System

The system configurations offer several tools regarding Fusion. It is possible to change the forms of login, authentication, send email, configure indexer, converter and document scanner, among others. To access the system settings, go to: Administration > System, then the following screen will be available:

• Company Name: It is mandatory to enter the company name that will appear in the product title bar.
• Default Language: It is mandatory to select a default language for Fusion.
• Fusion Access URL: Fill in the URL that will be the access address of your environment. Fusion will use this configured URL to generate the access links that are sent by email (to point to activities and document) and to generate document links.

Note

When activating the license, the Company Name field will be filled in automatically, searching for the fancy name registered in the License Register within the Fusion portal.

Note

If you have a license for the Projects module, the organization in the module will be created automatically using the name registered in the Company Name field. If you make any changes to the name registered in the field, the organization will have your name changed as well.

Note

Normally the URL follows the pattern: path/port:/fusion/. However, that's not a rule.

URL examples: http://path.com.br:8080/fusion/ or https://www.neomind.com.br/fusion/

Authentication Settings

In Fusion, it is possible to customize the login process in the system, making access easier. See how it's possible to modify the settings for automatic user login and how Fusion can integrate with the company's network. You can register and enable multiple types of authentication simultaneously.

Within Authentication Settings, you will find the Authentication Methods option, where you can configure new authentication types.

In this view, you will notice that the Title, Enabled, and Authentication Type fields will be displayed on the screen.

Attention

When updating Fusion to the version that includes this feature, the environment will have the previously registered domains listed, and it will also have the default authentication type registered and enabled.

If the environment does not have any authentication types prior to the update, only the default authentication will be listed and enabled after the update.

Note

If the user has a default password registered in their user profile, they will still be able to log in using the username and password registered in the system, even if they can also log in through another domain such as LDAP, CAS, SAML2, or Custom.

• Show Authentication Method field on the login screen: Select Yes to make the authentication method field appear when logging into Fusion, allowing you to choose the authentication type to be used during login. Selecting No will hide this field on the login screen, and therefore, after entering your username and password, Fusion will automatically check which method these credentials are associated with.

Note

The Authentication Method field will only appear when there is more than one authentication type configured, including Default, LDAP, and Custom.

Authentication Method - Default

The Default authentication method will be created as a mandatory configuration, and it cannot be removed, only disabled.

It's important to note that the user cannot remove all registered login types. If there are no login types configured in the list or if all authentications are disabled, the Default field will be automatically enabled.

Clicking on the edit for the Default authentication method will display the fields related to that type of authentication.

• Title: Enter the title of the authentication that will appear when choosing the authentication method on the login screen. You can edit the title of the authentication at any time.
• Enabled: You can enable or disable a registered domain. Keep in mind that if there are no enabled authentication types, this option will automatically be enabled for the default authentication method.
• Authentication Type: Choose the authentication type you want to use for logging into Fusion. In the default option, this field will already be selected and cannot be changed.

Default Authentication Settings

In the default authentication, there will also be some additional settings.

• Show option "Keep connected": Define whether users will have the option to stay logged in on future logins, automatically entering the system even after reaching the session timeout.
• Maximum login attempts: Set a maximum number of times a user can enter incorrect login and password before the security Captcha tool is displayed.
• Allow login by email: Select Yes to make email a login key. If this option is enabled, each user will need a unique email to register in Fusion, and it's not possible to have two users with the same email. Selecting No allows only the User ID to be used for logging into the system.

Strong Password Settings

In the settings of the Default authentication, it will also be possible to configure strong password settings to enhance security by setting minimum password standards that users must adhere to.

• Minimum Characters: Set the minimum number of characters a password must have to be considered valid by the system. This field is mandatory and is filled by default with the value 8, but it accepts any integer greater than 0.
• Require uppercase and lowercase letters: In this field, you can choose between Yes if the password should consist of both uppercase and lowercase letters or No otherwise. It's a mandatory field.
• Require numeral: In this field, you can choose between Yes if the password should include numbers or No otherwise. It's a mandatory field.
• Require symbol: In this field, you can choose between Yes if the password should include symbols or No otherwise. It's a mandatory field, and valid symbols can be checked by hovering the cursor over the field, where an information icon is displayed.

Note

The accepted symbols are: ~`!@#$%^&*()_-+={[}]|\:;"'<,>.?/

Note

During a migration from an older version to the version with strong password settings, the current password standards are maintained, and the new composition requirements and minimum character count are not enforced for existing passwords.

Authentication Methods - New

In the authentication methods, when you click on the New option, a second screen for configuration will become available.

This screen will have the same three fields mentioned earlier: Title, Enabled, and Authentication Type.

Additionally, by default, the LDAP option is selected in the Authentication Type field.

Authentication Types

Next, we will discuss each of the Authentication Types available on Fusion Platform currently, how to configure them, edit them, perform logins, and other specific settings for each of them.

LDAP

With LDAP, it's possible to use the same authentication that a user has on Windows to log in to Fusion.

After clicking New to create a new authentication method, a second screen will become available. Select the LDAP option in the Authentication Type field as shown in the following image:

In the LDAP Authentication Settings, you will have the following fields:

• Domain: It is mandatory to specify the company's domain that will be integrated with Fusion.
• Domain Controller Host: It is mandatory to specify the LDAP domain controller's address.
• Enable SSL (LDAPS): Select Yes for the connection to LDAP to occur with an SSL certificate. Selecting No will disable the SSL connection.
• Distinguished Name: It is mandatory to provide the DN (Distinguished Name).
• Authentication Method: It is mandatory to specify which authentication method will be used in communication with the LDAP server.
• Parameters: Define any extra parameters needed during authentication against the LDAP server.
• Timeout: Select the timeout duration.
• Show option "Keep connected": Define whether users will have the option to stay logged in on future logins, automatically entering the system even after reaching the session timeout.
• Maximum login attempts: Set a maximum number of times a user can enter incorrect login and password before the security Captcha tool is displayed.
• Allow login by email: Select Yes to make email a login key. If this option is enabled, each user will need a unique email to register in Fusion, and it's not possible to have two users with the same email. Selecting No allows only the User ID to be used for login.
• Import New User: Select Yes to allow the import of new users by simply logging into Fusion with the AD (Active Directory) login and password. When an existing domain user enters Fusion for the first time via integrated login, this user is automatically created in the product's database. Select No if automatic user import is not allowed.
• E-form of new users: Define the forms that will be registered in the profiles of users imported into Fusion. This option allows selecting only forms that use the NeoUser default form as a template.

Profile for Import

After filling in the above information, you will have the Profile for Import fields where you can define the profiles that will be applied to the users integrated in the authentication.

Attention

Please note that the Profile for Import option will only be available if the Import New User field, mentioned earlier, has its value set to Yes.

This feature allows you to define the access profile for importing users, specifying which modules in Fusion they will have access to. You can simply select Yes or No for the available permissions. This way, imported users will have their access profile pre-defined in their user settings after the import.

For more information on each type of permission click here.

Right below, there is the option for Other Profiles, which allows you to configure a specific profile, something beyond what was provided in the previous configuration.

When you click Add, a screen will become available for adding permissions to the existing custom modules in Fusion.

You can also delete a profile that has been added by using the X button.

Update User Data

Right below, we have the option to Update User Data.

This option allows the user's data to be updated based on the settings passed in the Active Directory (AD). So, whenever a user logs in and the domain synchronization option is active, the synchronization will occur. This means that even if the user had previously changed some information in their profile, upon logging in, the synchronization will retrieve data from the domain and overwrite the information that the user had previously filled in.

LDAP Attribute Mapping

In the LDAP Attribute Mapping field, information from the code used by a field in Active Directory (AD) and the code for the same field in the Fusion database will be provided. This enables the use of this data for updating existing information.

Attention

Please note that the LDAP Attribute Mapping option will only be available if the fields Import New User or Update User Data, mentioned earlier, have their values set to Yes.

This option allows you to relate fields from the LDAP directory table to the fields contained in Fusion.

Whenever a user logs into Fusion, and the domain synchronization option for the domain in which the user logs in is active, synchronization will occur as expected.

To add a new LDAP Attribute Mapping, click on New. Then a new screen will become available.

• Field in LDAP: Enter the code for the field you want to import from Active Directory (AD).
• Field on Fusion: Enter the code for the field to which the information from AD will be imported into Fusion.
• Mapping Type: Specify the mapping type, which can be 1x1, Nx1, or NxN.

Note

LDAP authentication restricts regular users from changing their passwords in Fusion. As a result, options like Forgot your password? on the login screen and the Change password feature in the user profile will not be available to these users. Only super administrators in Fusion can perform password changes for any users in the environment.

Note

If there are existing LDAP users registered and the environment is updated to version 3.19.0 or higher, this new functionality will require those users to be re-registered in the new format of settings.

CAS

Some companies have a directory of logins and passwords on servers, known as Central Authentication Service (CAS). These logins can be used in various places within the company, including Fusion. To use this authentication method, in the System settings, select the CAS authentication method. Then, the configuration fields will be displayed.

• Server Address: Enter the address of the server to be used.
• CAS Server: Specify the address of the server hosting the CAS.
• Login Address: Enter the login address on the CAS server.
• Icon for the login screen button: If desired, attach an SVG icon for CAS fields that will appear on the Fusion login screen.
• Authentication access key: Specify whether the access key will be User ID or Email. The User ID option will be filled by default. If the Email option is selected, each user will need a unique email to register in Fusion, and it's not possible to have two users with the same email.

After completing the configuration, click Ok.

There you go! Now, to log in to Fusion, users can enter the logins and passwords they use in other places in the workplace environment.

Note

Opting for the CAS authentication type will not allow users to recover or edit their password through the button available in the user profile.

SAML 2

SAML (Security Assertion Markup Language) is an open standard for exchanging authentication information between a service provider and an identity provider. The identity provider is used to authenticate users and pass identity information to the service provider in the form of a digitally signed XML document. To use this authentication method, in the System settings, under the authentication methods section, the Authentication Type field should be set to SAML2. Then, several fields will become available.

• URL Login: Enter the SAML server address for authentication.
• Certificate: Select the file containing the public key for authentication on the SAML2 server.
• Identifier format (NameID): You can choose the NameID format as Transient or Unspecified. By default, the system has the Transient option selected.
• Icon for the login screen button: You can add SVG icons for SAML2 fields that will appear on the login screen.
• Authentication access key: Specify whether the access key will be User ID or Email. The User ID option will be filled by default. If the Email option is selected, each user will need a unique email to register in Fusion, and it's not possible to have two users with the same email.
• Import New User: Select Yes to allow the import of new users by simply logging into Fusion with the SAML login and password. When an existing domain user enters Fusion for the first time via integrated login, this user is automatically created in the product's database. Select No if automatic user import is not allowed.
• E-Form of New Users: Define the forms that will be registered in the profiles of users imported into Fusion. This option allows selecting only forms that use the NeoUser default form as a template.

Permissions

After filling in the above information, you will have the Permissions fields where you can define the profiles that will be applied to the users integrated in the authentication.

Attention

Please note that the Permissions option will only be available if the field Import New User, mentioned earlier, has its value set to Yes.

This feature allows you to define the access profile for importing users, specifying which modules in Fusion they will have access to. You can simply select Yes or No for the available permissions. This way, imported users will have their access profile pre-defined in their user settings after the import.

For more information on each type of permission click here.

Right below, there is the option for Other Profiles, which allows you to configure a specific profile, something beyond what was provided in the previous configuration.

When you click Add, a screen will become available for adding permissions to the existing custom modules in Fusion.

You can also delete a profile that has been added by using the X button.

Update User Data

Right below, we have the option to Update user data.

This option allows user data to be updated based on the settings provided in SAML. So, whenever a user logs in and the domain synchronization option is active, synchronization will occur. This means that even if the user had previously changed some information in their profile, upon logging in, the synchronization will retrieve data from the domain and overwrite the information that the user had previously filled in.

SAML Attribute Mapping

In the SAML Attribute Mapping field, information from the code used by a field in SAML and the code for the same field in the Fusion database will be provided. This allows these data to be used for updating existing information in Fusion.

Attention

Please note that the SAML Attribute Mapping option will only be available if the fields Import New User or Update user data, mentioned earlier, have their values set to Yes.

This option allows you to relate fields from the SAML directory table to the fields contained in Fusion.

Whenever a user logs into Fusion, and the domain synchronization option for the domain in which the user logs in is active, synchronization will occur as expected.

To add a new SAML Attribute Mapping, click on New.

• Field in SAML: Enter the code for the field you want to import from SAML.
• Field on Fusion: Enter the code for the field to which the information from SAML will be imported into Fusion.

Attention

When importing a new user through SAML2 authentication, the SAML NameID will be the key field defined in the SAML authentication settings. For this reason, the user's ID should be a unique combination of numbers, and it should not contain special characters, as this can cause login errors.

Attention

Email cannot be used as the user's ID.

Note

SAML2 authentication prevents regular users from changing their passwords within Fusion. As a result, options like Forgot your password? on the login screen and the Change password feature in the user profile will not be available to these users. Only super administrators in Fusion can perform password changes for any users in the environment.

Note

When migrating environments that already have SAML2 authentication configuration to version 3.19.0 or higher, the fields that do not exist today will be filled as follows:

• Title: SAML2
• Import New User: No
• Update user data: No

Custom

To set up a Custom authentication method, the Authentication Type field should be set to Custom as shown in the following image:

The configuration fields for custom authentication will be displayed, and they are described as follows:

• LoginModule class: Provide the full package path for the class that will be used as a login module (implements javax.security.auth.spi.LoginModule).
  
• Class of Service: Provide the full package path for the class that will be used as a service.

After completing, click on Ok.

Note

Please note that there is a button with a chain icon next to the fields. This button does not perform any action in the system; it only allows you to see if there are other parts of the system using the same information (class). In other words, it shows dependencies of the provided class. Its function is solely for visualization, and it is not mandatory or necessary to interact with the button for the entered information to work or be effective.

Note

When choosing the Custom authentication type, it won't be possible to recover or edit the password through the button in the user's profile.

Login Screen

From the authentication settings, it is possible to combine different authentication methods, which will modify the appearance on the login screen. Below, we will outline some of the possible configurations and how the display will be structured.

Default + Custom + LDAP

When the system has more than one type of authentication, such as Default, LDAP, and Custom (or multiple LDAP options), a field called Authentication method will appear on the login screen.

The Forgot your password option will be available only when selecting the Default authentication method in the Authentication method field. If Custom or LDAP authentication methods are selected, the option will be unavailable.

By default, no authentication method will be selected in the Authentication method field, so the user must choose an authentication method to log in. This field is mandatory.

Clicking on the selection box will allow you to choose the desired authentication method. In each authentication method, the information from the title field will appear, and next to it, the type will be displayed in parentheses "()".

When the environment includes this field, selecting an authentication method will be mandatory, and an error message will appear if you try to log in without selecting any information.

If an image is added to the Company Logo field in the Style Settings of the system, the behavior remains as specified. However, the chosen logo will appear on the login screen.

After entering the User, Password, and choosing the Authentication method, simply click on Sign in, and the login will be performed.

SAML + CAS

On the login screen with authentication configured as CAS or SAML, radio buttons will appear to choose which authentication method you desire to use for logging in.

If the Icon for the login screen button field has been configured, it will appear next to the registered title. However, when this field is not filled in the authentication method settings, only the title will be displayed.

The fields will appear in the order registered in the authentication settings. By clicking on the desired domain, the login screen will open in the same tab.

If an image is added to the Company Logo field in the Style Settings, the behavior remains as specified, but the chosen logo will appear on the login screen.

Default + SAML + CAS

To combine Default, SAML, and CAS authentication methods, the login screen will look like this:

These authentications follow the behavior as specified earlier.

Default + Custom + LDAP + SAML + CAS

When combining Default authentication with Custom, LDAP, SAML, and CAS, the login screen will appear as follows:

These authentications follow the behavior as specified earlier.

Email

Set up the sending of emails referring to workflows that are in progress, such as some activity, delays, deadline, among others. Fusion can also send emails about new published documents.

The following fields are mandatory:

• Sender's Name: Enter the name that will send the email.
• Sender's Email: Enter the email address that will send emails with notifications.
• Mail sending threads: When sending emails to a large number of users, here is defined how many and how many emails will be sent at a time.
• SMTP server: Inform the SMTP server that will be used for sending emails by the Fusion system.
• Port: Enter the port through which emails will be sent.
• Enabled: Select Yes to enable sending emails, select No so that emails with notifications are not sent.
• Execution Interval (In Minutes): Enter the time interval in minutes for Fusion to check for emails to send.

SMTP Authentication

For advanced SMTP email settings, you must check the SMTP Authentication option. The selection of this menu is not mandatory. These options are necessary to ensure that emails are sent and received.

POP3 Server

The POP3 server determines whether to send e-mail over SMTP, Fusion must first connect to the corresponding POP3 server. This is a guarantee of safety required by some environments. When you check Connect to POP3 Server, three fields are displayed, all of which are mandatory. The following screen shows the fields for this option:

• POP3 server: Enter the address of the POP3 server.
• Login: Enter the login of a valid user on the POP3 server.

Note

Some environments require this login to match the user completed in the Sender Email field above.

• Password: Enter the user's POP3 password.

SMTP Authentication

While SMTP authentication requires Fusion to send emails to users. When you check Authenticate to SMTP Server, three fields appear:

• Encrypted TLS Authentication: Select Yes if the SMTP email sending server has encrypted TLS authentication.
• ssl: Select Yes if the SMTP email sending server has SSL authentication.
• Login: Enter the Login corresponding to the email specified in the Sender E-mail field.
• Password: Enter SMTP Login Password.

Note

It is necessary to specify the type of authentication used by the email before providing the login and password. Therefore, when selecting the Encrypted TLS Authentication field as Yes, the ssl field will be hidden, and vice versa.

After you're done, click Ok.

Redirect Settings

It is possible that when entering a certain address it will be redirected to another, this setting is done in Redirection Settings.

• Input URL: Enter the URL that will be directed.
• Output URL: Enter the path that the URL entered above will be sent

Attention

This setting is used on some types of reverse proxy. Before making any changes, contact Neomind Support.

EDM Module Settings

Relevant configurations for the GED Module.

• Status filter for ordinary users: When you select Yes, the filter is enabled to browse documents, allowing you to view active, canceled, expired, and more documents. When No is selected, this filter is hidden.
• Save Only Last User Access: When you select Yes, only the user's last access to the document is saved. When No is selected, all views for this user are displayed.

BPM/Workflow Module Settings

Relevant configurations for the BPM/Workflow Module.

Process Documentation Report

• Cover image: Enter the path of the server folder with the cover image of the process report.
• Header image: Enter the server folder path with the process report header image.
• Delete processes from model: This option allows you to choose whether modeled processes can be deleted or not. If you select Yes, it will be possible to delete any modeling, which will result in the deletion of all processes initiated from it. Selecting No means that processes that have already been initiated cannot be deleted because they will be recorded in the process history. Therefore, only processes that have not yet been initiated can be deleted from Fusion.
• Allow one task in progress at a time: Select Yes to allow users to be created with the default setting of only one task in progress at a time. This means that each user can have only one task in progress simultaneously. Selecting No allows users to start as many tasks as they want simultaneously, meaning they can have multiple tasks in progress if needed.

Attention

The setting to Allow one task in progress at a time can be changed directly in the user's profile.

Electronic Signature Authentication Settings

This setting allows you to define whether or not system users need to enter the verification code they will receive via email to execute the electronic signature.

By default, the option will be enabled (Yes), but it is possible to disable it (No), by the administrator.

Remember that if you choose to disable this option, the user will only need to confirm his name to perform the signature.

This setting will be applied to all file fields that require a signature in the system and for all users logged on to the system.

Important

External users will always need to enter the captcha, since they do not have login authentication to ensure signature security.

File View Settings

These settings are related to the display of Document files in GED and fields of the File type in GED, Forms, and in Processes.

• Standard viewer for files: In this option, you can choose whether you want to view files in Documents, Forms, or Processes through the Universal Viewer or the PDF Viewer. By default, the Universal Viewer is selected. When you choose the PDF Viewer, instead of opening the Universal Viewer, a new tab with the PDF Viewer will be opened.
• Standard viewer in the Documents module: In this option, you can choose whether the Universal Viewer or the PDF Viewer will be the default viewer when opening documents in GED. By default, the Universal Viewer is selected.
• Open Universal Viewer in a new tab: When set to Yes, clicking to view a document with the Universal Viewer opens it in a new browser tab. When set to No, the document appears in a pop-up within the same tab.

Attention

The PDF Viewer allows the display of only one file at a time. Therefore, if you choose to use this option and try to open Documents with two files, only the first file of each document will be visible in the Viewer tab. Other files from the document can be viewed in the Data tab.

Document Converter

Configurations pertinent to the document converter.

Attention

The Document Converter screen will look like the image above, only if Distributed is set to No. If Yes, the Document Converter screen will look like the following image:

• Distributed: Select Yes to allow the Converter and Fusion to be separate tools. In this way, the Fusion environment will not be responsible for document conversion, instead, an external converter will handle it, saving resources specifically allocated for Fusion and improving performance. When selecting No, only one computer will be able to perform the conversion. To learn more about configuring distributed document converter servers, access the Configuration Guide - Distributed Document Converter
• Use Microsoft Office: Select Yes to use Microsoft Office as the default software for opening .doc and .docx files. If you select No, the system will use LibreOffice to open these files.
• Threads for conversion: Specify how many conversions will be performed in parallel. For example, if only 2 threads are allocated for conversion and 3 people try to convert a file at the same time, the third person will be placed in a waiting queue until one of the previous conversions is completed. This is a mandatory field, but if no value is provided, the system will perform the conversion of 2 files at a time.

Note

The value entered in the Threads for conversion field only applies to files that will be converted. Therefore, files that have been previously opened and are already converted in the cache folder will not use any threads, as there is no file to be converted.

• Cache Folder: In order not to have to perform a conversion every time a file is viewed, Fusion saves those converted documents to an unserved folder. In this field, enter the path to the folder for caching.
• Command Line of the PDF convert to picture: Provide the path to the folder on the server where GhostScript is installed, pointing to the executable file.
• LibreOffice path: Provide the path to the folder on the server where LibreOffice is located, pointing to the executable file.
• Custom Adapter: Enter the customization you want.
• File Preview DPI Quality: This option allows the user to set the resolution at which the files should be displayed. In addition to being able to choose a resolution from 100 to 150 DPI, it is also possible to select the Automatic option.

This setting will allow the automatic calculation of DPI for each file based on its width and will be applied to all files in the system (published and new files), always aiming for the best quality display.

Attention

The DPI increase, even if automatically, considerably improves the visualization quality of the information contained in the files. However, it is worth pointing out that in this case the loading time for viewing in the Universal Viewer may also increase. This is because the quality will be higher and the file will consume more space on the server.

• Enable OCR on Files: Select Yes to enable image search within documents, allowing searches for terms in the inserted files. Selecting No, no searches can be performed.
• Distributed OCR: Select Yes to unlink OCR from the File Converter, making it independent. With this option, it will be possible to distribute it, keeping it separate from Fusion. Selecting No will link OCR to the platform.

Note

Whenever file conversion is performed through a Distributed Converter, OCR will also be linked to the converter and not to the platform.

Controlled Copy Settings

Controlled copy printing was created to control the documents being printed. There are two ways to set up controlled copying: on the system and in the document type. It is important to understand that the System controlled copy configuration is general throughout Fusion, that is, for copying all types of documents. However, it is possible to customize the controlled copy directly to the desired document type.

• Copy Type: You can choose between Controlled Copy or Not Controlled Copy. Select Both so the user can choose whether the copy is controlled or not at the time it is generated.
• Controlled Copy Text: In this field it is possible to define the watermark message that will be displayed on the controlled copy. The field comes predefined with “ControlledCopyToAdresseeIn”, where it displays the message “Controlled Copy”.

Note

Fields from the controlled copy or also of the document can be used in the watermark. If the field is directly related to the controlled copy, just use $field.
For example: By entering $sender, the watermark will display the name of the user who issued the controlled copy.

If the information used in the text of the controlled copy is from the document, enter $document.field.
For example: Enter $Document.Creator.FullName to display in the watermark the name of the user who created the document. If you need to enter the date of issue of the controlled copy, enter #now.

• Type of Issue: Specify how the user can print the controlled copy, Printed, Digital or Both.
• Protocol presence: If you mark Allow, then before the pages referring to the copy, there will be a page with information pertinent to that document.
• Text Orientation Controlled Copy: Define what position on the page the text of the controlled copy will be written. The options are: Top, Base, Diagonal, Left or Right.

Tip: To learn more about customizing controlled copy in document type, click here.

After you're done, click Ok.

FusionBox Settings

In the configuration of this option you can define:

• Enable content copy blocking on files: Fill in Yes or No. Note that the Yes option is selected by default.

When you select the No option, that is, when you disable this setting when opening configured files without copy permission (in the form or in document permissions), FusionBox will no longer block Windows content copy actions (Ctrl+C and Print Screen) by the application.

Storage

Storage pertinent configurations.

• Fusion File Folder: Enter the path to the Fusion file folder.
• Indexer Folder: Enter the path of the folder for indexer.

Indexer Settings

In order for Fusion users to find files, documents, forms, and processes in their searches, indexes must be updated. With this, the indexes store the content so that they can be found in searches. Indexing also needs to be updated to optimize and reorganize these indexes.

• Enabled: Select Yes to enable Fusion to automatically index content when Documents are published/edited and Processes and Tasks are executed. Choosing the No option disables the indexer, preventing any indexing, whether automatic or manual, from being performed.
• Optimizing Indexes Time: Please specify the time at which the server should optimize the indexing of Documents, Processes, and Tasks.

Note

Indexing will be performed every 1 minute in batch, and the indexing process is active. Therefore, when selecting Yes in the Enabled field, Document indexing will occur at the time of their publication/editing, and Process and Task indexing will occur at the time of their execution.

Session inactivity threshold settings

• Web standard limit (in minutes): Specify the maximum time, in minutes, during which the user can remain inactive without their session being terminated when using Fusion by the web.
• Mobile standard limit (in minutes): Specify the maximum time, in minutes, that the user can remain inactive without the license used by them being released when using Fusion by mobile.

By default, the above fields are filled in with the value 15 for web and 5 for mobile.

Attention

Please note that the Web standard limit field will log the user out of the system whenever the inactivity period reaches the specified limit. On the other hand, in the Mobile standard limit field, the user will not be disconnected on mobile, however, the license they were using will be released, allowing another user to use it.

Therefore, as soon as the application comes into focus, it automatically resumes license consumption without the need for a new login.

• Allow users to change the limit: where the options Yes, if the user can change his timeout limit or No, if he cannot, will be available.

Note

Remember that when the No option is selected, all system users must follow the default limit defined here.

General Settings

• Number of records per page in GRID: Enter a maximum number of search items that will be displayed to the user on the same page. For example: When querying or searching, the results will be displayed on the screen, if 100 results appear, the user can choose to view 10 results per page.
• Number of Records in Auto-Complete: Enter a maximum number of items that will be displayed to the user in a field that is Auto-Complete.
• Default search option at top bar: Enter the default option you want for the system search by choosing between Documents or Processes.

Style Settings

You can change the visual identity of Fusion by changing colors and images as desired. With this functionality, some items can be changed, namely:

• Login screen background image or color.
• Color and Opacity of the Login section background.
• Colors related to the top menu and search component.
• Colors related to the side menu and their respective submenus.

To perform the visual customization, it is necessary to access the System settings.

Attention

General administrator permission is required to gain access to System settings.

Within System Settings, in the Style Settings section, the following fields will be available:

Attention

The fields, if never configured, will all be empty, thus being the system default, that is, after customizing to restore the default, simply delete the settings made.

In this configuration section you can find options for editing colors and images.

Logo Images

Initially there are three fields that can be uploaded images (.jpg, .jpeg, .png, or gif). These fields are:

• Company Logo: Select an image to insert in the Login section.

• Superior Logo: Select an image to be inserted in the upper left corner of your environment screen.

Next are settings for the colors and images of the login screen, top menu, and side menu.

Attention

Colors can be selected from the option chosen by clicking on the square next to the field:

A color palette will then be available to facilitate the user's choice.

After selecting the desired color, the hexadecimal reference of the color will be filled in the field:

Login Screen Image and Colors

You can change the following settings on the Login screen:

• Login background image: Select an image to be inserted as the background of the Login screen. (1)
• Login background color: Enter a background color for the Login screen. (1)
• Login section background color: Enter a background color for the Login section. (2)
• Login section background opacity: Enter a number between 0 and 100 to set the percentage of opacity. (3)

Top Menu Colors

You can change the following top menu settings:

• Top menu background color: Enter a color for the top menu background. (4)
• Top menu search component background color: Enter a background color for the top menu search component. (5)
• Top menu search component hover color: Enter a color for the highlight of the top menu search component. (6)
• Top menu search component font color: Enter a color for the top menu search component font. (7)
• Top menu search component border color: Enter a color for the border of the top menu search component. (8)

Side Menu Colors

You can change the following side menu settings:

• Left menu background color: Enter a color for the side menu background. (9)
• Left sub-menu background color: Enter a color for the background of the side submenu. (10)
• Left menu font color: Enter a color for font and menu icon and side submenu. (11)
• Left menu border color: Enter a color for the edges of the side menu. (12)
• Left menu hover color: Enter a background color for the side menu highlight. (13)
• Left menu font and icon color when highlighted: Enter a color for the font color and highlight icon in the side menu. (14)

After finalizing the color customization setup, simply click on Ok

Scan Settings

Configurations pertaining to Scan.

• Show Scanner Interface: The Fusion Scanner interface has tools to customize the scan. Select Yes to display the Scanner interface. When you select No, the interface is not displayed, in this case the Scanner's default settings can be configured in the next items.
• Black and White: Select Yes to scan files and photos in black and white only.
• Resolution (DPI): Set the maximum size in pixels per inch.
• Auto Feed: Select Yes to enable the printer to automatically pull sheets to scan. If the option No is chosen, it will not be necessary to place the sheets manually.
• Front and Back: Select Yes for the scan to be two-sided.

Task Center Customization Adapter

Enter the desired customization Java class for Task Center, the button next to the field is used to analyze dependencies of the inserted Adapter.

Default Desktop

Setting pertinent to the default workspace.

Enter the Fusion URL that should be displayed each time the workspace is accessed. With that, when accessing Fusion, you will be directed directly to the page inserted in this field. For example, entering the Task Center URL (http://server:port/fusion/appfusion/app/modules/bpm/task/central), when accessing the system or clicking on start, will be forwarded directly to the Task Center itself.

You can also use the keyword ${baseUrl} to define the base URL of the environment, so you don't need to enter the server and port.

For example: ${baseUrl}/appfusion/app/modules/bpm/task/central)

Websocket URL

Allows you to configure the default Fusion websocket connection URL, so Fusion can work on one URL and websocket on another.

History

For an administrator user to view changes made to the system, you can access Administration > System Settings. On the System settings screen there is a History button that displays the edits made to the system settings:

The edit history of the system settings is displayed with the parameters of:

• User: It will display the name of the user who made the change.
• Date: It will display the change date in a reduced format along with the time.
• IP: It will display the IP of the machine used to make the change.
• Field: It will refers to the field that has been changed or enabled.
• Previous Value: It will display the old values after being edited, that is, if the field changes from disabled to enabled, this column will be without value.
• New Value: It will display the current value of the field, or if it is disabled or removed there will be information about it.