The purpose of this guide is to provide administrators with an overview of the different possibilites found in the "General settings" of Agenda Management.
- To find the general settings go to the menu bar > Settings > General settings
Now a review of all the different settings that are available to you
- Standard language for new users
- Select the language that new users are presented with when signing up for Agenda Management
- Default number of days before meeting to set deadline for new committees
- Default name of new empty agenda
- Set the default name of a new agenda that did not originate from a template
- Default participation status
Global generator settings
The global generator settings are the settings available when generating an agenda on a newly created committee.
In other words, if you create a new committee and dont change any of the generator settings, then they will appear as detailed in the screen below.
Common for all the settings is that your stylesheets have to be properly integrated for the information to be properly transferred to any agenda you wish to create.
These settings are used whenever you create an agenda.
Path to publish folder
The path leading to the folder which the XML version of the agenda is documented in whenever said agenda is published. Note that this folder is located on the same server as Agenda Management, and is not locally stored on your computer.
XSL stylesheet to use for meeting previews
The XSL file used whenever a meeting is previewed. This description is true for the following settings as well.
XSL stylesheet to use for meeting drafts
The XSL file used whenever a meeting is published as a draft.
XSL stylesheet to use for meeting final publication
The XSL file used whenever the finished meeting is published.
XSL stylesheet to use for minutes of meeting
The XSL file used whenever the minutes from a meeting are published.
XSL stylesheet to use for agenda drafts
The XSL file used when publishing a draft of an agenda.
XSL stylesheet to use for agenda final publication
The XSL file used when publishing the finished agenda from a meeting.
XSL stylesheet to use for agenda minutes
The XSL file used when publishing the minutes from the finished agenda.
XSL stylesheet to use for item minutes
The XSL file used when publishing the minutes from a specific item.
CSS stylesheet to use for meeting drafts
The stylesheet used when publishing a draft of a meeting.
CSS stylesheet to use for final meeting
The stylesheet used when publishing the final meeting.
CSS stylesheet to use for meeting minutes
The stylesheet used when publishing the minutes from a meeting.
The following settings allow you to customize the PDF which is generated whenever a meeting is concluded.
PDF generator timeout in minutes (1 - 30)
PDF footer(can be HTML or plain text)
The footer of the PDF
PDF header(can be HTML or plain text)
The header of the PDF
Enclosure Font Name
The name of the font used for the enclosure
Enclosure Header size(in points)
Size of the text used in the header
Enclosure Footer size(in points)
Size of the text used in the footer
Publish to folder settings
These settings will define what happens whenever an agenda is published to a folder.
Also export PDF
A PDF version of the agenda will be created along with the XML file.
Enclosures will be included in their own folder.
Publish only open items
Only the items marked as public will be published
Publish to HTML
These settings will define what happens whenever anything is published to HTML.
The path leading to the folder wherein the published material will be placed.
XSL Template for HTML Publishing Drafts
The XSL file used when publishing a draft as an HTML file.
XSL Template for HTML Publishing Meeting Minutes
The XSL file used when publishing the meeting minutes in an HTML file.
XSL Template for HTML Publishing Final
The XSL file used when publishing the finished agenda as an HTML file.
URL to files for HTML Publishing
Use [meeting-folder] as placeholder for the sub folder that the files will be placed in.
This will allow you to pick whether an integration to any ESDH-system is active.
Integration settings for ESDH
Use ESDH interface to fetch enclosures
Select this option if you want to be able to fetch enclosures from your ESDH-system whenever you attach an enclosure to your agenda items.
Signal ESDH system on meeting state change
Select this option if you want to notify the ESDH-system of changes to a meeting.
The address of the SMTP server from which emails will be sent on behalf of Agenda Management.
The address where any user inquiries will be placed.
SMTP uses authentication:
Determine whether the SMTP server demands username and password
CkEditor configuration parameters
This is the configuration of the editor in which the users work when filling out agenda items.
The authentication settings presents the various methods of accessing the system.
You can select either LocalAccount, ADFS or both.
- LocalAccount will give users the option to login using username and password which eventually can be validated against your Active Directory
- ADFS will give users the option to login while their account is validated against your ADFS-server.
- Both will give users both of the options listed above.
The unique value used by the ADFS server for identifying the application. This will typically be the URL of the application but could also be another unique value depending on how the ADFS server is designed. This value is determined in consultation with the administrator of the ADSF server.
Active directory mapping
You have the option of mapping your groups in your active directory which means users will automatically be assigned the role of either committee administrator or administrator in Agenda Management.
Type in the name of the groups in your Active Directory containing the users chosen to be either committee administrator or administrator.
Select this option for the specific group in your Active Directory that needs to be assigned the role of committee administrator.
Select this option for the specific group in your Active Directory that needs to be assigned the role of administrator.