Configure and migrate the Document Management System

As the OpenText PPM administrator, you can use the DMS Configuration tool in the standard interface to perform the DMS configuration tasks.

In this topic:

Centralized configuration

The configuration is centralized. That is to say, changing the configuration from the standard interface 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.

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Specify a different directory for our DMS

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

1. Click the Administration button in the masthead.

2. From the Administration menu, select Integrations > Document Management System(DMS) Integration.

3. On the Document Management System(DMS) Integration page, click Edit.

   The page 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 OpenText PPM File System.

4. 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.

5. Click Save.

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Migrate current DMS to a different supported DMS

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

1. On the Document Management System(DMS) Integration page, click Migrate.

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

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

4. 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.

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

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

7. To switch to the OpenText PPM DMS, click Start Transition.

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

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

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