Automate

Configure Automate Parameters

The Parameters page controls configuration settings unique per installation. These parameters affect all interfaces on the site and should only be modified by a developer or a system administrator.

To configure parameters in Automate:

  1. Select Configuration > Parameters in the Navigation pane.

  2. Click Edit.

    View the field description for the Parameters page

  3. Select an administrative role from the Admin Role list box.

    NOTE:  The email addressed configured to the user assigned to the Admin Role is used as the From address for the interface notification emails. 

  4. Enter a number in the History Retention Days field to indicate the number of days the interface instance information is saved/displayed on the Interface History page.

    NOTE: The history and details about how interfaces were processed can be accessed by clicking History in the Navigation pane. By default, history is retained for 30 days.

  5. Select a registered instance from the Instance list box.

    NOTE: The Instance selected MUST match the Instance field in 2 additional places for email notifications to properly work: Role (Instance) page in Automate and the Parameters page in System Administration. Refer to Set Up Notifications for an Interface for more information.

  6. Be aware of the Filter Info fields (Workflow Filter, Store Procedure Filter and Validation Filter). The filters defined are used when selecting workflow, stored procedure and validation views within Automate. 

    NOTE: The DSP is delivered with a Syniti pre-defined naming convention for stored procedures, workflows and validations. The DSP uses these naming conventions for populating list boxes in the DSP. Do not update these filters; otherwise, list boxes will not populate correctly. Refer to Naming Conventions and the Enforce Strict Naming Feature for more information.  

  7. Select the lowest level of logging Severity that will be written to the Log from the Storage Level list box. For example, with a Storage Level set to “40-Info,” all logging severities 40 and above are written to the log.
  8. Select a severity level from the Reporting By Importance Level list box to determine what severity level icon displays on the IMPORTANT field for every record on the Log page.

  9. Click the Log Tasks check box to enable it, which stores start and finish tasks for running events, the interface, etc. in the interface’s log.

    NOTE: To view the log tasks, select Interfaces > History > All in the Navigation pane. If Log Tasks is checked, interface start and finish tasks are recorded in the log. Refer to Add Logging Modules for more information.

  10. Click Save.