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Planview Customer Success Center

Managing Products

How Do I Manage My Planview Product Environments?

Administrators can use the Products screen of Planview Admin to manage the Planview product environments that have been added to Planview Admin, including the following tasks:

           

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Example of the Products screen with a product tile action menu selected

           

Why Should I Map Users for a Product Environment?

When Planview Admin synchronizes users, it uses matching email addresses to map the users listed in the Users screen to the users synchronized from each product environment. However, if a user has different email addresses that they use to sign in to each environment, they will not be able to sign in to all environments using single sign-on (SSO). Therefore, an administrator should align those email addresses by manually mapping any unmapped users before enabling SSO.

           

Adding a Planview Product Environment

Administrators can add product environments for supported Planview products into Planview Admin. You can add both production and sandbox environments, and you can add multiple tiles for each Planview product. When you add a product tile, Planview Admin will automatically import the user list for the linked product environment.

           

NOTES

  • To add a Planview product environment to Planview Admin, you must also be an administrator in that Planview product environment.
  • The email address you used to sign in to Planview Admin must match the email address you use to sign in as an administrator in the Planview product environment you are adding.

           

  1. Log in to Planview Admin at https://id.planview.com
  2. You will see the admin console, shown below.
  3. Click the Products menu.
  4. In the Add Another Planview Product section, click Add Product on the product tile you want to add.

               

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    The Products screen with no product tiles added

               

  5. On the Add Product Instance to Planview ID pop up screen, enter the URL for the Planview product environment you are adding.           
  6. Click Add.

  7. On the screen that appears, enter the password that matches the email address you used to register with Planview Admin to confirm that you are an administrator.

  8. Click Save.

    Planview Admin automatically imports the users for the product environment and adds the tile for the product environment in the Our Products section.

               

    NOTE

    • Importing users can take up to an hour to complete.

    • For Portfolios, Make sure to be logged out before adding an environment. and during step 7 to select which environment you are trying to add when entering your password

               

  9. Audit the user list for the product environment you added to find any unmapped users, then map those users or move them to the ignored list. You can now also activate Planview ID for the environment.

           

           

Activating and Deactivating Planview ID for an Product Environment

To activate Planview ID for an product environment:

  1. Click the Products menu.
  2. On the product tile for the product environment you want, click Manage Product or action menu.png > Manage Product.

               

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    The Activate Planview ID button

               

Planview ID is now activated for that product environment.

           

NOTE

  • When activating Portfolio Sandbox's, All Portfolio Sandboxes need to be added and activated as when Planview ID is activated for one sandbox, all authentication will go through Planview Admin since all Sandboxes share the same login URL. So administrators will need to add all sandboxes and activate all of them or can add them and leave them deactivated so authentication will go through normal login route.

           

To deactivate Planview ID for an product environment:

  1. Click the Products menu.
  2. On the product tile for the product environment you want, click Manage Product or action menu.png > Manage Product.

               

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    The Products screen with Planview ID activated

               

  3. In the top right corner of the screen, next to Planview ID activated, click action menu.png > Deactivate Planview ID.

Planview ID is now deactivated for that product environment.

           

           

Synchronizing Users

When a Planview product environment is added to Planview Admin, the user list is automatically imported within an hour. Planview Admin will automatically sync between products and Planview Admin every hour but can also manually run a user sync. Administrators can also view the logged details of the most recent user synchronization.

To synchronize users between Planview Admin and a Planview product environment:

  1. Click the Products menu.
  2. On the product tile you want, click > Sync Users.

               

    TIPS

    • You can also click Sync Users on the Mapped Users tab.
    • You can manually click Sync Users every five minutes.

               

To view logged details of the last user synchronization:

  1. Click the Products menu.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

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    Example of a screen for managing a product

               

  3. Click Details.
  4. Click Show Last Sync Details.

The screen shows the time and date of the last user synchronization, the number of records synchronized, and any messages or errors logged during the synchronization.

           

           

Viewing User Mappings

When viewing mapped or unmapped users, you can sort the user list by clicking a column header. You can also filter on names and email addresses by typing one or more characters in the Search box.

To view mapped and unmapped users:

  1. Click the Products menu.

  2. On the product tile you want, click Manage Product or action menu.png > Manage Product

    The screen that appears shows the mapped users for the product environment. You can remove the mapping for any user in this list.

               

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    Example of the Mapped Users list

               

  3. To see a list of unmapped users, click Unmapped Users. You can create a mapping for any user in this list or move any user you do not want to map to the ignore list.

           

           

Mapping a User

To add a mapping for an unmapped user:

  1. Click the Products menu.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

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    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. For the user you want to map, click action menu.png > Map To.
  5. Perform one of the following steps:
    • To map the user to an email address not currently used in Planview Admin, click New Planview ID. Click Map. On the Map User screen, enter the name and email address for the user you want to map to.
    • To map the user to an existing email address used in Admin, select the user you want from the list below the search box.
  6. Click Map.

           

           

Unmapping a User

To remove a user's mapping:

  1. Click the Products menu.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

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    Example of a screen for managing a product

               

  3. On the Mapped Users tab, for the user you want to unmap, click action menu.png > Remove Mapping.

           

           

Ignoring an Unmapped User

If you know that you do not want to map an unmapped user but want to remove that user from the unmapped user list, you can mark the user as ignored.

To mark a user that you do not want to map:

  1. Click the Products menu.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. For the user you do not want to map, click action menu.png > Ignore.

The user is moved to the ignored users list. You can later move the user back to the unmapped users list.

           

           

Removing a User from the Ignored List

To remove a user from the ignored users list:

  1. Click the Products menu.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. Click Show ignored users.
  5. For the user you want to move to the unmapped users list, click action menu.png > Unignore.

           

           

Editing a Product Tile Description

The product description is displayed in a product tile below the product logo on both the Overview screen and the Products screen.

To edit a product tile description:

  1. Click the Products menu.
  2. On the product tile you want, click action menu.png > Edit Product Description.
  3. In the Product Description box, enter the name or description you want to appear in the product tile.
  4. Click Save.

           

           

Removing an Product Environment from Planview Admin

  1. Click the Products menu.
  2. On the product tile for the product environment you want to remove, click action menu.png > Delete.

           

           

Products Screen Elements

           

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Example of the Products screen with a product tile action menu selected

           

The following table describes the screen elements on this screen.

Element Description
Our Products

This section shows product tiles for each Planview product environment that has been added to Planview Admin. Each product tile shows details about the product environment, such as the description, database, and whether the environment is a production or sandbox environment. A product tile also includes the Manage Product and action menu.png (action menu) options to manage the environment and its users.

  Manage Product

Click to view and manage the users for the selected application environment, including synchronizing users and manually mapping users, and activating or deactivating Planview ID for the environment.

  action menu.png

Click the action menu (action menu.png) on a product tile for the following options:

Add Another Planview Product This section shows tiles for the available Planview products for which you can add product environments. You can have more than one environment for each Planview product.
  Add Product Click to add an product environment for a Planview product.
  Learn More Click for more information about the Planview product.

           

           

Manage Product Screen Elements

The following table describes the screen elements and the tasks that administrators can perform on the manage product screen for a product tile, which you access by clicking Manage Product or action menu.png > Manage Product on a product tile.

Element Description
Planview ID activated

Indicates that Planview ID is enabled for this application environment.

Click action menu.png > Deactivate Planview ID to deactivate Planview ID for this product environment.

Activate Planview ID

Indicates that Planview ID is not enabled for this product environment.

Click action menu.png > Activate Planview ID to enable Planview ID for this product environment.

Mapped Users

Lists the name and email address for users with access to this product environment that are successfully mapped, the date on which each user was added to Planview Admin, and the following options or information:

  • Search: Click the Search box, then type one or more characters to filter on names and email addresses.
  • Last sync: Shows the time and date of the last user synchronization between Planview Admin and the product environment, as well as the number of user records processed.
  • Sync Users: Synchronizes the Planview Admin list of users with access to the product environment and the user list in the product environment itself.
  • action menu.png > Remove Mapping: Deletes the mapping for a user.
Unmapped Users

Lists the name and email address for users for this product environment that are not mapped, the user name for each user's account, and the following options or information:

  • Search: Click the Search box, then type one or more characters to filter on names and email addresses.
  • Show ignored users: Show all previously hidden users.
  • action menu.png > Map To: Opens the Map User screen, where you can map the user to a new or existing email address.
  • action menu.png > Ignore:  Moves the user to the Show ignored users list.
Details Includes the Show Last Sync Details option, which shows the log of the last synchronization run when enabled.