diff --git a/docs/directorymanager/11.1/admincenter/applications/portal/server/advanced.md b/docs/directorymanager/11.1/admincenter/applications/portal/server/advanced.md index 1235929547..0020583914 100644 --- a/docs/directorymanager/11.1/admincenter/applications/portal/server/advanced.md +++ b/docs/directorymanager/11.1/admincenter/applications/portal/server/advanced.md @@ -6,9 +6,9 @@ sidebar_position: 70 # Manage Advanced Settings -Advanced settings allow you to customize the functionality and appearance of a portal. For example, -you can set the default landing page, change the portal logo, show or hide the help link, display -enrollment reminders, and more. +Use advanced settings to customize the functionality and appearance of a portal. For example, +you can set the default landing page, change the portal logo, control the visibility of the help +link, display enrollment reminders, and more. :::note Advanced settings are available for a standard Directory Manager portal, and not for a @@ -16,7 +16,7 @@ Self-Service Password Reset portal. ::: -Default values for all advanced settings are specified for a portal. You can update any setting as +A portal has default values for all advanced settings. You can update any setting as required. You can also import these advanced settings for a portal from a previous Directory Manager version. See step 14 in the [Create a Portal in Native IIS](/docs/directorymanager/11.1/admincenter/applications/portal/create.md#create-a-portal-in-native-iis) topic. @@ -32,14 +32,14 @@ You can manage the following advanced settings for a portal: | Setting | Description | | --- | --- | | Portal Logo | Use the default Directory Manager portal logo or a logo of your choice for display in the portal. | -| Default Startup Page | Specify a landing page for the portal. By default, the _Welcome_ page is set as the start page. You can change it to one that your users frequently visit. You can change the start page to any of these pages: NOTE: Individual users can personalize this setting from the Settings panel in the portal. | -| Search Default | Set the default selection in the portal’s _Search Directory_ box, which is available on the _Groups_, _Users_, and _Advanced Search_ pages as well as on the _Find_ dialog box. Options are: NOTE: Individual users can personalize this setting from the Settings panel in the portal. | -| Sort Search | Set the field name (column header) for sorting listings and search results in the portal, such as listings on the All Groups, My Groups, and Users pages, and searches performed using Advanced Search and the Find dialog box. In the **Sort Search** field, specify an attribute to use for sorting listings and search results. By default, the displayName attribute is specified, indicating that listings and search results are sorted by this attribute in ascending order.
If you specify an attribute that is not used as a column header in a listing or search results, Directory Manager sorts it on the basis of the default attribute, i.e., _displayName_. | -| Find Dialog / Look For | Select any or all the **Users**, **Groups**, and **Contacts** check boxes to specify the type of objects that can be searched using the portal’s _Find_ dialog box. You can launch the _Find_ dialog box from multiple portal pages to search for objects to designate as owners, managers, additional owners, members, and more.
By default, the _Find_ dialog box searches for all types of objects, including users, contacts, and groups. Use this setting to limit the _Find_ feature to specific object types. For example, select the **Users** check box to limit users to search for the _User_ objects only. | +| Default Startup Page | Specify a landing page for the portal. By default, the _Welcome_ page is the start page. You can change it to one that your users frequently visit. You can change the start page to any of these pages: **Note:** Individual users can personalize this setting from the Settings panel in the portal. | +| Search Default | Set the default selection in the portal’s _Search Directory_ box, which is available on the _Groups_, _Users_, and _Advanced Search_ pages as well as on the _Find_ dialog box. Options are: NOTE: Individual users can personalize this setting from the Settings panel in the portal. | +| Sort Search | Set the field name (column header) for sorting listings and search results in the portal, such as listings on the All Groups, My Groups, and Users pages, and searches performed using Advanced Search and the Find dialog box. In the **Sort Search** field, specify an attribute to use for sorting listings and search results. By default, the displayName attribute is specified, indicating that listings and search results are sorted by this attribute in ascending order.
If you specify an attribute that isn't used as a column header in a listing or search results, Directory Manager sorts it based on the default attribute, i.e., _displayName_. | +| Find Dialog / Look For | Select any or all the **Users**, **Groups**, and **Contacts** check boxes to specify the type of objects to search using the portal’s _Find_ dialog box. You can launch the _Find_ dialog box from multiple portal pages to search for objects to designate as owners, managers, additional owners, members, and more.
By default, the _Find_ dialog box searches for all types of objects, including users, contacts, and groups. Use this setting to limit the _Find_ feature to specific object types. For example, select the **Users** checkbox to limit users to search for the _User_ objects only. | | Request Inbox Page Size | Specify a value in the 5 to 1000 range to set the number of workflow request items to display on the portal’s **All Requests**, **My Requests** and **Request Inbox** pages. Setting zero or a negative number displays all workflow requests.
By default, these pages display 20 request items at a time. When setting the page size, consider the volume of request traffic generated by your users. Showing all or many workflow requests increases page load time and response time. | -| Toolbar Default Most Recent Used Object Count | Specify a value in the 1 to 9 range to set the number of most recently used objects to display in the portal’s _quick search_ box.
The _quick search_ box is displayed at the top of each page in the portal. Clicking in it displays objects that the logged-on user recently viewed. Clicking an object opens its properties.
NOTE: Individual users can personalize this setting from the Settings panel in the portal. | +| Toolbar Default Most Recent Used Object Count | Specify a value in the 1 to 9 range to set the number of most recently used objects to display in the portal’s _quick search_ box.
The _quick search_ box appears at the top of each page in the portal. Clicking in it displays objects that the logged-on user recently viewed. Clicking an object opens its properties.
NOTE: Individual users can personalize this setting from the Settings panel in the portal. | | Default Search Page Size | Specify a value in the 5 to 1000 range to set the maximum number of list objects to display on a portal page.
Many portal pages display lists of objects. Examples are the **My Groups** and **Users** pages. By default, all list views display 25 objects per page. When setting the page size, consider available network bandwidth and server resources, as the greater the number, the higher the potential for increased page load time and slow response time.
NOTE: Individual users can personalize this setting from the **Settings** panel in the portal. | -| Autocomplete Quick Search | Specify whether to turn on search predictions for the portal’s _quick search_. The _quick search_ box is displayed at the top of every page in the portal. Search predictions are possible search terms related to the term the user is typing as search string. | +| Autocomplete Quick Search | Specify whether to turn on search predictions for the portal’s _quick search_. The _quick search_ box appears at the top of every page in the portal. Search predictions are possible search terms related to the term the user is entering as search string. | ## Listings Display @@ -48,11 +48,12 @@ You can manage the following advanced settings for a portal: | --- | --- | | Display Nested Ownership | Controls whether to display nested ownership on the portal’s **My Groups** page. It applies to all listings on the page except **My Memberships**. | | Display Groups in My Groups | Controls whether to display the groups for which the logged-on user is an additional owner, on the portal’s **My Groups** tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include groups for which the logged-on user is an additional owner. | +| Display Co-Managed Groups in My Groups | Controls whether to display co-managed groups on the portal’s **My Groups** tab. A co-managed group is a group that has an Exchange additional owner, an owner assigned directly in Microsoft Exchange rather than in Directory Manager. This setting only takes effect when the identity store’s messaging provider is a version of Microsoft Exchange that supports the `msExchCoManagedByLink` attribute, which Directory Manager relies on to identify co-managed groups. | | Display Groups in My Deleted Groups | Controls whether to display the deleted groups for which the logged-on user is an additional owner, on the portal’s **My Deleted Groups** tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include deleted groups for which the logged-on user is an additional owner. | | Display Groups in My Expired Groups | Controls whether to display the expired groups for which the logged-on user is an additional owner, on the portal’s **My Expired Groups** tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include expired groups for which the logged-on user is an additional owner. | | Display Groups in My Expiring Groups | Controls whether to display the expiring groups for which the logged-on user is an additional owner, on the portal’s **My Expiring Groups** tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include expiring groups for which the logged-on user is an additional owner. | | Display Groups in My Smart Groups | Controls whether to display the Smart Groups for which the logged-on user is an additional owner, on the portal’s **My Smart Groups** tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include Smart Groups for which the logged-on user is an additional owner. | -| Display Groups in My Dynasties | Controls whether to display the Dynasties for which the logged-on user is an additional owner, on the portal’s **My Dynasties** tab. By default, the tab displays the Dynasties that the logged-on user is the primary owner. Enable this setting to include Dynasties for which the logged-on user is an additional owner. Note that this setting applies individually to parent, middle, and leaf Dynasties. | +| Display Groups in My Dynasties | Controls whether to display the Dynasties for which the logged-on user is an additional owner, on the portal’s **My Dynasties** tab. By default, the tab displays the Dynasties that the logged-on user is the primary owner. Enable this setting to include Dynasties for which the logged-on user is an additional owner. This setting applies individually to parent, middle, and leaf Dynasties. | | Display Additional Manager Direct Reports | Controls whether to display the direct reports for whom the logged-on user is an additional manager, on the portal’s **My Direct Reports** tab. By default, the tab displays the direct reports that the logged-on user is the primary manager. Enable this setting to include direct reports for whom the logged-on user is an additional manager. | :::note @@ -66,8 +67,8 @@ Individual users can personalize all except the _Display Nested Ownership_ setti | --- | ---| | Use Contains Filter | Controls the filter that the search function on the portal’s _Advanced Search_ page and the _Find_ dialog box should use while searching objects. | | Hide Help Link | Controls whether to display the Help icon in the portal. This icon opens the portal help in a new browser window, where portal users can find support content or report their problems. | -| Enrollment Reminder | Controls whether to display a reminder with redirect to the **Enroll My Account** page to unenrolled users when they sign into the portal. Enabling the setting initiates these events:
  1. On signing in, the landing page displays an information bar requesting the user to enroll his or her account. (The user can ignore the request.)
  2. Clicking the bar redirects the user to the **Enroll My Account** page.
1. Disabling the setting does not display the information bar for account enrollment. | -| Suggest Owner/Manager | Set the portal to suggest owners for orphan groups and managers for users without managers. Enable the setting to allow Directory Manager to suggest a primary owner for an orphan group (on the **Owner** tab in group properties) and a primary manager for a user without one (on the **Organization** tab in user properties). | +| Enrollment Reminder | Controls whether to display a reminder with redirect to the **Enroll My Account** page to unenrolled users when they sign into the portal. Enabling the setting initiates these events:
  1. On signing in, the landing page displays an information bar requesting the user to enroll his or her account. (The user can ignore the request.)
  2. Clicking the bar redirects the user to the **Enroll My Account** page.
1. Disabling the setting doesn't display the information bar for account enrollment. | +| Suggest Owner/Manager | Set the portal to suggest owners for orphan groups and managers for users without managers. Enable the setting to allow Directory Manager to suggest a primary owner for an orphan group (on the **Owner** tab in group properties) and a primary manager for a user without one (on the **Organization** tab in user properties). | ## Update a Setting