General
Contains system-wide general settings for B2Win Suite. Changes here affect all users and workspaces on the server.
Access
Navigate to System Settings → General → Settings.
General Settings
| Setting | Description |
|---|---|
| Server Label | A text label displayed at the top of the application header. Useful to identify which server or environment (e.g., "Production", "Staging") users are connected to. |
| Server White-list Paths | Server-side paths that B2Win Suite is allowed to access for archiving, attachments, and file browsing. Enter one path per line. Use * to allow all locations. Paths not listed here are blocked. |
| Font Path | A folder on the server to search for fonts missing during PDF conversion. On Linux servers, common fonts like cour.ttf are often absent — place them in this folder to resolve PDF conversion errors. |
| Clean Temporary Files | Number of days after which temporary files are automatically deleted. Set to 0 to disable automatic cleanup. |
| Additional Fonts | Fonts that supply missing character encodings during PDF conversion. Use this when a font lacks support for specific character sets (e.g., special language characters). |
| Auto Create User | When enabled, B2Win Suite automatically creates an account for any user connecting from an authorized ERP device or print client that does not already have an account. This allows ERP users to connect without a separate manual registration. |
| Execution Applic Timeout | Timeout in minutes for external executable processes launched by B2Win Suite nodes or the engine. Processes that run longer than this value are terminated. |
| Deactivate Non-Active Users After | Number of days since last login after which a user account is automatically deactivated, freeing the license for reuse. Minimum value is 30 days. Set to 0 to disable automatic deactivation. |
B2Output-specific settings
The following settings are only visible when the B2Output module is licensed and enabled.
| Setting | Description |
|---|---|
| User Default Send Mode | Default email sending mode for users who have not set their own preference. Options: SMTP (uses the server's global SMTP settings or the user's own SMTP) or Client (routes through the B2Win Desktop Client). |
| Thousand Separator | The thousand separator character used in numeric data coming from the ERP system when converting to Excel. Options: Comma (,), Period (.), Space ( ). Users can override this in their own profile. |
| Decimal Separator | The decimal separator character in numeric data from the ERP system when converting to Excel. Options: Comma (,), Period (.), Space ( ). |
Desktop Clients
| Setting | Description |
|---|---|
| Auto Update Client (On Connect) | When a B2Win Desktop Client connects to the server, it is automatically updated to the latest version. |
| Check Client Device Same Host/IP | Validates that the client's host or IP matches the stored value. If you experience connection issues from cloud or VPN environments with changing IPs, disable this check. |
Email SMTP Settings
Global SMTP configuration for outbound email. When enabled, all users can send emails through this shared SMTP server without needing to configure their own SMTP credentials.
| Setting | Description |
|---|---|
| Enable SMTP | Master toggle. When enabled, the global SMTP settings below are active and available to users. |
| Server Host | SMTP server hostname or IP address (e.g., smtp.office365.com, smtp.gmail.com). |
| Server Port | SMTP server port. Common values: 25 (plain), 465 (SSL), 587 (STARTTLS). |
| SSL | Connect to the SMTP server using SSL/TLS from the start of the connection. |
| Start TLS | Upgrade an initially unencrypted connection using the STARTTLS command. Use with port 587. |
| Authentication | Whether the SMTP server requires a username and password. |
| User | SMTP authentication username (usually an email address). |
| Password | SMTP authentication password. |
| Sender FullName | Display name shown as the email sender (e.g., "B2Win Suite Notifications"). |
| Sender Email | The From email address used for all outbound emails sent through the global SMTP. |
Use the Test Connection button to verify the SMTP configuration is working before saving.
AI/LLM Settings
note
Beta Feature AI/LLM capabilities in B2Win Suite are currently in Beta. Settings and supported providers may change in future releases.
Configure the AI language model integration used across B2Win Suite. When enabled, the configured model powers features such as the Scripting AI Assistant inside the workflow editor.
| Setting | Description |
|---|---|
| Enable AI/LLM | Master toggle. When disabled, all AI-dependent features (such as the scripting assistant) are hidden from users. All other fields below are only editable when this is enabled. |
| AI/LLM Provider | The AI service provider. Currently GEMINI (Google Gemini) is supported; OpenAI support is planned. |
| AI/LLM Model | The specific model to use. Available options are populated dynamically based on the selected provider and your API key's access level. |
| AI/LLM API Key | API key from your provider's developer console. For Gemini, obtain it from Google AI Studio. The key is stored encrypted and masked by default — use the visibility toggle to reveal it. |
| AI/LLM Max Tokens | Maximum tokens the model may return in a single response (min 1,000 / max 1,000,000 / default 5,000). Increase if responses are truncated. |
Advanced Settings (expand the panel):
| Setting | Description |
|---|---|
| Enable AI/LLM Thinking | Instructs the model to use extended reasoning before responding (only effective for models that support it, e.g., Gemini 2.0 Flash Thinking). May increase latency and token usage. |
| AI/LLM Embeddings Model | Model used for text embeddings in semantic search features. Optional — leave empty if not needed. |
Security notes: The API key is stored encrypted and never logged. AI requests include workflow scripting context — do not use AI features in environments where workflow content must not leave your network unless your provider's data residency policies allow it. Rotate the key immediately if compromised.
Troubleshooting:
- AI Assistant not visible in the workflow editor — confirm Enable AI/LLM is checked and saved.
- Authentication errors — verify the API key is correct and not expired.
- Responses cut off — increase Max Tokens.
- Model dropdown is empty — select a provider first, then reload the page.