Loading PM Server Settings

You can automatically configure a server, either by loading the configuration from a saved configuration, or by copying the configuration directly from another server.

Loading or copying the server options provides the following benefits:

For information on saving a configuration to a file, refer to Saving PM Server Settings.

To load options to a server, select one or more servers and click Load from the Bridge Console.

Note: You can load settings to multiple servers at once by selecting more than one server and then clicking Load.

  1. To copy a configuration from another server, select Copy options from server and select the server from the dropdown list.
  2. To load the configuration from a saved configuration file, select Load options from file and enter the path to the XML file in the text box. You can also enter the path to the file by browsing for the file using the Browse button.

Note:

  1. When loading options to the server, all of the server's existing options are, by default, replaced with the new options. If you want to exclude an option set from being loaded, uncheck that option on the Load Server Options dialog box. The sets you can exclude are:
    • Sync
    • Defaults
    • Publish
    • Update

    Each checkbox correlates to a step in the Bridge wizard. By unchecking the box of a set, you prevent the system from replacing the options that are stored in that set. For example, if you want to copy the Publish and Update category-field mappings from one server to another, but want to preserve the Sync times of the target server, uncheck the Sync checkbox before loading the options.

  2. Click OK to finish. If you are loading new settings to a single server, a confirmation dialog box appears, warning you that the current settings for this server will be overwritten if you continue.
  3. Click OK in the confirmation dialog box. The selected options are loaded to the server.

Related Topics

PM Bridge Console Operation

Adding a PM Server

Checking Server Status

Editing the PM Server Configuration

Removing a PM Server

Synchronizing Projects from a PM Server

Importing Projects from a PM Server

Accessing a PM Server's Web Interface

Viewing a PM Server Log

Printing the PM Server Configuration Report

Saving PM Server Settings

Viewing the System Log

Setting the Synchronization User



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Last Published Friday, February 23, 2024