Configuring General Settings

You can configure the general settings of your instance on this tab.

On this page

General Settings

For each instance that you add into AIM, you can do the following:

  • Set the default notification sender address from which all users receive instance notifications.

    Caution: Consult your email administrator before making changes to this setting.

  • (Optional) Update the default instance locale and time zone for all users.

  • Set the maximum number of recipients for each email notification. If the notification contains Cc and Bcc fields, this number expresses the total of all 3 types of recipients.

    Caution: Consult your email administrator before making changes to this setting.

Logout and Session Options

In the Logout and Sessions Options section, update the following:

  1. Logout URL which is the destination URL where users are redirected after they successfully log out.

  2. Session Expiration URL which is the URL where users are redirected when their session has expired.

Office 365 Authentication and SharePoint/OneDrive integration

(Optional) Enable Office 365 Authentication to facilitate Office 365 Integration with this instance.

Note: Office 365 authentication and SharePoint/OneDrive integration is available in SaaS environment only.

Manual Configuration process

Step 1: Microsoft Entra Admin:

  • Retrieve the Tenant ID property from the Microsoft Entra Admin Center. This ID is utilized across all Entra applications for your organization.

Step 2:Archer Admin:

  1. Login to the Archer Instance Manager (AIM).

  2. In the General properties, navigate to Office 365 Authentication. Enter the Tenant ID from the Microsoft Entra Admin Center.

  3. Check the box for Enable Office 365 Authentication and save changes.

  4. Send a request to Archer Support to enable the integration .

    • Put the subject: Enable Microsoft O365 SharePoint/OneDrive

    • Include the following details in your request: Instance Number and Instance URL.

Once the request is completed and processed, proceed to Step 3.

 

Step 3: Microsoft Entra Owner:

  1. Open the Microsoft Entra Admin Center.

  2. On the left-hand menu, select Enterprise apps.

  3. On the middle-left menu, under Activity, select Admin consent requests.

    Note: Access the specific request using the following URL, substituting {tenant} with the appropriate Tenant ID: https://login.microsoftonline.com/{tenant}/adminconsent?client_id=568fbd38-5d8b-4c59-acec-0d523fed5c72

  4. Approve the consent request from Archer.

Note: To know about automated configuration process for Office 365 Authentication and SharePoint/OneDrive integration, see Microsoft O365 SharePoint/OneDrive Configuration.

Profile Display Options

In the Profile Display Options section, select which profile information you want to be publicly displayed in the system. The display options are not selected by default. You can select from the following options: Login username, and Contact information. Additional item: Username, Title, or Email. You must first select either the login username, contact information, or both options to enable the additional user attributes.

Mapbox Configuration

Use the Mapbox Configuration section to validate your Mapbox access token.

  1. In the Access Token field, enter your Mapbox Access Token.

  2. Click Test Connection to test the mapping connection.

Microsoft Mapping Configuration

Use the Microsoft Mapping Configuration section to validate your application key for the mapping license purchased from Microsoft for the Bing Maps account.

  1. Enter the application key.

  2. Click Test Connection to test the mapping connection.

OpenWeather Configuration

Use the OpenWeather Configuration section to validate your Mapbox Access Token and enable Mapbox reporting in your Archer instance.

  1. In the Access Token field, enter your Mapbox Access Token.

  2. Click Test Connection to ensure that the connection is configured properly.

  3. (Optional) Select the USGS Earthquakes checkbox to enable it.

    United States Geological Survey (USGS) is a third party data provider that collects earthquake event data from research facilities around the world.

    Enabling this provider in Archer allows you to display near-real-time earthquake events on your Mapbox reports in Archer. (See the USGS Earthquake Catalog documentation for information on using USGS Earthquake Catalog.)

  4. Click Save