People Planner SSI and User Credentials

When you start the People Planner Windows Application, you are automatically logged in using your Windows credentials.

This mean that you do not need to do anything at all; if you are logged in to Windows, and you are added as a user in the People Planner database, you are automatically logged in without an extra login prompt.

If you use the Maconomy Workspace Client instead, and from there you access the embedded People Planner Web Components, you are logged in to People Planner via the Silent Sign In (SSI) functionality.

Instructions for setting up People Planner SSI are provided in both the Deltek People Planner Technical Installation Guide and in the Deltek People Planner Integrations Guide; thus, this information is not included here. The following information describes only how user credentials work under SSI.

User Credentials on the Maconomy Side

For SSI to work, the fields in the Network Username group for user setup must have values in Maconomy.

In addition, these values must be the same in the Users view in People Planner. This is usually achieved automatically by importing Master Data from Maconomy into People Planner, and you do not need to do anything more.

Warning: You should take care to ensure that there is not an .I file that modifies the credentials during the import from Maconomy. If the credentials in Maconomy and in People Planner are not the same, SSI will not work.

Maconomy 2.3 introduced User Roles. Exactly one of the roles can be marked as Use for People Planner, and the Network Username is moved to that role.

User Credentials on the People Planner Side

Normally you import users from Maconomy into People Planner as part of the import of Master Data. If this is the setup process that you perform, the fields in the Network Username group for user setup are imported as well, which takes care of setting up these values on the People Planner side.