System preferences

You can change the appearance of the user interface to suit your personal preferences by clicking on the toolbar to display the My preferences page. If you have the appropriate privilege set (Configuration Components\Configuration\System Preferences), you can also set the System preferences that are used if the current user has not defined their own personal preferences, and to also set some other system-wide preferences.

To set the system preferences:
  1. Click on the toolbar.
    The System Preferences page appears.
  2. Select the Fonts and Colors that you prefer.

For information about editing the Self Service color schemes, see Editing the Self Service color scheme.

  1. In the Show toolbar text? list select True or False depending on whether you want the buttons in the toolbar area of Web Desk to have text labels or not.
  2. In the Self Service text settings group, type the text you want to appear on the Save and close button, the Save button, and the Cancel button. Also specify whether or not you want the Search toolbar to be displayed in Self Service.
  3. Similarly, in the Workspaces settings group, type the text you want to appear on the OK button, the Apply button, and the Cancel button in Workspaces.
  4. The Workspaces settings group also enables you to configure who has access to the History pane in Workspaces. By default, only analysts can access the History pane in Workspaces. If you want all user types to be able to access it, set History visible for Analysts only to false.
  5. In the Web Desk settings group, set Collapse History by Default to false if you want the History pane to be expanded when you first open a process window, or to true if you want the History pane to be collapsed when you first open a process window.
  6. When you have finished setting your system preferences, click Save.

For information about configuring how the Search bar works, see Configuring the Search toolbar.

Under the Web Desk settings group, there is a setting called Enable Javascript in HTML Controls. By default, this is set to False, which is the recommended setting. When this value is set to False, any JavaScript in an HTML control on a window in Web Access is not run. This is the preferred mode, as allowing JavaScript to run in an HTML control on a window could open a vulnerability to malicious JavaScript. However, some customers have designed systems that require JavaScript to run in an HTML control on a window, so they can set this System preference to True. However, be aware of the security implications before doing so.

For information about setting up an Anonymous user to enable you to set a dashboard for the Self Service login page, see Defining a Self Service login page.

For information about creating a multilingual system and exporting and importing multilingual localizations, see Designing a multilingual system.

To set your personal preferences, click . (This requires the Configuration Components\Configuration\WebAccess User Preferences privilege.)
From the My preferences page, you cannot specify any changes to Self Service.