Instance Configuration Settings

To add an instance, you must configure the required parameters for each instance. Many other optional parameters can be set based on your business needs.

The following table includes the required and optional tasks for configuring your instance settings.
Tab	Required	Optional
General	Configuring an Instance for Notifications (Default From Address) Configuring Logging Rules (Override) Configuring the Default Locale and Time Zone (Override) Configuring the Instance Use Category Designating the File Repository Path Designating Search Index Path and the Queuing Server for an Instance	Cleaning Up the Database Log Table Configuring an Instance for Audit Logging Configuring an Instance for Offline Access Configuring an Instance for Public Access to the Username Configuring Bulk Action Settings Configuring Admin Dashboard Settings Configuring Diagnostics and System Data Settings Configuring JavaScript Transporter Settings Configuring Reset Password Configuring Referer Header Checking Configuring the Trusted IPs Enabling URLs In Saved Records Disabling Advanced Package Mapping for an Instance Enabling Elasticsearch Enabling Field Encryption Registering Your Bing Map Account for Configuring Trusted IP Addresses for an Instance
Web	Designating the Base and Authentication URLs for the Web Application	Configuring an Instance for iView Report Caching Configuring the Rendering of HTML Code in Source Content Configuring the Storing Behavior of the Session Token Designating the URL for Session Expiration Behavior Overriding the Account Lockout Message for an Instance Overriding the Default Images Base URL Overriding the Login Button Behavior
Database	Configuring the Instance Database Connection String and Pooling Options
Data Gateway		Configuring an Instance for Using Data Gateway
Datafeed Settings		Configuring the Instance for Using Data Feeds
Single Sign-On		Configuring an Instance for Single Sign-On
Accounts	Changing SysAdmin and Service Account Passwords
Notes		Recording Comments about the Instance Configuration