Difference between revisions of "Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal)"

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==Overview==
 
==Overview==
  
−
1) OnePager Pro ('''OPP''') provides expanded '''cloud''' access capabilities by supporting access to Microsoft Project Server and Project Online accounts.   
+
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'''. 
 +
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 Desktop''' applications to '''create''', '''update''', and '''open''' charts.
  
−
2) '''OPP''' can connect to '''cloud''' resident databases so that project views and snapshots can be created/updated directly from these '''source plans'''. 
+
==General Cautions==
  
−
3) 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 Desktop''' applications to create, update, and open project views.
+
Both '''OnePager Pro Add-in and Desktop''' 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'''.
  
−
==General Cautions==
+
For more information, please see the article at: [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
  
−
1) Both '''OnePager Pro Add-in and Desktop''' support accessing your '''cloud''' resident files without the assistance of Microsoft Project Professional. Additionally, both products can create, update, and open multi-project project views from '''source packages''' consisting of more than one Microsoft Project '''source plan'''. See the article at: [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]]. 8.0.1-70
+
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 Desktop''' 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:
  
−
2) 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''').
+
<center>[[File:P70-8_5_1-(1)-05142020.png]]</center>
 +
<!--<center>P70-8_5_1-(1)-05142020.png</center>-->
  
−
3) As a protection, both '''OnePager Pro Add-in and Desktop''' 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''' project view or for '''UPDATING''' an existing project view.
+
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.
−
 
+
−
4) As an additional precaution, please be mindful of the setting of the '''Server method''' in the '''Template''' and '''PVP''' form's '''Advanced''' tabs.  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.
+
  
 
==Using OnePager Pro with Server Resident Project Plans==
 
==Using OnePager Pro with Server Resident Project Plans==
  
−
Both OnePager Pro products ('''Add-in and Desktop''') support access to your Microsoft Project Server or Project Online accounts.
+
Both OnePager Pro ('''OPP''') products ('''Add-in and Desktop''') support access to your Microsoft Project Server or Project Online '''accounts'''.
  
 
===Using OnePager Pro Add-in===
 
===Using OnePager Pro Add-in===
  
−
1) If you are planning to use '''OPP Add-in''', you are able to easily connect and access you 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.
+
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. 
  
−
:a) Once connected and account access is verified through Microsoft Project Professional, use the '''OPP Add-in''' application as you normally would to create '''NEW''' project views, '''UPDATE''' existing project views, or simply '''OPEN''' existing project views.
+
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.
−
 
+
−
:b) Please use the article referenced below to guide your use of '''OPP Add-in''' in the Microsoft Project Server or Project Online environments. 
+
−
 
+
−
:c) If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template''' or '''PVP''' for's '''Advanced''' tab to '''Connect directly to Server''', you should open the '''PVP'''form and change it to '''Use MS Project Professional''' if you want to use Microsoft Project to access the source data.
+
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[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
+
| [[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-->
 
|}
 
|}
 
</center>
 
</center>
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===Using OnePager Pro Desktop===
 
===Using OnePager Pro Desktop===
  
−
2) If you are planning to use '''OPP Desktop''', the product supports connecting,  accessing, and verifying your Microsoft Project Server or Project Online accounts.
+
If you are planning to use OnePager Pro's '''Desktop''' 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 Desktop''' 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.
−
 
+
−
3) This article describes in detail how to use '''OPP Desktop''' 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''' project views, '''UPDATING''' existing project views, and '''OPENING''' existing project views.
+
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[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
+
| [[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-->
 
|}
 
|}
 
</center>
 
</center>
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==Troubleshooting==
 
==Troubleshooting==
  
−
Please refer to these two Frequently Asked Questions if you are having problems:
+
Please refer to these '''Frequently Asked Questions''' if you are having problems:
  
−
[https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
+
<center>
−
 
+
{| class="wikitable"
−
[https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
+
| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
 +
|-
 +
| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
 +
|-
 +
| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
 +
|-
 +
| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
 +
|}
 +
</center>
  
 
==Related Links==
 
==Related Links==
  
−
[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-70
+
[[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-->
  
−
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
  
−
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
−
[[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
+
[[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-->
  
−
[[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
+
[[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-->
  
 
(8.5.1-70)
 
(8.5.1-70)

Latest revision as of 15:37, 12 January 2021

Overview

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. 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 Desktop applications to create, update, and open charts.

General Cautions

Both OnePager Pro Add-in and Desktop 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.

For more information, please see the article at: Creating Various Multi-Charts with OnePager Pro and Express (Portal)

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 Desktop 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:

P70-8 5 1-(1)-05142020.png

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.

Using OnePager Pro with Server Resident Project Plans

Both OnePager Pro (OPP) products (Add-in and Desktop) support access to your Microsoft Project Server or Project Online accounts.

Using OnePager Pro Add-in

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.

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 Propertiesform and change it to Use MS Project Professional if you want to use Microsoft Project to access the source plan data.

Using OnePager Pro Add-In with Server Resident Project Plans

Using OnePager Pro Desktop

If you are planning to use OnePager Pro's Desktop 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 Desktop 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.

Using OnePager Pro Desktop with Server Resident Project Plans

Troubleshooting

Please refer to these Frequently Asked Questions if you are having problems:

Updating OnePager with a Project Online or Project Server 2016/2019 plan
Can't Connect to Project Online/Project Server to Update a OnePager Report
Importing Enterprise Custom Fields from Project Server and Project Online
Migrating from Project Server to Project Online

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Using the OnePager "Data" Tab's "Selected file(s)" Button

(8.5.1-70)

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