Global Settings Configuration

Global Settings configure system-wide parameters for the entire EPMware application. These settings control email services, application behavior, web interface options, and user-defined fields that affect all modules and users.

Global Settings module with configuration tabs

Overview

Navigate to Configuration → Misc → Global Settings to configure system-wide settings organized into four main categories:

Email Settings - Configure email service and notification parameters
Application Settings - System behavior, performance, and integration options
Web Settings - User interface and web application configuration
User Defined Settings - Custom fields for request management

Quick Links

📧 Email Configuration

Set up email service, addresses, and AWS SES integration

Configure Email →

⚙️ System Settings

Application behavior, timeouts, and performance tuning

Manage System →

🌐 Web Interface

UI preferences and display options

Configure UI →

📝 Custom Fields

Define up to 3 user-defined fields for requests

Add Fields →

Email Settings

Email Settings control all global email configuration for workflow notifications and system communications.

Email Settings configuration tab

Configuration Options

Setting	Description	Required	Example
From Email Address	Sender address for all workflow emails	Yes	admin@epmware.com
Override Email Address	Redirect all emails to single address (testing)	No	test@company.com
Failed Email Forwarding Address	Receive notifications for failed emails	No	it-support@company.com
Append Fixed value for Email Subject (Prefix)	Environment identifier prefix	No	[TEST] or [PROD]

Email Service Configuration

EPMware supports two email service options:

Option 1: AWS SES (Simple Email Service)

Configuration Steps:

Determine sender email address (e.g., finance@company.com)
Contact EPMware support to initiate AWS verification
AWS sends verification email to the address
Complete verification process
Set verified address in "From Email Address"

AWS SES Documentation

For security team inquiries, refer to: AWS SES FAQs

Option 2: Client SMTP Server

Required Information: - SMTP Server Name - SMTP Port - SMTP Username
- SMTP Password

Configuration Example

Example email configuration for production environment

Best Practices:

Environment Prefixes - Use clear identifiers:
[PROD] for production
[UAT] for user acceptance testing
[DEV] for development
Override Address - Only use in non-production environments
Failed Email Monitoring - Always configure for production

Editing Email Settings

Double-click the Value field to enter edit mode
Enter or modify the setting value
Update the Description if needed
Click Save icon to apply changes

Application Settings

Application Settings control system behavior, performance parameters, and operational configurations.

Application Settings with system configuration options

Critical System Settings

Performance & Timeout Settings

Setting	Default	Description	Impact
Application Import - Total Interval in Seconds before TimeOut	3000	Maximum import duration	Prevents hanging imports
Application Import - sleep interval in Seconds	10	Polling interval during import	System responsiveness
Auto Refresh Interval (Seconds)	60	Dashboard/monitor refresh rate	Real-time updates
Maximum # of Minutes for Deployment Task	180	Deployment timeout	Large deployment handling
Maximum # of Minutes for ERP Import Task	180	ERP import timeout	Data volume capacity
Maximum # of Minutes for Export Task	180	Export timeout	Report generation

File Size Limits

Setting	Default (MB)	Use Case
Maximum file size for All Modules	300	General file operations
Maximum file size for ERP Import	50	ERP data files
Maximum file size for Migration Import	200	Application migrations
Maximum file size for Request Attachments	20	User document uploads

Security & Access Settings

Setting	Default	Description
Enable Workflow based Security for Requests Dashboard	Y	Restrict dashboard visibility
User Authentication Directory Type	LDAP	LDAP or MSAD
User Authentication Directory Type option enabled	Y	Enable directory integration
Allow Delete/Cancel of Related Request Lines	N	Cascade deletion control

Service Configuration

Setting	Default	Description
Deployment Service Sleep Interval	5	Seconds between deployment checks
ERP Import Service Sleep Interval	5	Seconds between import checks
Workflow Service Sleep Interval	5	Seconds between workflow checks
SSH port for Agent Service	22	Agent communication port

Organization Branding

Configure company logo for emails and reports:

Setting	Example	Notes
Organization Name	EPMware Inc.	Company name
Organization Logo URL	https://company.com/logo.png	Public URL required
Organization Logo Width (Pixels)	172	Recommended width
Organization Logo Height (Pixels)	25	Recommended height

Debug & Monitoring Settings

Setting	Default	Purpose
Debug Level	3	1=Error only, 2=Warning, 3=All
Debug Purge Days	30	Retention period for debug logs
Turn on/off debug messages	Y	Master debug switch
Turn on/off debug messages to table	Y	Database logging
Database Trace identifier	ew_trace	Trace session identifier
Specify prefix for Debug Files	ew_debug	Debug file naming

System Directories

Setting	Default	Description
Stage DB Directory	EW003_STAGE_DB_DIR	Deployment staging
Temp DB Directory	EW003_TEMP_DB_DIR	Temporary files
File Archives DB Directory	EW003_ARCHIVE_DB_DIR	File archival

Display Configuration

Setting	Default	Impact
Date Format	MM/DD/RRRR	Global date display
Show # of nodes per page in Hierarchies	100	Pagination size
Show Member Description by default	Y	Hierarchy display
Show Descendants of parent member for shared instances	Y	Shared member handling
Show or Hide System Generated Request lines	Y	Request visibility

Advanced Settings

Setting	Default	Use Case
Disable All Logic Builder Scripts	N	Emergency script disable
Oracle Character Set	AL32UTF8	AL32UTF8 or WE8ISO8859P1
EPMware Application URL	https://demo.epmwarecloud.com	System base URL
Unzip - Sleep Interval in Seconds	20	Archive processing
Unzip - Total Interval before TimeOut	1200	Large archive handling

Editing Application Settings

Double-click the Value or Description field
Modify the setting as required
Click Save icon to apply changes

Service Restart

Some settings may require service restart to take effect. Check with EPMware support before modifying critical system parameters.

Web Settings

Web Settings - Future use.

User Defined Settings

User Defined Settings create up to three custom fields (UDF1, UDF2, UDF3) for the Request page, capturing additional business-specific information.

User Defined Field configuration

Field Configuration Options

Property	Description	Options
Enabled	Activate the field	On/Off
Required	Make field mandatory	On/Off
Data Type	Field data type	String/Numeric/Date
Display Type	Input method	Input/Lookup
Display Label	Field label on request	Custom text
Lookup	Reference lookup table	Lookup name
LOV SQL	Dynamic list of values	SQL query
Description	Field help text	Custom text

Configuration Examples

Example 1: Request Type Field (UDF1)

Enabled: On
Required: On
Data Type: String
Display Type: Lookup
Display Label: Request Type
Lookup: REQUEST_TYPES
Description: Select the type of metadata request

Example 2: Cost Center Field (UDF2)

Enabled: On
Required: Off
Data Type: String
Display Type: Input
Display Label: Cost Center
Description: Enter cost center code

Example 3: Effective Date Field (UDF3)

Enabled: On
Required: On
Data Type: Date
Display Type: Input
Display Label: Effective Date
Description: Date when changes should take effect

Dynamic List of Values (LOV SQL)

Instead of static lookups, use SQL to generate dynamic dropdown values:

SQL Requirements

LOV SQL must return four columns: 1. lookup_code - Stored value 2. meaning - Display value 3. description - Optional tooltip 4. seq_num - Sort order

Example 1: Security Groups with Filter

-- Show security groups containing 'APPR'
SELECT name lookup_code, 
       name meaning, 
       description description,
       rownum seq_num
FROM ew_groups
WHERE name LIKE '%APPR%'
ORDER BY name

Example 2: Requestor's Groups

-- Show groups for current requestor
SELECT REPLACE(rg.group_name,'REQUESTORS - ','') lookup_code,
       REPLACE(rg.group_name,'REQUESTORS - ','') meaning,
       rg.group_name description,
       rownum seq_num
FROM ew_user_groups_v rg,
     ew_request_headers h
WHERE h.request_id = :request_id  -- Bind variable
  AND rg.user_id = h.requested_by
  AND rg.group_name LIKE 'REQUESTORS - %'

Bind Variable

The :request_id bind variable is automatically available in UDF LOV SQL queries.

Editing User Defined Settings

Edit UDF Dialog

Right-click field in column and select Edit properties to enter edit mode
Configure field properties
Click Save icon to apply changes

Use Cases for UDFs

Field	Common Uses	Example Values
UDF1	Request categorization	New/Change/Delete
UDF2	Business context	Project codes, regions
UDF3	Tracking references	Ticket numbers, dates

Best Practices

1. Email Configuration

Verify Sender Address - Complete AWS SES verification
Use Environment Prefixes - Clear identification
Monitor Failed Emails - Configure forwarding address
Test in Non-Production - Use override address

2. Performance Tuning

Adjust Timeouts - Based on data volumes
Optimize Intervals - Balance performance vs. load
Set File Limits - Prevent system overload
Monitor Services - Check service intervals

3. Security Settings

Enable Workflow Security - Restrict dashboard access
Configure Authentication - LDAP/MSAD properly
Audit Debug Settings - Control logging levels
Regular Purging - Maintain debug retention

4. User Experience

Consistent Date Format - Organization-wide standard
Appropriate Pagination - Based on data volumes
Clear UDF Labels - Business-friendly names
Helpful Descriptions - Guide users

Troubleshooting

Common Issues

Issue	Setting to Check	Solution
Emails not sending	From Email Address	Verify AWS SES verification
Import timeouts	Application Import TimeOut	Increase timeout value
Slow dashboard	Auto Refresh Interval	Increase interval
Large file failures	Maximum file size settings	Adjust limits
Missing debug logs	Debug Level, Turn on debug	Enable debugging
Authentication issues	User Authentication Directory Type	Verify LDAP/MSAD settings

Critical Settings Reference

High Impact Settings

These settings significantly affect system behavior:

Disable All Logic Builder Scripts - Stops all automation
Database Trace - Performance impact when enabled
Service Sleep Intervals - Affects responsiveness
File Size Limits - Can block operations

Getting Help

When contacting support, provide: - Current setting values (screenshot) - Error messages - Debug log excerpts - System behavior description

Migration Considerations

When migrating between environments:

Settings to Update

Email Settings
From Email Address (environment-specific)
Override Email (remove in production)
Subject Prefix (change per environment)
Application Settings
EPMware Application URL
Organization Logo URL
Debug Level (reduce in production)
Directory Paths
Stage DB Directory
Temp DB Directory
Archive DB Directory

Settings to Preserve

File size limits
Timeout values
Service intervals
User Defined Fields
Date formats

Configuration Backup

Export Global Settings before major changes using the Migration module.

Email Templates - Use email settings in templates
Workflow Configuration - Workflow security settings
Logic Builder - Script debugging settings
Migration Module - Export/import settings