Administration of Visual Planning

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ADMINISTRATION: Management of planners

 

In VISUAL PLANNING, planners are managed directly from the Admin Center.

You can manipulate these planners:

 

  • create them,
  • import them,
  • restore them,
  • export them,
  • delete them.

ADMINISTRATION

 

Viewing planners

 

Planners are visible directly in the Admin Center window.

admin-plannings

Creating a planner

Warning

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

To create a new planner, click on bouton-trois-points  in the planners frame > Add a planner or click on the bouton-plus button:

  • 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:

admin-creation-planning

Now specify:

  • The planner’s 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, the modification of a planner concerns:

  • the assignment of the planner’s
  • users and administrators.

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

The following window appears:

admin-modifier-planning

You can then modify its properties and validate by clicking on the OK button.

 

SETTINGS

 

Name

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

 

Description

Give the planner a description. This data is optional.

 

Planner Icon

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 the access with Visual Planning

If enabled, this button adds direct access to this planner’s rich client, VPDesk.

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

 

Publish the access with VPPortal

If enabled, this button adds 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.

 

Version

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

Note

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

Restore date

This is the most recent planner restore date.

 

Enable the SmartToolbar

If enabled, this button allows you to modify the menu bar in VISUAL PLANNING using the SmartToolbar.

Access to private data

If enabled, this button allows the “admin” user to access private data.

 

Activate Undo

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

 

Widget

This field is used to enable and display the dashboard in the schedule. The dashboard display modes are:

admin-widgets

 

  • None: the dashboard is not enabled,
  • Menu: by clicking on the button bouton-dashboardsituated at the top left corner of the screen, the dashboard will be displayed as a floating panel.
  • Pane: the dashboard will be displayed along the left side of the main screen,
  • Desktop: the dashboard will be displayed directly when the planner is started. To display the dashboard again once you have selected a favorite display, click on the button bouton-dashboardlocated at the top left corner of the screen,

Admin Users

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

 

Block access

Enable this button to log out all the planner’s users.

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

admin-bloquer-acces

Click on Validate to log out all the users.

Warning

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

Protection activated

This button is enabled if the planner permissions are enabled.

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

 

Enable deletion of history

If enabled, this button allows you to automatically delete the history of entities that were deleted more than 60 days ago.

 

Activate ‘Import/export’

Enable this checkbox if imports and/or exports will be used frequently on this planner.

Caution

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

Enable ‘Send mail’

Enable this button to launch the automatic sending of e-mails for one or more events from this planner.

Caution

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

Enable automatic backup

Enable this button to launch the automatic backup of the planner.

See Automatic backup service

Clear connection histories (by day)

You can delete login histories from a schedule depending on their age.

If the value is 0, the histories will always be retained.

 

Clear detailed histories (by day)

You can define the number of days after which the detailed histories will be deleted.

If the value is 0, the histories will always be retained.

 

Setting dimensions

Use this functionality to define the planner dimensions, referred to as Configuration dimensions.

For example, this concerns the dimensions that govern the statuses.

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

Enable URL backup

Enable this button to launch the planner’s export via a URL. To display the export URL, proceed as below.

 

Authorized Users

This field allows you to generate an Administrator key for the API that serves to implement the API for the creation of users associated with a group and/or license.

To do this, click on bouton-crayon, the following window appears :

admin-api-user
Click on the bouton-plus button and choose a user then click OK.
An APIKey is generated and can be used.

USERS/GROUPS PERMITTED

In the corresponding tab, define the list of groups and/or users with access to the schedule in read/write mode.

admin-user-group-autorises

SHOW CONNECTED USERS

In this tab, you can consult the list of users logged in to a given planner.

-admin-utilisateur-connecte

CONNECTION HISTORY

You can view the schedule’s login history in this tab.

 

admin-connexion-history

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 time period is used.

 

Relative Value

You must specify a period relative to the moment when the time period 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 (date on which the functionality is used) Meaning
The fixed date January 1, 2021, whatever the current date may be, always means January 1, 2021
The relative value 1 Day on the date December 31, 2020 means January 1, 2021
The relative value 1 Day on January 1, 2021 means 2 January 2, 2021

 

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

admin-modification-historique

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

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

admin-non-modification-historique

ENTITIES STATISTICS

 

Statistics on the numbers of the different entities for each schedule are displayed in this tab.

admin-statistique-donnees

The number of headings, resources, histories and detailed histories are available for the dimensions and the forms.

The number of events, their histories and detailed histories are displayed.

The number of public and private data and their histories are available for the other entities of the planner.

Search

This option enables you to search from among the list of all planners.

View all

This option enables you to display all planners.

This is useful if planners have been filtered previously, e.g. after a search.

Sort planners

You can sort existing planners in the Admin Center.

To do this, click on bouton-trois-points in the planner window and select Sort by.

You can sort by planner name or by most recent restore date.

admin-trier-plannings

Edit permissions

This option makes it possible to access permissions given for a schedule.

See Permissions management for further information.

Restore a planner

Restoring a planner serves to overwrite an existing planner with a planner saved in the *.VPS format while keeping the same name.

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

You can also choose to restore only the planner’s configuration; see below.

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

Restoring a schedule results in users being automatically logged out and the schedule being blocked. The schedule will be unblocked at the end of the restoration.

 

Restore from a file

The window for choosing the file to restore then opens:

admin-restaurer-planning-fichier

You must:

  • search for the planner file with the *.VPS extension,

  • select it,

  • click on Open.

The import may take a few minutes.

 

Restore from a backup

The window for choosing the backup date then opens:

v7_adm_en_planning_choix_sauvegarde

Choose the date and click on OK to start the data recovery.

 

Planner Export

 

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

 

You can also export the settings of a planner; see below. Two options are available for the planner export:

  • Export to file;
  • Export as a model

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.

admin-exporter-planning

Export into a file

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

The following window opens:

admin-exporter-planning-fichier

You must then:

  • define the path to where the *.VPS file will be saved,
  • choose a Name,
  • and click on the Save button.

 

Export as a model

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

The following window opens:

admin-exporter-planning-modele

You must then specify:

  • a Name,
  • a Description,
  • then click on the OK button.

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

Display export URL

This functionality is only active if the URL has been enabled.

To see the URL, right-click on the planner > View URL backup.

admin-show-url

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

The name of the created file will be in the following form: “Planner_name_yyyymmdd_hhmm.vps”.

Planner setting

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 > Export > Planner setting to export the configuration.

The following window appears:

admin-export-parametres

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 > Restore > Planner setting to import the configuration modifications.

The following window appears:

admin-import-parametres

Select the corresponding file and click on Open to import the configured 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 dimensionsresources have been deleted, they will be deleted in the planner. Events associated with these resources will also be deleted.

When importing a .VPI, users will be automatically logged out and the schedule will be blocked. The schedule will be unblocked at the end of the import.

Disconnect user

You can log out all a planner’s users.

To do so, right-click on the planner> Log out users. The following window appears:

admin-deconnecter-utilisateurs

Enter a message intended to warn users that they will be logged out, then click on OK.

Send mail

Use this option to send an e-mail from the Admin Center to the planner’s users. The mailer window opens with all of the users as the recipients.

Warning

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

Database Request

You can access schedule data from the Admin Center. To do this, click on the schedule > Database Request to open the following screen:

admin-database-request

Warning

It is absolutely prohibited to use any queries other than SELECT in this tool.

If data is modified in the database, the maintenance contract will be terminated.

We strongly advise you to contact the STILOG I.S.T. technical department if data manipulations are necessary.

Deleting a planner

Caution

Great care must be taken when envisaging the 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!

We advise 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:

admin-supprimer-planning
  • To confirm, click on Yes,
  • To cancel, click on No.
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