Manage Your Personal Profile and Settings (v10.xx)

Manage Your Personal Profile and Settings (v10.xx)

Cerri Project allows users to manage certain parameters of their personal settings. By clicking on their name at the top right-hand corner of the screen, they can access their personal profile.





Modifying your user profile


Each user’s profile is initially defined by the system administrator, but in most instances, certain profile options can be modified by the users themselves. To access your user profile, select "My profile" from the personal settings drop-down menu. Your profile document will open:



Note: By default, only the [Distribution] tab is editable by the user.

​

Modifying your distribution profile


On the [Distribution] tab, users can request notifications when certain project elements have been created or modified.




Check the box next to the elements you would like to be notified about. You can also specify whether you would like to receive automatic notifications if you have not completed your timesheets by their due date.

​

Changing your Avatar


An avatar is a photo of a user’s face, which Cerri Project uses to represent the user in all of its social and collaborative functions. You can attach a .jpg file of your avatar to the [Attachment] tab of your personal profile. The file must be named "picture".




To attach the file, click on the "Choose file" button.


Note: This is typically a function performed by your administrator.


Changing your regional settings


Teams using Cerri Project may be located in different regions and use different regional settings. The application allows users to define their own. First, select the language and verify whether regional settings are applied automatically. To access your regional settings, select "Regional settings" from the personal settings drop-down menu.




The first tab is to define regional settings.


Use the browser preference

When enabled, Cerri Project will use the parameters set by the web browser, and the following fields will automatically be locked and not editable.

Customization

When enabled, Cerri Project will not use the browser’s preferences, and the user can use the fields below to define their own settings.

Location

The user’s location.

Load the preferences of this location

When clicking this button, Cerri Project will automatically populate the fields with the standard parameters for the specified region. However, the user will still be able to modify them.

Order

Date display format; either European style (Day/Month/Year) or American style (Month/Day/Year).

Date separator

Character used to separate the day, month, and year in a date.

Hour separator

Character used to separate hours, minutes, and seconds in the time.

Decimal separator

Character used as the decimal point in numerical values.

Thousand separator

Character used to separate thousands, millions, etc. in number values.



The second tab is where the user can set their time zone.



Use server time zone

When enabled, the system will use the time zone of the server that Cerri Project is installed on, and all of the following fields will be pre-filled automatically and locked.


Customization

When enabled, Cerri Project will not use the server’s time zone, and the user can set their own time zone. All of the following fields will then be editable.

Time zone

User’s time zone.

Daylight saving time

Specify whether time.

Cerri Project needs

to

adjust for

daylight saving

Reset

Reinitialize with server time zone.

Save

Save the time zone parameters.



Changing your password


To change your password:
Navigate to your personal profile settings. Click on your Personal profile menu (displayed as your name) and select "Change password".

A dialog box will open where you can enter a new password.




Enter your new password in the "New password" field. Cerri Project will simultaneously calculate a score indicating the security level of your new password. The higher the percentage, the more secure the password. We recommend using an alphanumeric password combining upper- and lowercase characters.
Confirm your new password by re-entering it in the "Password confirmation" field. Click "OK" to save the change.


Personal calendar integration (iCal)


It is possible to display "Task" and "To Do" documents directly in the calendar of mail systems that support authentification for iCalendar feeds.

The URL to connect to is:
"webcal://[Database path]/iCalendar.ics?OpenAgent",
where [Database path] is the full path of the Projects database.

Warning:  If you need to log in with more than one ID, do not save the password. Otherwise, you won't be able to enter the password for the second ID. If this happens, follow the procedure to delete the saved password:
  1. Go to "Accessories > Execute" (or press <Win> +<R>).
  2. Type the following command in the input box: rundll32.exe keymgr.dll, KRShowKeyMgr
  3. Click "OK"
  4. In the list of saved password, find the entry corresponding to the mail system and URL, and delete it.


Configuration for IBM Notes 8.5 and above
  1. Open the calendar.
  2. In the left panel "Show calendars", click on "Add calendar…".
  3. Select the type "iCalendar feed".
  4. Select "A private calendar (login, password and URL are needed)".
  5. Enter the label of the calendar, the username and password used to connect to the Projects database.
  6. Enter the URL: "webcal://[Database path]/iCalendar.ics?OpenAgent".
  7. Choose the formatting options.


Configuration for Outlook 2010 and above
  1. Click on "Calendar" in the navigation bar.
  2. In the calendar menu, click on "Open the calendar > From Internet…".
  3. Enter the URL: "webcal://[Database path]/iCalendar.ics?OpenAgent".
  4. Enter the username and password used to connect to the Projects database.
  5. Answer "Yes" to the question: "Add the calendar to Outlook and subscribe to updates?"



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