Configure and migrate the PPM Document Management System from the Administration Console

As the PPM administrator, you can use the DMS Configuration tool in the Administration Console to perform the following tasks directly:

The configuration is centralized. That is to say, changing the configuration from the Administrator Console impacts all PPM Server nodes when using clustered configuration. Moreover, no PPM Server restart is required for changes to take effect—the DMS Driver will be reloaded on all PPM Server nodes with the new configuration when you save the updated parameters.

To specify a different directory as the DMS repository for attachments:

  1. In the Administration Console Actions panel, select Administration Task > DMS Configuration.

  2. In the right panel, click Edit.

    The Administration Console displays the current DMS solution and the current directory specified as the document repository.

    Note: The Edit button is available only when your current DMS is PPM File System.

  3. In the dms.filesys.attachmentDir box, type the path to the directory you prefer to use as the new repository.

    Note that specifying a different directory path does not migrate the documents stored in the current directory to the new directory.

    If you specify the current DMS parameter to point to an empty DMS, the existing documents in your PPM Center will be lost.

  4. Click Save.

To migrate your existing document management system to a different supported DMS:

  1. In the Administration Console Actions panel, select Administration Task > DMS Configuration.

  2. In the right panel, click Migrate.

  3. From the Target DMS list, select the document management system to which you want to migrate your existing DMS data.

  4. To test the connection to the selected target DMS, click Next.

  5. To start the DMS migration, click Start Migration.

    The Administration Console displays the progress of the document migration from the PPM Center File System to the target DMS you selected. The progress data displayed includes the number of attachment files that successfully migrated as well as the number that failed to migrate.

  6. To see the logs for files that could not be moved to the new DMS, click View failed files logs.

  7. To try again to migrate unsuccessfully migrated files, click
    Retry failed files.

  8. To switch to the PPM DMS, click Start Transition.

  9. To retire the old DMS and launch the new DMS, click Commit.

For more information about migrating PPM DMS, see the Document Management Guide and Reference.