General Site Options

1. Navigate to the Options-General page.

2. In the Options-General section, select settings for the items shown in the following table.

   Options-General Feature	Settings
   Show the Oracle Logo at the bottom of each page	Yes or No
   Occupy entire window when the site is inside a frame	Yes or No Oracle Sales integrations, we recommend launching the CPQ page in an iFrame and setting this option to No. If you need to launch CPQ in full screen mode, there are additional steps that need to be taken. Refer to Integrating CX Sales with Oracle CPQ for more information.
   Show Parent Parts on Part Detail Page	Yes or No
   Receive Monthly Usage Report	Yes or No For more information on Usage Reports, see the section Scheduling and Sending Usage Reports below.
   Button Position on Pages with no Template	Top, Bottom, or Both
   Button Alignment on Pages with no Template	Left, Right, or Center
   Sticky Buttons on Configuration Page and Parts Search Results Page.	Yes or No The sticky bar follows users as they scroll up and down.
   Accounts Browse Dialog Dimensions	Width and Height, in pixels
   Number of Page Tabs in a Row	Designates the number of tabs for the Admin XSL Template Homepage
   Loading Dialog Image	Click Browse to open the File Manager - Browse dialog box. Select a folder from which you want to import the new logo, using the Folder drop-down. Selecting a folder name displays the logo images present in the folder, along with a Preview, Description, and date and time the logo was imported to the folder. Click Select next to the entry for the desired logo. This closes the File Manager - Browse dialog box, and displays the name of the selected image in the Home Page Set Up page. Specify whether or not you want to Include Text on the image by clicking Yes or No. Click Clear to remove the selected image. Click Preview to view the selected image.
   Help pop-up window settings	Width and Height, in pixels This option is not applicable to JET UI help windows. The JET UI help windows are responsive and are sized accordingly to the help content itself.
   Allow full access users from partner companies to modify groups	Yes or No Yes: The Groups tab is visible to the Partner Organization Full Access Users in the User Profile. No: The Groups tab is hidden and the Partner Organization Full Access User is unable to change the group of a user.
   Enable CRM OAuth	Yes or No For more information on OAuth, see the topic OAuth 2.0 Secure Login Functionality.
   Enable desktop selector links on mobile homepage	Yes or No Yes: Displays Selector (Search Flow) links to display on the mobile Home page. No: Disables Selector links on the mobile Home page. See the topic Mobile Home Page for more information.
   Enable BML print logging	Yes or No No: Disables logging for BML print statements, default value Yes: Enables logging for BML print statements, used for script debugging BML print statements for user-initiated actions are disabled unless the BML print logging is enabled. This prevents performance issues when numerous functions were executed within the print statement. BML print statements are still enabled for actions executed from the Oracle CPQ Debugger.
   Enable contract generation in Document Designer	Yes or No Yes: Enables Contract checkbox for Document Designer Templates. No: (default) Disables Contact Negotiation.
   Enable Administrator Groups	Yes or No Yes: Enables the Administrator Access Control feature for the entire Oracle CPQ site. Only a SuperUser can modify the setting. When Administrator Groups are enabled, the access permission features available in prior releases are no longer available and will no longer apply. If you were using these features, you must configure access control using the new Administrator Access Control functionality. No: (default) Disables the Administrator Access Control feature. The Enable Administrator Groups option is by default set to Yes for customers new to Oracle CPQ in Release 18B or later. The option is by default set to No for existing Oracle CPQ sites upgrading to Release 18B. The current Enable Administrator Groups selection (i.e. Yes or No) is retained on Oracle CPQ sites upgraded from Release 18B to a later version. When the Enable Administrator Groups selection is set to Yes, the Access Permissions tab on the User Administration page is turned off and does not display. When the Enable Administrator Groups selection is reset to No, the Access Permissions tab displays and retains its previous values.
   BML URL Function Timeout	Defined in milliseconds, this timeout value serves as the default timeout threshold for any URL Access function.
   Notification Emails for Overcrowded Mode	Provide an email address to receive notifications when the site is overcrowded.
   Show Overcrowded Mode Banner to full access user on the top of each page	Yes or No Yes: Displays an Overcrowded Mode Banner to full access users at the top of each page while the system is in Overcrowded Mode. No: Disables the Overcrowded Mode Banner.
   Apply only the first matching Pricing model	This option allows administrators to designate how multiple price models are applied at run-time. Beginning in Oracle CPQ 23B, Pricing Options are set in the Pricing Portal. View options for Oracle CPQ 23A and prior releases. Yes: (default) Select this option to apply only the first price model that matches the pricing rule criteria to the part. If the same part is in multiple pricing rules, and within multiple price models within a rule, the pricing rule price value is derived from the first rule (as shown in the list of rules on the Administration page) and the first price model within the rule (as shown in the Linked Price Models section for the rule). No: Select this option to apply all price models that match the pricing rule criteria to the part.
   Include Language Preferences?	When enabled, this option provides a language selection menu in the application header for sales and administration pages. Users should save any work in progress prior to changing the current language since a page refresh is performed when a new language is selected.
   Use Locale search/comparison in BML functions	This option provides locale search and comparison for BML operations like "find" and "equals". will perform a strict comparison of characters by default. Yes: all character variations are normalized to their basic version. For example: A search for a lower case "a" returns the following characters: a, à, á, â, ã, ä, and å. Likewise, a search for a lower case "a" with an acute accent (á) also returns the following characters: a, à, á, â, ã, ä, and å. No: (default) locale search/comparison in BML functions is disabled, character variations are not normalized. For example: A search for a lower case "a" only returns the "a" character, and a search for a lower case "a" with an acute accent (á) only returns the (á) character. BML search operations will take longer when Use Locale search/comparison in BML functions is enabled. This behavior will be most noticeable on sites with long strings or a large number of strings. Customers should only enable Use Locale search/comparison in BML functions if locale search/comparison is required.
   Display Variable Name in Migration Center	When enabled, this option displays variable names in the Migration Center. The variable names make it easier for administrators to identify appropriate items for migration when multiple items had the same display label.
   Sort default in Migration Center	Select the sort by default in the Migration Center: Yes - Display Migration Center items in alphabetical order. No - Display Migration Center items in the order they are listed in their parent folder.
   Notification Emails for Bulk Uploads and Scheduled Data Table Export	Provide an email address to receive notifications to send bulk upload summary notifications and scheduled data table export notifications. To send notification email to more than one email address, separate the email addresses with a comma or semicolon in the text entry field. If the field is blank, the email notifications continue to be sent to the SuperUser email. If the field contains one or more email addresses, the email notifications are sent to designated email addresses and the SuperUser does not receive email notification.
   Open transactions in a new tab from Commerce Search	Yes or No Yes: Transaction opens in a new tab and focus moves to the new tab. Opening multiple transactions with this setting enabled will result in each Transaction opening in a new tab. No: (default) Transaction opens in the existing parent window.
   Export commerce report as XLSX	Yes or No Yes: Commerce reports are exported in .XLSX format. Reports exported in .XLSX format can populate up to 1,048,575 results. No: Commerce reports are exported in .XLS format. Reports exported in .XLS format can populate up to 65,535 results. If a report has groupings enabled, the limit of 65,535 results remain regardless of exporting to a .XLSX or .XLS file.

3. Click Update to save your changes and return to the previous page.

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1. Navigate to the Options-General page.

2. In the Options - Login section, select settings for the items shown in the following table.

   Options-Login Feature	Settings
   Allow Guest Access	Yes or No Guest access permits visitors to view your online catalog of products and parts without registering on your site. You must have Yes selected in order to use eCommerce Registration functionality.
   Guest Profile	To modify the profile of all guest users who access the site, click Guest Profile.
   Allow Direct Login	The ability to specify whether or not you want to Allow Direct Login by clicking Yes or No is no longer active. Direct login is known as Single Sign-On, or SSO. For more information, see the topic Single Sign-On (SSO).
   Display Home Page Greeting	Yes or No
   Enable Quick Registration	Yes or No With quick registration, people visiting your site can quickly create a user account, and then log in to shop and possibly make purchases. Quick registration users can only submit Commerce documents if Commerce Processes permit them to do so. When quick registration is disabled, users cannot quickly register for user accounts. Those users who already have accounts will still be able to log in. You can grant visitors both guest access and quick registration access.
   Email Message	Click Email Message on the Enable Quick Registration row to open the Quick Registration dialog box. Customize the text that is sent to users after they submit a quick registration form. Click Accept to save changes made in the Quick Registration dialog box.

3. Click Update to save your changes and return to the previous page.

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1. Navigate to the Options-General page.

2. In the Options-Password section, select settings for the items shown in the following table.

   Options-Password Feature	Settings
   Password Strength	In Oracle CPQ 21B, support for low complexity password strength was discontinued. This change will impact end users the first time they reset their passwords following the Oracle CPQ 21B upgrade. The Password Strength setting is not available for Oracle CPQ 21B and later. Specify Low or High.  Higher password strength provides greater security to your access. Low: Requires 4-30 characters without special requirements. High: Requires 8-31 characters which include at least one uppercase letter, at least one number, and at least one special character.
   Number of Login Attempts	The number of attempts after which the user will be unable to attempt logging in. If this value is set to 0, users will have infinite login attempts and the Account Lockout Time feature will not be active.
   Password Expires After	The number of days after which the password expires. The number must be a positive integer between 1-999. This field cannot be left blank
   Password Reuse After	This specifies the number of days after which a password that has already been used, and has expired, can be reused.
   Password Reset Link Expires After	This specifies the number of minutes the reset link is available to the user.
   Password Expiry Override For Web Services Only User	This option specifies if Web Services Only user passwords follow the site password options. Yes: Passwords do not expire for SOAP and REST API Web Services users. No: (default) SOAP and REST API Web Services user passwords follow the password options set for all users on the site.
   Account Lockout Time	This specifies the number of minutes an account is automatically locked after the number of invalid login attempts is exceeded. Once the lockout time has passed, the account is automatically unlocked and available for user login. If you do not want to implement this feature, set the value to 0. After the number of login attempts has been exceeded, the account login will remain locked until an administrator unlocks that account login. During the account lockout time, administrators can reset the account login password. The user can then immediately log in to their account with the new password.

3. Click Update to save your changes and return to the previous page.

   Legacy users can continue to use their old password of less than 8 characters until they try to update their password.
   • The maximum number of days allowed before a password expires is 999.
   • It is considered best practice to set the password expiration period to <90 days.
   • The password expiration time period begins once a site is upgraded.
   • If the system determines that the time since a user’s last password update has exceeded the password expiration setting, the user will be required to reset their password the next time they log in.

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Beginning in Oracle CPQ 23B, host company administrators can control which IP ranges can access their Oracle CPQ environments. This allows administrators to specify, for example, that CPQ environments can only be accessible from customer office networks or virtual private networks (VPNs).

1. After the feature is enabled for your site, Navigate to the Options-General page,

   1. Click Admin to go to the Admin Home Page.

   2. Click General Site Options in the General section.

      The Options-General page opens.

2. In the Network Settings section, enter IP range(s) and redirect URL for the items shown in the following table.

   Feature	Description
   Allowed IP Ranges	This specifies all IP ranges, in IPv4 CIDR format, able to access the environment. Administrators can enter multiple IP ranges in the Allowed IP Ranges field using a pipe ("|") as the separator between ranges. For example, "173.227.23.2/32" indicates a single value and "173.227.23.2/32|92.168.0.0/24" indicates two values. The Allowed IP Ranges field support a maximum of 2700 characters. When this field is set to blank, users are allowed to access the site, perform any allowed action, and call Web Services. If the user IP is not part of the allowed IP range, they are redirected to the specified redirect URL regardless if their IP is listed in other domain allow lists and error messages are returned for Web Services requests.
   Redirected URL for restricted IPs	This specifies the destination users are re-directed to if they are not allowed access. For example, a user may be re-directed to a corporate website home page or a dedicated access denied page.

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1. Navigate to the Options-General page.

   1. Click Admin to go to the Admin Home Page.

   2. Click General Site Options in the General section.

      The Options-General page opens.

2. In the Reports section, select settings for the items shown in the following table.

   Feature	Description
   View Login History	View the login history details for all users. You must have the appropriate access rights to view this page. For more information, see, Viewing Login History below.
   API Metrics	Clicking API Metrics downloads a CSV file with the API metrics to your hard drive. The business metrics are available in 24-hour UTC intervals. For more information, see Business Metrics.
   Login Metrics	Clicking Login Metrics downloads a CSV file with the Login metrics to your hard drive. The business metrics are available in 24-hour UTC intervals. For more information, see Business Metrics.

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1. Navigate to the Options-General page.

   1. Click Admin to go to the Admin Home Page.

   2. Click General Site Options in the General section.

      The Options-General page opens.

2. In the Feature Settings section, select settings for the items shown in the following table.

   Feature	Description
   Exchange Rates	Clicking Exchange Rates displays the Currency Conversion Rate List page. Use this page to manage exchange rates. For more information, see the topic Exchange Rates.
   Unit Conversions	Clicking Unit Conversions displays the Conversion Class List page. Use this page to manage unit conversions. For more information, see the topic Unit Conversions.
   Row Count per Page	Clicking Row Count Per Page displays the Iterator Administration page. For more information, see the section Defining Iterator Lengths and Row Count per Page, below.
   Search Behavior	Clicking Search Behavior displays the Define Search Behaviors page. For more information, see the section Defining Search Behavior, below.

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