Unison:Administration

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The Unison by Melissa Administration menu contains user information, connections to databases, email notification settings, your license with Melissa, project defaults, and report configurations.

The Administration section will only be visible and accessible to accounts with admin privileges.

UNI Administration Menu.jpg


Users

UNI Administration Users.jpg

This section lists the user accounts set up on the platform. You may also create new users here by clicking the New User button.

The Users page will only be visible and accessible to accounts with admin privileges.


Profile

UNI Administration Users Profile.jpg

Clicking on a user name will take you to the My Profile page.

Username

The username of the user.


Reset Password

This button will open the Reset Password window and let you change the user password.

UNI Administration Users Profile Password.jpg


Email

The email address of the user.


First Name

The first name of the user.


Last Name

The last name of the user.


Time Zone

The selected time zone for the user.


LDAP Settings

The configuration settings for the LDAP (Lightweight Directory Access Protocol) server.

UNI Administration Users LDAPSettings1.jpg UNI Administration Users LDAPSettings2.jpg


LDAP Connection Settings

Host Address
The LDAP host server address.
Host Port
The port the LDAP host server.
TTL
The LDAP TTL (Time To Live). This specifies the duration, in seconds, the server will store the records until they are revalidated. For example: "3000".


LDAP Binding User

The LDAP Binding User credentials.
Username
The LDAP Binding User name.
Password
The LDAP Binding User password.


LDAP Distinguished Name (DN)

Base DN
This specifies the domain by using DC (Domain Components). For example: "DC=melissadata,DC=com".
User DN
This specifies the server by using OU (Organizational Unit). For example: "OU=mdserver".
RDN Key
The LDAP User Relative Distinguished Name Key. For example: "CN=".
Admin Group
The LDAP Admin Group DN (Distinguished Name). This specifies admin group names. For example: "OU=AdminGroup1,OU=AdminGroup2".
User Group DN
The LDAP User Group DN (Distinguished Name). This specifies user group names. For example: "OU=UserGroup1,OU=UserGroup2".


LDAP Use Attributes

Attribute Username
The username of the account. For example: "sAMAccountName=Username".
Attribute First Name
The First Name associated with the user account. For example: "givenName=FirstName".
Attribute Last Name
The Last Name SN (Surname) associated with the user account. For example: "SN=LastName".
Attribute Email
The LDAP Email. This specifies the email address. For example: "mail=email@domain.com".


LDAP Test

User Credentials
To test your LDAP, enter a Test Username and Test Password and click Verify. You can then refer to Status for more details on the test.
Status
This will show the test status of a basic connection, basic authentication, and user retrieval.


My Connections

UNI Administration Connections.jpg

This section displays the connections to databases you set up. You may also create new connections here by clicking the Create New Connection button.


Create a New Connection

UNI Administration Connections CreateNew.jpg

Name
The unique name of this database connection that will allow you to quickly identify connections.
Vendor
We currently support three vendors MSSQL, MYSQL, and Oracle. Please choose the vendor for your database.
Host
For the host you can use either a host IP address(ie 197.0.0.1), or host domain name(ie computer_name.domain_segment[....domain_segment]).
Port
When a vendor is selected we automatically populate the port with that vendors default port. If your connection uses a port other than the vendors default please correct your port number.
Database
The name of the database you wish to establish a connection to.
Username
The username of the server you are trying to connect to.
Password
The password of the server you are trying to connect to.


Emails

UNI Administration Emails1.jpg

SMTP Settings

SMTP Host
The Simple Mail Transfer Protocol (SMTP) host address.
SMTP Port
The port the SMTP host listens on.
SMTP Timeout
The SMTP timeout in seconds.
Use TLS
Transport Layer Security (TLS) will encrypt the SMTP protocol.


Credentials

SMTP Username
The username for the SMTP server.
SMTP Password
The password for the user on the SMTP server.


Email Boilerplate

Email From Address
The "From" email address that any boilerplate emails will appear to be sent from.
Email Subject Key
The subject that will prepend any boilerplate email notifications.


Validation

Email To Address
The email to test for verification.


Status

The email verification status will be displayed here.


Enable

UNI Administration Emails2.jpg

Enable SMTP
Select this to enable the Simple Mail Transfer Protocl (SMTP) server to generate email notifications for users.
Job Notifications
Select what Job States you want users to receive notifications for. An unchecked box indicates no notifications will be sent for that job event.
User Notifications
Select what changes to user accounts you want users to be sent email notifications about.
Email Attributes
Base URL for Embedded Email Links
The Base URL base location of your URL which can be changed depending on your needs. For example, you can change the base URL from http://generic:4200 to http://MyCompanyName:4200, you can also change the port number (in this case 4200) if needed.
Embedded Support Email Address
When Unison sends out generated emails this is the email address users will be instructed to follow up with for additional information.


License

UNI Administration License.jpg

This section displays your license details, including the expiration date.


License Key

Your license key. You can edit this by clicking the Edit button.


License Customer Number

The customer ID number associated with your license.


License Expiration Date

The date your license expires.


Project Defaults

UNI Administration ProjectDefaults.jpg


Project Privacy

Check this box to set projects as private by default.


Address Task

Task Source Type
Set the task source type as US or Global.


Report Configuration

Default Reports

UNI Administration ReportConfiguration.jpg

The default reports for each job type are listed here, indicating the rank, chart color, category, and description.


Custom Reports

UNI Administration ReportConfiguration CreateNew.jpg

Custom reports are listed here. If you want to make a new custom report, click the Create New button.
Report Name
Give your custom category report a name here.
Categories
Click Add a Category to add a new category, and customize it under Category Details.
Category Details
First, a category has to be added from under Categories. Once that is done, the new category can be named here and given a custom color.
Query Builder
Use the query builder to add rules to specify what result codes you want to define your category.


About

UNI About.jpg

This section displays the version information for your install as well as contact information for Melissa.