> ## 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.

# Administration Pages

> The two Nextedy SCHEDULER administration pages -- Setup and License -- with every section, button and message they show, and what each one tells you.

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>;
};

Scheduler adds one administration section of its own to Polarion, containing two pages:

| Page        | What it is for                                                                                                              |
| ----------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Setup**   | Confirm the plugin loaded, read its version, check whether a newer version exists, and install the demo project environment |
| **License** | Read the licence status, the licence details, and where to go about licensing questions                                     |

Open them from **Administration → Nextedy SCHEDULER**, then select **Setup** or **License**.
Both pages need Polarion administrator access.

<Tip>
  The **Setup** page is also one click away from the board itself: the settings gear in the board's footer, next to the version number, opens it in a new browser tab.
</Tip>

## Setup

The page is headed **Nextedy SCHEDULER Setup** and is read top to bottom in five parts: the install banner, the update check, a section about existing projects, the demo project environment, and the help cards.

### The install banner and plugin version

The page opens with an information banner reading **The Nextedy SCHEDULER add-on is installed successfully**, followed by **Plugin Version** and the build number of the plugin currently running.

That banner is the single quickest installation check available: it renders only when Polarion has loaded the plugin's web application, so seeing it confirms both that the extension is deployed and that the configuration cache was rebuilt on the last 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, reached through the breadcrumb Nextedy SCHEDULER then Setup, showing the install-success banner with a Plugin Version build number under it and a Check for updates button" width="1500" height="305" data-path="scheduler/assets/images/scheduler-administration-setup.png" />
</Frame>

<Note>
  If the **Nextedy SCHEDULER** section is missing from Administration altogether, or this page loads without content, the plugin was not picked up.
  See [Installation](/scheduler/getting-started/installation) for the deployment sequence, including the configuration-cache deletion that this most often comes down to.
</Note>

### Check for updates

Below the banner sits a **Check for updates** button.
Selecting it retrieves the latest published build number and replaces the button with:

| Element                         | What it shows                                              |
| ------------------------------- | ---------------------------------------------------------- |
| **Currently Available Version** | The build number of the newest published Scheduler release |
| **Open Download Page**          | Opens the Scheduler download page in a new browser tab     |

Compare **Currently Available Version** with the **Plugin Version** in the banner above it.
If they differ, download the newer archive and repeat the deployment procedure -- an update is the same sequence as a fresh install, and it includes deleting the configuration cache again.

<Note>
  The check reaches out to Nextedy over the internet.
  On a server with no outbound access the available version cannot be retrieved; compare **Plugin Version** against the download page from a machine that does have access.
</Note>

### Setup Scheduler in Existing Projects

A section headed **Setup Scheduler in Existing Projects** sits between the update check and the demo environment.
It does not yet carry instructions.

Nothing on this page is required to use Scheduler in a project you already have.
A board is created by placing the **Scheduler** widget on a Polarion page in that project and pointing it at a work-item query:

* [Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget) -- the full procedure
* [Widget Parameters](/scheduler/reference/widget-parameters) -- every parameter with its out-of-the-box value

### Demo Project Template

The next section, **Or Install Demo Project Environment**, provisions a ready-made project with sample Scheduler pages.
It is optional, and it exists to give you a configured board to look at without building one first.

Its first part, **Demo Project Template**, installs the template itself into your Polarion repository:

| State                           | What the section says                                                                              | What the button reads     |
| ------------------------------- | -------------------------------------------------------------------------------------------------- | ------------------------- |
| No template installed yet       | The action installs a new project template by uploading it to a folder in your Polarion repository | **Install Demo Template** |
| A template is already installed | The project template is already installed, and the action re-installs it                           | **Update Demo Template**  |

The template is uploaded to:

```text theme={null}
.polarion/projects/templates/scheduler_template
```

The upload can take a few minutes; the page shows a loading state while it runs and then reports the outcome:

| Outcome | Message                                                                                        |
| ------- | ---------------------------------------------------------------------------------------------- |
| Success | The demo project template was successfully installed, and you can create your demo project now |
| Failure | The template could not be installed, followed by the reason reported by the server             |

<Tip>
  Run **Update Demo Template** after updating the plugin, so the template matches the version of Scheduler you are now running.
</Tip>

### Create Demo Project

The **Create Demo Project** section stays inactive until a template is installed.
Once it is active, it lists the five steps to follow -- they run in Polarion's own project-creation wizard, not on this page:

<Frame caption="**Or Install Demo Project Environment** on a server where the template is already installed, so the button reads **Update Demo Template** and **Create Demo Project** is active.">
  <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 section of the Setup page: a Demo Project Template block stating that the project template is already installed with an Update Demo Template button, followed by a Create Demo Project block listing five numbered steps beginning with Start the action Create New Project" width="1400" height="718" data-path="scheduler/assets/images/scheduler-administration-demo-project.png" />
</Frame>

<Steps>
  <Step title="Start Create New Project">
    Select the **Create New Project** action linked in the first step.
    Polarion's project-creation wizard opens.
  </Step>

  <Step title="Select the template">
    On the wizard's second page, select the template **Nextedy SCHEDULER Demo**.
  </Step>

  <Step title="Finish the wizard">
    Complete the remaining wizard pages to create the project.
  </Step>

  <Step title="Open the new project">
    Open the new project's home page.
  </Step>

  <Step title="Open the board">
    In the left navigator, select **Scheduler**.

    The page that opens already hosts a configured Scheduler widget, filled with the template's sample work items -- rows, task bars, load markers and a populated **Unplanned** sidebar.
  </Step>
</Steps>

Continue from there with [Your First Board](/scheduler/getting-started/first-board), which reads that board part by part.

### Need Help?

The page closes with a **Need Help?** row of three cards.
Each card's button opens a Nextedy resource in a new browser tab:

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

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

## License

The page is headed **Nextedy SCHEDULER License** and has three parts: a status banner, the licence details, and a footer menu.

### The status banner

The banner at the top states the licence status in words, and its colour reflects that status -- informational when the licence is in order, and warning or negative when it is not.

Under a valid licence the banner reports the two numbers that decide whether your licence is big enough:

| Number                                 | What it means                                                                                                  |
| -------------------------------------- | -------------------------------------------------------------------------------------------------------------- |
| Server users the licence is set up for | How many named users the installed licence covers                                                              |
| Users who hold the `users` role        | How many users on this Polarion server currently hold that role, and are therefore counted against the licence |

Read them together.
The licence is sized correctly while the second number stays within the first; when the count of role holders passes what the licence covers, that is the point to talk to Nextedy about a larger licence.

<Note>
  The `users` role is a Polarion role, and it is Polarion that decides who holds it.
  Scheduler only counts the holders -- adding or removing the role is done in Polarion's own user administration.
</Note>

### The licence details

Below the banner, the page prints the installed licence itself, so you can read what was issued without opening the licence file on the server:

| Detail             | What it tells you                                                                                                     |
| ------------------ | --------------------------------------------------------------------------------------------------------------------- |
| Licence type       | Which Nextedy licence was issued                                                                                      |
| Expiry date        | The date the licence runs to                                                                                          |
| Maintenance expiry | The date maintenance runs to, printed alongside the licence expiry -- the two are often the same date, but check both |
| Licensee           | Who the licence was issued to                                                                                         |
| Named users        | The number of server users the licence covers -- the first number in the banner                                       |
| Signature          | Not shown: the cryptographic signature is replaced with a placeholder noting that it has been removed                 |

<Frame caption="The License page under a valid licence: the status banner with its two user numbers, the licence details with the signature replaced by a placeholder, and the footer menu.">
  <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-administration-license.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=b4627afe70493b8bf7e36ba136439e10" alt="The Nextedy SCHEDULER License administration page showing a banner reading that the licence is set up for 30 server users and that 7 users hold the users role, a details block listing product, licence type, expiry date, licensee and named users with the signature line replaced by SIGNATURE REMOVED / HIDDEN, and a footer row of Contact us, Documentation and Pricing FAQ links" width="1500" height="586" data-path="scheduler/assets/images/scheduler-administration-license.png" />
</Frame>

<Warning>
  The expiry date is the one field worth diarising.
  Scheduler does not warn you weeks in advance -- this page is where the date lives, so check it when you plan Polarion maintenance.
</Warning>

### When no licence is installed

With no production licence file in place, the details block is replaced by a short notice instead:

* It reports that no production licence was found.
* It links to an article on installing a licence.
* It states that the evaluation version can be used for 30 days.

A licence can be added afterwards without reinstalling the plugin: place the licence file in the Polarion licence directory as described in [Installation](/scheduler/getting-started/installation), and this page reports it.

<Note>
  This notice is conditional.
  It appears only when no production licence is found, so on a licensed server you will never see it -- the licence details take its place.
</Note>

### The footer menu

The page ends with three links:

| Link              | Where it goes                                        |
| ----------------- | ---------------------------------------------------- |
| **Contact us**    | Starts an email to Nextedy                           |
| **Documentation** | Opens the Scheduler documentation in a new tab       |
| **Pricing FAQ**   | Opens the Scheduler pricing information in a new tab |

## What each page answers

| Question                         | Page    | Where on it                                             |
| -------------------------------- | ------- | ------------------------------------------------------- |
| Is the plugin installed?         | Setup   | The install-success banner                              |
| Which build am I running?        | Setup   | **Plugin Version** in the banner                        |
| Is there a newer build?          | Setup   | **Check for updates** → **Currently Available Version** |
| How do I get a board to look at? | Setup   | **Demo Project Template**, then **Create Demo Project** |
| Where do I raise a ticket?       | Setup   | **Need Help?** → Support Tickets                        |
| Is my licence valid?             | License | The status banner                                       |
| Does my licence cover our users? | License | The banner's two user numbers                           |
| When does the licence expire?    | License | The licence details                                     |
| Am I on the evaluation?          | License | The no-production-licence notice                        |

## See Also

* [Installation](/scheduler/getting-started/installation) -- deploying the plugin, and the verification steps that use both pages
* [Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget) -- putting a board into a project of your own
* [Widget Parameters](/scheduler/reference/widget-parameters) -- everything configured per board rather than per server
* [Frequently Asked Questions](/scheduler/faq/index) -- shorter answers to the questions these pages raise

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