Background

 System defaults are installation-specific information used to tailor the behavior of Aspen Workflow for a single installation.  There is a simple SysDefault table, and a PersonDefault table used to override system defaults for an individual person.   Upon a successful login, the login.asp page reads each system default, and creates a session variable named for the system default, equal to the Value column of the table.  (See the pPersonDefaultList stored procedure.)

 

Standard System Defaults

 The following are standard system defaults used by the Aspen Workflow software.

BillRate 
(Money)

 This is the standard billing rate used for billable notes.

CompanyName 
(String)

 Used by reports to display the Company name in standard Aspen Workflow reports.

ContactName (LONG/SHORT)

Determines whether a lookup table's default contact names includes the company name (e.g.United States: Clinton, Bill vs. Clinton, Bill)

Currency 
(Dropdown)

 This is the default currency used by the Aspen Workflow system.

DateFormat 
(String)

 Determines use of US or European data format:

MM/DD/YYYY:  US date format
DD/MM/YYYY:  European date format

DisplayTime 
(ON/OFF)

 If set to 'ON', dates and times are displayed and can be updated instead of just dates.

DocumentDirectory 
(String)

 Default relative URL for document generation.  This is typically overridden by the PathASP, PathURL or PathLocal for the document.

DocumentFTPSite 
(URL)

 FTP site for uploading and downloading document templates.
DocumentModule If set to SECURE, uploaded matter document will be stored in a secure location. Otherwise documents will be stored in a web folder and can be browsed to, provided the user knows the exact location and name of the file. Must be set to uppercase SECURE to enable secure documents.
DocumentFolder When DocumentModule is set to SECURE, this is the location where the documents are stored. The folder must exist before uploading secure documents.

EmailHost 
(URL)

 The SMTP mail server used for outbound email.

IndexPage 
(URL)

 The URL for the default page displayed after the user logs in. Can be a page within the site or external link.

ManageSortDefault 
(String)

 The default sorting criteria for management detail screens.  Permitted values are:
  • Date:  Sort in chronological order
  • Client:  Sort by client
  • Vendor:  Sort by vendor
  • Team:  Sort by team
  • Person:  Sort by person

Matter
(String)

 Determines the label used for the term 'Matter'.  Example:  'File'.

MatterContactLien
(ON/OFF)

Determines whether users are presented with matter contact lien information (matterContactInsert.asp and matterContactUpdate.asp).

MatterContactService
(ON/OFF)

Determines whether users are presented with matter contact service information (matterContactInsert.asp and matterContactUpdate.asp).

MatterMatch 
(ON/OFF)

 Determines whether pattern matching is performed when adding matters.  If ON, the cMatterMatch stored procedure will be executed before adding a matter, and any results will be presented and the user will be asked to confirm adding the matter.

MatterTaskNameUpdate (ON/OFF)

 Determines whether users can alter the names of matter tasks.  When ON, the MatterTask form field is displayed.  When OFF, it is a hidden field, which can only be manipulated via Javascript.

NoteTypeDefault
(String)

Determines the default note type when adding notes.  The value of NoteTypeDefault must match an option in the NoteType dropdown list.  Examples:  Private, Client, etc.

NTSynch
(ON/OFF)

Used by the admin system to synchronize NT users and groups as Aspen Workflow Teams and People are inserted and deleted.

SQLSynch
(ON/OFF)

 ON or OFF

used by the admin system to synchronize SQL users as Aspen Workflow People.  Include prompting for a password when adding a person.

StartEnforce 
(None, Show or Hide)

 Determines whether precedence is enforced for updating tasks.  Note that start dates may be enforced without actually displaying start date (e.g. TaskStartDate may be OFF).  Specifically:
  • None:  users may update tasks (for which they have permission) at any time
  • Show:  users may only update tasks which have a start date set, but may view tasks which have not yet been started.
  • Hide:  users may only update tasks which have a start date set, and will not see tasks which have not yet been started.

SupportPostURL 

 By setting this to :
http://support.aspengrove.net/custom/InsertSupportTicket.asp
a link appears on the standard error trapping page which allows the user to report the error directly to the Aspen Support Team. A support ticket is automatically created in the support database.

SupportClient 

 If using SupportPostURL, set this to the name of the Client. This client must be a valid client on the support database. This determines the support matter where the support ticket will be added.

StartPage
(URL)

Determines the starting page upon logging in.  Examples:  welcome.asp, /manage/myWorkList.asp

TaskStartDate 
(ON/OFF)

Determines whether or not start dates are displayed for tasks.

TemplateDestination 
(Path)

 Default physical directory used when creating new .asp page from the Lookup or Design modules.

TemplateSource 
(Path)

 Default physical path of .asp template files. 

Title 
(String)

 STRING

used by the header file to write the name of the installation in the header of each page.

UploadPath 
(Path)

 Default physical path of the upload directory.

WorkCalendar
(ON/OFF)

 If set to 'ON', triggering will ignore non-working days. Enter the non-working dates in the calendar (link on Admin menu) 

WorkDays
(ON/OFF)

 If set to 'ON', triggering will ignore certain days of the week. Used on conjunction with system parameters WORKMON, WORKTUE, WORKWED, WORKTHU, WORKFRI, WORKSAT, & WORKSUN. Set each one to 'ON' or 'OFF'. 'ON' means it's a working day. 'OFF' means is a non-working day and triggering should skip over it.

InvalidUploads

 This variable is used to define the list of extension that can't be uploaded through documentupload and matterdocumentupload.
For example if you want to disable users uploaded files with a .ASP extension, then set this to .ASP.
By default it is set to .ASP.

EmailSecurity

(ON / OFF)

When the Session variable "EmailSecurity" is set to ON, an extra option is available in the note insert and note update pages which allows the user to indicate they want to send the note securely.

When this option is selected the recipient will receive an email telling them they have a Secure Note available within Aspen. This email contains a link which when followed with take the user to a secure page within Aspen where they can view and delete all their secure notes.

SupportEmail

 This is the email which all the support information aswell as password change requests are sent to, if this session var doesnt exist then it is set to support@Aspengrove.net

RegistrationEmail

 Registration requests are sent to this address. if this session var doesnt exist then it is set to support@Aspengrove.net

Impliedassignment

 When set to ON if a task is not assigned, it is displayed as if it was assigned to the matterprocess person, and if the matterprocess is not assigned then the matterperson is used.
This effects MatterSelect.asp, MatterProcessList.asp and MatterTaskList.

SecurityPin

(Application variable set in Global.asa)

This Application level variable is added to Global.asa, its indicates the length of the PIN number to used to login a person into the system. For example if this is set to 5. then when the user is logging in they will also have to enter their 5 digit PIN.

This PIN is defaulted to 0000, but can be changed through all places where the user can change their passwords.

ShowErrorMessage

This Session level variable indicates whether or not to display detailed error messages on the errortraping pages.
The default is ON which displays the messages,
if viewing the error messages is not required set this variable to OFF.

PreviousPasswordsAllowed

(Application variable set in Global.asa)

This Application level indicates whether a user is allowed to change their password to something they have used before as a password.
The default setting is YES which means a user can reuse their passwords.
Set the application variable to NO if previous passwords are not allowed.

ComplexPasswords

(Application variable set in Global.asa)

This Application level indicates whether complex passwords are enabled for this system.
The default setting is OFF, to enable complex passwords on a system change/add the application variable to global.asa, and set it to ON.

login_Attempts

(Application variable set in Global.asa)

This Application level indicates how many failed login attempts the user gets, before been locked out.
If you wish to disable this feature either dont had the application variable to the global.asa or set it to 0.

login_Lockouttime

(Application variable set in Global.asa)

This Application level indicates how long the user is going to locked out for in minutes. eg if set to 30, then the user will be locked out for 30 minutes after having a the lockout attempts number of failed logins.
If you wish to disable this feature dont had the application variable to the global.asa

Optional System Defaults

Further system defaults can be created for each installation.  Third party develops may use them for customized ASP pages, reports or documents.  Most Aspen Workflow lawfirm installations include such defaults as FirmAddress, FirmCity, FirmState, FirmZip for use as standard merge fields in documents.
MatterSearchDefault

(String)

Determines the default search type when searching.  The value of MatterSearchDefault  must match an option in the MatterType dropdown list.  Examples:  ClientContact, Document, Help URL, etc.
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