Settings App

Version 2024

The Settings App is an administrative desktop application that gives Alloy Navigator administrators access to various administrative tasks, such as customizing your business logic, creating and maintaining user accounts and roles, setting up single sign-on, configuring the e-mail and Active Directory integration, accessing logs, etc.

Launching your Settings

There are many ways to access the Settings App:

• From the Alloy Control Panel, click Settings. For details, see Installation Guide: Using the Alloy Control Panel.

• From the Alloy Navigator Desktop App, choose Tools > Settings on the main menu.

• From the command line. For details, see Command-line options for Settings App.

Logging in to Settings

The Settings App, just like the other Alloy Navigator apps, accesses the database using the Database Access Key. Your unique key is generated automatically when the Alloy Software team or your administrator creates the Alloy Navigator database. Before you log in to the Settings App for the first time, you need to import that key to your local computer.

You may receive your Database Access Key as a standalone .reg file or as a long encoded string of characters. The delivery method depends on your product solution:

• Our on-premises customers obtain the Database Access Key from their Alloy Navigator administrator, who is responsible for creating and upgrading the database. For details, see Database Access Key distribution.

• Our cloud customers obtain the Database Access Key through the Alloy Support Portal or in their welcome e-mail message. Typically, the key is delivered as a zipped .reg file. For example: AlloyNavigatorKey.zip.

To import the Database Access Key, use the Connection Manager. For detailed instructions on how to import the key, see Importing the Database Access Key.

For Alloy Navigator Cloud (SaaS): We recommend that our cloud customers change the password the first time they log in to Settings. For details, see Changing password.

Once you have your Database Access Key imported, you can use your Alloy Navigator credentials to log in to Settings.

INFO: For more details logging in, see Logging in to Alloy Navigator.

Settings Help

This online help is organized in the following chapters, where each chapter refers to a specific section of the Settings' side navigation bar:

• General: This chapter explains various general configuration tasks you can perform using the General section.

• Users & Security: In this chapter, you'll learn how to set up and maintain Alloy Navigator accounts and security roles using the Users & Security section.

• Configuring integration with AI: Learn how to set up AI integration in Alloy Navigator and tailor AI-assisted features under AI Integration.

• Workflow and Business Logic: Explore how to customize Alloy Navigator's behavior to align with your organization's requirements in this chapter.

• Outgoing Notifications: This chapter guides you through the process of setting up outgoing notifications in Alloy Navigator under the Notifications section.

• E-mail Processing Learn how to configure processing incoming e-mail in Alloy Navigator under E-mail Processing.

• Self Service Portal This chapter provides instructions on customizing the Self Service Portal in the Self Service Portal section.

• Services This chapter explains how to configure internal Alloy Navigator services under the Services section.

• Logs: Learn how to view and manage logs and configure sending administrative alerts when failure or an event requiring the administrator's attention occurs. You can manage logs and alerts in the Logs section.

• Export and Import: This chapter outlines the process of exporting and importing Alloy Navigator configuration settings in XML format.