Specifies the maximum Sage CRM user password age in days. When this period expires, the user must change their Sage CRM password. The default password age is 50 days.

Enables or disables optimum user password hash strength.

• Yes (default). Enables optimum password hash strength based on the Sage CRM server hardware capabilities. Provides increased security but consumes more system resources because it increases the number of hashing rounds used to generate a password hash.
• No (not recommended). Disables optimum password hash strength. Provides weaker security (less hashing rounds) but frees up system resources. System administrators might want to set this value to speed up the system performance. For example, when there is a significant number of simultaneous Sage CRM user logons.

Specifies whether Sage CRM users are allowed to access <My Profile> | Preferences.

Specifies the number of times a user is allowed to enter an incorrect password when logging on to Sage CRM. When this number is exceeded, the user's account is locked out in Sage CRM. The system administrator can unlock the account or the user can wait until the account lockout period (if any) expires.

When this field is set to 0 or left blank, the user's account is never locked out.

The number of minutes a locked-out user has to wait before trying to log on to Sage CRM again.

When this field is set to 0 or left blank, the user's account remains locked out until a system administrator unlocks it.

The inactivity period (in minutes) after which a user is automatically logged out of Sage CRM.

Sage CRM uses the value in this field only if it is less than the value in Idle Time-out (minutes) specified for the Sage CRM application pool in Microsoft Web Server (IIS). The default idle time-out value set for the Sage CRM application pool is 120 minutes.

• Yes. Enables automatic login to Sage CRM for authenticated Windows users. Users are authenticated by Web Server (IIS) and don't need to enter Sage CRM credentials when accessing Sage CRM.
• No. Disables automatic login.

For steps on how to enable or disable automatic login, see Configuring automatic login.

Specifies the NetBIOS name of the Active Directory domain whose users are automatically authenticated when Use IIS Auto Login is set to Yes.

Allows you to prevent unauthorized external access to Sage CRM. If you leave this field blank, Sage CRM users are matched to their Windows user accounts using their complete domain\user name combination.

For example, a user called Susan Maye with Windows user account mayes in the domain mydomain, has a Sage CRM account name mydomain\mayes. If you have only one domain, enter the domain name in this field. For example, if mydomain is your only domain, enter mydomain in this field and the Sage CRM logon ID for Susan Maye is mayes.

The path and name of the current Sage CRM Plugin file. The current Sage CRM Plugin resides on the Sage CRM server and is downloaded if the client-side value does not match the value specified in this field.

Specifies the Classic Outlook Plugin version. Use this field to manually update the Outlook Plugin version after installing an Outlook Plugin patch.

• Classic Outlook Integration. Displays a button that lets the user install the Classic Outlook Plugin and use Classic Outlook Integration.
• Lite Outlook Integration. Displays a button that lets the user install the Lite Outlook Plugin and use Lite Outlook Integration. If Exchange Integration is enabled, the Lite Outlook plugin provides additional functionality to the Exchange Integration.
• Both. Displays both the Classic Outlook button and the Lite Outlook button on a 32-bit system. It displays only the Lite Outlook button on a 64-bit system. Only one plugin can be installed.
• None. Prevents the user installing the Classic Outlook Plugin or the Lite Outlook Plugin because no plugin buttons are displayed.

Enable or disable digital signing of the Classic and Lite Outlook Plugin setup (.msi) files.

For detailed instructions, see Signing Outlook Plugin installer (.msi) files

Thumbprint of a valid certificate used to sign the Classic and Lite Outlook Plugin setup (.msi) files.

If you leave this option blank, Sage CRM tries to find a suitable certificate in the following certificate store locations on the Sage CRM server:

• Local Computer\Personal

• Local Computer\Trusted Root Certificate Authorities

Specifies the direction in which data is synchronized between Outlook and Sage CRM in Classic Outlook Integration.

• No. Data is synchronized bidirectionally, from Sage CRM to Outlook and from Outlook to Sage CRM.
• From Outlook to CRM only. Data is synchronized from Outlook to Sage CRM only.
• From CRM to Outlook only. Data is synchronized from Sage CRM to Outlook only.

When you change this value, users must restart their Sage CRM session in Outlook and initiate synchronization for the change to take effect.

Specifies whether to delete appointments, tasks, and contacts in Sage CRM when they're deleted in Outlook. The items are deleted in Sage CRM during Outlook synchronization.

• Yes. Deletes appointments, tasks, and contacts in Sage CRM if the user has rights to delete them.
• No. Leaves appointments, tasks, and contacts intact in Sage CRM.

Specifies how to resolve data conflicts between Outlook and Sage CRM when bidirectional synchronization is enabled (One Way Synchronization is set to No). To view conflicts, use the View Conflict Log in Outlook.

• Outlook Updates Win. The changes made to Outlook will appear in both Outlook and Sage CRM. This is the recommended option for organizations that use Outlook as their primary appointment scheduling tool. The default for new installations is Outlook Updates Win.
• Organizer Updates Win. This applies to appointments only. This is the recommended option for organizations that mainly rely on Sage CRM for their customer interaction management and have a number of users who use Outlook to organize and update meetings.

  When the appointment organizer (the person who created the appointment in Outlook) initiates synchronization, changes made in Outlook overwrite any conflicting data in Sage CRM.

  When any other user initiates synchronization, changes made in Sage CRM overwrite any conflicting data in Outlook.

• CRM Updates Win. Changes made to Sage CRM appear in both Outlook and Sage CRM. This is the recommended option for organizations that use Sage CRM as their primary appointment scheduling tool.

Enables or disables the synchronization of contacts between Outlook and Sage CRM.

• Yes. Enables the synchronization of contacts.
• No. Disables the synchronization of contacts.

Enables or disables the synchronization of appointments between Outlook and Sage CRM.

• Yes. Enables the synchronization of appointments.
• No. Disables the synchronization of appointments.

Enables or disables the synchronization of tasks between Outlook and Sage CRM.

• Yes. Enables the synchronization of tasks.
• No. Disables the synchronization of tasks.

Specifies the number of minutes at which automatic synchronization between Outlook and Sage CRM occurs.

Automatically logs a user out of Sage CRM when they close the web browser window or go to another web site.

The default date format for all Sage CRM users.

For example:

mm/dd/yyyy

Month/Day/Year

Individual users can override the default date format in their user preferences.

Enables automatic filing of Outlook emails using a mail manager server filing address. For more information, see Email Management.