Documentation Index

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System Settings

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The System Settings tab allows Administrators to set Locations, Client Access Option, Mail Server Address, and PNG Cache Management.

System settings for document locations, mail server, and cache management options displayed.

Make edits to the fields detailed in the following sections, then click Save to save any changes.

Locations

Use the fields listed here to set the location path (with respect to the web server) for the following:

  1. Correspondence

  2. Download Documents

  3. PAL Reading Room

  4. Original Document Location

  5. PNG Cache Location

Client Access Option

Select the Enable XAML Client for Scan option to enable the XAML client for scanning and correspondence.

For Correspondence Templates, there are options to:

Use XAML Client: Use MS-Word based XAML editor

Use Legacy Upload/Download: Download and upload templates in legacy format for editing

Use Rich Text Editor: Edit templates using the Rich Text Editor

Mail Server Address

Use the fields provided to enter the SMTP Mail Server and Port

NOTE: These fields are required.

Client Secret Expiry Date

When the Authentication Mode is set to Microsoft 365 Email, an optional Client Secret Expiry Date field is displayed below the existing Secret Key field. This field allows administrators to record the expiration date of the Azure AD Client Secret used for OAuth email authentication.

An advisory note is displayed adjacent to the field:

NOTE: Please ensure the expiry date entered here matches the Client Secret expiry date in your Microsoft Azure AD configuration.

Setting the Client Secret Expiry Date

1. Navigate to Administration > System Administration > System Settings.

2. In the Mail Server Address section, confirm that the Authentication Mode is set to Microsoft 365 Email.

3. In the Client Secret Expiry Date field, enter a future date in MM/DD/YYYY format.

4. Click Save.

NOTE: The Client Secret Expiry Date field is only visible when the Authentication Mode is set to Microsoft 365 Email.

Clearing the Expiry Date

If a Client Secret Expiry Date was previously saved and the administrator clears the field and saves, all expiry tracking is removed and no further notification emails are sent.

Automated Expiry Notification Emails

When a valid future expiry date is saved, the system arms an automated notification scheduler. The scheduler sends warning emails to all admin-role users at the following intervals:

Notification Trigger

Email Type

30 days before expiry

Warning email

15 days before expiry

Warning email

7 days before expiry

Warning email

1 day after expiry

Urgent expiry email

  • Warning emails include the expiry date, the affected application name, and the number of days remaining.

  • The urgent expiry email is sent on the first day after the Client Secret has expired.

  • No further notification emails are sent after the post-expiry notification.

NOTE: All notification emails (both before and after expiry) are logged under the Email Log of the application.

Email Templates

The Client Secret expiry notification scheduler sends two email templates. Both templates use the following merge fields:

  • Application name — the registered application affected by the expiry.

  • Expiry date — the Client Secret Expiry Date entered in Mail Server Address.

  • Days remaining — the number of whole days between the current date and the expiry date (warning emails only).

  • System name — the sending application name used in the email signature.

Warning Email — 30, 15, and 7 Days Before Expiry

Post-Expiry Notification Email — 1 Day After Expiry

PNG Cache Management

Use these fields to set the PNG Cache Limit (in GB). There is also the option to Delete PNG Cache if the folder has not been access in more than, which will delete the PNG cache if not accessed in the set number of days.

Request Recycle Bin

Use the Request Recycle Bin option to determine the number of days that deleted requests will be held in the Recycle Bin before being permanently deleted. Requests can be held in the Recycle Bin from 1 to 365 days, and you cannot enter a value of "0" in this field.

NOTE: Requests in the Recycle Bin are not included in search results or system reports.