innovaphone wiki - User contributions [en]

Reference16r1:Concept App Service Projects

2026-05-20T12:29:54Z

Elievens:

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= New Features =
The project management tool Projects has new functions for a better overview and greater efficiency.

== Tasks & dependencies ==
* Automatic status change: Tasks change to current on the due date.
* Copy tasks for quick reuse
* Define task dependencies - within a running sprint or already in the sprint template
* Filter by dependencies in the board view:
** immediately editable
** blocking other tasks
** waiting for other tasks

== Translation & search ==
* Automatic translation for project, sprint and task descriptions (also in the templates)
* Improved search: results are displayed directly in the board

== Mobile App ==
The Projects app is now also optimised for narrow displays (e.g. smartphones up to 320 px wide). Detailed views can be opened consistently, and the operating logic is clearer and more consistent.

=== Mobile operating concept - how it works ===
On mobile devices, a three-dot menu(⋯) to the right of the avatarreplacesthe mouse hover. A tap on it shows the available actions, another tap hides them again. The range of functions corresponds to the desktop version.

=== Responsive behaviour improved ===
Content now utilises the screen width much better on narrow views and devices - both in the tiles in the board view and in the detailed view with the respective content and functions. In the dashboard , the layout is displayed in a single column on mobile devices - the content can be conveniently accessed one below the other.

== Move backlog entries to the area backlog ==
Backlog entries can now be transferred from a project backlog to the corresponding area backlog with a single click - either via the button on the tile or in the detailed view of the entry. This saves duplicate creation and preserves history and discussions.

== Onboarding tour ==
Another new feature is a onboarding tour for Projects. It guides new users step by step through the most important functions, making it easier to get started quickly. This allows teams to start using Projects faster and find their way around more easily. You can also find it in the top right-hand corner of the Projects menu (Help/Tour).

== Delete Sections ==
You can now delete sections in the Projects app. This makes it easier to keep your project structure organised and allows you to quickly remove sections you no longer need.

Deleted sections are initially placed in a dedicated recovery menu. You can find this in the burger menu of the Projects App (Restore/Show deleted items). There, they can be restored at any time if they are still needed. After 100 days, all deleted items are automatically and permanently removed.

There is also a new permission level: the 'Admin' Mode. Only admins are allowed to delete sections. This prevents important project structures from being accidentally removed.

Transparency is still maintained:
* Normal users only see the items they have deleted themselves in the restore menu.
* Admins can see all deleted items to which they have access.
* Private areas can be deleted and restored by their respective owners.

This ensures that the deletion of areas remains secure, traceable and controllable at all times.

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Backup and Restore =
'''It is important that you back up and/or restore both the Projects app and the Connect app.'''

This will ensure that (all zones and) discussions are backed up and/or restored too.

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

== Lost Discussions after a Database Restore ==
If only the Projects App has been restored (and the Connect App no longer contains the Zones/Discussions), you cannot create/continue discussions.

Easiest way to solve this: restore a timewise similar backup of the Connect App too to make the the zones and discussions available in the Connect Database.

If a backup is not available, you can also manually re-create each missing Zone from Project in Connect. This way you can create new discussions for each missing discussion. See screenshot for the correct values.

[[File:Connect Create Zone.png|thumb|frame]]

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference15r1:Concept App Service Projects

2026-05-20T08:00:46Z

Elievens: /* Lost Discussions after a Restore of a Backup */

Reference15r1:Concept App Service Projects

2026-05-20T08:00:05Z

Elievens: /* Backup and Restore */

Reference15r1:Concept App Service Projects

2026-05-20T07:58:31Z

Elievens: /* No Discussions after a Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:54:25Z

Elievens: /* No Discussions after a Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:52:32Z

Elievens: /* No Discussions after a Restore */

File:Connect Create Zone.png

2026-05-19T13:51:12Z

Elievens:

Connect Create Zone

Reference15r1:Concept App Service Projects

2026-05-19T13:39:29Z

Elievens: /* No Discussions after a Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:20:28Z

Elievens: /* No Discussion after a Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:20:19Z

Elievens: /* Troubleshooting */

Reference15r1:Concept App Service Projects

2026-05-19T13:19:39Z

Elievens: /* Backup and Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:17:02Z

Elievens: /* Backup and Restore */

Reference15r1:Concept App Service Projects

2026-05-19T13:08:04Z

Elievens:

Howto15r1:RecordingsApp

2026-05-12T07:28:28Z

Elievens: /* Checking the Reports-App object */

= Applies To =
This information applies to
* RecordingsApp V15r1

= More information =
This article describes how to set up the RecordingsApp.

= System Requirements =
* innovaphone PBX
* innovaphone AppPlatform
* RecordingsApp
* ReportingsApp
* App(innovaphone-recorder) licenses per User

= Configuration =
== Setting up the Instance in the AP Manager ==

Note: As in V15 the ''PBX Manager'' was renamed to ''Settings'', this term is used in the following.

Use the ''Settings'' Plugin called "AP app installer" to download the ''Recordings'' App. It will automatically create an instance of the app on your AP.
You can configure the new ''Recordings'' App instance using the ''AP Recordings'' plugin in ''Settings''.

== Configuration in the Settings Plugin ==
In this step, it is mandatory to add two new objects to the PBX and grant the necessary licenses and permission to the templates to use the application.
In the ''Settings'' navigate to AP Recordings, create two new objects and configure the templates.

===Adding objects using the Recordings Plugin===
[[Image:14r2_AP_Recordings-User.png|thumb|upright=1.0|right|Settings - RecordingsUser]]
[[Image:14r2_AP_Recordings-Admin.png|thumb|upright=1.0|right|Settings - RecordingsAdmin]]
*First, you'll need to add 2 new objects for the RecordingsApp to work.
**You need to add an object for '''"User"''' and one for '''"Admin"'''.
**You have five fields to fill in.
***''Name'': This is the name of the application.
***''SIP'': This is the SIP entry for the object.
***''TYPE'': Here you can choose what type this object will be. (User, or admin)
***''Delete mode'': Here you can choose if you want to have a recycle bin or not, or if you want to deny users from being able to delete recordings.
***''Reporting'': Here you have to select the reporting instance that provides the call information.
***''Monitored Access'': Select a user (e.g. a supervisor). If a user is selected, this user needs to grant permission to any user who wants to access a recording in his RecordingsUser App.
***''WaterMark'': Select if Watermarking is done or not. If "YES" is selected, watermarking will be done for ALL recordings in the database, not only new recordings.
 
 
 
 
 

===Access list configuration through the Recordings Plugin===
*Access list is a User type of app that allows the access to other user's records. Access list is useful to scale the access rights of the system records.
**Here you need to add another object for the Access List.
**You have five fields to fill in.
***''Name'': This is the name of the application.
***''SIP'': This is the SIP entry for the object.
***''TYPE'': Here you can choose what type this object will be. (User or admin)
***''Delete mode'': Here you can choose if you want to have a recycle bin or not, or if you want to deny users from being able to delete recordings.
***''Reporting'': Here you have to select the reporting instance that provides the call information.
**''Access list'': Enter a number in each field. The number (e164) of the user who will use the application and the number (e164) for the user whose recordings will be accessed.
***''Wildcard for Access list'': An * can be entered instead of the number (e164). This gives you a user app with access to all recordings but not to the admin settings
'''<pre>Hint: Do not forget to give the access rights of the app to the users via the template configuration</pre>'''

== Configuring Templates ==
*You need to grant permissions and licenses for the app to work. You can use templates for this.
**Select the user template and grant the app permission and license.
**Select the admin template and grant the admin-app permission and also the license.
**Now users with either template can use the appropriate apps.

== Configuring the Recordings-App ==
[[Image:RecordingsAdmin-Config.png|thumb|upright=5.0|right|App Configuration]]
The only change that needs to be done here is configuring the PBX name inside the Admin-App, otherwise it won't correctly record the calls.
*Follow the steps inside the '''RecordingsAdmin''' - app
**After opening the app, you can open a sidebar-menu with the upper right menu button.
**Below you see the needed setting called '''"PBX name"'''. Here, you enter the name of the PBX.
 

== Configuring WebDav credentials in RecordingsAdmin ==
Starting from 14r1, WebDav credentials can be configured in RecordingsAdmin. With this credentials it is possible to get Access to the original .pcap Files.
In RecordingsAdmin, user and password can be configured.
'''Please note that all Devices which should be recorded, will need to authenticate if this is configured.'''

For Softphones, fill out the appropriate fields at ''Advanced-UI --> PBX --> Config --> myApps --> Recording Username / Recording Password''.

In order to not display the user and password to the end-user, you can hide the Record-to-URL by activating the hide setting at:
''Advanced-UI --> PBX --> Config --> myApps --> Recording URL in softphone app hidden''

For Hardphones and Gateways, you can also add the user and password to the URL or go to ''Advanced-UI --> Services --> HTTP --> Client'' and configure the Record-to-URL as Authenticated URL by using the previously configured user and password.
 
 
 
 
 
 
 
 
 
 
 

== Configuring CDR ==
[[Image:Recordings13r3_Object-Apps.png|thumb|upright=1.0|right|Checkboxes Apps]]
*The CDRs are fetched from the ReportsApp.
**Make sure that there is a correctly configured Reporting-Instance and that the pbx sends the CDRs into this instance.
**For the Recordings-Users, no Reporting-License is necessary.
**The correct Reporting-Instance should be selected in the '''apps''' tab in the Recordings-Object.
 

== Checking the Recordings-User-App object ==
[[Image:Recordings13r3_Object-App.png|thumb|upright=1.0|right|Checkboxes App]]
It could happen that '''Websocket''', '''Admin''' and '''Services''' aren't ticked in '''"Objects"''' , but this is necessary.
*To check this, you need to navigate to '''PBX - Objects'''
**Select the '''Recordings''' object and navigate to the '''App''' tab.
**All three above mentioned checkboxes should be ticked.
 
 
 
 
 
 

== Checking the Reports-App object ==
You need to make sure, that '''Websocket''' is ticked in the '''App''' tab and that the object is '''connected''', otherwise, Recordings is not able to fetch any data from the App Service "reporting".
 
 
 

== Record-to-URL ==
The Record-to-URL is composed by the following information:
<nowiki>https://<App platform DNS>/<domain>/<instance name>/Files</nowiki>
'''Be aware: The Record-to-URL always has to be used case sensitive!'''

== VoIP-Interface / Softphone / Phone configuration ==
=== Configuring the VoIP-Interface through the Devices-Interface ===
[[Image:Recordings13r3_SIP-Interface.png|thumb|upright=5.0|right|SIP-Trunk]]
If you want all external calls to be recorded, then the SIP-Trunk needs to know the Record-to-URL, you inserted earlier too.
Also, the Media-Relay checkbox needs to be checked.
*Since you also want to record any call that goes through your SIP-trunk, you need to insert the Record-to-URL into the SIP.
**For this, you select the '''Gateway --> SIP''' tab.
***Make sure that the URL is configured correctly and also the Media-Relay is activated.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
=== Configuring the Softphones ===

'''Please note that the recordings-config for softphones is only available, if the softphone user has the correct licence App(innovaphone-recorder) assigned.'''
'''Also, the recordings-config distributed by the PBX will not take effect if the user has no license.'''

For the softphones, the Record-to-URL must be inserted via the SoftphoneApp - Burger Menu. In addition, you can configure whether to record automatically every call or whether to record only external calls.

==== Config distribution via PBX ====
The Record-to-URL can also be configured via the ''Advanced-UI --> PBX --> Config --> myApps''.

=== Configuring the Phones through the DevicesApp ===
[[Image:Recordings14r1_Expert-Config.png|thumb|upright=5.0|right|URL]]
* Go to Devices and select the proper Domain.
* Create within this Domain an additional Provisioning Category with a meaningful name like "Phones with Recording"
* Create within this Domain an additional Device Configuration from type [Phone] with a meaningful name like "Phone configuration for recording" and assign it to the Category "Phones with Recording".
* Add the Recording URL
* Create within this Domain an additional Device Configuration from the type [Expert configuration] with a meaningful name like "Record Transparent" and assign it to the Category "Phones with Recording"
* Add the following Expert Mode commands with or without the explanation:

"# Check for Updateserial, to cause no bootloop"
mod cmd UP1 check ser RecCred.v1-2025
"# Providing HTTPClient and credentials for Recording"
vars create HTTPCLIENT0/URL/00000 p https://systemDNSorIPaddress/systemname/recording-2025/Files [^]
vars create HTTPCLIENT0/USER/00000 p recording_username
vars create HTTPCLIENT0/PASS/00000 px yourcrypticsecretpasswordincleartext
"# Configure the Record Mode"
mod cmd PHONE/CONF-UI reg-edit-rec /cmd reg-edit-rec /id 0 /rec.mode transparent /rec.to p /rec.e164 /rec.h323 /op OK
"# Write and activate the config"
config write
config activate
"# idle reset the phone"
iresetn

* In the Devices Tab, select the desired IP Phone(s) and add these to the Category "Phones with Recording". Be aware, you can have only one Provisioning Category assigned, so de-assign the excisting one.
* Run the Expert Configuration.
The IP Phone will show shortly the message Software Update 1%.
After the change, check the changed configuration.
 
 
 
 
 
 

=== Configuring the Phones through the Advanced-UI ===
For the phones to actually start recording as soon as they make a call, you need to set up a few things. This is done in the phones Advanced-UI settings, for example by using Devices-App.

==== Setting up the Record-to-URL ====
[[Image:Recordings13r3_Phone-User.png|thumb|upright=5.0|right|URL]]
*To enable call recording, you need to set up the following values:
**At the Advanced-UI, select the '''"Phone"''' tab.
**Down below, you again need to insert a case-sensitive Record-to-URL into the field, which follows the following rule:
***'''https://app-platform/domain/recordings/Files'''
 
 
 
 
 
 
 
 
 
 
 

==== Setting up the Recording-Tab ====
[[Image:Recordings13r3_Phone-Recordings.png|thumb|upright=5.0|right|Recording-Tab]]
*To fully function, the following changes need to be made in the '''Recording-Tab'''
**''Mode:'' Transparent: This means that the call will be recorded instantly.
**''Recorder:'' HTTP Server
 
 
 
 
 
 
 
 

== Related Articles ==
[[Reference15r1:Concept_App_Service_Recordings | Reference15r1:Concept_App_Service_Recordings]]

[[Category:Howto|{{PAGENAME}}]]

Howto15r1:RecordingsApp

2026-05-12T07:28:14Z

Elievens: /* Checking the Reporting-App object */

= Applies To =
This information applies to
* RecordingsApp V15r1

= More information =
This article describes how to set up the RecordingsApp.

= System Requirements =
* innovaphone PBX
* innovaphone AppPlatform
* RecordingsApp
* ReportingsApp
* App(innovaphone-recorder) licenses per User

= Configuration =
== Setting up the Instance in the AP Manager ==

Note: As in V15 the ''PBX Manager'' was renamed to ''Settings'', this term is used in the following.

Use the ''Settings'' Plugin called "AP app installer" to download the ''Recordings'' App. It will automatically create an instance of the app on your AP.
You can configure the new ''Recordings'' App instance using the ''AP Recordings'' plugin in ''Settings''.

== Configuration in the Settings Plugin ==
In this step, it is mandatory to add two new objects to the PBX and grant the necessary licenses and permission to the templates to use the application.
In the ''Settings'' navigate to AP Recordings, create two new objects and configure the templates.

===Adding objects using the Recordings Plugin===
[[Image:14r2_AP_Recordings-User.png|thumb|upright=1.0|right|Settings - RecordingsUser]]
[[Image:14r2_AP_Recordings-Admin.png|thumb|upright=1.0|right|Settings - RecordingsAdmin]]
*First, you'll need to add 2 new objects for the RecordingsApp to work.
**You need to add an object for '''"User"''' and one for '''"Admin"'''.
**You have five fields to fill in.
***''Name'': This is the name of the application.
***''SIP'': This is the SIP entry for the object.
***''TYPE'': Here you can choose what type this object will be. (User, or admin)
***''Delete mode'': Here you can choose if you want to have a recycle bin or not, or if you want to deny users from being able to delete recordings.
***''Reporting'': Here you have to select the reporting instance that provides the call information.
***''Monitored Access'': Select a user (e.g. a supervisor). If a user is selected, this user needs to grant permission to any user who wants to access a recording in his RecordingsUser App.
***''WaterMark'': Select if Watermarking is done or not. If "YES" is selected, watermarking will be done for ALL recordings in the database, not only new recordings.
 
 
 
 
 

===Access list configuration through the Recordings Plugin===
*Access list is a User type of app that allows the access to other user's records. Access list is useful to scale the access rights of the system records.
**Here you need to add another object for the Access List.
**You have five fields to fill in.
***''Name'': This is the name of the application.
***''SIP'': This is the SIP entry for the object.
***''TYPE'': Here you can choose what type this object will be. (User or admin)
***''Delete mode'': Here you can choose if you want to have a recycle bin or not, or if you want to deny users from being able to delete recordings.
***''Reporting'': Here you have to select the reporting instance that provides the call information.
**''Access list'': Enter a number in each field. The number (e164) of the user who will use the application and the number (e164) for the user whose recordings will be accessed.
***''Wildcard for Access list'': An * can be entered instead of the number (e164). This gives you a user app with access to all recordings but not to the admin settings
'''<pre>Hint: Do not forget to give the access rights of the app to the users via the template configuration</pre>'''

== Configuring Templates ==
*You need to grant permissions and licenses for the app to work. You can use templates for this.
**Select the user template and grant the app permission and license.
**Select the admin template and grant the admin-app permission and also the license.
**Now users with either template can use the appropriate apps.

== Configuring the Recordings-App ==
[[Image:RecordingsAdmin-Config.png|thumb|upright=5.0|right|App Configuration]]
The only change that needs to be done here is configuring the PBX name inside the Admin-App, otherwise it won't correctly record the calls.
*Follow the steps inside the '''RecordingsAdmin''' - app
**After opening the app, you can open a sidebar-menu with the upper right menu button.
**Below you see the needed setting called '''"PBX name"'''. Here, you enter the name of the PBX.
 

== Configuring WebDav credentials in RecordingsAdmin ==
Starting from 14r1, WebDav credentials can be configured in RecordingsAdmin. With this credentials it is possible to get Access to the original .pcap Files.
In RecordingsAdmin, user and password can be configured.
'''Please note that all Devices which should be recorded, will need to authenticate if this is configured.'''

For Softphones, fill out the appropriate fields at ''Advanced-UI --> PBX --> Config --> myApps --> Recording Username / Recording Password''.

In order to not display the user and password to the end-user, you can hide the Record-to-URL by activating the hide setting at:
''Advanced-UI --> PBX --> Config --> myApps --> Recording URL in softphone app hidden''

For Hardphones and Gateways, you can also add the user and password to the URL or go to ''Advanced-UI --> Services --> HTTP --> Client'' and configure the Record-to-URL as Authenticated URL by using the previously configured user and password.
 
 
 
 
 
 
 
 
 
 
 

== Configuring CDR ==
[[Image:Recordings13r3_Object-Apps.png|thumb|upright=1.0|right|Checkboxes Apps]]
*The CDRs are fetched from the ReportsApp.
**Make sure that there is a correctly configured Reporting-Instance and that the pbx sends the CDRs into this instance.
**For the Recordings-Users, no Reporting-License is necessary.
**The correct Reporting-Instance should be selected in the '''apps''' tab in the Recordings-Object.
 

== Checking the Recordings-User-App object ==
[[Image:Recordings13r3_Object-App.png|thumb|upright=1.0|right|Checkboxes App]]
It could happen that '''Websocket''', '''Admin''' and '''Services''' aren't ticked in '''"Objects"''' , but this is necessary.
*To check this, you need to navigate to '''PBX - Objects'''
**Select the '''Recordings''' object and navigate to the '''App''' tab.
**All three above mentioned checkboxes should be ticked.
 
 
 
 
 
 

== Checking the Reports-App object ==
You need to make sure, that '''Websocket''' is ticked in the '''App''' tab and that the object is '''connected''', otherwise, Recordings is not able to fetch any data from the App Service "Reporting".
 
 
 

== Record-to-URL ==
The Record-to-URL is composed by the following information:
<nowiki>https://<App platform DNS>/<domain>/<instance name>/Files</nowiki>
'''Be aware: The Record-to-URL always has to be used case sensitive!'''

== VoIP-Interface / Softphone / Phone configuration ==
=== Configuring the VoIP-Interface through the Devices-Interface ===
[[Image:Recordings13r3_SIP-Interface.png|thumb|upright=5.0|right|SIP-Trunk]]
If you want all external calls to be recorded, then the SIP-Trunk needs to know the Record-to-URL, you inserted earlier too.
Also, the Media-Relay checkbox needs to be checked.
*Since you also want to record any call that goes through your SIP-trunk, you need to insert the Record-to-URL into the SIP.
**For this, you select the '''Gateway --> SIP''' tab.
***Make sure that the URL is configured correctly and also the Media-Relay is activated.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
=== Configuring the Softphones ===

'''Please note that the recordings-config for softphones is only available, if the softphone user has the correct licence App(innovaphone-recorder) assigned.'''
'''Also, the recordings-config distributed by the PBX will not take effect if the user has no license.'''

For the softphones, the Record-to-URL must be inserted via the SoftphoneApp - Burger Menu. In addition, you can configure whether to record automatically every call or whether to record only external calls.

==== Config distribution via PBX ====
The Record-to-URL can also be configured via the ''Advanced-UI --> PBX --> Config --> myApps''.

=== Configuring the Phones through the DevicesApp ===
[[Image:Recordings14r1_Expert-Config.png|thumb|upright=5.0|right|URL]]
* Go to Devices and select the proper Domain.
* Create within this Domain an additional Provisioning Category with a meaningful name like "Phones with Recording"
* Create within this Domain an additional Device Configuration from type [Phone] with a meaningful name like "Phone configuration for recording" and assign it to the Category "Phones with Recording".
* Add the Recording URL
* Create within this Domain an additional Device Configuration from the type [Expert configuration] with a meaningful name like "Record Transparent" and assign it to the Category "Phones with Recording"
* Add the following Expert Mode commands with or without the explanation:

"# Check for Updateserial, to cause no bootloop"
mod cmd UP1 check ser RecCred.v1-2025
"# Providing HTTPClient and credentials for Recording"
vars create HTTPCLIENT0/URL/00000 p https://systemDNSorIPaddress/systemname/recording-2025/Files [^]
vars create HTTPCLIENT0/USER/00000 p recording_username
vars create HTTPCLIENT0/PASS/00000 px yourcrypticsecretpasswordincleartext
"# Configure the Record Mode"
mod cmd PHONE/CONF-UI reg-edit-rec /cmd reg-edit-rec /id 0 /rec.mode transparent /rec.to p /rec.e164 /rec.h323 /op OK
"# Write and activate the config"
config write
config activate
"# idle reset the phone"
iresetn

* In the Devices Tab, select the desired IP Phone(s) and add these to the Category "Phones with Recording". Be aware, you can have only one Provisioning Category assigned, so de-assign the excisting one.
* Run the Expert Configuration.
The IP Phone will show shortly the message Software Update 1%.
After the change, check the changed configuration.
 
 
 
 
 
 

=== Configuring the Phones through the Advanced-UI ===
For the phones to actually start recording as soon as they make a call, you need to set up a few things. This is done in the phones Advanced-UI settings, for example by using Devices-App.

==== Setting up the Record-to-URL ====
[[Image:Recordings13r3_Phone-User.png|thumb|upright=5.0|right|URL]]
*To enable call recording, you need to set up the following values:
**At the Advanced-UI, select the '''"Phone"''' tab.
**Down below, you again need to insert a case-sensitive Record-to-URL into the field, which follows the following rule:
***'''https://app-platform/domain/recordings/Files'''
 
 
 
 
 
 
 
 
 
 
 

==== Setting up the Recording-Tab ====
[[Image:Recordings13r3_Phone-Recordings.png|thumb|upright=5.0|right|Recording-Tab]]
*To fully function, the following changes need to be made in the '''Recording-Tab'''
**''Mode:'' Transparent: This means that the call will be recorded instantly.
**''Recorder:'' HTTP Server
 
 
 
 
 
 
 
 

== Related Articles ==
[[Reference15r1:Concept_App_Service_Recordings | Reference15r1:Concept_App_Service_Recordings]]

[[Category:Howto|{{PAGENAME}}]]

Reference16r1:Concept App Service Projects

2026-05-06T14:18:26Z

Elievens: /* Onboarding tour */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= New Features =
The project management tool Projects has new functions for a better overview and greater efficiency.

== Tasks & dependencies ==
* Automatic status change: Tasks change to current on the due date.
* Copy tasks for quick reuse
* Define task dependencies - within a running sprint or already in the sprint template
* Filter by dependencies in the board view:
** immediately editable
** blocking other tasks
** waiting for other tasks

== Translation & search ==
* Automatic translation for project, sprint and task descriptions (also in the templates)
* Improved search: results are displayed directly in the board

== Mobile App ==
The Projects app is now also optimised for narrow displays (e.g. smartphones up to 320 px wide). Detailed views can be opened consistently, and the operating logic is clearer and more consistent.

=== Mobile operating concept - how it works ===
On mobile devices, a three-dot menu(⋯) to the right of the avatarreplacesthe mouse hover. A tap on it shows the available actions, another tap hides them again. The range of functions corresponds to the desktop version.

=== Responsive behaviour improved ===
Content now utilises the screen width much better on narrow views and devices - both in the tiles in the board view and in the detailed view with the respective content and functions. In the dashboard , the layout is displayed in a single column on mobile devices - the content can be conveniently accessed one below the other.

== Move backlog entries to the area backlog ==
Backlog entries can now be transferred from a project backlog to the corresponding area backlog with a single click - either via the button on the tile or in the detailed view of the entry. This saves duplicate creation and preserves history and discussions.

== Onboarding tour ==
Another new feature is a onboarding tour for Projects. It guides new users step by step through the most important functions, making it easier to get started quickly. This allows teams to start using Projects faster and find their way around more easily. You can also find it in the top right-hand corner of the Projects menu (Help/Tour).

== Delete Sections ==
You can now delete sections in the Projects app. This makes it easier to keep your project structure organised and allows you to quickly remove sections you no longer need.

Deleted sections are initially placed in a dedicated recovery menu. You can find this in the burger menu of the Projects App (Restore/Show deleted items). There, they can be restored at any time if they are still needed. After 100 days, all deleted items are automatically and permanently removed.

There is also a new permission level: the 'Admin' Mode. Only admins are allowed to delete sections. This prevents important project structures from being accidentally removed.

Transparency is still maintained:
* Normal users only see the items they have deleted themselves in the restore menu.
* Admins can see all deleted items to which they have access.
* Private areas can be deleted and restored by their respective owners.

This ensures that the deletion of areas remains secure, traceable and controllable at all times.

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-05-06T14:17:53Z

Elievens: /* Delete Sections */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= New Features =
The project management tool Projects has new functions for a better overview and greater efficiency.

== Tasks & dependencies ==
* Automatic status change: Tasks change to current on the due date.
* Copy tasks for quick reuse
* Define task dependencies - within a running sprint or already in the sprint template
* Filter by dependencies in the board view:
** immediately editable
** blocking other tasks
** waiting for other tasks

== Translation & search ==
* Automatic translation for project, sprint and task descriptions (also in the templates)
* Improved search: results are displayed directly in the board

== Mobile App ==
The Projects app is now also optimised for narrow displays (e.g. smartphones up to 320 px wide). Detailed views can be opened consistently, and the operating logic is clearer and more consistent.

=== Mobile operating concept - how it works ===
On mobile devices, a three-dot menu(⋯) to the right of the avatarreplacesthe mouse hover. A tap on it shows the available actions, another tap hides them again. The range of functions corresponds to the desktop version.

=== Responsive behaviour improved ===
Content now utilises the screen width much better on narrow views and devices - both in the tiles in the board view and in the detailed view with the respective content and functions. In the dashboard , the layout is displayed in a single column on mobile devices - the content can be conveniently accessed one below the other.

== Move backlog entries to the area backlog ==
Backlog entries can now be transferred from a project backlog to the corresponding area backlog with a single click - either via the button on the tile or in the detailed view of the entry. This saves duplicate creation and preserves history and discussions.

== Onboarding tour ==
Another new feature is a onboarding tour for Projects. It guides new users step by step through the most important functions, making it easier to get started quickly. This allows teams to start using Projects faster and find their way around more easily. You can also find it in the top right-hand corner of the Projects menu.

== Delete Sections ==
You can now delete sections in the Projects app. This makes it easier to keep your project structure organised and allows you to quickly remove sections you no longer need.

Deleted sections are initially placed in a dedicated recovery menu. You can find this in the burger menu of the Projects App (Restore/Show deleted items). There, they can be restored at any time if they are still needed. After 100 days, all deleted items are automatically and permanently removed.

There is also a new permission level: the 'Admin' Mode. Only admins are allowed to delete sections. This prevents important project structures from being accidentally removed.

Transparency is still maintained:
* Normal users only see the items they have deleted themselves in the restore menu.
* Admins can see all deleted items to which they have access.
* Private areas can be deleted and restored by their respective owners.

This ensures that the deletion of areas remains secure, traceable and controllable at all times.

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-05-06T14:14:39Z

Elievens: /* Overview */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= New Features =
The project management tool Projects has new functions for a better overview and greater efficiency.

== Tasks & dependencies ==
* Automatic status change: Tasks change to current on the due date.
* Copy tasks for quick reuse
* Define task dependencies - within a running sprint or already in the sprint template
* Filter by dependencies in the board view:
** immediately editable
** blocking other tasks
** waiting for other tasks

== Translation & search ==
* Automatic translation for project, sprint and task descriptions (also in the templates)
* Improved search: results are displayed directly in the board

== Mobile App ==
The Projects app is now also optimised for narrow displays (e.g. smartphones up to 320 px wide). Detailed views can be opened consistently, and the operating logic is clearer and more consistent.

=== Mobile operating concept - how it works ===
On mobile devices, a three-dot menu(⋯) to the right of the avatarreplacesthe mouse hover. A tap on it shows the available actions, another tap hides them again. The range of functions corresponds to the desktop version.

=== Responsive behaviour improved ===
Content now utilises the screen width much better on narrow views and devices - both in the tiles in the board view and in the detailed view with the respective content and functions. In the dashboard , the layout is displayed in a single column on mobile devices - the content can be conveniently accessed one below the other.

== Move backlog entries to the area backlog ==
Backlog entries can now be transferred from a project backlog to the corresponding area backlog with a single click - either via the button on the tile or in the detailed view of the entry. This saves duplicate creation and preserves history and discussions.

== Onboarding tour ==
Another new feature is a onboarding tour for Projects. It guides new users step by step through the most important functions, making it easier to get started quickly. This allows teams to start using Projects faster and find their way around more easily. You can also find it in the top right-hand corner of the Projects menu.

== Delete Sections ==
You can now delete sections in the Projects app. This makes it easier to keep your project structure organised and allows you to quickly remove sections you no longer need.

Deleted sections are initially placed in a dedicated recovery menu. You can find this in the burger menu of the Projects App. There, they can be restored at any time if they are still needed. After 100 days, all deleted items are automatically and permanently removed.

There is also a new permission level: the 'Admin' Mode. Only admins are allowed to delete sections. This prevents important project structures from being accidentally removed.

Transparency is still maintained:
* Normal users only see the items they have deleted themselves in the restore menu.
* Admins can see all deleted items to which they have access.
* Private areas can be deleted and restored by their respective owners.

This ensures that the deletion of areas remains secure, traceable and controllable at all times.

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-05-06T13:51:18Z

Elievens:

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Overview =

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-05-06T13:49:49Z

Elievens: /* Overview */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Apps/PbxManager/App Projects

2026-04-21T08:57:06Z

Elievens: Created page with "= Add an app= ;Name :The ''name'' displayed for the App Object, which must be unique. ;SIP :The ''sip'' for the app object, which must be unique. ;Connect App :Select the ''Connect''-App (all available Connect-Apps will be listed). <ref>When selecting/changing the ''Connect App'', the ''Connect Admin Service'' will change accordingly.</ref> ;Connect Admin Service :Select the '''mandatory''' ''Connect Admin Service'' (all available Connect-Apps will be listed which..."

= Add an app=

;Name
:The ''name'' displayed for the App Object, which must be unique.

;SIP
:The ''sip'' for the app object, which must be unique.

;Connect App
:Select the ''Connect''-App (all available Connect-Apps will be listed). <ref>When selecting/changing the ''Connect App'', the ''Connect Admin Service'' will change accordingly.</ref>

;Connect Admin Service
:Select the '''mandatory''' ''Connect Admin Service'' (all available Connect-Apps will be listed which have the 'admin-service'-mode) <ref>When selecting/changing the ''Connect Admin Service'', the ''Connect App'' will change accordingly (if empty: please add the ''admin-service''-mode to the selected Connect-App). </ref> This field may not be empty (if so: check/correct the modes of the 'Connect'-app).

;Config Templates
If Config Templates exist: these will be listed with a checkbox. The App Object will be assigned to the checked config templates.

;Administrators
If Config Templates exist: these will be listed with a checkbox. The App Object with ''''admin'-mode''' will be assigned to the checked config templates.

Reference16r1:Concept App Service Projects

2026-04-14T13:21:48Z

Elievens: /* Upgrade */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
===Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T13:20:59Z

Elievens: /* Upgrade */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
== Prerequisites ==
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

== Upgrade ==
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

== Manual adjustments ==
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T13:20:10Z

Elievens: /* Upgrade */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
== Prerequisites ==
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

= Upgrade =
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

== Manual adjustments ==
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T13:19:53Z

Elievens: /* Upgrade */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
== Prerequisites ==
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

== Upgrade ==
=== Prerequisites ===
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

=== Upgrade ===
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

=== Manual adjustments ===
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

== Manual adjustments ==
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T13:19:24Z

Elievens: /* Upgrade */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =
== Prerequisites ==
The App Platform must have at least version 140029. So make sure the AP has been upgraded before trying to upgrade Projects, otherwise an upgrade of Projects will not be possible.==

== Upgrade ==
An upgrade of the Projects App can be done via an '''Update via the App Store''' or via an '''Update Job of the Devices App'''.

== Manual adjustments ==
* Add the admin-mode to the Projects App Object. This can be done manual via the Advanced UI of the PBX or easier via the Projects Plugin of the Settings App (open the Projects App Object + click OK).
* Add (if necesseary) a correct Timezone to the Application Platform. This can be done via the AP Manager (Settings/General/Timezone).

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T13:06:57Z

Elievens: /* Requirements */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 140029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:54:58Z

Elievens: /* Requirements */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least '''version 120029''' '''[new in V16r1]'''
* The Application Platform must have the '''correct time''' and a '''Timezone''' set '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:53:37Z

Elievens: /* Auto Cleanup or automatic Task Status Updates do not work */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the settings of the '''App Platform''' (AP Manager/Settings/General); the '''correct time''' together with a '''Timezone''' must be available.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:52:34Z

Elievens: /* Troubleshooting */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

== Auto Cleanup or automatic Task Status Updates do not work ==
Check the Setting of the '''App Platform''' (AP Manager/Settings/General) if the AP '''has the correct time and has a Timezone''' configured.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:49:44Z

Elievens: /* Troubleshooting */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

== Extra Admin Features are not available ==
Check if the Project App Object in the PBX does have an '''"admin"-mode''' and that the user does have the '''"projects~admin"-app''' selected.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:47:25Z

Elievens: /* Projects cannot be upgraded */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an '''App Platform of at least version 140029'''. 
See: [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#AP_Upgrade_to_Image_140029_or_newer|'Upgrade to Image 140029 or newer']] or [[Howto16r1:Firmware_Upgrade_V15r1_V16r1#Projects|'Manual Steps needed after upgarde -> Projects']].

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:39:02Z

Elievens: /* "App"-tab */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:38:51Z

Elievens: /* Requirements */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029 '''[new in V16r1]'''
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:37:24Z

Elievens: /* "App"-tab */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[new in V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:36:14Z

Elievens: /* Configuration */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Upgrade =

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:35:27Z

Elievens: /* Apps */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one well-configured PBX App Object needed is needed for the Projects-App. 
This App Object is best created/adjusted via that projects-plugin of the Settings App.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== "App"-tab ===
;Modes: admin ''(to allow an extra Admin-mode)'' '''[V16r1]'''
;WebSocket: needed ''(to allow Connect-postings)''
;Services: needed ''(to allow Connect-postings)''

=== "Apps"-tab ===
;connect: ticked ''(to allow Projects to maintain Projects zones in Connect)''
;connect~admin-service: ''ticked (to allow Projects to maintain Projects zones in Connect)''

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:26:58Z

Elievens: /* Requirements */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120029
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:26:12Z

Elievens: /* New V16r1 features */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

== New V16r1 features ==

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120004
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:25:54Z

Elievens: /* Overview */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= New V16r1 features =

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120004
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:25:22Z

Elievens: /* Troubleshooting */

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120004
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

== Projects cannot be upgraded ==
The V16r1-version of Projects requires an App Platform of at least version 140029.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:22:43Z

Elievens:

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120004
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:22:33Z

Elievens:

[[Category:Concept|Apps]]
[[Category:Concept App Service Projects]]


{{FIXME|reason=This product is in the beta phase and is not yet finished}}

= Overview =
The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks.
Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts.

= General Information =
== Projects items ==
Projects items consist of description, status and responsible person like project owner, sprint manager or task handler.

=== Areas ===
The highest level items on the hierarchical structure of projects. E.g. to combine all projects of a department.
 User access rights to the whole area including all lower level items are defined during area definition. Three access levels are provided: public, user group specific or private areas.
 User groups are defined in the PBX. Protected areas and all their lower level items are invisible for unauthorized users.
 Areas may be defined as zones in Connect.

=== Projects ===
A project consists of its description, status, the owner information and the area it belongs too. Projects may be filtered on area, project owner and/or attribute.
Projects typically contain several sprints and backlog entries.
Project tiles provides information about their sprints, backlog entries and tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.

=== Backlog ===
Container for any tasks and ideas to a project which are not in work yet. Backlog entries may be filtered on area, project, backlog entry handler and/or attribute.

=== Sprints ===

Sprints specify closed units of work which are subdivided typically in several tasks.
Sprint tiles provides information about their tasks and a progress bar estimated on the story points of closed tasks / the story points of all tasks.
A sprint consists of its description, status, the manager information and the project it belongs too. Sprints may be filtered on area, project, sprint manager and/or attribute.

=== Tasks ===

Tasks are small units of work which are mostly handled by one person.
A task consists of its description, status, the handler information and the sprint it belongs too. Tasks may be filtered on area, project, sprint, task handler and/or attribute.

== Other items and Projects users ==

=== Attributes ===
Attributes are free defined, area independent flags. They may be assigned to all item types except areas. Attributes may be used as filter criteria.

=== Templates ===
To define sprint and task templates for specific workflows.

=== Projects users ===
Users are added automatically to projects as soon as they are logged in the first time. Only registered users can be assigned to Projects items.

== Projects App UI concepts ==
The App Projects UI is subdivided into tabs that provide a structure that helps to organize projects, reflecting the Project Items: '''[[#Areas|Areas]]''', '''[[#Projects|Projects]]''', '''[[#Sprints|Sprints]] / [[#Backlog|Backlog]]''' and '''[[#Tasks|Tasks]]'''.

Other extra tabs provide additional functionalities: '''[[#Attributes|Attributes]]''', '''[[#Templates|Templates]]''' and '''[[#Users|Users]]'''.

The '''Home'''-tab gives a quick and useful overview of all Current tasks and pinned Users/Areas/Projects and Sprints.

Projects, Sprints and Tabs each consist of a board organising the '''Backlog''' or '''Planned''', '''Current''' and '''Closed''' items.

=== Filters ===
When selecting an item, it works as filter on lower level items. E.g. if an area is selected, only projects of that area are provided. All active filter definitions are shown in the corresponding tabs and may be removed there.

=== Item search ===
Item title / ID search is provided for projects, sprints, backlog entries and tasks in the corresponding tabs. The item search does not consider user filters.

== Synchronisation ==
Updates on Projects items are synchronized immediately.

== Using Projects App in combination with Connect App ==
When using Projects combined with Connect App new items defined in Projects or updates on items e.g. status changes are posted to Connect App. 
The Zone has to be defined in Projects area definition and is used in all lower level items of the area. 
Users are notified about item assignments and will be able to add comments / own posts on items. 
[[#Project cannot see the Connect-discussion|Checks when having issues]]

= Requirements =
* Connect App
* The Application Platform must be at least version 120004
* License “App(innovaphone-projects)xx” (order no. 02-00050-014). '''Free version available'''.

= License =
* This is a user licence. This licence is debited if the function is configured on a user in the PBX - regardless of use.
* The Projects app licence version must be greater than or equal to the PBX software version and app software version in use (see: Licence version).
* The private area is available for every user and can also be used without a licence (free version).
* The Connect app (installation without licences) is required to use all the functions of Projects.
* Only a user licence is required for the Projects app. Further licences such as the port licence are not required!

== Free version ==
An unlicensed user can also use Projects, but is restricted to their own area and can only use Projects to manage their own tasks. 
However, an unlicensed user cannot see any cross-departmental areas, projects, sprints or tasks.

= Configuration =
== Settings App/App Installer ==
# Install the Projects App on the App Platform via the 'Settings App/App Installer'-plugin:
#* Open the Settings App
#* Open the app installer plugin
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an App-Object via the Projects-plugin of the Settings App:
#* Close and Re-Open the Settings App
#* Open the Projects-plugin
#* Click on Add an app; Select 'Projects' and complete the form:
#** Name: ''Projects''
#** SIP: ''projects''
#** Connect App: select the correct Connect-App (default ''connect'')
#** Connect Admin App: should be updated automatically to the previous Connect App appended with ~admin-service (default ''connect~admin-service''). If nothing can be selected, see: [[#Projects-plugin_cannot_see_the_Connect_Admin_Service|Troubleshooting]].
#** (Optional) Assign the Projects-App to an existing Template
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)xx'-licenses to the authorized users (or try the free version)

== AP Manager/App Store ==
Installing the Project App via the 'Settings App/App Installer'-plugin is the preferred/easier method, but a complete manual install is also possible.
# Install the Projects App on the App Platform via the App Store:
#* Open the AP Manager
#* Open the App Store
#* Read and accept the Terms and Conditions of the App Installer (if not done yet)
#* Search ''projects''
#* Select the Projects-App
#* Select the correct version and click Install
#* Read and accept the Terms and Conditions of the Projects App and click Install
# Add an instance of the Projects App on the App Platform:
#* Close the App Store
#* Open the newly installed Projects App
#* Click on '+ Add' to add a new Projects Instances and complete the form:
#** Name: ''projects''
#** Domain: {System Name} (found under PBX/Config/General)
#** Password: {strong password}
#** Database password: {strong password}
# Select and Start the instance
# Create a PBX-object:
#* Via the Settings App Plugin (see above)
#* Via the PBX Advanced UI (see below for settings)
# Assign the Projects App to authorized users using a Config Template and/or directly on the User Object(s)
# Assign 'App(innovaphone-project)'-licenses to the authorized users (or try the free version)

== Apps ==
Only one PBX App object is used and needed.

Parameters of the PBX App object:
<pre>URL: https://<ap.domain.tld>/<domain.tld>/<instance-name>/innovaphone-projects</pre>

=== Under tab "App" ===
To allow posting to Connect App:
;WebSocket: needed
;Services: needed

=== Under tab "Apps" ===
To allow Projects to maintain Projects zones in Connect:
;connect: ticked
;connect~admin-service: ticked

= Troubleshooting =
== Projects-plugin cannot see the Connect Admin Service ==
* Check that the Connect App has an ''''admin-service''''-mode configured (modes-field can be found in the 'App'-tab of the object). See: https://wiki.innovaphone.com/index.php?title=Howto15r1:Firmware_Upgrade_V14r2_V15r1#Connect

== Project cannot see the Connect-discussion ==
Both the Project App and the User using the Project App must be checked for the necessary settings:

'''Project''' App object:
* Check that the Project App has ''''WebSocket'''' and ''''Services'''' ticked ('App'-tab).
* Check that the Project App has ''''connect'''' and ''''connect~admin-service'''' ticked ('Apps'-tab)
* Open the Project App/Areas + edit an Area. Check the 'Connect zone setup state':
** Green: connection OK
** Orange: connection not yet established
** Red: connection NOK

'''User''' Object using the Project App:
* Check if the User using Projects has ''''connect'''' ticked in the 'Apps'-tab (best deployed via a global Template; e.g. the default 'Config User').

== Area Not Connected (Orange/Red) ==
Check the previous Troubleshoot-item (''Project cannot see the Connect-discussion'') and edit the Area (via the Pencil-icon).
 
By editing the area the connection establishment will be restarted.

= Related Articles =
* [[Reference15r1:Apps/PbxManager/App Projects]]
* [[Reference15r1:Concept App Connect]]

Reference16r1:Concept App Service Projects

2026-04-14T12:21:48Z

Elievens: Created page with "Apps Category:Concept App Service Projects  = Overview = The App Service Projects provides useful functionality to manage projects. It is built-on an hierarchical structure of areas, projects, backlog, sprints and tasks. Projects uses the Connect Api to post messages automatically at specified events, e.g. task status updates, and integrates the Connect App window to allow user posts...."

Howto15r1:Firmware Upgrade V14r2 V15r1

2026-04-10T12:30:02Z

Elievens: /* Connect */

== Applies To ==
This information applies to:

* All 15r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 15r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for V15 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Here is how you upgrade a system from 14r2 to 15r1.

Before you begin, be sure that your whole installation is running the latest 14r2 service release. Create backups before you start and store them on an external location. 

=== AP Upgrade to Image 130006+ ===
* Please Upgrade as first your Application Platform to at least Image Version 130006. After that you can go ahead.
* Before you begin, be sure that your Upgrade as first your Application Platform to Image Version 130006. After that you can go ahead.. 

=== Upgrade Sequence ===
In systems of multiple units, it is important to update the tree from top to bottom. In other words, update the master unit first, and then the machines at the lower levels. If you're using a DevicesApp update job that updates the entire system at once, you don't need to do anything here.

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== App Platform on CF card (IPxx10) ===
Make sure that no App Platform is installed on a CF card, as this function is removed with the update.
Migrate the App Platform to a gateway with SSD or as a virtual machine before the update.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* '''myApps''': New UI design. In new installations users will see an intro video when logging in the first time.
* '''myApps iOS/Android''': You will find a new Version without the Major Version in the icon. Starting with V15, the client no longer needs to be replaced in the future.
* '''Phone App and Softphone App''': [[ReleaseNotes15r1:Firmware#192745 - Phone App and Softphone App: New UI design|New UI design]]
* '''Switchboard App''': See list of improvements in the [[Reference15r1:Concept App Service Queues#V15 Improvements|Concept App Service Queues Article]]
* '''Connect App''': New version with many new features. See list of improvements in the [[Reference15r1:Concept App Connect|connect article]].
* '''Chat App''': The chat app for persistent chat is now integrated in the connect app. More information in the [[Reference15r1:Concept App Connect#Chat|connect article]].
* '''Fax App settings plugin''': The admin can now set [[Reference15r1:Apps/PbxManager/App Fax#Default settings for mail notifications|default settings for mail notifications]] for the user specific/group fax app.
* '''Contacts App''': Contacts now has a new start screen, vCard Files can now be imported and exported, as well as there were made some User-Interface improvements. For more information, see [[Reference15r1:Concept App Service Contacts#15r1 Features|here]].
* '''Devices App''':OTA (Over the Air) Features for dect systems can now be [[Reference15r1:IP1202/IP1203 DECT System#OTA (Over the Air) Features|configured]].

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== myApps ===
* To configure an optional intro that is shown when user login the first time, see: [[Reference15r1:Concept_myApps#Onboarding]]

=== Techassist App ===
* You have to enable the API "PbxSignal" in the APP Objects "App" Tab

=== myApps iOS/Android ===
* You must install the new app without the major version in the icon. (Starting with V15, the client no longer needs to be replaced in future).
** iOS: https://apps.apple.com/us/app/innovaphone-myapps/id6739562892
** Android: https://play.google.com/store/apps/details?id=com.innovaphone.myapps

=== IPVA VMWare Fault Tolerance ===
* With 15r1 you can use again the VMWare Fault Tolerance Feature. If you want to re-enable this feature you have to [[Howto15r1:Implement PBX with zero downtime using IPVA and VMWare Fault Tolerance|setup a new IPVA-SCSI]] and export/import your configuration to the new machine.

=== Working App ===

* With 15r1, it is necessary to specify the master PBX in the Settings plugin under "Configuration"

=== Connect ===

* You need to enable "impersonation" at all Connect app objects in order to make chat work correctly. Otherwise, chat messages will not be received from the target user.
* A new mode "admin-service" needs to be added in order to allow other apps (like Projects) to create posts in connect.

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

=== Projects App ===
* Concept Article: [[Reference15r1:Concept App Service Projects|Concept App Service Projects]]

=== Virtual Background App ===
* Concept Article: [[Reference15r1:Concept Virtual Background App|Concept Virtual Background App]]

=== Remote Control Client msi application for external participants ===
* Concept Article [[Reference15r1:Concept App Remote Control|Concept App Remote Control]]

=== Assistant App ===
* Concept Article [[Reference15r1:Concept App Service myApps Assistant#Assistant App|Concept Assistant App]]

‎<onlyinclude>

== Good2Know ==

=== PBXManager ===
“PBX Manager” is now called “Settings”

=== Exchange Online calendar integration — Calendar App / Connector for Microsoft 365 ===
In the past, Microsoft has announced the end of support for Exchange Online EWS support in 2026:

https://techcommunity.microsoft.com/blog/exchange/retirement-of-exchange-web-services-in-exchange-online/3924440

Since the Calendar App uses EWS to synchronize calendar events from Exchange Online to the PBX, this feature will stop working from then on.

Microsoft suggests switching to the Graph API for this functionality and since we already have an app that works with the Graph API, we have extended the feature set of the Connector for Microsoft 365.

In addition to the initial functionality of synchronizing line states and presences bi-directionally between the Azure Portal (Teams) and the PBX, the Connector for Microsoft 365 can now also retrieve calendar events and integrate them into the PBX.

The Connector for Microsoft 365 requires a valid licence for each user.

The Exchange Online functionality of the Calendar App will no longer be enhanced or improved, but the current functionality will be included for as long as Microsoft continues to support EWS for Exchange Online.

The on-premise functionality is not affected by this and will remain in the Calendar App.

''As both apps integrate Exchange Online calendar events in the same way, it is not recommended or supported to use both calendar integrations at the same time.''

''However, you can use the Connector for Microsoft 365 for presence and line state synchronization and the Calendar App for calendar event integration.''

=== Federation ===
Beginning with 15r1 the certificate or CA of the certificate of the client device '''must''' be in the trust list of the RP/gateway or else, federation doesn't work anymore.

=== Devices App: Evaluation of PBX User Rights ===
When a PBX user with [[Reference9:PBX/Objects/Edit Rights|administrative rights]] accesses the Devices App, their PBX rights are enforced. As a result, only the PBX-related pages permitted by the user's rights can be modified.
However, PBX rights do not apply to other modules (e.g. IP configuration). This means that users retain full administrative access to non-PBX-related functions within the Devices App, regardless of their PBX rights.
Additionally, in the syslog the administrative changes now also contain a user ID and the remote IP address if the Devices App is used.
‎</onlyinclude>

== Removed ==
The following software is no longer included.

* running an App Platform on the CF card of an IPxx10 gateway (Removed, migrate to a gateway with an SSD or a Virtual Machine to run the App Platform)
* Audio codec software transcoding to G.729 removed on: IP11x, IP10x, myApps, DECT-Radios. Only the conversion to G.729 has been removed, not the playback of already converted g.729 audio files such as an MOH or voicemail announcements. These can still be played.

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support. 
See: [[Howto14r2:Firmware_Upgrade_V14r1_V14r2#Deprecated]] 
We strongly recommend migrating to our successor products.

* iQM (innovaphone Queue Monitor) - Migrate to the [[Howto:Queueboard - MediaRunway - Partner App|Queueboard App]]. For existing innovaphone QueueMonitor licences, the corresponding MediaRunway Queueboard licences can be downloaded via portal.innovaphone.

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

===App Platform doesn't boot after Upgrade===
If you didn't upgrade the AP Image before upgrading the apps like describe [[#AP Upgrade to Image 130006|here]] and the AP isn't reachable via http(s), but still via ssh, please follow these [[Reference14r2:Concept App Platform#It still doesn't start|instructions]] to get the AP work correct again.

===Downgrade of Devices App from 15r1 to 14r2===
The database schema for update jobs in the Devices App has changed between versions 14r2 and 15r1. If you need to downgrade from 15r1 back to 14r2, you must delete all 15r1 update jobs before.

Failing to do so will cause the 14r2 Devices App to crash on startup. In that case, you will need to restore a 14r2 backup of the Devices App.

===After update endpoint no longer registers to the PBX ===
An incoming registration to a PBX is incorrectly identified as coming from/over the reverse proxy when the certificate sent by the registering endpoint matches a certificate mentioned in the reverse proxy addresses of the PBX, regardless of the IP address associated with this certificate in the 'PBX/Config/General/Reverse Proxy Addresses' list. The registration then is rejected, if the device at the PBX-object has no ''Reverse Proxy'' Flag.

For example, this often occurs with slave/standby PBXs if a wildcard certificate is used for registration and this wildcard certificate is also mentioned in the 'PBX/Config/General/Reverse Proxy Addresses' list. 

'''Solution 1''': Remove the wildcard-certificate from the Reverse Proxy-list '''or''' 
'''Solution 2''': Configure a strong password on the PBX-object and change the endpoint registration from 'H323/TLS' to 'H323/TCP' (and so with password)
'''or''' 
'''Solution 3''': Activate the ''Reverse Proxy'' Flag at the PBX-object

== Resources Considerations ==
New firmware always has more features which in turn requires more resources. Growing firmware will thus consume both more flash and RAM for sure. A given system configuration will run flawlessly after a firmware largely only if there is still enough memory left after boot.

Standard configurations which are according the specs will run on all supported hardware. However, unusual configurations may not. It is a good idea to examine both flash and RAM memory left on high load situations in your existing configuration to see if there is enough resources left for an upgrade. Please find details in Reference:Device Health Check.

=== RAM ===
As a rough rule of thumb, a 15r1 release will consume the same amount of RAM compared to a v14r2 firmware.

=== Flash Memory ===
As a rough rule of thumb, a v15r1 release will consume ~ 64KB flash memory compared to a v14r2 firmware.
New firmware comes with new code for new features which consumes more flash memory for the firmware image. For this reason, devices may run out of flash memory during upgrade to v15r1. Here is the recommended procedure for upgrade on such devices:

* save entire configuration
* reset to factory defaults
* load saved configuration (this will reorganize the flash memory usage)
* upgrade to new firmware

When there is still not enough flash memory available to store the new firmware (Web GUI ends up in a ''Firmwareupdate failed:no space'' / Update client end in a ''Error 0x00130001 Major FLASHMAN0 no space'' event) please open a support case with your current configuration file.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto14r2:Firmware_Upgrade_V14r1_V14r2]]
* [[Howto16r1:Firmware_Upgrade_V15r1_V16r1]]
[[Category:Howto|{{PAGENAME}}]]

Howto16r1:Firmware Upgrade V15r1 V16r1

2026-04-10T08:49:56Z

Elievens: /* Project */

== Applies To ==
This information applies to:

* All 16r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 16r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for v16 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Before you begin, be sure that your whole installation is running the latest 15r1 service release. Create backups before you start and store them on an external location 

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== New TLS Profile ===
Please note that we have changed our TLS profiles ([[Reference16r1:IP4/General/TLS]]). The new ''Normal'' setting, which is the default value, now only allows TLS 1.3 and TLS 1.2.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* ''Nothing''

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== Connector for Microsoft 365 ===
If you plan to use the new '''Contact Search''' feature of the Connector for Microsoft 365, you need to perform two manual Steps:
# Create the '''microsoft365-api''' app object by using the Settings template
# Assign the '''microsoft365-api''' app object to every user who should be able to use the new Contact Search feature. (Of cause, you can use a template for that)
 
For a more detailed guide, please refer to the how-to article: [[Howto16r1:Configure Contact Search by Connector for Microsoft365#Creating the PBX app object using the PBX Manager Plugin]]

=== Remote Control ===
In order to use the Admin Configuration Panel of the Settings App – AP Remote Control, it is necessary to grant access to the '''admin''' API, available in the App tab of the Remote Control App object.

=== Working ===
For badge counts to work, the Working Manager app object must have '''Websocket''' and '''PbxSignal''' enabled.
For the Connect integration of the Working app, '''Websocket''', '''Services''' and '''connect'''(in the Apps tab) must be enabled in the Working User app.

=== Switchboard ===
For the Connect Integration (Call Notes) to work, the Switchboard App must have the '''Services''' (App-tab) and '''connect''' or '''messages''' (Apps-tab) enabled (the name depends when the PBX was installed).

=== Project ===
* Projects requires '''App platform version 140003''' or higher, so updating the App Platform before Projects is recommended. The Store will prohibit the update if the App Plattform does not have the minimum required version.
* For some extra admin-functionalities the '''Projects App Object needs to have an admin mode''' (App-tab). Easiest way to set this new mode is to the open the Projects App via the Projects Plugin Settings App and to re-apply it (click the OK-button). The same plugin can also be used to distribute this mode via the Config Templates.
* The '''App Platform requires the correct Time and a Timezone''' set under AP Manager/Settings/General. This is needed for some automatic cleanup of deleted items and automatic task status updates (done around 00:00h on the due date).

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

* App Polls: [[Reference16r1:Concept App Polls]]
* App Service Conference Transcriptions [[Reference16r1:Concept_App_Service_myApps_Assistant]]
* App Service Connector for Whatsapp: [[Reference16r1:Concept_App_Service_Connector_for_Whatsapp]]
* App Conference Scaler: [[Reference16r1:Concept_Conference_Scaler_App]]
* App Service IP: [[Reference16r1:Concept App Service IP]]

== Removed ==
The following software is no longer included.

* IP110A (can still be used with 15r1 firmware on current PBX versions)
* IP240A (can still be used with 15r1 firmware on current PBX versions)
* CA on CF card feature

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support.

* ''Nothing''

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto15r1:Firmware_Upgrade_V14r2_V15r1]]
[[Category:Howto|{{PAGENAME}}]]

Howto16r1:Firmware Upgrade V15r1 V16r1

2026-04-10T08:47:36Z

Elievens: /* Manual steps needed after upgrade */

== Applies To ==
This information applies to:

* All 16r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 16r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for v16 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Before you begin, be sure that your whole installation is running the latest 15r1 service release. Create backups before you start and store them on an external location 

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== New TLS Profile ===
Please note that we have changed our TLS profiles ([[Reference16r1:IP4/General/TLS]]). The new ''Normal'' setting, which is the default value, now only allows TLS 1.3 and TLS 1.2.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* ''Nothing''

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== Connector for Microsoft 365 ===
If you plan to use the new '''Contact Search''' feature of the Connector for Microsoft 365, you need to perform two manual Steps:
# Create the '''microsoft365-api''' app object by using the Settings template
# Assign the '''microsoft365-api''' app object to every user who should be able to use the new Contact Search feature. (Of cause, you can use a template for that)
 
For a more detailed guide, please refer to the how-to article: [[Howto16r1:Configure Contact Search by Connector for Microsoft365#Creating the PBX app object using the PBX Manager Plugin]]

=== Remote Control ===
In order to use the Admin Configuration Panel of the Settings App – AP Remote Control, it is necessary to grant access to the '''admin''' API, available in the App tab of the Remote Control App object.

=== Working ===
For badge counts to work, the Working Manager app object must have '''Websocket''' and '''PbxSignal''' enabled.
For the Connect integration of the Working app, '''Websocket''', '''Services''' and '''connect'''(in the Apps tab) must be enabled in the Working User app.

=== Switchboard ===
For the Connect Integration (Call Notes) to work, the Switchboard App must have the '''Services''' (App-tab) and '''connect''' or '''messages''' (Apps-tab) enabled (the name depends when the PBX was installed).

=== Project ===
* '''Projects requires App platform version 140003''' or higher, so updating the App Platform before Projects is recommended. The Store will prohibit the update if the App Plattform does not have the minimum required version.
* For some extra admin-functionalities '''the Projects App Object needs to have an admin mode''' (App-tab). Easiest way to set this new mode is to the open the Projects App via the Projects Plugin Settings App and to re-apply it (click the OK-button). The same plugin can also be used to distribute this mode via the Config Templates.
* The '''App Platform requires the correct Time and a Timezone''' set under AP Manager/Settings/General. This is needed for some automatic cleanup of deleted items and automatic task status updates (done around 00:00h on the due date).

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

* App Polls: [[Reference16r1:Concept App Polls]]
* App Service Conference Transcriptions [[Reference16r1:Concept_App_Service_myApps_Assistant]]
* App Service Connector for Whatsapp: [[Reference16r1:Concept_App_Service_Connector_for_Whatsapp]]
* App Conference Scaler: [[Reference16r1:Concept_Conference_Scaler_App]]
* App Service IP: [[Reference16r1:Concept App Service IP]]

== Removed ==
The following software is no longer included.

* IP110A (can still be used with 15r1 firmware on current PBX versions)
* IP240A (can still be used with 15r1 firmware on current PBX versions)
* CA on CF card feature

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support.

* ''Nothing''

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto15r1:Firmware_Upgrade_V14r2_V15r1]]
[[Category:Howto|{{PAGENAME}}]]

Howto16r1:Firmware Upgrade V15r1 V16r1

2026-04-09T15:53:44Z

Elievens: /* Project */

== Applies To ==
This information applies to:

* All 16r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 16r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for v16 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Before you begin, be sure that your whole installation is running the latest 15r1 service release. Create backups before you start and store them on an external location 

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== New TLS Profile ===
Please note that we have changed our TLS profiles ([[Reference16r1:IP4/General/TLS]]). The new ''Normal'' setting, which is the default value, now only allows TLS 1.3 and TLS 1.2.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* ''Nothing''

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== Connector for Microsoft 365 ===
If you plan to use the new '''Contact Search''' feature of the Connector for Microsoft 365, you need to perform two manual Steps:
# Create the '''microsoft365-api''' app object by using the Settings template
# Assign the '''microsoft365-api''' app object to every user who should be able to use the new Contact Search feature. (Of cause, you can use a template for that)
 
For a more detailed guide, please refer to the how-to article: [[Howto16r1:Configure Contact Search by Connector for Microsoft365#Creating the PBX app object using the PBX Manager Plugin]]

=== Remote Control ===
In order to use the Admin Configuration Panel of the Settings App – AP Remote Control, it is necessary to grant access to the '''admin''' API, available in the App tab of the Remote Control App object.

=== Working ===
For badge counts to work, the Working Manager app object must have '''Websocket''' and '''PbxSignal''' enabled.
For the Connect integration of the Working app, '''Websocket''', '''Services''' and '''connect'''(in the Apps tab) must be enabled in the Working User app.

=== Switchboard ===
For the Connect Integration (Call Notes) to work, the Switchboard App must have the '''Services''' (App-tab) and '''connect''' or '''messages''' (Apps-tab) enabled (the name depends when the PBX was installed).

=== Project ===
* For some extra admin-functionalities, the Project App must have the '''admin''' mode configured (App-tab). Easiest way to set this new mode is to the open the Projects App via the Projects Plugin Settings App and to re-apply it (click the OK-button). The same plugin can also be used to distribute this mode via the Config Templates.
* The '''App Platform''' must have the '''correct time''' and a '''Timezone''' set under AP Manager/Settings/General. This is needed for some automatic cleanup of deleted items and automatic task status updates (done around 00:00h on the due date).

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

* App Polls: [[Reference16r1:Concept App Polls]]
* App Service Conference Transcriptions [[Reference16r1:Concept_App_Service_myApps_Assistant]]
* App Service Connector for Whatsapp: [[Reference16r1:Concept_App_Service_Connector_for_Whatsapp]]
* App Conference Scaler: [[Reference16r1:Concept_Conference_Scaler_App]]
* App Service IP: [[Reference16r1:Concept App Service IP]]

== Removed ==
The following software is no longer included.

* IP110A (can still be used with 15r1 firmware on current PBX versions)
* IP240A (can still be used with 15r1 firmware on current PBX versions)
* CA on CF card feature

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support.

* ''Nothing''

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto15r1:Firmware_Upgrade_V14r2_V15r1]]
[[Category:Howto|{{PAGENAME}}]]

Howto16r1:Firmware Upgrade V15r1 V16r1

2026-04-09T15:52:47Z

Elievens: /* Manual steps needed after upgrade */

== Applies To ==
This information applies to:

* All 16r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 16r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for v16 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Before you begin, be sure that your whole installation is running the latest 15r1 service release. Create backups before you start and store them on an external location 

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== New TLS Profile ===
Please note that we have changed our TLS profiles ([[Reference16r1:IP4/General/TLS]]). The new ''Normal'' setting, which is the default value, now only allows TLS 1.3 and TLS 1.2.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* ''Nothing''

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== Connector for Microsoft 365 ===
If you plan to use the new '''Contact Search''' feature of the Connector for Microsoft 365, you need to perform two manual Steps:
# Create the '''microsoft365-api''' app object by using the Settings template
# Assign the '''microsoft365-api''' app object to every user who should be able to use the new Contact Search feature. (Of cause, you can use a template for that)
 
For a more detailed guide, please refer to the how-to article: [[Howto16r1:Configure Contact Search by Connector for Microsoft365#Creating the PBX app object using the PBX Manager Plugin]]

=== Remote Control ===
In order to use the Admin Configuration Panel of the Settings App – AP Remote Control, it is necessary to grant access to the '''admin''' API, available in the App tab of the Remote Control App object.

=== Working ===
For badge counts to work, the Working Manager app object must have '''Websocket''' and '''PbxSignal''' enabled.
For the Connect integration of the Working app, '''Websocket''', '''Services''' and '''connect'''(in the Apps tab) must be enabled in the Working User app.

=== Switchboard ===
For the Connect Integration (Call Notes) to work, the Switchboard App must have the '''Services''' (App-tab) and '''connect''' or '''messages''' (Apps-tab) enabled (the name depends when the PBX was installed).

=== Project ===
* For some extra admin-functionalities, the Project App must have the '''admin''' mode configured (App-tab). Easiest way to set this new mode is to the open the Projects App via the Projects Plugin Settings App and to re-apply it (click the OK-button). The same plugin can also be used to distribute this mode via the Config Templates.
* The App Platform must have the '''correct time''' and a '''Timezone''' set under AP Manager/Settings/General.
This is needed for some automatic cleanup of deleted items and automatic task status updates (done around 00:00h on the due date).

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

* App Polls: [[Reference16r1:Concept App Polls]]
* App Service Conference Transcriptions [[Reference16r1:Concept_App_Service_myApps_Assistant]]
* App Service Connector for Whatsapp: [[Reference16r1:Concept_App_Service_Connector_for_Whatsapp]]
* App Conference Scaler: [[Reference16r1:Concept_Conference_Scaler_App]]
* App Service IP: [[Reference16r1:Concept App Service IP]]

== Removed ==
The following software is no longer included.

* IP110A (can still be used with 15r1 firmware on current PBX versions)
* IP240A (can still be used with 15r1 firmware on current PBX versions)
* CA on CF card feature

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support.

* ''Nothing''

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto15r1:Firmware_Upgrade_V14r2_V15r1]]
[[Category:Howto|{{PAGENAME}}]]

Howto16r1:Firmware Upgrade V15r1 V16r1

2026-04-09T15:44:41Z

Elievens: /* Project */

== Applies To ==
This information applies to:

* All 16r1 capable innovaphone devices
: For a general overview of the upgrade process and a list of supported devices with 16r1, see [[Howto:Firmware Upgrade]]
== Licenses ==
In case of cloud or rental model, don't worry about licenses.

If the system is licensed on premise, you'll need to regenerate the license file for v16 in https://portal.innovaphone.com/ and load into the system before upgrade (The system needs to have the SSC up to date).

== Migration Policy ==
Before you begin, be sure that your whole installation is running the latest 15r1 service release. Create backups before you start and store them on an external location 

=== TechAssist Upgrade Helper ===
* Before you start, make sure that all TechAssist tests (you will receive the required tests in the last update in the previous major version) labelled <code>Pre Upgrade: xy</code> are positive, if available
* When you are finished, make sure that all TechAssist tests (you will receive new tests with the upgrade) are positive

=== New TLS Profile ===
Please note that we have changed our TLS profiles ([[Reference16r1:IP4/General/TLS]]). The new ''Normal'' setting, which is the default value, now only allows TLS 1.3 and TLS 1.2.

== Changes visible to the end customers ==
Listed here are changes that should be communicated by resellers to end users prior to a upgrade, as the change will be visible/audible in the behaviour of the application/device.

* ''Nothing''

== Manual steps needed after upgrade ==
If the installer is not used for a new installation, some new default settings are not set. Please evaluate per app whether you want to configure the new default settings manually.

=== Connector for Microsoft 365 ===
If you plan to use the new '''Contact Search''' feature of the Connector for Microsoft 365, you need to perform two manual Steps:
# Create the '''microsoft365-api''' app object by using the Settings template
# Assign the '''microsoft365-api''' app object to every user who should be able to use the new Contact Search feature. (Of cause, you can use a template for that)
 
For a more detailed guide, please refer to the how-to article: [[Howto16r1:Configure Contact Search by Connector for Microsoft365#Creating the PBX app object using the PBX Manager Plugin]]

=== Remote Control ===
In order to use the Admin Configuration Panel of the Settings App – AP Remote Control, it is necessary to grant access to the '''admin''' API, available in the App tab of the Remote Control App object.

=== Working ===
For badge counts to work, the Working Manager app object must have '''Websocket''' and '''PbxSignal''' enabled.
For the Connect integration of the Working app, '''Websocket''', '''Services''' and '''connect'''(in the Apps tab) must be enabled in the Working User app.

=== Switchboard ===
For the Connect Integration (Call Notes) to work, the Switchboard App must have the '''Services''' (App-tab) and '''connect''' or '''messages''' (Apps-tab) enabled (the name depends when the PBX was installed).

=== Project ===
* For some extra admin-functionalities, the Project App must have the '''admin''' mode configured (App-tab). Easiest way to set this new mode is to the open the Projects App via the Projects Plugin Settings App and to re-apply it (click the OK-button). The same plugin can also be used to distribute this mode via the Config Templates.

== New Apps ==
New Apps will not be installed automatically by the upgrade. The installation description of new apps is usually in the concept article. Please rate per app whether you want to install/use the new app and configure it manually.

* App Polls: [[Reference16r1:Concept App Polls]]
* App Service Conference Transcriptions [[Reference16r1:Concept_App_Service_myApps_Assistant]]
* App Service Connector for Whatsapp: [[Reference16r1:Concept_App_Service_Connector_for_Whatsapp]]
* App Conference Scaler: [[Reference16r1:Concept_Conference_Scaler_App]]
* App Service IP: [[Reference16r1:Concept App Service IP]]

== Removed ==
The following software is no longer included.

* IP110A (can still be used with 15r1 firmware on current PBX versions)
* IP240A (can still be used with 15r1 firmware on current PBX versions)
* CA on CF card feature

== Deprecated ==
The following software is based on legacy technology, with no further development and limited maintenance and support.

* ''Nothing''

== Previously deprecated and now no longer supported ==
The following software is based on legacy technology, with no further development and no more maintenance and support.

* ''Nothing''

==Known Problems==
===Long Update-duration===
When you update, it can be up to 10 minutes before you have access to your app platform again.

== Related Articles ==
*[[Howto:Firmware_Upgrade]]
* [[Howto15r1:Firmware_Upgrade_V14r2_V15r1]]
[[Category:Howto|{{PAGENAME}}]]