Contents
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Welcome to SBM System Administrator
Administrative Access
Connecting to SBM System Administrator
Connecting to SBM System Administrator Using ODBC
Using the SBM Application Administrator
Administrator Viewing Options
Resetting Administrative Access
Select User Page
Reset User Page
Completing the Access Wizard
Resolving Seat License Conflicts
Table Configuration
Types of Tables
System Auxiliary Tables
Configuring Tables for Applications
Performing Table Tasks
Configuring Fields for Auxiliary Tables
Adding Selections for User-type Fields for Auxiliary Tables
Deleting Selections for User-type Fields for Auxiliary Tables
Setting Default Values for Auxiliary Table Fields
Setting User-type Dependent Selections for Auxiliary Tables
Configuring Advanced Options for Tables
About Record Locks
About Full-Text Searching
Enabling Full-Text Keyword Searching
Viewing Table Properties
The Tables Tab
The Edit Table: General Tab
The Edit Table: Fields Tab
The Edit Table: Search Tab
The Edit Table: Labels Tab
The Edit Table: Advanced Tab
The Edit Table: Application Tab
Viewing and Configuring Fields
Viewing General Field Properties
Viewing General Field Information for Multi- and Single Relational Fields
Viewing General Information for Sub-Relational Fields
Viewing Field Attributes
Viewing Field Display Options
Display Options for Binary/Trinary Fields
Display Options for Date/Time Fields
Display Options for Folder Fields
Display Options for Multi-Group Fields
Display Options for Multi-Relational Fields
Display Options for Multi-Selection Fields
Display Options for Multi-User Fields
Display Options for Numeric Fields
Display Options for Single Relational Fields
Display Options for Single Selection Fields
Display Options for Summation Fields
Display Options for Text Fields
Display Options for User Fields
Viewing Field Dependency Settings
The Edit Field: Dependencies Tab
The Set Dependents Dialog Box
The Set Dependencies Dialog Box
Web Services and Scripts
Calling Web Service Functions
Concepts for Calling Web Services
Considerations for Calling Web Services
Web Service and Script Execution Order
Error Handling
Viewing Web Service Properties Defined in SBM Composer
The Web Services Tab
The Web Service Dialog Box
The Service Function Properties Dialog Box
Calling Scripts
The Scripts Tab
The Scripts Dialog Box
Managing Folders
Managing User Accounts Via LDAP
Introduction to Using LDAP With SBM
Considerations for Managing User Accounts via LDAP
General Settings
Automatically Adding Users from LDAP
Mapping LDAP and SBM User Information
Creating Groups for Users Automatically Added from LDAP
Importing User Accounts From LDAP
Mapping LDAP Users and SBM Contacts
Importing Contact Records From LDAP to SBM
Updating Users and Contacts Via LDAP
Setting LDAP Options
Customizing SBM Settings
Setting Server Options
Changing the Environment Set Name
Setting a Cache Refresh Interval
Specifying Administrator E-mail Addresses
Setting Database Options
Enabling Global User Profile Options
Specifying an Exit URL
Setting Locale Options
Setting a Default System Locale and Time Zone
Setting Attachment Options
Setting Attachment Directory Access
Storing Attachments on a File System
Storing Attachments in the Database
Removing Attachments From the Database
Setting Unrestricted Note and Attachment Options
Setting Attachment Numbering Options
Customizing Section Labels and Report Privilege Categories
Setting HTML Options
Customizing the Browser Title Bar
Formatting Required Field Appearance
Formatting Filled Required Field Appearance
Rendering HTML in Notes
Setting Display Options
Setting Limits on the Number of Display Items
Setting Limits on Advanced Lookup Tool Results
Setting Field Display Options
Setting Report Options
Working with SBM License Options
Managing External Users
Setting External User Options
Setting External User Creation Options
Setting up Self-Registration for Users
Setting up the Self-Registration Form
Setting up Automatic or Manual Registration
Setting Up Public Knowledge Base and External User Access
Enabling New Password Requests
E-Mail Templates for User Registration and Password Changes
Customizing Self-Registration E-Mail Templates in SBM System Administrator
User Registration and Password Template Tags
Base Global Template Tags
Configuring Version Control Settings
Overriding SourceBridge User Settings
Working with Global Templates, Files, and Strings
Customizing Global Templates and Files
Upgrading Custom Templates
Customizing Report Templates
Customizing the SBM User Workspace Online Help Files
Customizing and Translating SBM User Workspace Strings
About String Modifications and Translations
Modifying Strings Using the Auxiliary Data Feature
Granting Privileges to the Languages and Strings Tables
Adding Language Records to the Languages Table
Working With String Identifiers
Adding Custom String Identifiers
Adding Records to the Strings Table
Translating Strings Using XML Export and Import Wizards
Exporting Strings to XML
The Export Options Dialog Box
The Export Languages Dialog Box
The Export Output Location Dialog Box
The Export Finish Dialog Box
Adding Translated Strings to the XML File
Importing Translated Strings
The XML File Location Dialog Box
Finishing the XML Import Wizard
Using the SBM System Administrator Database Wizard
Selecting a Destination Database
Providing Connection Information for the Database
Specifying System Setting Information
Specifying Field Information
Finishing the Wizard
Core Database Elements
Connecting to Your Database with SBM System Administrator
Administrative Locking
Administrative Locks
Releasing Administrative Locks
Importing Data Into Your Database
About the Import Data Wizard
Preparing to Import Data
Considerations for All Types of Data Imports
Data Import Order
Data Uniqueness Rules
Using the Import Data Wizard
Working With Import Option Sets
Selecting the Import Data Source
Connecting to the Import Data Source
Specifying Source Data to Import
Specifying a Destination for Data
Mapping External Source Fields to SBM Fields
Specifying Constant Field Values for Import
Mapping Field Values for Selection and User Fields
Mapping State Field Values
Specifying Additional Import Data Options
Saving Your Import Option Set
Executing Import Options Sets
Importing Data From A Generic ODBC Database
Importing Data From Text Files and Spreadsheets
Steps for Importing Data From a Generic ODBC Database
Connecting to the Generic ODBC Import Data Source
Specifying a Generic Data Source Import Table
Specifying a Destination for Data From a Generic ODBC Database
Mapping Generic Database Fields to SBM Fields
Mapping Generic Referential Field Information
Specifying Additional Options for Generic Data Imports
Specifying Scripts for Generic Data Imports
Importing Data From Another SBM Database
Steps for Importing From Another SBM Database
Connecting to an SBM Import Data Source
Specifying SBM Data to Import
Specifying a Destination for Imports From SBM Databases
Mapping SBM Source Fields to Destination Fields
Specifying Additional Import Options for SBM Data Imports
Import Data Log Information
Importing Data Using the Command-Line Interface
Other Options for Importing Data
Archiving Items in a Database
Using the Archive Wizard
Selecting Items to Archive
Selecting Archive Action Types
Specifying Affected Primary Items
Selecting the Affected Change History
Finishing the Wizard
Accessing Archived Items
Viewing Archived Items
Restoring Archived Items
Upgrading Archived Change History
Copying Databases
Using the Copy Database Wizard
Recommendations for Copying a Database
Running the Copy Database Wizard
Selecting a Destination Database
Providing Connection Information for the Database
Finishing the Wizard
Configuring Cross-database Posting
Mapping Fields for External Post Item Transitions
External Database Configuration Dialog Box
External Database Properties Dialog Box
Using the SBM Web Server
Broker Service
SBM Web Server Properties