Project Wizard Step 6–Other
Options
This step allows you to configure some system-wide options
for FootPrints. These options
apply to the first project and all subsequent projects, although most
can be changed per project or user, as noted.
This step is only available the first time you setup FootPrints.
- Cookies—Cookies allow
FootPrints to remember a user’s
ID and password. If this option is enabled, all users will see a checkbox
on the login screen that, if checked, will bypass the login screen when
they access FootPrints with their local browser. This cookie will contain
their FootPrints ID and a unique
cookie ID, which will expire in 3 years. This option applies to the whole
system.
Because this option
poses a security risk (anyone can log in as that user if they have access
to the user's machine), do not enable Cookies if security is an issue
for your organization. Also,
if many of your users access FootPrints
from public or shared terminals, do not use Cookies.
- Record
Names—The
terms entered here are used throughout FootPrints.
Terms can be specified for both Issue database records, and the Contact
records in the Address Book. These names can also be changed per project.
- Date
Format—This
option determines how dates are represented throughout FootPrints.
Users can also set a personal preference for dates. The options are:
- American—MM/DD/YYYY
- European—DD/MM/YYYY
- ISO—YYYY/MM/DD
- Logo—This is the
logo that will appear on the FootPrints
login screen and in the top-left corner of each screen. You can keep the
FootPrints logo, or upload your
own logo. The image's size should not be larger than 180x68 pixels.
To upload your logo:
- Click the Attach
File button.
- Browse your local
machine or network drive for the logo. The image's size should not be
larger than 180x68 pixels (a .GIF file is recommended).
- When you have selected
the file, click Open.
The file is copied to FootPrints.
A message that the file was copied successfully is shown in the attachment
box on the screen.
- The logo, when displayed
in the top-left corner in FootPrints,
can optionally be a hypertext link. You can select Yes
or No
for this option.
- If Yes
is selected, enter a URL for the hypertext link.
By default, when you have completed the Project Setup,
the Add Agents setup page is displayed, allowing you to add agents to
your newly created project immediately. If you selected the FootPrints Customer Service template,
you are given the option to refresh to either the Customer Service Portal
setup page or to the Add Agents page.
You have completed the Project Setup Wizard! Click the
Complete button
to finish. You are now on the FootPrints
Homepage. Go on to the next section, Configuration
and Administration, to learn more about FootPrints
configuration and administration, or browse the Online Help for other
topics. You can return to the Help at any time by selecting
Help from the FootPrints Toolbar, or clicking the
Help icon
found throughout FootPrints.