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| − | ==Overview==
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| − | '''OPP Standalone''' can connect to '''cloud''' resident databases so that charts and snapshots can be created directly from these '''source plans'''. The OnePager Pro '''Standalone''' operates the same in all modes (i.e., '''NEW, UPDATE, and OPEN''') when '''source plans''' are accessed from Microsoft Project Server or Project Online '''accounts''' as when '''source plan''' data are resident on your computer. When you intend to use Microsoft Project '''source plans''' that are resident in the '''cloud''' along with '''OPP Standalone''', we recommend that you access your '''source plans''' using Microsoft Project Professional rather than through '''OPP Standalone'''. By doing so, '''OPP''' supports access to multiple '''accounts''', searches of online databases for specific Gantt chart '''source plans''', and online security protocols. With this access, you are able to '''Pull''' 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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| − | For more information on '''Pull Operations''', please see the articles at: [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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| − | ==General Cautions==
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| − | '''OPP Standalone''' supports accessing '''cloud''' resident '''source plans''' without the assistance of Microsoft Project Professional. Additionally, '''OPP Standalone''' 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 on '''Creating multiple charts''', 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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| − | As a caution, 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), we do not recommend mixing '''source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, '''OPP Standalone''' prohibit, to the extent possible, the combination of '''source plans''' from differing '''media''' from being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart.
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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 access the '''Chart Properties''' form and change the '''Server method''' setting to '''Use MS Project Professional''' if you want to use Microsoft Project to access the source data.
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| − | Please keep these '''cautions''' in mind when constructing '''source packages''' for '''OPP Add-in'''.
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| − | ==Getting Started==
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| − | ===Launch OnePager Pro Standalone===
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| − | Launch the '''OPP Standalone''' application. Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
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| − | <center>[[File:P70-8_5_1_2-70-(1)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(1)-09052019.png</center>-->
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| − | When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which accesses a dropdown menu. Then, click the '''BROWSE Project Server…''' option as shown below:
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| − | <center>[[File:P70-8_5_1_2-70-(2)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(2)-09052019.png</center>-->
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| − | ===Logging-in to Your Microsoft Project Server Account===
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| − | The previous action accesses the '''Account Information for Data Source''' form, shown below. Use the form to connect to your Microsoft Project Server account.
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| − | <center>[[File:P70-8_5_1_2-70-(3)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(3)-09052019.png</center>-->
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| − | The function of three (3) of the five (5) fill-in windows and the checkbox are mostly self-explanatory, however, more details are provided below:
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| − | ====Save Password====
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| − | A few comments are in order related to the '''Save Password''' checkbox. When this checkbox is checked '''ON''', OnePager encrypts and remembers the password you provide. Essentially, checking this checkbox '''ON''' gives OnePager Pro permission to store your credentials. The information is used to automatically connect to the same Microsoft Project Server account in the future if you make reference to its projects. If the '''Save Password''' checkbox is not checked '''OFF''', you need to fill in the password form each time you want access one of its projects. If you previously logged into a Microsoft Project Server account via Microsoft Project Professional and gave Windows permission to remember your credentials, OnePager does not even need to know your '''user name''' and '''password'''. It can login using the Windows credentials stored on your computer for that URL. For more information go to the Windows Control Panel\User Accounts and Family Safety\Credential Manager.
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| − | At the present time, whenever you upgrade your version of '''OPP''' on your local computer, the '''OPP''' database is purged of all data associated with Microsoft Project Server or Project Online credentials.
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| − | For login actions to get to Enterprise Custom Fields see the article at: [[Using Enterprise Custom Fields from Microsoft Project Project Server/Project Online for Version 7.0 | Using Enterprise Custom Fields from Microsoft Project Project Server/Project Online]] 24.3.1-71
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| − | ====Account Nickname====
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| − | The '''Account Nickname''' can be anything you want. It starts out as something constructed from the URL, but that is just a suggested default value for the '''nickname'''. You should choose an '''Account Nickname''' makes it easy to tell different accounts apart. OnePager Pro keeps track of all '''accounts''' (set of '''account parameters and credentials''') that you create and lets you give the '''account credentials''' a '''custom name''' or '''Nickname'''. If you don't give a '''new account''' a '''custom name''', OnePager Pro numbers the '''accounts''' and caches them for you. The '''custom names''' that are cached by OnePager Pro are provided to you in the '''Choose what to import''' form's '''Select Account''' dropdown list shown below where you have the option to '''Edit''', '''Delete''', or to '''Add''' an additional '''Account'''. Once the fields are filled in, click the '''OK''' button to go to the next form where you click the '''Connect''' button.
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| − | ===Selecting a Project or Projects from Your Microsoft Project Server Account===
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| − | Clicking the '''OK''' button on the form above accesses the '''Choose what to import''' form shown below:
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| − | <center>[[File:P70-8_5_1_2-70-(4)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(4)-09052019.png</center>-->
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| − | The '''Select Account''' control group of the form, as mentioned above, contains a list of previously cached '''account names'''. Use the dropdown list to select the '''account''' you wish to access. You can also '''Edit''' the selected '''account name''', '''Delete''' it from the dropdown list, or '''Add''' a new '''account name'''. Clicking the '''Edit''' button accesses the '''Account Information Data Source''' form for the selected '''account''' containing the associated '''account parameters and credentials''' when can then be '''edited'''. Clicking the '''Delete''' button immediate removes the selected '''account''' from the dropdown list. Clicking the '''Add''' button accesses a '''blank''' '''Account Information Data Source''' form that is ready to be filled in with information to create a '''new account'''.
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| − | The form above allows you to establish Microsoft Project Server account connections, perform '''edits''' on the account log-in information, and delete accounts. Once connected, the form provides a scrollable space to display the projects in the account and a '''filtering''' mechanism to assist in searches.
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| − | The '''OPP Standalone''' application does not let you mix ordinary projects (e.g., non-Project Server files) with server-based project. It never gives you the option to add a server object to the ordinary projects that are already in your '''source packet'''. If, however, you delete all the projects from the '''source packet''', it gives you the option to add either type of project (i.e., ordinary or server-based) to the empty '''source packet'''.
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| − | ===Using the Automatically Connect Checkbox===
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| − | If you plan to ultimately select several projects to create a '''multi-project''' chart, we recommend that you check the '''Automatically connect''' checkbox before clicking on the '''Connect''' button as described below. As a warning, be advised that once the '''Automatically connect''' checkbox is checked '''ON''', this checkbox must be unchecked in order to disconnect from your Microsoft Project Server account with the '''Disconnect''' button. Checking the '''Automatically connect''' checkbox automatically logs in to the selected account every time you open the form.
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| − | ===Connecting to your Microsoft Project Server Account Projects===
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| − | When you click the '''Connect''' button in the '''Connect to Source''' group, the form displays the project information available at the site and looks something like this:
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| − | <center>[[File:P70-8_5_1_2-70-(5-1)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(5-1)-09052019.png</center>-->
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| − | There are three groups of controls in the '''Choose what to import''' form:
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| − | ====Select Account====
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| − | The left-most field contains the '''Account Nickname''' you gave the account and has a dropdown menu so that, if you have several accounts available, you can select among them. Clicking the '''Add''' button accesses the '''Account Information for Data Source''' form allowing you to enter another set containing a URL, User name, Password, and '''Account Nickname'''. Clicking the '''Edit''' button accesses the '''Account Information for Data Source''' form containing the information for the '''Account Nickname''' in the window at the left. With this form available, you can '''edit''' the data and '''save''' it when you click the '''OK''' button. Clicking the '''Delete''' button '''deletes''' the '''account information''' for the '''Account Nickname''' displayed in the window to the left. The '''account''' itself is not '''deleted'''.
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| − | ====Connect to Source====
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| − | The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break it. When the '''Connect''' button is clicked, OnePager displays a message providing you with the status of the connect operation. When the connection is made a '''green dot''' appears to the right with a tag stating '''Connected'''. If the attempt to connect fails, a '''red dot''' with the tag of '''Not Connected''' appears. Additionally, one of the following error messages appears in red in the '''Connect to Source''' group of the form:
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| − | <center>
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| − | {| class="wikitable"
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| − | ! style="text-align: center; font-weight: bold;" | Message
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| − | ! style="font-weight: bold;" | Meaning
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| − | '''Need login account'''
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| − | Cannot login because user has not created a login account. Press the Add button to create an account. If the Add button is not showing, press the Change button first.
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| − | |-
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| − | '''Unable to connect'''
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| − | OnePager could not connect to the server using the specified account.
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| − | |}
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| − | </center>
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| − | Clicking the '''Disconnect''' button immediately '''disconnects''' Microsoft Project Server and '''OPP''' from the account. The form does not '''close''' and a '''red dot''' with the tag '''Disconnected''' appears. If you do not click the '''Disconnect''' button before exiting '''OPP Standalone''', the connection is terminated '''OPP Standalone''' is '''closed'''. As mentioned above, in the '''Save Password''' group, '''OPP''' remembers your login information in encrypted form if the '''Save Password''' check box is checked for the account. Checking the '''Automatically connect''' checkbox '''ON''' tells '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until the '''Disconnect''' button is clicked.
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| − | ====Choose Projects====
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| − | This group on the form displays the list of files available for '''import''' from the designated Microsoft Project Server account. You have some options available when searching the projects to '''import'''. '''Scroll-Down the List'''. Scroll down the list until you find the project or projects to import. Select the project or projects desired by clicking on them. Click the '''OK''' button at the bottom of the form.
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| − | <center>[[File:P70-8_5_1_2-70-(6)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(6)-09052019.png</center>-->
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| − | '''Use the Filter'''. You can '''filter''' through the projects by placing '''filter text''' in the window to the immediate right of the '''Filter''' button. When the '''Filter''' button is clicked, OnePager displays those files that meet the '''filter criteria''' as shown here:
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| − | <center>[[File:P70-8_5_1_2-70-(7)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(7)-09052019.png</center>-->
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| − | You can then select the desired project or projects. '''Show All'''. Clicking the '''Show All''' button displays all the projects available for selection. Use the scroll bar at the right to search down the project names.
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| − | If you encounter difficulties '''connecting''' to your Microsoft Project Server or Project Online '''accounts''' please reference the links to the OnePager '''Frequently Asked Questions''' section of our website at [https://www.onepager.com/support/faq.php Frequently Asked Questions (FAQs)] or at the suggested specific '''FAQ''' articles at the [[Using OnePager Pro Standalone with Microsoft Project Server/Project Online for Version 7.1#Troubleshooting | Troubleshooting]] 8.5.1.2-71 section of this article.
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| − | ==Creating NEW Charts==
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| − | Upon completing the project '''source plan''' selection process, click the '''OK''' button at the bottom of the '''Choose what to import''' form and the '''OPC''' form is updated to show the '''source plans''' selected, as shown below:
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| − | <center>[[File:P70-8_5_1_2-70-(8)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(8)-09052019.png</center>-->
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| − | As with any set of project '''source plans''', you can examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form. By clicking the '''Create new chart''' button in the '''OPC''' form above '''OPP Standalone''' directly accesses the '''cloud''' resident '''source plan''' and create the desired chart that looks like this:
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| − | <center>[[File:P70-8_5_1_1-70-(11)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(11)-09052019.png</center>-->
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| − | The new chart can be '''edited''', '''saved''', or '''shared''' as required.
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| − | ==UPDATING Charts from Microsoft Project Server==
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| − | ===Create the Updated Chart===
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| − | Since the chart is associated with a '''source plan''' and '''OPP Add-in''' knows the '''path name''' to access that ''' source plan''', '''OPP Standalone''' retrieves the ''' source plan''' from your '''cloud''' resident location when you click the '''New''' button at the bottom of the '''OPC''' form. Assuming that the '''source plan''' at this '''cloud''' location was updated with current information, in this case up to 9/30/2019, '''OPP Standalone''' creates a new snapshot with this date as shown below:
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| − | <center>[[File:P70-8_5_1_1-70-(14)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(14)-09052019.png</center>-->
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| − | The updated chart can be '''edited''', '''saved''', or '''shared''' as required.
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| − | ===Updates to Charts from Microsoft Project Server or Project Online Sources===
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| − | The '''OPP Standalone''' application supports '''Pull''' and '''Push''' '''updates''' from Microsoft Project Server or Project Online '''source plans'''. You can perform any '''update''' from Microsoft Project Server '''source plans''' using either the '''Pull''' or '''Push''' operations available for '''OPP'''.
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| − | ==Sharing Charts Created from Microsoft Project Server/Project Online==
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| − | '''OPP Standalone''' is able to update charts from '''cloud source plans''' because it has access to the credentials. These credentials can be stored for convenience in the '''OPP''' database or in the Windows Credential vault. Sharing charts created in the '''cloud''' is, therefore, a bit more involved because the recipient needs access to the same cloud data sources (i.e., Microsoft Project Server account) if there is a need to update the shared chart. Your internal procedures for giving various team members '''cloud''' access credentials should govern these considerations. More information is available on '''sharing charts''' at these links:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
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| − | | [[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] 23.2.1-71
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| − | |}
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| − | </center>
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| − | ==Disconnecting from Microsoft Project Server==
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| − | Your individual installation of Microsoft Project Server or Project Online probably has procedures for '''disconnecting''' from these applications. We also recommend using these installation specific procedures to assure proper '''disconnection/log out''' from these applications. We recommend that when using Microsoft Project Server or Project Online with OnePager Pro '''Standalone''' that you make sure that OnePager Pro '''Standalone''' is closed at the end of your session and any instances of Microsoft Project Server or Project Online are also closed to assure that OnePager Pro '''Add-in''' is '''disconnected/logged off'''. The steps provided below can be used to '''disconnect/log off''' from Microsoft Project Server or Project Online from OnePager Pro '''Standalone'''.
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| − | To '''Disconnect''' from your Microsoft Project Server cloud files which is essentially the same as '''logging off''' from the OnePager '''Chart Editor''' first click the OnePager ribbon's '''Data''' tab and click the '''Select file(s)''' button to access the OnePager '''Data source selection''' form and then click the '''Add''' button on the form as shown below:
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| − | <center>[[File:P70-8_5_1_1-70-(15)-09112019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(15)-09112019.png</center>-->
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| − | Clicking the '''Add''' button accesses the dropdown menu as shown below:
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| − | <center>[[File:P70-8_5_1_1-70-(16)-09112019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(16)-09112019.png</center>-->
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| − | Clicking the '''BROWSE Project Server ...''' option accesses the '''Choose what to import''' form which can initially look like this:
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| − | <center>[[File:P70-8_5_1_1-70-(18A)-09112019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(18A)-09112019.png</center>-->
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| − | To expand the '''Choose what to import''' form to see the '''Connect to Source''' control group, click the '''Change''' button, shown above, which expands the form. Clicking the '''Disconnect''' button '''disconnects''' or '''logs off''' from your Microsoft Project Server account as shown here:
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| − | <center>[[File:P70-8_5_1_1-70-(17)-09112019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(17)-09112019.png</center>-->
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| − | Clicking the '''Disconnect''' button '''closes''' the connection and afterward the '''Choose what to import''' form looks like this:
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| − | <center>[[File:P70-8_5_1_1-70-(18)-09112019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(18)-09112019.png</center>-->
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| − | '''Disconnecting''' OnePager Pro '''Standalone''' from Microsoft Project Server has no impact on the current chart in OnePager '''Chart Editor'''. However, the '''source plan''' accessed from the cloud is no longer accessible for '''update''' and the subsequent '''update''' of the chart.
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| − | ==Troubleshooting==
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| − | Please refer to these two '''Frequently Asked Questions''' if you are having issues:
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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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| − | |-
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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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| − |
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| − | [[Using Enterprise Custom Fields from Microsoft Project Project Server/Project Online for Version 7.0 | Using Enterprise Custom Fields from Microsoft Project Project Server/Project Online]] 24.3.1-70
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| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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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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| − |
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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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| − | [[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]] <!--7.5.2-70-->
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| − | (8.5.1.2-71)
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| − | [[Category:Version 7.1]]
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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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