Setup - Operation Settings (System Management)

You can setup the following seven major settings in Setup - Operation Settings.

- desknet's NEO users management
- Groups users belonging management
- Roles (constitute a "collection of user's duty" that cannot be covered in group structure) management
- Holiday displaying schedule and time card settings
- Menu design settings
- Login and menu design settings
- Mobile version related settings

* Only system administrators can use the functions.

Print Button

To Display User Management List


When you press the link of Operation Settings > User Settings > User Management in Settings menu, User Management List is displayed.
You can add, edit, and delete desknet's NEO users.




Other Functions
Click [Other Functions] to see the sub menu.




To Create User


When you press "Create User" in the list of users, Create User screen is displayed.

To Create User

General Information
General Information

Workplace Information
Workplace Information

Personal Information
Personal Information

Season Ticket Information
Season Ticket Information
This section appears when the Transportation/Expense features are enabled by the system administrator.
(For more information, please refer to  Transportation/Expenses  in User's Manual)

Language and Time Zone
Language and Time Zone

When the entry is complete, press "Create" button to save the data.


To Edit User


When you press a link of a Name, Edit User screen is displayed.




Click "Update" button to save the changes.


To Delete Users
When you press "Delete" button on the list of users or Edit User screen, a confirmation window is displayed.





To Delete Users




To Add Users from File (Import)


When you press the link of Operation Settings > User Settings > Import User Data in Settings menu, Import User Data screen is displayed.
You can add users from a file in one batch.




After all entries are completed, when you press "Import" button, importing a form begins.


To Save Users to File (Export)


When you press the link of Operation Settings > User Settings > Export User Data in Settings menu, Export User Data screen is displayed.
You can save users to a file.




After all entries are completed, when you press "Export" button, exporting users begins.


To Set Editable Field Setting


When you press the link of Operation Settings > User Settings > Editable Field Setting in Settings menu, Editable Field Setting screen is displayed.
Set whether to allow users to edit fields in Profile.


If you uncheck a field, the field in Profile screen cannot be changed.
Click "Update" button to save the changes.


To Set Display Field Settings


When you press the link of Operation Settings > User Settings > Display Field Settings in Settings menu, Display Field Settings screen is displayed.
Select fields to be displayed in user information.


If you uncheck a field the field is hidden in user information.

This settings apply to the following screens. Click "Update" button to save the changes.


To Setup Layout of User Selection


When you press the link of Operation Settings > User Settings > User Selection Layout Settings in Settings menu, User Selection Layout Settings screen is displayed.
Select fields to be displayed in the user selection window.




- To Layout Field


Press and hold down the mouse button over a field you want to display and move to the layout and release the mouse button on desired place to layout the field

- To Change Display Width


Press and hold down the mouse button over a border line (right hand side of "X" button) of a field and move the mouse rightwards or leftwards, and then release the mouse button to change the width of the field.
* The width of Name cannot be changed.


- Change Display Order of Fields


Press and hold down the mouse button over a field name and move the mouse and release the mouse button on desired place to change the order.
* Name cannot be moved.

- To Preview to Check


When you press "Preview" button, the user selection window which the setting are applied is displayed.
You can check the layout after the changes. Click "Update" button to save the changes.


To Setup AppSuite User Setting


Go to Operation Settings > User Settings > AppSuite User Settings from the settings menu to display AppSuite User Settings screen.





To Display Group Management List


When you press the link of Operation Settings > Group Settings > Group Management in Settings menu, Group Management screen is displayed.





To Add Group


When you press "Add Group" button in the list of groups, Add Group screen is displayed.




Click "Add" button to save the changes.


To Edit Group


When you press a link of Group Name, Edit Group screen is displayed.



Click "Update" button to save the changes.
* If you change the parent group, child groups are also moved.


To Delete Groups


When you press "Delete" button on Recipient Whitelist Settings screen or Update Recipient screen, a confirmation window appears.
When you press "Yes" button, the groups are deleted. The groups are permanently deleted and cannot be recovered.


To Add Groups from File (Import)


When you press the link of Operation Settings > Group Settings > Import Group Information in Settings menu, Import Group Information screen is displayed.
You can add groups from a file in one batch.




Click "Import" button after all entries have completed and the importing process will be performed.


To Save Groups to File (Export)


When you press the link of Operation Settings > Group Settings > Export Group Information in Settings menu, Export Group Information screen is displayed.
You can save groups to a file.




After all entries are completed, when you press "Export" button, exporting groups begins.


To Display Role Management List


When you press the link of Operation Settings > Role Settings > Role Management in Settings menu, Role Management screen is displayed.

- About Role Function
The role feature allows users to create any "collections of users as a role" that cannot be covered by structures of groups.
Without roles, for example, you have to add a certain person as an approver to routes of WorkFlow. When the person has retired, then you have to update all of the routes the person was assigned to.
On the other hand, if you have assigned a role as an approver, only you have to do is to update the one role. Remove the person and add another one to the role.

Roles you created can be used in the following functions.
Usage example: To create an information message to managers
1. Create a role, "Manager Role" which managers are set.
2. Create an information message which recipient is set to "Manager Role".
   You can specify a role as a recipient instead of specifying individual users.




* There are two predefined roles: Administrators (System Administrator) and Everyone (All Users). You cannot change and delete the roles
Administrators... Users who have administrative rights
Everyone... All users


To Create Role


When you press "Create Role" button, Create Role screen is displayed.




When the entry is complete, press "Create" button to save the data.

- About Condition Setting Window



Click "OK" button to complete the settings.


To Edit Role


When you press a link of Role Name, Edit Role screen is displayed.



Click "Update" button to save the changes.


To Delete Role


When you press "Delete" button on Recipient Whitelist Settings screen or Update Recipient screen, a confirmation window appears.
When you press "Yes" button, the roles are deleted. The roles are permanently deleted and cannot be recovered.


To Add Roles from File (Import)


When you press the link of Operation Settings > Role Settings > Import Role in Settings menu, Import Role screen is displayed.
You can add roles from a file in one batch.




After all entries are completed, when you press "Import" button, importing roles begins.


To Save Roles to File (Export)


When you press the link of Operation Settings > Role Settings > Export Role in Settings menu, Export Role screen is displayed.
You can save roles to a file.




When you press "Export" button, exporting roles begins.


To Display Holiday Settings


When you press the link of Operation Settings > Holiday Settings > Holiday Settings in Settings menu, Holiday Settings screen is displayed.
You can check current holiday settings.




About Calendar of Each Function


You can set up the holidays to be displayed in the following functions:
Date Inputs for Each Applications
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.

- Date Input
Date Input



Schedule
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.
The same calendar will be displayed in Schedule of Portal.

- Schedule: Group/Week


- Schedule: Week


- Schedule: Month


- Schedule: Events selected (Week)


- Schedule: Sub window



Facility Reservation
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar of managing group of a facility information will be used.
* If the managing group is a general group, general calendar will be displayed.
The same calendar will be displayed in Facility Reservation.

- Facility Reservation: Week


- Facility Reservation: Month


- Facility Reservation: Week


- Facility Reservation: Events selected (Week)



Time Card
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.

- Time Card: Work Records


- Time Card: Attendance List



Project Management
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar of managing group of a project will be used.
* If the managing group is not specified, general calendar will be used.

- Project Management: Gantt Chart



Transportation/Expenses
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.

- Transportation/Expense: List of Transportation/Expenses



AppSuite
Holidays that have been set in a holiday calendar are displayed in red.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.

- Calendar Format Screen
Calendar Format Screen


Presence
Holidays that have been set in a holiday calendar are displayed in red with a bluish gray background in Presence > Work Plan.
* Saturday is displayed in blue letters and Sunday in red.
* "Day of Week Considered as Holiday" of a calendar will not be displayed in red.
Holiday calendar that has been set to the default group of login user will be applied.
* If a default group is not set, holiday calendar of the first belonging group will be displayed.
* If a holiday calendar is not set to a belonging group or a belonging group is not specified, the general calendar will be used.

- Work Plan
Work Plan


Create Holiday Calendar


When you click "Create Holiday Calendar" button on the Holiday Calendar Settings screen, create calendar holiday screen will be displayed.





Edit Holiday Calendar


When you click a link of holiday calendar name, an edit screen of the holiday calendar will be displayed.
You can edit the holiday calendar.



Click "Update" button to save the changes.

To Display A List of Holidays


When you click "Holiday Settings" on the calendar holiday settings screen, holidays of the selected holiday calendar will be displayed.
You can set holidays for the selected holiday calendar.





To Add Holiday


When you press "Add Holiday" button in the list of holidays, Add Holiday screen is displayed.




Click "Add" button to save the changes.


To Edit Holiday


When you press a link of holiday name, Edit Holiday screen is displayed.



Click "Update" button to save the changes.


To Delete Holidays


When you press "Delete" button on Recipient Whitelist Settings screen or Update Recipient screen, a confirmation window appears.
Click "Yes" button to delete the holidays. The holidays are permanently deleted and cannot be recovered. Please take note.


To Add Holidays from File (Import)


When you press the link of Operation Settings > Holiday Settings > Import Holiday in Settings menu, Import Holiday screen is displayed.
You can add holidays from a file in one batch.




After all entries are completed, when you press "Import" button, importing holidays begins.


To Set Basic Menu Settings


When you press the link of Operation Settings > Holiday Settings > Week Holiday Setting in Settings menu, Week Holiday Setting screen is displayed.




Click "Update" button to save the changes.


To Set Palette Menu Settings


When you press the link of Operation Settings > Menu Settings > Palette Menu Settings in Settings menu, Palette Menu Settings screen is displayed.




Click "Update" button to save the changes.


To Set Common Palette Menu Settings


When you press the link of Operation Settings > Menu Settings > Common Palette Menu Settings in Settings menu, Common Palette Menu Settings screen is displayed. You can create the common palette menu by selection and moving menu items to the area on the left.
* This guide describes based on desknet's NEO menu setting screen.
The setting procedure for the option menu and public bookmark is the same.




Click "Update" button to save the changes.

- Switch Palette Menu View
When you press "T" button, the palette menu is switched to display text and icons.


When you press "Switch to Icon View", the palette menu is switched to display icons.



To Manage Menu Groups


You can add, edit and delete menu groups to group menu items.




* Press and hold down the mouse button over a menu item you want to move and move the mouse and release the mouse button on desired place to change the display order.

- To Move to Menu Group
When you are moving a menu item, if you release the mouse button over a menu group, the menu item is moved to the menu group.

* If you choose a menu item from the list and release the mouse button over a menu group, the menu item is moved in the menu group.

Click "Update" button to save the changes.


To Edit Menu Items in Menu Group


When you press a menu group, menu items in the menu group are displayed.




- To Change Display Order of Menu Items
Hold down the mouse button over the grip on the left side of a menu item and release the mouse button over the desired place to change the display order.


Click "Update" button to save the changes.


To Set desknet's NEO Menu Settings


When you press the link of Operation Settings > Menu Settings > desknet's NEO Menu Settings in Settings menu, desknet's NEO Menu Settings screen is displayed.




* The menu of the default group which is set by "Edit Profile" in Profile or "User List" - "Add/Edit User" in Setup for each user is displayed. If default group is not selected, the menu of the belonging group is displayed for general users, and common menu is displayed for administrators.


To Edit desknet's NEO Menu


When you press a link of Application Name, Edit Menu screen is displayed.




Click "Update" button to save the changes.


To Set Option Menu Settings


When you press the link of Operation Settings > Menu Settings > Option Menu Settings in Settings menu, Option Menu Settings screen is displayed.




- Using Option Menus
You can use option menus you added in the slide menu, common/personal palette menu.
All option menus are displayed for a slide menu.


For palette menu, option menus which are added to the common/personal palette menu in Common/Personal Palette Menu Design Settings.
* For common palette menu design settings, refer to  To Set Common Palette Menu Settings .
* For personal palette menu design settings, refer to To Set Personal Palette Menu Settings .



To Add Option Menu


When you press "Add Option Menu" button in Option Menu Setting tab, Add Option Menu screen is displayed.




- Cookie Authentication for Option Menu



Click "Add" button to save the changes.

- A setting example for accessing to desknet's DB by using Cookie Authentication




To Edit Option Menu


When you press a link of Menu Name/URL, Edit Option Menu screen is displayed.



Click "Update" button to save the changes.


To Delete Option Menu


When you press "Delete" button on Recipient Whitelist Settings screen or Update Recipient screen, a confirmation window appears.
When you press "Yes" button, the option menus are deleted. The option menus are permanently deleted and cannot be recovered. Please take note.


To Set Screen Size Settings


When you press the link of Operation Settings > Screen Design Settings > Screen Size Settings in Settings menu, Screen Size Settings screen is displayed.

To Set Screen Size Settings


* If you uncheck Allow to Edit, this setting cannot be changed by each user individually.

Click "Update" button to save the changes.


To Set Common Design Settings


When you press the link of Operation Settings > Screen Design Settings > Common Design Settings in Settings menu, Common Design Settings screen is displayed.




* If you uncheck Allow to Edit, this setting cannot be changed in the design setting for users.

Click "Update" button to save the changes.


To Set Announcement Settings


When you press the link of Operation Settings > Screen Design Settings > Announcement Settings in Settings menu, Announcement Settings screen is displayed.
You can set the announcement settings for each application.


* The setting fields are displayed according to the display order of desknet's NEO menu items.


Click "Update" button to save the changes.


To Set Login Screen Design Settings


When you press the link of Operation Settings > Screen Design Settings > Login Screen Design Settings in Settings menu, Login Screen Design Settings screen is displayed.
You can change the design of the login screen.




Click "Update" button to save the changes.


To Set Login Logo Settings


When you press the link of Operation Settings > Screen Design Settings > Login Logo Settings in Settings menu, Login Logo Settings screen is displayed.
You can choose a logo for the login screen.




Click "Update" button to save the changes.


To Set Mobile Settings


When you press the link of Operation Settings > Mobile Settings > Mobile Login Settings in Settings menu, Mobile Login Settings screen is displayed.




Click "Update" button to save the changes.

- If you enter greater than or equals 4 days or choose "Indefinite Period", a confirmation screen is displayed.



To Set Mobile Menu Settings


When you press the link of Operation Settings > Mobile Settings > Mobile Menu Settings in Settings menu, Mobile Menu Settings screen is displayed.
Set the menu used by the mobile version.





To Edit Mobile Menu


When you press a link of each application name, Edit Menu screen is displayed.




Click "Update" button to save the changes.


To link Mobile App


When you press the link of Operation Settings > Mobile Settings > Mobile Login Settings in Settings menu, Mobile Login Settings screen is displayed.
Mobile App and Linked App can be selected.

To link Mobile App


Click "Update" button to save the changes.


To Restrict Downloading File


When you press the link of Operation Settings > Mobile Settings > File Download Restriction Settings in Settings menu, File Download Restriction Settings screen is displayed.
Select the applications you want to restrict downloading in the mobile version.




Click "Update" button to save the changes.


To Set Individual Mobile Menu Display Settings


When you press the link of Operation Settings > Mobile Settings > Individual Mobile Menu Display Settings in Settings menu, Individual Mobile Menu Display Settings screen is displayed.
Choose whether to allow users to set the mobile browser menu settings.




Click "Update" button to save the changes.