To change default Import / Export Options
1. Open FluentBooks
2. Select File → Settings → Import / Export Options
3. Check/Uncheck the checkboxes as needed
4. Click Apply button
Please note: You can change these options while processing any migration as needed.
Security
| Security Category Resources | Resources which belong to Security Category on the source PWA will be added to Security Category on the target PWA during Security Categories upload, on condition that these resources exist on the target PWA |
| Project Security Categories | Projects which belong to Security Category on the source PWA will be added to Security Category on the target PWA during Security Categories upload, on condition that these projects exist on the target PWA |
| User Security Groups membership | Users which belong to Security Group on the source PWA will be added to Security Group on the target PWA during resources upload, on condition that the relevant Security Group exists on the target PWA |
| Project Permissions | Migrate Project Permissions. NOTE: In order to migrate Project Permissions, Project Server permission mode should be set both on source and target PWAs |
Enterprise Data
| Lookup Tables values | Migrate Lookup Table values as part of the Lookup Tables migration |
Project
| Resource Plan | Migrate project’s resource plan as part of the project migration |
| Team | Migrate project’s team as part of the project migration |
| Owner | Migrate project’s owner as part of the project migration. If this option is switched off, then the user account, whose credentials were specified in Fluentbooks, will be set as the project owner on the target PWA during projects migration |
| Status Manager | Update Status Manager values during the upload operation. Status Managers for Standard & Subprojects will be migrated correctly, if corresponding user account is available in the Destination PWA and settings were selected correctly during upload, except for tasks that have cost resources assigned – for such tasks Status Manager will be set to the migration account. Status Managers for Master Projects will be set to the migration account. |
| Full Publish | Force automatically synchronize PWA users with Project Workspaces during Project Publish regardless to the appropriate setting in target PWA settings |
| Project ID | Migrate the value for OOB field “Project ID” as part of Project migration. |
| Tasks | Migrate Project tasks as part of Project migration from External EPM system (not Project Server/Project Online) |
| Assignments | Migrate Project tasks and assignments as part of Project migration from External EPM system (not Project Server/Project Online) |