Contents

General introduction
1. Why use VISUAL PLANNING
UNIVERSALITY
FACILITY OF USE ON A DAY TO DAY BASIS
COLLABORATIVE WORK
DECISION MAKING SUPPORT
MULTIPLE OPERATING SYSTEMS
2. Basic concepts and definitions
MAIN WINDOW
Resources
Headings
Schedule
Calendars
Events
Event properties
Notes
Forms
Valorizations
Management functions
Filters
Control totals
Workloads
Events reports
Constraints
Link between events
Workflows
3. Configuration
DEFINITION
PRECAUTIONS
Functions impacted by configuration modifications
Functions non impacted by configuration modifications
SUPPORT SERVICES
4. Multi-user management
MULTI-USER MANAGEMENT
VERSION ONE
ENTERPRISE VERSION
SHARING SCHEDULES IN REAL-TIME
ACCESS RIGHT MANAGEMENT
5. Scheduling templates
DEFINITION
USE
Creation of a new model
Use of a template to create a schedule
LIST OF TEMPLATES PROVIDED
6. Taking ownership
Run VISUAL PLANNING
VISUAL PLANNING ONE
VISUAL PLANNING ENTERPRISE
Open an existing schedule
Open a recent schedule
Create a new schedule
7. General information covering the User Interface
USING THE MOUSE
Drag and Drop
Right click
Left click
Double click
Keyboard-mouse combinations
MULTIPLE SELECTIONS AND OPERATIONS
COMMAND AND INFORMATION BARS
Quick Access Bar
Menu Bar
Status bar
Installing and updating VISUAL PLANNING ONE
1. Technical prerequisites
VISUAL PLANNING ONE
2. Installing VP ONE
INTRODUCTION
MINIMUM CONFIGURATION
INSTALLATION
UNINSTALLING
3. Major updates of VP ONE
INTRODUCTION
PREREQUISITES
MIGRATING FROM 5.X to 6
MIGRATING FROM 4.X to 6
4. Minor updates of VP ONE
INTRODUCTION
PREREQUISITES
DOWNLOADS
INSTALLATION
Installing and updating VP ENTERPRISE
1. Technical prerequisites
INTRODUCTION
VISUAL PLANNING ENTERPRISE
The Workstations
The Server
The Network
VPGO
2. Visual Planning Application Architecture
INTRODUCTION
ARCHITECTURE
BASE IMPLEMENTATION
APPLICATION BRICKS
B1 Brick
B2 Brick: J2EE Server
B3 Brick: VPlanning Application
B4 Brick: Database Management System
B5 Brick: External Authentication Server (optional)
3. Installing VP ENTERPRISE
INTRODUCTION
TECHNICAL PREREQUISITES
INSTALLING THE DBMS
MySQL
SQLSERVER
ORACLE
INSTALLING THE APPLICATION SERVER
Installing with the complete package
Installing on an existing J2EE application server
Connecting to the DBMS
SQL Server
MySQL
Oracle
MS Access
PostgreSQL
MariaDB
ACTIVATING THE LICENSES
Correct configuration
Incorrect configuration
4. Major updates of VP ENTERPRISE
INTRODUCTION
PREREQUISITES
MIGRATING FROM 5.X to 6
Migrating with the complete package
Migrating from an existing J2EE server
MIGRATING FROM 4.X to 6
5. Minor updates of VP ENTERPRISE
DEFINITION
PREREQUISITES
DOWNLOADS
INSTALLATION
6. Uninstalling VP ENTERPRISE
INTRODUCTION
Uninstalling VP ENTERPRISE
Structure
1. Global Settings
DEFINITION
CONTENT OF THE GENERAL SETTINGS
Structural entities
Other Entities
USE
General Settings Pane
Menu Bar
2. Dimension
DEFINITION
CONFIGURATION
Creating a dimension
Creating the dimension’s headings
Modifying a dimension
Deleting a dimension
DELETING A DIMENSION’S EVENTS
3. Forum
DEFINITION
PREREQUISITES
Technical prerequisites
CONFIGURATION
Rights management
Enabling a forum
Disabling a forum
USE
Visualization
Entering a text message
Deleting a text message
Forum history
4. Icon
DEFINITION
CONFIGURATION
Predefined icons
Icon generated by a heading
USE
Modifying a resource’s icon
Modifying a resource’s icon by drag’n’drop
Saving an icon
Viewing a resource’s icon
Viewing an event’s icon
5. Display heading
DEFINITION
CONFIGURATION
Event properties
Resource type headings
Assigning a resource to an event
6. Identification heading
DEFINITION
CONFIGURATION
USE
Import of resources
Importing events.
Export resources
Exporting events
7. Form
DEFINITION
CONFIGURATION
Creating a form
Creating the form’s headings,
Assigning a form to a creation rule.
Modifying a form
Deleting a form
USE
Entering the values of an event’s form
Assigning a form to an event
Visualization
8. Heading
DEFINITION
CONFIGURATION
Creating a heading
Duplicating a heading
Modifying a heading
Deleting a heading.
USE
Visual information
Search and filter criteria
Sorting criteria
Use in event valuations
Use as control thresholds
Identification heading
Display heading
Uniqueness of headings
9. Attachment type Heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment
10. Boolean type Heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assigning a value
Direct modification of values
Search and filter criteria
11. Barcode heading type
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
12. Counter type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Creating a resource or an event
Resetting a counter
13. Calculated date heading
DEFINITION
Case of the dimension heading
Case of the form heading
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Inclusion in the Operation type of heading
Use by other functionalities
14. Date Hour type of heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
15. Distance heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Creating an event
Calculate the distance
16. GeoLocation heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Visualization of the position
Assigning/modifying/deleting a value in localization headings
17. Unique Choice List heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Creating/modifying/deleting a value
18. Password heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
19. Numerical type of heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
Use as Threshold
Use by the Operation type of heading
Display of totals in a Resources View
20. Operation type heading
DEFINITION
Case of the dimension heading
Case of the form heading
FUNCTIONAL PREREQUISITES
Form
Dimension: non persistent heading
Dimension: persistent heading
CONFIGURATION
Creating a Duration Operation heading
Creating a Formula Operation heading
Modifying a heading
Deleting a heading.
USE
Visualization
calculation
Color of resources
Threshold constraints
Inclusion in the other Operation type headings
Display of totals in a Resources View
Use by other functionalities
21. Resource type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Assign to a resource
Associate to events
Resource modification
22. Signature type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Use in filters
23. Text type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Verification of the format
Direct modification of values
24. Multi-line text type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Direct modification of values
25. Control column Heading
DEFINITION
CONFIGURATION
Creating a dimension heading
Creating a form heading
Modifying a heading
Deleting a heading.
USE
Visualization
Color of resources
Threshold constraints
Inclusion in the Operation type of heading
Display of totals in a Resources View
Use by other functionalities
26. Events values heading
DEFINITION
CONFIGURATION
Creating an Events Values heading
Modifying a heading
Deleting a heading.
USE
Visualization
Modifying an event
Modification of the heading value
Use by other functionalities
27. Persistent headings
DEFINITION
USE
28. Calendars
DEFINITION
CONFIGURATION
USE
Visualization
Drag-dropping events
Calculation of event duration
29. Period Types
DEFINITION
CONFIGURATION
Creating a period type
Modification of a period type
Deleting a period type
ASSIGNMENT
Assigning to an hourly template
Assigning to a daily template
Assigning to a planner template
30. Hourly template
DEFINITION
CONFIGURATION
Creating an hourly template
Modifying an hourly template
Deleting an hourly template
USE
Assigning to an hourly calendar
31. Hourly calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating an hourly calendar
Creating a non-worked hourly calendar
Modifying a hourly calendar
Deleting an hourly calendar
USE
Assigning an hourly calendar to a dimension
Assigning an hourly calendar to a resource
Assigning an hourly calendar to a creation rule
32. Daily template
DEFINITION
CONFIGURATION
Creating a daily template
Modifying a daily template
Deleting a daily template
USE
Assigning to a daily calendar
33. Daily Calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating a daily calendar
Deleting a daily calendar
Modifying a daily calendar
USE
Assigning a daily calendar to a dimension
Assigning a daily calendar to a resource
Assigning a daily calendar to a creation rule
34. Time Period
DEFINITION
CONFIGURATION
List of default predefined time periods
Creating a new time period
Duplicating a time period
Modifying a time period
Deleting a time period
USE
Events filter
Control Column and Events Values
Use by other functionalities
35. Valuation Item
DEFINITION
CONFIGURATION
Creating a valuation item
Assigning an item to a creation rule
Modifying a valuation item
Deleting a valuation item
USE
Entering valuation item values
Assigning an item to an event
Visualization
Adding a coefficient according to the period type
Recalculating a valuation item
Valuation item calculation method
Use by other functionalities
36. Creation rule
DEFINITION
CONFIGURATION
Creating a creation rule
Modifying a rule
Deleting a rule
ASSIGNMENT
Assignment to a dimension
Assignment to a resource
USE
Creating an event
Modifying an event
37. Events hierarchy
DEFINITION
CONFIGURATION
Absence of hierarchy
Creating an event hierarchy
Modification
Deletion
USE
Creating an event
Warning messages
38. Workflows
DEFINITION
CONFIGURATION
Creating a workflow
Duplication of a workflow
Modifying a workflow
Deleting a workflow
USE
Non compliance with workflow
Visualization of workflows
Resource and Event
1. Resource
DEFINITION
CONFIGURATION
USE
Creating a resource
Complete modification of a resource
Modifying the value of a resource
Modifying the calendar for a resource
Duplication of resources
Importing a resource
Exporting a resource
Deletion of a resource
Displaying events relating to a resource
Assignment to another resource
Sorting resources
Selecting resources
Searching for resources
Resource filter
Resource forum
2. Event
DEFINITION
PROPERTIES OF AN EVENT
DATE BLOCK
COMPLETION BLOCK
RESOURCES BLOCK
LOAD BLOCK
FORM BLOCK
VALUATION BLOCK
NOTE BLOCK
LOGGING BLOCK
CONFIGURATION
USE
Creating an event
Manipulating an event
Editing data
1. Achievement
DEFINITION
CONFIGURATION
USE
Visualization
Direct modification from within the view
Modification by editing events
Use by other functionalities
2. Assignment
DEFINITION
ASSIGNMENT TO ANOTHER RESOURCE
ASSIGNING AN EVENT, DEPENDING ON AVAILABILITY
ASSIGNING AN EVENT, DEPENDING ON DISTANCE
Compute distances
Localization period
AUTOMATIC ASSIGNMENT
3. Automatic filter
DEFINITION
CONFIGURATION
USE
4. Availability
DEFINITION
5. Calendar
DEFINITION
USE
Handling
Use by other functionalities
6. Color
DEFINITION
7. Compressing events
DEFINITION
USE
8. Customized
DEFINITION
USE
Customized resource filter
Customized events filter
Customized calendar
Customized time period
9. Customized filter
DEFINITION
RENAMING A CUSTOMIZED FILTER
10. Duplication
DEFINITION
Duplication of events
Copy and Paste a selection of events
Duplicate a selection of events
Duplicate using drag and drop
Duplication of resources
Duplicate using the menu
Duplicate using drag and drop
11. Duration
DEFINITION
CONFIGURATION
Creation rules
Calendars
USE
Impact on other functionalities
Calculations for events durations
Conversion of days into hours
12. Resource filter
DEFINITION
CONFIGURATION
Creating a Resource Filter
Duplicating a Resource Filter
Modifying a Resource Filter
Deleting a resource filter
Description of type of criteria and groups
USE
USE
Use by other functionalities
13. Events filter
DEFINITION
CONFIGURATION
Creating an events filter
Duplicating an events filter
Modifying an events filter
Deleting an events filter
Description of type of criteria and groups
USE
Triggering a filter
Use by other functionalities
14. Filter
DEFINITION
FILTER TYPES
Named filter
Combined filter
Selection filters
Automatic filter
USE
Triggering a filter
15. Free Period
DEFINITION
USE
Common free period
Search dimensions
Control Total, Events Reports and load Plans
16. Go to
DEFINITION
USE
Go to a resource
Go to an event
17. Highlight
DEFINITION
USE
18. Link
DEFINITION
CONFIGURATION
Creation of a link
Modification to a link
Deleting a link
USE
Visualization
Respect links
Link information popup
Error message
19. Load
DEFINITION
CONFIGURATION
The rules of creation
USE
20. Overlap of events
DEFINITION
USE
Opening/closing an overlap
Opening/closing all overlaps
Prevention of overlaps
21. Pop-up menu
DEFINITION
RESOURCES VIEW
Pop-up menu for the header of the view
Pop-up menu for resources
SCHEDULE VIEW
Pop-up menu of the heading headers
Pop-up menu for resources
Pop-up menu for events
Context sensitive menu for the header of the schedule view
Pop-up planning menu
Pop-up menu for links
DIARY VIEW
Pop-up menu for the header of the view
Pop-up menu for events
Pop-up diary menu
EVENTS VIEW
Pop-up menu for the view
Pop-up menu for events
Pop-up menu for the heading header
GANTT EVENTS VIEW
Pop-up menu for the header of the view
Pop-up menu of the column headers
Pop-up menu for events
Pop-up menu for the header of the planning view
KANBAN EVENTS VIEW
Pop-up menu for the header of the view
Pop-up menu for events
EVENTS MAP VIEW
Pop-up menu for the header of the view
Pop-up menu for events
Context-sensitive menus of the events zone
EVENTS REPORT VIEW
Pop-up menu for the view
22. Private
DEFINITION
23. Refresh
DEFINITION
USE
Manual refresh
Automatic refresh
Common update delay
24. Repeating an event
Horizontal repeating of events
Every
Worked
Same day
Repeat until
Number of repetitions
Parameters
Worked events
Vertical repeating of events
Repeating group
Repeating a note, a formula, valuation items
Repeating events from a selection
Parameters
Selecting resources
25. Searches
DEFINITION
USE
“Search” function
Quick, “full text” search
26. Selection
DEFINITION
RESOURCES
Selecting a resource
Selecting multiple resources
Resource selection window
EVENTS
Selecting an event
Selecting multiple events
LINKS
Selecting a link
Selecting multiple links
27. Shifting
DEFINITION
USE
Drag and Drop
Properties of the event
Shift
28. Sort
DEFINITION
USE
Data sorting in table mode
Saving
Sorting elements in a list
29. Undo / Redo
DEFINITION
USE
Undo
Redo
30. Worked
DEFINITION
USE
The type of period worked
Event worked
Layout and display
1. Main Window
DEFINITION
LIST OF WINDOW ELEMENTS
Quick Access Bar
Menu Bar
Windows
Status bar
Pop-up menu
2. Menu Bar
DEFINITION
PLANNER MENU
Planner block
Printing block
Export block
Import block
Exit block
SETTINGS MENU
Windows block
Configuration block
EDIT MENU
General block
Events block
Links block
Resources block
Events Reports block
DISPLAY MENU
Configuration block
Favorite Displays block
Predefined views block
Rows block
Mode block
Resources block
Planner block
Diary block
Events Reports block
FILTERS MENU
Dimension Filters block
Events Filters block
Free Periods block
3. Quick Access Bar
DEFINITION
LIST OF FUNCTIONS
Favorite display
Refresh
Undo / Redo
Language
Change password
Display VPWhatsUP view
Weather
4. Time Bar
DEFINITION
CONFIGURATION
USE
Views
Manipulation
Cut the time bar in the Schedule and Gantt Events views
Printing
5. Smart Toolbar
DEFINITION
ENABLING
DESCRIPTION
Open
Refresh
Undo / Redo
Favorite displays
Printing
Import / Export
Global Settings
Resource filters
Events filters
Preferences
6. View
DEFINITION
CHARACTERISTICS
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
USE
Layout of views
Title bar and applied filters
Printing a view
Synchronizing views
7. Layout of views
DEFINITION
USE
Shifting a view
Superimposing views
Pinning a view
8. Resources View
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Resources tab
Printing tab
Synchronization tab
USE
Tree mode
Layout of a Resources View
Sorting resources
Printing a Resources View
Favorite display
9. Schedule View
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Events tab
Schedule tab
Resource rows tab
Workloads tab
Printing tab
Synchronization tab
USE
Tree mode
Layout of a Schedule view
Moving in the Schedule view
Sorting resources
Printing a Schedule view
Favorite display
10. Diary View
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Diary tab
Events tab
Printing tab
Synchronization tab
USE
Creating a Diary View event
Event display mode
Layout of a Diary View
Printing a Diary View
Favorite display
11. Events View
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Events List tab
Printing tab
Synchronization tab
USE
Layout of an Events view
Sorting events
Printing an Events view
Favorite display
12. Gantt Events View
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Events List tab
Planner tab
Events tab
Workloads tab
Printing tab
Synchronization tab
13. Kanban Events View
DEFINITION
DISPLAY SETTINGS
Access
Events List tab
Printing tab
Synchronization tab
14. Events Map view
DEFINITION
CONFIGURATION
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Map tab
USE
Layout of an Events Map view
Filtering displayed events
Printing an Events Map view
Favorite display
15. Events Report View
DEFINITION
CONFIGURATION
Functional prerequisite
Creating a view
Modifying a view
Deleting a view
DISPLAY SETTINGS
Access
Events Report tab
Printing tab
USE
Layout of an Events Report view
Display type of an Events Report view
Sorting the report rows
Printing an Events Report view
Favorite display
16. Favorite display
DEFINITION
USE
Creating a favorite display
Saving an existing favorite display
Selecting a favorite display
Deleting a favorite display
17. Resources Editor
DEFINITION
CONFIGURATION
Default Template
Creating a Resource Editor
Modifying a Resource Editor
Deleting a Resource Editor
Duplicating a Resource Editor
USE
Double-click on a resource
Right-click on a resource
Heading tooltips
Printing
18. Event Editor
DEFINITION
CONFIGURATION
Default Template
Creating an event editor
Modifying an event editor
Deleting an event editor
Duplicating an event editor
USE
Assigning to a creation rule
Opening the editor
Printing an editor
19. Tooltip
Definition
Events tooltip
Link information popup
Data tooltip for workloads
Resource rows tooltip
Headings tooltip
VALUES TOOLTIP
TOOLTIP FOR RESOURCE ROW HEADERS
20. Time scale
DEFINITION
SCHEDULE VIEW
DIARY VIEW
GANTT EVENTS VIEW
USE
Viewing the time scale
Modifying the time scale
21. Color map
DEFINITION
USE
Quick map
Color wheel
Color map
LINKED CONCEPTS
22. Highlighting
DEFINITION
USE
Notifications and Reporting
1. Constraints
DEFINITION
2. Target constraint
DEFINITION
CONFIGURATION
Creation of a target constraint
Modification of a target constraint
Activation/deactivation
Deleting a target constraint
USE
Constraint respected
Constraint not respected
Event marking
3. Coherency constraint
DEFINITION
CONFIGURATION
Creating a Coherency Constraint
Modifying a coherency constraint
Activation/deactivation
Deleting a coherency constraint
USE
Constraint respected
Constraint not respected
Event marking
4. Time gap constraint
DEFINITION
CONFIGURATION
Creating a new time gap constraint
Modifying a time gap constraint
Activation/deactivation
Deleting a time gap constraint
USE
Constraint respected
Constraint not respected
Event marking
5. Workload
DEFINITION
CONFIGURATION
Creation of a workload
Modification of a workload
Deleting a workload
USE
Display settings
Display/hide load plans
Choosing a display
Exporting workloads
Data tooltip for workloads
VPPORTAL display
6. Events Report
DEFINITION
CONFIGURATION
Creating an events report
Editing an events report
Deleting an events report
USE
Displaying an events report
Use of standardized filters
Favorite display
Exporting an events report
Copy and Paste to a text editor
VPPORTAL display
7. Thresholds
DEFINITION
CONFIGURATION
Setting thresholds
Display remainder
Display as percentage
USE
Visualization
Use by other functionalities
Importing Exporting and Publishing data
1. Importing resources
DEFINITION
CONFIGURATION
Create an import context
Definition of the import context
Modification to an import context
Delete an import context
Amalgamation of values (snowballing)
USE
2. Importing events
DEFINITION
CONFIGURATION
Create an import context
Definition of the import context
Modification to an import context
Delete an import context
Amalgamation of values (snowballing)
USE
3. Import of resources or events from a mailbox
DEFINITION
PREREQUISITES
Technical prerequisites
Functional prerequisite
CONFIGURATION
Defining the import URL
Creating the import context
Definition of the import context
USE
4. Resources export
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Create an export context
Definition of the export context
Modification of an export context
Deleting an export context
USE
Trigger
Event markings
Export to multiple imports
5. Exporting Events
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Create an export context
Definition of the export context
Modification of an export context
Deleting an export context
USE
Trigger
Event markings
Export to multiple imports
6. Export events report
DEFINITION
PREREQUISITES
CONFIGURATION
USE
Triggering an export event report
Export report
Triggering an events report export using a URL
7. Import/Export triggers
DEFINITION
PREREQUISITES
LIST OF TRIGGERS
Manual
Service
Automatic
URL
FTP and WebDAV
Chains
Import of an export or export of an import
8. Data types
IMPORT/EXPORT WITH MySQL OR MariaDB
IMPORT/EXPORT WITH SQLSERVER
IMPORT/EXPORT WITH ORACLE
NOTES
Columns not permitted to be left blank
Format not accepted
Character chain
Format incompatible
Tips for data imports
9. Printing
DEFINITION
10. Printing a view
DEFINITION
CONFIGURATION
Page layout
Preview
USE
Print
PDF
11. Printing an event
DEFINITION
CONFIGURATION
Preview
USE
Starting a hardcopy print job
Creation of a PDF file
12. Printing a resource
DEFINITION
CONFIGURATION
Preview
USE
Starting a hardcopy print job
Creation of a PDF file
Modules
1. Geolocation
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
Creating a key for Google Maps
Creating a key for HereWeGo
CONFIGURATION
Prerequisites
Configuration
USE
View location
View routing
Assignment
Calculate the distance
Distance
Scheduling of events
2. RSS Feed
DEFINITION
TECHNICAL PREREQUISITES
CONFIGURATION
Creating an RSS FEED
Modifying an RSS FEED
Deleting an RSS FEED
USE
Displaying the URL
Distribution
3. Send SMS
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
DEFINING ADMINISTRATORS
CONFIGURATION
Configuration of the Send SMS server
Configuration of the Send SMS context
USE
Manual sending of an SMS
Send using Mail to SMS
4. Sending e-mails
DEFINITION
SENDING E-MAIL FROM A RESOURCE
DEFINITION
PREREQUISITES
CONFIGURATION
USE
SENDING AN E-MAIL FROM AN EVENT
Prerequisites
Defining administrators
Configuring an e-mail template
Configuring the SMTP server
Manual sending of e-mail
Automatic sending of e-mail
5. VPPublipost mail merge
DEFINITION
Using Word
Using Pentaho
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Creating a mail merge template
Modifying a mail merge template
Deleting a mail merge template
USE
6. VPWhatsUp
DEFINITION
CONFIGURATION
Creating a VPWhatsUP discussion
Modifying a discussion
Deleting a discussion
USE
Visualization
New items in a discussion
Entering a text
Share a resource via the discussion
Share an event via the discussion
Discussion history
7. Web Calendars
DEFINITION
TECHNICAL PREREQUISITES
INSTALLATION
CONFIGURATION
Creating a publication
Modifying a publication
Deleting a publication
USE
Displaying the URL
Reading the calendar
VPORTAL
1. DEFINITION
2. TECHNICAL PREREQUISITES
3. INSTALLATION
4. DEFINITION OF USERS
Users
Administrators
5. CONFIGURATION
SETTINGS
Description
Display menu on the left
Login dimension
Terms of use heading
Terms of use text
CHANGING THE PASSWORD
TAB ORDER
CREATING A VPPORTAL TEMPLATE
Creating a Diary template
Creating a Planner template
Creating an Events List template
Creating a Resources List template
Creating an Events Report template
MODIFYING A VPPORTAL TEMPLATE
DELETING A VPPORTAL TEMPLATE
INPUT EDITORS
Events Editors
Resources Editors
6. USE
ACCESS TO VPPORTAL
VPPORTAL LANGUAGE
LOGGING IN/OUT
CHOOSING A TEMPLATE
USING A DIARY TEMPLATE
Consulting a Diary
Editing an event
Creating an event
USING A PLANNER TEMPLATE
Consulting a Planner
Editing an event
Creating an event
USING AN EVENTS LIST TEMPLATE
Consulting an events list
Editing an event
Creating an event
USING AN RESOURCE LIST TEMPLATE
Consulting a resource list
Editing a resource
Creating a resource
In the case of the "Attachment” heading
USING AN EVENTS REPORT TEMPLATE
SPECIAL CASES
Workloads
Managing child events
Attachment heading
Display = Image album
VPGO
1. Configuring VPGO
SETTINGS
Description
Short description
Login dimension
User profile headings
Terms of use heading
Terms of use text
CHANGING THE PASSWORD
TAB ORDER
MANAGING CHILD EVENTS
CREATING A VPGO TEMPLATE
Creating a Diary template
Creating an Events List template
Creating a Resources List template
EDITING A VPGO TEMPLATE
DUPLICATING A VPGO TEMPLATE
DELETING A VPGO TEMPLATE
CREATING AN INPUT EDITOR
Creating a resource editor
Creating an event editor
2. Using VPGO
Downloading the VPGO app
Adding a planner to VPGO
Adding a planner manually
Choosing the language
Connecting to the schedule
Attachments
Fingerprint
Storage
Choosing a template
Using VPGO templates
Diary template
Events list template
Resources list template
Special cases
Geolocation heading
Attachment heading
Use in offline mode
Creating and editing an event
Creating and editing a resource
VPDESK
1. DESCRIPTION
2. INSTALLATION
3. ADDING NEW SCHEDULES
4. USE
Execute a schedule
Execute by right-clicking on the server name
Execute by right-clicking on the schedule name
By double-clicking on the schedule name
Create a short-cut on the desktop
By right-clicking on the server name
By right-clicking on the schedule name
Delete from the list
Set background image
5. UPDATE
6. UNINSTALLING
Administration
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. Management of VP ENTERPRISE planners
DEFINITION
ADMINISTRATION
Viewing planners
Creating a planner
Modifying a planner
Deleting a planner
Restore a planner
Planner Export
Display export URL
Configuration
Log out users
Logged in users
Login history
Send e-mail
10. 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
11. Display of the log
DEFINITION
USE
Display of the Client Log
Display of the Admin Center Client Log
Display of the Server Log
12. File storage
DEFINITION
CONFIGURATION
VISUAL PLANNING Server
DROPBOX
GOOGLE DRIVE
ghostghostghostghostghost
loading table of contents...