Clients

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Each client is a separate instance with their own forms, users, user groups, inboxes, form record state, mail servers etc. The number of clients that can be created is limited by the license. A client can be created only the so-called super administrator or sadmin. At least one client is required for a working Xima® Formcycle Server.

Adding a client

User interface for adding a new clients.

Click the button new to add a new client.

Client name

Note that the name cannot be changed later anymore.

Setting a name for the newly created client. It cannot be changed later and may contain only letters, digits, periods or dashes.

Provide a name for this client. It must not contain any characters other than letters, digits, periods or dashes.

This name is also part of the sign-in name of users for signing in to Xima® Formcycle. For example, when the client name is xima.de, and the user's name JohnDoe, the sign-in name will be JohnDoe@xima.de

Examples for valid and invalid client names

xima.de = OK
xima-media.de = OK
xima_media:de = Falsch
xima@media.de = Falsch

Further settings

These settings can be changes later as well and a described in details on the section for client settings.

Client settings

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Base settings

Name

The name of the client as it was assigned when the client was created. In addition, the system-internal ID and the total memory occupied by the client are also displayed.

Alias

An alternative or alias name for this client. The alias name is a unique identifier for this client and can be used to generate easier to read links to your form. For example, it lets you open a form with a link like https://formcycle.eu/form/alias/mandant/myform instead of https://formcycle.eu/form/provide/692. See also how to publish your form.

Language

Default language for forms, when no language has been specified such as by URL parameters.

This setting does not affect the language of the configuration interface of Xima® Formcycle, which will be determined either automatically by the browser's preferred language, or it can be chosen manually on the sign in page.

Base URL

The base URL is used as the first part of the URL that will be used to open forms. Users of the form should be able to access this URL. For example, when the base URL has been set to
http://pro.formcloud.de/formcycle/, the URL to the form would look like this: http://pro.formcloud.de/formcycle/form/alias/<clientId>/<formName>

Description

An optional short description for this client.

6.2.0+  Maximum number of forms

This setting can only be viewed and changed by the superadmin or sadmin of a cloud installation. This number defines the maximum number of forms that can be turned online simultaneously. If the number "0" is set here, the maximum number of forms that can be turned online defined in the license will be used.

6.2.0+  Maximum number of invites

This setting can only be viewed and changed by the superadmin or sadmin. This number defines the maximum number of invites that can be send in one invitation step. The number "-1" means unlimited number of invites.  If the number "0" is set here, the default maximum number of invites that will be used (cloud demo clients: 10, cloud clients: 100, others: unlimited).

Support settings

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Settings to grant the support access to this client.

These settings can be seen in a cloud environment only. 

Grant access to the administration area
Sometimes the support team requires access to the backend of Xima® Formcycle to help you out. This may be the case, for example, when the support needs to check some technical settings. Only a client administrator may grant access.
Grant access to the inbox
Once access was granted, you can grant access to the inbox as well, if required. Please note that the inbox may contain personal data which the support team may get access to. Do not grant access unless it is absolutely necessary. Once the support team is done, revoke the access by unchecking these options.

Mail settings

Mail address for support requests

The email address to which support requests are sent to. By default, when this is left empty, the global email address as set for the system is used. This setting may not be available when the system administrator did not allow it.

Use custom mail server

A mail server should be setup for each client. When no mail server has been configured, the system mail server will be used when it is available. In case no system mail server was configured, no emails can be sent, even if a client-specific mail server exists.

When no mail server is available, the following services will be deactivated:

The following mail server options can be changed:

Encryption
Type of encryption to be used for the communication with the mail server.
Mail server
The mail server used for sending mails of this client. Mails will be sent by actions of type email and by the system when a password needs to be reset.
Port
The SMTP port to be used. When not port is specified, the default SMPT port 25 will be used.
Authorization required
When the mail server requires authorization, enable this option and enter the username and the password.
Sender address (System)
The mail address to be used as the sender address (mail form) for mails sent by the systen, eg. for password recovery mails.
Sender name (System) 
The sender name that is to be used for system e-mails.

User management

Change how users and user data should be managed. The following options are available:

only System
Users will be managed only by Xima® Formcycle. Users can be added or removed on the user management pages.
only LDAP
All users are taken from LDAP account and cannot be created manually.
LDAP and System mixed
When you create a new users, you can choose whether the user should be linked to an LDAP account.

Changing the user management settings

You can change how users are managed at any time. However, you should check whether all unauthorized users have been removed. 

Switching from System only to LDAP and System
Switching from System only to LDAP only
All existing users will be kept and can still sign in. Check whether these users should be removed.
Switching from LDAP and System to System
Switching from LDAP to System
All LDAP users are still referenced in the user management, but will not be able to sign in anymore and should be removed, unless you intend to change back LDAP at a later time.

Client administrator

Setting up the client administrator. This can be done once the new client has been created as well.

When adding a new client, a client administrator will be created automatically. You can setup the settings for the client administrator here. They can be modified later on the user administration pages.

  • User name
    The user's name. Only letters and digits may be used.
  • Title, given name, last name, mail, phone
    The user's personal data. A mail address is required and used for example for sending password recovery mails.
  • Password
    A strong password that must consist of at least 8 and at most 20 characters.
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Created by gru on 25.03.2019, 12:03
Translated into en by gru on 25.03.2019, 12:03

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