Global preferences

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The Global preferences screen allows you to configure the preferences for all users in the system. For example, you can select which WYSIWYG plugins the user can use in the WYSIWYG editor toolbar. These preferences can be overridden on a user group’s Preferences screen to configure the options for individual groups of users.

Read the Permissions documentation for more information about a user group Preferences screen.

To access the Global preferences screen, click on the System configuration icon in the top right-hand corner of the screen; a dropdown list will appear under.

Select global preferences; the screen will appear. The initial fields of the global preferences screen are shown in the figure below.

The initial fields of the global preferences screen

A list of all available preferences and their fields is outlined in the sections below.

Inbox preferences

Messages per page

This preference allows you to specify the number of messages on one page in the My account inbox of the users. By default, it will show 20 messages per page. You can change this number in the text field provided.

User preferences

Session expiry rules

This preference allows you to specify rules regarding when the session for a user logged into Matrix should expire. When the session expires, they will be signed out of the system and will have to log back in.

The options that are available for a session expiry rule are as follows:

Session expiry method

Set the method of expiry.

There are two options available:

When user closes browser

Select this option to end the user’s session when they close their browser.

Set future time

Select this option to specify a future time for the session to expire. Selecting this option will also give you options for the future time value and the refresh threshold value. The refresh threshold sets the minimum time the user would need to visit Matrix again for the future time expiry to reset.

For example, if you put a future time of '30 days` and the refresh threshold is then set to 1 day (24 hours), it would mean that Matrix would wait at least 24 hours since the initial session was created before sending an updated expiry time. This also means that if a user logs in to Matrix on a particular day and then doesn’t visit Matrix again for another 30 days, it would have expired the user’s session cookie, and they would need to sign in again.

Time since their last Matrix activity is longer than

Enable this option and specify the number of days, hours, and minutes to allow the session to remain open for the specified time frame while the user is using the system. For example, if this value is selected and 5 days is specified, the session will remain open for five days just as long as the user is using the system. When they access the administration interface, they will be automatically signed in, as the session has not expired. If they do not access the administration interface for more than five days, the session will expire, and they will have to log back into the system.

Time since their last sign-in is longer than

Enable this option and specify the number of days, hours, and minutes to allow the session to remain open for the specified time frame once the user has logged into the system. For example, if this value is selected and 5 days is specified, the session will remain open for five days after the user has signed in. When they access the administration interface, they will be automatically signed in, as the session has not expired. After five days, the session will expire, and they will need to log back into the system.

Limit to an IP address or range

Enable this option and specify an IP address or IP address range on which to apply the rule. For example, if this value is selected and an IP address is specified, the expiry rule will be limited to the individual with that IP address. Similarly, if an IP address range is specified, the rule will be limited to users whose IP addresses fall within that range.

Limit to these user types

Enable this option and select the user types on which to limit the rule. To add additional session expiry rules:

  1. Click the Add a new session expiry rule field.

  2. Click Save.

You would add new rules if you wanted to have different session expiry rules for different IP addresses. For example, if the user is at work, leave them logged into Matrix for five days but if they are outside of the network, log them out when they close the browser.

Asset tree root node

This preference allows you to change the asset tree’s root node that the user sees when they first sign in. For example, you can select your site as the asset tree root asset. This means that when the user logs in, they will see your site and all of its child assets in the asset tree instead of the system assets, which include the trash, system management, designs folder, media folder, and users folder.

Safe trash

This preference allows you to turn on safe trash. This means that an asset will not be trashed until all reference links have been removed. For example, if you try to delete an image and it is being used on an asset in your site, it will not be deleted until you remove that image from that asset.

Read the Trashing and purging assets documentation for more information.

Save button position

This preference allows you to change the position of the Save button on the screen. By default, the Save button is shown at the bottom of the page. If you select Anchored to bottom of frame, the Save button will appear at the bottom of the frame and will not scroll with the rest of the page, as shown in the figure below.

The anchored Save button

Settings for using image keyword replacements

This preference allows you to reconfigure the settings for image-based keyword replacements, for example, %asset_attribute_email_image%, which will show the email address of a user as an image.

The options available are as follows.

Font

Select which font to use from the dropdown menu. User-specified fonts that have been installed in the system will be available here, along with the built-in fonts. By default, this field is set to Build in font 3.

Size

Enter the size of the user-specified font selected. This option is unavailable for built-in fonts.

Horizontal padding

Enter the amount of cell padding for the horizontal sides of the image. By default, this is set to 0.

Vertical padding

Enter the amount of cell padding for the vertical sides of the image. By default, this is set to 0.

Foreground color

Select the color for the foreground of the image. By default, this is set to Black.

Background color

Select the color for the background of the image. By default, this is set to White.

Filter front end-user input

This preference allows you to determine whether to filter frontend user inputs in forms and APIs such as asset builders, custom forms, JS API, triggers, etc. When enabled, this preference will strip script tags and keyword replacements and escape HTML from user inputs.

Such inputs, in rare cases, can affect the backend operations of Matrix and may cause unexpected and potentially adverse behavior. This preference eradicates this risk and also improves the security of your system.

This feature will only filter inputs under the following circumstances:

Input is from a user who does not have admin mode or edit mode access. This includes public users and users signed into Matrix as a standard user asset. Input is saving data against an asset attribute or metadata field (excluding WYSIWYG fields).

Other asset inputs, such as URLs, will not be filtered.

The examples when a frontend user might send input data to Matrix that would get filtered by this feature includes:

  • Completing a custom form submission.

  • Building or editing an asset through an asset builder.

  • Creating a new account or editing their existing one using an account manager.

  • Logging in through a SAML or OAuth2 account manager that also sets metadata and attributes on their user account.

  • Executing a JS API function that sets metadata or attributes on an asset.

  • Firing a trigger that sets metadata or attributes on an asset.

By default, this option is set to Yes.

Preview screen size options

This preference allows you to set and configure various pre-defined screen sizes for use when viewing the frontend of your assets on the preview screen.

Read the Asset preview screen documentation for more information.

This preference is applicable when creating sites with responsive designs, allowing you to create and preview your assets in a variety of different device screen sizes.

Preview sizes can be configured by defining the width and height of the screen. You can also apply a name for each configured screen size and set which size should be used as the default size when viewing your assets on the preview screen.

By default, a variety of screen sizes will be pre-configured on your system. These include:

  • Desktop (1920 x 1080)

  • Laptop (1366 x 768)

  • Tablet (768 x 1024)

  • Mobile (320 x 568)

An auto screen size is also available, which will display the full width and height of your asset. If you have not configured an alternate screen size, this will be used as the default when viewing the preview screen’s assets.

To add a new preview screen size, click the Add another…​ button; additional fields will be added to the preview screen size options table, allowing you to configure your preview screen size.

To delete a preview screen size:

  1. Select the Delete field for the corresponding screen size.

  2. Click Save.

Hide errors on the frontend

Select whether to hide system errors from users on the frontend of your site.

By default, this is set to No, which means that the error messages will be displayed to site visitors. This may not be desirable in a production system; therefore, you may want to select Yes to hide these messages from your site visitors.

System administrators can append the query string variable sq_show_errors to the site URL to view errors on the frontend if they are hidden.

WYSIWYG component type preferences

The following preferences allow you to change the settings for the WYSIWYG editor. Read the WYSIWYG component documentation for more information.

Enable Edit+ editor

This preference allows you to enable using the Edit+ editor, Matrix’s premium WYSIWYG content editor, for WYSIWYG content types and attributes within the administration interface.

If this option is enabled, the following WYSIWYG preferences will not be applied:
  • WYSIWYG style

  • Apply CSS style

  • WYSIWYG plugins

  • WYSIWYG display image resize

  • Thesaurus

  • Protocol templates

The Edit+ editor is only available to users under an Edit+ license or Squiz Plus agreement.

Read the WYSIWYG component documentation for more information.

Editor plugins

This preference allows you to select which tools and settings are available for the WYSIWYG content editor. By default, all available plugins will be selected for use in this section.

To disable a tool or setting:

  1. Clear its corresponding plugin.

  2. Click Save.

The selected plugin will no longer appear in the editor toolbar.

The plugins available are outlined in the table below. Read the WYSIWYG component documentation for more information.

Plugin Icon/description

Accessibility

Accessibility auditor

Choose language

Language

Cursor assist

Enables the cursor assist line feature. This allows you to insert a paragraph tag after an element when you are otherwise unable to by using conventional means.

Format fonts

4 0 0 bold,4 0 0 italics,4 0 0 subscript 4 0 0 superscript,4 0 0 strike,4 0 0 remove format 4 0 0 justification,4 0 0 horizontal rule

Formatting

4 0 0 formats,4 0 0 headings 4 0 0 anchor,4 0 0 class

History

4 0 0 undo,4 0 0 redo

Inline toolbar

Displays the inline editing toolbar.

Insert image

4 0 0 image

Insert link

4 0 0 insert link,4 0 0 remove link

Keyword editor

Keywords

4 0 0 insert keyword,4 0 0 insert snippet

Listing

4 0 0 unordered list,4 0 0 ordered list 4 0 0 indent,4 0 0 outdent

Matrix editing tools

Search and replace

4 0 0 search replace

Special characters

4 0 0 insert character

Table editing

4 0 0 insert table

Viper toolbar

Displays the Edit+ editor toolbar.

View source

4 0 0 source view

Viper editing tools

Enables the Edit+ editors copy and paste feature. This will clean any content pasted into the WYSIWYG.

Editor plugins

This preference allows you to select which icons are available to the users in the WYSIWYG editor toolbar. By default, all options are selected and appear in the WYSIWYG editor toolbar.

To disable or hide a plugin:

  1. Clear the option.

  2. Click Save.

The plugin will no longer appear in the WYSIWYG editor toolbar.

The list of options and the plugins it will affect are outlined in the table below:

Option Icon/description

About

There is no icon in the WYSIWYG editor for this option.

Choose language

4 0 0 choose lang

Definition list

4 0 0 def term 4 0 0 def desc

Format font

4 0 0 font format

Format text

4 0 0 bold 1 4 0 0 italics 1 4 0 0 underline 4 0 0 strike 1

General

4 0 0 horizontal rule

History

4 0 0 history back 4 0 0 history forward

HTML tidy

Check this box to run HTML tidy when the user clicks Save in the WYSIWYG Editor.

Indenting

4 0 0 indent left

Insert image

There is no icon in the WYSIWYG editor for this option.

Insert link

4 0 0 link

Justify text

4 0 0 align left 4 0 0 align center 4 0 0 align right 4 0 0 align inline

Keyword replace

4 0 0 keyword replacement NOTE: Only appears in the WYSIWYG Editor when keyword replacements are available. For example in the asset builder, account manager, asset listing, and search page.

Listing

4 0 0 list number 4 0 0 list bullet

Matrix accessibility

4 0 0 abbr 4 0 0 acro

Matrix apply style

4 0 0 apply style menu

Matrix embed movie

4 0 0 movie

Matrix embed YouTube

4 0 0 youtube

Matrix expand keywords

This allows you to set a thesaurus in the thesaurus preference to expand any pre-set abbreviations that the user has typed in the WYSIWYG editor.

Matrix insert anchor

4 0 0 anchor 1

Matrix insert image

4 0 0 image 1

Matrix insert link

4 0 0 link 1 4 0 0 remove link

Matrix insert quick link

4 0 0 quick link

Misc accessibility

4 0 0 insert citation 4 0 0 insert def

Quotation

4 0 0 quotation

Replace text

4 0 0 replace text

S script

4 0 0 sscript blue 4 0 0 sscript red

Search and replace

4 0 0 search replace icon

Select color

4 0 0 text colour 4 0 0 bg colour

Snippet keyword replace

4 0 0 snippet keyword

Special characters

4 0 0 spec char

Spell checker

4 0 0 spell check

Table editing

4 0 0 insert table 1 4 0 0 table prop

Text indicator

4 0 0 current style

View source

4 0 0 toggle html

Visual aid

4 0 0 visual aid

WYSIWYG disable image resizing

This preference allows you to disable the users' ability to resize the image in the WYSIWYG editor. When this preference is enabled, when a user inserts an image into their content, they will not edit the width and height fields on the Insert image pop-up screen. Users can attempt to modify the image’s dimensions by resizing it in the WYSIWYG editor or modifying the HTML source code of the page. However, it will revert the dimensions to the original settings once the Save button is clicked.

Thesaurus

This preference allows you to select the thesaurus to use the Matrix expand keywords plugin tool in the WYSIWYG editor. This tool will expand abbreviations based on the terms that have been set up in the thesaurus.

Read the Configuration assets for more information.

Protocol templates

This preference allows you to add additional protocols to the insert link pop-up on the WYSIWYG editor.

To add another protocol:

  1. Click on the Add another link; additional fields will appear on the screen.

  2. In the Link type field, enter the name that will appear in the protocol list on the insert link pop-up, for example, mms://.

  3. In the template field, enter the format for the link, for example, mms://%%link%%. The %%link%% keyword replacement will be replaced with the information entered into the Link field on the pop-up. This keyword replacement can appear anywhere within the template string, allowing you to make pseudo-protocols that expand to a link in a specific format.

  4. Click Save when you have entered the required information. The new link type will appear in the insert link pop-up, as shown in the figure below.

The insert link pop-up

To remove a protocol from the list:

  1. Select the Delete box for that protocol.

  2. Click Save.

The HTTP, HTTPS, mailto, and FTP are core protocols and hence cannot be changed.

This preference allows you to stop creating hyperlinks from a live asset to an asset that is not live in the WYSIWYG editor. For example, if your website’s home page has a live status, users will not create a link on that page to an asset that has a status of under construction, such as a Microsoft Word document asset. The document would need to be made live before a link could be created.

If this field is set to Yes, a warning will be displayed on the edit contents screen when a user attempts to save a hyperlink to a non-live asset.

The warning message displayed when creating a link to a non-live asset

The invalid link will not be committed; however, all other edited content will be saved as normal.

By default, this field is set to No.

Bodycopy container preferences

Default component

This preference allows you to set the default component for all new content containers created on an asset. By default, this is set to WYSIWYG editor.

This preference doesn’t apply to some configuration assets such as asset listings, simple edit layouts, asset builders, and account managers. For those assets, the raw HTML component will always be used by default.

Default presentation type

This preference allows you to set the default presentation type for all new content containers created on an asset. By default, this is set to WYSIWYG editor.

This preference doesn’t apply to some configuration assets such as asset listings, simple edit layouts, asset builders, and account managers. For those assets, the raw (no formatting) presentation type will always be used by default.

Default nested content paint layout

This preference allows you to set the default paint layout setting to be applied to nested component types. By default, this is set to Raw (no paint layout). You can set this field to using default paint layout (based on lookup rules) to specify that nested content containers should inherit the paint layout settings of the asset being nested.

Disable creating containers on content screen

This preference allows you to stop users from creating new content containers on an asset. By default, this is set to No so that they can create containers.

Disable deleting containers on content screen

This preference allows you to stop users from deleting a component on an asset. By default, this is set to No so that they can delete containers.

File preferences

The following preferences allow you to change the settings for the files the users upload.

Server administrators can make changes to the file size limits in this section.

Max file size

This preference allows you to set the maximum size of the files that can be uploaded. You can use K for kilobytes or M for megabytes. The maximum file size allowed depends on the size set in the php.ini file for your system. If a greater value is entered into this field, the size stated in the php.ini file will still be used. For example, if 20.0MB is the maximum file size allowed by PHP on this system, a value greater than 20.0MB entered on this screen will be ignored.

Pre-uploaded max file size

This preference allows you to restrict the size of the file assets created in the system through the pre-uploaded files method. Enter the maximum file size into the field provided.

This does not stop users from uploading files to the server itself.

However, when you try to create a file asset using a pre-uploaded file, Matrix will not accept it if it is larger than the pre-uploaded file size limit.

Allow file with no extension

This preference allows you to stop files being uploaded that do not have a file extension. Select No to stop users uploading files that do not have a file extension.

Allowed file extensions to upload

This preference allows you to restrict the types of files the users can upload. Enter the extensions for the file types you want to allow the users to upload. For example, if you want to allow the users to upload images, Microsoft Word documents, and PDFs, enter jpg,doc,pdf.

Allowed file extensions for pre-uploaded files

This preference allows you to restrict the types of files that can be used when creating file assets through the pre-uploaded files method. Enter the extensions for the file types you want to allow the users to use. For example, if you want to allow the users to use images, Microsoft Word documents, and PDFs, enter jpg,doc,pdf.

This does not stop users from uploading different file types to the server itself. However, when you try to create a file asset using a pre-uploaded file, Matrix will not accept it if its extension does not match the specified one in this field.
System administrators and the system’s root user are exempt from any file extension checks configured in the file preferences.

File summary format

This preference allows you to set the format of the include summary (%asset_summary_x% keywords) option for file asset type links in the WYSIWYG editor.

The file summary format field

By default, this field will list the file type of the file type asset (in uppercase) and its size in kilobytes, for example: DOC, 24kB. You can change this format by changing the information in this field, using keyword replacements and text.

Structure tree component preferences

The following preferences allow you to change the settings for the structure tree component.

Structure tree formatting options

This preference allows you to select which formatting options should be shown to the user for the structure tree component.

From the list, select which formatting options to show for this component. By default, all options are shown.

Structure tree CSS classes

This preference allows you to specify the CSS styles for the structure tree component on the frontend of your site.

Specify the CSS styles for each element in the list.

Code component preferences

The following preferences allow you to change the settings for the code component.

Read the Code component documentation for more information.

Code editor size

This preference allows you to change the text box’s width and height in the code component. By default, the width and height are 400 pixels by 400 pixels.

HTML code highlighting classes

This preference allows you to specify the CSS styles to use for highlighting the syntax of HTML code.

Specify the CSS styles for each element in the list.

PHP code highlighting classes

This preference allows you to specify the CSS styles to use for highlighting the syntax of PHP code.

Specify the CSS styles for each element in the list.

Javascript code highlighting classes

This preference allows you to specify the CSS styles to use for highlighting the syntax of javascript code.

Specify the CSS styles for each element in the list.

Line numbers

This preference allows you to customize the line numbers for the code.

The following fields are available.

Show line number

Select whether to show to line numbers.

Line number orientation

Select whether to show them on the left or right-hand side of the code.

Line number style

Select the style to use from either span or list.

Line number class

Enter the CSS style to use for the line numbers.

Snippet component preferences

The following preferences allow you to change the settings for the snippet component.

Read the Snippet component documentation for more information.

Snippet root node

This preference allows you to select the root node where the bodycopy assets for the snippet component are being stored.

Snippet keywords permission select

This preference allows you to turn off permission checking when loading snippet keywords in the WYSIWYG editor. This can provide improved performance; however, the normal permission checks, ensuring a user has read permission before including snippets in the select snippet keyword list, will not be run.

Markdown component preferences

The following preferences allow you to change the settings for the markdown component.

Read the Markdown component documentation for more information.

Markdown editor size

This preference allows you to change the size of the text box in the markdown component. By default, it is set to a width and height of 70 x 20 em.

Image component preferences

The following preferences allow you to change the settings for the image component.

Component image value defaults

This preference allows you to set the default image parameters for the image component.

The following fields are available:

Caption

Enter the default caption to use on the image component.

Caption position

Select where the caption should appear within the asset’s content on the frontend of your site. You can select either top or bottom. By default, the caption is placed at the bottom.

Use caption attribute

Select whether to use the caption attribute entered onto the image asset instead of the caption field.

Width

Enter the default width for the image selected within the image component.

Height

Enter the default height for the image selected within the image component.

Constrain proportions

Select whether to constrain the proportions of the image selected within the image component.

Shrink/stretch to dimensions

Select whether to shrink or stretch the image selected within the image component.

On click

Select the default action to perform when the user clicks on the image within the frontend of your site. You can select from No action, Open image in new window, Open image in current window, and Open inline image preview.

HTML layout

Select whether to use table or div in the HTML source code for the image. By default, it is set to table.

Image fields to show

This preference allows you to restrict the options available to the users using the image component.

The following fields are available:

Caption options

Select whether to show the caption options for the image component. This includes the text box to enter a caption and the use image caption attribute option.

Caption position

Select whether to show the caption position options for the image component.

Dimension options

Select whether to show the dimension field options for the image component. This includes the width, height, constrain proportions option and shrink/stretch to dimensions option.

On click

Select whether to show the on clicking field options for the image component.

HTML layout

Select whether to show the HTML layout field for the image component.

Image CSS classes

This preference allows you to set the CSS styles to use for the image on the frontend.

Specify the CSS styles for each element in the list.

Image preview CSS classes

This preference allows you to set the CSS styles to use when you preview an image inline.

Specify the CSS styles for each element in the list.

Code component preferences

The following preferences allow you to change the settings for the raw HTML component.

Read the Code component documentation for more information.

Raw HTML editor size

This preference allows you to change the size of the text box in the raw HTML component. By default, it is set to a width and height of 70 x 20 em.

Comment preferences

The following preferences allow you to change the settings for the comment asset.

Read the News item documentation for more information.

Input box size

This preference allows you to change the size of the text box used for the comment asset. By default, the size of the box is 300 pixels by 100 pixels.

Maximum comment length

This preference allows you to set the maximum length of the comment entered by a user. By default, the maximum length is 0, meaning that this option is disabled.

HTML in comments

This preference allows you to determine what to do with any HTML code added to the comment text box. The available options include Allow, Escape, and Strip. By default, this is set to Allow.

Maximum rating

This preference allows you to determine the maximum rating a user can give for a comment. By default, this option is set to 5.

Rated image

This preference allows you to change the image that appears when the comment has been rated.

To change the image being used, enter the URL into the fields provided.

Blank image

This preference allows you to change the image that appears when the comment has not been rated.

To change the image being used, enter the URL into the fields provided.

Disable keyword replacements

This preference prevents keywords from being replaced in user-submitted comments. For example, %globals_asset_attribute_xxx:100% will be output as globals_asset_attribute_xxx:100 rather than the attribute value. By default, this field is set to Yes.

Search manager preferences

The following preferences allow you to change the settings for searching in the administration interface of Matrix.

Backend search page size

This preference allows you to change the number of assets shown per page when a user performs a keyword search using the quick search field at the top of the screen. By default, this option is set to 5.

Backend search result limit

This preference allows you to change the maximum number of results shown when a user performs a keyword search using the quick search field at the top of the screen. By default, this option is set to 0, meaning that all results will be displayed.

Site preferences

The following preferences allow you to change the settings for site assets.

This preference allows you to restrict any newly created children under specified site assets to hidden links only. In the available fields, select the sites to restrict the link types. Any newly created children of these specified site assets will only be created as hidden links.

This link type can be changed after creation on the asset’s linking screen.

Recurring calendar event preferences

The following preferences allow you to change the settings for recurring calendar event assets.

Events frequency threshold

This preference allows you to limit the frequency of recurring calendar event assets on upcoming events list and calendar events search page assets.

In the events frequency threshold field, enter a minimum threshold (in days) for the recurring calendar events. If a calendar event’s frequency falls within this threshold, the event will only appear once on the listing/search results.

For example, if you set this threshold to 7 days, an event that recurs daily will only display in the results once, while an event that recurs fortnightly will display all instances of this event on the listing/search results.

By default, this threshold will be set to 0, meaning the option is disabled; no threshold will be applied to the recurring calendar events on listing/search results.

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