2.11. Other Settings/Processes

The Login Message window, located in the System Admin -> General Rules -> System Rules, a message can be set to appear immediately after login - functionality applicable only for "on-premise" implementations.

The Translation - Import/Export process, located in the System Admin -> General Rules -> System Rules menu, is used to import or export files containing translations for SocrateCloud elements - functionality applicable only for "on-premise" implementations.

The Error Message window, located in the System Admin -> General Rules -> System Rules, contains records corresponding to error messages displayed in SocrateCloud

The Report Log window, accessible at System level, displays the report generation history.

API Tokens

The API Tokens processor window, accessible at System level, is used to set the running parameters and frequency for the API tokens processor.

The API Tokens window, accessible at System level, displays the API token generation history.

Data Liberation

A Data Liberation service readily is available for all BIT Software customers using SocrateCloud. Through this service, a customer can export all the data entered in SocrateCloud using a format that can easily be restored in a local environment. This is done using the Export Tenant Data process, located in the System Admin -> System Management menu. The process uploads data on a back-up server (Amazon S3).

• Send notification to - the address that was filled in this form will receive the download link of the saved data

• include audit data - option to include or not include the audit data. More details in Audit;

• Tenant - the desired tenant to be exported;

• Just upload to S3 - data will be uploaded to the Amazon S3 and will not be automatically downloaded. The file will be available to download through the link that was sent by e-mail to the desired user.

The Tenant Data Exports and Tenant Data Exports keep logs of when the export tenant data process was run.

Functionalities not yet implemented

• Print Labels - System Admin -> System Rules-> Label Printer menu, Print Label windows;

• Collaboration - System Admin -> General Rules -> Collaboration menu;

• Knowledge Base - System Admin -> General Rules -> Knowledge Base menu;

• Auto Assignment - System Admin -> General Rules menu, Auto Assignment window;

• Remuneration - Initial Setup -> Tenant Rules menu, Remuneration window;

• Web - Partner Relations -> Web menu;

• Issue - Partner Relations -> Requests menu , "Issue" windows.

Delete temporary data

The Delete temporary data process, found in System Admin -> System Management, can be used to delete records from temporary tables. These tables are registered within the system in the AD_table. The table name (TableName) starts with T (like T\_%) and has now views (IsView='N'). The tables "test" or "TIRE_Storage" are always temporary.

Like all processes/reports/windows in SocrateCloud the process Delete temporary data filters data using the tenant (AD_Client_ID) chosen at login.

Example: if reports have been generated with Tenan A (AD_Client_ID=11) and the process is run with Tenant B (AD_Client_ID=90001) inlt data where AD_Client_ID=90001 will be deleted.

The process uses the Days to keep temporary data parameter, used for filtering data from temporary tables and to keep a cache for processes run in the last n days. The default value for the parameter is 2. If the parameter value used is 0 and the process is run with a system role (AD_Client_ID=0) then all the records selected as described in the first section will be deleted using the command "TRUNCATE TABLE".

If the process is run successfully, the number of records deleted will be shown in the Log section

It is recommended to schedule this process at least once a day . To run this process automatically use the Scheduler option in SocrateCloud (SysAdmin->Reguli Generale->Server->Scheduler).

Delete Documents

The process is available since v17.03 and it can be found in SysAdmin -> System Management. This process deletes the Client Payments/Invoices records related to the selected parameters, if the following conditions:

• For receipts/payments:

  • only documents without accounting transactions

  • only documentst unrelated to any chargeable VAT documents

• For Client Invoices:

  • only documents without accounting transactions

  • only documents unrelated to any Tax declarations documents