Administration of Visual Planning

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ADMINISTRATION: FILE STORAGE

 

VISUAL PLANNING’s default configuration stores all files from attachment headings in “file downloading” in the “documents” directory of the VISUAL PLANNING server.

However the storage space for these files can be personalized. They can be stored:

  • On the VISUAL PLANNING server in another directory,
  • On DropBox,
  • On Google Drive,
  • On OneDrive.

It is not possible to configure several different storage spaces according to the attachment heading. This is because all the “in file downloading” attachment headings will store the files they contain in the same storage space.

Caution

If you have already used your attachment headings to store files on the VISUAL PLANNING server, these files will not be automatically transferred to your new storage space. The administrator must transfer the files manually from one space to another so that the user can access them. Any files that have not been transferred to the new storage space will not be accessible for users of the planner.

CONFIGURATION

 

File storage is configured in the Admin center. In the menu, choose “Document storage settings” and choose your storage space.

admin-parametres-stockage

VISUAL PLANNING Server

 

Click on Documents storage settings > Internal.

Type in the storage path for your files on the VISUAL PLANNING server.

DROPBOX

To open your DropBox account, you must first have an e-mail address.

 

Registration

To register, go to https://www.dropbox.com/register

admin-dropbox

You can register with a Google account (GMAIL) or any other account.

  • For a Google account (GMAIL), choose “Sign up for free with Google”.
  • For any other type of account, fill in the data input fields on the page (First name / Last name / E-mail / Password), check the box to accept the conditions of use and register.

 

Downloading DropBox (optional step)

 

The following page appears:

vp7_en_stockage_dropbox_telechargement

Downloading of DropBox is optional. It will only be useful if you want to synchronize the content of DropBox with a local directory.

You can then continue or exit.

In either case, registration is now complete at this level.

 

Creating an application

Type in the following URL: https://www.dropbox.com/developers/apps/create

Click on Send e-mail for verification to verify your e-mail address and finalize the registration.

vp7_en_stockage_dropbox_verification_mail

In the e-mail you received, click on Validate your e-mail address.

The following page appears:

admin-dropbox-creer-api

Choose an API.

admin-dropbox-choix-api

Choose how the application has access to DropBox.

admin-choix-type-acces

Give the application a name (e.g. STILOG).

admin-dropbox-choix-nom

Accept the conditions.

vp7_fr_stockage_dropbox_conditions

Click on: vp7_fr_stockage_dropbox_creation

 

Generate the Access Token.

Once the application is created, the following page appears.

In the Generate Access Token heading, click on Generate.

admin-dropbox-generer

The generated key looks like this:

admin-dropbox-acces-token

Important

This key must be kept in a safe place.

Enable the storage space in VISUAL PLANNING

Log into the Admin Center and click on Storage configuration > DropBox.

Do a copy/paste of the Access Token obtained in the previous step.

admin-dropbox-inserer-token

GOOGLE DRIVE

To open your Google Drive account, you must first have a Google address (GMAIL).

 

Logging into a Google account (GMAIL)

Log into a Google account (GMAIL).

vp7_en_stockage_gdrive_connexion

Creating an application

 

Type in the following URL: https://console.developers.google.com/project.

The project creation page is displayed, click on Create a project or New project:

gdrive-creer-projet

Type in a project name, modify the ID and then click on Create.

gdrive-nommer-projet

Creating a project and a key

 

The following window opens and the project name is displayed top left.

In the API and services menu, select OAuth authorization screen.

gdrive-ecran-oauth

In the window displayed, select Internal if your organization uses G-suite, otherwiseExternal for users with a Google account. Now click on Create.

gdrive-user-type

In the window displayed, enter an Application name (free text) along with the necessary information, then click on Save.

gdrive-info-app

In the API and services menu, choose Credentials.

-gdrive-identifiants

Click on Create Credentials, then on OAuth client ID:

gdrive-creer-identifiant

Choose Desktop app for example, give the client ID a name (free text), click on Create then OK to display the page of IDs.

gdrive-app-bureau
gdrive-id-oauth

 

Click on the -bouton-telecharger-json button to download the “.json” file.

The file is downloaded in the downloads directory associated with the browser.

gdrive-fichier-json

Important

Save this file in a safe place.

Enable the API

 

Click on Library.

In the search bar, type in Drive then click on Google Drive API.

gdrive-bibliotheque
vp7_en_stockage_gdrive_api_2

Enable the API by clicking on Enable.

gdrive-activer-api

Enable the storage space in VISUAL PLANNING

Log into the Admin Center and click on Storage configuration > DropBox.

Copy/paste the content of the “.json” file obtained in step 3.

admin-google-drive-access

OneDrive

To benefit from a OneDrive space, you must have a Microsoft account.

 

Access the Microsoft portal.

Type in the following URL to access the Microsoft applications registration portal: https://portal.azure.com/#home

Log in using the Microsoft account.

vp7_en_stockage_onedrive_connexion

Creating an application

 

Once you are logged in, in the search bar, enter App registrations then select the App registrations option:

vp7_en_stockage_onedrive_inscription_application

The following page is displayed. Click on the New registration button to create a new application:

vp7_en_stockage_onedrive_inscription_application_accueil

In the new page displayed, type in the application name, choose the supported account types and enter the Redirect URI, which is:

http://localhost:8080/
vp7_en_stockage_onedrive_inscrire_application

Click on the Register button to complete the registration.

 

Defining permissions

In the page displayed, select the API permissions option:

vp7_en_stockage_onedrive_api_autorisees

Now click on the Add a permission button and, in the tab displayed, choose API Microsoft Graph:

vp7_en_stockage_onedrive_ajouter_autorisation
vp7_en_stockage_onedrive_api_microsft_graph

A new Request API permissions tab is displayed. Select Delegated permissions then the offline_access option:

vp7_en_stockage_onedrive_autorisation_deleguee
vp7_en_stockage_onedrive_offline_access

Click the Add permissions button to finalize the operation.

Repeat this operation by clicking on Add a permission again, then, this time, select Application permissions then select the Files option and check Files.ReadWrite.All:

vp7_en_stockage_onedrive_autorisation_application
vp7_en_stockage_onedrive_files

Click the Add permissions button to finalize the operation.

vp7_en_stockage_onedrive_api_autorisees_final

Defining the application password

 

In the Manage menu, click on Certificates & secrets then, in the new tab, click on New client secret:

vp7_en_stockage_onedrive_gerer_certificats_secrets
vp7_en_stockage_onedrive_secrets_clients

Enter a description, choose an expiry date then validate by clicking on the Add button.

vp7_en_stockage_onedrive_secrets_clients_ajouter

The value of the new client secret should now be visible.

vp7_en_stockage_onedrive_secrets_clients_valeur

Caution

Copy the value of this new client secret. You will no longer be able to retrieve it once you have performed another operation or closed the panel.

In the application’s Overview panel, retrieve the value of the Client_id

vp7_en_stockage_onedrive_client_id

Enable the storage space in VISUAL PLANNING

Log into the Admin Center and click on Storage configuration > OneDrive.

The ID key to be used in VISUAL PLANNING takes the form client_id;client_secret, where the two values are separated by a semi-colon (;).

Enter the values obtained in the previous steps in the editing window.

admin-onedrive-acces
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