Settings

The Therefore™ Solution Designer 'Setting' window allows for the configuration of a variety of important options. The Settings window consists of multiple tabs.

To access the settings, right-click on he Therefore™ root node and select 'Settings'.

General

Buffer
The location of the Therefore™ Buffer directory.

Cache
The location of the cache folder.

Buffer Cleanup
Checks all files older than this time (hours) and remove files which should not reside on the buffer.

Email Provider
The Therefore™ server will use this e-mail provider for sending e-mails (e.g. workflow notifications). Select a provider from the drop-down menu to authenticate.

By default the port number used is 25, but this can be set manually be specifying the port number after the server IP or name (e.g. 127.0.0.1:49).
The following providers are supported:

SMTP
SMTP (SASL XOAUTH2)
Exchange Online (as Application)
Exchange Online (as User)
Gmail

Test Settings
Send a test e-mail.

Note:

E-mails from the Therefore™ system may have failed to send. Users may have seen error messages in the Therefore™ Solution Designer when trying to send a test e-mail. This happened only to customers who had configured Therefore™ to send e-mails from a custom e-mail address (by changing the “SMTP sender” in Therefore™ Solution Designer settings) rather than the default one (tenantname@thereforeonline.com).

Due to changes in security policy, changing the “SMTP sender” field to a custom e-mail address is no longer allowed. To continue sending e-mails from the Therefore™ system, two options are available:

  1. Use the default “SMTP sender” (tenantname@thereforeonline.com) to send e-mails.

  2. Configure Therefore™ to send e-mails using your own SMTP server.

To use your own “From” address (SMTP sender) it is recommended to use your own SMTP server to send e-mails. This allows you to keep using your own custom “From” e-mail address while maintaining full control of your e-mail domain and settings.

Database

Platform
Database platforms include: Microsoft SQL Server, Oracle Server.

Name
Database name used by Therefore™. Default name is "Therefore".

User
Database User that Therefore™ uses during connect requests.

Password
Password for the Database User.

Confirm Password
Password confirmation.

Maximum Wait Time
Maximum amount of time in seconds, that Therefore™ should wait while communicating with the database. If the wait time is exceeded, the operation will timeout.

Cache

Configure Cache Cleanup
Number of days to keep documents in the Therefore™ cache.

Partition Free Space
Percentage of the cache that will be kept free. When the limit is reached, the oldest documents are removed to accommodate new documents.

Maximum Cache Size
The maximum cache size (MB).

Maximum Cache Size - Estimate
Therefore™ estimates the maximum cache size by using a percentage of cache folders to determine the total disk space required by the cache.

Permission Sets

Permissions are grouped into sets, allowing for administrators to have an easier time managing these. See our reference for further details:
Permission Sets

Server Logging

The Server Logging tab is used to control detailed tracking of Therefore™ server events. See our reference for further details:
Server Logging

Web Access Settings

Therefore™ Web Access URL
Enter the URL of the Therefore™ Web Access.

Logon Domain
If a domain is specified here, Therefore™ Web Access users do not need to specify the domain together with their username when logging in.  

If internal Therefore™ users are defined, then this default domain will be ignored and the domain users do need to specify the domain when logging in. This is to distinguish them from internal users, who are identified with their username.

Display TIFF files as
This will be used as the default setting in Therefore™ Web Access for displaying TIFF files. This can be changed on a user level via the options in Therefore™ Web Access.

PDF: TIFF Files will be converted to a PDF format before being displayed.
JPEG (Browser only): TIFF Files will be converted to a JPEG format before being displayed.

Display other files as
This will be used as the default setting in Therefore™ Web Access for displaying files other than TIFF format. This can be changed on a user level via the options in Therefore™ Web Access.

Original: Files will be displayed as per the browser defaults.
PDF: Files will be converted to a PDF format before being displayed.
JPEG (Browser only): Files will be converted to a JPEG format before being displayed.

Cleanup Frequency
Cleanup the Web Inbox. The frequency determines how often this task should run. (Default 5 Hours).

Cleanup Timeout
Delete all files older than … (Default is 10080 minutes/1 week).

Create Thumbnails (checkbox)
If this is checked thumbnails will be created. Default is yes.

XML Web Service

Service Name
The name of the XML server.  This can be edited, but then the XML webservice must be restarted and the clients correctly configured.

Port
Port on which the XML server listens for connections.

Use Secure Connection (https)
In order to use a secure connection a certificate needs to be configured.  See the following Microsoft article to configure an SSL certificate:
http://msdn.microsoft.com/en-us/library/ms733791.aspx

Certificates are available via certificate authorities. Temporary certificates can be created using Microsoft PowerShell:
https://docs.microsoft.com/en-us/powershell/module/pkiclient/new-selfsignedcertificate

Enable XML Web Service API
Check this box to enable the use of the XML Web Service API.

Advanced

The Advanced tab allows for the modification of additional high-level settings in a single, central location. See our reference for further details:
Advanced Settings