Start, Login, Exit

Information

• It is possible to use the PLANTA software via both the Desktop Client and the Web Client.

Start Program

Procedure in the Desktop Client

• Double click on the PLANTA icon.

  • The initial logo screen is now displayed, and the network link to the server computer is established.

Procedure in the Web Client

• Enter the Web Client URL in the address bar and confirm.

  • Request the URL from your system administrator.

  • Caution: The PLANTA Web Client is optimized for the Chrome browser.

Tip: You can also install the PLANTA Web Client as an app (progressive web app) on your device. In Chrome, Edge, and other modern browsers, you will find the “Install app” icon (e.g., in Chrome:📥) in the address bar. On smartphones you can usually select "Add to home screen" in the browser menu.

Logging in (Login) to the Desktop and Web Client

Note

• The following description is intended for PLANTA software users. If you are a PLANTA software administrator who installed the PLANTA system, please click here to get information on the first login after installation.

Information

• After the program is started, a form with two input fields for user ID (user code) and password is displayed in front of the program logo.

Procedure for first time login

• Enter the user ID (user code) in the upper input field.

  • The user ID (user code) and initial password are provided to the user by the PLANTA project administrator (or a person authorized to enter master data in PLANTA project systems).

• Confirm with OK.

• Confirm the Please change the password! dialog with OK.

• An input window is opened.

  • Enter the initial password into the Old password field.

  • Enter a new password in the New password and Confirm new password fields.

• Click on OK.

• Confirm the Your password has been changed successfully message with OK.

• If a particular Panel is defined as a startup panel for the respective user, it will be loaded.

• If no startup panel has been defined, only the user menu of the corresponding user will be loaded.

Procedure after next login

• Enter the user ID (user code) in the upper input field.

• Enter the password in the lower input field.

• Confirm with Login or OK.

Notes

• If a wrong user ID or a wrong password are entered, the User and/or password are unknown error message will be displayed and the input fields will be emptied. New input can be made.

• The PLANTA standard users can be used for demo purposes.

  • The PLANTA standard users are only available if PLANTA demo data is installed.

  • PLANTA standard roles are already assigned to these standard users. A role gives the users to whom it is assigned access to one or more groups of modules and/or menu items.

  • PLANTA standard users are used without passwords.

    • This does not apply to the P20 and R90 users. Ask your PLANTA consultant for the password for this user.

Login with Single Sign-On (Credential Manager)

For the corresponding procedure, please see the Technology/Installation/Update online help area.

Exit Program

Procedure in the Desktop Client

• Use the Data → Exit Program menu item or press ALT + F4

  • If there are any unsaved changes, the following message will be displayed: Save? Some data has been changed. After the message has been confirmed, the program is closed.

  • If all changes have already been saved, the program will be closed (without further prompt).

• If no Panel is open, you can also exit the program using the x button in the title bar.

Procedure in the Web Client

• In the User Menu, click the icon or select the menu item Data → Exit program

  • If there are any unsaved changes, the following message will be displayed: Save? Some data has been changed. After the message has been confirmed, the program is closed.

  • If all changes have already been saved, the program will be closed (without further prompts) and the view will switch to the login screen.