PerfectApps ® Help Guide

Account Name

This name is referred to when logging in with the API Login method and should be noted exactly when used there.

Description

This allows you to provide a description to be associated with the PerfectApps account.

Admin User

The Admin User represents the owner of the PerfectApps account. When a new account is established in PerfectApps, the detail provided in that initial enrollment is automatically used to create the first user in the account. This user is then designated as the "Admin User". The Admin User has special privileges. For example, this user cannot be deleted or be made inactive and receives account limit warning e-mails.

Each PerfectApps account can have only one "Admin User". For security reasons, only the current Admin User can change the field to assign a new Admin User. Other users who have Account Administrator permissions (the "Users" and "Account" options are turned on in the Users Details area of the Settings Dashboard) and therefore have access to the Settings page, can see the name of the Admin User but cannot change it.

If you are the current Admin User and wish to change to a new Admin User, click the ellipses button to the right of the field. This displays the "Select User" dialog where you can choose from other users in the account. If the newly selected Admin User is not a Full User, they will be granted Full User status.

To change the Admin User in a single license account it would be necessary to change the email address for the Admin User, Apply Changes and then Send a Password Link to the new Admin User.

Min. Password Length

You may set a minimum password length for your users. The default is 5 characters.

Password Characters

This field enables you to determine the type of characters your users can select for their passwords. Options include:

•Any - Any characters are allowed. For example: aaaaaa. This is the default setting.

•Alpha and Digits - The password must contain at least one alpha character (a - z) and one numeric character (0 - 9). For example: aaaaaa1.

•Alpha / Digits / Special - The password must contain at least one alpha character (a - z), one numeric character (0 - 9), and one special character. A special character is any character which is not a letter or a digit. For example: !, ?, $, %, ^, :, [, etc.

Block User After Failed Logins

You may lock out users who have exceeded the number of failed log-in attempts entered here. After being blocked, the user will need to contact the administrator. The user can be unblocked from the User Settings screen by clicking the Unblock button. See Unblocking a Locked-Out User.

Force Password Change After X Days

As an added security measure, you may require users to select a new password after a set number of days. If the days since the password created exceed the number entered here, the user will be prompted to select a new password upon their next log-in.

PerfectApps offers a Single Sign-On module that means an organization that uses integrated Windows authentication through IIS is able to bypass the need for a user to perform an actual login (other than the very first login). See the Using Single Sign-On topic.

Use Single Sign-On

Check this box to activate single sign-on in the account

Gateway URL

Enter the single sign-on gateway URL. The Gateway URL was supplied during the installation of the single sign-on gateway.

Password

Enter the password.

Only allow log-in if domain authenticated

If you want to ensure that users can only access PerfectApps using single sign-on and should not have access to the normal PerfectApps login screen, select the Only allow log-in If domain authenticated check box.

Use SSO Links by default on Notifications

When Single Sign-on is selected the Use SSO Links by default on Notifications option is enabled and selected. Any existing notification links included in apps built prior to Single Sign-on being selected (with the format {|link|}) will change to Single Sign-on links automatically. Un-check this option if you require existing notifications to remain as regular (non single sign-on) links. Existing notification links included in apps built with Single Sign-on selected (with the format {|non-ssolink|} or {|ssolink|}) will not be affected.

This feature is no longer supported.

This option is used to enable API for the account and specify which IP addresses can access the API. PerfectApps provides a set of API functions that a developer can use to integrate third party applications with their own systems. APIs are Web Services and use SOAP/.Net 2.0 as the base architecture. For full details on how to set up and use the APIs, see the PerfectApps API topic.

Enable External Portal Access

Allows special calls to be made from SharePoint PerfectApps Web Parts.

Enable Alternative Upload Mechanism

This feature is now obsolete.

Allow Basic User to Edit Own Details

Allows or restricts basic users from changing their personal details.

Allow Edit of User's Email Address

Allows or restricts users from changing their e-mail address in the Personal Details section.

Use Custom Fonts

Four fonts are available in PerfectApps by default; Sans Serif, Serif, Typewriter, and Verdana.

Selecting the Use Custom Fonts option will make several more fonts available to use. It will allow the designer to use fonts installed locally on their machine.

The locally installed fonts get used in two ways. List them in the Settings Dashboard by clicking the Edit button. Listed fonts will be available to select in the app and report object style properties. Fonts that are not listed can still be used by selecting the Custom option and typing the name of the font in the box provided.

When a custom font isn't available on the viewer's machine, a standard font gets used instead.

There are also thirty Google fonts included in the PerfectApps system from version 7.0 onwards, and these are available to use regardless of the Use Custom Font setting.

The Google fonts will automatically be available to use in the app and report designer and when a user views an app or report, in both versions of the application. The designer or user does not need to have these fonts downloaded on their local machine.

The fonts will also be seen in PDF copies of an app or report in the PerfectApps On Demand version. For the PerfectApps On Premise it will be necessary for the fonts to be installed on the PerfectApps server. For details see Google Fonts.

Default App/Reports Font

Allows the user to choose a default font for new apps and reports in design mode. App and Report designers may override this selection in the app/report designer.

Show App Instances by Permission

Allows the user to view all instances of an app for which they have Data permissions. This is useful for giving users access to app instances retroactively.

Ignore SSL certificate errors

Allows the user to ignore SSL certificate errors. Use this option for LDAP synchronization when using a self signed certificate.

Enable Auto Save (Design Recovery)

Allows a temporary version of an app or report to be saved automatically based on the time selected in the settings.

An administrator may choose an interval of 5, 15, 30, or 60 minutes or disable this feature by un-checking the check box.

When the app or report designer is open with this option enabled, a background process will run to create a temporary version of the current app or report periodically, based on the time selected in the settings.

 
The temporary recovered version will be stored in the database and will not affect or overwrite the last properly saved app or report version. The recovered version will exist until the user saves the app or report.

If the session expires or the user closes the browser without first saving the app or report, the temporary version will remain available.

 
No more than one temporary version will exist for each app or report.

 
Suppose a temporary version exists when the user clicks on Design or Publish from the dashboard. In that case, a message displays notifying the user that the app or report was not properly closed and providing options to proceed with the properly saved version or the recovered version.

Recover Design: The temporary recovery version converts into a new version of the app that opens. The last saved version of the app will still be available, and the user may revert to that using the usual methods.

Discard: The temporary recovery version is discarded, and the last saved version opens.

Cancel: The request to open the App Designer is canceled.