How You Configure the Administration Interface
Configuration settings let you create an administration interface that meets the business needs of your organization. Some of the most common settings are used to specify security settings, manage notifications, define incident functionality, categorize tracked links, and configure forecasting for opportunities.
Security settings—Use B2C Service security settings to protect your site by configuring how staff members and customers will access your site, as well as which hosts are allowed access to the administration interface and the customer portal.
Security settings—Use B2C Service security settings to protect your site by configuring how staff members and customers will access your site, as well as which hosts are allowed access to the administration interface and the customer portal.
Security settings—Use B2C Service security settings to protect your site by configuring how staff members and customers will access your site, as well as which hosts are allowed access to the administration interface and the customer portal.
- Learn about the settings related to site protection, passwords, and file attachments in Overview of Security-Related Configuration Settings. For a complete list of security-related configuration settings, see Security Level.
- For an in-depth discussion about security practices in B2C Service and how to protect your data, see Overview of Oracle B2C Service Security and Compliance.
Notifications—Notifications are accessed from the Communications Center navigation list and contain your messages about system errors and record assignments and updates. Notifications can also display reports to show the performance of incident queues. By default, the Agedatabase utility purges notification messages that are older than ten days. However, you can change the number of days after which notifications are removed by changing the NOTIF_AGE_DAYS configuration setting. To learn more about the different kinds of notifications, see Open Your Notifications.
| To… | Use this setting… |
|---|---|
| Specify how many hours waiting incidents remain open before being closed automatically. | CI_HOURS |
| Specify which days to use when calculating how long an incident has been open. | CI_WAITING_CALC_DAYS |
| Specify the number of days after which solved incidents are deleted from the database. | PURGE_DELETE_INCIDENTS |
| Specify the number of days after which solved incidents go dormant. | DORMANT_INCIDENTS |
Opportunities—You can let sales representatives send quotes as PDF documents, though this option is disabled by default. Access the SEND_SA_QUOTE_AS_PDF configuration setting to enable this option. See Send a Quote to a Customer.
Notifications—Notifications are accessed from the Communications Center navigation list and contain your messages about system errors and record assignments and updates. Notifications can also display reports to show the performance of incident queues. By default, the Agedatabase utility purges notification messages that are older than ten days. However, you can change the number of days after which notifications are removed by changing the NOTIF_AGE_DAYS configuration setting. To learn more about the different kinds of notifications, see Open Your Notifications.
| To… | Use this setting… |
|---|---|
| Specify how many hours waiting incidents remain open before being closed automatically. | CI_HOURS |
| Specify which days to use when calculating how long an incident has been open. | CI_WAITING_CALC_DAYS |
| Specify the number of days after which solved incidents are deleted from the database. | PURGE_DELETE_INCIDENTS |
| Specify the number of days after which solved incidents go dormant. | DORMANT_INCIDENTS |
Opportunities—You can let sales representatives send quotes as PDF documents, though this option is disabled by default. Access the SEND_SA_QUOTE_AS_PDF configuration setting to enable this option. See Send a Quote to a Customer.
Notifications—Notifications are accessed from the Communications Center navigation list and contain your messages about system errors and record assignments and updates. Notifications can also display reports to show the performance of incident queues. By default, the Agedatabase utility purges notification messages that are older than ten days. However, you can change the number of days after which notifications are removed by changing the NOTIF_AGE_DAYS configuration setting. To learn more about the different kinds of notifications, see Open Your Notifications.
| To… | Use this setting… |
|---|---|
| Specify how many hours waiting incidents remain open before being closed automatically. | CI_HOURS |
| Specify which days to use when calculating how long an incident has been open. | CI_WAITING_CALC_DAYS |
| Specify the number of days after which solved incidents are deleted from the database. | PURGE_DELETE_INCIDENTS |
| Specify the number of days after which solved incidents go dormant. | DORMANT_INCIDENTS |
Opportunities—You can let sales representatives send quotes as PDF documents, though this option is disabled by default. Access the SEND_SA_QUOTE_AS_PDF configuration setting to enable this option. See Send a Quote to a Customer.