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Configuring VA Site Settings

VA Site Settings is the system-wide form for enabling VA Security Administration, viewing system info, setting defaults, broadcast/login messages, SMTP email, and other site settings. Press F1 on a field for field help.

Trimble: VA Site Settings Form (Administration → Viewpoint Administration → Setup and Maintenance → Get Started in the VA Module). There is no single “configure everything” procedure; use the field tabs plus the linked how-tos below.

Before you start​

  • Rights to change site settings (restrict who can open this form via VA Form Security before turning on Security Administration).
  • To enable Security Administration: confirm Global access to all companies in VA Form Security, or the menu icon is grayed out. First user who checks Enable Security Administration becomes the first Master Security Administrator. Only a Master can later clear it.
  • MFA Required and User Email Enforcement: system administrator, and Trimble ID must be enabled.
  • Aatrix paths: hosted or on-prem admins. Vista Web URL: auto-filled on Vista Web install; Direct Company Login may need the base portal URL typed.

Common setup tasks​

  1. Lookups — Settings → Max Number of Rows → Lookups. Site-wide F4 cap. Too low hurts small lookups. Over the limit shows “additional records”; refine with wildcards * % or operators and Refresh. Users can override lower in User Options or VA User Profile.
  2. Forms / Page Size — Forms = records returned when a form opens. Page Size = paging limit when the user turns Pagination on that form; users cannot set paging higher than the site value (a smaller user value overrides; a higher one does not). Install may copy Forms into Page Size; one load-speed article cites an initial default of 500. Missing records are often on later pages.
  3. Enable Security Administration — check the box, click OK.

Settings tab (highlights)​

  • Max Warning Rows — prompt to filter if a query would exceed it (suppress per user on VA User Profile).
  • Days to Keep Log History — older app-log rows deleted on startup.
  • Activate Work Centers — all users get Work Centers via Options, but only inquiries granted in VA Inquiry Template Security.
  • Number of Tabs — blank = max 6 Work Center tabs including Menu.
  • Use Auto-Log Out / Off — default off; then set Allow Auto Log Off per user on VA User Profile; takes effect after that user logs out and back in. Minutes to Log Out required if on (default 120; allowed 15–120; idle = no key or mouse).
  • Login Message (max 1,024) and display flag.
  • Poll Interval LAN and Internet (each 5–3600 seconds); running clients keep the old interval until next login.
  • Logged On Users uses Form Security — if on, form hidden before login and after login only for users granted the form.
  • Disable Saving Password on Login; Disallow Self Security Modification (All Users) (overrides per-user Disallow Self Security Assignment).
  • Organization ID — filled at install; change only if needed (performance telemetry).

Add’l Settings (highlights)​

  • Viewpoint for Projects Username / Password / URL, then Select Enterprise.
  • Comdata FTP (override per session on AP FTP or per company on AP Company Parameters); Corpay Customer API URL and Identity URL.
  • Aatrix Exe Path and History Path (user-level path on VA User Profile wins; if both blank, Aatrix uses the local PC).
  • Vista Web URL; MFA Required = None / MFA (Trimble ID only) / Federated (external IdP or Trimble ID by email domain); User Email Enforcement (VA User Profile email must match Trimble ID). Allow Social Logins heading remains but the option was removed.

Email Settings (highlights)​

  • Send email via SMTP (forces SMTP even if Outlook is installed; overridable per user); Use SSL/TLS.
  • Email Client = Basic SMTP, Microsoft 365, Gmail (experimental), SMTP - Integrated (NTLM/Kerberos; then Username and Password required).
  • Frequency (sec) applies next time Vista application services start; Retry Attempts (field text may say Add’l Settings while other mail fields are on Email Settings).
  • Host/Port (OAuth auto-fills); Email Address (From; also default From for AP Email Pay Info, PR Pay Stub Notify, and WF Notifier Job Manager if those From fields are blank).
  • Client ID / Client Secret required unless Basic SMTP; Tenant ID required only for Microsoft 365.

Hard rules​

  • Security Administration checkbox is one-way for non-Masters.
  • Auto-log-out does nothing until Allow Auto Log Off is set per user and that user re-logs in.
  • Poll-interval and SMTP Frequency changes wait for next login / next service start.
  • Comdata values come from Comdata; Corpay URLs from Corpay.

Notes​

  • Related how-tos: Set the Maximum Number of Records for Lookups; Increase Form Record Load Speed; Turn On the VA Security Administration Form; Create a Login Message; Send an Immediate Message; Set Up Vista to Send Emails; Log Users Off Automatically After Idle Time; Configure Multifactor Authentication; Configure SMTP Basic Auth / OAuth. Related forms: VA User Profile, User Options, VA Form Security, VA Report Security, VA Security Administration, VA Inquiry Template Security, Logged On Users, Form Search, Work Centers, AP FTP, AP Company Parameters, Vista Web.