Before the first deployment, the configuration for all the environments is set in the Development environment through Bizagi Studio.

The first deployment will publish this configuration to each environment. Henceforth changes to Environment Configuration are local to each environment.

If you want those changes to be permanent, and become part of the process design, please make them in all of your environments as well.

The Bizagi cloud offering includes the SMTP service. Therefore, Bizagi includes the SMTP server configuration when provisioning your Automation Service's environments. These parameters cannot be changed through deployment. Any request related to the SMTP configuration or parameters must be done with a support ticket.

Email configuration

Enable Email

Allows or restricts Bizagi to send e-mails. If checked, e-mails will be sent. If not checked, e-mails will be ignored.

SMTP Server

Defines the name of the SMTP server. The SMTP can be local (localhost) for specific testing purposes in the Development environment.

For Testing and Production environments the server must be the company's server from where e-mails are sent.

SMTP Server Account

Defines the SMTP account (or address) used to send e-mails. It must be a valid e-mail address on the SMTP server.

If local server (localhost) is used the e-mail address may be a non-valid one. If a real SMTP server is used, the address must belong to the domain.

Send Email Copy to

Defines an e-mail account to which a copy of all mails sent by the application will be sent

Send Email BCC to

Defines an e-mail account to which a BLIND copy of all mails sent by the application will be sent

Email integration

For Automation Service customers: you can configure your own Email account for Email Integration. The account must be Exchange and cannot use Multifactor authentication. If you don't have an account that meets these requirements, Bizagi can provide the account, just request it by creating a ticket in our support platform.

Enable lookup email

Enables the possibility to retrieve emails from the configured account to be able to Complete tasks via email, without entering the Work Portal.

Connection type

Depending of your company's requirements the available options are Exchange, POP3 and IMAP.

Enable SSL

Defines whether Bizagi will use SSL to connect to your server or not (it is recommended to enforce use of SSL).

This option depends on your Mail Server configuration, and it is available when the connection type is POP3 or IMAP.

Notice that Exchange connections already enforce the use of HTTPS.

Port

Defines the connection Port to your Mail Server. This option is available when the connection type is POP3 or IMAP.

Account

Defines the account that will receive the email replies sent by end users.

Mailbox Service / Host

•When Exchange is selected the host field should be the URL for your EWS virtual directory. In other words, the Mailbox service receives the Exchange Web Service URL, which is an .asmx URL, the default URL for this service is https://[MailServer]/EWS/Exchange.asmx. For example, for Office 365, the URL is https://outlook.office365.com/EWS/Exchange.ASMX.

•When POP3 or IMAP are enabled, define the server's name or IP of your Mail Server

Username

Defines a valid user name within your Mail server in order to perform the connection.

Password

The previously mentioned user's password.

WS-Security

Enable legacy web services (asmx)

This option grants access to Bizagi legacy services (asmx). For more information, refer to Web Service Security.

Enable WS-Security

This options grants access to Bizagi secure services (svc). For more information, refer to Web Service Security.

Username

The user name token used for signing.

For authentication purposes of the web services, you must define a user name token (as specified by the WS-Security standard).

Password

Define a password for the above user name token.

X509 Find Value

The common name of the installed X.509 certificate.

X509 Store Location

The location of the store where the X.509 certificate is installed.

You may use the MMC snap-in to verify such information (https://msdn.microsoft.com/en-us/library/ms788967(v=vs.110).aspx).

X509 Store Name

The name of the store where the X.509 certificate is installed.

You may use the MMC snap-in to verify such information (https://msdn.microsoft.com/en-us/library/ms788967(v=vs.110).aspx).

X509 Find Type

The value which filters how to use the Find Value parameter.

For the common name, use FindBySubjectName.

X509 Validation Mode

Choose from the valid options:

•ChainTrust: This one validates the certificate using the certification authority. In .NET scenarios, it may be more reliable to use this option.

•PeerTrust: This one is validated by the server by checking its trusted store (recommended). PeerTrust implies that the incoming certificate has to be in the Trusted People certificate folder.

•PeerOrChainTrust: Any of the previous one.

•None: Trust any certificate (not recommended).

SMS configuration

Default country code

This code will be used if a user's phone number doesn't have one.

Code validity period

The time in minutes in which the sent code will be valid.

Number of codes allowed

The number of times a user can request a code. Bizagi will not send any more codes if the number of requests reaches this number. Codes can be requested again when the time-out to between requests expires.

Time-out between code requests

The time in minutes that Bizagi will wait before sending new codes after reaching the maximum number of codes allowed.

Provider

Your SMS provider. Currently, our supported provider is Twilio.

Account SID

The security identifier that acts as a username.

Auth token

The security identifier that acts as a password.

From numbers

The numbers used to send the code according to the end user's location. The default number is used when there is no match for the user's country code.

•We recommend using an exclusive account to retrieve incoming messages for Email integration. Bizagi will read all incoming messages and will mark them as Read.

•Any errors arisen from Email integration setup are recorded in Window's Event viewer.

Scheduler options

Interval

Configures the interval (in hours, minutes and seconds), for how often the Scheduler service will monitor to see if there are jobs pending.

Uploads options

Upload Path

Defines the physical Directory where files uploaded by the client are to be stored.

The default directory in Bizagi is: C:\Bizagi\[Project name]\Docs.

There are important considerations regarding the path. It will be valid if:

•The logged-in user has read/write permissions over the defined folder.

•The path is local to the environment where the application is running.

•The path can also be in a virtual disk defined on a local path on the server where the application is running.

In any other case, namely, no read/write permissions over the folder or the path specified is remote (such as a file server or an Azure route), then the path will not be valid.

Upload Max File Size

Defines the maximum allowed size in bytes of files to be uploaded.

SOA options

SOA Business Key Enforcement

The option to unmark it, is available for Bizagi .NET.

If checked, using the SOA layer Bizagi will display an exception when attempting to register a business key pointing to either a parameter or master entity that does not exist in Bizagi.

If not checked the business key will be saved as null.

Log options

Enable Job Logging

Enables the logging of information on every job execution

Enable Entity Logs

Enables the logging of information on the entities

Enable M-M relations logs

When enabled Bizagi will create a log in the database (Attriblog) when there are any changes (relating or un-relating) in M-M (multiple-to-multiple) relationships

Entity options

(1) Attributes Length Maximum Threshold AND (2) Parameter Entities Instances Cache Threshold

Parameter entities in the Work Portal are handled in Cache if the length of the attributes in the entity is less than the first parameter AND the number of records is less than the second parameter.

Parameter entities that have more attributes or more records than the thresholds will be loaded by demand (accessing the DB).

This parameters are used to refine the application's performance when there is a big data volume.

Web services interfaces options

Timeout

This parameter is used to configure a Timeout for synchronous Web Services. If the value specified is less than or equal to zero, it will be ignored. Thus, Bizagi will wait for a reply with success or failure, no matter how long it takes. Since this can cause blockages we suggests setting a value.

Logging Threshold

Threshold time in seconds to log interfaces that last more than this time.

Cancel notifications options

Disable cancel notifications

When enabled, the Canceled case notifications are not sent. Canceled case notifications are sent to all users who have pending tasks in a case that is canceled in the Work Portal.

Include events on notifications

When enabled,  the Canceled case notifications are sent to all users allocated to the case events.

Cryptography options

This group of options is only available when Database Encryption is enabled. For more information, refer to Database Encryption.

Hashing algorithm

Select the hashing algorithm used to convert the key into bits. Available algorithms are: SHA1, SHA2 256.

Encryption algorithm

Select the encryption algorithm that will use the key you’ve set to encrypt information.

Options are: DES, Triple DES 1, Triple DES 2, AES (recommended).

Key file locations

Specify the location of your key file.

Set Authentication properties

To specify valid credentials to access the key file, tick this checkbox.

User name

Enter the username of the user authorized to access the key file

(applies when the set authentication properties is marked).

Password

Enter the password of the user authorized to access the key file

(applies when the set authentication properties is marked).

Domain (optional)

Enter the domain of the user authorized to access the key file

(applies when the set authentication properties is marked).

Operational data store

Provider Type

ODS connection configuration. For more information, refer to ODS Configuration

Query Engine ODS

Provider Type

ODS connection configuration for Query Engine. For more information, refer to Enabling query engine support

Security

Trusted domains (CORS)

Cross-origin Resource Sharing

Define the domains that can interact with Bizagi. If you haven't defined a domain, all the domains are disabled by default. When using Web parts for portals integration, you must add the domain of the site you are integrating in this parameter.

Domains should be comma separated.

Proxy Settings

Enable Proxy

Enable the application to use the proxy server.

URL

Define a valid url of your proxy server.

Port

Define a valid port of your proxy server.

Proxy Authentication

If the proxy server needs credentials, enable to send them.

In case you want to set a different address for the User Portal, the web.config file of the Work Portal needs to be modified (more specifically, the value associated to the SERVER_NAME key). Please take into account that it is not recommended to change the configuration values directly in the Web.config file unless it is strictly necessary. Instead, use the Environment Configuration functionality whenever possible.