Administrative Settings

This Help topic refers to the following editions:

þ Enterprise þProfessional

 

From the DocuXplorer Desktop Ribbon Tab select Home | Options | Administrative

 

The symbol next to a property group indicates that settings are applied globally to all users. If the symbol is absent, settings apply only to the currently logged-in user.

 

Only administrators have the authority to modify these properties.

 

This item is a global default and need only be set on one workstation.

 

 

Enable Password complexity requirements

This security setting determines whether passwords must meet certain complexity requirements. Complexity requirements are enforced when passwords are changed or created.

 

When the "Enable Password Complexity Requirements" box is checked, passwords must meet the following minimum selected requirements:

 

Log Document Events

This feature allows you to create an audit trail on each document. Check the box to Log Document Events.

Tip:

Logging Document Events needs to be checked as On when used by a health care facility to comply with HIPAA requirements.

 

Require User Description when Printing, Email or Exporting

Allows administrators to require users to enter a description as to why a document is being printed e-mailed or exported from DocuXplorer.

Tip:

When e-mailing a document from DocuXplorer it is recommended that a user be required to enter the name of the e-mail recipient.

 

Library Event History

The following Library Event History properties ”Limit number of days to view”, ”Limit Event History via Custom System Query Language File” and ”Optimize Load Time by Size” are tools to help with performance issues when viewing large amounts of Library Event History.

 

Limit number of days to view to

This property allows administrators to limit the event history by date. Enter the number of days from the current date to be shown. Setting the number to 0 allows the Library Event Log to display all records and allows the administrator to delete selected records history.

 

Limit Event History via Custom System Query Language File

This property allows administrators to assign an SQL file to be executed when viewing Library Event History. This enables an administrator ultimate control over the amount data viewed by defining date and event type criteria to be viewed.  Within the Library Event History dialog administrators can select File->Save SQL Criteria to create an SQL file as an example in which to build from. DocuXplorer provides consulting support for clients that need assistance in creating custom SQL files.

Tip:

As a consulting service DocuXplorer Technical Support can help build the SQL file to create your custom display.

 

Optimize Load Time by Size

This feature allows administrators to optimize load time. The default number of records to display is 10,000. If more than 10,000 records are displayed grouping and filtering functionality will be disabled. You may increase or decrease the default number of records to be displayed before grouping and filtering is disabled.

Tip:

If you have a very large number of records to display and need to filter the data it is recommended that Limit Event History via a Custom System Query Language File be set as described above.

 

Disable Print Screen Key

This feature provides the ability to disable the Print Screen Key to prevent users from using Print Screen to copy a document to the clipboard and pasted into another program.

Tip:

Enter the computer names that should check for updates at startup

Enter each computer's name on a separate line to check for program updates. If the list is empty, all computers will be notified.

The user logged into DocuXplorer does not require administrative rights for this process to run. However, administrative rights are necessary to manually execute this process. To do so, please select Help > Product Updates from the main window.

Tip:

For Enterprise systems, please select only one workstation name to initiate the update process. This update will prompt all other DocuXplorer users to close the program on their respective workstations. Once all other workstations have been shut down, proceed to download and update the software just once. The updates will be automatically applied to all users connected to the server when they reopen DocuXplorer on their desktop.

 

Note that DocuXplorer Enterprise users who are not running the executable from the server will need to individually download and install the update on each workstation. To do this, select the "Product Update" option from the "Help" drop-down menu in the Menu Bar.

 

Maintenance Mode

When this option is check no other user other than the Administrator's account will be allowed to access the application. This allow the Administrator to Perform Maintenance activities. Make sure you know the Administrators password before using this feature. The default password is "admin".
 

Maintenance Mode Message

Use this description text to communicate to user why and when application maintenance will be completed.

 

Active User List Settings

The Active User List Settings section manages how the application tracks and communicates with currently connected clients. This is essential for monitoring license usage and system activity.