Configuring Site Settings
Navigate to Top Menu ▸ ▸ Admin ▸ Site Settings and click on Edit Settings under Actions. This will open up a form with multiple tabs. Interesting settings on each tab is described below under the corresponding tab.
Celoxis URL | This is the URL that will be used to access Celoxis. |
Data Directory Path | The fully qualified path to the directory that stores uploaded files, search indices and other control files. This should ideally be on the same server for optimal performance. |
Max size of file upload | The maximum size of a file that can be uploaded. |
Google Client Id | If you want to integrate with Google Drive, you will need to enter your ID here. Read this chapter on how to obtain one. |
Chrome Path | The absolute path name of the Google Chrome executable. This is used for printing to PDF. Read this chapter for more information. |
Please contact your system administrator for correct values. Also, read this chapter on how to troubleshoot issues with your email server.
Send emails in background | If checked, users don't have to wait for the emails to be sent to complete the operation. This considerably speed things up. The cost, however, is that if the email sending fails for some reason, the user performing the operation is not notified of the failure. If your email server is unreliable, then instead of turning this option on, consider using Gmail. |
Host | The host name of the SMTP server. |
Default Sender Name/Email | Emails sent from Celoxis will have the sender name/email to these values. |
Please contact your system administrator for correct values. Also, read this chapter on how to troubleshoot issues with your email server.
Protocol | We strongly recommend using either IMAP or IMAP+SSL. |
Host | The host name of the IMAP or POP3 server. |
Plussed Symbol | The sub-addressing symbol recognized by your SMTP server. For example, sending an email to celoxis+foobar@gmail.com caused the email to be delivered to celoxis@gmail.com. Celoxis can then read the foobar and perform actions based on this control information.
For Sendmail, Gmail or Postfix use +. For Qmail use -. For Microsoft Exchange do not choose plussed addressing, in which case the control information will be appended to the subject of emails to enable routing. Plussed addressing is very effective. If your email server does not support this, then instead of not using plussed addressing, consider using Gmail. |
Is Microsoft ADS | Whether you are using Microsoft Active Directory Service |
Authenticate clients via LDAP | If checked, client accounts are also authenticated via LDAP, else they will be authenticated based on credentials entered in Celoxis. |
LDAP URL | Your LDAP URL e.g. ldap://lap.acme.com:389 |
Base DN | The node of the LDAP server from where Celoxis will search the users. |
Search Attribute | The attribute in the LDAP user entry that holds the user's login name. In ADS, this is always sAMAccountName. This value must match against the login name for that user in Celoxis. |
Admin DN | If Celoxis needs to authenticate with your LDAP server to search for users, then enter that user's login name for your LDAP server. |
Admin Password | The Admin Password |
Principal Pattern | If Celoxis can directly authenticate the user against your LDAP server using a pattern, then enter that pattern here. {username} will be replaced with the login name. (Not applicable, if using Microsoft Active Directory.) |
Read this section for more information.
We strongly recommend that you do not change these values. These values are reasonable and changing these may adversely affect performance. Optimizing these values for your installation is beyond the scope of our support services.
Max rows from database | The maximum number of rows to fetch from a query while running a report. |