Excel Client:Login dialogue: Difference between revisions
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The Login dialogue serves to establish a connection to the CoPlanner server. This connection is required in order to refresh your data. If you see the following message box instead of the Login dialogue after selecting “Login” from the menu: | The Login dialogue serves to establish a [[Excel_Client:Connection_to_server|connection]] to the CoPlanner server. This [[Excel_Client:Connection_to_server|connection]] is required in order to refresh your data. If you see the following message box instead of the Login dialogue after selecting “Login” from the menu: | ||
[[Image: | [[Image:Excel_-_Connection_failed.jpg|frame|center]] | ||
Then this is due to one of two possible reasons: | Then this is due to one of two possible reasons: | ||
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:*The connection settings data is incorrect. | :*The connection settings data is incorrect. | ||
The settings identifying the computer on which the CoPlanner server is installed and the TCP port to use for the connection are stored in the file ClientConfig.xml. This file is located in the install folder of the CoPlanner Excel Client. | The settings identifying the computer on which the CoPlanner server is installed and the TCP port to use for the connection are stored in the file [[Technics:CoPlanner_Win-Client#ClientConfig.xml|ClientConfig.xml]]. This file is located in the install folder of the CoPlanner Excel Client. | ||
By default, this folder will be C:\Program Files\CoPlanner\CoPlanner Excel Addin\. | By default, this folder will be C:\Program Files\CoPlanner\CoPlanner Excel Addin\. | ||
The settings can also be entered from within Excel by launching the connection dialogue from Administration – Server settings | The settings can also be entered from within Excel by launching the connection dialogue from Administration – [[Excel_Client:Connection_to_server|Server settings]]. | ||
To ensure a successful login, please enter the following settings: | To ensure a successful login, please enter the following settings: | ||
[[Image:Excel_Login.jpg|thumb|left]] | |||
'''User name''' | '''User name''' | ||
Enter your user name here. | Enter your user name here. | ||
'''Password ''' | '''Password ''' | ||
Enter your password here. | Enter your password here. | ||
'''Company ''' | '''Company ''' | ||
Select the desired company here. | Select the desired company here. | ||
'''Plan ''' | '''Plan ''' | ||
Select the desired plan here. | Select the desired plan here. | ||
'''Language ''' | '''Language ''' | ||
Select the desired language here. | |||
Once you have entered all the settings, click the “Login” button to connect to the CoPlanner server. | Once you have entered all the settings, click the “Login” button to connect to the CoPlanner server. | ||
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[[Category:Excel_Client|Login dialogue]][[Category: | [[Category:Excel_Client|Login dialogue]][[Category:Excel_Client_Dialogues|Login dialogue]] | ||
[[de:Excel_Client:Login_Dialog]] | [[de:Excel_Client:Login_Dialog]] | ||
Latest revision as of 10:08, 6 May 2011
The Login dialogue serves to establish a connection to the CoPlanner server. This connection is required in order to refresh your data. If you see the following message box instead of the Login dialogue after selecting “Login” from the menu:
Then this is due to one of two possible reasons:
- The CoPlanner server has not been started.
- The connection settings data is incorrect.
The settings identifying the computer on which the CoPlanner server is installed and the TCP port to use for the connection are stored in the file ClientConfig.xml. This file is located in the install folder of the CoPlanner Excel Client.
By default, this folder will be C:\Program Files\CoPlanner\CoPlanner Excel Addin\. The settings can also be entered from within Excel by launching the connection dialogue from Administration – Server settings.
To ensure a successful login, please enter the following settings:
User name Enter your user name here.
Password Enter your password here.
Company Select the desired company here.
Plan Select the desired plan here.
Language Select the desired language here.
Once you have entered all the settings, click the “Login” button to connect to the CoPlanner server.
