System Maintenance

This article contains:

  • System Settings
  • SMTP Settings
  • System Log Viewer
  • Usage Statistics
  • Update History

 

System Settings

Permissions needed to Access this function: Super User

Warning

You can change system settings that are required for the application to run, as well as settings that control certain aspects of the software. Some of these settings can cause the software to become inoperable if configured incorrectly. It is highly recommended that only an individual with advanced knowledge of installing and configuring the software makes changes using this page.

  1. From AccuAccount menu, Select Admin
  2. Under Systems, Select System Settings
  3. This will show you a listing of all of you institutions current settings.
  4. If any field below is modified, Select Update once completed

System Configuration

  • Application Database Connection String - The SQL Server connection string to the database used by the application. 
  • Reporting Database Connection String - The SQL Server connection string to the Reporting Services database used for AccuAccount reports. 
  • Server Url - The web address that users will use to access the web application portion of AccuAccount. 
  • Enable Windows Authentication - Specifies Windows as the authentication mode. This mode applies when using the Internet Information Services (IIS) authentication methods Basic, Digest, Integrated Windows (NTLM/Kerberos), or certificates. 
  • Root Application Directory - Specifies the root application directory where AccuAccount is installed. 
  • Web Application Directory - The absolute or shared network path to the root directory of the web application in the installation directory. 
  • Scanned Files Directory - The absolute or shared network path where documents are stored. It is recommended to use a UNC path. 
  • Scanned Files Directory (Web App) - This is the same setting as above but is used by older parts of the application.
  • Upload Local Directory - The absolute path to the upload directory used by server-side components of the application
  • Upload UNC Directory - The network shared path to the upload directory used by server and client-side components of the application. 
  • Upload Bank Logo - Replace your AccuAccount header bank logo image by uploading a 'gif', 'jpg', or 'png' file. 

Exception Validator

  • Enable Amount Filter Activation - If this is enabled, any exceptions with amount filters defined for them and the amount (loan balance and commitment) goes above the set threshold will become active / required even if they were previously satisfied. If you do not wish to have those exceptions turned back on, this should be disabled.
  • Disable Real Time Exception Validation - If this is disabled, it prevents the real time ExceptionValidator from processing exceptions due to changes made by users. This means only the nightly ExceptionValidator will process exceptions while this feature is disabled.

Document Scheduler

  • Database Timeout - Specifies the number of minutes to execute database commands before it times out. Recommended default is 10 minutes.

Document Validator

  • Number of Days to Keep Logs - Specifies the number of days to keep associated log entries after running Document Validator. The default is 7, in which case the log entries that are more than 7 days old will be purged.

Core Link

  • Core Link Regex Value - Regular expression used to identify customer information from the CoreLink screen capture.

Purge

  • Purge Evaluate Timeout - Specifies the maximum number of minutes the purge evaluation will run before it times out.
  • Purge Execute Timeout - Specifies the maximum number of minutes the purge execution will run before it times out.
  • Purge Report Timeout - Specifies the maximum number of minutes the purge report will run before it times out.
  • Enable Advanced Settings -
    • Disabled: Allows specific document retention rules at the customer and account type levels. Customers, accounts, associated documents, and data will be deleted. This is the recommended method for deleting information from the system.
    • Enabled: Allows you to specify document retention rules at the document level, along with the customer and account type levels. Also, enables the ability to block items from being deleted. This mode introduces great complexity in managing document retention.

accuimg

  • Override Workstation Output Format - Allows you to force a specific output format for new documents coming into AccuAccount from accuimg across all accuimg installations. Disable to allow individual users to choose their own settings.

Other Configuration

  • Notice Letter Report - The absolute or shared network path where notice letter reports are stored.
  • Enable Branch Security - Enable Branch Security
  • Level of Branch Security -
    • Full Branch Security: Users can only see Customers and Loans for Assigned Branches.
    • Partial Branch Security: Users can see all Customers and Loans, but can only see Documents for Assigned Branches.
    • No Branch Security: Users can see all Customer and Loans and their Documents.
  • Enable IIS TIFF Service - Enables an IIS TIFF server that can be used to enable viewing of TIFF documents that are served as each page is requested.

 

SMTP Settings

Permissions needed to Access this function: Super User

Warning

The SMTP settings panel is a recap of all you institutions email settings. Settings should only be changed by users with advanced knowledge of the institutions email settings and configurations

  1. From AccuAccount menu, Select Admin
  2. Under Systems, Select SMTP Settings
  3. This will show you a listing of all of you institutions current settings. You can also Hover over the Information Icon next to each area to find out what the feature entails.
  4. If any field below is modified, Select Update once completed
  • SMTP Server 
  • Delivery Method 
  • SMTP Port - Specifies the port to use to access the SMTP server. For security, SMTP servers sometimes use a non-default port other than 25.
    • Normally when configuring email notifications with encryption for Office365, the recommended Port Number is 587. Unfortunately, at this time that port uses newer technologies (TSL) for encryption than the classic ASP pages (specifically the CDO object for sending emails) can handle at this time. If using Office365, you must use Port 25 (SSL) for emails to be sent properly. As we migrate the application over to ASP.Net this limitation will be removed.
  • SMTP Sender - The email that is displayed as the person sending the email. For some SMTP servers this is required to match the email used as the username.
  • Use SSL - Specifies whether to use SSL to access SMTP server. Some SMTP servers require SSL.
  • Enable Windows Authentication - Specifies whether to use Windows Authentication (default), or a specified username and password. In AccuAccount, the default credentials are the credentials that are specified for the Application pool.
  • SMTP User Name - When not using Windows Authentication, this is the username the SMTP server will use to send emails on its behalf. Leave blank for anonymous authentication.
  • SMTP Password - When not using Windows Authentication, this is the password used to authenticate the username. Leave blank for anonymous authentication.
  • Enable Secure Email - When secure email is enabled, a word or phrase is required, which is appended to the beginning of the subject line of all outgoing emails.
  • Message Size Limit -  Enter 0 for unlimited
  • Test Settings

To turn on "Secure" email sending via "ZixSecure", or any other email provider that requires a secure word/phrase in the Subject line of an email

Change the Enable Secure Email from False, to True and key in the required word/phrase in the Secure Email Word/Phase .  This will automatically enter the word/phrase into the subject line of all emails that are sent out of AccuAccount. 

System Log Viewer

Permissions needed to Access this function: Administrator or Super User

The system long viewer is a "Health Status" of you institutions AccuAccount/AccuTrack instance. It shows information, warnings, and errors that you institution may need to address. Items that are logged here are: Importer Updates (Customer and Account), AccuCapture, Exception Validator, Participation Loans, Document Scheduler, and more.

  1. From AccuAccount menu, Select Admin
  2. Under Systems, Select System Log Viewer

You can utilize any of the Filters displayed to only see specific items, then select Search 

Evaluate/Execute Purge | Report

Permissions needed to Access this function: Super User

For more information on Purge click the following link:  Managing-Document-Retention

Usage Statistics

Permissions needed to Access this function: Super User

The usage statistics panel, is an overview of all the products you institution is using.

  1. From AccuAccount menu, Select Admin
  2. Under Systems, Select Usage Statistics

Anything with a Green dot, means it is a function you institution is using. Anything with a Red Square is a function your institution is not using.

Update History

Permissions needed to Access this function: Administrator or Super User

The Update History , is an overview of updates that have been applied to the software.

Information will include Date, Time, User, From Version, To Version, and Log.

  1. From AccuAccount menu, Select Admin
  2. Under Systems, Select Update History

Update History will show an Error or Warning icon,  if there were any errors that occurred during the update, or Warnings the were generated. 

If you participated in the data collection during the update, the information above was sent to AccuSystems, which may be reviewed if the update contained any warnings or errors.

 

 

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