contentACCESS Portal documentation – version 6.2

contentACCESS Portal’s user interface settings are available on the UI Settings page. The page can be opened with clicking on the Settings menu item…

…and switching to UI in the left pane of the settings page.

The UI Settings page features the following configuration options:
Model settings
Display settings of the available models can be changed by clicking on the respective window.

Common settings – in this section setting that are common for all entities can be set:

• Default search mode
  The admin can specify what search mode will be used by default when a user searches in multiple models which support both full-text and legacy search. There are two options for this setting: Full-Text or Classic.
• Default language
  The admin can set the default contentACCESS Portal language for the users. If the Browser language is selected and the contentACCESS Portal supports that language (has a translation), it will use the users browser language. If the contentACCESS Portal doesn’t support it, then English will be used as default.
• Active and inactive items
  The admin can set which items should be visible by default for the users. There are three options:
  – Show active only
  – Show inactive only
  – Show all
• Show item count
  The administrator can choose if the item count of folders will be displayed or not. If the administrator chooses not to display it, the system won’t have to query the item count from a folder.
• Load entities to Connect to menu
  If the administrator chooses not to load the entities, the user will be redirected directly to the Browse menu after clicking on the Connect to menu.

GDPR search
Here it is possible to change the predefined patterns that are used by GDPR search.

Table view column configurations (1) – allows to set which columns will be displayed in the grid (in standard view and advanced search view)
Quick search fields (2) – quick search criteria may be enabled/disabled here
Basic search fields (3) – basic search criteria may be enabled/disabled here
Advanced search fields (4) – advanced search criteria may be enabled/disabled here

The default UI Settings table may be reset easily via the Reset button located at the top of the page.

If some changes are made, they need to be saved using the Save settings button in the upper right corner. If the user has made some changes without saving, he will be notified when leaving the page.

Quick, basic, and advanced search field settings are described in more detail in chapter Editing Quick, Basic and Advanced search criteria of this guide. Now only the Table view column configurations will be described.


Table view column configurations

Table view column configurations allow to set which columns will be displayed in the item’s grid.

• Hiding/Unhiding columns

Visible columns may be hidden for a model (e.g. Email archive model) by clicking on the cross mark () in the table of Visible columns. Clicking the check mark () in the Hidden column makes it work the opposite way. Columns that were set to Visible/Hidden are shifted to the appropriate column in the grid.

• Column settings

Column settings can be edited with clicking on the cog mark located next to the given column name (e.g. “From” as on the picture below).

By clicking on the cog mark, the settings dialog of the selected column opens.

It is possible to configure the following values in this dialog:

1. Title – allows to change the title of the column in the grid (e.g. Sender as on the screenshots)
   

   

2. Visibility – allows to set in which views will be the given column available; in standard view, in advanced search view or always
   

   

Note: By default, the “From” and “Date” columns are turned on in the Advanced search view only.
3. Sortable – allows to set if the items will be sortable based on this column