Global
The Global editor holds settings that apply to the whole NomaUBL application — file system layout, processing helpers, email server, AI assistant, license / authentication, and the background scheduler that drives polling and batch document jobs.
Settings here are largely source-agnostic and apply whether documents come from JD Edwards, SAP, NetSuite or a custom ERP. A few BIP-specific knobs are explicitly called out where they appear.
The editor has six tabs:
- Directories — application home, file paths, batch state.
- Processing — XSL config path, Ghostscript command, processing options.
- Email / SMTP — outbound mail server.
- AI — Anthropic API key for the in-app AI Assistant.
- Authentication — license key + user authentication / session timeout.
- Scheduling — automatic PA polling intervals and recurring batch jobs.
At a glance
Tab 1 — Directories
Home Directories
| Field | Description |
|---|---|
| Application Home | Root install directory of NomaUBL (e.g. /app/nomaubl). Resolved by the %APP_HOME% placeholder used in document template paths. |
| Environment | Short environment name (e.g. demo, PD). Resolves the %ENV% placeholder used in document template paths (rtf, xsl, ublXslt) so the same template can target multiple environments. |
| Process Home | Working directory used by NomaUBL during processing (e.g. /app/nomaubl/process). |
File Paths
| Field | Description |
|---|---|
| Input Directory | Where new documents to process are dropped (XML spools, attachments…). |
| Process Directory | Where in-flight files live during processing. |
| Temp Directory | Scratch space for temporary artefacts. |
| Single Output Dir | Output directory for documents processed in single mode. |
| Bursting Directory | Output directory for documents produced by bursting mode (one file per invoice). |
Batch Processing
| Field | Description |
|---|---|
| Last BIP Job Number | High-water mark of the last JDE BIP job number consumed. Used by the BIP source to skip already-processed jobs. (BIP / JDE-specific.) |
| BIP Lookback (days) | Date floor on the BIP scan. 0 = no floor — every job after the watermark is eligible. N > 0 = only jobs updated in the last N days. Handy on a first install or after a long gap, to skip years of history rather than walking the whole queue. Applies to the manual scan, the scheduled batch and the nomaubl -fetch-all command. (BIP / JDE-specific.) |
Tab 2 — Processing
XSL Paths
| Field | Description |
|---|---|
| XDO Config | Path to the BI Publisher xdo.cfg configuration file used during PDF generation. |
Ghostscript
| Field | Description |
|---|---|
| GS Command | Full Ghostscript command line used for PDF post-processing (e.g. gs -dBATCH ...). Multi-line values are accepted. |
Options
| Field | Values | Description |
|---|---|---|
| Update DB | Y / N | When Y, processing runs persist their results to the database. Set to N only for dry runs / debugging. |
debugProfile (2026.05.9) | Y / N | When Y, every processing run writes per-step timing rows to F564237 covering each pipeline stage: header parsing, lines parsing, validation, UBL emit, PA send. The rows surface on the Tech Dashboard — the Live process events tail flags them with their step name, and the Template processing time widget breaks the average down by stage. Leave at N in production; flip to Y for the duration of a batch run when triaging a slow pipeline. Disable once the slow stage is identified — the extra rows inflate F564237 quickly under load. |
PDF
| Field | Description |
|---|---|
| Logo path | Path to the company logo drawn at the top of the supplier block when a PDF template has Show logo on (see PDF Templates). Accepts the path variables %APP_HOME%, %ENV%, %PROCESS_HOME%, %KCO%, %DOC%, %DCT% and any {{token}} from the invoice catalogue — e.g. %APP_HOME%/logos/{{kco}}.png, so each company resolves to its own logo. A { } button opens a searchable token list. PNG, JPG and GIF are supported. |
| Logo offset X (pt) | Horizontal shift of the logo, in points, to absorb whitespace baked into the source image. Default 0. |
Tab 3 — Email / SMTP
Configures the outbound mail server NomaUBL uses to send notifications and document deliveries by email.
SMTP Server
| Field | Description |
|---|---|
| Host | SMTP host (e.g. smtp.example.com). |
| Port | SMTP port (typically 587 for STARTTLS, 465 for implicit SSL, 25 plain). |
| TLS (STARTTLS) | Y / N — upgrade the connection to TLS via STARTTLS. |
| SSL | Y / N — open the connection in implicit SSL mode (rare in modern SMTP, mutually exclusive with STARTTLS). |
SMTP Credentials
| Field | Description |
|---|---|
| Username | SMTP authentication user. |
| Password | SMTP authentication password. |
Sender
| Field | Description |
|---|---|
| From address | Default From: address on outbound mail (e.g. facturation@example.com). |
Tab 4 — AI
Anthropic AI
| Field | Description |
|---|---|
| API Key | Anthropic API key used by NomaUBL's in-app AI Assistant panel. Without a valid key, the AI Assistant is disabled. |
Tab 5 — Authentication
License
| Field | Description |
|---|---|
| License Key | Full NomaUBL license key. Without a valid key, the Navigation, Synchronisation and UBL menus are disabled — only Configuration remains accessible. |
Authentication
| Field | Description |
|---|---|
| Enable Authentication | Y / N — turn on password-based user login. When N, NomaUBL runs without a login wall (typically dev / on-prem behind a corporate VPN). |
| Auth Mode | internal / oidc / both — drives the login screen. internal (default) keeps the local username + password form. oidc switches to a single-sign-on button only. both shows the SSO button above the local form, so operators with a database account can still sign in if the IdP is unavailable. Pair with the OIDC template to configure the SSO side. |
| Session Timeout (minutes) | How long an authenticated user session remains valid. Default 480 (8 hours). |
Self-service password reset
With Auth Mode = internal (or both), the login screen exposes a Forgot password? link. The user is prompted for both username and email; if they match an active account, a one-shot link valid 60 minutes is sent to the email on file. The link lands on a dedicated page that lets the user choose a new password.
Requires SMTP configured under Tab 3 — Email / SMTP. Tokens are persisted in F564255 (see Database tables) and expire after a single use.
Tab 6 — Scheduling
Background tasks executed by NomaUBL when running in serve mode. Changes on this tab take effect after a server restart.
Import & Status Polling
| Field | Description |
|---|---|
| Import poll interval (min) | Minutes between automatic import-status polls for pending invoices (status 9906). 0 = disabled. |
| Status retrieval interval (min) | Minutes between automatic lifecycle-status retrievals from the PA. 0 = disabled. |
| Received fetch interval (min) | Minutes between automatic PA inbound sweeps — the same flow as the Sync → Fetch Input → PA inbound (supplier invoices) mode and the -fetch-received CLI. 0 = disabled. Persists the cursor of the highest issue date processed in lastFetchReceivedAt so each sweep only pulls invoices that arrived since the previous one. |
Batch Document Processing
A list of recurring batch jobs. Each job runs independently on its own interval and scans for new documents to process. Use + Add batch job to create one and the × button to delete one.
Per-job header fields
| Field | Description |
|---|---|
| Label | Human-readable name displayed in the job list (e.g. BIP invoices). |
| Interval (min) | Minutes between two runs. 0 = disabled (job exists but is not scheduled). |
Per-job parameters
The remaining fields configure how the job picks up and processes documents:
| Field | Values | Description |
|---|---|---|
| Process type | xml / ubl | xml = full pipeline (transform + process); ubl = direct UBL processing (input is already UBL). |
Template (when Process type = xml) | from list | Document template to apply. Lists templates of type document. |
Mode (when Process type = xml) | AUTO / SINGLE / BURST / UBL | Processing mode — AUTO lets NomaUBL decide; SINGLE and BURST force the corresponding output strategy; UBL produces UBL only. |
| Source | bip / directory | Where to fetch documents from: bip = JDE Print Queue (JDE-specific); directory = scan the Input Directory configured in Tab 1. |
Extract mode (when Source = bip) | input / output / both | Which BIP artefacts to pull: input = source XML only; output = generated output files only; both = both. |
Language filter (when Source = bip) | text | Optional BIP language filter (e.g. FR). Empty = all languages. |
| Replace existing | Y / N | When Y, re-import documents that already exist in NomaUBL (overwrite); when N, skip duplicates. |
Skip PA send (when Process type = xml) | Y / N | When Y, the job never sends to the Plateforme Agréée — it only produces UBL/PDF locally. |
Validate only (when Process type = ubl) | Y / N | When Y, validate the UBL without sending it to the PA. |
Send to PA (when Process type = ubl) | (use settings) / Y / N | Override the per-document-type "send to PA" decision: empty = use default; Y = force send; N = force skip. |
Tips & best practices
- Set Environment. The
%ENV%placeholder in document templates is what lets one configuration roll forward fromdemotoPDwithout editing every path. - Restart after changing scheduler values. All intervals on Tab 6 (and the batch jobs) are read once at startup; updating them in the UI only persists the value — you still need to restart.
- License gates the runtime. If you suddenly see Navigation / Sync / UBL menus disappear, double-check the License Key first.
- Pick
bipSource only when you actually have JDE. For other ERPs (SAP, NetSuite, custom), usedirectoryand drop their XML output into the Input Directory. - Use
validateOnlyto dry-run UBL. Pair it withSkip PA send(or its UBL equivalent) when migrating templates so you exercise the pipeline without touching the PA.