Settings

The Settings page lets you view and edit Control Room configurations such as regional, alerts, email, and domain settings.

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The tab displays a check mark for successful configuration and an exclamation mark for incomplete configuration, which leads to feature failure.

System

Under this tab, you can find the below details:

Control Room Details

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All the details displayed under this tab are read-only.

Field	Description
Version	Displays the version information of the deployed Control Room.
Last Updated	Displays the timestamp when the Control Room was installed or upgraded.
Tenant Name	Displays the current tenant name.

System Details

Field	Description
Operating System	Specifies the name and version of the operating system on the machine hosting the Control Room.
Framework Version	Specifies the name and version of the framework on the machine hosting the Control Room.

Database Details

Field	Description
Server Type	Displays the database server type. It can be PostgreSQL or Microsoft SQL Server.
Server Name	Displays the database server name.
Port Name	Displays the port number on which the database server runs. Available only in the case of PostgreSQL.
Database Name	Displays the database name configured for this Control Room.
Authentication Type	Displays the authentication type used to connect to the database server.
User Name	Displays the username used to connect to the configured database server.

SMTP Settings

This tab enables you to view and configure SMTP-based email server settings. The Control Room uses these settings to send users notifications based on subscribed alerts.

Authentication Types

The table below outlines the available authentication types for configuring SMTP settings

Type	Description
Password	Use this option to configure SMTP settings by specifying a port, username, and password for sending emails.
Outlook	Use this option to configure SMTP settings with OAuth authentication for secure email sending using Outlook.

Authentication Configuration

The tables below outline the configuration settings for both Password Authentication and Outlook Authentication types when setting up SMTP for email communication.

Password Authentication Configuration

Setting	Description
Server	Specify the SMTP email server name.
Email Address	Specify the email account required to log into the email server.
Password	Specify the necessary password to log into the email server.
Port	Specify the email server listening port.
Maximum Retry Count on Failure	Specify the number of times to retry in case of failures. The default retry count on failure is 30 minutes.
Display Name	Specify the display name to be used inside the From field while sending an email.
Use SSL	Check this option to send an email over Secured Socket Layer (SSL).
Allow Untrusted Certificate	Check this option to send an email over Untrusted certificates for outgoing mail servers.

Outlook Authentication Configuration

Setting	Description
Server	Specify the SMTP email server name
Email Address	Specify the email account required to log into email server
Client Id(Application Id)	Specify the Client Id.
Tenant Id	Specify the Tenant Id.
Client Secret	Specify the Client Secret.
Maximum Retry Count on Failure	Specify the number of times to retry in case of failures. The default retry count on failure is 30 minutes.

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For Outlook Authentication, ensure that the Mail.Send permission is added for the Microsoft Graph API to enable email sending.

Verifying Your Configuration

To verify your SMTP configuration, click the Test Mail button. A test email will be sent to your configured email account.

Save Your Configuration

For the settings to take effect, you must save the configuration by clicking the Save button.

Regional Settings

Under this tab, you can view and configure the regional settings. These are global settings applied to all automation users.

Setting	Description
Date Format	The display format for date values. Default format: DD/MM/YYYY
Time Zone	The time zone of the Control Room. Default time zone: UTC
Locale	The language of the Control Room user interface. Default language: English
Time Format	The display format for Time values. The available options are either 24-hour or 12-hour representation. Default format: 12-hour

You must save the configuration by clicking the Save button to make the settings effective.

Authentication

This tab allows you to configure the authentication providers used to verify user credentials. By default, the Basic Authentication provider can store user credentials in an encrypted format in the Control Room database. In addition to Basic Authentication, it supports the LDAP authentication provider. You can configure any LDAP-based directory service, such as Microsoft Active Directory, OpenLDAP Directory, Apache Directory Server, or Apple Directory Server. You can set LDAP synchronization to import users and groups from your Active Directory automatically. By default, assigns the RPA Member and BPA Member roles to newly created users from LDAP.

Steps to Configure Active Directory/LDAP Authentication

1. Click the Configure button under the LDAP Authentication provider.

2. In the LDAP Server Settings tab, select the type of LDAP server.

Setting	Description
Server Type	Select the type of LDAP server Microsoft Active Directory and LDAP. If you use Microsoft Active Directory, choose that option; for other LDAP servers, select LDAP from the dropdown.
Enable Single Sign On	Selecting Microsoft Active Directory provides an additional option to enable Single Sign-On (SSO).
Host	Specify the LDAP server name or IP address.
Port	Specify the port. By default, set to 389
Use SSL-secured connection	If SSL is enabled, check this option for secure data transmitted between your browser and the server to protect from unauthorized access.
User Name	Specify username to retrieve details of domains, organizational units, groups, and users. You can also enter the distinguished name of the user, e.g., CN=admin, CN=Users, DC=TestDomain, DC=com.
Password	Specify password

3. In the Select Containers tab, choose the containers to import from users and groups to the Control Room.

4. In the User Synchronization tab, map the Control Room user attributes to the corresponding LDAP attributes.

Options	Description
Filter out disabled users	Check this option to exclude the disabled users from Active Directory
Disable users in Control Room, which are disabled in Active Directory	Check this option to automatically disable Control Room users who are disabled from the Active Directory
Disable users in Control Room, if users are deleted in Active Directory	Check this option to automatically disable Control Room users who are disabled or deleted from the Active Directory

5. To synchronize groups from Active Directory, first create the groups in the Control Room and then map them to the corresponding Active Directory groups in the Group Synchronization tab. This synchronization only affects the mapped groups and reflects any changes in membership within the Active Directory group in the mapped Control Room group.

6. Set up periodic user and group synchronization in the Schedule tab.

• Use appropriate Schedule Types

Enable LDAP Authentication

To enable LDAP authentication, toggle the Enabled button in the Authentication tab's upper-right corner.

Disable LDAP Authentication

To turn off LDAP authentication, toggle the Enabled button in the Authentication tab's upper-right corner.

LDAP Configuration Options

Use the following LDAP configuration options to Update, View, check the Last Sync Status, and Run Sync to sync immediately.

Options	Description	Description
Configure		Click on this button under the LDAP Authentication provider to configure LDAP authentication
View Configuration		Click on this button under the LDAP Authentication provider to view configured LDAP authentication
Last Sync Status		To check the status of the most recent Sync, click the Last Sync Status button.
Run Sync Now		To run synchronization immediately, click the Run Sync Now button in the Authentication tab.

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After synchronizing users from Active Directory, they can log in using their AD credentials and set a password. Users can log in with either Basic or LDAP Authentication if they have set a password for their account. For organizations using Active Directory with single sign-on enabled, users can log in seamlessly using SSO.

Data Retention & Archival

Under this tab, you can find and adjust the settings listed below.

Control Room Server Logs

The following table provides details on configuring logging settings for the Control Room server:

Setting	Description
Log Level	Defines the log level for the Control Room server. Available log levels, in order of severity, are Fatal, Error, Warn, Info, Debug, and Trace (with Fatal being the highest and Trace the lowest). Setting a specific log level ensures that all higher severity logs are captured. For instance, selecting Info will also include logs for Fatal, Error, and Warn levels.
Retain logs	Specifies the log retention policy for the Control Room server. By default, logs are retained for 30 days. You can modify this value to retain logs for a custom period. To turn off log retention, uncheck this option.

Misc

The following table outlines various system configurations and their default values:

Setting	Description
Authentication Token	Specifies the duration (in minutes) before an authentication token expires. The default value is 30 minutes.
Activation Link	Defines the expiration time (in hours) for activation links. For Basic Authentication, the default expiry is 48 hours. This setting does not apply to other authentication methods.
Reset Password Link	Determines how long (in hours) a reset password link remains valid. By default, reset password links for Basic Authentication expire after 48 hours.
Delete Items in Recycle Bin After	Sets the retention period (in days) before items in the Recycle Bin are permanently deleted. By default, items are removed after 30 days.

You must save the configuration by clicking the Save button to make the settings effective.