General tab (Set General Preferences Utility)

Sets general options in the preferences.

Option	Description
OM instance name	Changes the Output Manager instance name. The default name is Output Manager. The instance name is used with licensing and association with an SQL server.
System notification profile	Set the Notification profile that allows the setting of notifications for items that affect operation of the system and the administrator want to be notified when a specified event occurs: Administrative user added Business rules modified Database usage exceeds threshold Destination configuration modified File store exceeds threshold General preferences modified License status Login failure count exceeded Output process modified Profile modified Resource modified Source error Source state changed Service is down Source configuration modified Specific message posted to message log
Retain documents	Select this check box to retain documents globally and sets period and number for the OM instance. When you enable the retain feature, documents are saved to the retain folder after they print or are deleted from the Output Manager Console. If you do not want to save deleted or printed documents, disable the retain feature. Documents are retained by default
Default retention period	Specifies the number of days documents will be retained when the Retain documents check box is selected. The default period is 7 days.
Maximum retain size	Specifies the maximum amount of documents that can be retained when the Retain documents check box is selected. The default value is 100,000 documents. If the maximum value is reached, Output Manager performs a cleanup routine to remove the oldest documents. This will reduce the document count to match the maximum number of documents.
Refresh external resources	Select this check box to refresh of external resources used by Output Manager. External resources are any resource (for example, a CSV file or banner) not stored in the Resource Manager. When this check box is selected, can specify the External resource refresh period, which is the number of minutes between refreshes. The default setting is 360 minutes. A value of 0 indicates no refresh.
External resource refresh period	Specifies the time period (in minutes) to reload external resources used by Output Manager. The default value is 360, and a value of 0 indicates no refresh. This option is only available when Refresh external resources is selected.
Desktop client refresh period	Specifies how often the complete list of billing accounts is passed down to all the clients. If you create new billing accounts, these will not be available until the next refresh. The default value is 1440 minutes.
Desktop client popup timeout	Period in minutes after which popups time out on the client. The default is 30 minutes.
Desktop client heartbeat interval	Specifies the interval between "heartbeats" which are used to keep desktop client sessions active. It can be set between 1 and 60 minutes. The default value is 3 minutes. : It is recommended that you configure this value before deploying the desktop client to workstations. If adjusted after deploying clients, the change will take affect after the workstation restarts.
Desktop client communication ports	Set desktop client communication ports ranges. Specifies a range of port numbers. The default setting is 8100 to 8125.
Auto delete Spooled documents	Enable or disable the automatic deletion of spooled documents from the server. If this is enabled, you can set the delete period in hours. The default is 24. Enable this option to use green reports that show documents that have been automatically deleted from the server after being spooled but never printed.
Use cost reconciliation	Specifies how document costs are calculated for user and associated billing accounts. When disabled, the costs configured in the source that receives the document are charged to the user and associated billing accounts (legacy behavior). This is the default. When enabled, the costs configured in the source that receives that document are changed to the user and associated billing accounts when the document arrives in spool. Later, when the document is printed, the costs are reconciled to the costs configured in the destination that outputs the document. If the document is deleted before output, the source costs are refunded. If the document is reprinted, the costs are charged again.
Document file store path	Lists all configured file stores on this Output Manager database. The Output Manager database only stores the properties of a document. The actual files are stored in network folders, called file stores. You can define multiple file stores that will be available for selection from individual sources on the More settings tab. The default file store is selected by default. Location column — Displays the file store path. Default column — Selects the default file store. The default file store will be used when a file store has not been specified. By default sources are configured to use the default file store on the More settings tab. If you change the default file store in the grid, all sources using the default will also be updated. Status column — Displays the current status for the file store: In-use — Indicates this Output Manager database has submitted documents to the file store. Empty — Indicates no documents have been placed in the file store from this Output Manager database. The Windows folder could have folders in it from other Output Manager database activity. New — Indicates the file store has not been entered into the Output Manager database. You will need to click Apply to add the file store to the database. Encryption State — Displays the encryption status for the file store: Encrypted or Not Encrypted. The encryption status is Pending encryption or Pending decryption when a file store is actively being encrypted or decrypted.
Command buttons	The command buttons allow you to add, edit, view details for, and remove paths from the table. Add button — Adds a file store. This opens the Add File Store dialog box in which you can specify a UNC path ( \\hostname\share). You can click the browse (...) button to create a folder or locate an existing folder. Verify the file store folder does not contain any empty folders. Empty folders in the file store folder will be deleted when the Output Manager cleanup process runs. The Output Manager DBM service must have any necessary permissions that are required to access the selected network folder. Edit button — Allows you modify the UNC path for the selected file store. This opens the Edit File Store dialog box. You cannot edit a file share that with an In-Use status. Remove button — Removes the selected file stores. You can only remove file stores with a New status. Encrypt button— Allows you to encrypt a file store. Decrypt button— Allows you to decrypt a file store. Details button — Displays the usage details of the drive where the file store is located. This opens the File Store Details dialog box.