Note:This wizard guides you step by step through the process of synchronizing data from eReminder 2008 to Microsoft Project Server database. The tasks or appointments in eReminder 2008, which is determined by your settings in Preferences page, will be imported to Microsoft Project Server database.
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This wizard is useful, only when you have the right of writing the database of Microsoft Project Server directly. |
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If you don't have the database access right, you can use Sync to Microsoft Project MPP File Wizard to integrate data from eReminder to a Project file first and then import data from Project file to Project Server. |
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Before starting Sync to Microsoft Project Server Wizard, please access the Preferences page to configure the synchronization settings.
There are several methods to start this wizard:
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Click Sync to Microsoft Project Server Wizard from the Welcome page. |
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Click Sync to MSP from the navigator. |
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Click Sync to MSP from tool bar. |
Please read the information in this page, and make sure the correct wizard is selected. To continue, please click the Next button.
In this step, all tasks or appointments of eReminder 2008, which are determined by your settings in the Preferences page, are listed in a table. You can select one or more tasks/appointments you want to synchronize to Microsoft Project Server by checking the most left check boxes of each entries.
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To select all entries listed in the table, you can click the Select All button. |
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To clear all your selections, you can click the Clear All button. |
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Column Name |
Description |
| Check box | Clicks to select or unselect the entry 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. |
| Complete | Flags whether the task/appointment has been finished. |
| Subject | Name of the eReminder Task/Appointment, which will be shown as Task Name in Microsoft Project Server when the import process is complete. |
| Notes | Information in Body field of the eReminder task/appointment, which will be shown as Notes in Microsoft Project Server when the import process is complete. |
| Categories | If you have set a category for the task/appointment, the category name will be shown in this column. It is useful when you want to sort or filter tasks by categories. |
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Practice:
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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. |
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Button Name |
Description |
| Select All | Selects all entries in the table. This is useful when you have a large number of tasks/appointments and you want to import all or nearly all of them into a Microsoft Project Server. |
| Clear All | Unselects all entries in the table. This is useful if you have a large number of tasks/appointments listed in the table and only a few of them you want to import to a Microsoft Project Server. |
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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 in the table. This is useful when you have a large number of tasks/appointments and you want to import all or nearly all of them into a Microsoft Project Server. |
| Clear All | Unselects all entries in the table. This is useful if you have a large number of tasks/appointments listed in the table and only a few of them you want to import to a Microsoft Project Server. |
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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. |
In this step, please make sure you have the database access right for the Project Server. Otherwise, you can not continue this wizard.
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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.
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.
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.
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The task name, start date, finish date notes are the only fields imported from eReminder to Microsoft Project Server. Other eReminder task/appointment information, such as percent complete, are not imported. |
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