Service Provider Settings

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Settings > Service Provider Settings

The Service Provider Settings provide options for ISVs to customize the user interface, brand the platform, and customize the user experience with personalized logos, art, fonts, color schemes, email messaging, campaigns, and more.

Compare to: MSP Settings, a set of configuration options for MSPs

Contents

1. Working with Service Provider Settings

File:Lock-tiny.gif

Users in Roles that have the Manage Tenants and Company Capabilities permission can manage Service Provider Settings 

1.1 Prerequisites

When configuring Service Provider Settings, have the following information should be available:

  • Name of your Service (Domain Name), Email Support Address (Secure Email Service Provider Name), Copyright Notices, Terms of Service
  • Header and Footer HTML code (Brand messaging that appears at the top and bottom of some pages: Login, Logout, Password Reset)
  • Header and Footer image/logo (Images that appear in the Header/Footer areas)
  • Default applications to be loaded during user registration
  • Starting application for a newly registered user
  • Application Catalog URL
    • Page that lists available applications; Users will install applications from this page
    • Default is https://{domain}/networking/Service?t=9
  • Customization settings for the Customer Welcome Email (Personalize the message with the user's name, login name and password)

1.2 To Change Settings

  1. Click Settings > Service Provider Settings
  2. Select one of the configuration options below.
  3. Make changes:
a. If it exists, click the [Edit] button, make changes, and then click [Save].
b. Otherwise, click one of the links in the page to work with that option.
Configuration options:
Service Configuration - Customize service configuration settings
Service Header HTML - Customize service header
Service Footer HTML - Customize service footer
Service Header Image - Customize service header logo
Manage Email Templates - Customize email templates
Manage Catalog - Customize the Catalog packages (requires the same kind of format as the default catalog page noted above)

2. Service Configuration

Settings > Service Provider Settings > Service Configuration

2.1 Basic Service Configuration

These values define the basic service configuration:

These parameters are required for First-Time Service Configuration:

Configure the Service Settings and specify Service and Domain names:
Parameter Description Typical Value
Service Name Name of the service provider Financiocorp Services
Prefix for Service Name Optional, a subdomain name
Learn more: About the Prefix for Service Domain

Allowed characters: a-z, A-Z, 0-9, - (alphanumeric, plus hyphen)

Example: service

Primary Service Domain Name of the service domain, part of the URL
See Domain Name for more information
mydomain.com
Domain URL

Read Only

Automatically populated, created from Prefix + Primary Service Domain

service.mydomain.com service.otherdomain.com

Alternate Service Domain Alternate name of the service domain
  • The Alternate Service Domain Name provides the ability to uniquely brand the MSP product, and replace the default ISV branding
otherdomain.com
About Service Domain names
The Primary Service Domain and Alternate Service Domain names are configured in Service Provider Settings and comply with the following guidelines:
  • Service Domain names can contain the following characters:
  • alphanumeric (a-z, A-Z, 0-9)
  • hyphen (-)
  • period, dot, full stop (.), used as the delimiter in the Prefix for Service Domain
Considerations for the Primary Service Domain
  • The Primary Service Domain is required
  • If the Primary Service Domain is being used by an MSP, then it cannot be changed
  • The Primary Service Domain and Alternate Service Domain names must be unique
Considerations for the Alternate Service Domain
  • The Alternate Service Domain is optional
  • If an Alternate Service Domain is being used by an MSP, then it cannot be changed
Learn more: Bounced Email Configuration for Alternate Service Domains
Example
For an MSP choosing a prefix of abcde, the following Domain URLs would be available in MSP Settings
Primary Service Domain Alternate Service Domain Domain URL(s) Available to the ISV
serviceproviderdomain.com

MSPdomain.com

www.abcde.serviceproviderdomain.com

www.abcde.MSPdomain.com

The remaining parameters are also required:

Parameter Description Typical Value
Copyright Notice Copyright notice, appears at the bottom of all pages Copyright 2010
Space Notification Email Address An email message is sent to this address when Storage Space limits are reached systemadministrator@mydomain.com
Error Notification Email Address An email message is sent to this address when errors occur customer_support@mydomain.com
Help Domain Required field; Domain name for user help; This page is opened in a new browser window when Help is invoked from the platform http://www.mydomain.com/help
Custom Help Domain Optional; If present, it is the domain name for user help;

Can be used with a custom Help URL in Custom Object

http://www.customhelp_mydomain.com

Or, with Help URL http://www.customhelp_mydomain.com/userdefined_object_name

Document Directory File location for Documents /usr/local/
Temp Directory Used as a temporary storage location /temp/
Supported Languages Lanugages that are supported in this instance of the platform, and are available for selection by tenants.
Learn more: Translation Workbench

2.1.1 About the Prefix for Service Domain

This defines the subdomain name for the service. The subdomain name can only accept alphanumeric characters or the underscore character.

Examples
Prefix for Service Domain Service Domain Domain URL(Read Only)
www.abc.com www.abc.com
xyz www.abc.com xyz.abc.com
xyz abc.com xyz.abc.com


2.1.2 About the Help Domain and the Custom Help Domain

As a Service Provider, you might create a help website to align with a customer's branded instance of the platform. In this case, the URL of this help website would be used as the default Help Domain. When a user clicks the Help link in the platform, this default Help Domain opens in a new browser window.

The Custom Help Domain operates like the Help Domain, however it has an added benefit: it can be combined with the Help URL function to create custom help links for Custom Objects (excludes Built-in or CRM objects).

The following Guidelines and Additional Considerations describe typical situations and the result when a user clicks the Help icon in a Custom Object.

2.1.3 Guidelines

  • The platform automatically checks for http/https protocols; If they are not present, they are prefixed to the Help URL
  • The custom Help URL can be an Absolute URL or it can be combined with the Custom Help Domain as a Relative URL:
  • Absolute URL Example
Custom Help Domain not applicable

(When the Help URL is specified as an absolute URL, this value is ignored)

Help URL for an Inventory object http://www.mydomain.com/help/inventory
Result: Click the Help icon in the Inventory object to invoke help at:
http://www.mydomain.com/help/inventory
  • Relative URL Example
Custom Help Domain www.customhelp_mydomain.com
Help URL for an Inventory object inventory
Result: Click the Help icon in the Inventory object to invoke help at:
http://www.customhelp_mydomain.com/inventory

2.1.4 Additional Considerations

Both the Custom Help Domain and the Help URL are optional. These examples describe how user help is provided when these values are specified or omitted.

  • Custom Help Domain and Help URL are specified
    All the specified Help URLs for Custom Objects are treated as relative to Custom Help Domain if they do not start with http:// or https://
Example:
Custom Help Domain www.customhelp_mydomain.com
Help URL inventory
Resulting help URL for the object is: http://www.customhelp_mydomain.com/inventory
Example:
Custom Help Domain www.customhelp_mydomain.com
Help URL http://myhelpdomain.com/inventory

Because the http:// is specified in the Help URL, the Custom Help Domain information is not used

Resulting help URL for the object is: http://myhelpdomain.com/inventory
  • Custom Help Domain is not specified
    The Custom Help URLs for objects are treated as complete URLs and are used to display help
Example:
Custom Help Domain: n/a
Help URL http://myhelpdomain.com/inventory
Resulting help URL for the object is: http://myhelpdomain.com/inventory
  • Custom Help Domain and Help URL are not specified
    A generic help URL is formed using the 'Help Domain' field in Service Provider Settings.
Example:
Custom Help Domain: n/a
Help URL: n/a
Resulting help URL for the object: Reverts to the default Help Domain

2.2 Support Service Configuration

This information is published for users to contact you regarding your service.

  • When tenants publish Packages, this email address receives the notification
Parameter Description Typical Value
Support Organization Name of the Support Organization Service Provider Support Team
Support Email Email address to send support requests support@mydomain.com
Available Case Types Picklist of types of support cases

2.3 Email Configuration

Configuration for all the emails sent from the platform.

Parameter Description Typical Value
Alternate Service Domain No Reply Email Address The "reply" address for emails sent from the platform. no-reply@{platform}.com
Hostname For Relay Server Hostname localhost
User Name User/login name for the email relay server
Password Password related to the user/login name for the email relay server

2.3.1 Bounced Email Configuration

This email configuration will process all the bounced emails sent through the platform. When an email message does not reach the recipient, it is returned (considered "bounced"). This can happen when an email address is no longer active, or because the recipients' email box is full.

Learn more: Bounced Email Configuration for Alternate Service Domains

To enable Bounced Email Processing:

  1. From the Email Configuration section, complete the following information:
  2. Enable Bounced Email Processing
    Click the checkbox icon to enable processing for bounced email messages and complete the information in the required fields
  3. Optionally, Enable Bounced Email Processing to the Alternate Service Domain
    Click the checkbox icon to enable processing for bounced email messages and complete the information in the required fields
Parameter Description Typical Value
Enable Bounced Email processing Email Bounce Address Checkbox: Yes/No
Hostname Hostname pop.my_secure_email_provider.net
Mailbox Address Email Mailbox Address bounce@myemailprovider.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word
Enable Bounced Email Processing to the Alternate Service Domain Email Bounce Address Checkbox: Yes/No
Hostname Hostname pop.my_secure_email_provider.net
Mailbox Address Email Mailbox Address bounce@my-alternate-emailprovider.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

2.4 Marketing Campaign Email Configuration

This email configuration is used to send email messages as part of an Email Campaign. This email setup provides the ability to personalize the marketing messages sent from your organization. It is possible to configure Marketing Campaign Email from an email relay server. This configuration is applied immediately after settings are saved, and are used for any new Email Marketing Campaign.

To setup Marketing Campaign Email Configuration:

  1. Click Settings > Service Provider Settings > Service Configuration
  2. In the Marketing Campaign Email Configuration section, complete the following information:
    Use Vertical Response
    Checkbox

If checked, use a Vertical Response account; Learn more: Vertical Response Configuration

The following information is required to configure Email Marketing with Vertical Response
Login
Vertical Response account username
Password
Vertical Response account password
Keystore Password
Password of Vertical Response keystore file
If unchecked, complete the following information to configure Marketing Campaign Email:
Hostname For Relay Server
IP address or the Domain name of the email relay server
Port
The TCP port of the email relay server; The default value is 25 and can be changed
User Name
The username associated with the mailbox used to connect to the email relay server
Password
The password associated with the mailbox used to connect to the email relay server
From Email Address
This address is displayed on the email as from email address
To process bounced emails for Marketing Campaign, complete the following information:
Hostname
Hostname used for processing the bounced emails generated by the marketing campaign
Port
The TCP port of the email relay server; The default value is 25 and can be changed
Mailbox Address
The mailbox used for processing the bounced emails from the Email Marketing campaigns
Password
The password for the mailbox used to track bounced emails
Considerations
  • If the email relay server details are specified:
  • Any Marketing campaign that is launched is routed through the configured server, including Test email messages
  • Bounce email configuration is required if the email relay server details are specified
  • It is not possible to specify just the email relay server details without specifying the bounce mailbox and password
  • The bounce mailbox address must be validated to ensure that the value does not match the other Mailbox addresses that are present in Service Provider Settings
  • If the email relay server details are not specified:
  • Campaigns can be created, however it is not possible to send a test message or launch the campaign
  • Any Callback URL in the Marketing campaign emails point back to the Service Domain that has been specified in the Service Provider Settings

2.5 External Email Tracking Configuration

To enable external email tracking, set the following attributes to initialize the service:

Parameter Description Typical Value
Enable External Email Tracking Option to enable External Email Tracking Checkbox: Yes/No
Hostname Specify the email provider hostname that manages email messaging to/from your site pop.my_secure_email_provider.net
Mailbox Address Specify the email address used for email messaging to your site service@mydomain.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

2.6 Process Workflow by Email Configuration

Workflows can be email-enabled, using these attributes:

Parameter Description Typical Value
Enable Workflow By Email Option to allow Workflow managment via email Checkbox: Yes/No
Hostname Specify the email provider hostname that manages email messaging to/from your site pop.my_secure_email_provider.net
Mailbox Address Specify the email address used for email messaging to your site service@mydomain.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

2.7 Service Theme and Stylesheet

Parameter Description
Theme Select a default Theme; Defines the color for the tabs, background and highlight colors
Allow Users to Change Colors Optionally, allow users to personalize the color scheme for their pages. Checkbox: Yes/No
URL for Custom Style sheet Specify the URL for a CSS (Cascading Style Sheet) that is applied to all pages
UI Container Scripts CSS style sheet declarations, javascript declarations, or any other HTML elements to be included in the header of each page.

2.8 Develop Configuration

Java code running in a tenancy is subject to strict limits--or governors:

  • Some settings put limits on the number of resources that tenants can use, to prevent infinite loops and other kinds of runaway programs. The limits apply to each tenant execution interval--from the time that the platform application instance gives control to tenant code, until the time that control returns to the platform. Up to that limit, an application can use as many resources as it wants. But once a constraint is exceeded, the executing code aborts with an exception.
  • Other settings restrict the kinds of Java classes that can be used, to prevent unwarranted access to the server and/or security violations.

The Service Provider Settings can be used to tighten those restrictions, ameliorate them, or lift them entirely.

Considerations
  • Settings are global. They apply to all tenants in the platform instance.
  • Settings apply to scheduled (background) jobs, as well as foreground applications.
  • The minimum for all numeric settings is "1".
  • Changes to these settings take effect only when the platform application instance is restarted.

Here are the default settings:

Parameter Description Default Value
Apply Governors in Java Code? Whether or not governors are applied to this platform instance. A development instance may want to turn them off, in some cases. Any multi-tenant production instance will want them on, to ensure that a runaway program in one tenant does not interfere with other tenants. Yes
Max Number of Statements allowed The maximum number of Java code statements that can be run during an execution interval. 10000


Maximum String Length allowed The total size of all strings allocated in the Java heap space during an execution interval. 30000


Maximum CPU Time allowed (milliseconds) The maximum number of CPU milliseconds that can be consumed during an execution interval. 60000


Java classes not allowed in code There are certain Java classes which are disallowed in tenant classes, to prevent access to the server and any compromise of server security. (They are, however, allowed in global classes developed by the ISV for use by all tenants.)

In order to protect the security of the server, enter a comma-separated list of fully qualified Java Class Names for this option. At compile time, application will check if any of these classes are referenced in the user code and throw an exception if they are. Note that this will take effect only after the server is restarted.

java.lang.System,
java.lang.Runtime,
java.lang.Class,
java.lang.ClassLoader,
java.lang.Thread,
java.lang.ThreadGroup,
java.lang.ThreadLocal,
java.lang.Runnable,
java.lang.Compiler,
java.lang.RuntimePermission,

java.lang.reflect.AccessibleObject,
java.lang.reflect.Array,
java.lang.reflect.Constructor,
java.lang.reflect.Field,
java.lang.reflect.Method,
java.lang.reflect.Modifier,
java.lang.reflect.Proxy,
java.lang.reflect.ReflectPermission,

java.io.FileReader,
java.io.FileWriter,
java.io.FileInputStream,
java.io.FileOutputStream,

java.net.DatagramSocket,
java.net.DatagramSocketImpl,
java.net.HttpURLConnection,
java.net.Inet4Address,
java.net.Inet6Address,
java.net.InetAddress,
java.net.InetSocketAddress,
java.net.JarURLConnection,
java.net.MulticastSocket,
java.net.ServerSocket,
java.net.Socket,
java.net.URL,
java.net.URI,
java.net.URLClassLoader,
java.net.URLConnection,
java.net.URLStreamHandler
Libraries supported in Java Code

When compiling user-defined code, the platform allows certain libraries like jars or internal java packages:

  • If a custom library is required, the jar can be placed in the ../tomcat/lib folder of the Apache Tomcat installation
  • To include these library files, enter a comma-separated list of such jar files for this option
  • Note that this will take effect only after the server is restarted.
Empty


No. of Objects in Database Views

Database Views allow the creation of custom categories that join multiple objects

  • These database views can be used as the base category for a View or a Report
  • The maximum number of tables that are allowed is five (5), with a default value of three (3)
  • The number of joins in these tables is restricted to the maximum number + 1
Default: 3, Range is 3-5
Maximum rows in a view

Maximum number of rows that are fetched in a List Display for an object is defined by this option

  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
10000
Maximum rows in a report
  • Maximum number of rows that are fetched in a report
  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
5000
Maximum rows in a Scheduled Report
  • Maximum number of rows that are fetched in a report that runs in the background queue.
  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
5000
Maximum Savepoints Intermediate placemarks, which identify points at which the data fields contain intact, legitimate values 5
Maximum Recursions in Java API Allow a function to call itself the specified number of times 10

2.9 Tenant Configuration

This section is used by:
Allow Unauthenticated Tenant Creation
Allows any prospective customer to create a new tenancy (a trial account).
  • Unchecked by default
  • If checked, trial accounts can be created by unauthenticated users who have a computer and network connection that meets the Minimum System Requirements
Use Platform Billing System
  • Checked by default
  • If unchecked, created tenants are free, and there is no trial period.
Development Tenancy
Optionally, enter a comma separated list of Tenant IDs to be used as Development Tenancies.

File:notepad.png

Note: Tenants must already have been created to be added to the list. Once added, the specified tenancies become Development Tenancies.

2.10 Instance Configuration

This section is used by ISVs who are using the Installable Version of the platform to set up multiple collaborating instances.

Instance Type
Choose one of: Development, Testing, Production
  • When a single instance of the platform will be used to host client tenants and/or development tenancies for cloud development, use the default instance type (production).
  • When multiple instances of the platform will be used for testing, development, and production, choose the type that corresponds to the work that will be done on this instance of the platform.
Learn more: Collaborative Development Configurations
Considerations:
  • For Development and Testing instances, the instance type is part of the generated namespace.
  • If Instance Type is Development, then the Metadata Repository feature can be enabled

2.11 Catalog Configuration

Configuration for application Packages:

Package Catalog URL
The URL of the Application Catalog, where Packages are published.
Default is Service?t=8 (https://{domain}/networking/Service?t=8)
Considerations
The list of Packages available for installation can vary, depending on whether packages are approved for publication, and whether the approval comes from the ISV or the MSP.
  • Packages approved by an MSP are available to MSP users and MSP tenants.
  • Packages approved by the ISV are available to ISV users.
  • By default, such packages are available to MSP users and their tenants, as long as the MSP has Include Global ISV Catalog option enabled in their MSP Settings.

2.12 Community Site Configuration

A Community can be created to support community applications like Support Portal, Answers, Ideas, Social Networking. When enabled, all Users in all the tenancies (under a single ISV) can share knowledge and collaborate, without requiring a separate login to the platform.

Enable Community
Checkbox
Community Tenancy ID
Enter the Tenant ID
Community Site Name
Enter the Site name for the community; this name is displayed on each page

2.13 Custom Authentication Configuration

Provide URL for a custom Login Page. Leave this field blank if you are using the default platform login page.

Custom Login Page URL

2.14 Registration Configuration

Choose the default settings for new tenants:

Registration Sidebar
HTML for the Sidebar on the user registration page. (If empty, this section of the registration page is not displayed.)
App Center Sidebar
HTML for the Sidebar in the App Center.
Enable App Center
Gives tenants access to the My Applications / App Center functionality.
If enabled:
  • A [My Applications] button appears in the GUI.
  • Clicking it takes the user to the App Center.
  • Installed applications are listed in the My Applications tab
  • A sidebar entry takes the user to the application Catalog, which lists other applications that can be installed.
  • Additional Sidebar entries link to videos, training, and other resources.
  • The user has access to wizards to create objects, import spreadsheets, and establish Object Relationships.
  • Many-to-Many relationships can be created merely by specifying the desired relationship. (The inner Junction Objects are created automatically.)
If disabled:
  • An [Applications] button appears in the GUI.
  • Clicking it displays a dropdown list of applications.
  • A link in that list takes the user to the application Catalog.
  • Wizards are not available.
  • Many-to-Many relationships are established manually, by creating the junction object and creating the appropriate Lookup relationships to the endpoint objects.
URL for Terms of Service
URL of the Terms of Service page, created by the ISV
Optionally, MSPs can supply a URL to a custom Terms-of-Service page. (If empty, this section of the registration page is not displayed.)
Enable Relay for new Tenants
Enable the social-networking application, Relay, so users in a tenancy can form groups, follow posts, and track changes to data. (Each tenant can then turn it on or off in their Company Information settings.)
Application Container URL
Select a home page from the global list of custom pages.

2.15 Starting Application Configuration

  • From this section, choose the starting application for newly registered users.
    Users can change the default starting application at a later time

2.16 Field Encryption Settings

Specify a Field Encryption key to use when storing sensitive data. The key is unique to this instance of the platform. Once specified, it does not change.

Generate Encryption Key
This button is available when editing Service Provider Settings. Clicking it generates a new, unique key that is used by the AES128 algorithm to store encrypted data in secure fields.

3. Service Header HTML

Settings > Service Provider Settings > Service Header HTML

The Service Header appears at the top of the page (header), and defines the stylesheet for these pages:

  • Login
  • Logout
  • Applications Catalog
  • Reset Password

Find a cut-and-paste example: Service Header HTML Code Sample

To Edit the Service Header HTML:

  1. Enter Raw HTML Text (Copy & Paste Raw HTML) into the editing area
  2. Click [Save]

4. Service Footer HTML

Settings > Service Provider Settings > Service Footer HTML

The Service Footer appears at the bottom of the page (footer), and defines the stylesheet for these pages:

  • Login
  • Logout
  • Catalog
  • Reset Password

Find a cut-and-paste example: Service Footer HTML Code Sample

To Edit the Service Footer HTML:

  1. Enter Raw HTML Text (Copy & Paste Raw HTML) into the editing area
  2. Click [Save]

5. Service Header Image

Settings > Service Provider Settings > Service Header Image

Use this option to change the Service Header logo. This logo appears in the heading area of every page. Required dimensions: 900px by 55px.

6. Manage Email Templates

Settings > Service Provider Settings > Manage Email Templates

With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.

Template variables can be used to personalize the Subject or Body of the message.

Learn more:

6.1 Available Email Templates

To edit an email template:

  1. Click Manage Email Templates
  2. Select a template from the list
  3. Click the [Edit] button, and complete the following information:
    Email Subject
    Subject of the email message
    Use Email Header & Footer
    Default is Yes; if enabled, displays the Service Header HTML and Service Footer HTML
    HTML Email Body
    HTML code is provided, which can be edited in place, or replaced (via cut-and-paste action from an HTML editor).

6.1.1 Email Header/Footer

Manage Email Header/Footer Settings

Email Header HTML
Email Footer HTML

Use this option to specify the Email Header and Footer HTML code used in system-generated Email Notifications. Examples of typical system-generated email notifications are:

  • Task status update/notifications
  • Welcome email message sent to new users
  • Appointment reminder email messages

The HTML code creates a template for system-generated messages, and can be used to brand your notification messages.

  1. Email Header HTML - appears at the top of system-generated email messages
  2. Email Footer HTML - appears at the bottom of system-generated email messages

Find cut-and-paste examples here:

6.1.2 Tenant

Manage Tenant Welcome Messages

Tenant Self-Registration Welcome Email
Tenant Registration by ISV/MSP Welcome Email
Email Verification

6.1.3 User

Manage User Notification Related Emails

User Welcome Email
Used in messages sent when a user account is created, and provides a link to the Login page
Reset Password Email
Used in messages sent when the user password has been reset, and provides the user's password
Forgot Password Link Email
  • Used in messages sent when the user clicks the Forgot my Password link, and provides a link to the Security Question
  • Learn more: Login
Forgot Reset Password Email
  • Used in messages sent after a user requests a password change, and provides a new, temporary password
  • Also used when a new user/tenant is added via REST API - Add a User, and a password not specified when the user record is created

6.1.4 Task

Manage Task Notification Related Emails

New/Edit Task Email
Change new/edit task email template
Task Completed Mail
Change task completed email template
Task Reminder Email
Change task reminder email template
Project Task Reminder Email
Change project task reminder email template
Send Note Email
Change send note email template

6.1.5 Appointment

Manage Appointment Notification Related Emails

New/Edit Appointment Email
Appointment Reminder Email

6.1.6 Status

Templates for Status Notification Emails

Export Status Email
Mass Operation Status Email
Import Status Email
Report Status Email
Translation Export Status Email

6.1.7 Campaign

Manage Campaigns Notification Related Emails

Campaign Email
Used in status notification messages regarding failed campaigns (rejected by marketing campaign email provider)
Learn more: Marketing Campaign Email Configuration

6.1.8 Package

Templates for Package Notification Emails

Package Approval Email
Package Rejection Email
Package Publish Email
Package Deploy Notification Email

6.1.9 Storage Notifications

Set Up Templates for Storage Notifications

90% Storage Space Exhausted Status Email
100% Storage Space Exhausted Status Email

6.1.10 Case

Manage Case Related Notification Emails

New Suppport Case Notification Email
Support Case Update Notification Email from Provider
Support Case Update Notification Email from Customer

6.1.11 Other

Manage Other Notification Emails

Ownership Change Mail
Accessories exceeded notification email
Templates to used when:
  • Scheduled Job Limits exceeded
  • API Calls Limit exceeded

7. Manage Catalog

Settings > Service Provider Settings > Manage Catalog

Settings > Service Provider Settings > Manage Catalog

Configure Catalog options.

Catalog
View the current Catalog
Approve Packages
Review Packages pending approval
User can either:
  • [Approve] package for publication to the catalog
  • [Reject] package, and deny publication to the catalog
Learn more: Package Approval or Rejection
Select Packages
Choose the packages to display in the Catalog
User can either:
  • Move a package into the Visible column to display the package in the catalog
  • Move a package into the Hidden column to remove the package from the catalog
  • Set the order of the list of Packages in the catalog
Moving or Deleting Packages
  • If an ISV moves a package from the Visible column to the Hidden column, it is removed from all the Tenant and MSP Catalog pages, and is no longer available for installation
  • If an ISV moves a package from the Hidden column to the Visible column in Manage Catalog, the package will be displayed in the Tenant and MSP Catalog pages
  • If an MSP removes a package from the MSP Catalog, it is removed from that MSP Catalog page only, and is no longer available to the Tenants of that MSP

8. Learn More

Retrieved from "http://isv.platformatyourservice.com/wiki/Service_Provider_Settings"
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