import and export, publishing - visual planning...2017/11/10 10:45 3/3 import and export, publishing...

2017/11/10 10:45 1/3 Import and Export, Publishing

VISUAL PLANNING 5.3 DOCUMENTATION - https://www.visual-planning.com/doc/

Import and Export, Publishing

DEFINITION

VISUAL PLANNING has several features input and output data to and from a planner.

TYPES OF IMPORT

Import data into a planner

Feature Source Destination Manual vs Auto

Import Resourcesfrom a *.XLS file

to a dimension Manual or Automaticala *.CSV fileor a database

Import Eventsfrom a *.XLS file

to a planner Manual or Automaticala *.CSV fileor a database

Import files

Feature Source Destination Manual vsAuto

Attachmentheading

Any types ofdocuments or web

pagesto a file server or a

URL Manual only

Import planner


Import planner form an archivefile *.VPS

to a VISUAL PLANNINGserver Manual only

https://www.visual-planning.com/doc/en/7-import_et_export/import_resources

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_de_type_attachement

https://www.visual-planning.com/doc/_detail/imagev5/network.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/_detail/imagev5/128x128.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/_detail/imagev5/server.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/en/7-import_et_export/import_events

https://www.visual-planning.com/doc/en/8-administration/gestion_des_plannings#import_planner


Last update: 2013/10/17 12:29 en:7-import_et_export:type https://www.visual-planning.com/doc/en/7-import_et_export/type

https://www.visual-planning.com/doc/ Printed on 2017/11/10 10:45

TYPES OF EXPORT

Export data from a planner


Export Resources from a dimensionto a *.XLS file,

Manual orAutomaticalto a *.CSV file

to a database

Export Events from a plannerto a *.XLS file,

Manual orAutomaticalto a *.CSV file

to a database

Export Events Report from an eventsreport view

to a *.XLS file,

Manual only

to a *.CSV file.

WEBCALENDARPUBLICATION from a planner to a *.ICAL file, Automatical only

Export a view to a *.PDF from a view to a *.PDF file Manual only

Print from a view to a printer Manual only

Sending e-mails from an event or aresource to a mailbox Manual or

Automatical1)

https://www.visual-planning.com/doc/en/7-import_et_export/export_resources

https://www.visual-planning.com/doc/en/7-import_et_export/mail

https://www.visual-planning.com/doc/en/9-modules/publication_webagendas

https://www.visual-planning.com/doc/_detail/imagev5/kghostview.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/en/7-import_et_export/impression

https://www.visual-planning.com/doc/en/7-import_et_export/export_de_rapport_d_evenements

https://www.visual-planning.com/doc/_detail/imagev5/printer.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/_detail/imagev5/korganizer.svg.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/_detail/imagev5/kchart.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/_detail/imagev5/server.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/en/9-modules/publication_webagendas

https://www.visual-planning.com/doc/en/7-import_et_export/impression_vue

https://www.visual-planning.com/doc/_detail/imagev5/kmail.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/en/7-import_et_export/export_events

https://www.visual-planning.com/doc/en/9-modules/mail_smtp

2017/11/10 10:45 3/3 Import and Export, Publishing


Export planner


Export planner from a planner to a *.VPS file Manual only

import, export1) Only with VISUAL PLANNING ENTERPRISE

From:https://www.visual-planning.com/doc/ - VISUAL PLANNING 5.3DOCUMENTATION

Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/type

Last update: 2013/10/17 12:29

https://www.visual-planning.com/doc/en/7-import_et_export/type

https://www.visual-planning.com/doc/en/8-administration/gestion_des_plannings#export_planner

https://www.visual-planning.com/doc/tag/export?do=showtag&tag=export

https://www.visual-planning.com/doc/

https://www.visual-planning.com/doc/_detail/imagev5/128x128.png?id=en:7-import_et_export:type

https://www.visual-planning.com/doc/tag/import?do=showtag&tag=import

2017/11/10 10:45 1/6 Import Resources


Import Resources

DEFINITION

The import of resources allows to import a group of resources belonging to the same dimension.

There are several types of import:

Simple insertion of new resources,●

Update of existing resources,●

Update of existing resources and insertion of new resources.●

An import of resources is made from a unique source that can be:

A *.CSV file●

A *.XLS or *.XLSX sheet (or tab),●

A table or a view of a Database:●

MYSQL,❍

ORACLE,❍

SQLSERVER,❍

or MSACCESS.❍

SETTINGS

It is required to save context settings before use. (c.f. Use).

Create an import context

To create a new import context, go to the Global Settings panel > Right-Click on Importresources > Create an import context > Choose the dimension.

The lower part is then activated:

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/dimension

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/ressource

Last update:2013/10/19 19:23 en:7-import_et_export:import_resources https://www.visual-planning.com/doc/en/7-import_et_export/import_resources


Specify the import settings, then click on:

OK to save the context,●

Restore to undo.●

These settings are:

Name

This is the Name of the import context.

Description

This is an optional Description of the context.

History

This non-editable parameter store the date, time and login of the last modification of the context.



Definition

This is the Definition of the context.

cf. Definition of context to import resources

"URL" call

The option “URL” call triggers outside VISUAL PLANNING the implementation of this import contextfollowing a defined syntax.

cf. Exports & imports by URL

Resource's creation/modification

This box enables the triggering of context during the creation and/or modification of resources.

cf. Automatic Exports and Imports

Event's creation/modification

This box enables the triggering of context during the creation and/or modification of events.


Activated

This check box enables the trigger of service import.

cf. Import using service

Triggers

This option allows to define triggers in the case of import by service.


https://www.visual-planning.com/doc/en/7-import_et_export/url

https://www.visual-planning.com/doc/en/7-import_et_export/auto

https://www.visual-planning.com/doc/en/7-import_et_export/import_service

https://www.visual-planning.com/doc/en/7-import_et_export/import_resources_definition





Reporting activated

This check box allows to send an email report of the result of each triggered import.

Prerequisites: The SMTP server must be configured because it is automatic mails. cf. Automaticsending of e-mails

Sender

It is the email considered as the sender when reporting by mail.

This parameter is active and required if Reporting activated is checked.

Recipients

This is to specify email addresses to be defined as recipients during the reporting by email.


Modify an import context

To modify an import context, go to the Global Settings panel > Left-Click on the context tomodify.

The lower part is then activated. Modify the settings (cf. Create an import context) and click on OK tosave the modifications.

Duplicate an import context

To duplicate an import context, go to the Global Settings panel > Right-Click on the context >Duplicate.

The lower part is then activated. Modify the settings of the duplicated context (cf. Create an importcontext) and click on OK to save the modifications.

Delete an import context

To delete an import context, go to the Global settings panel > Right-Click on the context >

https://www.visual-planning.com/doc/en/9-modules/mail_auto




Delete.

The following message appears:

Then:

Click on yes to definitely delete the context,●

No to undo the deletion.●

Concatenation of values

It is possible to concatenate values in a text or multi-lines heading instead of replace this one if theimported value begin with $+.

This mechanism is used for heading of type “Text” and “Multiline” if the imported value begins withthe $+ character. In the case of a multi-section of imported value is added to a new line.

Three cases are possible:

using the Value column with the $+ prefix●

import of specific value with the $+ prefix●

add the prefix $+ in the source●

USE

Once set the context, it needs to be launched.

Several triggers are available:

Manual Exports and Imports●

Import using service and Export using service●

Automatic Exports and Imports●

Exports & imports by URL●

Context to follow●

Import from Export and Export to Import●

cf. Triggers for Import/Export

import, resource, table, file, database

https://www.visual-planning.com/doc/en/7-import_et_export/storedproc


https://www.visual-planning.com/doc/tag/database?do=showtag&tag=database


https://www.visual-planning.com/doc/tag/resource?do=showtag&tag=resource


https://www.visual-planning.com/doc/en/7-import_et_export/importexport

https://www.visual-planning.com/doc/en/7-import_et_export/trigger

https://www.visual-planning.com/doc/tag/table?do=showtag&tag=table

https://www.visual-planning.com/doc/en/7-import_et_export/export_service


https://www.visual-planning.com/doc/en/7-import_et_export/manual

https://www.visual-planning.com/doc/tag/file?do=showtag&tag=file



From:https://www.visual-planning.com/doc/ - VISUAL PLANNING 5.3 DOCUMENTATION

Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/import_resources

Last update: 2013/10/19 19:23



2017/11/10 10:45 1/11 Definition of context to import resources


Definition of context to import resources

This page describes required parameters for definition of Import Resources context.

The parameters of others types of import/export context are available on:

Definition of context to import events●

Definition of context to export resources●

Definition of context to export events●

Specify the features of the import into the existing tabs.

Source tab

The unique source of the import can be:

A Database,●

An Excel file,●

A CSV file,●

Or specific values.●

According to the selected type, the required settings for the import may be different.

Database case

If the import is from a database, select the Database type.

Precise following settings:

https://www.visual-planning.com/doc/en/7-import_et_export/export_events_definition

https://www.visual-planning.com/doc/en/7-import_et_export/export_resources_definition

https://www.visual-planning.com/doc/en/7-import_et_export/import_events_definition


Lastupdate:2016/02/0916:31

en:7-import_et_export:import_resources_definition https://www.visual-planning.com/doc/en/7-import_et_export/import_resources_definition


Type

Select Database.

DBMS

The type of DBMS1) has to be defined among:

MSACCESS,●

MYSQL,●

ORACLE,●

or SQLSERVER,●

c.f. plannings_et_bases_de_donnees

Connection settings

The Connection settings are different depending on the DBMS type selected.

When defining the connection settings, a new window appears:

MSACCESS MYSQL ORACLE SQLSERVERSID ✔

Password ✔ ✔ ✔ ✔path ✔Port ✔ ✔ ✔

Server ✔ ✔ ✔Login ✔ ✔ ✔ ✔

To validate these settings:

Click on OK●

or Click on Cancel to undo.●

Database

The name of the database for import may be precised.

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_msaccess.jpg?id=en:7-import_et_export:import_resources_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_sqlserver.jpg?id=en:7-import_et_export:import_resources_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_mysql.jpg?id=en:7-import_et_export:import_resources_definition

https://www.visual-planning.com/doc/en/2-installation_et_architecture/plannings_et_bases_de_donnees

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_oracle.jpg?id=en:7-import_et_export:import_resources_definition



Table

Select the name of the Table or the View to be imported.

This list is empty if the database is not specified.

SQL condition

It is possible to specify a SQL condition for particular filter the data to import.

This condition depends only on the structure of the outertable used as source.

Excel file case

Lastupdate:2016/02/0916:31



Then define:

Type

Select Excel file.

Path

This is the path to the source file in *.XLS or *.XLSX.

Sheet

This is the sheet from the source file to import.



CSV file case

Then define:

Type

Select Csv file.

Separator

The Separator of the values in the source file that can be a:

Semicolon,●

Dot,●

Blank,●

Coma,●

or a Tab.●

Encoding

Select the encoding type according to the server operating system:

Default (System encoding)●

UTF8●

Windows-1252 (Windows)●

Path

The path could be :

Lastupdate:2016/02/0916:31



A file (CSV),●

An URL path,●

A text Export=NomDuContextImport which is used in exports from imports.●

Specific values case

This allows you to import without the need for source file.

The import values are defined directly in the import context.

Correspondence tab

This tab establishes the correspondence between the source (dimension on the planner) and thedestination (file, sheet or table).

This correspondence is done field by field.

Fill in the table that contains several columns:

Dimension

This column contains the field and attributes names selected for import.

By clicking on , it allows you to import:

Each heading of the dimension,●

Several headings in one time when the user click on (Select attributs). It could be useful when a●

large number of heading is concerned in the import,The Internal Identifier (UID) of ressources.●

The following headings can not be imported:

https://www.visual-planning.com/doc/fr/7-import_et_export/importexport#export_d_import




Control column,●

Operation,●

GeoLocation (If Automatic location is checked),●

and Event value.●

If these headings are selected, the column Key will beautomatically checked.

Source

For each heading to import, select the corresponding source field in the list that appears. The name ofthe source field and the destination heading can be different. This correspondence is done for eachentry of the source file (or table).

The heading that has no correspondence works as following:

In case of new resource insertion, the value of the heading is empty,●

In case of existing resource modification (by using a key), the value is not modified.●

Value

If the information does not come from the source, it is possible to enter the value of some fieldsmanually through this column. This field value is the same for all imported resources.

Special cases:

Global variables

In a text heading, it is possible to assign $USERNAME as an import value.

The value is the login of the user running the import.


Now

In a date heading, it is possible to set the launching date (“Now”) as the value of the date to beimported.

To do this, check the box on the right.


Lastupdate:2016/02/0916:31



Multiple values

The insertion of multiple values is possible in the following heading types:

Multiple Choice Heading●

Attachment heading●

To import multiple values, the values in the data source must be separated by the | character.

Key

For each entry of the source file (or table), it is possible to verify if it already exists in the planner.

A key is a unique identifier consisting of one or more headings. It allows to make the differencebetween an insertion or an update.

Two cases are possible:

If any heading is checked as a key, it is an insertion of new resources,●

If one or several headings are checked as keys, it is an insertion of new resources or eventually an●

update of existing resources.

cf. Import mode

Definition tab

https://www.visual-planning.com/doc/en/draft/3-definition_de_la_structure/rubrique_de_type_liste_a_choix_multiple

https://www.visual-planning.com/doc/en/draft/3-definition_de_la_structure/rubrique_de_type_attachement



The definition tab contains several types of features :

Resources settings

These informations are useful in case of an insertion of newresources (no key). These informations will be set for thenew imported resources.

Existing resources are not modified.

Hourly calendar: hourly calendar,●

Daily calendar: daily calendar,●

Color : color,●

Icon: Default icon, if the settings of the dimension include an icon,●

Events creation rule: Creation rule●

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/regle_de_creation

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/calendrier_horaire

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/notion_couleur

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/icone

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/calendrier_journalier

Lastupdate:2016/02/0916:31



Resources filter

Specify what resources are considered as present in the schedule. (Import for modification)

To do this, you must choose a resources filter.

This filter is particularly useful when updating existing resources.

Import mode

Creation only: consists in a simple insertion of resources;●

Modify only: with the definition of keys, it permits to update the resources that are identified;●

Modify/Creation: with the definition of keys, it permits to update the existing resources and to●

create new ones.

Stored procedure

These parameter is only accessible if the import is done froma Database (except MSACCESS).

Define the name of a stored procedure.

The stored procedures must have the two following features:

retcode equals to OUT and has INTEGER type: must have the value 0 if successful,●

message equals to OUT and has VARCHAR type: must contains an explanatory text for the user.●

cf. Context to follow

Event import context


This allows to launch another import context after the stored procedure is executed.

You must choose an import context from those available in the list.


https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/filtre_de_ressources



The available import have only one of these types :

Database●

By URL●

1) DataBase Management System


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/import_resources_definition

Last update: 2016/02/09 16:31




https://www.visual-planning.com/doc/en/7-import_et_export/import_resources_definition#database_case

2017/11/10 10:45 1/11 Definition of context to import events


Definition of context to import events

This page describes required parameters for definition of Import Events context.


Definition of context to import resources●



Specify the characteristics of the import into the tabs.

Source Tab

The import source, which must be unique, can be a:

Database,●

Excel file,●

CSV file,●

Specific values●

Depending on the selected type, settings are different.

Database case

If the import is from a Database, select the Database type.

Precise following settings:





Lastupdate:2014/09/0213:43

en:7-import_et_export:import_events_definition https://www.visual-planning.com/doc/en/7-import_et_export/import_events_definition


Type

Select Database.

DBMS


MSACCESS,●

MYSQL,●

ORACLE,●

or SQLSERVER,●


Connection settings




Password ✔ ✔ ✔ ✔Path ✔Port ✔ ✔ ✔



Click on OK●

or Click on Cancel to undo the modifications.●

Database

The name of the database for import may be precised.


https://www.visual-planning.com/doc/_detail/imagev5/fr/vp/vp5_import_ressource_parametres_oracle.jpg?id=en:7-import_et_export:import_events_definition

https://www.visual-planning.com/doc/_detail/imagev5/fr/vp/vp5_import_ressource_parametres_msaccess.jpg?id=en:7-import_et_export:import_events_definition

https://www.visual-planning.com/doc/_detail/imagev5/fr/vp/vp5_import_ressource_parametres_mysql.jpg?id=en:7-import_et_export:import_events_definition

https://www.visual-planning.com/doc/_detail/imagev5/fr/vp/vp5_import_ressource_parametres_sqlserver.jpg?id=en:7-import_et_export:import_events_definition



Table

Select the name of the Table or the View to be imported.


SQL condition

It is possible to specify a SQL condition for particular filter the data to import.

This condition depends only on the structure of the outertable used as source.

Excel file case

Lastupdate:2014/09/0213:43



Then define:

Type

Select Excel file.

Path

This is the path to the source file in *.XLS or *.XLSX.

Sheet

This is the sheet from the source file to import.



CSV file case

Then define:

Type

Select Csv file.

Separator

The Separator of the values in the source file that can be a:

Semicolon,●

Dot,●

Blank,●

Coma,●

or a Tab.●

Encoding



UTF8●


Path

The path could be :

Lastupdate:2014/09/0213:43



A file (CSV),●

An URL path,●

A text Export=NomDuContextImport which is used in exports from imports.●

Specific values case

This allows you to import without the need for source file.

The import values are defined directly in the import context.

This type of import is particularly suitable for thefunctionality of auto assignment.

Correspondence tab

This tab makes the correspondence between the source (file, wheet or table) and the destination(events on the planner).

This correspondance is done field by field.


Property

This column contains the field and attributes names selected for import.

By clicking on , it allows you to import:

The General settings of each event,●

https://www.visual-planning.com/doc/fr/7-import_et_export/importexport#export_d_import



Each heading of each dimension,●

Each resource name, (cf.Identification headings)●


large number of heading is concerned in the import,Each heading of each form,●

Fixed and variable value, and coefficient of each valuation item,●

The Internal Identifier (UID) of events.●

If an operation heading is selected, the column Key will beautomatically checked.

Source

For each property or heading to import, select the source field in the list. The name of the source fieldand the destination heading can be different. This correspondence is done for each entry of thesource file (or table).

The headings that has no correspondence works as following:

In case of new event insertion, the value of the heading is empty,●

In case of existing event modification (by using a key), the value is not modified.●

Value

If the information does not come from the source, it is possible to enter the value of some fieldsmanually through this column. This field value is the same for all imported events.

Special cases:

Global variables

In a text heading, it is possible to assign $USERNAME as an import value.

The value is the login of the user running the import.


Now

In a heading or property as date, it is possible to set the launching date (“Now”) as the value of the


https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_d_identification

Lastupdate:2014/09/0213:43



date to be imported.

To do this, check the box on the right.

Multiple values

The insertion of multiple values is possible in the following heading types:

Multiple Choice Heading●

Attachment heading●

To import multiple values, the values in the data source must be separated by the | character.

Auto assignment

In the case of specific values, it is possible to perform automatic assignment of resources to existingevents. (cf. Assignment)

For the name of the dimension, the following window appears :

Three informations can then be indicated:

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/affectation

https://www.visual-planning.com/doc/en/draft/3-definition_de_la_structure/rubrique_de_type_liste_a_choix_multiple

https://www.visual-planning.com/doc/en/draft/3-definition_de_la_structure/rubrique_de_type_attachement



Ascendant

If this information is checked events are allocated according to sort headings in a ascendant way.

Sort heading

Select headings that define the criteria of automatic assignment.

Resources filter

This filter allows to define resources that can be assigned to events.

Keys

For each entry of the source file (or table), it is possible to verify if it already exists in the planner.

A key is a unique identifier consisting of one or more properties. It allows to make the differencebetween an insertion or an update.

Two cases are possible:

If any heading is defined as a key, it is an insertion of new events,●

If one or several headings are defined as a key, it is an update of existing events and eventually an●

insertion of new events.

cf. Import mode

Parent Key

This feature requires at least one vertical hierarchy (cf.Events hierarchy)

For each entry found in the import source, it is possible to check whether the event-father alreadyexists as an event in the schedule with this key concept.

Parent key allows you to find the event father for createing or updating events-son.

If the event-father does not exist, then his event-son can not be imported or updated.

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/hierarchie_d_evenements

Lastupdate:2014/09/0213:43



Definition tab

Date format

Choose the format in which the dates will be set when importing.

Import mode

Three types of import are possible:

Creation only: consists in a simple insertion of events;●

Modify only: with the definition of keys, it permits to update the events that are identified;●

Modify/Creation: with the definition of keys, it permits to update the existing events and to create●

new ones.



Events filter

Specify what events are considered as present in the schedule. (Import for modification)

To do this, you must choose a Events Filter.

This filter is particularly useful when updating existing events.

Stored procedure









Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/import_events_definition

Last update: 2014/09/02 13:43

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/filtre_d_evenements




2017/11/10 10:45 1/5 Import Events


Import Events

DEFINITION

The Events import consists in creating new events in a planner from an external source.

These new events can concern several dimensions and must have at least:

a resource,●

and a start date.●

Three types of import are possible:

Simple insertion of new events,●

Simple update of existing events,●

Update of existing events and Insertion of new events.●

An import of events is made from a unique source that may be:

A *.CSV file●

A *.XLS or *.XLSX sheet●

A Database table or view. This database can be:●

MYSQL,❍

ORACLE,❍

SQLSERVER,❍

or MSACCESS.❍

SETTINGS


Create an events import context

Creating a new events import context is done by the Global settings > Right-Click on Importsevents > Create an events import context.



Last update: 2013/10/1919:24 en:7-import_et_export:import_events https://www.visual-planning.com/doc/en/7-import_et_export/import_events




Restore to undo.●

These settings are:

Name


Description


History


2017/11/10 10:45 3/5 Import Events


Definition


cf. Definition of context to import events

"URL" call






Activated



Triggers



Reporting activated










Last update: 2013/10/1919:24 en:7-import_et_export:import_events https://www.visual-planning.com/doc/en/7-import_et_export/import_events


Sender



Recipients



Modify an import context

To modify an export context, go to the Global Settings panel > left-click on the context.

The lower part is then activated. Modify the settings (cf. Create an import context), and click on OK toregister the modifications.

Duplicate an import context

To duplicate an import context, go to the Global Settings panel > Right-Click on the context >Duplicate.

The lower part is then activated. Modify the duplicated context settings (cf. Create an import context),and click on OK to set the modifications.

Delete an import context

To delete an import context, go to the Global Settings panel > Right-Click on the context >Delete.


2017/11/10 10:45 5/5 Import Events


Then, click on:

Yes to definitely delete the context,●

No to cancel the deletion.●

Concatenation of values

It is possible to concatenate values in a text or multi-lines heading instead of replace this one if theimported value begin with $+.

It concerns the event note and text and mulit-lines headings of forms.

This mechanism is used for heading of type “Text” and “Multiline” if the imported value begins withthe $+ character. In the case of a multi-section of imported value is added to a new line.

Three cases are possible:

using the Value column with the $+ prefix●

import of specific value with the $+ prefix●

add the prefix $+ in the source●

USE










import, event, table, file, database


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/import_events

Last update: 2013/10/19 19:24















https://www.visual-planning.com/doc/tag/event?do=showtag&tag=event

2017/11/10 10:45 1/3 Exports & imports by URL


Exports & imports by URL

This page describes how to trigger an export or an import on VISUAL PLANNING by URL.

This fonctionality, limited to VISUAL PLANNING ESSENTIAL AND ENTERPRISE, can trigger a context ofexport or import from outside VISUAL PLANNING.

The description of other triggers is available on the following pages:







Attivation of URL

To trigger the import or the export via URL, it is necessary to activate the option in the export/importcontext by checking the box via “URL” Call.







Last update: 2014/09/02 13:09 en:7-import_et_export:url https://www.visual-planning.com/doc/en/7-import_et_export/url


Getting the URL

To get the URL to trigg the import/export context, right click on the contect and Display URL.

The following window opens, it shows the URL to start the export/import. Just copy the URL and use itwhen needed.

2017/11/10 10:45 3/3 Exports & imports by URL



Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/url

Last update: 2014/09/02 13:09



2017/11/10 10:45 1/6 Manual Exports and Imports


Manual Exports and Imports

This page describes how to launch an export or an import manually.

The parameters of the other triggers are available on the following pages:







DEFINITION

With this feature, it is possible to manually execute predefined Import contexts.

A Manual import allows to launch manually an import of datas into VISUAL PLANNING:

Import ressources,●

Imports events.●

A Manual export allows to launch manually an export of datas from VISUAL PLANNING:

Export resources,●

Export events.●

This feature runs with:

a *.CSV file,●

a *.XLS file,●

or a database.●

SETTINGS

The description of the settings is available in the following page:

Import Resources,●

Import Events,●

Export Resources,●

Export Events.●












Last update: 2014/08/26 11:12 en:7-import_et_export:manual https://www.visual-planning.com/doc/en/7-import_et_export/manual


USE

Launch a context

To manually launch a pre-parametrized context, go to the Planner menu > Export block, and then:

Export events > Click on the arrow in the right > Choose the context●

Or Import events > Click on the arrow in the right > Choose the context●

Or Export resources > Click on the arrow in the right > Choose the context●

Or Import resources > Click on the arrow in the right > Choose the context●

Then, a window appears:

Click on OK to launch the import or export.

If needed, it is possible to modify the settings of the export in the tabs.

(cf. Create an events export context)

Export events c.f. Create an events export context●

Import events c.f. Create an events import context●

Export resources c.f. Create a resources export context●

Import resources c.f. Create a resources import context●

Export a selection

It is possible to import or export one or several resourecs or events according to a predefined context.

To do so:

Right-Click on a selection of events > Export events > Choose the context●

Right-Click on a selection of events > Import events > Choose the context●

Right-Click on a selection of resources > Export resources > Choose the context●

Right-Click on a selection of resources > Import resources > Choose the context●

Then ,the following window appears:

https://www.visual-planning.com/doc/en/7-import_et_export/import_resources#create_a_resources_import_context

https://www.visual-planning.com/doc/en/7-import_et_export/export_resources#create_a_resources_export_context

https://www.visual-planning.com/doc/en/7-import_et_export/export_events#create_an_events_export_context

https://www.visual-planning.com/doc/en/7-import_et_export/import_events#create_an_events_import_context



Click on OK to launch the export.

If need be, it is possible to modify the settings of the context in the existing tabs.

Only the selected resources or events that are included in the filter of the context are exported.

Export Report

When the export is done, the Export Report window appears to recapitulate what was done.

Correct export

If the export was correctly done, the following message appears:



Existing data

When the export file is a *.XLS or a *.CSV file, if the datas already exist in the file, the followingmessage appears:

Then:

Click on Yes to overwrite the existing datas,●

or click on No to modify the export settings.●

Incorrect export

If the export settings were not correctly set, the following message appears:

The export will not be done until the settings are correct. Then, a window appears to notify thiscorrect export. (cf. above)

Import Report

When the import is done, the Import report window appears to recapitulate the operation.



Correct import

If the import settings are correctly set, the following message appears:

No data source defined

If the data source is undefined or inaccessible, the following message appears:

No resource selected

If no resource is defined, the following message appears:

No match is defined



If any correspondence is defined, the following message appears:

No start date defined

If any start date is defined, the following message appears:

url, trigger, import, export, event, resource


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/manual

Last update: 2014/08/26 11:12






https://www.visual-planning.com/doc/tag/url?do=showtag&tag=url


https://www.visual-planning.com/doc/tag/trigger?do=showtag&tag=trigger

2017/11/10 10:45 1/4 Export using service


Export using service

This page describes how to launch an export via service.








DEFINITION

A Service export allows to launch, at a defined frequency, an export of datas from VISUAL PLANNING.

This feature concerns:

the Export Resources,●

the Export Events.●

With this feature, it is possible to execute regularly predefined Export contexts.


a *.CSV file,●

a *.XLS file,●

or a database.●

REQUIREMENTS

Technical requirements

This feature is only available for VISUAL PLANNING ENTERPRISE.

Functional requirements









Last update: 2013/10/2118:13 en:7-import_et_export:export_service https://www.visual-planning.com/doc/en/7-import_et_export/export_service


The service export needs:

To prepare the file or the database destination,●

To define an export context.●

cf. Export Resourcescf. Export Events

SETTINGS

Service export settings

To set an export by service, go to the Global setings > Left-Click on an export context.

This context can belong to resources or events.


To know more about these features, go to:

Export Resources●

or to Export Events●

Only the following features concern the automation of the context:





2017/11/10 10:45 3/4 Export using service


Activated

This checkbox enable the automation of the export of the context or not.

Triggers

The triggers define:

the frequency of the export,●

the destination file (if the export is made to a file).●

By clicking on the button on the right , the follwing window appears:

This window defines the list of the automation services of the export context.

To add a new service export, click on the Add button.

It means that the same export context can be launched as many times as necessary.

Frequency

There are three types of frequency:

Every day at a defined hour●

Every X minutes●

According to a specific day during the week (for example : on monday, on friday…)●

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_edition_filtre.jpg?id=en:7-import_et_export:export_service

Last update: 2013/10/2118:13 en:7-import_et_export:export_service https://www.visual-planning.com/doc/en/7-import_et_export/export_service


Information

If the frequency was defined as Every day, precise the hour,●

If the frequency was defined as Every minute, precise the number of minutes.●

File

If the import is made from a *.XLS or a *.CSV file, precise the address of the file that must be used bythe service.

Unlike the path defined in the export context, the file must be accessible from the server.

USE

The service import of datas into VISUAL PLANNING does not require any particular purpose.

The final user will not see his datas exported. The export will be done transparently.

For services to work, it is necessary to activate the following elements.

These actions must be done by the administrator:

The VISUAL PLANNING server must be running.1.The service trigger of the import context or export context must be enabled: cf. Activated2.The import and export services of the planner must be activated: (Admin Center> Right-click on3.the planner> activate Import Service / export) cf. Management of the plannersThe import and export services of the application must be enabled: cf. Management of the services4.

export, service, automatic, resource, event


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_service

Last update: 2013/10/21 18:13

https://www.visual-planning.com/doc/tag/service?do=showtag&tag=service

https://www.visual-planning.com/doc/en/8-administration/gestion_des_services

https://www.visual-planning.com/doc/en/8-administration/gestion_des_plannings


https://www.visual-planning.com/doc/tag/automatic?do=showtag&tag=automatic





2017/11/10 10:45 1/2 Automatic Exports and Imports


Automatic Exports and Imports

This page describes how to launch an export or an import automatically.








DEFINITION

The imports and exports are an automatic trigger mode of imports and exports that occurs whencreating and / or editing an event or resource.

The possible cases are:

Creating or editing an event triggers the export of this event,●

Creating or editing an event triggers the import to update this event,●

Creating or editing an event triggers the export of a resource of this event,●

Creating or editing an event triggers the import to update one of the resources of this event,●

Creating or editing a resource triggers the export of this resource,●

Creating or editing a resource triggers the import of this resource.●

SETTINGS

The description of the settings is available in the following page:

Import Resources,●

Import Events,●

Export Resources,●

Export Events.●












Last update: 2013/10/16 13:35 en:7-import_et_export:auto https://www.visual-planning.com/doc/en/7-import_et_export/auto


USE

This feature is used transparently by users immediatly after the creation or modification of resourcesor events on the planner.

auto, trigger, import, export, event, resource


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/auto

Last update: 2013/10/16 13:35

https://www.visual-planning.com/doc/tag/auto?do=showtag&tag=auto








2017/11/10 10:45 1/2 Context to follow


Context to follow

This page describes how to trigger sequence by an import or export.

The description of other triggers is available on the following pages:







DEFINITION

The import or export settings can be triggered by the completion of another context, optionally usinga stored procedure.

Possible cases are:

First context Stored procedure Context to followResources export with or without Resources import

Events export with or without Events importResources import with or without Events import

Events import with or without none

PREREQUISITES

This type of trigger only works with Imports/exports contexts via database.

SETTINGS

The setting of import or export are available on the following pages:

Events export,●

Events import,●

Resources export,●

Resources import.●



https://www.visual-planning.com/doc/en/7-import_et_export/export_resources_definition#stored_procedure




https://www.visual-planning.com/doc/en/7-import_et_export/import_resources_definition#stored_procedure

https://www.visual-planning.com/doc/en/7-import_et_export/import_events_definition#stored_procedure



https://www.visual-planning.com/doc/en/7-import_et_export/export_events_definition#stored_procedure

Last update: 2013/10/22 18:22 en:7-import_et_export:storedproc https://www.visual-planning.com/doc/en/7-import_et_export/storedproc


The trigger of the second context is defined in the Definition tab of the first context.

USE

The use is the same than the trigger of the first context.

import, export, trigger


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/storedproc

Last update: 2013/10/22 18:22






2017/11/10 10:45 1/2 Import from Export and Export to Import


Import from Export and Export to Import

This page describes two processes to trigger particular contexts:

Import from export●

Export to import●









IMPORT FROM EXPORT

The source of an import resource context or events can be a URL.

It can be a URL generated by another application.

It can also be the URL trigger of an export context from the same planner or from other planner.

An export can be used as a source of import.

In this case, the data are not generated in a file or a table, but pass through the flow of imports.

It will be necessary to define the export URL or enter EXPORT=NameExportContext in the importcontext path.

EXPORT TO IMPORT

The destination of an export resource context or events can be a URL.

It can be a URL generated by another application.

It can also be the URL trigger of an import context from the same planner or from other planner.















Last update: 2015/03/0909:25 en:7-import_et_export:importexport https://www.visual-planning.com/doc/en/7-import_et_export/importexport


An import can be used as a destination of export.

In this case, the data are not generated in a file or a table, but pass through the flow of imports.

It will be necessary to define the import URL or enter IMPORT=NameImportContext in the exportcontext path.

trigger, import, export, event, resource


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/importexport

Last update: 2015/03/09 09:25








2017/11/10 10:45 1/2 Triggers for Import/Export


Triggers for Import/Export

DEFINITION

Triggers allow to launch import and export context, for resources and for events.

REQUIREMENT

Only the manual trigger is possible with a version of VISUAL PLANNING ONE or VISUAL PLANNINGESSENTIAL.

All other triggers requires VISUAL PLANNING ENTERPRISE.

LIST OF TRIGGERS

There are different types of triggers for imports and exports:

Manual

In this case, the import or export context is started by the user,

cf. Manual Exports and Imports

Service

In this case, the import or export context is started with a service according to a frequency.

cf. Import using service and Export using service

Automatic

In this case, the import or export context is started when creating or editing an event.




Last update: 2013/10/15 15:54 en:7-import_et_export:trigger https://www.visual-planning.com/doc/en/7-import_et_export/trigger



URL

In this case, the import or export context is started via a URL.


Stored procedure

In this case, the import or export context is started via another one, optionally using a storedprocedure.


Import of Export and Export of Import

In this case, the import or export context is started via trigger by using as source or destination of adifferent context

cf. Import from Export and Export to Import

trigger, import, export, url, service, automatic


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/trigger

Last update: 2013/10/15 15:54


https://www.visual-planning.com/doc/tag/url?do=showtag&tag=url











2017/11/10 10:45 1/9 Definition of context to export events


Definition of context to export events

This page describes required parameters for definition of Export Events context.





Specify the characteristics of the export.

Destination Tab

The destination of the export can be:

a Database,●

an Excel File●

or a CSV File●

According to the selected type, the required settings for the export are different.

Database case

If the destination of the export is a database, choose Database type.





Lastupdate:2016/02/0916:33

en:7-import_et_export:export_events_definition https://www.visual-planning.com/doc/en/7-import_et_export/export_events_definition


Then define:

Type

Select Database.

DBMS


MSACCESS,●

MYSQL,●

ORACLE,●

or SQLSERVER,●




Connection settings






If the MSACCESS file does not exist yet, it is created when exporting.


Click on OK●

or Click on Cancel to turn back.●

Database

The name of the database for export may be precised.

Table

Select the name of the Table where to export.


Excel file case

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_oracle.jpg?id=en:7-import_et_export:export_events_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_msaccess.jpg?id=en:7-import_et_export:export_events_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_mysql.jpg?id=en:7-import_et_export:export_events_definition


https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_sqlserver.jpg?id=en:7-import_et_export:export_events_definition

Lastupdate:2016/02/0916:33



Then define:

Type

Select Excel file.

Path

This is the path to the destination file in *.XLS or *.XLSX. If this file does not exist, it is created whenexporting.

Sheet

This is the sheet of the destination file where the data must be exported. If this sheet does not exist,it is created when exporting.

CSV file case

Then define:



Type

Select Csv file.

Separator

The Separator of the values in the destination file that can be a:

Semicolon,●

Dot,●

Blank,●

Coma,●

or a Tab.●

Encoding



UTF8●


Path

The path could be :

A destination file (CSV). If the file does not exist, it is created when exporting,●

An URL path,●

A text Import=NomDuContextExport which is used in imports from exports.●

Correspondence Tab

This tab establishes the correspondence between the source (events on the planner) and thedestination (file, sheet or table).


https://www.visual-planning.com/doc/en/7-import_et_export/importexport#import_d_export

Lastupdate:2016/02/0916:33




Property

This column contains the field and properties names selected for export.

By clicking on , it allows you to export:

The global properties of the event,●

Each heading of each dimension,●

Each resource of the event (cf. Identification headings),●


large number of heading is concerned in the export,Each heading of each form,●

Fixed and variable value, and coefficient of each valuation item,●

The Internal Identifier (UID) of ressources.●

On calculated headings, only the persistents can be exported.

Destination

Choose for each property or heading to be exported the corresponding destination field. If nodestination is selected, the property or heading is not exported.

In file case, the default name is the heading name. However, the name can be modified.●

In table case, names may be selected from the list of fields in the destination table.●

Key

To export to a database table, it is possible to select a key by checking one or several Key?checkboxes.

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_d_identification

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_persistante



cf. Add if no match

In the case of an export to a file, it is possible to set the order of columns in the export file using the

arrows .

This order also defines the order of the resources in the file.

Definition Tab

Add if no match


In the database case, the export is by default inserting new data.

This box allows you to check in the database if the data destination already exists, and create only ifit does not exist.

The key used for this verification is defined in correspondence tab.

Date format

Select the format of the dates to export:

dd/MM/yyyy●

yyyy-MM-dd●

MM/dd/yyyy●

Lastupdate:2016/02/0916:33



dd.MM.yyyy●

Filter

It is possible to limit the export to some events. Therefore, select an events filter.

Period

Select the Time Period in which the events to be exported are.

Type of intersection

Select the intersection of the events with the time period. The possibilities are:

Intersect the period,●

Cover the period,●

Included in the period,●

Start in the period,●

End in the period.●

Stored procedure

These parameter is only accessible if the export is done to aDatabase (except MSACCESS).






Import context to follow


https://www.visual-planning.com/doc/en/3-definition_de_la_structure/periode_de_temps







Database●

By URL●



Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_events_definition

Last update: 2016/02/09 16:33



https://www.visual-planning.com/doc/en/7-import_et_export/export_events_definition#database_case


2017/11/10 10:45 1/6 Export Events


Export Events

DEFINITION

This functionality allows to export a group of events from a VISUAL PLANNING planner to an externaldestination.

An events export is done into a unique destination that may be:

A *.CSV file●

A *.XLS or *.XLSX sheet (or a tab)●

A database table:●

MYSQL,❍

ORACLE,❍

SQLSERVER,❍

or MSACCESS.❍

PREREQUISITES


Technical Requirements vary depending on the technology used for the destination.

The main one being that the destination exists and VISUAL PLANNING accessed correctly.

Other prerequisites may appear depending on the trigger used to start the export.


This tool does not need any essential requirements.

However, for a good use, it is useful to create:

A heading in a form called VPEXPORT●

Texte type❍

or multi-line text type❍

or boolean type❍

This heading can store the date, the hour of the last export, the login and the name of the context.

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_de_type_texte_multi-lignes

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_de_type_booleen

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_de_type_texte

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/evenement

Last update: 2013/10/2114:31 en:7-import_et_export:export_events https://www.visual-planning.com/doc/en/7-import_et_export/export_events


SETTINGS


Create an events export context

To create a new events export context, go to the Global settings panel > Right-Click on Exportevents > Create an Events export context.




Restore to undo.●

These settings are:

Name

2017/11/10 10:45 3/6 Export Events



Description


History


Definition


cf. Definition of context to export events

Mark the treatment

This checkbox allows, if selected, enable the option to insert date, hour, and name of the context inexported events.

cf. Use below

"URL" call











Activated


cf. Export using service

Triggers



Reporting activated



Sender



Recipients



Modify an events export context

To modify an events export context, go to the Global Settings panel, Right-Click on the contextto modify it.

The lower part of the panel is then activated. Modify the settings (cf.Create an events export context),then click on OK to save the modifications.





2017/11/10 10:45 5/6 Export Events


Duplicate an events export context

To duplicate an events export context, go to the Global Settings panel, Right-Click on thecontext > Duplicate.

The lower part of the panel is then activated. Modify the settings of the duplicated context (cf.Createan events export context), then click on OK to save the modifications.

Delete an export context

To delete an events export context, go to the Global settings panel > Right-Click on the context> Delete.


Then click on:



USE

Trigger



















Mark the treatment

If the context marks the treatment, the history and the name of the context are stored in theexported event:

in a form heading called VPEXPORT, if it exists (cf. functional requirements above)●

in the event note si the form heading doesn't exist●

export, event, table, file, database


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_events

Last update: 2013/10/21 14:31









2017/11/10 10:45 1/8 Definition of context to export resources


Definition of context to export resources

This page describes required parameters for definition of Export Resources context.





Specify the characteristics of the export in the following tabs.

Destination Tab

The destination of the export can be:

a Database type,●

an Excel File●

or a CSV File●

According to the selected type, the required settings for the export are different.

Database case

If the destination of the export is a database, choose Database type.





Lastupdate:2016/02/0916:34

en:7-import_et_export:export_resources_definition https://www.visual-planning.com/doc/en/7-import_et_export/export_resources_definition


Then define:

Type

Select Database.

DBMS


MSACCESS,●

MYSQL,●

ORACLE,●

or SQLSERVER,●




Connection settings






If the MSACCESS file does not exist yet, it is created when exporting.


Click on OK●

or Click on Cancel to turn back.●

Database

The name of the database for export may be precised.

Table

Select the name of the Table where to export.


Excel file case

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_oracle.jpg?id=en:7-import_et_export:export_resources_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_msaccess.jpg?id=en:7-import_et_export:export_resources_definition


https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_mysql.jpg?id=en:7-import_et_export:export_resources_definition

https://www.visual-planning.com/doc/_detail/imagev5/en/vp/vp5_en_import_ressource_parametres_sqlserver.jpg?id=en:7-import_et_export:export_resources_definition

Lastupdate:2016/02/0916:34



Then define:

Type

Select Excel file.

Path

This is the path to the destination file in *.XLS or *.XLSX. If this file does not exist, it is created whenexporting.

Sheet

This is the sheet of the destination file where the data must be exported. If this sheet does not exist,it is created when exporting.

CSV file case

Then define:



Type

Select Csv file.

Separator

The Separator of the values in the destination file that can be a:

Semicolon,●

Dot,●

Blank,●

Coma,●

or a Tab.●

Encoding



UTF8●


Path

The path could be :

A destination file (CSV). If the file does not exist, it is created when exporting,●

An URL path,●

A text Import=NomDuContextExport which is used in imports from exports.●

Correspondence Tab

This tab establishes the correspondence between the source (dimension on the planner) and thedestination (file, sheet or table).



https://www.visual-planning.com/doc/en/7-import_et_export/importexport#import_d_export

Lastupdate:2016/02/0916:34




Dimension

This column contains the field and attributes names selected for export.

By clicking on , it allows you to export:

Each heading of the dimension,●

Each heading of the “dependent” resources,●


large number of heading is concerned in the export,The history of the resources,●

The name of the hourly and daily calendars,●

The Internal Identifier (UID) of ressources.●

On calculated headings, only the persistents can be exported.

Destination

Choose for each property or heading to be exported the corresponding destination field. If nodestination is selected, the property or heading is not exported.

In file case, the default name is the heading name. However, the name can be modified.●

In table case, names may be selected from the list of fields in the destination table.●

Key

To export to a database table, it is possible to select a key by checking one or several Key?checkboxes.

cf. Add if no match

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique_persistante

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/calendrier_journalier

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/calendrier_horaire



In the case of an export to a file, it is possible to set the order of columns in the export file using the

arrows .

This order also defines the order of the resources in the file.

Definition tab

Add if no match


In the database case, the export is by default inserting new data.

This box allows you to check in the database if the data destination already exists, and create only ifit does not exist.

The key used for this verification is defined in correspondence tab.

Filter

It is possible to export only a portion of the resources. To do this, select the resources filter in the list.

Stored procedure


Lastupdate:2016/02/0916:34








Import context to follow

These parameter is only accessible if the import is done to aDatabase (except MSACCESS).




Database●

By URL●



Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_resources_definition

Last update: 2016/02/09 16:34





https://www.visual-planning.com/doc/en/7-import_et_export/export_resources_definition#database_case

2017/11/10 10:45 1/6 Export Resources


Export Resources

DEFINITION

This functionality allows to export a group of resources of a dimension from a VISUAL PLANNINGplanner to an external destination.

A resources export can be done to:

create a planner that will have the same resources●

reprocess datas from VISUAL PLANNING to another software by exporting the datas into a correct●

format.

A resources export is done into a unique destination that may be :

A *.CSV file●

A *.XLS or *.XLSX sheet (or a tab)●

A database table :●

MYSQL,❍

ORACLE,❍

SQLSERVER,❍

or MSACCESS.❍

There are two types of export :

Simple Insertion of new entries,●

Simple Update of existing entries.●

PREREQUISITES


Technical Requirements vary depending on the technology used for the destination.

The main one being that the destination exists and VISUAL PLANNING accessed correctly.

Other prerequisites may appear depending on the trigger used to start the export.




Last update:2014/08/21 13:09 en:7-import_et_export:export_resources https://www.visual-planning.com/doc/en/7-import_et_export/export_resources




A heading in the dimension called VPEXPORT●

Texte type❍


or boolean type❍

This heading can store the date, the hour of the last export, the login and the name of the context.

SETTINGS


Create a resources export context

To create a new resources export context, go to the Global Settings panel > Right-Click onExport resources > Create an Export context > Choose the right dimension.

The lower part is then activated :








Restore to undo.●

These settings are:

Name


Description


History


Definition


cf. Definition of context to export resources

Mark the treatment

This checkbox allows, if selected, enable the option to insert text in exported resources.

cf. Use below

"URL" call







Resource's creation/modification

This box enables the triggering of context during the creation and/or modification of resources.





Activated



Triggers



Reporting activated



Sender











Recipients



Modify a resources export context

To modify a resources export context, go to the Global Settings panel, Right-Click on thecontext to modify it.

The lower part of the panel is then activated. Modify the settings (cf.Create a resources exportcontext), then click on OK to save the modifications.

Duplicate a resources export context

To duplicate a resources export context, go to the Global Settings panel, Right-Click on thecontext > Duplicate.

The lower part of the panel is then activated. Modify the settings of the duplicated context (cf.Createa resources export context), then click on OK to save the modifications.

Delete a resources export context

To delete a resources export context, go to the Global settings panel > Right-Click on thecontext > Delete.


Then click on:





USE

Trigger










Mark the treatment

If the context marks the treatment, the history and the name of the context are stored in theexported ressource in a heading called VPEXPORT, if it exists (cf. functional requirements above).

export, service, automatic, resource, table, file, database


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_resources

Last update: 2014/08/21 13:09


















2017/11/10 10:45 1/5 Import using service


Import using service

This page describes how to launch an import via service.








DEFINITION

A Service import allows to launch, at a defined frequency, an import of datas into VISUAL PLANNING.

This feature concerns:

the Import Resources,●

the Import Events.●

With this feature, it is possible to regularly execute predefined Import contexts.


a *.CSV file,●

a *.XLS file,●

or a database.●

REQUIREMENTS


This feature is only available for VISUAL PLANNING ENTERPRISE 5.2










Last update: 2013/10/1714:57 en:7-import_et_export:import_service https://www.visual-planning.com/doc/en/7-import_et_export/import_service


The service import needs:

To prepare the file or the database source,●

To define an import context.●

cf. Import Resourcescf. Import Events

SETTINGS

Service import settings

To set a service import, go to the Global settings > Left-Click on an import context.

This context can belong to resources or events.


To know more about these features, go to Import Resources or to the Import Events.

Only the following features concern the services of the context:







Activated

This checkbox enable the service of the import context.

Triggers

The triggers define:

the frequency of the import,●

the source file (if the import is made from a file),●

the action to do on the file after the import (if the import is made from a file).●

By clicking on the button on the right , the following window appears:

This window defines the list of the services of the import context.

It means that the same import context can be launched as many times as necessary.

Frequency

There are two types of frequency:

Every day at a defined hour●

Every … at a defined hour (For instance : Every Monday)●

Every X minutes●

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_edition_filtre.jpg?id=en:7-import_et_export:import_service

Last update: 2013/10/1714:57 en:7-import_et_export:import_service https://www.visual-planning.com/doc/en/7-import_et_export/import_service


Information

If the frequency was defined as Every day, precise the hour,●

If the frequency was defined as Every minute, precise the number of minutes.●

File

If the import is made from a *.XLS or a *.CSV file, precise the address of the file that must be used bythe service.

Unlike the path defined in the import context, the file must be accessible from the server.

Action

Finally, define the treatment to do on the imported file after the import.

Delete : It definitely deletes the imported file,●

Archive : It renames the file with the mention OLD,●

None : Any treatment is done on the imported file.●

USE

The service import of datas into VISUAL PLANNING does not require any particular purpose.

The final user will have his data directly modified without any action, transparently.

The history of the event or the resource store the name of the context as the user name.

For services to work, it is necessary to activate the following elements.

These actions must be done by the administrator:

The VISUAL PLANNING server must be running.1.The service trigger of the import context or export context must be enabled: cf. Activated2.The import and export services of the planner must be activated: (Admin Center> Right-click on3.the planner> activate Import Service / export) cf. Management of the plannersThe import and export services of the application must be enabled: cf. Management of the services4.

import, service, automatic, resource, event

https://www.visual-planning.com/doc/en/8-administration/gestion_des_plannings





https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/evenement_proprietes#history_block


https://www.visual-planning.com/doc/en/8-administration/gestion_des_services




Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/import_service

Last update: 2013/10/17 14:57



2017/11/10 10:45 1/4 Export Events Report


Export Events Report

DEFINITION

This functionality allows to export an Events Report from a VISUAL PLANNING planner to an externaldestination that may be :

.CSV file●

.XLS sheet (or a tab)●

REQUIREMENTS

Ths Events Report Export requires to create and display an Events Report View.

SETTINGS

It is not possible to register the settings of an events report export.

This settings must be defined for each use.

USE

Launch an events report export

To export an events report Click on the events report view then go to the Planner menu >Export block > Export events report.

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_rapport_d_evenements

Lastupdate:2013/08/2214:46

en:7-import_et_export:export_de_rapport_d_evenements https://www.visual-planning.com/doc/en/7-import_et_export/export_de_rapport_d_evenements


The following window appears:

Then, specifiy the characteristics of the export and click on OK.

Excel file type

The files must have a *.XLS extension.

Then give:

The Path: Path to the destination file. If this file does not exist yet, it is created when exporting.●

and the Sheet where the datas must be exported. If this sheet does not exist yet, it is created when●

exporting.

CSV file type

2017/11/10 10:45 3/4 Export Events Report


The file must have a *.CSV extension.

Then define:

The Separator of the values into the destination file. The separator can be a:●

Semicolon,❍

Dot,❍

Blank,❍

Comma,❍

Tab.❍

The Path to the destination file. If the file does not exist yet, it is created when exporting.●

Export report

When the export is done, the Export Report window appears to recapitulate what was done.

Correct export

If the export was correctly done, the following message appears:

Existing data

When the export file is a *.XLS or a *.CSV file, if the datas already exist in the file, the followingmessage appears:

Lastupdate:2013/08/2214:46

en:7-import_et_export:export_de_rapport_d_evenements https://www.visual-planning.com/doc/en/7-import_et_export/export_de_rapport_d_evenements


Then:

Click on Yes to overwrite the existing datas,●

or click on No to modify the export settings.●

Incorrect export

If the export settings were not correctly set, the following message appears:

The export will not be done until the settings are correct. Then, a window appears to notify thiscorrect export. (cf. above)

report, event, export, file


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/export_de_rapport_d_evenements

Last update: 2013/08/22 14:46

https://www.visual-planning.com/doc/tag/report?do=showtag&tag=report


https://www.visual-planning.com/doc/en/7-import_et_export/export_de_rapport_d_evenements




2017/11/10 10:45 1/15 Print a view


Print a view

DEFINITION

Print a view is the simplest way to print the data of a planner.

Prints are available in:

Schedule view●

Resources view●

Diary view●

Events view●

Events report view●

It is possible to make prints on paper, but also to produce documents in *.PDF format.

In addition it is possible to print a resource and to print an event.

SETTINGS

Printing a view works in a similar manner to the concept of WYSIWYG.

For optimal use, it is advisable to set and save settings for printing. In fact, all the print settings canbe saved in a favorite display

Page Settings

Before creating a context of printing, it is necessary to define the default layout you want.

To do this, left click on the button below:

The following window appears where you can define the default page setting.

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_evenements

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_agenda

https://www.visual-planning.com/doc/en/7-import_et_export/impression_evenement

https://www.visual-planning.com/doc/en/7-import_et_export/impression_ressource

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_rapport_d_evenements

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_planning

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue_ressources

Last update: 2014/08/2616:07 en:7-import_et_export:impression_vue https://www.visual-planning.com/doc/en/7-import_et_export/impression_vue


In this window, you specify the characteristics of the layout.

This definition of the page settings can be saved as a favorite display.

It should then click on OK to confirm.

Preview

You can watch a preview of the print through the button below:

The following windows appears:

2017/11/10 10:45 3/15 Print a view


You can change the print settings. (cf. Print settings)

Then, click on OK.

The preview window comes up:

By buttons on the top left, it is possible to:

Start printing●



Zoom in●

Zoom out●

Exit●

Print Settings

It is necessary to display the view to be printed, then click on the header of this view.

We must then click on the button which is located at the right side in the header of the view.

The following window appears where you must select the Printing tab.

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_boutton_paramaffichage.jpg?id=en:7-import_et_export:impression_vue

2017/11/10 10:45 5/15 Print a view


Then, to confirm, click on the OK button.

Depending on the type of view, the list of these parameters may be different:

Number of periods per page

It is the Number of periods per page which will be displayed.

Time by page

It is the period type that will be used (hour, day, week, month,…).

Restrict to events

When checked, the check box allows the limitation of the printing to only the period containing events.The period of time not containg events will not be printed.

E.g. if the period to be printed is one year, but the events cover only a part of the year, only that partwill be printed.

Period

It is the period of data printing.

Adjusting

It permits to adjust the print to the page, the height, the width.

The height of rows is adjusted to the maximum height of the existing rows.

Only table mode allows adjustment. This concerns:

Event view, Table mode●

Resource view, Table mode●

Event report view, Table mode●

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/calendrier_type_de_periode




Footer

It permits to define the page footer of the print:

The following buttons allow to define predefined informations:

: Page number●

: Number of pages●

: Date of printing●

: Time of printing●

: Name of the planner●

: Name of the view●

: Name of the user●

: Name of the group●

It is also possible to directly fill a specific text by entering directly into the desired zone

Header

It permits to define the page header of the print:


: Page number●



https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_vue.jpg?id=en:7-import_et_export:impression_vue

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https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_num_page.jpg?id=en:7-import_et_export:impression_vue

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_date.jpg?id=en:7-import_et_export:impression_vue

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_heure.jpg?id=en:7-import_et_export:impression_vue

2017/11/10 10:45 7/15 Print a view








Page break on heading

It permits to print row by row thanks to the resources heading sort.

Page setting

It permits to reach the Page setting.

Show logo

Check this box allows to display the logo at the top left in the print result.

Select logo

The logo is an image file that can be displayed in the print result.

This image is unique for all the planning.

Click on […] to browse the folders and select an image file.

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_vue.jpg?id=en:7-import_et_export:impression_vue

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_groupe.jpg?id=en:7-import_et_export:impression_vue

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Print schedule view

The characteristics of the printing of this view are as follows:

Number of periods per page●

Time by page●

Period●

Footer●

Header●

Page break on heading●

Page setting●

Show logo●

2017/11/10 10:45 9/15 Print a view


Select logo●

cf. Print settings

Print resources view


Adjusting●

Footer●

Header●

Page setting●

Show logo●

Select logo●

cf. Print settings

Print diary view




Footer●

Header●

Page setting●

Show logo●

Select logo●

cf. Print settings

Print events view

2017/11/10 10:45 11/15 Print a view



Adjusting●

Footer●

Header●

Page setting●

Show logo●

Select logo●

cf. Print settings

Print events report view




Adjusting●

Footer●

Header●

Page setting●

Show logo●

Select logo●

cf. Print settings

USE

Launch a printout

Whatever the view, to start a printout, you must go to the menu Planner > Block Printing > Print


2017/11/10 10:45 13/15 Print a view


You can change the print settings if necessary. (cf. Print settings)

You must then click on OK.

The window for selecting the printer settings will appear:

It should then click on OK.

The print is then launched.



Create a PDF file

Whatever the view, to start generating a *.PDF file, you must go to the menu Planner > BlockPrinting > Print


You can change the print settings if necessary, (cf. Print settings)

Then, click on OK.

Then simply select the directory where to save the *.PDF, with the following window

2017/11/10 10:45 15/15 Print a view


Finally, you should click Save

The creation of the *.PDF file is then launched.

print, pdf, publishing, view, printout


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/impression_vue

Last update: 2014/08/26 16:07

https://www.visual-planning.com/doc/tag/pdf?do=showtag&tag=pdf



https://www.visual-planning.com/doc/tag/publishing?do=showtag&tag=publishing

https://www.visual-planning.com/doc/tag/printout?do=showtag&tag=printout

https://www.visual-planning.com/doc/tag/view?do=showtag&tag=view

https://www.visual-planning.com/doc/tag/print?do=showtag&tag=print

2017/11/10 10:45 1/11 Print an event


Print an event

DEFINITION

The feature can print the contents of a single event in a table.

This impression is available in a:

Schedule view●

Events view●

Diary view●

It comes in two parts:

The top part is a table containing the headings of one resource of the event,●

The lower part is a table containing the characteristics of the event and other resources thereof.●

It is a good alternative to print a view and to print a ressource.

You can print on paper, or produce a *.PDF file.

SETTINGS

For optimal use of printing, it is advisable to save print settings in a favorite display.

cf. Favorite display

Preview

To watch a preview, it is necessary to display a view. (schedule view, events view or diary view)

Then you have to Right click on an event > Print > Preview


https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/affichage_favori








Lastupdate:2014/08/2611:07

en:7-import_et_export:impression_evenement https://www.visual-planning.com/doc/en/7-import_et_export/impression_evenement


The next window appears for editing the print settings:

2017/11/10 10:45 3/11 Print an event


It is necessary to define the characteristics of this prints, and click OK to start the preview.

These characteristics are:

Heading

We must choose the headings of the resource to be displayed on the print.

Period


Event Filter

You have to choose or set the filter of events to be print.

Adjusting



Lastupdate:2014/08/2611:07








Footer



: Page number●









Header


https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_vue.jpg?id=en:7-import_et_export:impression_evenement

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2017/11/10 10:45 5/11 Print an event



: Page number●









Page setting

It allows to reach the page setting.

The following window appears where you can define the default page setting.

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nb_page.jpg?id=en:7-import_et_export:impression_evenement

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https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_heure.jpg?id=en:7-import_et_export:impression_evenement

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_date.jpg?id=en:7-import_et_export:impression_evenement

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_planning.jpg?id=en:7-import_et_export:impression_evenement

Lastupdate:2014/08/2611:07





Then, click on OK to confirm.

Show logo


Select logo




2017/11/10 10:45 7/11 Print an event


Print according to editor

It is possible to use an events input editor to print the event.

If you want to print the default editor, you have to let the field blank.

Click on ok.

The preview appears :

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/editeur_d_evenements

Lastupdate:2014/08/2611:07



It is possible to :

To launch the printout●

To zoom in●

To zoom out●

To quit●

USE

Launch a printout

To start printing an event on a sheet of paper, you must right-click on the event > Print


2017/11/10 10:45 9/11 Print an event


You can change the print settings if necessary. (cf. Preview)





Lastupdate:2014/08/2611:07



Create a PDF file

To start printing a resource on a *.PDF file, you must right-click on the event > PDF


You can change the print settings if necessary. (cf. Preview)


Then simply select the directory where to save the *.PDF, with the following window:

2017/11/10 10:45 11/11 Print an event




print, resource, publishing, pdf


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/impression_evenement

Last update: 2014/08/26 11:07







2017/11/10 10:45 1/10 Print a resource


Print a resource

DEFINITION

This feature is useful to print the headings of a resource as well as all or part of related events.

This impression is available in a:

Schedule view●

Resources view●

It comes in two parts:

The top part is a table containing the headings of the resource,●

The lower part is the list of filtered events of the resource.●

It is a good alternative to print a view and to print an event.

You can print on paper, or produce a *.PDF file.

SETTINGS

For optimal use of printing, it is advisable to save print settings in a favorite display.

cf. Favorite display

Preview

To watch a preview, it is necessary to display a view. (schedule view or resources view)

Then you have to Right click on a resource > Print > Preview



https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/affichage_favori





Last update:2014/08/2911:02

en:7-import_et_export:impression_ressource https://www.visual-planning.com/doc/en/7-import_et_export/impression_ressource


The next window appears for editing the print settings:

It is necessary to define the characteristics of this prints, and click OK to start the preview.

These characteristics are:

2017/11/10 10:45 3/10 Print a resource


Heading

We must choose the headings of the resource to be displayed on the print.

Period


Event Filter

You have to choose or set the filter of events to be print.

Adjusting







Footer



Last update:2014/08/2911:02




: Page number●









Header



: Page number●









Page setting

It allows to reach the page setting.

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_num_page.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_user.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_groupe.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_vue.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_vue.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_planning.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_date.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_user.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nb_page.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_heure.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_planning.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_heure.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nom_groupe.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_date.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_num_page.jpg?id=en:7-import_et_export:impression_ressource

https://www.visual-planning.com/doc/_detail/imagev5/symbole/vp5_bouton_impression_pied_de_page_nb_page.jpg?id=en:7-import_et_export:impression_ressource

2017/11/10 10:45 5/10 Print a resource


The following window appears where you can define the default page setting for the selectedresource.



Then, click on OK to confirm.

Show logo


Select logo




Last update:2014/08/2911:02



Print according to editor

This option allows you to select the resource editor to be used for printing.

Choose empty value for the default editor.

c.f. Resources Input Editor

The preview window comes up:

By buttons on the top left, it is possible to:

Start printing●

Zoom in●

Zoom out●

Exit●

USE

Launch a printout

To start printing a resource on a sheet of paper, you must right-click on the resource > Print

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/editeur_de_ressources

2017/11/10 10:45 7/10 Print a resource



You can change the print settings if necessary.



Last update:2014/08/2911:02





Create a PDF file

To start printing a resource on a *.PDF file, you must right-click on the resource > PDF


2017/11/10 10:45 9/10 Print a resource


You can change the print settings if necessary.


Then simply select the directory where to save the *.PDF, with the following window:

Last update:2014/08/2911:02





print, resource, publishing, pdf


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/impression_ressource

Last update: 2014/08/29 11:02







2017/11/10 10:45 1/2 Print


Print

DEFINITION

Printing is a function that allows to print the datas of a planner.

You can print:

A View,●

A Resource,●

An Event.●

In each case, the result of printing can be:

Either on a sheet of paper,●

Either a PDF file.●

PRINT A VIEW

cf. Print a view

PRINT A RESOURCE

cf. Print a resource

PRINT AN EVENT

cf. Print an event

print, resource, publishing, event, paper, view, pdf


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/impression

Last update: 2013/08/22 14:47


https://www.visual-planning.com/doc/tag/view?do=showtag&tag=view





https://www.visual-planning.com/doc/tag/paper?do=showtag&tag=paper






https://www.visual-planning.com/doc/en/7-import_et_export/impression

https://www.visual-planning.com/doc/en/5-gestion_de_l_affichage/vue


Last update: 2013/08/22 14:47 en:7-import_et_export:impression https://www.visual-planning.com/doc/en/7-import_et_export/impression


2017/11/10 10:45 1/2 Sending e-mails


Sending e-mails

DEFINITION

VISUAL PLANNING includes a feature to send e-mails.

According to the version, it can send:

From a resource:●

An empty email,❍

An email with a printed resource in a *.PDF attached file,❍

From an event:●

An e-mail sent automatically or manually.❍

The planning administrator can choose the email sending mode:

From a mail software,●

From a SMTP server.●

A SMTP server has some requirements. This requirements are satisfied only with the VISUALPLANNING ENTERPRISE version.

SENDING E-MAIL FROM A RESOURCE

Sending an email after writing it●

Send resource printing by e-mail●

SENDING E-MAIL FROM AN EVENT

Sending an e-mail from an event●

Sending an email via SMTP server●

Automatic sending of e-mails●

manual, automatical, smtp, sender, email, pdf

https://www.visual-planning.com/doc/tag/sender?do=showtag&tag=sender



https://www.visual-planning.com/doc/tag/email?do=showtag&tag=email

https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource

https://www.visual-planning.com/doc/tag/smtp?do=showtag&tag=smtp



https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource_pdf

https://www.visual-planning.com/doc/en/7-import_et_export/mail_event

https://www.visual-planning.com/doc/tag/automatical?do=showtag&tag=automatical


https://www.visual-planning.com/doc/tag/manual?do=showtag&tag=manual

Last update: 2013/10/07 11:47 en:7-import_et_export:mail https://www.visual-planning.com/doc/en/7-import_et_export/mail



Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/mail

Last update: 2013/10/07 11:47

https://www.visual-planning.com/doc/en/7-import_et_export/mail


2017/11/10 10:45 1/4 Sending an email after writing it


Sending an email after writing it

DEFINITION

VISUAL PLANNING allows to send mails from a resource of the planner.

The message addressee can be defined into a heading or directly entered when writing the email.

The email object and the text message are written and additional documents can be included in theemail.

PREREQUISITES

Technical prerequisites

Messaging software must be installed on the client that will send the email.

This functionality is validated for:

MICROSOFT OUTLOOK OFFICE 2007 and 2010●

Functional prerequisites

There is no functional prerequisite to use this functionality.

However, for a proper use, it is useful to create for each dimension using the emails :

One or more text headings which contain the email addresses,●

A heading in the dimension named VPMAIL which is:●

a Text Heading❍

or a Multi-line Text Heading❍

or a Boolean heading❍

According to the heading type, the date, the hour and the login of the last email of each resource willbe stored.






Last update: 2014/08/2914:30 en:7-import_et_export:mail_ressource https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource


SETTINGS

This functionality does not need any settings.

USE

To use this functionality, Right click on a resource > Send > an email.

If one or more headings that contain email adresses exist, they will be directly used as the addresseesof the email.

The rest of the definition of the email and its effective delivery depends entirely on the messagingsoftware.

The messaging window opens to:

modify the different fields of the email (object, etc.),●

Validate and send the email.●

2017/11/10 10:45 3/4 Sending an email after writing it


Example:

SMTP Server

In ENTERPRISE version, if the SMTP server is configured, when sending mail from a ressouve, a mailerfrom VISUAL PLANNING opens automatically instead of the mailer software installed on the computer.

The sender e-mail address is that of the user, defined in the ADMIN CENTER.

Cf. Sending an email via SMTP server

resource, mail, print, pdf




https://www.visual-planning.com/doc/tag/mail?do=showtag&tag=mail

https://www.visual-planning.com/doc/_detail/imagev52/en/vpmail/vp52_en_send-mail-client2.jpg?id=en:7-import_et_export:mail_ressource


Last update: 2014/08/2914:30 en:7-import_et_export:mail_ressource https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource



Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource

Last update: 2014/08/29 14:30

https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource


2017/11/10 10:45 1/4 Send resource printing by e-mail


Send resource printing by e-mail

DEFINITION

VISUAL PLANNING allows to send a *.PDF file, in an e-mail attachment, a resource' planning, print aresource.

The addressee e-mail address can be defined in the planner in a separate heading.

The planner administrator can choose the type of e-mail sending:

either via a messaging software,●

either via the SMTP server.●

REQUIREMENTS


Messaging software must be installed on the client who will send the e-mail.

This functionality was validated for:

* MICROSOFT OUTLOOK OFFICE 2007 and 2010

SMTP Server

It is essential that the SMTP server is accessible from the VISUAL PLANNING server.

Cf. SMTP server technical requirements


For a good use, it is useful to create, for each dimension who makes use of sending e-mailsfunctionality:

One or more than one text headings containing one or several addressees' e-mail addresses.●

One heading of the resource called Sent E-mail:●

https://www.visual-planning.com/doc/en/9-modules/mail_smtp#pre-requis_techniques




Last update:2014/08/29 14:33 en:7-import_et_export:mail_ressource_pdf https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource_pdf


Text type❍


or Boolean type❍

This heading can store the date, the hour of the last email send from each resource and the login ofthe sender.

SMTP Server

In the SMTP case, it is necessary to define the sender e-mail address.

To do this, you need to access ADMIN CENTER, then click Users, then Right click on the user>Modify.

In the opening window, you must fill in the user E-mail address and click Validate

Cf. SMTP Server

SETTINGS

This functionality uses the settings made for print a resource.

The settings can be saved in a favorite display and can be afterwards, modified by the users, pleasesee VISUAL PLANNING documentation.

SMTP Server

In the SMTP case, it is necessarily to configure it.

Cf. SMTP server settings.

USE

This functionality allows sending an e-mail with an attachment: a *.PDF file, containing the selectedresource's printing.

When having a multiple resources selection, a unique *.PDF file will be send to all the selectedresources. The file will contain the selected resources printing, each resource on one page.

In order to use this type of e-mail sending, you need to Right click on a resource > Send > PDFmail.

https://www.visual-planning.com/doc/en/9-modules/mail_smtp#expediteur





https://www.visual-planning.com/doc/en/7-import_et_export/impression_ressource#parametrage

https://www.visual-planning.com/doc/en/9-modules/mail_smtp#parametrage

2017/11/10 10:45 3/4 Send resource printing by e-mail


The printing configuration window opens:

The printing settings are, by default, those saved within the favorite display.

If necessarily, it is possible to change the settings, (Cf. Print a resource).

You then need to click OK.

Two cases are then possible, depending if the SMTP server is used or not:

If the mail sending is via a messaging software. It's the case within version ONE, ESSENTIAL and●

ENTERPRISE (if the SMTP server is not configured).If the mail sending is via SMTP server. This only works in ENTERPRISE version and only if the SMTP●

server is configured.

Messaging software

Within the versions ONE, ESSENTIAL and ENTERPRISE (if the SMTP server is not configured), at eache-mail sending, the messaging software window opens in order to allow:

Filling in or modifying the different e-mail fields (subject, e-mail body, etc),●

Validate the sending.●

Software messaging window example:

https://www.visual-planning.com/doc/en/7-import_et_export/impression_ressource#apercu

Last update:2014/08/29 14:33 en:7-import_et_export:mail_ressource_pdf https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource_pdf


SMTP Server

In ENTERPRISE version, if the SMTP server is configured, when sending mail from a ressouve, a mailerfrom VISUAL PLANNING opens automatically instead of the mailer software installed on the computer.

The sender e-mail address is that of the user, defined in the ADMIN CENTER.

Cf. Sending an email via SMTP server

resource, mail, print, pdf


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource_pdf

Last update: 2014/08/29 14:33

https://www.visual-planning.com/doc/en/7-import_et_export/mail_ressource_pdf







2017/11/10 10:45 1/11 Sending an e-mail from an event


Sending an e-mail from an event

DEFINITION

VISUAL PLANNING allows sending e-mails from a selection of events.

Depending on the version, the email send can be:

Manually via a mailing software (versions: ONE, ESSENTIAL, ENTERPRISE),●

Manually via a SMTP server (only ENTERPRISE version),●

Automatically via a SMTP server (only ENTERPRISE version).●

This emails use predefined models.

REQUIREMENTS


A mailing software must be installed in the work station mail sender.

This function has been validated by:

MICROSOFT OUTLOOK OFFICE 2007 et 2010●

SMTP server

Using this option requires access to an SMTP server.

cf. Technical requirements of the SMTP server




A heading in a form called VPMAIL●




Last update: 2016/02/09 16:32 en:7-import_et_export:mail_event https://www.visual-planning.com/doc/en/7-import_et_export/mail_event


Texte type❍


or boolean type❍

This heading can store the date, the hour of the last email send from each resource, the login of thesender and the name of the model.

ADMINISTRATOR SETTINGS

The administrator of this functionality is the user who can set the email send model settings.

It depends of the VISUAL PLANNING version :

En version ONE

Only one user is allowed to use VISUAL PLANNING.

This user can set the email send model settings.

En version ESSENTIAL

All users can set the email send model settings.

Version ENTERPRISE

VISUAL PLANNING administrator (user: “admin”) can always set the email send model settings.

It is possible to define other administrators only from this tool.

For this, go to ADMIN CENTER and click the Modules button.

On the modules liste, Right click on Mail > Modify







It is necessary to choose the administrator users of this tool.

Then, click Ok

SETTINGS

It is necessary to have, at least, one VPMail model created.

For this, go to Settings > Configuration menu > VPMail

It is possible to define as many models of emails as necessary.

The settings windows appears, to create a model, follow the instructions: Right click on TemplatesVPMail > Create a template VPMail

The right panel is activated:



It is necessary to define the characteristics of the template:

Name

The name of the template.

Description

The description of the template.

History

Date, hour of the last modification. There is also the user who did this modification.

This field is automatically updated.



Contents

It is a free text zone where the user can write the content of the email.

It is possible to include in this text one or several entities of the planning :

Form and/or Dimension Headings●

Valuation item●

Event attributes (including history)●

Global variables $ USERNAME and $ USERFULLNAME●

The variables of the parent event, if it is a mail sending from a son event.●

Event filter

It is the event filter which define the features of the events.

Only the events fitting this feature could be sent.

Marked the sending

Date, hour of the last email send. There is also the user who did this send.

c.f. Use below

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/formulaire


https://www.visual-planning.com/doc/en/3-definition_de_la_structure/rubrique

https://www.visual-planning.com/doc/en/3-definition_de_la_structure/poste_de_valorisation

https://www.visual-planning.com/doc/en/4-manipulation_des_donnees/filtre_d_evenements



Attached files

If there are Attachment headings, then, it is possible to attach these ones in the email.

The attachment headings that will be associated to the mail are those of the dimensions and/or theform of the event.

HTML format

This box allows you to send email in HTML format

Open mailer

This check box allows you to activate (or not) the internal mailer of VISUAL PLANNING before to senda mail. In case of an events multi-selection , a mailer appears for each event.

Recipients

It is the field to fill with text headings cotaining the email address of the recipient.

This heading may contain multiple email addresses separated by a semicolon.

Subject

This is a free text field that contains the subject.

It is possible to insert in the text one or more entities of the planner :

One or severals dimension and/or form heading●

One or severals values of the selected event●

Valuation item●

Sender hidden copy

This parameter is only available if the SMTP server is setted.

This is only useful in the case of sending e-mails automatically.





cf. [..9-modules:mail_auto| Automatically email send]]

Activated

This parameter is available only if the SMTP server is setted.


cf. Automatically email send

Email address sender




Triggers




USE

To send an email Right click over one or several events > Send mail









Choice of model

Several options are available:

If no model corresponds to the selected event, then nothing happens and the mail is not sent.●

If one model corresponds to the selected event, the email send begins.●

If several models correspond to the selected event, the following window appears:●



Choose the correct templated, then click Ok. The email send begins.

Email sending

Two cases are possible depending on the use or not of a SMTP server:

Mailing software. It is availabe for the following versions: ONE, ESSENTIAL and ENTERPRISE (if the●

SMTP server is not setted).SMTP server. It is only available with the ENTERPRISE version (if the SMTP server is well setted).●

Case: Mailing software

The window of the mailing software appears:

Fill or modify the different fields of the email (subject, text of the email, etc),●

Send the email●

Example of a mailing software window:



Case: SMTP server

With the ENTERPRISE version, if the SMTP server is well setted, the email is automatically send fromVISUAL PLANNING without openning the mailing software.

If the option Open mailer is checked, this window appears before to send the email :

The email adress of the sender is :

Which is defined in the ADMIN CENTER if the sending is from an event.●

Or which is defined in the email sending context if the automatic email sending is activated●

cf. Automatic sending of e-mails

Unable to send mail

Errors messages appear if the email can't be sent :


https://www.visual-planning.com/doc/_detail/imagev52/en/vp/vp52_en_vpmail_erreursurvenue.jpg?id=en:7-import_et_export:mail_event



Marked the sending

In case the mail template uses the functionality of marking-off, the history and the name of the modelare stored in the event sent:

in a form heading called VPMAIL, if it exists (cf. functional requirements above)●

in the event note si the form heading doesn't exist●

event, mail, smtp


Permanent link:https://www.visual-planning.com/doc/en/7-import_et_export/mail_event

Last update: 2016/02/09 16:32

https://www.visual-planning.com/doc/en/7-import_et_export/mail_event




https://www.visual-planning.com/doc/tag/smtp?do=showtag&tag=smtp

import and export, publishing - visual planning...2017/11/10 10:45 3/3 import and export, publishing...

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