Contents

1. Admin Center
ACCESS
Starting the Admin Center application
General Settings
Home page
Client
Application
VPPortal
Password Configuration
SAML2
Enable for Visual Planning
Enable for VPPortal
SP
IdP
LDAP
Configuration
Import users
External access configuration
Database Request
File storage and document browser
Show server statistics
Show server logs
Add
Export
Import
2. License management
License types
Named licenses
Floating licenses
License characteristics
Creating a license
Changing a license
Adding a description to a license
Assigning users to a license
Updating a license
Deleting a license
3. Services management
DEFINITION
CHARACTERISTICS OF SERVICES
Viewing of services
Starting the service
Stopping the service
E-MAIL SENDING SERVICE
Name
Description
Automatic start
IMPORT/EXPORT SERVICE
Name
Description
Automatic start
AUTOMATIC BACKUP SERVICE
Name
Description
Automatic start
Backup directory
Start time
Number of days archived
Sending mail
Sender
Recipients
4. Module Management
DEFINITION
ADMINISTRATION
Viewing the modules
Installing a module
Defining a module's administrators
5. User Management
DEFINITION
ADMINISTRATION
Viewing of users
Creating a user
Modifying a user
Deleting a user
Send e-mail
Import users
6. Group management
Group management actors
Group characteristics
Creating a group
Name
Description
Assignment
Changing a group
Deleting a group
Send e-mail
7. Planner management
DEFINITION
8. Management of VP ONE planners
DEFINITION
ADMINISTRATION
Viewing planners
Creating a planner
Importing a planner
Planner Export
Deleting a planner
9. Permission management
DEFINITION
ADMINISTRATION
Viewing planner permissions
Assigning a user group to a planner
Creating a permission
Changing a permission
Duplicating a permission
Deleting a permission
Enabling permissions
TYPES OF PERMISSIONS
Read-only Permissions
Administration Permissions
Permissions on dimensions
Permissions on the valuation items
Permissions on the workflows
Permissions on event exports
Permissions on the predefined views
Permissions on event editors
Permissions on workloads
Permissions on resource filters
Permissions on the dimensions' resources
Permissions on events
10. Display of the log
DEFINITION
USE
Display of the Client Log
Display of the Admin Center Client Log
Display of the Server Log
11. File storage
DEFINITION
CONFIGURATION
VISUAL PLANNING Server
DROPBOX
GOOGLE DRIVE
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