Overview
System Requirements
Installing
Upgrading
Getting Support
The User Interface
The Toolbar
Configuration
Address Book Management
Receipt Settings
Process Settings
Server administration
File Storage
File Storage Management
The Rules Engine
Rules Interface
Creating Rules
Removing Rules
Mail Types
Using Templates
Object Naming
Exporting & Importing Rules
Purging
Soft Purging
How to set up Purging
Manual Purging
Reporting
The Statistics Report
Summary File
Action Logs
Further Information
File Types
Automating Contact Manager
How Matching works
Automating Address Book         Management
Glossary
 

Process Settings

The Process Settings pane is used to configure when and how Contact Manager will process address book files.

NOTE: Changes to the settings on this tab are only saved when the Save and Close button is clicked.

Process pending Files automatically

Contact Manager can process registered address book files at designated times. The following frequencies can be chosen:

  • Every day – the files will be processed at the designated time
  • Every x hours – registered files will be processed every x hours
  • Immediately – as soon as a file is registered, Contact Manager will process it.

This option will only take effect when the software is running in the system tray.

Process files in the background

Contact Manager can either process files in the background with no dialog windows shown, or can display a progress dialog box on screen reporting on the progress. With this option selected, when running in background, the system tray icon will change to indicate when processing is taking place.

When processing file entries, do x at a time

This option sets the "chunk" size, that is, the number of entries that are processed by Contact Manager from an address book file at a time. This is useful if memory or network speeds are an issue and if so, a smaller chunk size should be specified. If these are not an issue, a larger chunk size should be specified.

This value can be between 1 and 1000. A value of 25 to 100 is typically recommended.

Perform Matching on IDs

When processing files, Contact Manager checks the directory to see if the entry already exists. Selecting this option will make Contact Manager check on the Unique ID (UID) field first. For this to have any effect, the existing external contact objects on the directory must have UID values in the correct attribute. The UID will have been pre-populated by another BDS Solutions product.

If this option is not selected, Contact Manager will use the standard obect name values as normal.

Move Objects based on rules (Active Directory)

If the above option is selected and matching on the UID value takes place, then if the contact object is in a different OU to that in the matching rule, then Contact Manager can move the contact to the correct OU.

Turn on automatic purging

This is a master switch for purging. Selecting this will turn on the purging settings defined in the rules. De-selecting this will turn off these settings and purging will not be applied.

This switch can therefore be used to turn on purging when the system is ready. In the same way, it can be used to temporarily turn off purging for testing or similar purposes.

NOTE: Save and Close must be clicked before any changes to this setting will take effect.

Provide confirmation of processing

Contact Manager can email process summary messages whenever it completes the processing of a single / batch of address book files. Enter email addresses of recipients in the box. To add multiple addresses, separate them using a semi-colon (e.g. John.Smith@nhs.net;Simon.Jones@nhs.net).

Attach summary

During the processing of address book files, a summary csv file is produced that lists all rules that were used in the processing along with the actions taken for each. See Summary File for more information.

Select this option to attach this file to the message.

Attach log file

The action log is a detailed csv file that lists all entries from the address book(s), along with the action that occurred and the rule it matched on. See Action Logs for more details.

Select this option to attach this file to the message.