Overview #
System Configuration in DnXT Administrator is the central hub for all platform-wide settings. Accessible through the Configurations menu, it encompasses tenant management, mail server setup, password policies, and several other integration-specific configurations. This article focuses on the core system settings: Tenants Console, Mail Configuration, Mail Templates, and Password Configuration.
These settings form the foundation of your DnXT deployment. Proper configuration here ensures that users can authenticate, receive email notifications, and operate within security policies that meet your organization’s requirements.
Accessing System Configuration #
- Log in to DnXT Administrator.
- Click Configurations in the left sidebar.
- The Configurations view opens with multiple tabs. The tabs covered in this article are: Tenants Console, Mail Configuration, Mail Templates, and Password Configuration.
Tenants Console #
The Tenants Console is available to Super Admin users and provides management of multi-tenant deployments. Each tenant represents an isolated organizational unit with its own users, data, configurations, and licenses.
Tenants Table #
The tenants table lists all configured tenants with toolbar actions:
- Add — Create a new tenant
- Delete — Remove a selected tenant
- Export — Download the tenant list as CSV
- Refresh — Reload the tenant table
Creating a New Tenant #
- Click the Add button in the toolbar.
- Enter the Tenant Name and Tenant Code (a short, unique identifier).
- Configure the Database Connection settings for the tenant:
- Database Host — The hostname or IP of the database server
- Database Port — The port number (default varies by database type)
- Database Name — The name of the database/schema for this tenant
- Database User — The database username
- Database Password — The database password
- Click Save.
Tenant Detail Panel #
Select a tenant from the table to open its detail panel. The panel includes:
Database Configuration #
View and edit the database connection parameters for the tenant. Changes here affect how DnXT connects to the tenant’s data store.
License Management #
Each tenant has per-module license settings that control which DnXT applications are available and how many users can access them. License parameters include:
| Field | Description |
|---|---|
| License Type | The type of license (e.g., Named User, Concurrent) |
| License Date | The date the license was issued |
| Expiry Date | The date the license expires |
| Permits | The number of user seats or concurrent connections allowed |
License settings are configured per module (Publisher, Reviewer, Admin). This allows tenants to have different license tiers for different applications.
Mail Configuration #
The Mail Configuration tab lets you set up the SMTP server that DnXT uses to send email notifications, password reset links, workflow action emails, and other automated communications.
SMTP Server Settings #
Configure the following fields:
| Field | Description | Example |
|---|---|---|
| Host | SMTP server hostname | smtp.office365.com |
| Port | SMTP server port number | 587 |
| User | SMTP authentication username | no***********@*********ny.com |
| Password | SMTP authentication password | (masked) |
| SSL | Enable SSL/TLS encryption | Enabled (recommended) |
Configuring SMTP #
- Navigate to Configurations > Mail Configuration.
- Enter the Host — your SMTP server address.
- Enter the Port — typically 587 for TLS or 465 for SSL.
- Enter the User — the email account used to send notifications.
- Enter the Password — the authentication password for the email account.
- Enable the SSL checkbox if your server requires encrypted connections (strongly recommended).
- Click Save.
Mail Templates #
The Mail Templates tab lets you customize the content and appearance of automated emails sent by DnXT. Each template controls a specific type of email (e.g., welcome email, password reset, workflow action).
Template List #
The left panel displays a list of all available email templates. Click a template name to load it in the editor.
Email Editor #
The email editor provides fields for customizing the template:
- Subject — The email subject line. Supports placeholder variables (e.g.,
{{userName}},{{dossierName}}). - Header — The header section of the email body (typically a logo or branding area).
- Body — The main content of the email. Supports HTML formatting and placeholder variables.
Live Preview #
As you edit the template, a live preview panel on the right shows how the email will appear to recipients. The preview renders HTML formatting and displays placeholder variables with sample values.
Editing a Template #
- Select a template from the list.
- Modify the Subject, Header, or Body fields as needed.
- Review the Live Preview to confirm the email looks correct.
- Click Save.
{{userName}}, {{actionUrl}}) from templates, as these are replaced with actual values at send time. Removing them will result in incomplete or broken emails.
Password Configuration #
The Password Configuration tab defines the password policies enforced for all local user accounts. These settings do not apply to LDAP or SSO users, whose passwords are managed by their respective identity providers.
Password Policy Options #
Configure the following settings using checkboxes and numeric inputs:
| Setting | Type | Description |
|---|---|---|
| Password Expiry | Checkbox + Number | Enable password expiration and set the number of days before passwords expire |
| Must Start with Uppercase | Checkbox | Require passwords to begin with an uppercase letter |
| Must Start with Lowercase | Checkbox | Require passwords to begin with a lowercase letter |
| Require Uppercase Characters | Checkbox | Require at least one uppercase letter |
| Require Lowercase Characters | Checkbox | Require at least one lowercase letter |
| Require Numeric Characters | Checkbox | Require at least one number |
| Require Special Characters | Checkbox | Require at least one special character (e.g., !@#$%) |
| Minimum Length | Number | The minimum number of characters required |
| Maximum Length | Number | The maximum number of characters allowed |
Configuring Password Policies #
- Navigate to Configurations > Password Configuration.
- Check the boxes for each requirement you want to enforce.
- Set the numeric values for length and expiry period.
- Click Save.
Configuration Summary #
The Configurations module contains many more tabs beyond those covered here. Below is a quick reference to all available configuration areas:
| Tab | Purpose | Documentation |
|---|---|---|
| Tenants Console | Multi-tenant management and licensing | This article |
| Mail Configuration | SMTP server settings | This article |
| Mail Templates | Email template customization | This article |
| Password Configuration | Password policy settings | This article |
| SSO Configuration | Single Sign-On and LDAP settings | SSO and Authentication |
| AI Configuration | AI provider and model settings | AI Configuration |
| Repository Configuration | File storage and integrations | Repository Configuration |
| Search Configuration | Search index management | This article (below) |
| M365 Configuration | Microsoft 365 integration | This article (below) |
| PDF Rendering | PDF generation and compliance | PDF Rendering Configuration |
Search Configuration #
The Search Configuration tab manages the search index that powers DnXT’s Global Search feature. Key capabilities include:
- Index Management — View the status of search indexes and trigger reindexing operations
- Tenant List — Select which tenants to include in search operations
- Rebuild Indexes — Force a full rebuild of the search index for a specific tenant when search results appear stale or incomplete
M365 Configuration #
The M365 Configuration tab enables integration with Microsoft 365 services. When configured, users can access M365 functionality (such as document co-authoring or SharePoint integration) directly from within DnXT. Configuration details depend on your organization’s Microsoft 365 tenant and are typically set up in coordination with your IT team.
FAQ #
Can I have multiple tenants sharing the same database? #
No. Each tenant requires its own isolated database or schema. This ensures complete data separation between tenants.
What happens if the SMTP configuration is incorrect? #
Email notifications will fail silently — users will not receive password reset links, workflow emails, or other automated messages. The application itself will continue to function. Check the Audit Trail for failed email delivery events.
Do password policy changes affect existing passwords? #
No. Password policy changes only apply to newly created passwords. Existing users will be required to meet the new policy only when they next change or reset their password. If you need to force compliance, use Password Expiry to require all users to change their passwords within a specified timeframe.
Can I customize email templates with our company branding? #
Yes. The Mail Templates editor supports HTML, so you can include your company logo, brand colors, and custom formatting in the header and body sections.
How do I test email configuration without sending to real users? #
Create a test user with your own email address, then trigger a password reset for that user. This sends a real email through the configured SMTP server without affecting other users.
