Server Settings Backup/Restore tool

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Topic Last Modified: 2017-01-24

The Server Settings Backup/Restore tool is a utility in the Project Server 2007 Project Resource Kit (PRK). It enables Microsoft Office Project Server 2007 administrators to back up server settings from a selected Project Server instance to an XML file. The tool can be run against another Project Server instance to which you can restore the server settings. The data from the exported XML file is what is imported to the target Project Server. This tool can be especially useful when moving server settings from a test to a production environment, but could also be used to generate a simple playbook of custom fields and views (for example, for different industries).

Important

Import server settings only from sources that you trust.

Click to download (https://www.microsoft.com/downloads/details.aspx?FamilyId=A33D253C-6424-48E4-B87E-0861D1977BB7\&displaylang=en) the Project Server 2007 PRK from the Microsoft Download Center.

Requirements

The Server Settings Backup/Restore tool has the following usage requirements:

  • Microsoft Windows XP, Windows Vista, or Windows Server 2003.

  • Microsoft .NET Framework 2.x or 3.x.

  • Administrator permissions on the instance of Project Server 2007 that you are accessing.

Back up Server Settings

  1. Run Playbooks.exe to start the Server Settings Backup/Restore tool.

  2. On the Select Server URL page, specify the instance of Project Server 2007 from which you would like to back up server settings, as well as the authentication mode with which you are connecting to it.

    Server Settings backup and restore tool

    1. In the Server URL box, type the URL of your instance of Project Server.

    2. Select the authentication mode that you use to connect to Project Server. Select either:

      • Use Windows Account information.

      • Use Project Server (Forms) authentication account. You will also need to enter your user name and password.

    Click Continue.

  3. On the Playbooks page, select the Backup tab.

    Project Server 2007 settings - backup and restore

    1. In the File Name field, type a path and name of the backup file you are creating to which you are exporting the server settings information. (It is saved as an XML file.) You can also use the Browse button to select a path.

    2. In the Source Server field, type the URL to the Project Server site.

    3. In the Description field, optionally type information about your backup.

    4. In the Settings list, you will see a list of available server settings. Select the settings that you want to save to the backup file.

    Click Backup. A dialog box shows the status.

  4. The Backup Server Settings message box appears, stating whether the backup was successful. If your backup was successful, the backup file is created in the file location you specified. If the backup was unsuccessful, click View Log to view the log file of the backup to determine where a problem occurred. Click OK to close the message box.

Restore server settings

  1. Run Playbooks.exe to start the Server Settings Backup/Restore tool.

  2. On the Select Server URL page, specify the instance of Project Server 2007 to which you want to restore server settings and the authentication mode with which you are connecting to it.

    1. In the Server URL box, type the URL of your Project Server instance.

    2. Select the authentication mode that you use to connect to Project Server. Select either:

      • Use Windows Account information.

      • Use Project Server (Forms) authentication account. You must also specify your user name and password.

    Click Continue.

  3. On the Playbooks page, select the Restore tab.

    Project Server 2007 backup and restore tool

    1. In the File Name field, enter the path and file name of the backup file whose settings you want to restore. You can use the Open File button to browse to the file.

      Note

      Note that the Description and Settings fields on the Restore tab is not filled until the backup file is selected.

    2. In the Destination Server field, type the URL for the Project Server site to which you want to restore the server settings.

    3. The read-only Description field contains information about your server-settings backup file, including source server name, version, build, revision, playbook version, date created, and description information.

  4. The Settings list shows all server settings options that were saved to the backup file. (These settings are selected). You can choose to restore all server settings that were backed up, or to restore specific server settings by clearing any checked items.

    Note

    Refer to the Server Settings section of this article for a complete list of Project Server 2007 server settings.

  5. In the Strategy section, you can choose whether to merge or replace the backed up server settings with the server settings on the new Project Server instance.

    • Merge This option is typically used when moving from one test environment to another to collect the list of settings that you want. An example of a merge going from the backup file to the target server and its result is shown below:

      Backup file Target server Result

      View A

      View C

      View A

      View B

      View B

      View C

    • Replace(where possible) Use this option when the data in the backup file takes precedence over the data in the target server. This could be used when rolling out data from a test environment to deployment where the items in the backup file are the representation of the final state of the server. The example below shows what happens when doing a replace operation:

      Backup file Target server Result

      View A

      View C

      View A

      View B

      View B

      After making your selection, click Restore. A dialog box shows the status.

  6. The Restore Settings message box appears, stating whether the recovery was successful. If your recovery was successful, click OK to exit the message box. If your recovery was unsuccessful, click View Log to view the log file to determine where a problem occurred.

Server settings

The following is a list of Project Server 2007 server settings that can be backed up or restored in the procedures listed above:

Operational policies

  • Additional Server Settings: http:////_layouts/pwa/Admin/ServerConfig.aspx

  • Alerts and Reminders: http:////_layouts/pwa/Admin/Notification.aspx

  • Server-Side Event Handler Configuration: http:////_layouts/pwa/Admin/Events.aspx

  • Active Directory Resource Pool Synchronization: http:////_layouts/pwa/Admin/ADSyncERP.aspx

  • Project Workspace Provisioning Settings: http:////_layouts/pwa/Admin/WorkspaceProvisioningSettings.aspx

Time and task management

  • Timesheet Periods: http:////_layouts/pwa/Admin/TimePeriod.aspx

  • Timesheet Classifications: http:////_layouts/pwa/Admin/LineClass.aspx

  • Timesheet Settings and Defaults: http:////_layouts/pwa/Admin/TSSettings.aspx

  • Administrative Time: http:////_layouts/pwa/Admin/AdmTime.aspx

  • Task Settings and Display: http:////_layouts/pwa/Admin/Statusing.aspx

Cube

  • Build Settings: http:////_layouts/pwa/CubeAdmin/CubeGenAdmin.aspx

Look and feel

  • Quick Launch: http:////_layouts/pwa/Admin/SiteMap.aspx

  • Views: http:////_layouts/pwa/Admin/ViewsMain.aspx

Enterprise data

  • Custom Fields and Lookup Tables: http:////_layouts/pwa/Admin/CustomizeFields.aspx

  • Enterprise Global: Backs up the Enterprise Global. The E-Global binary is persisted within the XML file

Security

  • Groups: http:////_layouts/pwa/Admin/ ManageGroups.aspx

    Note

    This setting will not persist any user information in the groups.

  • Categories: http:////_layouts/pwa/Admin/ ManageCategories.aspx

    Note

    This setting will not persist any user information in the groups.

  • Security Templates: http:////_layouts/pwa/Admin/ ManageTemplates.aspx

  • Project Web Access Permissions: http:////_layouts/pwa/Admin/ OrgPermissions.aspx