Intellisys Project Enterprise 3.60

Intellisys Project Enterprise 3.60 is a project management system, that allows multiple users concurrent access to a shared database of projects. It runs on Mac, Linux, Unix and Windows.

This document explains how to install and set up Intellisys Project Enterprise 3.60 software. (The document is in the file called Readme.html in the directory where you installed the application).

Download and Installation

If you are reading this document, then you have probably already succesfully downloaded and installed the software. If not, then please click here for a detailed description.

Using the software

To start using the software you need to (1) start the server and (2) connect to the server from a client machine. Starting the server is described below. Connecting to the server from a client machine involves opening the application's URL in a web browser, where one can see a web page with various options for using the software. Both the above steps are explained in detail below.

Starting and stopping the server

The processes that start and stop the server, once initiated, run quietly in the background with a minimal amount of text notification to the user. For the rest of this document we will use INSTALL_DIR to denote the folder called IPE that is created by the install process.

Platform Instructions
Mac OS X Navigate to folder INSTALL_DIR.
Double-click the application startIPE to start the server.
Double-click the application stopIPE to stop the server.
Windows Navigate to folder INSTALL_DIR.
Double-click the file startIPE.bat to start the server.
Double-click the file stopIPE.bat to stop the server.
Linux In a shell window, cd to folder INSTALL_DIR.
Type sh startIPE.sh to start the server.
Type sh stopIPE.sh to stop the server.
Any Unix platform with Java In a shell window, cd to folder INSTALL_DIR.
Type sh startIPE to start the server.
Type sh stopIPE to stop the server.

Connecting to the server from client machines

Once you have started the server you may connect to the server machine from other machines. Use the network name or IP address of the server machine wherever HOSTNAME is used in the following description.

From any client machine, in a web browser, go to the URL
http://HOSTNAME:8080/IPE
(Note: IPE has to be ALL CAPS, ipe will not work.)

You should see a welcome screen for Intellisys Project Enterprise. Follow the instructions on this page to launch the application on the client machine. For most client machines this involves no more than clicking on a button in a web page to start the application.

If the server machine is not connected to the network, then, for testing purposes, you can use localhost or 127.0.0.1 for HOSTNAME (in this case you will be able to use the client application only from the same machine).

Backing up the data

It is recommended to take regular backups of the database, to avoid loss of work. If using an external database, follow the backup procedure of the specific database. If using the bundled database engine, the backup proedure is as follows:

Open-source or LGPL licensed software acknowledgement

This product uses a number of open-source or LGPL licensed libraries/applications. Intellisys thanks the creators of these libraries and would like to provide pointers for more information. These are:

What's new in this release

Version 3.60

Enhancements
- Keyboard shortcuts for copy/paste changed to ALT-C/ALT-V
- Attribute table column reordering made more consistent - show/hide/reorder option.
- More consistent lag display - always uses 24 hour days


Bugs fixed
- Desktop not copying data from earlier versions correctly.
- Enterprise not creating desktop/menu shortcut
- Cut/paste from tables to spreadsheet does not work 
- Selection lost after move up/down/ and indent left/right
- Column order not preserved between invocations 
- Mail server not working (MailSender class needed to be accessible)


Version 3.50

Enhancements
 - User type filter added to user selection dialogs
 - User selection dialog expands all elements by default
 - Delete warning now shows which projects will be deleted
 - Added user preference for Gantt chart scrolling synchronization
 - Resource selection dialog now shows resource type
 - Added context menu for reports
 - Added keyboard accelerators for reports
 - Better sizing for images in reports
 - Can now add pie charts to reports
 - Table data and layout dialogs configured on appearance
 - Image data dialogs configured on appearance
 - Documentation completely rewritten
 - Resource allocation displayed in Actuals dialog
 - Trackers able to edit actual material usage
 
Bugs fixed
 - Filter on percentage complete not working properly in reports
 - Filters for reports not being saved
 - Filters being incorrectly restored in the main view
 - Cannot login after deleting a user used in a filter
 - Table display blanks out after deleting a user
 - Corrected errors in display text
 - Images spilling out of display area in reports
 - Drag and drop imprecise in reports
 - Restored report templates not displaying table data 
 - Possible to store a report or plot template with no name
 - Mouse clicks not selecting sometimes in reports
 - Some dialogs extending out of the screen
 - Report cursor allowing table to be dropped on non-content regions
 - Report adding new elements in invisible parts of the screen
 - Reports referring to deleted users cannot be displayed
 - Enterprise client not running with with Java 1.6
 - Calcluate button in Actuals dialog not taking allocation into account
 - Trackers able to enter actual times for other resources
 
 
Version 3.40

Enhancements
 - Match schedule to actuals feature when completing projects
 - Scheduler now does not block off time for completed projects

Bugs fixed
 - Using the Move operation sometimes causing data corruption
 - Older .mpp files not being read properly
 - Zero effort assignments artificially extending project span



Version 3.30

Enhancements
 - Clearer dialog for name substitution when importing
 - Bulk change facility for project owner
 - Filter dialogs show active filters
 - Filter pane has a new "Clear all" button

Bugs fixed
 - When no filters match the user does not know if any filters are active
 - Drop-down boxes not behaving properly in Admin console
 - User defined columns not accepting date formats
 - Deleting users leaves some references to the user
 - Time templates with zero time are allowed - they should not be
 - Scheduling bug forcing scheduling to stop in certain cases
 - Enterprise - Admin page JNLP link pointing to incorrect application
 - Enterprise - Code certificate check happening every time the application is launched
 


Version 3.20

Enhancements
 - Project Dashboard showing overview of project status
 - New improved method of assigning resources to projects
 - Context menu for projects
 - Context menu for finding predecessors and successors in Gantt Chart

Bugs fixed
 - Gantt chart's use 3D effect preference observed
 - Baseline printing in Gantt chart restored
 - All resources of a project given tracking access by default
 - Selected project no longer expands after refresh
 - Dragging of nodes in the Crititcal Path View fixed
 - Warning message now shown when attempting to add illegal dependencies
 - Dates shown when selecting projects to unarchive
 - Tables in reports to have same expansion state as the main application
 - Tables in reports not staying within page margins
 - Exception no longer thrown when opening Prefenece dialog
 - Message tree integrity observed
 - Filtering no longer causes applicaiton to freeze
 - Information not being saved after creating a backup fixed
 - Estimated effort no longer multiplies itself in certain cases
 - Exporting MPX files now preserves percentage complete values
 - Pressing ESC in Admin Console no longer stalls program
 - Enterprise: Logged in users' attributes can no longer be changed
 - Enterprise: Super Viewer's password to be the same as Admin's password
 - Archived projects not being converted properly in some instances
 - Archival of incomplete projects was being allowed in some cases.

Version 3.10

Enhancements
 - Improved project relocation mechanism
 - Exporting tables in reports as spreadsheets
 - Hitting Escape or Ctrl-W (Mac: Command-W) key closes windows
 - Simplified licensing process

Bugs fixed
 - Inaccurate tooltips removed
 - Finish-Before constraints not functioning properly
 - Projects with dollar signs ($) causing error in Gantt chart
 - Editing superprojects created multiple undo's
 - Dates set in Gantt chart painting no longer ignored
 - Gantt chart printing expansion to correspond expansion from main application
 - Gantt chart not painting entirely if row height was reduced
 - Removing access from superproject wasn't removing access from subprojects
 - Actuals values not able to be removed
 - Try-scheduling panel no longer shows blank cells
 - Start-on and Finish-on constraints followed in the presence of Dependencies
 - runIPDesktop.bat script file corrected
 - Mail not being sent (Enterprise)
 - PostGreSQL databases not converting from version 2.x (Enterprise)



Backward compatibility:
Verison 3.00 includes an extensive restructuring of the internal models of the
system in order to provide better capabilities and performance. One 
consequence of this is that some aspects of Version 2.x data become
incompatible with Version 3.x. While Version 3.x will convert all project data
and user data from Version 2.5 and later databases, the following types of
data will be lost in the conversion: 
 - saved report and plot templates
 - local user preferences
 - backup files created from version 2.x cannot be restored in version 3.x

Enhancements
 - Redesigned L&F and user interfaces
 - Now supports 15 minute intervals
 - Fine-tuned scheduling properties: squeezable projects
 - Fine-tuned scheduling properties: splittable projects
 - Super-viewer mode provides unified view for all projects in the system
 - Save and open project files
 - Resource substitution in projects during import
 - Comprehensive user preferences for customizing appearance and behaviour
 - Visual report designer with dynamic interactivity
 - Improved plot appearance and capabilities
 - Histograms
 - Pie charts
 - Project dashboard for quick status overviews
 - Extensive filtering capabilities in main view
 - One-click sorting of main view columns
 - Fine grained synchronization process give user exact control (Enterprise)
 - Scheduling performance and quality enhancement
 - Convenient what-if scheduling options when editing project properties
 - Resource cost customizable on a per-task basis
 - Material usage for projects
 - Detailed logging capabilities for actual times
 - Easy-to-use time tracking dialog
 - Auxiliary flag properties for projects
 - Organization by department for resources
 - Location assignment for users
 - User renaming
 - Fine grained column visibility permissions assigned per role.
 - User-defined column views
 - Efficient dialogs for editing properties of multiple projects simultaneously.


See release notes for earlier versions.



Intellisys Project Enterprise v 3.60 (Release date: 28-Feb-07)
Website: http://www.webintellisys.com
Intellisys Inc.
3210 Scott Blvd. 
Santa Clara, CA 95054.
Email: support@webintellisys.com (questions, information)
Phone: 888 807 8110 
Fax: 888 807 8110