Server Configuration - Server Options

Server Configuration – Server Options

The Server Options section of the Server Configuration Portal provides you with the ability to modify and set server-wide settings that will affect all client instances that connect to the server.

In order to access the Server Configuration Portal, you must either have Local administrator privileges on the machine that the Server component is installed on or be linked to a user profile that has the privilege to access security assigned from within the Server Configuration – Users window.

Server Configuration – Server Options tab

SERVER-WIDE OPTIONS

The Server Options tab displays status information related to the connected Expert Estimation Server and provides administrators with the ability to enable, disable or modify operational settings for the server.

CLIENT COMMUNICATION OPTIONS

NAME	DESCRIPTION
Secure connection	Displays whether secure communication is enabled in the server configuration. When enabled and a valid certificate is available, communication between the Expert Estimation Server and Client components is encrypted. Refer to Certificate Status to confirm a valid certificate was found. This is enabled by default. Note: This field is read-only.
Certificate Status	Displays the result of the server's certificate check. Valid indicates that a certificate matching the configured name was found and has not expired. N/A is displayed when secure communication is disabled. If the certificate is missing or invalid, check the server log for further details. Note: This field is read-only.
Certificate Name	Displays the certificate name configured for the Expert Estimation Server. The server uses this name to locate the certificate in the specified Windows certificate store. Note: This field is read-only.
Certificate Store	Displays the certificate name configured for the Expert Estimation Server, such as LocalMachine or CurrentUser. The server searches this location for the configured certificate. Note: This field is read-only.

API OPTIONS

NAME	DESCRIPTION
API Status	The API Status displays whether or not the API is currently enabled for the connected server. Note: This field is read-only.
Anonymous API Calls	Anonymous API Calls displays whether or not the anonymous API calls are authorised for the connected server. Note: This field is read-only.
Anonymous Swagger Calls	Anonymous Swagger Calls displays whether or not the Swagger portal can be accessed anonymously for the connected server. Note: This field is read-only.

NAME

DESCRIPTION

API Status

The API Status displays whether or not the API is currently enabled for the connected server.

Note: This field is read-only.

Anonymous API Calls

Anonymous API Calls displays whether or not the anonymous API calls are authorised for the connected server.

Note: This field is read-only.

Anonymous Swagger Calls

Anonymous Swagger Calls displays whether or not the Swagger portal can be accessed anonymously for the connected server.

Note: This field is read-only.

GENERAL OPTIONS

NAME	DESCRIPTION
Enable Security	Enabling security will enforce all instances of the Client application to authenticate with the Server component prior to connecting. Once enabled, restrictions will immediately be placed on any client instance connected to the Server component. Enabling this for the first time will prevent users from accessing Expert Estimation until the appropriate Users, Groups and Privileges have been assigned. Note: Security cannot be enabled or disabled when there are connected instances to the server.
Logging Level	This drop-down box provides the ability to alter the level of detail in Expert Estimation’s server-side diagnostic logging. Note: This is for diagnostic purposes only. Pronamics Support may request this to be changed in order to provide more information about program operation.
Server Discoverable	Enabling server discoverability allows for the server to be detected in the Server Selection window when clicking the Search button. When enabled, an optional Server Name and the Server Discoverable Port (UDP) port can be configured for access and identification within the Server Selection window.

NAME

DESCRIPTION

Enable Security

Enabling security will enforce all instances of the Client application to authenticate with the Server component prior to connecting.

Once enabled, restrictions will immediately be placed on any client instance connected to the Server component.

Enabling this for the first time will prevent users from accessing Expert Estimation until the appropriate Users, Groups and Privileges have been assigned.

Note: Security cannot be enabled or disabled when there are connected instances to the server.

Logging Level

This drop-down box provides the ability to alter the level of detail in Expert Estimation’s server-side diagnostic logging.

Note: This is for diagnostic purposes only. Pronamics Support may request this to be changed in order to provide more information about program operation.

Server Discoverable

Enabling server discoverability allows for the server to be detected in the Server Selection window when clicking the Search button.

When enabled, an optional Server Name and the Server Discoverable Port (UDP) port can be configured for access and identification within the Server Selection window.

SAVVYCHAT OPTIONS

NAME	DESCRIPTION
Enable SavvyChat	Enabling SavvyChat will allow for all users to access the SavvyChat component of the Connected Users list located in the bottom-right hand corner of the applications task bar. The SavvyChat component will not be accessible while this option is unchecked.
Enable Offline Messaging	The Enabling Offline Messaging option is only available while the Enable Chat checkbox is selected. This feature will display an additional section allowing you to enter SMTP settings for a relevant mail server to send an email to users that receive a message within Expert Estimation while they are offline. Note: Users will only be notified via an email after this option has been configured and when they have enabled receiving offline message notifications from within the Options - User Details.

NAME

DESCRIPTION

Enable SavvyChat

Enabling SavvyChat will allow for all users to access the SavvyChat component of the Connected Users list located in the bottom-right hand corner of the applications task bar.

The SavvyChat component will not be accessible while this option is unchecked.

Enable Offline Messaging

The Enabling Offline Messaging option is only available while the Enable Chat checkbox is selected.

This feature will display an additional section allowing you to enter SMTP settings for a relevant mail server to send an email to users that receive a message within Expert Estimation while they are offline.

Note: Users will only be notified via an email after this option has been configured and when they have enabled receiving offline message notifications from within the Options - User Details.