Manage Advanced Settings

With advanced settings, you can customize the functionality and appearance of a portal. For example, you can set the default landing page, change the portal logo, show, or hide the help link, display enrollment reminders, and more.

note

Advanced settings are available for a standard Directory Manager portal, and not for a Self-Service Password Reset portal.

Each portal has default values for all advanced settings. You can update any setting as required. You can also import these advanced settings for a portal from a previous Directory Manager version. See step 14 in the Create a Portal in Native IIS topic.

You can manage the following advanced settings for a portal:

• Portal & Search
• Listings Display
• Miscellaneous

Portal & Search

Setting	Description
Portal Logo	Use the default Directory Manager portal logo or a logo of your choice for display in the portal. Click Change to select and upload a logo of your choice. Click Reset to revert to the default logo.
Default Startup Page	Specify a landing page for the portal. By default, the start page is the Welcome page. You can change it to one that your users frequently visit. You can change the start page to any of these pages: Welcome My Groups My Memberships My Expired Groups My Expiring Groups My Deleted Groups My Smart Groups My Dynasties Search My Profile My Direct Reports Change My Password Reset Password Request Inbox My Requests Link Account Entitlement History Reports Synchronize Individual users can personalize this setting from the Settings panel in the portal.
Search Default	Set the default selection in the portal’s Search Directory box, which is available on the Groups, Users, and Advanced Search pages as well as on the Find dialog box. Options are: Global Catalog: Selecting this option shows “Entire Directory” selected in the Search Directory box. Also, expanding the list displays the Entire Directory checkbox selected instead of the logged-on domain. Select this option when most of the searches that portal users perform are based on the global catalog. Domain: The Search Directory box shows the domain of the identity store that the portal connects to. Users can expand the list to select any other option. Individual users can personalize this setting from the Settings panel in the portal.
Sort Search	Set the field name (column header) for sorting listings and search results in the portal, such as listings on the All Groups, My Groups, and Users pages, and searches performed using Advanced Search and the Find dialog box. In the Sort Search field, specify an attribute to use for sorting listings and search results. By default, the portal sorts listings and search results by the displayName attribute in ascending order. If you specify an attribute that doesn't appear as a column header in a listing or search results, Directory Manager sorts by the default attribute, displayName.
Find Dialog / Look For	Select any or all the Users, Groups, and Contacts checkboxes to specify the object types that users can search for with the portal’s Find dialog box. You can launch the Find dialog box from multiple portal pages to search for objects to designate as owners, managers, additional owners, members, and more. By default, the Find dialog box searches for all types of objects, including users, contacts, and groups. Use this setting to limit the Find feature to specific object types. For example, select the Users checkbox to limit users to search for the User objects only.
Request Inbox Page Size	Specify a value in the 5 to 1000 range to set the number of workflow request items to display on the portal’s All Requests, My Requests and Request Inbox pages. Setting zero or a negative number displays all workflow requests. By default, these pages display 20 request items at a time. When setting the page size, consider the volume of request traffic that your users generate. Showing all or many workflow requests increases page load time and response time.
Toolbar Default Most Recent Used Object Count	Specify a value in the 1 to 9 range to set the number of most recently used objects to display in the portal’s quick search box. The quick search box appears at the top of each page in the portal. Clicking in it displays objects that the logged-on user recently viewed. Clicking an object opens its properties. Individual users can personalize this setting from the Settings panel in the portal.
Default Search Page Size	Specify a value in the 5 to 1000 range to set the maximum number of list objects to display on a portal page. Many portal pages display lists of objects. Examples are the My Groups and Users pages. By default, all list views display 25 objects per page. When setting the page size, consider available network bandwidth and server resources, because a larger page size can increase page load time and slow response time. Individual users can personalize this setting from the Settings panel in the portal.
Autocomplete Quick Search	Specify whether to turn on search predictions for the portal’s quick search. The quick search box appears at the top of every page in the portal. Search predictions are possible search terms related to the term the user is typing as search string. Enable the toggle button to turn on search predictions for quick search in the portal. The portal will show matched items as users enter a search string. Disable the toggle button to turn off search predictions.

Listings Display

Setting	Description
Display Nested Ownership	Controls whether to display nested ownership on the portal’s My Groups page. It applies to all listings on the page except My Memberships. When the toggle button is disabled, the My Groups page displays groups for which the logged-in user is the primary owner, additional owner, or Exchange additional owner. When enabled, the My Groups page also displays groups with nested ownership. Example: the logged-in user is a member of Group A, and Group A is an owner of Group B. When this setting is enabled, the My Groups page also shows Group B as the logged-in user is its nested owner.
Display Groups in My Groups	Controls whether to display the groups for which the logged-on user is an additional owner, on the portal’s My Groups tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include groups for which the logged-on user is an additional owner.
Display Co-Managed Groups in My Groups	Controls whether to display co-managed groups on the portal’s My Groups tab, and on the My Deleted Groups, My Expired Groups, and My Expiring Groups tabs. A co-managed group is a group in which the logged-on user is an Exchange additional owner, that is, the group’s msExchCoManagedByLink attribute lists the user. Exchange stores owners added in Microsoft Exchange this way, because the managedBy attribute holds only one owner. When the setting is enabled, co-managed groups appear for all portal users who are Exchange additional owners. When the setting is disabled (default), co-managed groups don’t appear, unless a user turns on their own Display exchange co-managed groups option in the portal’s Settings panel. The setting works together with the user option: co-managed groups appear if either one is enabled. Disabling this setting doesn’t hide co-managed groups from users who enabled the user option. This setting takes effect only if the identity store’s messaging provider supports Exchange additional owners. Groups for which the user is the primary owner (managedBy) always appear, regardless of this setting. See Portal Settings.
Display Groups in My Deleted Groups	Controls whether to display the deleted groups for which the logged-on user is an additional owner, on the portal’s My Deleted Groups tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include deleted groups for which the logged-on user is an additional owner.
Display Groups in My Expired Groups	Controls whether to display the expired groups for which the logged-on user is an additional owner, on the portal’s My Expired Groups tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include expired groups for which the logged-on user is an additional owner.
Display Groups in My Expiring Groups	Controls whether to display the expiring groups for which the logged-on user is an additional owner, on the portal’s My Expiring Groups tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include expiring groups for which the logged-on user is an additional owner.
Display Groups in My Smart Groups	Controls whether to display the Smart Groups for which the logged-on user is an additional owner, on the portal’s My Smart Groups tab. By default, the tab displays the groups that the logged-on user is the primary owner. Enable this setting to include Smart Groups for which the logged-on user is an additional owner.
Display Groups in My Dynasties	Controls whether to display the Dynasties for which the logged-on user is an additional owner, on the portal’s My Dynasties tab. By default, the tab displays the Dynasties that the logged-on user is the primary owner. Enable this setting to include Dynasties for which the logged-on user is an additional owner. this setting applies individually to parent, middle, and leaf Dynasties.
Display Additional Manager Direct Reports	Controls whether to display the direct reports for whom the logged-on user is an additional manager, on the portal’s My Direct Reports tab. By default, the tab displays the direct reports that the logged-on user is the primary manager. Enable this setting to include direct reports for whom the logged-on user is an additional manager.

note

Individual users can personalize all except the Display Nested Ownership setting from the Settings panel in the portal. For Display Co-Managed Groups in My Groups, the user's own option is Display exchange co-managed groups, and either one is enough to display co-managed groups.

Miscellaneous

Setting	Description
Use Contains Filter	Controls the filter that the search function on the portal’s Advanced Search page and the Find dialog box should use while searching objects. By default, the setting is disabled, and the portal searches the directory on the “starts with” basis when a user enters a search string. For example, if a user enters “Sam” in the First Name box on the Advanced Search page, the portal searches the directory for all objects having first names starting with “Sam". When you enable the setting, it changes the filter to "Contains”, which returns objects with the string "Sam" anywhere in the first name.
Hide Help Link	Controls whether to display the Help icon in the portal. This icon opens the portal help in a new browser window, where portal users can find support content or report their problems. Enable the setting to display the Help icon in the portal. Disable the setting to hide the Help icon. In this case, users will not be able to access the portal’s help pages.
Enrollment Reminder	Controls whether to display a reminder with redirect to the Enroll My Account page to unenrolled users when they sign into the portal. Enabling the setting initiates these events: When the user signs in, the landing page displays an information bar that asks the user to enroll his or her account. (The user can ignore the request.) Clicking the bar redirects the user to the Enroll My Account page. 1. Disabling the setting doesn't display the information bar for account enrollment.
Suggest Owner/Manager	Set the portal to suggest owners for orphan groups and managers for users without managers. Enable the setting to allow Directory Manager to suggest a primary owner for an orphan group (on the Owner tab in group properties) and a primary manager for a user without one (on the Organization tab in user properties). Directory Manager suggests a manager based on the user’s department (say, User A); if the department isn't specified, manager suggestion doesn't work. Directory Manager checks the primary managers of all users who have the same department as User A, and suggests the user who appears most often as a manager as User A’s primary manager. Directory Manager suggests an owner based on the group’s membership; it checks the managers of group members and suggests the user who appears most often as a manager as the group owner. This user may or may not be a member of the group. For example, when 40 members of Group A have User A as their manager and 38 members have User B as manager, Directory Manager suggests User A as Group A’s primary owner. Disable the setting to turn off the owner/manager suggestion function.

Update a Setting

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portaltab, a portal card displays its info.

2. Click the ellipsis button for a portal and select Settings.

3. Click Advanced Settings under Server Settings.

4. On the Advanced Settings page, navigate to the required setting and update it.

   • To change general portal settings, see the Portal & Search table.
   • To change display settings for groups, see the Listings Display table.
   • To manage other settings, see the Miscellaneous table.

5. Click Save.