Adding a new property set in the Planon Cloud
The Planon Cloud supports using multiple property sets.
 | Using multiple property sets in the Planon Cloud is subject to licensing. For more information, check your Planon consultant. |
Procedure
1. Go to Property sets and add a new property set.
2. Fill out the Code and Description.
| | The Code field only accepts the following characters 0-9, Aa-Zz (no spaces). |
3. If relevant, enter a default email address for this property set in the Sender's email address field and one or multiple default email addresses in the Reply email address field.
Email address fields in Planon ProCenter for which no specific user defaults have been set will be automatically populated with the values you enter here.
4. Select a value in the Separate WebDAV location for Cloud field.
This field only works for Cloud environments. Yes means that the new property set will get its own unique WebDAV location. If you select No, the default /webdav/ location will be used.
| | Planon recommends setting this field to Yes. If you change this setting to No after creating the property set, the file location falls back to /webdav/ but the file structure that was created will actually remain to exist (until the corresponding property set is removed). |
5. Click Save.
A warning message appears informing you that creating a new property set can take a while and that you can view progress in the Log viewer.
6. Click Proceed.
Another message may be shown, informing you that one or more business objects are being configured. Click OK and refresh your list.
The newly created property set will appear in the elements panel. However, if the creation fails, it will be removed from the elements list without further notification, nor will you be prompted when creating the property set is completed. Go to the Log viewer to find out what the property set status is.
Log viewer entries show the following stages of the property set's creation:
◦ Creation of the property set is triggered (by the user account)
◦ Configuration is started (by CLOUDADMIN)
◦ Creation is completed (by CLOUDADMIN)
Any errors and warnings are also logged here.
7. When the property set is created, obtain the WebDAV details of your new property set in your Environment Management gadget.
The property set is reflected in the > menu.
8. If you want to access the WebDAV location via FTP, make sure to fill the correct environment credentials. The default directory is: .../webdav.
◦ A new WebDAV account and URL will be created for each property set
◦ The new WebDAV location will be: .../webdav-<propertysetcode>/
If you want to access another WebDAV location, please change directory by using the correct credentials.
| | To delete a property set, you must first delete the (web configuration) sites linked to your property set |