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| − | ==Overview==
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| − | OnePager Pro ('''OPP''') provides expanded '''cloud''' access capabilities by supporting access to Microsoft Project Server and Project Online accounts. '''OPP''' can connect to '''cloud''' resident databases so that charts and snapshots can be '''created/updated''' directly from these '''source plans'''.
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| − | Additionally, '''OPP''' supports access to '''multiple accounts''', '''searches of online databases''' for specific '''source plans''', and '''online security protocols'''. With this feature, you are able to '''access''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Standalone''' applications to '''create''', '''update''', and '''open''' charts.
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| − | ==General Cautions==
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| − | Both '''OnePager Pro Add-in and Standalone''' support accessing your '''cloud''' resident files without the assistance of Microsoft Project Professional. Additionally, both products can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''.
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| − | For more information, please see the article at: [[Creating Various Multi-Project Charts with OnePager Pro and Express for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager Pro and Express (Portal)]] 8.0.1-71
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| − | However, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), '''caution is recommended''' when '''mixing source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, both '''OnePager Pro Add-in and Standalone''' prohibit, to the extent possible, the combination of '''source plans''' from differing '''media''' being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart. As an additional precaution, please be mindful of the setting of the '''Server method''' in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tabs. The '''Template Properties''' form's '''Advanced''' tab is shown below:
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| − | <center>[[File:P70-8_5_1-(1)-05142020.png]]</center>
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| − | <!--<center>P70-8_5_1-(1)-05142020.png</center>-->
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| − | This setting is critical to inform '''OPP Add-in''' of whether to access the '''cloud''' resident '''source plan''' directly or to access it via Microsoft Project.
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| − | ==Using OnePager Pro with Server Resident Project Plans==
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| − | Both OnePager Pro ('''OPP''') products ('''Add-in and Standalone''') support access to your Microsoft Project Server or Project Online '''accounts'''.
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| − | ===Using OnePager Pro Add-in===
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| − | If you are planning to use OnePager Pro's '''Add-in''' application, you are able to easily connect and access your '''accounts''' from Microsoft Project Professional (before launching '''OPP'''). We recommend that you use Microsoft Project Professional to connect, access, and verify before launching '''OPP Add-in''' from the Microsoft Project Professional tool bar. Once connected and '''account''' access is verified through Microsoft Project Professional, use the '''OPP Add-in''' application as you normally would to create '''NEW''' charts, '''UPDATE''' existing charts, or simply '''OPEN''' existing charts. Please use the article referenced below to guide your use of '''OPP Add-in''' in the Microsoft Project Server or Project Online environments.
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| − | If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should open the '''Chart Properties'''form and change it to '''Use MS Project Professional''' if you want to use Microsoft Project to access the '''source plan''' data.
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Add-In with Server Resident Project Plans]] 8.5.1.1-70
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| − | | [[Using OnePager Pro Add-In with Microsoft Project/Project Online for Version 7.1 | Using OnePager Pro Add-In with Microsoft Project/Project Online]] 8.5.1.1-71
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| − | |}
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| − | </center>
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| − | ===Using OnePager Pro Standalone===
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| − | If you are planning to use OnePager Pro's '''Standalone''' application, the product supports connecting, accessing, and verifying your Microsoft Project Server or Project Online '''accounts'''. The article link below describes in detail how to use '''OPP Standalone''' to first connect, access, and verify access to your Microsoft Project Server or Project Online '''accounts'''. The article continues with specific tips on creating '''NEW''' charts, '''UPDATING''' existing charts, and '''OPENING''' existing charts.
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Desktop with Server Resident Project Plans]] 8.5.1.2-70
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| − | | [[Using OnePager Pro Standalone with Microsoft Project/Project Online for Version 7.1 | Using OnePager Pro Standalone with Microsoft Project/Project Online]] 8.5.1.2-71
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| − | |}
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| − | </center>
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| − | ==Troubleshooting==
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| − | Please refer to these '''Frequently Asked Questions''' if you are having problems:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
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| − | | [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
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| − | | [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
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| − | | [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
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| − | |}
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| − | </center>
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| − | ==Related Links==
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| − | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
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| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
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| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
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| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
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| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
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| − | (8.5.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Add-in]]
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| − | [[Category:Standalone]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Multi-Project Formats]]
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| − | [[Category:Enterprise Integration]]
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| − | [[Category:Microsoft Project Server Accounts]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Charts]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Templates]]
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| − | [[Category:Sharing Output]]
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| − | [[Category:Microsoft Project]]
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| − | [[Category:OnePager Pro]]
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