VISUAL PLANNING 5.3 DOCUMENTATION

Management of the users

DEFINITION

A User of VISUAL PLANNING is principally identified with his login and his password.These allow to access to one or more planners.

It is possible to define an unlimited number of users, but only those who are allocated to a license can access to VISUAL PLANNING.

So, the real number of users who can connect to the application is defined by the licenses purchased.

Admin center allows to manually create, modify, delete the users and allows to allocate them to the licenses and to the groups.

ADMINISTRATION

View the users

The users are visible in the admin center by clicking on the Users button:

The following window will appear:

Create a user

To create a new user, in the admin center, go to the users section by clicking on the Users button:

Then, right-click on a User > Add a user.

The following window will appear:

Fill in details of the user profile and click on the OK button.

User creation is also reachable from another entry point: Menu Edition > Creation block > Add a user.

The fields available in the user profile are:

Login

This field contains the login of the user.

This login must be unique.

Activated

This box is checked if the user is active.

If this box is unchecked, the user cannot access VISUAL PLANNING.

In the list of users, an icon is displayed on the left to show whether each user is currently active or inactive.

Example:

Active User
Inactive User

New password

Password information

A password is required to access VISUAL PLANNING.

When a new user is created or a user's password is reset, there will be no password upon first connection.

The password is a user's responsibility. When the user access VISUAL PLANNING for the first time, he will be able to connect by leaving the 'password' field blank and will be asked to select a new password.

Passwords are case-sensitive in VISUAL PLANNING.

To modify the password, on the Quick access bar, click on Preferences then Change password:

A following window will appear:

The user should fill the fields with the new password.

New password information

You can ask a user to change his password by checking this box.

In this case, at the next logon, the user must enter their old password, then a window will open asking for a new password:

Full name

This characteristic is optional and allows to precise the full name of the user.

E-mail

This characteristic is optional and allows to precise the e-mail of the user. This is required for manual sending email from an event. (cf. Sending an e-mail from an event)

Mobile phone

This characteristic is optional and allows to precise the mobile phone of the user.

Office phone

This characteristic is optional and allows to precise the office phone of the user.

Groups

This characteristic is optional and allows to precise the groups of the user.

Licenses

It concerns the visualization and / or the modification of the license(s) of the user.

Modify a user

In the admin center, to modify a user, click on the Users button:

Then right-click on the user > Modify (or double-click on the user). (cf. Create a user)

It is not possible to cancel the modification of a user.

Delete a user

In the admin center, to delete a user, click on the Users button:

Then right-click on the user > Delete.

It is not possible to cancel the deletion of a user.

Temporarily, a user can be inactivated. (cf. Activated).

LDAP Authentification

This function is designed for companies using a LDAP (Lightweight Directory Access Protocol) directory server, which contains the logins and the passwords of the whole users of computer applications.

If VISUAL PLANNING is connected to this directory, the authentication of the users on VISUAL PLANNING will be automatically made using this directory.

The VISUAL PLANNING users logins must be the same as the LDAP logins.

However, the passwords should not be created or modified in the ADMIN CENTER. They will be seized by the users when they connect to VISUAL PLANNING, and they will be automatically authenticated (or rejected) by the directory.

By choosing in the Planner menu > LDAP:

The following window will appear:

Then fill in the following characteristics:

Activated

This check box activate or inactivate the authentication of the users of VISUAL PLANNING with a LDAP protocol.

Protocol

Choose into the list the type of protocol:

  • LDAP.
  • Active Directory.

Host

It is the IP address or the name of the machine on which the LDAP server is.

It is also possible to precise the port and if the SSL protocol is used or not.

Root DN

It is the login on the chosen Domain Name.

Password

It is the password on the chosen Domain Name.

Base DN

It concerns the Domain Name where VISUAL PLANNING finds the users. This domain represents a subgroup into the hierarchy of the possible users.

OK

If the connection is established and if the option is activated, every user that connects on VISUAL PLANNING, if the login is recognized into the LDAP directory, defined in the ADMIN CENTER, will have his password identified by this directory, without any intervention of the administrator.

Import users

It is possible to import the users by using an external file.

Requirements

Case 1: *.TXT format. The column separator must be the tabulation (TAB) character and the first line containing the name of the columns is not required.

In order, the required columns are:

  • Column 1: The user Full Name.

The optional columns are:

  • Column 2: The Full name of the user.
  • Column 3: The Email address.
  • Column 4: The mobile phone number.
  • Column 5: The phone number.

The password can not be imported.

Remark: Repeated Importations

If case of successive imports of users:

  • The existing users will not be duplicated or modified.
  • The non existing users will be created.
  • The deletion of users is not managed by the importation, and must be manually done.

Case 2: *.CSV Format : You must have column NAME containing user logins and the following optional columns (separated by semicolons):

  • FULLNAME: User complete name.
  • PHONE: User telephone number.
  • MOBILE: User cellphone.
  • EMAIL: User mail.
  • GROUPS: User groups (separated by commas).
  • LICENSES: User licences Licences (separated by commas).

If the user still exist and his group is different in the import file this one will be modified in VISUAL PLANNING.

Launch the import

In the admin center, to modify a user, click on the Users button:

Then Right-Click > Import users.

Choose the *.TXT file to import, and click on Open.

Connected users

List the connected users

You can view a list of connected users on a given schedule.

To do this, in the ADMIN CENTER, click the button Planners:

Then Right click on the planning > Show connected users.

The following window will appear:

Disconnect users

It is possible to disconnect the connected users.

To do this, in the ADMIN CENTER, click the button Planners:

Then Right click on the planning > Disconnect users.

The following window will appear:

It is possible to enter a message to the users before their disconnection.

Block access

It is possible to block the access to the non-administration users.

To do this, in the ADMIN CENTER, click the button Planners:

Then Right click on the planning > Modify.

Check the box Block access, then click OK.

The following window will appear:

It is possible to enter a message to the users before their disconnection.

Example of disconnection message:

Visual Planning is down for maintenance. Please check back again soon.

c.f. Block access

Connection histories

It is possible to show the connection history.

To do this, in the ADMIN CENTER, click the button Planners:

Then, Right click on the planning > Connection history.

The following window will appear:

Then it is possible to define the start and the end of time period.

The start and end of the period are defined the same way.

It is possible to define time periods with:

  • Relative Start and End.
  • Fixed Start and End.
  • Fixed Start and Relative End.
  • Relative Start and Fixed End.
Fixed Date

In this case, it is necessary to specify a date and hour.

This date is independent of when the time period is used.

Relative value

In this case, it is necessary to define a date on when the time period is used.

Each rolling period is defined as:

  • A Relative value : A number. The reference period is represented by the number 0.
  • A Relative unit : Hour, Day, Week, Month…

Examples :

Time periods Current date (of the functionality date of use) Signification
The fixed date of 21/01/2011 whatever the current date always means the 21/01/2011
The relative value 1 day at the date of 31/12/2011 means the 31/12/2011
The relative value 1 day at the date of 02/01/2012 means the 02/01/2012

The information described the elements modified ​​by the user. To appear, these items must not have been subsequent changed.

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