Sync from Microsoft Project Server Wizard

This wizard guides you step by step through the process of synchronizing data from the database of Microsoft Project Server to eReminder. The selected tasks from Microsoft Project Server will be added to eReminder as new tasks or new appointments, which is determined by your settings.

Note:

	This wizard only can be used after you are granted the access right of reading the database of Microsoft Project Server.
	If you don't have the database access right, you can export data from Project Server to a Project file first and then use Sync from Microsoft Project MPP File Wizard to integrate from MPP file to eReminder.

Best Practice:

Before starting Sync from Microsoft Project Server Wizard, please access the Preferences page to configure the synchronization settings.

Start Sync from Microsoft Project Server Wizard

There are several methods to start this wizard:

	Click Sync from Microsoft Project Server Wizard from the Welcome page.
	Click Sync from MSP from the navigator.
	Click Sync from MSP from tool bar.

Follow the wizard step by step

Step 1: Welcome page

Please read the information in this page, and make sure the correct wizard is selected. To continue, please click the Next button.

Step 2: Set Up Microsoft Project Server Information

In this step, please make sure you have the database access right for the Project Server. Otherwise, you can not continue this wizard.

Fields description:

Field Name	Description
Project Server	The server's name where the Project Server database is located.
Database	The database name for your Project Server.
Use trusted login based on your Windows user	If this item is checked, the Windows user name and password will be used to login to the Project Server database, and the following User and Password fields will be disabled. Or, you must enter a user name and password in the following fields to login to the Project Server database.
User	Your login account to access the database of Project Server.
Password	Password for the login account.

Click the Test Connection... button to verify whether the database information and login information your entered is correct. If it prompts "Connection is successful", click the Next button to continue. Or, check the information you entered and make sure the database exists.

Step 3: Select Project and Resource

1. Choose a project from the Project Name drop down list where all project names included in the Project Server are contained.

2. Choose a resource from the Resource Name drop down list, where all resource names assigned to the project you selected are listed.

3. Click the Next button to continue.

Step 3: Select tasks

In this step, all tasks included in the project you select and assigned to the resource you choose are listed in a grid. You can select one or more tasks you want to synchronize to eReminder by checking the most left check boxes of each entries.

	To select all tasks listed in the grid, you can click the Select All button.
	To clear all your selections, you can click the Clear All button.

Column description:

Column Name	Description
Check box	Clicks to select or unselect the task in the row.
Start Date	The day and time when the task is planned to start from.
Due Date	The day and time when the task is planned to be complete.
Task Name	Name of the task, which will be shown as subject of eReminder Task/Appointment when the import process is complete.
Notes	Notes of the task, which will be shown in the Body field associated with the eReminder Task/Appointment when the import process is complete.

Best Practice:

Behind each column name ,there are two arrow buttons. The first one is used to sort the tasks ascending or descending. The second one is used to filter the tasks by contents of this column. Click the down arrow button, then select an item listed in the popup menu to display only the tasks with the same feature. For advanced filter, please click the [Custom...] item.

Command button description:

Button Name	Description
Select All	Selects all entries listed in the grid. This is useful when you have a large number of tasks in Microsoft Project Server, and you want to import all or nearly all of them into eReminder tasks/appointments.
Clear All	Unselects all entries in the grid. This is useful if you have a large number of tasks in Microsoft Project Server, and only a few of them you want to import to eReminder tasks/appointments.

Best Practice:

Use the down arrow button to filter the tasks and then click the Select All button to select all tasks listed in the grid, which have some identical feature.

Context Menu description:

Menu Item	Description
Flag As Selected	Selects all entries which are highlighted.
Flag As Unselected	Unselects all entries which are highlighted.
Select All	Selects all entries listed in the grid. This is useful when you have a large number of tasks in Microsoft Project Server, and you want to import all or nearly all of them into eReminder tasks/appointments.
Clear All	Unselects all entries in the grid. This is useful if you have a large number of tasks in Microsoft Project Server, and only a few of them you want to import to eReminder tasks/appointments.

Best Practice:

Press the Shift key and then left-click mouse to highlight multi entries. The right-click mouse and select the Flag As Selected in the context menu to select all the highlighted entries.

Step 4: Integration result

This step is the actual action of integration. The integration process and the final result will be shown in the memo area and the log page.

Click the Complete button to finish.

Note:

The task name, start date, finish date notes are the only fields imported from Microsoft Project Server to eReminder. Other task information of Microsoft Project Server, such as percent complete, are not imported.

What do you want to do?

	How to sync from Microsoft Project MPP file
	How to sync to Microsoft Project MPP file
	How to sync from Microsoft Project Server
	How to sync to Microsoft Project Server
	How to use eReminder Database Manager

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