Configure Global System Settings

Configure Global system settings for Search, Display, Dashboards/Calendar/Visualization, Catalog, Rich Text, Record Locking, Help, and more. Most of these settings can be configured Globally, by Role, and by user.

To configure the Global System Settings:

  1. In the CSM Administrator main window, select the Settings category, and then select the Edit System Settings task.
  2. Select the Search page and configure the Global Search settings: Full Text Search, Quick Search, and Knowledge Search settings.
  3. Select the Display page and configure the Global Display settings: Multiple Monitor settings and a default application skin.
  4. Select the Dashboards page and configure these Global settings: default Dashboard, Calendar, and Visualization settings.
  5. Select the Catalog page and configure the Global Catalog settings: Whether or not to store primary system definitions in a local catalog file on a user's machine, to allow users to decide whether to use a definition catalog, and to force catalog files to be rebuilt each time a user restarts a CSM application.
  6. Select the Rich Text page and configure the Global Rich Text settings: Determines how images are stored and shown in Rich Text Fields, size limits, and the custom default font for Rich Text.
  7. Select the Locking page and configure the Global Record Locking settings: General Record Locking settings, OOTB Record Locking settings for all Major Business Objects, and Portal Record Locking settings.
  8. Select the Globalization page and configure the Global Globalization settings: Determines culture settings for your system. You can override these settings for Roles or for individual users.
  9. Select the Help page and configure the Global Help settings: Help system settings, and whether to globally enable/display Process and Terminology Help for Business Objects and Fields. Also configure a custom Support phone number and a custom report error email address.
  10. Select the Advanced page and configure the Global Advanced settings: Dashboard Widget refresh, system notifications, web service call settings, and Google Analytics settings.