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Settings Overview

The Settings page holds the configuration of the instance: platform, security, e-invoicing, e-reporting, jobs, connectors and reference data. Open it from Settings, at the bottom of the side menu; it is shown to users whose role grants the settings.

Documents, PDF templates, actions, notification rules and watched folders are not on this page: they have their own pages in the Management group of the menu (see Documents and PDF templates). The jobs themselves — polls, batch jobs, digest, auto-retry, lifecycle checks — are run and edited from Scheduled jobs.

At a glance​

SettingsPlatform, security, e-invoicing, e-reporting, jobs, connectors and reference data of this instance.RemoveCopy+ Add List+ Add SQL+ Add API🔍 retentionJOBS & INBOUND 1 ▾Job defaultsQuiet window, bulk send throttle, BIP…↳ Processing log (days) (Retention) · …PLATFORM ›SECURITY ›E-INVOICING ›E-REPORTING ›VIEWS & UI ›API CONNECTORS ›REFERENCE DATA ›Job defaultsglobalDescription (optional)💾 SaveRETENTIONProcessing log (days)90Step timings (days)30Job runs (days)90Notifications (days)0 = keep▸ ADVANCEDSearch every fieldlabels, hints and keysMatching fieldslisted under the entryAreas by intentcollapsed, with their countHeader actionsadd, copy, remove a templateOne tab per entryglobal tabs open aloneAdvanced foldrare settings, closed by default

The navigation on the left groups the entries by what you want to set, not by storage. Every area starts collapsed and shows its entry count; an area opens on click, and opens by itself when another page links to one of its entries.

AreaEntries
PlatformThe global settings tabs — Directories & environment, Processing, Server log, PDF rendering, Email, AI assistant, License — then the databases: NomaUBL database, JD Edwards database and any other database connector.
SecurityAuthentication (global tab), Single sign-on (OIDC), Users and Roles.
E-invoicingE-invoicing, Document types, Status catalogue, Directory lookup.
E-reportingE-reporting and the E-reporting status catalogue.
Jobs & inboundJob defaults (global tab), JDE print queue (BIP), Integrity checks.
Views & UIList views.
API connectorsOne entry per API connector, with the api badge.
SQL connectorsOne entry per SQL connector, with the sql badge.
FTP connectorsJD Edwards file transfer and the other FTP connectors, with the ftp badge.
Reference dataThe reference lists (list badge) and the custom lists (custom badge).

Each entry shows a label and a one-line description; the system templates keep their technical name, shown in small type next to the editor title (for example Job defaults · global). A global entry opens only its tab of the global editor.

The box above the navigation — Search a setting, a field, a template… — matches the labels and descriptions of the entries, the template names, and every field label, hint and key of the editors. Areas with a match open, and under each entry a line says which fields matched, with their group (up to three):

↳ Processing log (days) (Retention) · Step timings (days) (Retention) · Job runs (days) (Retention)

Searching retention, smtp or maxThreads therefore lands on the right tab without knowing which template holds the setting.

Advanced folds​

Settings rarely changed are folded under an Advanced line, closed by default — for example the Ghostscript command of the Processing tab, or the TLS and corporate-proxy settings of the AI assistant tab (Advanced — TLS / corporate proxy). Open the fold to edit them; their values are kept whether the fold is open or not.

Header and editor actions​

ActionEffect
Add API · Add SQL · Add ListCreate an API connector, a SQL connector or a custom list.
Add OIDC · Add integrity reportsShown while the instance has no single sign-on or integrity-check template; creates it.
CopyDuplicate the selected template under a new name. Not available on the system templates.
RemoveDelete the selected template. Not available on the system templates.
Description (optional)Free description of the template, shown under its entry.
SaveSave the template being edited. The status bar at the bottom of the editor reports the result.

Every save is recorded in File versions, and the connectors, lists and settings templates — except the global settings and single sign-on — can be carried to another environment with Promotion.

Tips & best practices​

  • Search before browsing. The field index finds a setting from any word of its label or hint.
  • Leave the Advanced folds closed unless the default no longer fits — they hold settings that rarely need changing.
  • Name custom connectors and lists clearly. Their name is the label of their entry in the navigation.