Support HYPERPLANNING

New customer: The superadministrator must complete the following steps

Prerequisite: the superadministrator profile has been created beforehand by the hosting manager. He/she has provided you with the following console connection information:

the address for downloading and installing the hosting console: https://www.index-education.com/fr/console-hebergement-hyperplanning.php
the hosting number,
the invoice number,
your username,
your password.

Step No. 1: Connection to hosting console

From an Internet browser, go to the following address: https://www.index-education.com/fr/console-hebergement-hyperplanning.php
Download the application and follow the installation procedure.
From the workstation where the console is installed, double-click on the shortcut installed on your desktop.
Select I log on as | Superadministrator or Base Administrator.
Enter your 12-digit hosting number, username and password, then click on the button Connect to the hosting console.
In the next window, enter the invoice number (10 digits), 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. 2: Controller activation

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

Step No. 3: 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. 4: 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, download the Client, then follow the installation instructions.
- 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. 5: 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. 6: 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. 7: 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.