> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation

> Install Nextedy SCHEDULER as a standard Polarion extension, verify the Setup and License administration pages, and create the demo project.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## What you will achieve

By the end of this tutorial you will have:

* The `com.nextedy.scheduler` plugin deployed on your Polarion server, with the configuration cache cleared and the server restarted
* The **Nextedy SCHEDULER** administration section available, with its **Setup** and **License** pages loading
* Optionally, the demo project template installed and a demo project created from it, so you have a working board to explore

## Prerequisites

* A running Polarion server on a version supported by Nextedy
* Administrator access to the Polarion web interface
* Access to the Polarion server filesystem, and the ability to stop and start the Polarion service
* The Scheduler distribution archive `nextedy_scheduler.zip`
* Optionally, a production licence file whose name ends in `-scheduler_lic.json`

<Note>
  You do not need a licence file to install Scheduler.
  With no production licence in place, the evaluation version can be used for 30 days, and a licence can be added afterwards.
</Note>

## Deploy the extension

Scheduler installs the same way as any other Polarion third-party extension: drop the plugin folder into the extensions directory, delete Polarion's configuration cache, and restart.

<Steps>
  <Step title="Stop the Polarion service">
    Stop Polarion before touching the extensions directory.

    <CodeGroup>
      ```bash Linux theme={null}
      sudo systemctl stop polarion
      ```

      ```powershell Windows theme={null}
      net stop polarion
      ```
    </CodeGroup>
  </Step>

  <Step title="Unpack the distribution archive">
    Unzip `nextedy_scheduler.zip`.
    It contains a single folder named `com.nextedy.scheduler`.
  </Step>

  <Step title="Copy the plugin folder into the extensions directory">
    Copy the whole `com.nextedy.scheduler` folder into your Polarion extensions directory:

    ```text theme={null}
    [POLARION_INSTALL]/polarion/extensions/
    ```

    Replace `[POLARION_INSTALL]` with your Polarion installation path — for example `/opt/polarion` on Linux or `C:\Polarion` on Windows.

    <Warning>
      **Do not rename the folder.**
      Polarion locates the extension by the folder name `com.nextedy.scheduler`; a renamed folder is not loaded.
    </Warning>
  </Step>

  <Step title="Place the licence file">
    If you already have a production licence, copy the `*-scheduler_lic.json` file into the Polarion licence directory:

    ```text theme={null}
    [POLARION_INSTALL]/polarion/license
    ```

    Skip this step to run the 30-day evaluation instead.
  </Step>

  <Step title="Delete the configuration cache">
    Delete the whole `.config` directory — the directory itself, not just its contents:

    ```text theme={null}
    [POLARION_INSTALL]/data/workspace/.config
    ```

    Polarion recreates it during the next startup, which is what makes it discover the new plugin and its web application.

    <Warning>
      **Do not skip this step.**
      It is required for a fresh installation and for every update to a newer version, and skipping it is the usual reason Scheduler shows an error instead of loading.
    </Warning>
  </Step>

  <Step title="Start the Polarion service">
    Start Polarion again and wait for it to come up completely, which can take several minutes depending on the server and the number of installed extensions.

    <CodeGroup>
      ```bash Linux theme={null}
      sudo systemctl start polarion
      ```

      ```powershell Windows theme={null}
      net start polarion
      ```
    </CodeGroup>
  </Step>
</Steps>

## Verify the installation

<Steps>
  <Step title="Open the Setup page">
    Log in as an administrator and open **Administration → Nextedy SCHEDULER → Setup**.

    The page is headed **Nextedy SCHEDULER Setup** and opens with the message **The Nextedy SCHEDULER add-on is installed successfully**, followed by **Plugin Version** and the build number of the plugin that is running.
    Seeing that banner confirms both that the plugin loaded and that the configuration cache was rebuilt on startup.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-administration-setup.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=3c3822c494fcc1751e94cc6543d9090f" alt="The Nextedy SCHEDULER Setup administration page showing the banner The Nextedy SCHEDULER add-on is installed successfully, a Plugin Version build number below it, and a Check for updates button" width="1500" height="305" data-path="scheduler/assets/images/scheduler-administration-setup.png" />
    </Frame>

    <Tip>
      If the **Nextedy SCHEDULER** section is missing from Administration, or the Setup page loads without content, the `.config` directory was not fully removed.
      Stop Polarion, delete `[POLARION_INSTALL]/data/workspace/.config` again, and start it back up.
    </Tip>
  </Step>

  <Step title="Check whether a newer version is available">
    Select **Check for updates**.
    The page replaces the button with **Currently Available Version** and the version it retrieved, next to an **Open Download Page** button that takes you to the Scheduler download page.

    Compare that number with the **Plugin Version** shown in the banner above it.
    To update, download the newer archive and repeat the deployment steps — including deleting `[POLARION_INSTALL]/data/workspace/.config`.
  </Step>

  <Step title="Check the licence status">
    Open **Administration → Nextedy SCHEDULER → License**.

    The page is headed **Nextedy SCHEDULER License** and shows a status banner followed by the licence details — type, expiry date, licensee, and the number of named users — with the signature field hidden.
    If no production licence is installed, the page reports that none was found and notes that the evaluation version can be used for 30 days.

    For a walkthrough of both administration pages, see [Administration Pages](/scheduler/reference/administration-pages).
  </Step>
</Steps>

## Install the demo project

The Setup page can provision a complete demo project with sample Scheduler reports.
This is the fastest way to see a configured board, and it is optional — Scheduler works with any existing project.

<Steps>
  <Step title="Install the demo project template">
    On the Setup page, go to **Or Install Demo Project Environment** and find the **Demo Project Template** section.

    Select **Install Demo Template**.
    The action uploads the template to `.polarion/projects/templates/scheduler_template` in your Polarion repository and may take a few minutes.
    When it finishes, the page confirms that the demo project template was successfully installed.

    <Note>
      Once a template is present, the button reads **Update Demo Template** instead, and the section notes that the action re-installs the project template.
      Use it after updating the plugin to refresh the template.
    </Note>
  </Step>

  <Step title="Create the demo project">
    With the template installed, the **Create Demo Project** section becomes active. Follow its five steps:

    1. Start the action **Create New Project**.
    2. On the second page, select the template **Nextedy SCHEDULER Demo**.
    3. Finish the procedure.
    4. Open the new project home page.
    5. In the left navigator, select **Scheduler**.

    The **Scheduler** entry opens a page that already hosts a configured Scheduler widget, filled with the template's sample work items.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-administration-demo-project.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=1ae59e2450fa8bb4d10b514fe980d8d3" alt="The Or Install Demo Project Environment part of the Setup page, with a Demo Project Template section reporting that the template is already installed alongside an Update Demo Template button, and a Create Demo Project section listing the five numbered steps ending in selecting Scheduler in the left navigator" width="1400" height="718" data-path="scheduler/assets/images/scheduler-administration-demo-project.png" />
    </Frame>
  </Step>

  <Step title="Read the board">
    Take a moment to confirm the board is alive: the footer reports **Items loaded** and **Scheduled** counts plus the **Timeline range** currently drawn, and the **Unplanned** sidebar lists the matching work items that have no dates yet.

    Continue with [Your First Board](/scheduler/getting-started/first-board) to work through what each part of the board means.
  </Step>
</Steps>

## Setting up Scheduler in an existing project

Nothing on the Setup page is required to use Scheduler in a project you already have — the **Setup Scheduler in Existing Projects** section on that page does not yet carry instructions.

To add a board to an existing project, place the **Scheduler** widget on a Polarion page in that project and point it at a work-item query.
[Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget) covers the whole procedure, and [Widget Parameters](/scheduler/reference/widget-parameters) lists every parameter with its default.

## Getting help from the Setup page

The Setup page ends with a **Need Help?** row of three cards, each opening a Nextedy resource in a new tab:

| Card                  | Button             | What it opens                                                                     |
| --------------------- | ------------------ | --------------------------------------------------------------------------------- |
| Documentation         | **Open Help**      | The Scheduler documentation                                                       |
| Support Tickets       | **Ask a Question** | The Nextedy support portal, where you can create a ticket or review existing ones |
| Tips for Enhancements | **Share feedback** | The feedback page for voting on, discussing, and sharing product ideas            |

The Support Tickets card also names `support@nextedy.com` as an alternative to the portal.

## Troubleshooting

| Symptom                                                 | What to do                                                                                                                                                                                                   |
| ------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Nextedy SCHEDULER** does not appear in Administration | Confirm that `com.nextedy.scheduler` is present under `[POLARION_INSTALL]/polarion/extensions/` and was not renamed, then delete `[POLARION_INSTALL]/data/workspace/.config` and restart Polarion            |
| The Setup or License page loads but shows no content    | The configuration cache was not fully deleted. Stop Polarion, delete the entire `.config` directory, and start Polarion again                                                                                |
| The board shows an error instead of loading             | Same cause in most cases: stop Polarion, delete `[POLARION_INSTALL]/data/workspace/.config`, and restart. If the error persists, open a support ticket at [support.nextedy.com](https://support.nextedy.com) |
| The **Create Demo Project** section is inactive         | The demo project template is not installed yet. Run **Install Demo Template** first                                                                                                                          |

## Post-installation checklist

| Item                              | How to verify                                                                                                            |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Plugin deployed                   | `com.nextedy.scheduler` present in `[POLARION_INSTALL]/polarion/extensions/`                                             |
| Configuration cache cleared       | `[POLARION_INSTALL]/data/workspace/.config` was deleted and has reappeared after the restart                             |
| Extension loaded                  | **Administration → Nextedy SCHEDULER → Setup** shows the install-success message and a **Plugin Version**                |
| Licence status known              | **Administration → Nextedy SCHEDULER → License** shows a status banner and licence details                               |
| Demo project available (optional) | A project created from the **Nextedy SCHEDULER Demo** template opens a board from the left navigator entry **Scheduler** |

## Next steps

* [Your First Board](/scheduler/getting-started/first-board) — read the board and its footer, sidebar, and toolbar
* [Schedule Your First Task](/scheduler/getting-started/schedule-your-first-task) — drag a work item onto the timeline and move it
* [Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget) — put a board into a project of your own
* [Administration Pages](/scheduler/reference/administration-pages) — the Setup and License pages in detail

<LastReviewed date="2026-08-05" />