ADMINISTRATION

Viewing planners

Planners are visible directly in the Admin Center window.

Creating a planner

Warning

Only the VISUAL PLANNING general administrator can create a new planner.

To create a new planner, right-click in the planners frame" Add a planner:

  • From a vps file: Choose the planner in the window that opens;
  • based on an existing planner template: Choose the planner template.

The following window appears:

Now specify:

  • The planner Name,
  • Its Description,

Now validate by clicking on the OK button.

Modifying a planner

Modification of a planner usually concerns its settings.

In the Admin Center, modification of a planner concerns:

  • Assignments of the planner's

  • users and administrators.

This assignment is obtained by right-clicking on the planner -Modify.

The following window appears:

You can now modify its properties and validate by clicking on the Validate button.

Name

Give the planner a name, given when it was created. This name is unique to each planner.

Description

Give the planner a description. The description is optional.

Planner logo

You can associate the planner with a logo. This logo will be displayed on the VISUAL PLANNING portal if access to the planner has been allowed below.

Publish access with Visual Planning

Use this checkbox to add direct access to this planner's rich client.

A direct input on the planner is added on the VISUAL PLANNING home page.

Publish access with VPPortal

Use this checkbox to add direct access to the VPPORTAL version of this planner if the VPPORTAL settings have been configured.

A direct input on the VPPORTAL version of this planner is added on the VISUAL PLANNING home page.

Enable the SmartToolbar

Use this checkbox to modify the menu bar in VISUAL PLANNING using the SmartToolbar.

Enable deletion of history

Use this checkbox to automatically delete the history of entities deleted more than 60 days ago.

Restore date

This is the most recent planner restore date.

Access to private data

This checkbox enables the "admin" user to access private data if it is checked.

Configuration dimensions

Use this functionality to define the planner dimensions which are called Configuration dimensions.

E.g. This concerns dimensions governing the statuses.

Therefore the resources of dimensions present in this list will be modified or deleted if a configuration import is performed.

Enable Undo

Use this checkbox to enable the Undo function in the VISUAL PLANNING rich client.

Version

This is the version of the planner structure in the database.

Note

STILOG I.S.T. Technical Support may ask you for this number when performing maintenance.

Admin Users

If necessary, define the list of users with planner administrator rights.

Block access

Check this box to log out all the planner's users.

See Logged in users

A window will display enabling you to type a message that will be displayed on all the workstations where VISUAL PLANNING is open.

Click on Validate to log out all the users.

Warning

  • Once they are logged out, only the general administrator and planner administrators can log in again.
  • The planner will be grayed out in the Admin Center.

Protection enabled

This checkbox is checked if the planner permissions are enabled.

Protected planners are indicated in the list by a padlock on the planner icon.

Enable 'Import/export'

Check this checkbox if imports and/or exports have to be used frequently on this planner.

See Export by service and Import by service

Caution

Modification of this property will only take effect when the service restarts.

Enable 'Send e-mail'

Check this checkbox to enable automatic sending of e-mails from one or more events from this planner.

See Automatic sending of e-mail

Caution

Modification of this property will only take effect when the service restarts.

Enable automatic backup

Check this checkbox to enable automatic backup of the planner.

See Automatic backup service

Enable export URL

Check this checkbox to enable planner export via an URL. To display the export URL, go below.

Authorized Users/Groups

In the corresponding tab, define the list of groups and/or users that have access in read/write mode.

Deleting a planner

Caution

Great care must be taken when envisaging deletion of a planner.

Deletion of a planner is irreversible, and destroys:

  • all the data (Resources, Events, etc.),

  • the configuration,

  • the existing permissions.

We strongly recommend you check carefully that the planner in question can be deleted!

It is a good idea to make a backup of the planner beforehand (see Planner Export)

To delete a planner, right-click on the Planner > Delete.

The following warning message appears:

  • To confirm, click on Yes,

  • To cancel, click on No.

Restore a planner

Restoration of a planner overwrites an existing planner with a planner backed up in the *.VPS while keeping the same name.

You can restore a planner from a file or from an automatic backup.

To restore a planner, right-click on the planner to overwrite  > Restore > Choose the correct option.

Restore from a file

The window for choosing the file to restore then opens:

You must:

  • find the planner file with the *.VPS suffix,

  • select it,

  • then click on Open.

The import may take a few minutes.

Restore from a backup

The window for choosing the backup date then opens:

Choose and date and click on OK to start the restore.

Planner Export

To export a planner, right-click on the planner to export" Export planner.

There are then two possibilities:

  • Export in a file,

  • Export as a template.

The .VPS file contains the entire planner as well as the associated groups and their permissions.

It also contains template files for e-mail merge as well as Image files that have been downloaded onto the server.

Export in a file

To export a backup of the planner in the *.VPS file format.

The following window opens:

Then:

  • define the path where the *.VPS file will be saved,

  • choose a Name,

  • and click on the Save button.

Export as a template

To create a new planner template you can use to create a new planner.

The following window opens:

You must then specify:

  • a Name,

  • a Description,

  • and click on the Validate button.

This template is then visible when a new planner is created.

Display export URL

This functionality is only active if the URL enabling box has been checked. (See Enable export URL)

To display the planner's export URL click on this link.

To trigger export of the planner, simply copy/paste this URL into a web browser or the required functionality.

The name of the resulting file will be "Planner_name_yyyymmdd_hhmm.vps".

Configuration

In some situations, the planner may need to evolve.

For this purpose, it is recommended to modify a qualification planner before reproducing the configuration modifications in the production planner.

The configuration import/export functionality is useful in these situations.

This functionality enables you to modify the configuration in a backup copy of the planner, perform tests to verify the planner functions properly with the new configuration, and finally transfer the modifications to the production planner.

Export the configuration

After modifying the configuration and performing tests on the qualification planner, right-click on the planner > Configuration > Export to export the configuration.

The following window appears:

This will generate a .VPI file. This file contains the planner's structural entities (dimensions, forms, creation rules, creation hierarchies, etc.) as well as the dimension resources which have been defined as configuration dimensions.

Import the configuration

Once the .VPI file has been generated, right-click on the production planner > Configuration > Import to import the configuration modifications.

The following window appears:

Select the corresponding file and click on Open to import the configuration modifications into the planner.

Caution

These actions should be performed with great care.

If the structural entities no longer exist in the imported .VPI file they will be modified or even deleted.

Similarly, if the configuration dimensions' resources have been deleted, they will be deleted in the planner. Events associated with these resources will also be deleted.

Log out users

You can log out all a planner's users.

To do so, right-click on the planner" Log out users.

The following window appears:

Now enter a message for users before they are forced to log out, then click on Validate.

Logged in users

You can consult the list of users logged into a given planner.

To do so, right-click on the planner" Logged in users.

A window then opens, showing the list of users logged into the planner:

Login history

You can consult the history of logins to a given planner.

To do so, right-click on the planner" Login history

A window then opens, showing the list of users logged into the planner:

You can then specify the beginning and end of the period you want to view.

You can define periods of time:

  • with a relative Beginning and End,

  • with a fixed Beginning and End,

  • with a fixed Beginning and relative End,

  • with a relative Beginning and a fixed End.

Fixed Date

You must specify a date and time.

This date is not connected to the moment when the period of time is used.

Relative Value

You must specify a period relative to the moment when the period of time is used.

Each sliding period is defined by:

  • A Relative value: A number. The reference period is represented by the number 0.

  • A Relative unit: Time, Day, Week, Month, etc.

Examples:

Time Period

Current date (when functionality is used)

Meaning

The fixed date of1st January 2018

regardless of the current date

always means1st January 2018

The relative value 1 Day

on the date 31 December 2017

means 1st January 2018

The relative value 1 Day

on the date 1st January 2018

means 2 January 2018.

Note that by double-clicking on a session, a window as shown below is displayed if modifications were made during the session.

The described information corresponds to the modifications made by the user.

If nothing has been created / modified / deleted, the following window is displayed:

Send e-mail

Use this option to send an e-mail from the Admin Center to the planner's users. The mailer window opens, and the recipients are all users.

Warning

This option is only available if the SMTP server has been configured properly.

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