1. In the Configuration window click the configure button next to Application Configuration.

Application Configuration window is displayed.

Figure: Application Configuration window

Here configuration related to different applications can be made. They are mentioned in the following table.

1. In the Configuration window click the configure button next to Assign Projects To File Manager.

Configure Project Folders window is displayed.

Figure: Configure Project Folders window

2. In the window click Add.

A new row is inserted in the window.

3. Click the new column. A browse button is displayed.

Figure: Selecting a Project

4. Click the browse button. Projects window is displayed.

Select the Project from the list. Selected project will be displayed in the window.

1. In the Configure Project window click the new column inserted, below the heading Folder.

A browse button is displayed.

Figure: Assigning a folder to file manager

2. On clicking the browse button Shared Folders window is displayed. Folders configured in server settings is displayed here.

Figure: Shared Folders window

3. Select the folder that is to be added to the file manager and click Save.

Selected folder is displayed in the Configure Project Folders window.

1. Click the Configure button next the option.

Default Comment Type window is displayed. In the window option to specify default comment type for Comments and Markups is displayed.

Figure: Default Comment Type 

2. Select the default comment type from a drop-down list. Options available are Shared, Public and Private.
3. Click Save to store changes. A message default comment type details saved successfully is displayed.

Once saved, this will be the default comment type when creating comments and markups. However, user may override the comment type at the comment level.

1. In the Administrative Settings window, click Configuration.
2. Click the option Configure Filename Structure for Consolidated Comment Files.

File Name Structure window is displayed.

Figure: Filename Structure window

In the window,  Basic Option and Advanced Option are available for generating filename structure. By default the type Basic Option is selectd.

3. Select a File Name Structure from a drop-down list.

If a file name structure is already configured, it is displayed here. Or else value Default is displayed here. 

4. After selecting a file name structure, click OK to save the configuration.

When consolidating files from SmartProject, consolidated file will get attached in the filename logic defined here.

To define advance filename structure

1. Click the radio button next to Advanced Option.

On clicking the radio button next to this option, Advanced Options are displayed.

Figure: Advanced Options

2. Select the Document Properties required for the file name structure from a drop-down list.
3. Specify the number of characters. The document property mapped from the document is restricted to the number specified in the number of characters field.
4. Click Add.
5. Specify a text or separator if it is required in the file name structure and click Add.

Figure: Generating advanced filename structure

The selected properties and separators are displayed in the grid.

6. Click Save to store the defined file name structure.

When the user downloads the consolidated comment files, the system verifies the file name structure defined for downloading consolidated comment files, and based on the given configuration file name of the downloaded consolidated comment file is generated.

1. In the Administrative Setting window, under Configuration click the configure button next to Configure Live Review.

Configure Live Review window is displayed.

Figure: Configure Live Review window

2. Select the Viewer Type from a drop-down list. Options available are Bluebeam, Rasterex and WRENCH Viewer. 
3. Select the Numbering Template from a drop-down list.

The following setting are also available.

Do not invite CC users for live commenting: If the checkbox next to this option is selected, CC users are restricted from getting invited as Invitees for a live Commenting session. This can be defined for Transmittal and Workflow stage.

Prevent Document Editing during Live Commenting: if the checkbox next to this option is selected, editing of document is prevented when a Live Commenting session is open. This option is enabled only for Rasterex or Wrench Viewer.

Select Specter by default for commenting: If the checkbox next to this option is selected, specter file is selected by default for commenting.

Set this viewer type as default: If the checkbox next to this option is selected, the selected viewer type is set as default viewer type for commenting.

1. Click Save or Apply to save the settings.

1. Click the configure button next to Configure Report Generation from Documents.

Report Generation From Documents window is displayed.

3. Click Insert Row. A new row is inserted.
4. Enter a Report Name and Report URL.
5. Click the browse button to select a document genealogy.
6. Click Save to store the changes.

Configured reports will be displayed in the navigation menu of the document details window.

1. In the Configuration window click the configure  button next to Configure Stamp.

Configure Stamp window is displayed.

Figure: Configure Stamp window

In the section Stamps, configured stamps are displayed.

To create a stamp

1. In the Stamps section Click Add. 

New Stamps window is displayed.

2. In the window enter a name for the stamp.
3. Click the browse button to select the stamp file.
4. Click Save to create the stamp.

Created stamp is displayed in the Stamps section.

To remove a stamp

1. Select the stamp that is to be removed.
2. Click Remove. An alert message Do you want to remove the selected stamp is displayed.
3. Click Yes to delete the stamp. Click No to discard the operation.

Stamps can be related to specific types or group of documents using specific documents or user properties.

To apply selected stamps to documents

1. In Apply Selected Stamps to section click Add.

Filter Criteria window is displayed.

2. Criteria names are displayed here. Select the checkbox next to the criteria name that is to be selected and click OK.
3. Selected criteria names will be displayed in the window.

In the window select a value for each criteria. While stamping, the system will filter the stamps based on the filter criteria specified against the stamps.

1. In the Viewer Settings window, click the down arrow. List of viewers is displayed.

2. Select the viewer from the list and click Set.

Default viewer set successfully message is displayed.

1. In the Viewer Settings window click the browse button in the cell titled viewer.

Viewers window is displayed.

Figure: Viewers window

2. Select a viewer from the list displayed in the window.
3. In case you want to disassociate the file type from all the viewer select the option No Viewer.

1. In the Viewer Settings window click Add.

Figure: Adding new file types

2. Custom File Type window is displayed. In the window enter values for the following fields.

CUSTOM FILE TYPE: Enter the extension for the file type here.

DESCRIPTION: Enter a description for the file type.

VIEWER: Select the viewer from a drop-down list.

3. Click OK to save changes.

1. Click the configure button next to  Configure Internal Authentication. Configure Authentication: Internal Users window is displayed.
2. Select the Authentication Method as Native Authentication.

Figure: Configuring Native Authentication

The elements in the window are explained in the following table.

1. After selecting the required options, click OK to save changes.

When saving user details, if ‘SmartProject Multi Factor’ is the only sign-in option and ‘email’ is the means of OTP or Microsoft Office 365 is the only sign-in mode selected with authentication attribute as Email address, all users should have a unique email address. Hence the email address must be specified and it must be unique.

1. In the Configure Authentication: Internal Users window select Authentication Method as External Authentication.

Figure: Configuring Single Sign On

Single Sign On Configuration Settings window is displayed. Configuration can be defined for Microsoft Active Directory and Microsoft Office/Okta.

2. Enter values for the following fields.

Identify Provider: Select an Identity Provider from a drop-down list. Options available in the drop-down list are Microsoft Office 365 and Okta. 

By default option Microsoft Office 365 is selected. If there are any saved configuration it is displayed in the window.

NOTE: When the Identity Provider is changed from the drop-down list, a warning message Do you wish to clear the existing configuration is displayed. On clicking Yes, existing configuration of the currently selected identity provider is removed, and the fields are cleared. On clicking No, existing configuration values are not cleared.

Identifier (Entity ID): This URL is unique and identifies the application. Copy-paste the same URL from Active Directory. Login URL from AD only contains the base URL path. Append the encrypted request using the reply URL and Identifier (Entity ID) while login.

Reply URL: This url specifies where the application expects to receive the SAML token. The reply URL is also referred to as the Assertion Consumer Service (ACS) URL. 

Logout URL: This URL is used to send the Single Sign On Logout responses back to the application. This is mandatory if the selected identity provider is Microsoft Office 365. For Okta this URL is not mandatory.

App Federation MetaData URL: Specify this URL to allow user to access the metadata specific to the application.

Authentication Attribute: Specify the authentication attribute, which helps SmartProject to validate the user. Options Email ID and Login Name is available in the drop-down list. By default, Email Address is selected. 

User Attribute: Specify the field name corresponding to the Authentication Attribute in the Federation MetaData XML retrieved using ‘App Federation MetaData URL. Once user pastes the metadata URL, corresponding attributes in the XML file will be listed in User Attribute drop down. User should select the right attribute relative to the authentication attribute.

Login URL: Specify the login URL. When a user opens this URL, the service provider redirects to Azure AD to authenticate and sign on the user. Azure AD uses the URL to start the application from Microsoft 365 or Azure AD My Apps. 

Certificate: Enter the trust key to decrypt the response from Identity provider.

2. After entering the values click Save to store changes.

Copy the Reply URL from Single Sign-on plug-in configuration in SmartProject and paste it to the SAML Setting fields in Create SAML Integration window.

1. When the configuration is completed, SSO will generate the Login URL to link with Okta. 
2. Copy the Identity Provider Single Sign-On URL (i.e Login URL in SmartProject) , X.509 Certificate , Identity Provider Metadata URL (i.e App Federation Metadata URL in SmartProject) from SSO and paste it in the SmartProject Plug in. 
3. Save the SAML plug-in configuration to complete the configuration.

If the authentication mode is configured for Okta sign on, user will be redirected to Sign on URL which will be the login page of Okta. Once successfully logged in with Okta, user will be redirected to the ‘Reply URL’ defined, where the ‘email address’ or the ‘Login Name’ (as configured) will be available. SmartProject will use this Okta login credentials to identify the corresponding SmartProject user account.

1. Click the Configure button next to Authentication for online storage.

The Online Storage Settings window is displayed.

Figure: Online storage settings window

2. Enter values for different properties mentioned in the following table.

3. After entering the details click Save to store changes.

The same configuration can be carried out for Customers, Vendors, and Other Units also. 

1. Click the configure button next to the option Email Address Modification Permission.

Email Address Modification Permission window is displayed.

Figure: Email address modification permission window

Origin types Internal, Vendor, Customer and Other Units are displayed in the window.

2. Select the checkbox next to the required Origin Type.

Selected origin type will be able to modify their Email address.

When a user for whom this permission is not specified modifies the email id and tries to save the changes a warning message You do not have permission to modify the Email Address is displayed.

Enable Origin wise user account administration: When the setting ‘Enable Origin wise user account administration’ is enabled, a user with adequate permissions in user master will be able to see only users of their origin. If this setting is enabled and the current user has Edit permission in user master, user is permitted to add or remove users from user master to the projects where the current user is a member, even when current user does not have ‘edit’ permission in the project.

When the setting is disabled or if the user does not have Edit permission in User Master, when a user with manage permission try to assign a project to a user, a warning message is displayed. 

When the setting is enabled, and if the current user has no ‘Edit’ permissions in the Project, modification of project information is restricted.

In certain scenarios, it may be required for an administrator in one origin to administer user accounts in certain other origins as well. For Example: A main contractor may need to administer their subcontractor’s user accounts. To achieve this, the sub contractor’s origin (sub origin) is to be assigned to the main contractor’s origin (master origin).

1. Enable the setting  Enable Origin wise user account administration.
2. Click the hyperlink Extend user account administration.

 Configure Origins window is displayed.

Figure: Configure Origins window

Different elements in the window are mentioned in the following table.

1. Click the button Configure.

Figure: Opening license allocation window

The License Allocation window is displayed.

Figure: License Allocation window

The number of total available licenses allocated licenses and remaining licenses are displayed in the window.

To allocate licenses to an origin

1. In the grid click Add.

Add Origins window is displayed.

2. In the Add Origins window select an Origin Type from a drop-down list.

Figure: Add Origins window

Based on the origin type selected, different origins are displayed in the window.

Figure: Selecting Origin

3. Select the checkbox next to the Origin code and click OK.

Selected origins are displayed in the License Allocation window. Details of the added origins are displayed in the grid.

If the checkbox next to the option Allow to allocated license only is selected, vendors, customers, and other units will not be able to consume internal licenses (if available) after exceeding the specified limit.

In the column MAXIMUM ALLOWED END USER LICENSE, specify the number of end-user licenses  for an Origin.

Figure: Defining maximum allocated end user license

The value entered is saved when the user selects a different cell. On saving if the allocated licenses are greater than the remaining licenses then an alert message is displayed.

1. Click the configure button next to  Configure Metadata Security button. Configure Metadata Security window is displayed. In the window option User Group is selected by default. Click the radio button next to User, if metadata security is to be configured for users.
2. Select an Object Type for which Metadata Security is to be selected. This can be selected from a drop-down list. Objects types available are Document and Task.
3. In the window select a User Group/User that has to be prevented from editing some properties.

Figure: Configure Metadata Security

3. In the Properties section click Add.

A list of basic document properties and custom properties will be displayed. 

Figure: Selecting document properties

4. Select the properties that has to be prevented from editing and click OK button.

NOTE: If Object Type is selected as Tasks, then task properties and custom properties will be displayed in the window.

Next step is to assign the selected properties to a project or genealogy.

5. After selecting the properties that has to be prevented from editing click Insert Row.

Figure: Creating an exception list

6. Select a Project Number or Genealogy. You can also select both together.

In this manner you can insert rows and assign multiple projects  for document properties.

7. Click Save to store changes. You have successfully configured the metadata security.

NOTE: The metadata security defined will be exempted from the primary operations like check out-in, replace, transmittal creation. For Example:  A user group  "UG"  in the Project P1  is exempted from editing the property revision number for the genealogy G1. If members of the group UG tries to replace a document for the same project and genealogy, there will be no restriction in updating the revision number in replace window as primary operation is ‘replace’ here but the revision number will not be editable from document details for the same document.  

If the checkbox next to the option APPLY WHEN NOT IN ACTIVE STAGE is selected, system restricts updating a property when the user not in active stage.’ This can be set exclusively for a property or in combination with ‘Project’ or ‘Genealogy’.

1. Click the option Display format for smart folder from genealogy. 

Configure Display Format window is displayed.

2. Here a Display Format can be selected against a Module Name. Display formats available are Description, Code (Description) and Description (Code).

Newly created smart folders will have the display pattern based on the options selected.

1. In the Configuration window click the configuration button next to Configure display format for templates.

Configure window is displayed.

2. In the window select an Object Type from a drop-down list. Types available are Task, Document,  Timesheet, Risk Management, Meetings, Snag, Issues, Non Conformances-Quality and Non-Conformance - Safety.

Figure: Configure window

On selecting an object type corresponding object properties are displayed. A display format can be selected for an object.

To select a display format

1. Select a Property and click the Display Format column.
2. Click the drop-down arrow.

Figure: Selecting display formats

Different available display formats are displayed.

3. Select a display format.

In the Import/Export template the selected property will be displayed in the format selected from the drop-down list. In this way you can define display formats for properties of a selected object type.

1. Click Configure.

Mail Template Configuraions window is displayed. All mail template configured in desktop version of SmartProject will be available for selection.

Figure: Mail Template Configurations window

2. Select a template from the drop-down list and click OK. 

Selected template is saved.

When user clicks Forgot Password? hyperlink in the login page, the password reset is sent to the user in the configured mail template format.