End User Help OrgPublisher 9

Storing Planning Charts

Note:
This topic is intended only for planning chart administrators.

When a secured EChart is published using the OrgPlan feature, you can store your planning charts either on the end user's PC or the EChart web server. Planning charts can be shared via email when using the end user PC option. When using the server option, each end user automatically has access to planning chart information that exists at or below the user's box in the hierarchy.

Storing the planning charts on the server makes sharing them very easy, but, possibly, makes the information in them highly vulnerable. It is essential that the folder in which they are stored is properly secured.

1. In the planning chart, select File from the Main menu then Preferences from the options list. The Preferences dialog opens.

   

   The dialog displays the default locations set by the IT administrator. If you have the appropriate permissions, you can select to store the planning chart on a local drive or a network location.
2. Type or browse  to the folder on the server to store planning charts, and verify that the folder is secure - accessible to the EChart sever but not to HTTP requests. If you are in doubt about the security, contact your IT administrator.
3. Click OK to save the specified folder and return to the planning chart.

If you are in doubt about the security, contact your IT administrator.

Note: Planners may encounter an error when sending a planning chart created on a local machine using Microsoft Vista. It is recommended that administrators use a secured server location. 

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