Clients Administration

The division in partial systems is largely achievable through powerful access control list (Clearances) functionality that provides logical separation by determining which objects or users are visible in the system to who and to what level; mostly by automated rules. At various points in the system, client-specific settings can be defined to create a unique environment; e.g. own interfaces, design, user profiles, business rules, groups, navigation, dashboards, licence settings, wording and even email settings.

Relations between users, groups and clients

With multi-client systems, the setup of user groups is recommended to be organised so that assigned users all originate from the same client to ensure a clear division. This allows the use of unique navigations for each client, because the visibility of navigation items is based on the group affiliation of a given user. Users can also be assigned to multiple clients if needed, but must have a master-client. The visibility of clients to users differs and is not regulated by clearances. In principle, users with access to the client manager can see those clients to whom they are assigned to (by a super administrator or rules). A given user can only assign other users to those clients or select those clients at other points in the system.

Functions of the Client Manager

New

The client function is typically configured by imc Consultants given the amount of important settings, but can be performed by imc customer system administrators as well. When creating a client all tabs and settings will be available, but if editing a client all will only be available if editing the "Global" context.

Description Tab

When editing a client it can be done either “Global” or system specific to enable specific configuration per system such as front-end URL; e.g. Prod or Stage environments to have different domains. In addition to general administrative fields, the “Design” of the client is also selected on the description tab. The “Logout URL” to which the client user is sent after logging off from the system is also stated; this can be an external URL and if left blank will logout to the “External Start Page” for the client.

Configuration Manager - Client | Description

E-mail Addresses Tab

There are two sections to the "E-mail addresses" tab which are the "Sender's e-mail address" and "Recipient of system e-mails".

Sender's e-mail address: are used to adjust alter details of enrolment messages and notifications for trainings delivered by Providers that have been linked to the Client. While it is possible to configure Provider specific Enrolment Messages (triggers & texts) and Notifications with the same fields manually populated, it is much easier updating the four fields and the Learning Suite will automatically adjust the details on standard mails when a Provider linked to a Client is detected."Recipient of system e-mails" section contains matching recipient fields to the defaults configured in "Settings > Configuration > Communication/Mail". If values are defined in the Client then these will take precedence over the default values. In the case of a multi-client system multiple receivers can receive generic emails such as log files.
"Recipient of system e-mails": section contains matching recipient fields to the defaults configured in "Settings > Configuration > Communication/Mail". If values are defined in the Client then these will take precedence over the default values. In the case of a multi-client system multiple receivers can receive generic emails such as log files.

Configuration Manager - Client | E-mail addresses

Languages Tab

If several languages are licensed on the system the relevant platform languages can be defined for each client. Only the languages added here are displayed for this client and if languages are added one must be ticked as “Default” to save.

Languages

Settings Tab

This tab summarises various configuration possibilities that all have effects on the client. Detailed information on the individual functions and settings can be taken from the online help “i” information icons per field. Below are setting descriptions for fields without the “i” icon:

Configuration Manager - Client | Settings

Access and Security Tab

This tab summarizes various configuration settings, all of which have an impact on the client setup in terms of access and security; e.g. account enrolment or authentication workflows and access parameters. Detailed information on the individual settings can be found in the online help “i” icons.

Configuration Manager - Client | Access and security

Authentication Methods

Under “Authentication methods”, the configured authentication methods can be edited with regard to their use (“enabled/disabled”) and the description displayed. At the same time, the order in which the different authentication methods are displayed on the login page can be defined.

Import Source Settings Tab

For local authentication the rules for generating and validating the login name and password can be determined for each client. In addition, various rules can be defined for each import source (LOCAL, LDAP, CSV) and context (BACKEND, FRONTEND, GLOBAL, IMPORTWIZARD, SCHEDULE, SELFREGISTRATION).

Configuration Manager - Client | Import source settings

Edit

Delete

User Assignment

Users are added to or removed from clients with the help of a CSV user list that needs to be uploaded. The list needs to start with a unique identifier (e.g. user ID or e-mail address) and list the values (e.g. IDs or e-mail addresses) of the individual users.
Sample file: userlist.zip

From the user manager, in turn, users can be selected, and a list of all clients they were assigned to displayed. Further clients can be added, and assigned ones can be removed.

Depending on the system configuration, the client assignment is carried out automatically. One or more clients need to be assigned to a user so the user can use the system.

The user assignment can also be done in the configuration manager, which is then valid for the entire system.

Configuration Manager - Client

Client Settings in the Client Manager

Description

Setting	What does the setting do?
Basic information: Client name	Name of the client
Basic information: Abbreviation	Abbreviation of the client
Basic information: Client description	The description field can be used to provide more details about the client.
Basic information: Design	The design for the client can be chosen, In a multi-client system, each client can have his own design
Basic information: Logout URL	When a user logs off from the system, he will be redirected to this URL.
Basic information: Relevant to validation	This setting can be added to courses and media to flag objects relevant for validation. Being relevant for validation results in changes to the object being recorded in the audit trail, the object can no longer be deleted and a digital signature is required to make changes (if configured).
Contact: Name of contact person	Name of the contact person responsible for the client
Contact: E-mail	Email address of the contact person responsible for the client.

E-mail addresses

Emails are sent for many different processes, for those recipients can be configured.

Setting	What does the setting do?
Sender’s e-mail address: Sent by	This setting is used to specify the e-mail address for the message sender. This will overwrite the sender’s email from registration messages and notifications, if these are connected via the provider.
Sender’s e-mail address: Sent by alias	This option is used to specify the name of the message sender. If no value is entered, only the e-mail address of the sender is used.
Sender’s e-mail address: Reply to	This setting is used to specify the e-mail address for replies.
Sender’s e-mail address: Undeliverable	This option is used to specify the e-mail address to which undeliverable e-mails are sent.
Recipient of system e-mails: Email address for email messages concerning user registration	Recipients of the e-mails sent as part of the user registration process
Recipient of system e-mails: Language of email messages concerning user registration	The language defined here is used for the e-mails sent during the user registration process.
Recipient of system e-mails: E-mail address upon rejection of terms of use or privacy policy	If a user rejects the terms of use or privacy policy, an email is sent to this address.
Recipient of system e-mails: Language of E-mail message upon rejection of terms of use or privacy policy	The language defined here is used for the e-mails sent if a user rejects the terms of use or the privacy policy.
Recipient of system e-mails: E-mail address for scheduled job import of users	The recipient will be informed about scheduled user import processes.
Recipient of system e-mails: Language of the e-mail message for scheduled job import of users	The language defined here is used for the e-mails sent for the planned user import processes.
Recipient of system e-mails: E-mail address for batch assignment of users to groups, courses, and clients	The recipient will be informed about the assignment of users to groups via the bach assignment.
Recipient of system e-mails: Language of the e-mail message for batch assignment of users to groups, courses, and clients	The language defined here is used for the e-mails sent for batch assignment of users.
Recipient of system e-mails: E-mail address for group import	The recipient will be informed about the group import process.
Recipient of system e-mails: Language of the e-mail message for group import	The language defined here is used for the e-mails sent for group import.
Recipient of system e-mails: E-mail address for the XML group import	The recipient will be informed about the XML group import process.
Recipient of system e-mails: Language of e-mail message for XML-based group import	The language defined here is used for the e-mails sent for XML group import.
Recipient of system e-mails: E-mail address for license manager	The recipient will be informed about licenses.
Recipient of system e-mails: Language of e-mail messages for license manager	The language defined here is used for the license e-mails.
Recipient of system e-mails: E-mail address for the seat allocation import	The recipient will be informed about the seat allocation import process.
Recipient of system e-mails: Language of the e-mail message for seat allocation import	The language defined here is used for e-mails for the seat allocation import process.
Recipient of system e-mails: Email address for user feedback	The recipient will receive the feedback given by the learners via the feedback panel.
Recipient of system e-mails: Language of email messages concerning user feedback	The language defined here is used for learner feedback.
Recipient of system e-mails: Email address for email messages concerning multi-factor authentication	The recipient will be informed about the multi-factor authentication.

Settings

Setting	What does the setting do?
Learner front end
Public learner front-end URL	The URL entered here is used for links in the learner frontend (e.g. links directly from the catalogue manager). Please note that the URL must end with "/".
Platform URL	The current active client configuration is added to the URL (e.g. client=anonymous or client=ocw).
Course
Default setting required for course prerequisites at registration	Defines the default minimum status required for mandatory course prerequisites in order for the enrolment to be permitted. Selecting the minimum status will ensure that all values greater than the selected one are also considered sufficient. The order will be the following: Enroled, In Progress, Passed/Concluded
Disable the move function when cancellation fees apply	This prevents line managers from using the move function when time-dependent cancellation fees would apply.
Show course and learning path progress in learner's view	If this setting is enabled, learners will be able to see their learning progress for courses and learning paths.
Show course progress as circular progress bar	The learner's progress is shown as a circle on the course tile.
Enable mail sharing	If this setting is enabled the learner will have the option to share from the content detail page via mail.
Show zero rating	If the rating is zero this also will be shown
Allow forum quotes	If this setting is enabled, users are allowed to quote posts from others.
Selecting content for attendance tracking	This setting can be used to determine which content types cannot be displayed and marked in the attendance tracking. Tests and course sets are generally excluded.
Learning Path Management
Show only future courses for adding to syllabus	Only courses whose start date is in the future are shown when adding them to the syllabus. Duration of use courses are always shown.
Automatic cancellation only for automatically booked courses	If this is active courses booked via automatic booking via learning paths are cancelled when the complete learning path is cancelled.
Enrolment
Enable enrolment by supervisor	If this is active, the supervisor is allowed to book his employees on courses and learning paths.
Enable manage staff enrolments	In addition to a possible available enrolment by supervisor, it is also possible to configure that a user can manage staff enrolments. It is possible to define the actions which should generally be available, Compared to the access rights, configured for navigation entries.
Define action list for manage staff enrolment	The selection is only available if the functionality “Enable manage staff enrolments” is active. If an action is selected, the button for the functionality is there but can be disabled because the relevant object does not allow based on other settings, e.g. for a concrete course, the replace functionality is not available because the planning status of the course forbids it.
Skip enrolment process-related system checks	Enabling this setting will lead to the user being immediately enrolled in the following context: batch registration (no redirect to the description page). This process would skip the enrolment form checks.
Display refresh participant's status button	Enabling this setting will give the supervisor the possibility to refresh the participants’ status during enrolment.
Show due date/identification dialogue while enrolment by supervisor	Activates the display of a dialog window with due date/identification during enrolment by the supervisor. The window only appears if no enrolment forms or payment methods are activated.
Due date as mandatory input	If the checkbox for the due date is checked, it is mandatory for the supervisor to specify these values.
Identification as mandatory input	If the checkbox for identification is checked, it is mandatory for the supervisor to specify these values.
Enable pre-booking by supervisor	Enables or disables the opportunity for the supervisor to pre-book learners: “Do not enable” means that no pre-booking of supervisors is always at all”, “Always” lets the supervisor always pre-book independent of any settings in course meta tag “Conditional pre-booking” and if “Consider setting in course template” is selected, the supervisor is just allowed to pre-book, if conditional pre-booking is also allowed in course template level.
Enable wish list	If this setting is activated, the learner will have the option to add a course/learning path to the wish list.
Warning of time conflicts	If this option is enabled, a warning will be displayed if a booking is requested for a date-depended course and the user is already enrolled in a date-depended course at the same time. Learning paths and duration of use courses are not checked.
By default, only display active users for registration, postponing, replacement or cancellation under My Staff.	Allows only active users to be shown under the My Staff list. If the authentication filter is also defined via the user list, then the line manager has the possibility to manually remove the pre-filter and see all users.
Also display passive users for registration, postponing, replacement, or cancellation in all other views.	Defines if also users with the authentication status “passive” are shown.
My staff
Users created by the supervisor have to be confirmed	If this checkbox is active, all users created by a supervisor must be confirmed by an admin before they can log in. No login is possible as long as the user has not been confirmed.
Show own users in the “My Staff” view	This configuration activates the display of the own user in the My Staff list.
Language
Display language selection on the description page and inside the course room	Allows to configure whether the selection of languages is allowed on the description page of the course/template and in the course room
Use user-defined platform language and transfer to e-mail language	If this setting is activated, the platform language for a logged-in user will be saved and the value transferred to the mailing language (ILP)
Transfer of the platform language to the preferred language of execution	If this setting is activated, the platform language for a logged-in user will be transferred to the language of execution. This setting can only be activated when the prior setting "Save the platform language and transfer to the mailing language" has been activated.
Use of languages on tiles	Configures whether the description language and the content language are displayed on the tiles, only the content language is displayed, or both of the above options are displayed together.
Homepage
External start page	Allows to choose a portal menu item as external start page. If a client navigation is set the client navigation is used as an external start page. If no navigation is set the most left navigation entry is used as an external start page. If there is no navigation entry defined the system URL is used as an external start page.
Internal start page	Allows to choose a portal menu item as an internal start page for the logo. If a group navigation is set the group navigation is used as an internal start page. If a client navigation is set the client navigation is used as an internal start page. If no navigation is set the most left navigation entry is used as the internal start page. If there is no navigation entry defined the system URL is used as an internal start page.
Media
AICC-Catcher URL	The AICC Catcher URL is a special URL used by the Learning Management System (LMS) to receive and process AICC-compliant e-learning content.
Video player	Configures the video/audio player. The lincencekey must be defined for using "jwplayer".
Video player license key	A Video Player License Key is a unique key used to activate, authorise or unlock a video player or video streaming platform.
Adobe Connect Meeting template	Template used for the creation of Adobe Connet Meetings
Bookshelf
Active	Activates the component "My bookshelf".
Show removed media	Determines if recommended content deleted from the helf by the user will be indicated as such in "Bookshelf assignments" with a further column on the list of assigned users, groups, or clients.
Update media	The component will be updated on a user’s bookshelf if the component is updated in the media manager.
Enable adding courses and learning path to the bookshelf	Enabling this setting allows users to add courses and learning paths to their bookshelf. The ’Add to Bookshelf’ option will be available on course and learning path tiles as well as their description pages inside the Catalogue and My Learning.
Tests and feedbacks
Allow automatic updates based on classifications	Allows to define that when adding a classification to a test, the classification is remembered and will be considered for automatic updates of the test, if questions are added or removed from the corresponding classification.
Template for excel test question import and export	A template in .xls or .xlsx format for the question import or export. The template can be down loaded in the test question manager.
Template formatting for Excel import and export of test questions	This setting defines which Excel template formatting should be used when importing and exporting test questions. If "One row per question" is used all answer possibilities are defined in the same row of the questions in several columns. If "One row per question and separate rows per answer" is used the question is defined in one row and in the rows below the questions are defined.
On-the-job training
Manual filter and sort options for mentors	Enables the following filter and sort options Course filter Filter for unreviewed learner input Manual sort based on the oldest or newest unreviewed learner input With this option enabled, the filter for unreviewed learner activity will be by default enabled and the default sort option will be based on the oldest unreviewed learner activity. This functionality supports mentors with a high number of tasks to review to focus on the tasks where the learner already provided input that needs to be reviewed.
Seat allocation
File template for seat allocation import	Possible values for the time span for capacity check: 1 - Per month: The yearly, quarterly and monthly values are displayed. Only the monthly value is editable. The quarterly and yearly capacity is calculated automatically.The seat capacity warning during the enrolment is issued when the monthly capacity is reached. 2 - Per quarter: The yearly and quarterly values are displayed. Only the value per quarter is editable. The yearly calculation is computed automatically based on the quarterly value.The warning during the enrolment is issued when the quarterly capacity is reached. 3 - Per quarter on monthly recommendations: The yearly, quarterly and monthly values are displayed. Only the monthly value is editable. The quarterly and yearly capacity is calculated automatically.The seat capacity warning during the enrolment is issued when the quarterly capacity is reached. 4 - Per year: Only the value per year is displayed and editable. The warning during the enrolment is issued when the yearly capacity is reached. In the seat allocation import, the digit corresponding to each option can be used to specify the time span.
Default value for the "seat allocation check period"
Experience Area
Show badge progress	This configuration allows you to control whether the progress toward badge completion is displayed to learners. When enabled, learners will see their progress indicated on all badges according to their completion status.
Import
Rules file upload	A rules file is an XML file that contains rules used when processing user profiles. If a rules file is uploaded for the client, these rules are read every time a user is imported and/or updated. If no rules file is uploaded for the client, the standard rules from the configuration file are used.
CSV group import separator	Used to define the separator for the CSV group Import.
Separator for the CSV course import	Used to define the separator for the CSV course Import.
User Merge
Keep highest individual level protection for Learning Path	The client setting of the source user is always considered for the merge of Individual Level Protection.
Site map
Activate creation of the site map	This setting activates the generation of a site map for this client (see http://www.sitemaps.org )
Activate experimental new description pages	With this setting a new description pages will be used for site map indexing. These new pages are not using # in the link, in order to help SEO to better index the pages. These pages are used only for SEO purposes, meaning will be used for open catalogues and cannot be used once the user is logged in.
Login name for site map-creation	The generation of the site map takes place based on the user’s access right
Site map prefix	The entered prefix is put in front of each URL in the site map.
URL of the generated site map	As soon as the site map has been generated, it can be accessed via this link
Mobile Apps
Internal portal page for learners	If an internal portal page is selected for learners, this portal page will be displayed to users for whom the page has been released – directly after the login to mobile apps.
Internal portal page for management tasks	If a portal page is selected for management tasks, this internal portal page will be displayed to users for whom the page has been released – in mobile apps instead of learner functions. Users can also activate an additional display of learner functions via the profile settings.
Process Guide
Integrate the Process Guide into the administration view
Integrate the Process Guide into the learner view
The Process Guide Server URL
User name

Access and security

Setting	What does the setting do?
Authentication
Username and password login form	Defines whether a user can authenticate via a user name/password form.
SAML authentication	Defines whether a user can be authenticated using a SAML identity provider.
SAML entity ID	If the checkbox for SAML authentication is ticked, a SAML Entity ID can be entered here. The SAML Entity ID must match the one from the systemintegration.xml.
Integrated Windows Authentication	Defines whether a user can authenticate using Integrated Windows Authentication.
Integrated Windows authentication header variable	For each client, a list of alternative header variables can be provided that can be used alternatively for authentication, such as "MY_AUTH_HEADER". If no alternative variable is entered in the field, the user’s standard variable is used.
Facebook authentication	Defines if the users can authenticate using the Facebook login.
Facebook application ID	The application ID is required, if the checkbox for facebook authentication is ticked. The application id is the id of the application created on Facebook that supports Facebook login. The same application ID must be also configured in ILS, e.g. 153158628779286.
Target page for an un-authorised user	The target page, where an unauthorized user who tries to access a secured area, is redirected.
OpenID Connect	Defines the visibility of the OpenID Connect button for the login. If the checkbox is marked, the button is visible.
Open ID forbidden redirect URL	“OpenID Forbidden Redirect URL" refers to a URL in an authentication flow where access is denied due to issues related to OpenID Connect (OIDC) authentication.
Custom SSO	This setting is only functional if a custom SSO has been defined for the system.
Prefer custom SSO	When this setting is active, custom SSO is preferred on the login page, even if other authentication modes are configured.
Crowd SSO	If the cookie crowd.token_key is created and the token is valid, the user is logged in automatically in the system. If the cookie is not valid/does not exist, the user is redirected to the page/URL configured in the configuration manager.
Two factor authentication	This setting activates the 2-factor authentication. If this is active, logging on to the system is not only done by entering name and password, but also by an additional, second factor, in this case an email token. For successful login, it is necessary that users have stored their email address in the system. Note: Only available with the new architecture! Does not work together with SSO.
Whitelist IP-Ranges	Definition of IP ranges that do not have to authenticate with a 2nd factor. Several IP ranges can be specified by separating the entries with a ";". Example: 192.0.2.0/24; 193.0.5.0/32
Restrict two factor authentication to the following group(s)	Definition of groups that must authenticate themselves with a 2nd factor. If the IP of a user is in the whitelist and the user is also listed in one of the specified groups, the whitelist setting is overwritten by the group membership and the user must authenticate with the 2nd factor.
Passivate all users x days after last login	Defines the number of days after which a user will be deactivated, if the user did not login to the system since the specified number of days.
Passivate User x days after last forecasted personal end date	Defines the number of days after which a user will be deactivated, if the user does not have an active enrolment during this time. An enrolment is considered active if the current date is lower than the forecasted end date calculated for the given user based on the end date of the course/learning paths or personal end date calculated based on the duration of use of a course/learning path.
Login
Show link to reset password	If this is active a link on the external portal page will be available for resetting the password.
Link to reset password	This link leads the user to the area where he can set the password.
Enable forced login	Defines for external catalogue and dashboards, if the user is forced to log in before he can open the following pages independent of ACLs: Course description page, course template description page.
Show stay logged in option
User enrolment
Display function for self-registration in the portal	If the check box is ticked, users have the option of registering themselves on the platform via the public portal.
Send login data	The login data (login/ password) will be sent to the user if this is activated. When registered newly on the platform.
Email to the administrator responsible for the registration	The user whose email address is stored here will be informed about the registration of new users on the platform.
Permit self-registration for users not included in any authentication source	Self-registration can be restricted to users who have already been created in an external source, e.g. LDAP. If the check box is ticked, the authentication source is not checked and self-registration is possible.
Enable activation workflow for self-registration	If a user registers themselves on the platform, an additional interim step is added if this check box is ticked. After completing and sending the personal data, an e-mail containing an activation link is sent. The platform can only be used after clicking on the activation link.
Postal code verification	If the setting is activated, a notification is displayed that an integer value must be specified.
Pre-filtering on target position for enrolments	When activated, the users displayed for enrolment will be prefiltered by the given target position of the course. Users with empty position will not be displayed accordingly.
Security
Auto completion for password fields	Enable autocomplete for password fields. This should be disabled in situations where security is a high priority.
Validity period of the password	Indicates how long a password will stay valid. I.e. when a password change is required. The unit is days.
Warning of expiry of the password (in days)	Warning which indicates in how many days the password will expire. The unit is days.
Number of passwords to be checked for password repetition	Verification of previous passwords so that the user cannot reuse any of the last x passwords when selecting a new password.
Validity period of a session (in minutes)	Indicates after how many minutes the password must be entered again. Allowed value: 30 - 1439
Person attribute to reset password	Indicates whether the user must enter their username or email address to reset their password.
Privacy Settings
Type of user deletion	It is possible to select whether the result of deleting a user should be the anonymisation of the data so that the learning history is not lost, or whether it should be a complete deletion, removing the entirety of the user’s record from the system.
Remove forum contents	Regardless of the type of deletion, the contents of the forum will also be replaced by a placeholder “Content removed” when a user is deleted.
Delay the execution of deletion request by	It can be configured that deletion of a user can be delayed, expressed in months.
Delete User x days after deregistration	Defines the number of days after which a deactivated user will be deleted.
Show information on the use of cookies	When this option is selected, users will be presented with a notification informing them of the use of cookies and providing a link to cookie policy as part of their privacy policy.
Terms of use	Defines whether a checkbox for Terms of use appears on the signup page.
Privacy policy	Defines whether a checkbox for Privacy policy appears on the signup page.
Allow public user profile without authorization
URL template
Client selection	Defines how a client can be selected. When selecting HOSTNAME the domain is used to select the client, PARAMETER defines that the client will be selected via the URL paramter "client" and the CONTEXTPATH application is used to select the client.
Selection template	Defines either the URL or the parameter is used to select the client, e.g. portal.im-c.de (for HOSTNAME) and anonymous (for PARAMETER). In case of CONTEXTPATH pattern should be defined as /abc or ROOT if the application doesn’t have a context.

Import source settings

Under import source settings the format pattern of login and passwords can be defined per import source

Setting	What does the setting do?
Import source	The import source is consulted in conjunction with the context to determine which rules are consulted for generating and validating the login name and password. In this instance, the following applies: LOCAL: For each user that comes/has come into the system locally CSV: For each user that comes/has come into the system via a CSV import LDAP: For each user that comes/has come into the system via a LDAP import If configured:<ul style="list-style-type:circle;"> ERP: For each user that comes/has come into the system via an ERP import SHIBBOLETH: For each user that comes/has come into the system via a SHIBBOLETH import
Context	The context is consulted in conjunction with the import source to determine which rules are consulted for generating and validating login and password. In this instance, the following applies: BACKEND: The user is created/edited in the administrative view FRONTEND: The user is edited in the learner view GLOBAL: Applies whenever the specific context (e.g. backend) has not been specified IMPORT WIZARD: The user is created/edited using the wizard SCHEDULE: The user is created/edited using the cancelled import SELF-REGISTRATION: The user registers themselves
Length of the login name generated	The minimum length of the login name generated is set here. It will only be read if no generation pattern has been specified.
Generation pattern of the login name	For rules on generating the login name, the following placeholders can be used and can be specified in any order: {Fn} : The first n letters of the person’s first name {Ln} : The first n letters of the person’s surname {Nn} : a numerical sequence of n digits {E} : the e-mail address Example: {F2}{L2}{N2} => The login is created from the first two letters of the person’s first name, the first two letters of their surname and a 2-digit number sequence.
Length of the login name to be validated	The minimum length of the login name is set here. If the password falls short of the minimum length, the user cannot be saved. It will only be read if no verification pattern has been specified.
Validation pattern of the login name	For rules on validating the login name, the following placeholders can be used and are checked in exactly the order specified: {Fn} : The first n letters of the person’s first name {Ln} : The first n letters of the person’s surname {Nn} : a numerical sequence of n digits {E} : the e-mail address
Length of the password generated	The minimum length of the password generated is set here. It will only be read if no generation pattern has been specified.
Generation pattern of the password	For rules on generating the password, the following placeholders can be used and can be specified in any order: {Ln} : Minimum number of n lowercase letters {Un} : Minimum number of n uppercase letters {Nn} : Minimum number of n numbers {Sn} : Minimum number of n special characters
Length of the password to be validated	The minimum length of the password is set here. If the password falls short of the minimum length, the user cannot be saved. It will only be read if no verification pattern has been specified.
Validation pattern of the password	For rules on validating the password, the following placeholders can be used and can be specified in any order: {Ln} : Minimum number of n lowercase letters {Un} : Minimum number of n uppercase letters {Nn} : Minimum number of n numbers {Sn} : Minimum number of n special characters

Settings

In addition to the general settings above, it is possible to configure some searches and filters for important areas via the tool bar.

Global Functions and Related Topics

Search Users/ People Multi-client Context Configuration Manager