Personalize

Exploring

ClosedWhere it fits in?

This program lets you customize the appearance of SYSPRO, including overall theme and how forms, list views and panes must appear.

The settings defined here are saved on the client workstation in the XXXXXX.PRF file of the \Base\Settings folder (where XXXXXX indicates your operator code).

Some of these settings can also be defined system-wide using the System-wide Personalization program. The system-wide options take precedence over the individual operator settings defined here.

ClosedNavigation

  • This program is accessible from the Ribbon bar:

    SYSPRO Ribbon bar > Home

ClosedRelated Information

Overview Topic

SYSPRO Desktop

Topics

Forms

List Views

Customize and control application

SYSPRO Terminology

Programs

System-wide Personalization

PDF and Video Resources

Technical Guides

Starting

ClosedSecurity
ClosedActivities

You can restrict operator access to activities within a program (configured using the Operator Maintenance program).

ClosedMain menu - Customize options

Controls whether an operator can access the Personalize function to configure desktop settings.

This option only takes effect the first time the operator logs into SYSPRO after the activity was set to either allowed or denied.

Solving

Why don't you drop us a line with some useful information we can add here?

* Development-Authors@za.syspro.com

Using

Referencing

ClosedWorkspace
Field Description

Workspace backdrop

Display a bitmap image

This displays a bitmap image as a background for your workspace.

You can make a selection from a pre-defined list of bitmap images at the Select a bitmap field. The image names are stored in the file called DS.ICN (located in the Base folder) which point to the actual bitmap image.

You can add your own bitmap images by editing the file: USER.ICN (located in the Base folder). Entries must be added in the format:

image-name:bitmap-name

where:

  • image-name indicates the name of the image that you want to display within this list box.
  • bitmap-name indicates the actual name of the bitmap stored in the base directory.

For long filenames (i.e. where the bitmap name exceeds 8.3 characters) you must enclose the entry in quotes.

Select a bitmap

This displays a pre-defined list of bitmap images from which you can make selections.

Tile bitmap across workspace

This lets you repeats the bitmap image until it covers the entire workspace background.

Save background for this company only

This lets you assign different bitmap images to each company, providing a visual cue as to which company you are logged into.

Program settings

Save primary window positions upon exit

This restores the primary window to its saved position when next a program is loaded.

By default, primary windows for each program are centered within the MDI frame of the main menu.

Reset

This resets the visual location and size of all primary windows to the original settings applicable at the time the product was shipped.

This information is stored in the ADMWIN file within the Settingsfolder.

Structured G/L ledger code entry

Automatically validate sections as you type

This lets you validate a ledger code section by section as you enter it.

If you select this option, then you won't be able to type ahead of the validation process because the system must first complete validating the section you entered before you can enter the next section of the ledger code.

If you don't enable this option, you will be able to enter the full ledger code and only validate the code when you use the Tab or Enter keys to move off the ledger code field.

Display available sections as drop-down list

This displays a list of valid ledger codes that can be entered wherever a ledger code must be entered in a program.

The list of available ledger codes is displayed by default, but can be switched off by selecting CTRL+L at any ledger code field.
ClosedEnvironment Options
Field Description

Status bar

Show status bar

This displays the status bar in SYSPRO, indicating information such as the current company being accessed, the current system date, the current operator and the current printer.

Show icon for this company

This associates an icon with the current company on the status bar for visual identification purposes.

Icon

This indicates the number assigned to the selected icon.

Change Icon

This displays a selection of icons to choose from. When you select an icon, its corresponding number is inserted into the Icon field.

Launch help from status bar

This opens the help system when you click on the SYSPRO version in the status bar.

On Startup

Highlight last selected menu item in Program List

This returns you to your last menu item position on the Program List when next you load the system.

Reload last web page on startup

This automatically refreshes the last web page viewed within the Browser when next you load the system.

Most recent programs list contains xx entries

This lets you indicate how many entries you want to retain on the Recent Programs list (up to a maximum of 30). Once the list reaches 30 entries, each new program removes the next oldest program from the list.

Visual theme

Skins enable you to fully skin the SYSPRO product, including components such as title bars, scroll bars, buttons, checkboxes and option buttons.

Overall theme for user interface

{none}

This lets you assign a different theme to each of the controls within SYSPRO.

Theme

Select a specific visual theme for each type of control (e.g. docking pane, list view column, calendar and toolbar) and apply this throughout SYSPRO.

Ensure that the font used by the theme you select is supported in the language you are using in SYSPRO. Some languages may not be fully supported in the font used by the selected theme.

{user defined}

This lets you supply your own skin file.

User-defined skin

Indicate your own skin to apply to SYSPRO. User-defined skins must be saved in the \Base\SkinFramework folder on the server. In a client/server environment, the skins saved in this folder are automatically copied to the client machine the next time the operator logs into SYSPRO.

Ini filename

Indicate the initialization (.INI) file to use for the selected user defined skin.

Show Ribbon bar

This replaces the SYSPRO desktop menu bar and toolbar with a Ribbon bar.

Save theme for this company only

This applies the selected skin to the current SYSPRO company only. This lets you indicate different skins for each of your SYSPRO companies.
ClosedTasks
Field Description

Task definition

Your selection here applies to all tasks defined against your operator code.

System-wide

This sets your task list(s) as applicable to all companies within SYSPRO.

Completed tasks are marked as complete in all companies.

If system-wide tasks exist and you change this option to By Company then you are prompted to copy your system-wide tasks to all your companies. The tasks are added to the existing tasks already defined against your individual companies.

If you elect not to copy tasks, they are retained in the event that you want to restore the task definition to its original setting.

By Company

This sets your task list(s) as applicable to a specific company within SYSPRO.

Completed tasks are only marked as complete in the company in which they are defined. You can also copy task groups to a specific company or a number of companies using the Copy Tasks program.

You would typically select this option if you have a number of companies and you want to process similar tasks independently for each company (e.g. running a period end on different dates for individual companies).

If company-based tasks exist and you change this option to be System-wide then you are prompted to copy your company-based tasks to system-wide tasks. The company based tasks are added to your current list of system tasks.

If you elect not to copy tasks, they are retained in the event that you want to restore the task definition to its original setting.

Check for tasks now due on startup

Enable this option if you want to be reminded of any tasks that are due when you load the system.

You can also establish whether any tasks are due by selecting the Refresh option within the Task List.
ClosedMessages
Field Description

On startup

Check for messages

This automatically checks for messages that have not yet been actioned when you load the system. Messages are posted to the Inbox from various sources within the system.

You can also check for new messages by launching the Message Inbox window (right-click within the window and select Refresh Inbox).

Delete actioned messages that are more than x days old

This deletes all actioned messages automatically upon loading the system, providing they are older then the number of days specified here.

You can delete actioned messages manually by selecting the Delete Actioned Messages function.

Automatically refresh message inbox every xx minutes

This refreshes the Message Inbox automatically after a specified number of minutes. You must enable this option if you want the system to display a notification message when new messages arrive.

Display a notification message when new messages arrive

The system notifies you when one or more messages have arrived. This notification takes place when next the message inbox is refreshed. This can be selected only if you are automatically refreshing the message inbox.

Delete Actioned Messages

This deletes all messages that have been actioned, providing they are older then the number of days specified at the option: Delete actioned messages that are more than xx days old.

Reset all Task Dialog Warnings

This resets the file that contains a list of all the task messages that you had previously marked as 'Do not show me again'.

For example: If you delete the defined printer and then run an application, a message is displayed indicating that no printer is defined. You can select the Do not show me again option from the message and the warning message is not re-displayed the next time you run an application. You can, however, select the Reset all Task Dialog Warnings option to re-display the message if required.
ClosedReporting
Field Description

Optimize document printing by pre-loading the Crystal runtime as SYSPRO loads

This improves the performance of documents that are produced using SRS document printing by pre-loading the Crystal runtime when SYSPRO loads.

This option must be enabled to apply the SRS Runtime check SRSRuntimeFix.exe to SRS document printing. The CrConfig file must contain the correct Java Dir path for the check to apply.

You can only access this field when the Optimize by pre-loading Crystal runtime system-wide personalization option is defined as Set at operator level (System-wide Personalization).

For example: if the system-wide option is set to Optimize for all operators then this field is disabled and ignored, regardless of its previous setting.

Automatically check for new SRS reports every nn minutes

This sets the time interval in minutes at which an alert message is displayed on the desktop when new (unread) reports are available to view in the SRS Document Queue.

This applies to server-side reporting.

Reset All Default Settings

This configures all reports to be output to the current printer destination.
ClosedCalendar

You use the Company Calendar program to define the specific working and non-working days on your company calendar.

Field Description

Calendar options

Show week numbers in date navigator

This displays the week number when using the Date Navigator.

Number of days in first week of year

If you selected the option to show week numbers in the date navigator, then this indicates the number of days from the previous year that occur in the first week of the current year.

This enables you to control the week numbering against the Date Navigator.

If the first week of the current year contains four or more days from the previous year, then the first week of the year is numbered as week 53. If it contains three or less days from the previous year, then it is numbered as week 1.

Show non-working days in date navigator

This highlights non-working days within the Date Navigator.

Select Color

Select the color you want to use to highlight non-working days in Date Navigator.

Apply to background

This applies the selected color to the background area of any non-working day.

Apply to foreground

This applies the selected color to the foreground (i.e. the text itself) of any non-working day.

First day of week

This indicates which day of the week must be displayed as the first day within the Date Navigator.

Calendar theme

This selects the theme you want to apply to the calendar within SYSPRO.

You can't access this field if you selected to apply an overall theme for the user interface (Environment Options tab). The overall theme that was selected is displayed here.

Calendar data provider

Use Outlook

This synchronizes Outlook's appointments, schedules, events, etc., in your SYSPRO calendar.

Details captured in SYSPRO's calendar are also automatically synchronized to Outlook.

Some details (e.g. body text, attendees, attachments, regarding, result, etc.) are not synchronized to Outlook.

Use local file

This captures events, schedules, appointments, etc., without synchronizing to Outlook.

The captured details are stored in the xxxxxx_calendarevents.xml file of the Base\Settings folder (where xxxxxx refers to the operator name).

If you select this option and later select to use Outlook, then the current details in the xxxxxx_calendarevents.xml file are not synchronized to Outlook (i.e. details are only synchronized to Outlook from the time you select to option to use Outlook).

None

This indicates you do not want to use the calendar control.

This does not affect the running of SYSPRO, as the calendar control is not currently linked to any SYSPRO functionality.

ClosedList views

List views in SYSPRO are used throughout the system to represent data in a grid (i.e. rows and columns). Within SYSPRO you can customize the global look-and-feel of these list view windows.

Field Description

Default font for list views and forms

This indicates the font currently in use for list views and forms.

Change Font

This lets you change the default font and font attributes (e.g. bold, italic) of list views and forms in SYSPRO.

This does not apply to the SYSPRO main menu listview pane.

Apply font to all

This applies the default font for list views rows, regardless of whether an operator has assigned a different font to list view rows.

The only exception to this are list views where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).

Default font for listview captions

This indicates the font currently in use for list view captions.

Change Font

This lets you change the default font and font attributes (e.g. bold, italic) of list view captions in SYSPRO.

Apply font to all captions

This applies the default font for list view captions, regardless of whether an operator has assigned a different font to list view captions.

The only exception to this are list views where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).

Font for Quick View

This indicates the font currently in use for the Quick View displays.

Change Font

This lets you changes the default font and font attributes (e.g. bold, italic) of the Quick View displays in SYSPRO.

List view options

These options apply only to list views and not to Display Forms, Entry Forms or any other type of object.

Default date format

This indicates the format in which you want to display dates in list views. The date format you selected is displayed next to this field.

Apply date format to all list views

This applies the default date format in all list views, regardless of whether an operator has assigned a different date format to list views.

The only exception to this is list views where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).

This option does not apply to Entry Form style 'list views'.

The date formats for Entry Forms are always one of the following:

  • DD/MM/YYYY
  • MM/DD/YYYY
  • YYYY/MM/DD

Show disabled list view cells in gray

Displays the descriptive text for listview cells which cannot be edited in gray.

This applies to entry type list views.

Show lock icon for disabled list view cells

Displays a lock icon next to list view cells which cannot be edited.

This applies to entry type list views.

Show multi-line column headings

Displays listview headings across multiple lines. This increases the height of a listview heading to accommodate the full description for each column heading of the listview.

Shade sorted columns

Apply background shading to highlight the column by which the listview is sorted.

Comment line style

Indicate the style you want to display comment lines in list views.

Color

Indicate the color in which you want to display comment lines in list views.

Column line style

Indicate the style you want to use to display columns in your list views.
Column style

Explorer

Display the Windows Explorer style as the column style for your list views.

Office 2003

Display the Microsoft Office 2003 style as the column style for your list views.

Office 2007

Display the Microsoft Office 2007 style as the column style for your list views.

Reset List view Settings

This removes the layout settings applied to all your list views and resets them to the default list view layout for your operator code.

Selecting this function has no effect on list views that are customized for a specific role to which your operator code is assigned.

Preview

Test your selections before applying them to property windows throughout the system.
ClosedForms
Field Description

Entry and display form options

Read-only color

This indicates the color of the value text for fields containing a value (excluding hyperlinks).

For entry forms it indicates the color of the text for both the caption and displayed values for fields that are currently set to read only.

Background color

This lets you colorize the background of forms (e.g. within query programs). You can choose to apply one of the standard system colors (i.e. associated with the display properties of your workstation) or you can choose your own color.

If you selected a background color of Other, then you use the dropdown icon to select the specific color you want to use for the form background.

Apply this background color to all forms

This forces all forms to use the selected background color.

Operators will be unable to selectively change the color of any form using the CTRL+F4 list view function.

Group background color

This lets you assign a color to the background of items that are grouped together within a form (e.g. ship address details).

You can apply one of the standard system colors (i.e. associated with the display properties of your workstation) or your own color.

When you select a group background color of Other, you use the dropdown icon to select the specific color you want to use.

Colorize group headings

 

Show Icons for custom fields

This places an icon at the beginning of the caption of each field that has been added to a form, regardless of whether they are custom form fields, related fields, or scripted fields. This affects all display and entry forms.

Highlight editable form fields

This sets the background color of the value section of all fields that are currently editable. If selected, it disables the option with the same name against the individual forms. The fields that are currently editable may change as data is entered and fields are no longer editable.

This option is not applied when using the Minimalist user interface (System-wide Personalization).

Highlight focused form field

This places a rectangle around the value part of the field on which focus is currently set.

Show description of keys in form caption

This displays the description for key fields (e.g. Branch, GL code, Currency, etc) on a form. The matching description for the code appears in brackets within the caption portion of the field. This applies to the current company only.

Show grid lines

This lets you indicate how you want to display grid lines on forms. You can set them to be always displayed, never displayed or to be displayed individually by form.

Show captions in bold

This lets you indicate how to display captions on forms. You can set them to be always displayed in bold, never displayed in bold or to set the display individually by form.

Preview

Select this to test your selections before applying them to property windows throughout the system.
ClosedDocking Panes
Field Description

Docking pane and Tab options

Show maximize button in caption for adjacent panes

This displays the maximize and restore buttons when two panes appear next to each other within a SYSPRO window.

Highlight caption for active pane

The system indicates which pane within a window is currently active.

Show floating panes as windows

Position of tabs for tabbed panes

This indicates where you want to position tabs buttons for panes that include tab pages. You can position them left, right, top or bottom.

Resize panes dynamically as splitter is dragged

The system dynamically resizes panes as you drag the splitter (i.e. there is no delay in redrawing the window).

Splitter style

This lets you configure the style of the splitter between panes.

Splitter size

This lets you configure the size of the splitter.

Tab appearance

This applies a theme to tabs that appear within a pane.

You won't be able to access this field if you selected to apply an overall theme for the user interface (Environment Options tab). The overall theme that was selected is displayed here.

Docking theme

This applies a theme to docking panes.

You won't be able to access this field if you selected to apply an overall theme for the user interface (Environment Options tab). The overall theme that was selected is displayed here.

Opacity for inactive floating panes

This indicates the level of opacity for inactive floating panes. When a pane is floated but not selected, it will become opaque to the degree selected at this option.

Reset Layout

This resets all docking pane layouts to the position they were in at the time the software was shipped (for the current operator).

Preview

This lets you test your selections before applying them throughout the system.
ClosedToolbars
Field Description

Toolbar options

Toolbar theme

This lets you assign a theme to toolbars within SYSPRO.

You can't access this field if you selected to apply an overall theme for the user interface (Environment Options tab). The overall theme that was selected is displayed here.

Reset Toolbar Settings

This reverts all toolbar settings to their default settings (this removes all Tbar_*.XML files from your \Base\Settings folder).

Preview

This lets you test your selections before applying them throughout the system.
ClosedCredentials
Field Description

Email options

Use system default

Select this option to use the default email system.

Microsoft Office 365

Select this option to use an Office 365 account.

User name

Enter your Office 365 user name credentials.

Password

Input your Office 365 password credentials.