Set Global Options

Global options is where you can set the password criteria for login into Monet, set the default site that displays on login, and set the SFTP reporting server destination details. The SFTP settings are needed if you use the Scheduled Reports feature.

Sets the password criteria for logging in, sets the default site to display on login, and sets the SFTP reporting server destination details.

What do you want to do?

Tasks in this Topic Include:

• Setting Security Options
• Setting Preferences
• Set Global Options

Related Tasks:

• Create Sites
• Setting Up Hours of Operation
• Applying Service Levels
• Creating Skill Teams
• Applying Shrinkage Parameters
• Applying Non-Call Parameters
• Setting Up Exception Codes
• Import Work History

Setting Security Options

These are user defined components of the password configuration where the security settings are created for logging into Monet.

Security Options Fields	Description
Passwords must be at least _ characters in length	Sets the minimum character length for user passwords.  Minimum allowable password length is 6 characters. (Passwords cannot be longer than 50 characters.)
Passwords must have at least _ of these categories	Sets the character requirements for passwords. For example, setting this field to 2 would require password to contain characters from 2 of the 4 categories shown. It is not possible to require specific categories. Upper-case letters Lower-case letters Numbers Special characters
Disallow username and dictionary words in password	Prevents the password from containing the user’s username, or any word found in the dictionary.  (This field is checked by default.)
Passwords expire after _ days (0 for no expiration)	Sets the lifespan of the password.  Entry can be 0-999 days. 0 means the password never expires.
Passwords must be changed on first login	Requires the user to change their password the first time they login.  This protects the security of the user’s password by ensuring that only the user knows it.
Passwords may not match the most recent  _ passwords used	Prevents re-using recent passwords.  Entry can be 0-999.  For example, setting this field to 3 means the last 3 passwords cannot be used when setting a new password.
Users may not change their password more than once every _ hours	Restricts how frequently users can change their password.  Entry can be 0-999.  For example, setting this field to 8 means the password can only be changed once every 8 hours.
Lock accounts after _ failed login attempts within _ minutes	Sets the number of failed login attempts before locking the account. Entry for both fields can be 0-99.  For example, setting this to 3 failed login attempts within 2 minutes means the account will be locked if the wrong password is entered 3 times within 2 minutes.  Once the account is locked, an administrator must reset the password to unlock it.
Save	Saves the changes.

Security Tab

1. Select Setup > Global Option in the left-navigation menu.
2. Select the Security tab.
   
3. Enter the password length requirements in the Passwords must be at least characters in length field.
4. Select the number of categories a password must contain in the Passwords must have at least of these categories field.
5. Select the checkbox to Disallow username and dictionary words in password as desired.
6. Enter the password expiration in the Passwords expire after days (0 for no expiration) field.
7. Select the checkbox to Passwords must be changed on first login as desired.
8. Enter the password reuse limit in the Passwords may not match the most recent _ passwords used field.
9. Enter the password change frequency limit in the Users may not change their password more than once every hours field.
10. Enter the number of failed login attempts before the account is locked in the Lock accounts after _ failed attempts within 30 minutes field.
11. Select Save.

Setting Preferences

Preferences Fields	Description
Default Site	Where the password happens.
Save	Saves the changes.

To set the time zone the system reports in:

1. Select Preferences.
   
2. Select the Workgroup Startup Site to display in the ACD time zone, or the Employee Site to display in the local time from the drop-down menu.
3. Select Save.

Setting Reporting Options

Reports generated in Monet can be securely sent to customers via an SFTP server.

Reporting

SFTP Reporting Destinations Fields	Description
Name	Identifier of the destination server.
SFTP Server Address	Physical address of the destination server.
Port	Port number used to post data to the destination server.
Username	Username for the account used to post data to the destination server.
Folder	Destination folder on the SFTP server
Password	Enter a new password.
Confirm New Password	Confirm the new password.

Add a Server

1. Select the Reporting tab.
2. Select Add Server.
   
3. Enter the server Name.
4. Enter the SFTP Server Address.
5. Enter the Port number.
6. Enter a Username to be used to login.
7. Enter the Folder name the reports will be delivered to.
8. Enter a New Password and Confirm New Password.
9. Select Update Password.
10. Select Save.

Delete a Server

1. Highlight the server in the SFTP Reporting Destinations table.
2. Select Delete Server.

Change the Password

1. Enter a new password in the New Password field.
2. Enter the same password in the Confirm New Password field.
3. Select Update Password.
4. Select Save.