Administration of Visual Planning

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Administration

 

1. Admin Center

ACCESS

Starting the Admin Center application

GENERAL SETTINGS

Home page
Client
Application
WebService
VPPortal

PASSWORD SETTINGS

SAML2

Activated for Visual Planning
Activated for VPPortal
Activated for VPGO

SP
IdP
LDAP

Settings
Importing users

EXTERNAL ACCESS SETTINGS
DATABASE REQUEST
DOCUMENTS STORAGE SETTINGS AND DOCUMENTS NAVIGATOR
SHOW SERVER ‘STATISTICS’
SHOW SERVER ‘LOGS’
ADD
EXPORT
IMPORT
PERFORMANCE TESTS
DECONNECTION

2. License management

License types
Named licenses
Floating licenses
Bundle licenses
License characteristics
Creating a license
Modifying 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 services
Starting the service
Stopping the service

E-MAIL SENDING SERVICE

Name
Description
Automatic start

REMINDER 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 users
Creating a user
Modifying a user
Forgotten password
Deleting a user
Send an e-mail
Importing users
Login history

6. Group management

Group management actors
Group characteristics
Creating a group
Name
Description
Assignment
Changing a group
Deleting a group
Send an e-mail

7. 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
Planner setting
Disconnect users
Logged in users
Login history
Data statistics
Send an e-mail

8. Permission management

DEFINITION
ADMINISTRATION

Viewing planner permissions
Assigning a user group to a planner
Creating a permission
Modifying a permission
Duplicating a permission
Deleting a permission
Enabling permissions

TYPES OF PERMISSIONS

Read-only Permissions
Management Permissions
Permissions on dimensions
Permissions on the valuation items
Permissions on the workflows
Permissions on event exports
Permission on the predefined views
Permissions on event input editors
Permissions on workloads
Permissions on resource filters
Permissions on the dimensions resources
Permissions on events
Permissions on VPPORTAL models

9. Display of the log

DEFINITION
USE

Display of the Client Log
Display of the Admin Center Client Log
Display of the Server Log

10. File storage

DEFINITION
CONFIGURATION

VISUAL PLANNING Server
DROPBOX
GOOGLE DRIVE
OneDrive

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