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Версия:  Allplan 2020 / Allplan 2019 / Allplan 2018 / Allplan 2017 / Allplan 2016 / Allplan 2015 / Allplan 2014  | Последнее изменение: 31.10.2019

Question:

How can I check out a laptop and resume work as a normal CAD user with my usual settings and privileges?



Answer:

Log on as the Allplan administrator to the laptop.



Step 1: add computer to Workgroup Manager
The laptop needs to be integrated in the workgroup so that it can be used for data storage (data server). Do the following:

Create data folders:
Create a folder - 'Nemdata', for example - on the laptop and share it (full control).
Create the 'Allplan' subfolder in this folder. Create two subfolders - 'usr' and 'prj' - in the Allplan folder.
In this example: '...\Nemdata\Allplan\prj' and '...\Nemdata\Allplan\usr'

Add computer:
Start the Services application -> Workgroup Manager -> Administer projects and computer
In the "Remote projects" area on the left, click on Workgroup Server with the right mouse button and select Add computer on the shortcut menu.
Find the computer you want to add, open the local share and select the folder with the 'usr' and 'prj' subfolders (in this example: 'COMPUTERNAME\Nemdata\Allplan'). Confirm by clicking OK.

Install the "Microsoft Loopback Adapter" driver.
This driver is necessary so that network services are always running on the laptop.
Please refer to Allplan Connect for a detailed description: https://connect.allplan.com/en/faqid/000162ae.html


Step 2: move user folder (optional)
Allplan 2013 and later: the user will be move automatically
(Start the Services application -> Workgroup Manager -> Administer users
Click with the right mouse button on selected user who is going to work on the laptop outside the network environment.
Select Properties
In the field user folder select the laptop
Repeat step 2 if several users are to work with the laptop.

Note:
If user folders have been moved to the laptop and this laptop has been checked out, the user in question can only work with the laptop and not in the office.)


Step 3: define project owner
A user can only move a project if he/she is the owner of this project.
The ownership of a project can only be changed by an Allplan administrator (or the owner of the project).
Allplan -> File -> ProjectPilot - Admin... ->
Click the relevant project with the right mouse button and select Properties on the shortcut menu.
Now you can define the owner.


Step 4: move projects
Log on as the user who wants to check out the laptop.
Start the Services application -> Workgroup Manager -> Administer projects and computer
In the "Remote projects" area on the left, select the computer with the projects you want to move.
Drag the projects one after the other to the laptop to be checked out.


Step 5: check out laptop
Start the Services application -> Workgroup Manager -> Administer projects and computer.
Click on your laptop and click on Check out at bottom right.
Confirm the message indicating that there are still user folders on the computer to be checked out.
Enter a comment and click OK. This comment is displayed if users in the office try to access a project on the computer checked out.
Specify which parts of the office standard are to be copied to the laptop and click OK to confirm.



Conclusion:

Now you can remove the laptop from the network and edit your projects when you are out of the office. To make sure that the projects are not changed in the office in the meantime, the projects that are on the computer checked out are locked for the CAD users on the network. These users see the comment you entered when you checked out the computer.


Note:

  • Only the local computer can be checked out (you cannot check out a different computer in the network).
  • Projects on this computer must neither be locked nor in use.


Загрузка PDF  FAQ_EN_Workgroup_manager_checking_out_computer_and_w...
Версия:  Allplan 2020 / Allplan 2019 / Allplan 2018 / Allplan 2017 / Allplan 2016 / Allplan 2015 / Allplan 2014  | Последнее изменение: 30.03.2020

Question:

How can I check out a computer and continue to work as a normal CAD user with my usual settings and permissions?



Answer:

Install the "Microsoft Loopback Adapter" driver.
This driver is necessary so that network services are running on the computer all the time.
Go to Allplan Connect for a detailed description: https://connect.allplan.com/en/faqid/000162ae.html


Sign in as the Allplan administrator to the computer.


Step 1: add the computer to workgroup manager
You must add the computer to the workgroup so that you can store data (data server) on this computer. Do the following:

Create data folders:
Create a folder - for example, “Nemdata” - on the computer and share it (full control).
Create the “Allplan” subfolder in this folder. Create two subfolders - “usr” and “prj” - in the Allplan folder.
In this example: “...\Nemdata\Allplan\prj” and “...\Nemdata\Allplan\usr”

To share a folder for the Allplan file storage

  1. Start File Explorer on the computer that you want to use for file storage and switch to the folder that you want to share (in this example, the “Nemdata” folder).
  2. Right-click the folder that you want to share and select Give access to -> Specific peopleon the shortcut menu.
  3. Select Everyoneand click Share.


Add computer:

  1. Start the Services application as the workgroup administrator.
  2. Click and select Manage computers and projects.
  3. Click the Add any computer to Allplan workgroupicon and select the computer that you want to add.
  4. Select the “Allplan” subfolder under the share and click “OK” to confirm. This computer is now listed under workgroup server.


Note:If you have problems adding the computer to workgroup manager, read the following instructions:
https://connect.allplan.com/en/faqid/20200317162849.html



Step 2: define project owner
A user can only move a project if the user is the owner of this project.
The ownership of a project can only be changed by an Allplan administrator (or the owner of the project).
Allplan -> File -> ProjectPilot ->
Go to the “Projects” node, right-click the required project and click Propertieson the shortcut menu.
Define the owner.


Step 3: move projects
Sign in as the user who wants to check out the computer.
Select the Services application -> Workgroup Manager -> Manage computers and projects.
Click the main server and select the project that you want to move.
Drag the projects one after the other to the computer to be checked out.

Important note: You can take projects with you in several ways.

1. You move the project to the computer.
Move project: Drag the project to the destination computer, or open the shortcut menu of the project and click “Cut”. After this, open the shortcut menu of the destination computer and click “Paste”.
After you have checked in the computer, move the project back to the server so that it is available to all and included in backups again.

2. You copy projects. Click a project, select and hold the Ctrl key and drag the project to the destination computer. Or: Open the shortcut menu of the project and click “Copy”. After this, open the shortcut menu of the destination computer and click “Paste”.

You can continue in two ways: Lock the original project on the server to protect it from changes. Consequently, nobody in the office can work on this project, but it is still on the server. When you check in the computer again, you unlock the project on the server, delete the project and copy your copy back to the server if you have changed the project.
Alternatively, both projects remain active. Consequently, both the project copied and the original on the server can be worked on. In this case, however, you must adjust the data manually when you are back in the office by copying the changed drawing files of the projects by using ProjectPilot.




Step 4: check out the computer
Select the Services application -> Workgroup Manager -> Manage computers and projects.
Click your computer and then click Check outin the lower-right area.
Confirm the message that tells you that there are still user folders on the computer to be checked out.
Enter a comment and click OK. Users in the office see this comment when they try to access a project that is on the computer that is checked out.
Specify the parts of the office standard you want to copy to the computer and click OK to confirm.
The first time you check out the computer, you must copy the office standard once so that the entire STD folder is on this computer. This is no longer necessary when you check out the computer afterward because the contents of the STD folder do not change very often.


Conclusion:

You can now remove the computer from the network and work on your projects when you are out of the office. To make sure that the projects are not changed in the office in the meantime, the projects that are on the computer checked out are locked for the CAD users on the network. These users see the comment you entered when you checked out the computer.



Notes:


Загрузка PDF  FAQ_EN_Workgroup_Manager_checking_out_computer_and_w...
Версия:  Allplan 2020 / Allplan 2019 / Allplan 2018 / Allplan 2017 / Allplan 2016 / Allplan 2015 / Allplan 2014 / Allplan 2013  | Последнее изменение: 28.10.2019

Question:

I installed Allplan with Workgroup Manager on a new computer for the first time. When I start Allplan, I get the following message: The user profile "DOMAIN\user name" was not found. Temporarily, the profile of local will be used.
Therefore, I cannot access any project. What can I do?



Answer:

You have logged in to the computer with a new Windows user who does not yet exist in Workgroup Manager administration of Allplan.
You need to add this new user to Workgroup Manager. To do this, log in as the administrator to the computer or use a different computer where a user has administrator privileges for Workgroup Manager.

Services application -> Workgroup Manager -> Administrate users -> right-click -> Create user

For the "user name", you can enter any Allplan user name, which can be up to 8 characters long.
For the "Windows user name", you must enter the name the user uses for login.
Important: If the user uses a domain for login, you must add it to the "Windows user name", for example, DOMAIN\user.


There is one Allplan administrator and any number of normal Allplan users.
A Windows user with any login name becomes an Allplan administrator if you go to "User group" and
select "Administrator"on the dropdown menu. Using this approach, you can also assign administration privileges to existing users.


You must enter the email address and the password only if the user is notpart of the workgroup but needs access to online projects (Workgroup Online).


Important: Click "Apply" and then "OK" to close the dialog box and the user overview respectively.



Note:

After you have created the user as an Allplan user, do not forget to assign the relevant projects to this user. Otherwise, this user is not allowed to edit the projects.
To find out how to
make several projects available to users: https://connect.allplan.com/en/faqid/0001cbd2.html

Загрузка PDF  FAQ_EN_The_user_profile_was_not_found_Temporarily_th...
Версия:  Allplan 2020 / Allplan 2019 / Allplan 2018 / Allplan 2017 / Allplan 2016  | Последнее изменение: 31.10.2019

Question:

How can I make several projects available to users when Workgroup Manager is installed?



Answer:

You can make several projects available to a user or define a user as the project owner of several projects.

Do the following:

First, log in as the Allplan administrator.
If necessary, set up an Allplan user for the new Windows user: Services application -> Workgroup Manager -> Configuration -> Add a user
(Allplan 2014 and later:Services application -> Workgroup Manager ->Administer users)

Start Allplan and then ProjectPilot by clicking
File -> ProjectPilot

Open the Projects folder in the area on the left.
You can see all the projects in the Contents of "Projects" area on the right.

a. Making several projects available to users:
In the area on the right, select the projects to which you want to add users or from which you want to remove users (CTRL or SHIFT key or use a selection rectangle).

Click one of the selected projects with the mouse button. On the shortcut menu, click
Add / remove authorized users...
The Add / Remove Authorized Usersdialog box opens.

Select the users you want to add to or remove from the selected projects.
Note:
The user list displayed only helps you select users. It does not list all the authorized users currently assigned to projects.

Click Addor Remove.
This adds or removes the selected users to or from the selected projects. Whether users you have already added to a project are added again is irrelevant. The same applies if you remove users you have never added to a project.

b. Defining a project owner for several projects
In the area on the right, select the projects for which you want to define the owner (CTRL or SHIFT key).

Click one of the selected projects with the mouse button. On the shortcut menu, click
Change project owner...
The Define Owner dialog box opens.

Select the user you want to define as the owner of the selected projects.
Note: The user list displayed helps you select users. You can define only one user as the owner.

Click OK.

c. Defining a project owner for a project or making a project available to several users(also applies to earlier versions):
In ProjectPilot in the area on the right, click the relevant project with the right mouse button. On the shortcut menu, click Properties.
The Properties for <project name>dialog box opens. Switch to the Security tab and define the owner and the authorized users.



Note:

You can add or remove project users or define the project owner only if the projects in question are in the current Allplan format.

Загрузка PDF  FAQ_EN_Making_several_projects_available_to_users.pd...
Версия:  Allplan 2020 / Allplan 2019 / Allplan 2018 / Allplan 2017 / Allplan 2016 / Allplan 2015 / Allplan 2014  | Последнее изменение: 28.10.2019

Task:

Several users require Allplan administrator privileges in an installation with Workgroup Manager.



Note:

There are normal users and Allplan administrators in Allplan installations with Workgroup Manager.
Allplan administrators are:

  • Windows users with any login name who are granted administrative rights in the Workgroup Manager administration.

In other words, a Windows user with Windows administrator privileges does not necessarily have to be an Allplan administrator at the same time.

We do not recommend that several users work with Allplan administrator privileges at the same time, making it difficult to manage and protect the office standard, that is, the global settings. See solution 1.

However, if it is essential that several users are Allplan administrators, see solution 2.


Solution 1:

There is one Allplan administrator and normal Allplan users.

As the owner of a project has advanced rights in this project, you can define a user as the owner in a project and set the required resources to 'project'.
File -> New Project, Open Project... -> right-click the project you need -> Properties ... -> Path settings
Set the required resources to project.
You can also make these settings when you create a project or in ProjectPilot.

In addition to the Allplan administrator, another user (the owner of the project) can now define settings in the project.

Notes:

  • There are two standards for the definitions set to project: office and project.
  • It is only the Allplan administrator who can make changes in the office standard.



Solution 2:

Windows users with any login name are set up as Allplan administrators.


First, set up the Windows user as an Allplan user.
Services application -> Workgroup Manager -> Administrate users -> right-click->Create user

For the "user name", you can enter any Allplan user name, which can be up to 8 characters long.
For the "Windows user name", you must enter the name the user uses for login.
Important: If the user uses a domain for login, you must add it to the "Windows user name", for example, DOMAIN\user.

Grant the administration privilege to the "user group":
select "Administrator"on the dropdown menu. Using this approach, you can also assign the administration privilege to existing users.

Important: Click "Apply" and then "OK" to close the dialog box and the user overview, respectively.

Загрузка PDF  FAQ_EN_Several_users_with_Allplan_administrator_priv...
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