Survey Points Manager - Settings Configuration Guide

Complete Guide to Optimizing SPM Settings for Your Workflow

This comprehensive guide covers all aspects of configuring Survey Points Manager settings to optimize performance, customize the interface, and establish default configurations that match your specific workflow requirements.

Image Description: Professional surveying equipment positioned on rocky terrain, representing the stable and reliable configuration foundation that Survey Points Manager provides for professional workflows.

Settings Overview

The Settings tab in Survey Points Manager provides comprehensive configuration options to customize the software according to your specific needs and workflow requirements.

Settings Categories

Image Description: Close-up of professional surveying equipment controls and display, representing the detailed configuration options available in Survey Points Manager settings.

General Settings Configuration

Image Description: Settings interface showing unit selection dropdowns, precision controls, and format options for coordinates and elevations with live preview examples.

Default Paths and File Handling

Directory Configuration

Default Import Path: Set default directory for import operations

• Project Folders: Organize by project directories
• Network Paths: Support for network storage locations
• Recent Locations: Quick access to recently used folders
• Bookmark Folders: Save frequently used directory locations

Default Export Path: Configure default export destinations

• Client Deliverables: Separate folder for client deliverables
• Archive Location: Long-term storage directory
• Backup Path: Automatic backup file location
• Template Storage: Location for export templates

File Management Options

Auto-Save Settings:

• Auto-Save Interval: Automatic save frequency (5-60 minutes)
• Auto-Save Location: Directory for auto-save files
• Save on Import: Automatically save after imports
• Save on Export: Automatically save after exports

Backup Configuration:

• Backup Frequency: How often to create backups
• Backup Retention: How long to keep backup files
• Backup Location: Where to store backup files
• Backup Compression: Compress backup files to save space

Image Description: File handling settings showing directory selection dialogs, auto-save configuration options, and backup settings with folder browser interfaces.

Display and Interface Settings

Grid Appearance Customization

Points Grid Display

Column Configuration:

• Visible Columns: Select which columns to display
• Column Width: Adjust column widths for optimal viewing
• Column Order: Rearrange columns to match workflow
• Header Style: Customize column header appearance

Row Display Options:

• Row Height: Adjust row height for readability
• Alternating Colors: Enable alternating row colors
• Selection Highlighting: Customize selection appearance
• Grid Lines: Show or hide grid lines

Data Formatting:

• Number Format: Coordinate number formatting
• Date Format: Timestamp display format
• Text Alignment: Column text alignment options
• Color Coding: Color-code data by type or quality

Image Description: Grid customization interface showing column configuration options, display settings, and live preview of grid appearance changes.

Color Schemes and Themes

Interface Themes

Predefined Themes:

• Light Theme: Standard light interface (default)
• Dark Theme: Dark interface for low-light environments
• High Contrast: High contrast for accessibility
• Custom Theme: User-defined color combinations

Color Customization:

• Background Colors: Main interface background colors
• Text Colors: Text and label color settings
• Accent Colors: Highlight and accent color selection
• Status Colors: Success, warning, and error color indicators

AutoCAD Integration

Interface Matching:

• Match AutoCAD Theme: Automatically match AutoCAD's color scheme
• Palette Integration: Integrate with AutoCAD palette appearance
• Icon Style: Match AutoCAD icon style and size
• Font Consistency: Use AutoCAD's font settings

Image Description: Theme configuration interface showing color picker controls, theme preview panels, and AutoCAD integration options.

Performance Settings

Memory Management

Memory Allocation

.NET 8 Version Settings:

• Heap Size: Configure managed heap size limits
• Garbage Collection: GC optimization settings
• Memory Caching: Enable intelligent memory caching
• Background Cleanup: Automatic memory cleanup options

Legacy Version Settings:

• Memory Limits: Set safe memory usage limits
• Cache Size: Configure data cache size
• Cleanup Frequency: Memory cleanup frequency
• Low Memory Mode: Enable for systems with limited RAM

Data Caching

Cache Configuration:

• Cache Size: Amount of memory for data caching
• Cache Duration: How long to keep cached data
• Cache Strategy: LRU, FIFO, or custom caching strategy
• Preload Options: Preload frequently used data

Image Description: Memory management interface showing memory allocation controls, cache configuration options, and performance monitoring indicators.

Processing Optimization

Multi-Threading Settings

Thread Configuration:

• Worker Threads: Number of background worker threads
• Import Threads: Parallel processing for imports
• Export Threads: Concurrent export processing
• UI Thread Priority: User interface responsiveness priority

Background Processing:

• Enable Background: Allow background processing
• Priority Levels: Set processing priority levels
• Queue Management: Background task queue settings
• Progress Feedback: Real-time progress updates

Database Optimization

History Database:

• Database Size: Maximum history database size
• Index Optimization: Database index optimization
• Cleanup Schedule: Automatic database cleanup
• Backup Integration: Database backup settings

Performance Monitoring:

• Performance Metrics: Enable performance monitoring
• Logging Level: Detail level for performance logs
• Diagnostic Mode: Enhanced diagnostic information
• Profiling: Performance profiling options

Image Description: Processing optimization settings showing thread configuration, background processing options, and performance monitoring controls.

Import/Export Default Settings

Import Defaults

Format Preferences

Default Import Format: Set preferred import format for auto-detection

• CSV Settings: Default CSV delimiter and header options
• TXT Settings: Default text file delimiter and format
• KML Settings: Default UTM zone and coordinate system
• Survey Formats: Default settings for GSI, SDR, and IDX files

Column Mapping Templates:

• Standard Mapping: Default column mapping for common formats
• Custom Templates: Save custom mapping templates
• Auto-Detection: Enable automatic column detection
• Validation Rules: Default data validation settings

Quality Control Defaults

Import Validation:

• Coordinate Validation: Default coordinate range validation
• Duplicate Detection: Automatic duplicate point detection
• Data Completeness: Required field validation
• Error Handling: Default error handling behavior

Image Description: Import defaults interface showing format preference settings, column mapping templates, and validation configuration options.

Export Defaults

Format Configuration

Default Export Format: Set preferred export format

• CSV Export: Default CSV format and delimiter settings
• TXT Export: Default text format and structure
• KML Export: Default coordinate system and visualization
• Survey Export: Default settings for equipment formats

Output Options:

• File Naming: Default file naming conventions
• Directory Structure: Default export directory organization
• Compression: Default file compression settings
• Quality Settings: Default export quality parameters

Template Management

Export Templates:

• Standard Templates: Predefined export templates
• Custom Templates: User-created export configurations
• Template Sharing: Share templates with team members
• Template Validation: Validate template configurations

Image Description: Export defaults interface showing format configuration options, template management tools, and output settings controls.

Advanced Configuration

Network and Licensing Settings

Network License Configuration

License Server Settings:

• Server Address: License server IP address or hostname
• Port Configuration: License server port settings
• Timeout Settings: Connection timeout values
• Retry Options: Connection retry attempts and intervals

Client Configuration:

• License Checkout: Automatic license checkout options
• Heartbeat Interval: License heartbeat frequency
• Offline Mode: Offline license usage settings
• Grace Period: License grace period configuration

Network Performance

Connection Optimization:

• Bandwidth Settings: Network bandwidth optimization
• Compression: Network data compression options
• Caching: Network data caching settings
• Proxy Support: Proxy server configuration

Image Description: Network configuration interface showing license server settings, client configuration options, and network performance controls.

AutoCAD Integration Settings

Drawing Integration

Point Insertion:

• Default Layer: Default layer for inserted points
• Point Style: Default AutoCAD point style
• Point Size: Default point size settings
• Text Style: Default text style for point labels

Table Generation:

• Table Style: Default table style for coordinate tables
• Table Layout: Default table layout and formatting
• Header Options: Table header configuration
• Pagination: Table pagination settings

Command Integration

Command Aliases:

• Custom Commands: Define custom command aliases
• Keyboard Shortcuts: Configure keyboard shortcuts
• Menu Integration: AutoCAD menu integration options
• Toolbar Customization: Custom toolbar configuration

Image Description: AutoCAD integration settings showing drawing integration options, command configuration, and customization controls.

Settings Management

Configuration Backup and Restore

Settings Backup

Backup Options:

• Manual Backup: Create manual settings backups
• Automatic Backup: Schedule automatic settings backups
• Backup Location: Configure backup storage location
• Backup Frequency: Set backup frequency and retention

Export Settings:

• Settings Export: Export settings to file
• Selective Export: Export specific setting categories
• Template Creation: Create settings templates
• Team Sharing: Share settings with team members

Settings Restore

Restore Options:

• Full Restore: Restore all settings from backup
• Selective Restore: Restore specific setting categories
• Default Reset: Reset to factory default settings
• Template Import: Import settings from templates

Image Description: Settings management interface showing backup and restore options, export controls, and template management tools.

Best Practices

Configuration Strategy

Initial Setup

First-Time Configuration:

1. Assess Requirements: Understand workflow requirements
2. Set Units: Configure appropriate units and precision
3. Configure Paths: Set up default directories
4. Optimize Performance: Adjust performance settings
5. Test Configuration: Validate settings with sample data

Team Standardization:

• Standard Templates: Create standard configuration templates
• Documentation: Document configuration decisions
• Training: Train team on standard configurations
• Maintenance: Regular configuration review and updates

Performance Optimization

System-Specific Settings:

• Hardware Assessment: Configure based on system capabilities
• Workload Analysis: Optimize for typical workload patterns
• Resource Monitoring: Monitor system resource usage
• Continuous Improvement: Regularly review and optimize settings

Image Description: Best practices guide showing configuration workflow, team standardization procedures, and performance optimization recommendations.

Troubleshooting Settings Issues

Common Configuration Problems

Performance Issues

Possible Causes:

• Inappropriate memory settings
• Inefficient caching configuration
• Too many background threads
• Database optimization needed

Solutions:

1. Review memory allocation settings
2. Optimize cache configuration
3. Adjust thread settings
4. Perform database maintenance

Interface Problems

Possible Causes:

• Incompatible theme settings
• Font rendering issues
• Display scaling problems
• AutoCAD integration conflicts

Solutions:

1. Reset to default theme
2. Adjust font settings
3. Configure display scaling
4. Review AutoCAD integration settings

Image Description: Troubleshooting interface showing common configuration problems, diagnostic tools, and step-by-step resolution procedures.

Survey Points Manager - Optimized configuration for professional workflows

Configuration complete! You now have a comprehensive understanding of all Survey Points Manager features. Return to the Introduction Guide for a complete overview.

Need configuration assistance? Contact our support team for help with advanced configuration and optimization for your specific workflow requirements.