Settings

The Settings page includes administration settings for the Evolve application. As a Global Administrator, you manage all settings on this page. Please see Administrators - Global Roles for further information.

Administration App Settings

For the Administration App, you can set the following:

Setting Setting Detail
Administration App Name Change the Administration App name.
Global Administrator

Select the Global Administrator(s). They have admin access to every aspect of the Evolve application, and are responsible for managing it through the Administration App. They manage Evolve via the following elements:

Apps Management
User & License Management
Configurations and Settings
Process Monitoring
Connections
Description Change the Administration App description.
Reports Administrator

Select the Reports Administrator(s). They are able to edit and create reports. They can also create custom reporting to track each of the following:

Script and workflow usage
Process status
Active users
Data errors
Time and cost savings

Visitor Select Evolve application Visitors. Visitors have view-only access to the Evolve application.

Authentication

Windows -- You can set up Windows authentication details, including the following:

  • Server Name
  • Domain Name
  • Organization Unit

Host URL -- The Host URL can be changed by the Global Administrator. This is particularly useful when working with load balancing scenarios.

Keys -- This is used to store the API key for ___ (Ritika to add this information).

Auditing

In this section, you can control the Evolve auditing feature. Turning the Auditing setting to off will mean the system will not capture auditing data.

Branding

As a Global Administrator, you can customize the look and feel of Evolve by introducing company-specific elements, including the following: 

  • Company Logo/Header Logo
  • Application Name
  • Theme
  • Header and Text Colors

Branding - Process

  1. Go to Settings > Branding.
  2. Update the following according to your preferences:
    ElementDescription

    Header Logo

    This appears as the logo on the header. Click the  icon under the Header Logo area on the left of the screen. Upload an image (100 KB; 198px X 198px) in .jpg, .gif, .svg, or .png file formats.

    Or, add a title for the app in the App Title textbox. This title cannot be more than 60 characters in length, and will appear as Header Text rather than as a logo.

    Company Logo

    This appears as the logo on the left pane below the header. Click the  icon under the Company Logo area on the left of the screen. Upload an image (100 KB; 198px X 198px) in .jpg, .gif, .svg, or .png file formats.

    Theme

    This changes the overall look of the user interface. Select from the default options, Light or Dark. You can preview your selection in the Preview pane on the page.

    Primary Color

    This appears on the top header. Click the color box in the Primary Color row and select a color by clicking on it. You can also enter the color values for the following color formats by clicking the  icon: Red, Green, Blue, Alpha (RGBA), Hue-Saturation-Lightness-Alpha (HSLA), and HEX.

    Secondary Color

    This appears on the links, button backgrounds, and icons. Click the color box in the Secondary Color row and select a color by clicking on it. You can also enter the color values for the following color formats by clicking the  icon: Red, Green, Blue, Alpha (RGBA), Hue Saturation-Lightness-Alpha (HSLA), and HEX.

    Primary Text Color

    This appears on the top header text. You can choose Black or White.

    Secondary Text Color

    This appears as the general body text color. You can choose Black or White.

Note: If you select a dark button color, white text is recommended. And if you select a light button color, black text is recommended.

  1. Preview your changes in the Preview pane.
  2. Click Save. You will be notified that your changes have been saved successfully, and the changes will come into effect almost immediately for you. Other users and admins will see the changes only after they log out and log back into the application.
  3. Note that from the Branding page, you can choose to reset to the default setting at any time.

Logs

As a Global Administrator, you can perform the following on the Manage Logs page:

  • Enable logging
  • Set logging options, such as frequency and the type of messages logged (only Global Administrators can set log levels)

Logs - Process

  1. Go to Settings > Logs.
  2. From the Enable Logging drop-down list, select from the following log types: 
    3. Log Type Details
    Error

    Error logs highlight when the flow of execution is stopped due to a failure in the current activity only - and not due to an application-wide failure.

    Error messages should contain the entire Exception ex and not just the stack trace or message. This level of logging affects performance the least.
    Warning

    Warning logs highlight an abnormal or unexpected event in the application flow, but do not cause the application execution to stop.

    These should log exceptions; they should not stop the call flow but only be logged into the file system. Errors are also included in this level.
    Information

    These logs track the general flow of the application, and should be used to trace messages throughout the code.

    Because string composition is not done at this level, variable data is not written at this level. Errors and Warnings are included in this level. In general, Information logs should have long term value.

    Debug

    This is the most detailed logging level. It includes variable data, so string composition is done extensively which can trigger more frequent collections, etc.

    Errors, Warnings, and Informational Messages are also included in this level. This level of logging has the greatest impact on performance.
  1. Define the maximum log file size in MB in the File Size field. Logs larger than the size specified roll over to the next log file.
  2. Specify a value in the Maximum Rolling File Count. The specified value will be the number of log files to use in the log file rotation.
  3. Specify the destination path in the Destination Path for Log Files.
  4. Click Save.

Links

On the Links page, you can manage the 5 resource links below. You can change them to meet your installation needs, and you can decide whether to display them or not. Version-specific Evolve details cannot be changed, but you can choose not to display them in your Evolve site.

  1. Help
  2. Support
  3. Privacy
  4. EULA
  5. Community

Email

Outgoing email

For SMTP, specify the SMTP mail server to enable the use of email-based notifications for alerts, invitations, and administrator notifications. Please provide these details:

  • Outbound SMTP Server
  • From Address
  • SSL Connection encryption?
  • SMTP Server Port
  • Authentication type – select either Not Required, Windows, or Specific. For the Specific authentication type, provide username and password.

For the use of Exchange Web Services, please provide these server details:

  • Azure App ID – The Application (Client) ID of the app registered in Azure for EWS.
  • Server – The email-approval mail server to which the system should connect to find email assignment completions.
  • Email Address – The address to which email approval messages will be sent.
  • User/Password – For the email approval user on the EWS server.

Incoming email

For POP3/IMAP, please provide these details:

  • Server
  • Port
  • SSL Connection encryption?
  • TLS Connection encryption?
  • Email Address - The address to which email approval messages will be sent.
  • User/Password – For the email approval user.

For EWS, please provide these details:

  • Azure App ID - Application (Client) ID of app registered in Azure for EWS.
  • Server - The email approval mail server to which the system should connect to find email assignment completions.
  • Email Address - The address to which email approval messages will be sent.
  • User/Password – For the email approval user on the EWS server.

Email Templates

You can use this page to add new email templates or to edit existing email templates. For more information, please see Manage Email Templates.

Privacy settings

Winshuttle collects usage information and provides the data to our product team. This data gives our product team an awareness of the most frequently used features and the ways in which our customers use the software. The data is transmitted through a secure channel, and includes information such as the transaction codes used, the number of records updated, and when users access the software. We never collect personal information such as passwords or data transmitted to SAP. You are responsible for complying with your licensing terms as stated in your MSA or EULA, regardless of the privacy setting selected.

The three privacy settings are as follows:

Privacy Setting Description
Secure mode All usage and feature tracking data is collected. We never collect personal information such as passwords or data transmitted to SAP.
Secure-Anonymous mode Winshuttle collects data, removing personally identifiable information such as Usernames from usage logs and reports.
Secure-Private mode No usage logs and no feature tracking data is collected.

Workflow

On the Workflow tab, you can manage Workflow Configuration Options ("Keys") and Plug-ins.