VISUAL PLANNING 5.3 DOCUMENTATION

Setup VP ESSENTIAL

INTRODUCTION

VISUAL PLANNING ESSENTIAL is the small network version of VISUAL PLANNING (1-5 users).

The installation follows 4 steps:

  1. DBMS installation,
  2. Application server installation,
  3. Link between DBMS and application server,
  4. License activation.

Be aware of the updating procedure for VISUAL PLANNING ESSENTIAL, see Update VISUAL PLANNING ESSENTIAL.

TECHNICAL REQUIREMENTS

Before starting setting up VISUAL PLANNING ESSENTIAL, it is required to check compliance with the technical requirements.

VISUAL PLANNING ESSENTIAL is an n-tier web application.

It was developed for client/server networks. It is necessary to install Visual Planning on a server.

Note : Only the address defined during the installation (IP fixed or domain name or machine name) could be used to access the planner on the server.

Before the setup, check to make sure http://localhost/vplanning is reachable from client's workstations: redirection port, prefix http or https, Intranet or Internet etc … !

Workstation

  • Hardware Requirement
    • Central processing unit (CPU): INTEL Processor / AMD 2GHz
    • Random Access Memory (RAM): 512 MB (WINDOWS XP SP2, SP3), 2GB (WINDOWS VISTA all versions, WINDOWS 7, 8 and later versions)
    • Free Hard disk (HD) space: 100 MB minimum

The maintenance and the support are only guaranteed in a PC environment.

Server

The server configuration described below is the one by default. This configuration has to be adjusted depending on how the software will be used and how many simultaneous users are forecasted.

For further information, please contact the VISUAL PLANNING support service: sav@stilog.com.

  • Hardware
    • Central Processing Unit (CPU): INTEL Processor / AMD 2GHz
    • * Random Access Memory (RAM): 1GB (WINDOWS XP SP2, SP3), 4GB (WINDOWS VISTA, WINDOWS 7 32/64bits, WINDOWS 2003 32/64bits, WINDOWS 2008 32/64bits, WINDOWS 2012 32/64bits), 2GB (Linux, IBM-AIX).
    • Free Hard Disk (HD) space: 200MB minimum.
  • Software
    • Database Management System (DBMS): MYSQL 5.x, MICROSOFT SQL SERVER 7, 2005, 2008 and all versions, based on SQL Server engine, ORACLE 9i, 10g, 11g and Postgre.
    • J2EE server application is needed for all non-WINDOWS server installations or installations that don't use the VPServer package: TOMCAT 5.x, JONAS, JBOSS, WEBSPHERE, WEBLOGIC 10.3;

Network

With VISUAL PLANNING ESSENTIAL, all planners can be reached through any internet browser.

The necessary bandwidth to comfortably use the software depends on : number of users sharing the same connection simultaneously, type of use (mostly frequency), volume of data transferred.

The minimal bandwidth required by a user is 64kbit/s (8KB).

It is recommended to open the planners using an ADSL connection.

DBMS SETUP

The installation of VISUAL PLANNING should not start without making sure that the chosen DBMS is already up and running.

If there is no DBMS, it is possible to install the MYSQL version delivered with Visual Planning.

MYSQL Case

There are two ways to install MYSQL:

  • Through the MYSQL version delivered with Visual Planning,
  • Or by using an already existing MYSQL server.

Through the MYSQL delivered with Visual Planning

First, you must start the mysql5067.exe executable file included in the delivery.

It’s required to specify the physical disk where the MYSQL directory will be created (ex : C:\ or D:\)

Select extract to create the D:\mysql file.

Once the extraction is completed, go to D:\ mysql \ bin directory and double click on the «winmysqladmin.exe» file.

The window below comes up:

Select Execute to install and start the MYSQL service.

To make sure that the MYSQL service is active, check in the WINDOWS Task Manager to make sure that the mysqld.exe process has started.

If the line above is not visible, it means that the MYSQL service wasn't able to start.

In this case, contact the VISUAL PLANNING support at sav@stilog.com.

Through an already existing MYSQL

If a MYSQL server version 5.x or later version is already being used, you have to create a MYSQL user and assign it to VISUAL PLANNING (ex : vpuser).

In order to do this, you must use the script below :

mysql> CREATE USER 'vpuser'@'%' IDENTIFIED BY 'vpuser_password';  
mysql> GRANT ALL PRIVILEGES ON *.* TO 'vpuser'@'%' WITH GRANT OPTION;

Don't forget to replace the vpuser_password by the actual password of the vpuser.

It is important to remember this password because you will need it during the setup and also to be able to access VISUAL PLANNING on your server.

SQLSERVER Case

VISUAL PLANNING is only compatible with SQLSERVER instance when the authentication mode is mixed, so if SQL SERVER is in a WINDOWS authentication mode it has to be modified.

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Right-click on the server name
  • Activate Properties option in the contextual menu
  • Activate the Security tab in the displayed dialog box
  • Click the SQLServer and WINDOWS authentication mode,
  • Click on OK button to validate the modification.

Then, create a SQLSERVER user assigned to VISUAL PLANNING (ex : vpuser).

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Left-click on your server name
  • Double-click on the Security file
  • Right-click on the Login element
  • Activate the New login option in the contextual menu

The following dialog box comes up:

In the General tab, proceed as follow :

  • Enter the user name (ex : vpuser)
  • Click the SQL Server Authentication option

In the Server Roles tab :

  • Click the Database creator role.

Then choose OK to validate.

This user name and the password will be required during the software setup.

That is why it is imperative to know them before starting the setup.

If the SQLSERVER version is more recent than the SQLSERVER 2005 version, the TCP/IP protocol needs to be activated.

If it's not, open SQL Server Configuration Manager and start the TCP / IP protocol :

ORACLE Case

Create an instance for VISUAL PLANNING (ex : VPSID).

This instance can be an existing one but it is better to configure a new Oracle database instance for VISUAL PLANNING.

The value ​​of each disk space below is just an example. Each value will be adjusted according to the use of VISUAL PLANNING.

Object Name Disk space
TableSpace USERS 700 MB
TableSpace INDEX 500 MB
TableSpace SYSTEM 500 MB
TableSpace TEMP 200 MB

Once the Oracle instance for Visual Planning is created, create a username and assign it to VISUAL PLANNING (ex : VISUALPLANNING) by using the script below :

Sqlplus system/<passwdSystem>@VPSID
CREATE USER <userName> IDENTIFIED BY <passwd>
GRANT CONNECT TO <userName>
GRANT CREATE SESSION TO <userName> WITH ADMIN OPTION
GRANT CREATE TABLE TO <userName> WITH ADMIN OPTION
GRANT UNLIMITED TABLESPACE TO <userName> WITH ADMIN OPTION
GRANT CREATE USER TO <userName>
GRANT DROP USER TO <userName>

If the ORACLE user is not in compliance with the script, VISUAL PLANNING will not work properly.

All the tablespaces of the Oracle instance receiving VISUAL PLANNING, but also the username and the password assigned to Visual Planning will be required during the software setup. It is mandatory to have all this information before starting the setup.

APPLICATION SERVER SETUP

Warning: VISUAL PLANNING ESSENTIAL can be installed only on MICROSOFT WINDOWS

First of all, start the vp51essential.exe package.

The following window comes up:

Choose Next to continue.

The following window presents the license agreement :

Then read attentively the license conditions of use. If terms are refused, the set up procedure is interrupted.

Choose Next to continue.

The window comes up :

It is preferable remaining unchanged the default suggested path, especially if the computer is under MICROSOFT WINDOWS VISTA or 7.

Nevertheless, if the set up location must be changed, it’s required to keep the directory name Visual Planning Essential 5.2.

Choose Next to continue.

  • Choose Next to continue.
  • Or if the information displayed in this window is irrelevant, press Back to modify it.

After having choosen Next, the user tries to determine if there is already a WEB service installed on the server (use of the 80 port).

If it is the case, the window below comes up:

And if the 81 port is already used, choose another one (e.g.: 82).

This window will be closed only if the port number chosen is not already used by another application.

Choose Next to continue.

Choose Finish to terminate the set up.

DBMS CONNECTION

To connect VISUAL PLANNING to the DBMS, start the VISUAL PLANNING portal.

In MICROSOFT WINDOWS, this portal is reached via Start > programs > VPServer Essential 5.2 > VP Portal

During the first access to this portal, the configuration page of the connection to DBMS is displayed.

Select then the DBMS you will work with. The possible options are :

SQLSERVER Case

VISUAL PLANNING is only compatible with SQLSERVER instance when the authentication mode is mixed, so if SQL SERVER is in a WINDOWS authentication mode it has to be modified.

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Right-click on the server name
  • Activate Properties option in the contextual menu
  • Activate the Security tab in the displayed dialog box
  • Click the SQLServer and WINDOWS authentication mode,
  • Click on OK button to validate the modification.

Then, create a SQLSERVER user assigned to VISUAL PLANNING (ex : vpuser).

Here is the procedure to be followed:

  • Start the Enterprise Manager application
  • Left-click on your server name
  • Double-click on the Security file
  • Right-click on the Login element
  • Activate the New login option in the contextual menu

The following dialog box comes up:

In the General tab, proceed as follow :

  • Enter the user name (ex : vpuser)
  • Click the SQL Server Authentication option

In the Server Roles tab :

  • Click the Database creator role.

Then choose OK to validate.

This user name and the password will be required during the software setup.

That is why it is imperative to know them before starting the setup.

If the SQLSERVER version is more recent than the SQLSERVER 2005 version, the TCP/IP protocol needs to be activated.

If it's not, open SQL Server Configuration Manager and start the TCP / IP protocol :

MYSQL case

There are two ways to install MYSQL:

  • Through the MYSQL version delivered with Visual Planning,
  • Or by using an already existing MYSQL server.

Through the MYSQL delivered with Visual Planning

First, you must start the mysql5067.exe executable file included in the delivery.

It’s required to specify the physical disk where the MYSQL directory will be created (ex : C:\ or D:\)

Select extract to create the D:\mysql file.

Once the extraction is completed, go to D:\ mysql \ bin directory and double click on the «winmysqladmin.exe» file.

The window below comes up:

Select Execute to install and start the MYSQL service.

To make sure that the MYSQL service is active, check in the WINDOWS Task Manager to make sure that the mysqld.exe process has started.

If the line above is not visible, it means that the MYSQL service wasn't able to start.

In this case, contact the VISUAL PLANNING support at sav@stilog.com.

Through an already existing MYSQL

If a MYSQL server version 5.x or later version is already being used, you have to create a MYSQL user and assign it to VISUAL PLANNING (ex : vpuser).

In order to do this, you must use the script below :

mysql> CREATE USER 'vpuser'@'%' IDENTIFIED BY 'vpuser_password';  
mysql> GRANT ALL PRIVILEGES ON *.* TO 'vpuser'@'%' WITH GRANT OPTION;

Don't forget to replace the vpuser_password by the actual password of the vpuser.

It is important to remember this password because you will need it during the setup and also to be able to access VISUAL PLANNING on your server.

ORACLE Case

Create an instance for VISUAL PLANNING (ex : VPSID).

This instance can be an existing one but it is better to configure a new Oracle database instance for VISUAL PLANNING.

The value ​​of each disk space below is just an example. Each value will be adjusted according to the use of VISUAL PLANNING.

Object Name Disk space
TableSpace USERS 700 MB
TableSpace INDEX 500 MB
TableSpace SYSTEM 500 MB
TableSpace TEMP 200 MB

Once the Oracle instance for Visual Planning is created, create a username and assign it to VISUAL PLANNING (ex : VISUALPLANNING) by using the script below :

Sqlplus system/<passwdSystem>@VPSID
CREATE USER <userName> IDENTIFIED BY <passwd>
GRANT CONNECT TO <userName>
GRANT CREATE SESSION TO <userName> WITH ADMIN OPTION
GRANT CREATE TABLE TO <userName> WITH ADMIN OPTION
GRANT UNLIMITED TABLESPACE TO <userName> WITH ADMIN OPTION
GRANT CREATE USER TO <userName>
GRANT DROP USER TO <userName>

If the ORACLE user is not in compliance with the script, VISUAL PLANNING will not work properly.

All the tablespaces of the Oracle instance receiving VISUAL PLANNING, but also the username and the password assigned to Visual Planning will be required during the software setup. It is mandatory to have all this information before starting the setup.

MSACCESS Case

Warning : The use of MICROSOFT ACCESS as a DBMS for Visual Planning, is not recommended for a configuration of more than 5 users.

If you use the MSACCESS, select MSAccess in the list :

Then click on Next to continue.

Fill in the fields with the proper parameters of the previously installed MSACCESS (c.f. DBMS Setup) :

  • DB Folder : the default value is {vp.home}/msadatas, where {vp.home} is the setup root of VISUAL PLANNING.

If the data is stored in a different folder, replace the default value by the proper folder.

Then, click on Next to continue.

LICENSE ACTIVATION

The window below comes up:

  • URL of the application : verify that this information is correct. The application activation depends on this URL : That's why, if the URL has to be modified, it's mandatory to relaunch the activation,
  • Serial of VP Application : it is the VISUAL PLANNING serial number. This number is provided by STILOG I.S.T. during the license delivery,
  • Serial of VPVIEWER : it is the “read-only” license serial number. This number is also provided by STILOG I.S.T. during the license delivery.
  • You can enter multiple license numbers in the provided space. Just separate the by comma(,). Then click on Next to complete the activation. Start ADMIN CENTER to activate VISUAL PLANNING. ==== Correct Configuration ==== If the configuration is correct, the screen below comes up : The admin user has no password by default. So click directly on OK. ADMIN CENTER will prompt you to provide the activation license key : Choose Obtain automatically the key activation by internet, then click on Validate**.

In case of a problem with the activation by internet, feel free to contact the technical support staff:

Incorrect Configuration

If the following message is displayed after the JAVA initialization and the launching application acceptance:

It means that the DBMS configuration is incorrect.

In this case, start the Internet browser and use the URL below to obtain the log files:

http://VP_server/vplanning/logs.jsp

Where VP_server is the setup address of VISUAL PLANNING.

Once the problem is identify, change the configuration by going back on the activation page:

http://VP_server/vplanning/activationen.jsp  

When the configuration is correct, complete the activation (c.f. Correct Configuration)

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