System Setup

System Setup tab  PAGEREF _Toc334608787 \h 2

iMIS Management 2

Set up printers 2

Task Viewer 2

Module Setup  3

Security Administration  3

Creating iMIS user records 3

Users window  8

Roles window  13

Enabling CAPTCHA security  14

Access control: Web-available features 15

Access control: Desktop-only features 21

Access Keywords in Customers 37

iMIS Desktop System Setup (File menu) 44

Modifying license configuration  47

Defining the date/time format for iMIS  48

Changing the font table  50

Support for foreign language characters 50

Organization Names window  52

SQL Security Setup window  54

Specifying a folder for Letter System templates 55

Activity record file attachments 55

iMIS Desktop Utilities (Utilities menu) 56

Report Specifications 57

SQL Query  63

Reports and Queries 63

Run iMIS Procedure Utility  67

Open Application Utility  67

Data Transfer Utilities 67

This section describes the administration and security options in System Setup, as well as the options available through the administrative views (Desktop View, Administrative Console):

■    The File > System Setup window

■    The Utilities menu

■    The Multi-instance Utility, available in the iMIS \bin folder