Support HYPERPLANNING

New customer: full deployment as both hosting manager and superadministrator

Once the order has been placed, the institution designates and sends the contact details of the hosting manager to Index Education's sales department via a form. This person, equipped with the necessary identification details, can then deploy the hosted solution.

Step No. 1: Reception of connection information

Once the hosting manager has been declared, Index Education sends him/her an invoice number in an e-mail entitled Connection methods to the hosting console.

A second e-mail Index Education - Hosting information is then sent to provide the hosting number. Make sure you have both these details.

At the same time, you receive the password for the hosting console by SMS.

Step No. 2: Connection to the hosting console

The hosting manager then connects to a hosting console.

From an Internet browser, go to the following address indicated in the e-mail: https://www.index-education.com/fr/console-hebergement-hyperplanning.php
Download the application and follow the installation instructions.
From the workstation where the console is installed, double-click on the shortcut on your desktop.
Select I log on as | Superadministrator or Base Administrator.
Enter the hosting number (12 digits, sent by e-mail) and the hosting console password (14 characters, sent by SMS), then click on the button Connect to the hosting console.

The console password specific to the hosting manager cannot be changed. We recommend that you keep it in a safe place, otherwise you'll need to reset it via our sales or support service.
In the next window, enter the invoice number (10 digits sent by e-mail), then click on the button Install the certificate.

You will only be asked for your invoice number when you log on for the first time.
A window confirms that the certificate has been installed. Click on the button Connect to the hosting console.
The console configuration page then appears in a browser tab.
Tick I accept the License Agreement, then click on the button Accept.

Step No. 3: Configuration of the schedules

Only the hosting manager has access to the panel Configuration

and can therefore configure schedules.

In the rubric Controller HYPERPLANNING, enter a domain name. We recommend you enter the name of your school.
Confirm the association of the domain name with the controller by clicking on Yes.
In the pop-up window, click on Ok.
The domain name is accompanied by an associated port number. These two elements will constitute the coordinates for connecting to the controller from the Client HYPERPLANNING.
If necessary, change the name of the first schedule (by default planning01), then click on Ok in the pop-up window.
Leave ticked the box Activate a HYPERPLANNING.net license. As a result, when the database is commissioned, it will be automatically published.
Enter the associated domain name.
Confirm the association of the domain name with the schedule by clicking on Yes.
In the pop-up window, click on Ok.
The domain name is accompanied by an associated port number. These two elements will constitute the coordinates for connecting to the server from the Client HYPERPLANNING.
Follow the same procedure for the second schedule. Schedule configuration is now complete.

Step No. 4: Creation of your superadministrator profile

Click on the panel Controller of the console.
The page that appears prompts you to enter your details as superadministrator by entering:
- your first name,
- your surname,
- your username,
- your password (to be confirmed).
Click on the button Create the superadministrator.
A window confirms the creation of your superadministrator profile. Click on the button Ok.
From the panel Controller of the console, click on the tab List of users. Your profile is then visible.
Enter a valid e-mail address. If you also want to access the console as a superadministrator (with your username and password), tick the column .

We advise you to create the other database users from the Client HYPERPLANNING once it has been installed. The Client offers you the same configuration options, with the exception of the console access authorization described in point 6 above. In this specific case, you must use the Hosting console.

Step No. 5: Assign the superadministrator to the Administration profile

To enable the superadministrator to connect to the base, he/she must then be assigned to the Administration profile for each schedule.

From the panel Controller of the console, click on the tab Assigning to profiles.
Select the concerned schedule, then click on the profile Administration.
In the pop-up window, tick the box superadministrator, then validate.
The superadministrator is assigned to the profile Administration.

Step No. 6: Activation of the Controller

From the panel Controller of the console, click on the button Activate the controller.

Step No. 7: Creation and commissioning of the base

From the panel My schedules of the console, click on the tab HYPERPLANNING server.
Make sure that the concerned schedule is selected in the drop-down menu.
The Publication's name is the name seen by users. By default, it's the name of the schedule, but you can customize it.
Click on the button Create a base.
In the pop-up window, set the time grid parameters. Define:
- the name of the new base,
- the duration of the timetable (first Monday and last Sunday of the year),
- the working days,
- the day breakdown,
- the breakdown of a sequence.
Click on the button Validate. The base station is automatically commissioned.
If necessary, proceed in the same way for the second schedule to commission the second base.

Step No. 8: Downloading and connecting to the Client

Click on the panel Download the Client of the console.
In the rubric Install or distribute the Client HYPERPLANNING, click on the links:
- Install the Client HYPERPLANNING: once on the Index Education website, depending on your operating system,
- Apply the connection parameters: once downloaded, double-click on the file containing the Client configuration settings (file entitled ParamClient).
From the Client home screen, the connection mode Connection to the Controller is already selected. The domain name entered by the hosting manager and the TCP Port are already filled in. Click on the button Connect.
In the login window, enter your username and password, then click on the button Validate.
When you log on for the first time, in the window Strengthen the security of my account, select Set a PIN code. Use the numeric keypad to enter your PIN code (minimum 4 digits), then confirm the code by clicking on Validate every time.
When you connect from a new device, the software asks you to enter your PIN code. If the device you're connecting from is used only by you or persons you trust, tick I add this device to the list of my "recognized" devices and give it a name (Office, Laptop, Secretariat, etc.). Click on Next.

From the Client, you can change the selected security measure at any time, as well as the PIN code and the devices registered in the menu My preferences > Security > Protecting my account.
All active schedules are listed. Double-click on the one you wish to connect to.
This takes you to the homepage of the Client.

Step No. 9: Creation of the users

Go to the menu File > User administration.
In the tab List of users, click on New.
Enter the username, then the user's first and last name, confirming each time with the key Enter on your keyboard.
A password is generated automatically and the new user is created by default with the status User .
As a User , he/she accesses the schedules to which he/she is assigned with rights corresponding to his/her profile (modification/consultation). Double-click in column Status to assign a different status:
- - Superadministrator : he/she has access to all administration applications (Controllers, Servers, etc.) and can have Administration group rights for a schedule.
  - Base Administrator : he/she can create new schedules and have the Administration group rights for a schedule.
To enable the user to connect to the database, he/she must then be assigned to a user profile for the concerned schedule. Click on the tab Assigning to profiles.
Click on the profile to display a list of users who have not yet been assigned.

For the profile Administration, only users with the status Superadministrator or Base Administrator are proposed.
Tick all users with the same profile, then click on the button Validate.

Step No. 10: Enter the access address to the Webspaces in the Client

From the panel Download the Client of the hosting console, in the rubric Connection parameters to server [Name_Of_The_Schedule], cop y the IP Address.
Go to the menu Internet > Publication of the Webspaces of the Client.
Select Common page on the left of the tree structure.
In the tab Header, paste the address in the field Public URL to access the .net, then close the window.

Step No. 11: Send usernames and passwords to staff by e-mail

Creation of your e-mail account

Go to the menu Configuration > Configure the sending of e-mail for this workstation.
Click on the button to the left of Personal accounts.
The assistant is launched: the name and e-mail address entered when creating the superadministrator are taken into account by default. Click on Next.
A code is then automatically sent to the e-mail address indicated. Enter this code in step 3, then click on Next.
Protect your account with a secret question/answer, then click on Next.
Account creation is now complete. Click on Close.
Click on the button Validate.

Send connection mail

Go to the display Schedules > Staff > List.
Select the recipients from the list.
Click on the button in the toolbar.
In the dispatch window, select E-mail as Type of output.
Tick *.pdf to attach the document as a PDF file (recommended to preserve page layout).
Select the template Connecting staff.
Click on the button Print/E-mail.

The template Connecting staff can be customized in the display Communication > Mail and documents > Templates.
In the pop-up window, click on the button Send the e-mail.