User Guide: Setup > System Setup > System Defaults
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System Defaults

The System Defaults category contains global parameters that are not linked directly to either Contact or Loan Setup.


Address Format

Country 5.6+
This option specifies which country's formatting to be observed when validating the address and TIN data.
AutoAddresses are validated against the Country value in an address. If no Country value is present, no formatting is performed.
USAAll addresses are validated against USA addresses and TIN formatted for USA regardless of the Country value in an address.
CanadaAll addresses are validated against Canada addresses and TIN formatted for Canada regardless of the Country value in an address.

Branch

Branch4.10.1+
When enabled, branch support will allow for identifying branches, separating contacts, loans, and tasks by branch, and control user logins.
Cash Drawer4.10.4+
When enabled, you will be able to manage—the balances and the accounting and cash handling procedures associated with—specific, physical cash drawers containing bills, coins, and checks on hand.

Email/SMS Setup

Email Threads5.13.2+
Number of threads to use when sending email. Valid values are 1 – 30. Reduce the value if the email server is unable to handle the volume of emails. Set to 1 when using Office 365.
SendRetryNo in EmailQueue is incremented if the email server does not respond. 10 attempts will be made to send any row in EmailQueue before that row is sent to EmailErrorQueue.
Email/SMS History Specify the number of days to keep the history in the table. Set to 0 to retain forever.
Email/SMS Interval Process The desired time interval (in seconds) after which the Email/SMS Servicer will send/receive email/SMS.
Email/SMS Servicer This is the application that will process all of the incoming and outgoing emails and SMS messages.
Purge Unsent Email/SMS5.0.2+
Specify the number of days to keep email and SMS messages that could not be sent in the queue. Unsent messages are purged from the queue after the set number of days.
SMS Servicer5.16+
Specify the SMS servicer to use. SMS templates configured for a different SMS servicer will not be sent.

Global Search

NLS 5.6 and later

Global Search Enabled by default. When disabled, The global search field in the ribbon bar is disabled and searches will need to be performed by querying specific fields or by using Advanced Global Search.
Global Search Exclusions Click to open a dialog to specify which fields to exclude from global searches.

Microsoft Specific

Do Not Prompt Windows Password Expiration Message5.14+
When enabled, NLS will not display an alert if the user’s Windows authentication password is about to expire.
Encrypt SQL Connection

When enabled the connection to the database server is required to be operating with an SSL connection. If an SSL connection is not available, NLS will show an error and disconnect. The Microsoft SQL Server instance must have an SSL certificate installed.

The Encrypt connection option must be selected in the Manage NLS Connections dialog.

SQL Application Role Name To use a Microsoft SQL Server Application Role enter the name of the role here.
SQL Application Role Password To use a Microsoft SQL Server Application Role enter the password of the role here.

Miscellaneous

ABA Number Lookup5.7.6+
Validates the ABA number using a web service to ensure that a given 9-digit string is a valid ABA number.
Binary Version Updater When this setting is enabled, NLS will store the program binaries in the database. This is the installer for the current NLS version compressed into a binary format. Each time a client computer connects to the database, their client version number is checked against the version stored in the database. If the version stored in the database is newer, the installer will be automatically unpacked from the database and executed to upgrade the client.
Contact and Loan Mixed Case Support When enabled, will allow mixed case alpha characters to be used in the Contact name fields and the Loan name and shortname fields. Nortridge Software recommends that all upper case characters be used due to postal regulations.
Message of the Day4.11.16+5.13+
When enabled, a Message of the Day setup item under System will become available after restarting NLS where daily messages displayed to NLS users can be configured.
NLS Inactivity Timeout This option allows the setting of NLS inactivity timeout. This value is represented as minutes between 1 and 300. If this value is 0, NLS will not timeout.

Example

If this value is set to 10 and there is no activity in NLS for 10 minutes, the user will automatically be logged out of NLS.
NLSAdmins Group5.9+
When enabled, a user will be logged in as an administrator if the user belongs to the NLSAdmins global group as configured in Active Directory.
Scripting Timeout5.11+
The duration in minutes before a script will timeout.
Spell Checker Used to enable and disable the spell checker throughout NLS.
SQLSelectStatement Restrictions This system default restricts specific kinds of command from being executed in NLS scripting by the SQLSelectStatement method. The default is Restrict Updates & DDL which will not allow any updates, insert, delete, or data definition language SQL statements to be called from the SQLSelectStatement method.
Time Zone4.10.8+
Time zone used to display the time stamp for comments associated with branches.
VIN Lookup5.22+
When enabled, the Year, Make, Model, Style, and Trim in Collateral are automatically populated based on the VIN entered.
When disabled, the fields are available for manual entry.

Oracle Specific

Oracle Case Insensitive Search When enabled, this will force all queries to be case insensitive. This option is only available on Oracle 10gR2 and greater. This parameter is ignored by databases other than Oracle
Rows Fetched per Packet5.20+
The number of rows each Oracle SQL read operation will attempt to transmit per packet. Bigger is not always better. This parameter balances the number and size of data packets versus how much local memory is allocated per fetch. Valid range is 1 – 10,000. This parameter is ignored by databases other than Oracle.

Reports

Database Report Server This parameter defines the report server to use when running reports. If Microsoft Always On is being used, all connections will verify the status of the sync prior to connection.
Database Service Report Server5.5+
This parameter defines the report server to use when running scheduled reports through the NLS Windows service.
Global Report Company Name Allows the user to set a company name globally on all reports.
Launch Excel5.12.1-
Used to determine whether Excel is launched inside NLS or outside NLS.

NLS 5.13 and later

Beginning with NLS 5.13, Microsoft Excel documents can no longer be viewed within the NLS application window. Any functionality that previously opened Excel documents within NLS will now open the document with an external application associated with the Excel file type on the computer where NLS is running.
NLS Email Servicer5.15+
When enabled, reports will be sent using one of the email servers as configured in Communication setup. By default, an external email client specified by the operating system will open to send the report.
Print PDF Print engine to be used when printing a PDF document templates
Trustee Membership Restrictions5.23+
When enabled, this setting prevents users from generating reports, or viewing reports saved to NLS, whose parameter set includes Loan Groups, Loan Portfolios, and/or Contact Portfolios for which the user is not a trustee (whether as an individual or as a member of a group).

Team Foundation Server

Team Foundation Server Integration Use Team Foundation Server as source code control of NLS setup and scripting.

Time Zone

NLS 5.6.4 and later

Comment Time Zone Date and time in comments will be displayed based on this time zone.
FDCPA Compliance 5.14+
Fair Debt Collection Practices Act compliance. When enabled, dialing out of phone numbers is prevented before 8:00 am or after 9:00 pm local time based on the contact’s state and county. Loans in collector mode are also skipped.
System Time Zone The system time zone used by the database. Generally, it is the time zone where the database is located.
System Time Zone’s DST Determines the observation of Daylight Saving Time.

TIN Format

TIN Alphanumeric Entry When enabled, allows alphanumeric values to be entered into the tax identification number fields in NLS.

Note

NLS does not recognize alphabets when comparing TINs. Using the same alphanumeric pattern with the same sequence of numbers will be treated as a duplicate. e.g. A12345B is considered the same as C12345D.
TIN Auto Format When enabled, will cause the tax identification number fields in NLS to auto format with dashes when a 9 digit number is entered.
TIN Dash Entry When enabled, will allow dashes to be entered into the tax identification number fields in NLS.
TIN Force Length Sets the number of characters, excluding dashes, that the tax identification number field must be. A value of 0 disables this option.

User Defined Parameters

UDP: CIFRECFINDPROGRESSBAR When set to true, will display a progress bar when searching for contact records. For very large databases (e.g. 500,000 plus contacts), the system may respond quicker by not having to do an initial query to determine the progress bar values. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: DATEFMT Allows the setting of the global date format. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: DEFAULT_CONNECTION_POOL Allows the setting of the global default connection pool size. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: FIELDSEPCHAR Allows the setting of the global import field separator character. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: LOANRECFINDPROGRESSBAR When set to true, will display a progress bar when searching for loan records. For very large databases (i.e. 500,000 plus loans), the system may respond quicker by not having to do an initial query to determine the progress bar values. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: MULTICHAR_METACHAR Allows the setting of the global multi-character metacharacter. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: RANGE_MATACHAR Allows the setting of the global range metacharacter. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: REPORT_TIMEOUT Allows the setting of a global timeout value for report generation. This value is represented as seconds between 0 and 3600. If this value is 0, NLS will not timeout. This will be superseded if defined in a local nort.udp file on a client computer.

Example

If this value is set to 10, NLS will wait for a record for 10 seconds before timing out and returning a message to the user.
UDP: SERVICE_TIMEOUT5.20+
Allows the setting of a global timeout value for accrual processing and NLSService jobs. This value is represented as seconds between 15 and 300.
UDP: SINGLECHAR_METACHAR Allows the setting of the global single-character metacharacter. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: TEXTSIZE Allows the setting of the global text import size. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: TIMEFMT Allows the setting of the global time format. This will be superseded if defined in a local nort.udp file on a client computer.
UDP: TRANSACTION_TIMEOUT Allows the setting of a global timeout value for transactions. This value is represented as seconds between 0 and 3600. If this value is 0, NLS will not timeout. This will be superseded if defined in a local nort.udp file on a client computer.

Example

If this value is set to 10, NLS will wait for a record for 10 seconds before timing out and returning a message to the user.

Web Services

Last five passwords unique This option will keep the user from choosing a previously used password when resetting their password. We will keep track of the last five passwords.
Lockout Period This is the timespan where a web user will not be allowed to log back in after the user has exhausted the allowable login attempts. This value is represented as hours between 0 and 48. If this value is 0, the web user will be locked out indefinitely.
Unsuccessful Login Attempt This is the number of unsuccessful attempts before a web user is denied from logging in.
Web Inactivity Timeout This is the timespan where a web users will be automatically logged out after a period of inactivity. This value is represented as minutes between 5 and 60.
Web User Password Change Frequency This is the number of days since the last password change that the user is required to change their password. If this value is 0, the web user will not be required to change their password.
Web User Password Inactivity Expiration This is the number of days of inactivity until the password is required to be changed. If this value is 0, the web user will not be required to change their password.


Updated: 2020.11.23


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