Administration of Visual Planning

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ADMIN CENTER: GENERAL SETTINGS

 

To access General Settings menu click on the button admin-bouton-parametres.

The General Settings entry allows you to define the values of a set of parameters:

admin-parametres-generaux

Home page

 

Title

Use this field to change the title of the VISUAL PLANNING home page.

 

Icon

Use this field to change the Client button icon in the VISUAL PLANNING portal.

 

Application name

This field is used to change the name of the Client button in the VISUAL PLANNING portal.

 

Description

Use this field to personalize the home page by means of an editor. You can use html code if you wish.

 

Show icon ‘Visual Planning’

Disable this button to hide the display of the Visual Planning icon in the home page.

 

Show icon ‘Admin Center

Disable this button to hide the display of the Admin Center icon in the home page.

 

Show icon ‘VPGo

Disable this button to hide the display of the VPGo icon on the home page.

 

Show icon ‘VPPortal

Disable this button to hide the display of the VPPortal icon on the home page.

 

Color theme

This field enables you to choose the color in which the home page is displayed.

 

Client

 

Show home wallpaper

This field is used to select the background image displayed when you open Admin Center.

There are two possibilities:

  • Auto: the home page background images change randomly each time you log into the Admin Center
  • Custom: select an image that will be used as the background image each time you log into the Admin Center. By selecting this option, the following window is displayed in which you can choose the background image:

admin-choix-fichiers

Refresh delay

Use this characteristic to specify the refresh time limit of client workstations in minutes.

If the value is -1, the time limit is specified for each workstation.

 

Desktop Shortcuts

By enabling this button, VISUAL PLANNING will create shortcuts to the application on users’ desktops the first time the application is launched.

 

Clients verbose log

Enable this button to enable verbose log mode on each user’s client workstations.

 

Lock timeout

This characteristic specifies the session locking time limit if the user performs no action.

If the value is -1, no locking time limit is specified. Application will not be locked.

If a time limit is chosen, the screen will display a window to log in once more. You must then type in the password again.

ecran-verouille

Application

 

Language server

Use this field to select the server language. If no language is selected, VISUAL PLANNING automatically uses the installation server’s language.

 

Multi-language

By enabling this button, multi-language management of entities is possible and it will be possible to define a value per language for each entity concerned.

This option is enabled for an entire VISUAL PLANNING installation and requires a restart of the application in order to take effect.

This option will be taken into account in the rich client. The v7_adm_en_parametres_generaux_symbole_multilangue button will be visible next to each entity that can be internationalized.

Each time the server language is changed, the value entered in the chosen language will appear in the rich client for the entities concerned.

By default, the language taken into account will be English or the language of the server if no value has been entered for the other languages.

The entities of VISUAL PLANNING concerned by the internationalization are the following :

 

  • Calendars
  • Hourly and Daily Templates
  • Dimensions
  • Forms
  • Events hierarchy
  • Valuation item
  • Creation rule
  • Period types
  • Workflows
  • Events filter and resources filter
  • Favorite display
  • Constraints
  • Workload plan
  • Import/Export
  • Headings

Caution

This multi-language management cannot be activated for certain entities such as email contexts, time periods or input editors.

For VPPortal and VPGo, the values displayed will be in the server language.

Multi Timezone

Enable this button to activate multiple time zone mode.

This enables you to take customer workstation time zones into account when entering and displaying scheduled events.

 

Deny access to the ‘logs’

Enable this button to deny users access to the logs page.

 

Deny access to ‘activation’

Enable this button to deny users access to the license activation page.

 

Verbose log

Enable this button to enable the server’s verbose log.

 

Database verbose log

Enable this button to enable the the reading performance logs in the database.

It displays the execution times of SQL queries in the log file.

 

List of authorized IPs

Use this field to list all the authorized IPs to access Visual Planning.

 

Time delete logs

Use this characteristic to specify the server logs deletion time limit in days.

  • If the value is -1, no server log will be deleted;
  • If the value is 30, only server logs from the last 30 days will be kept;
  • If the value is 60, only server logs from the last 60 days will be kept.

 

WebService

 

Administrator APIKey

Generating an Administrator key for the API serves to implement the API for the creation of users associated with a group and/or license.

To do this, click on Generate.

admin-webservice-APIkey

In the window displayed, click on Yes to generate.

The key is then generated and can be used.

 

VPPortal

 

Title

Use this field to change the title of the VPPORTAL home page.

 

Force schedule

By default the user can choose the planner they want to log into from the list of existing planners.

Use the “Force schedule” field to force users to log into a single planner in VPPORTAL mode.

 

Description

Use this field to personalize the VPPORTAL home page header by means of an editor. You can use html code if you wish.

 

Skin

Use this field to change the skin of the VPPORTAL home page. You can choose from among the themes shown in the list.

If the selected skin is “Custom-simple”, you will be able to choose a main color and a selection color below.

If the selected skin is “Custom-extern”, you will be able to customize the skin via a URL provided by VISUAL PLANNING to perform the changes.

 

Case with Custom-extern

“Custom-extern” lets you customize the VPPortal skin from a compatible CSS saved beforehand.

 

Modifying the CSS

To modify the CSS, you must use the Kendo UI ThemeBuilder module. To do so, go to the following page: https://demos.telerik.com/kendo-ui/themebuilder/.

Predefined themes are available here. You can also customize the theme.

Once you have your final theme, click on the bouton-telecharger-theme button to download and save it. A .zip file will then be generated. You must extract the files from this .zip.

 

Adding the CSS in the Admin Center

In the Admin Center, once the Custom-extern skin has been selected, the following window is displayed.

admin-choix-fichier-pc

Select the CSS file and click on Open.

Close the window to validate your changes.

 

Main color

Define the main color of the VPPORTAL interface.

 

Selection color

Define the selection color of the VPPORTAL tabs and menus.

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