The following list shows all available tasks for the Servers tab.

Server Management

●      Create Multi-Server Report

Click to open the Create a Multi-Server Report dialog box to select the Project Center Servers to include in a multiple server report.

●      Add Server

Click to open the Add a Project Center Server dialog box to add a new Project Center Server to the list.

●      Access Newforma Support

Click to open the Newforma support website.

●      Close Administration Console

Click to close this activity center and return to the My Project Center activity center.

Selected Server

The following tasks only appears for Project Center Servers, not Info Exchange Servers.

●      View Errors

Click to open the Newforma Project Center Server Errors dialog box to view server and project errors so that you can resolve them.

●      Create a Report

Click to open the Create a Report dialog box to select the type of Project Center Server report to create.

●      Remove Server

This task appears only if you are not connected to the selected server.

Click to delete the selected Project Center Server.

Project Center Administration

The Servers tab lists all Project Center and Info Exchange Servers and their statuses.

Server Topology

Name

The name of the server.

1. • A green dot next to the server name indicates the server is functioning normally.

   • A yellow dot next to the server name indicates that there are non-critical problems with the server or a project on the server. The warnings should be attended to because certain aspects of Project Center may not work properly. Click the View Errors task to open the Newforma Project Center Server Errors dialog box.

   • A red dot next to the server name indicates that there are critical problems with the server or a project on the server. The errors should be attended to because certain aspects of Project Center will not work properly. Click the View Errors task to open the Newforma Project Center Server Errors dialog box.

   • A red dot next to the server name with bold text indicates the server is not running.

Type

The server's type (Project Center or Info Exchange)

Server Location

The server's physical location.

Info Exchange Server

The name of the Info Exchange server connected to the Project Center Server.

Replication Servers

The names of the Project Center Servers that the each server initiates replication for. Refer to the Replication Setup tab below for more information.

Newforma Project Center Server Administration

This section appears when you select a Project Center Server from the Server Topology section above. If you selected an Info Exchange Server, go to the Newforma Info Exchange Server Administration section below.

Click any of the following tabs to go directly to that section.

General tab

Backups

Backup Storage: This is the full path to the folder on the network (or the local hard drive) where all Project Center data, contacts, and project summary information for the selected Project Center Server is backed up nightly. You can change the storage location by clicking the icon to open the Browse for Folder dialog box. If the field is left blank, the information is backed up to the default location at C: \NewformaBackup_hostname.

Project Backups: Select the number of project backups to store. Project data includes submittals, RFIs, and other project items. Older backups will be automatically deleted.

Global Data Backups: Select the number of global data backups to store. Global data includes contacts, global project settings, and the rest of the data in the Project Center Administration activity center tabs. Older backups will be automatically deleted.

Back Up Now: Click to create an immediate backup of the projects and global data for the selected Project Center Server.

Identification

Company Name: Click to open the Choose Company dialog box to select the name of the company. This is used throughout Project Center and Info Exchange, especially in notifications.

Server Location: Select the location of the selected server.

if you give two or more servers the same Server Location, the list of projects in the Projects tab will be merged. This enables a company with multiple servers in the same office to make their project list appear as one combined list independent of the Project Center Servers that host each project.

If the Server Location is left blank, application monitoring records do not get sent to Newforma, resulting in the Project Center Server shutting down after one month.

Email Address for Sent Notifications: Enter the email address that is used as the From address for Project Center Server-generated email notifications.

Administrator Notifications

Use this section to select who to send Project Center Server alert email messages to. The messages are sent automatically from the server to the users indicated.

Email Address: Enter the email addresses of contacts to send the email alert messages to. Use semi-colons between each email address.

Send to: Select who to send the email messages to from the drop-down list:

• Select Global Administrators Only to send the email messages only to Project Center administrators.

• Select Explicitly Defined List to send the email messages only to the contacts entered in the Email Address field.

• Select Both Administrators and List to send the email messages to both administrators and the contacts entered in the Email Address field.

Warn When Below nn MB: Mark this checkbox and enter the threshold at which you want the Project Center Server to send an email message to administrators to notify them that disk space has fallen below the value entered here.

Shutdown Services When Below nn MB: Mark this checkbox and enter the threshold at which you want the Project Center Server to shut down when disk space has fallen below the value entered here. The nightly maintenance is not performed. The free space it is looking for is space on the MySQL data drive.

Client Install

Use this section to enable and configure automatic Project Center client updating. The message that appears indicates the state of automatic Project Center client updates. It will be one of the following:

• Automatic Client Install are Enabled indicates that automatic client updating is enabled and clients are automatically updated.

• Automatic Client Installs are Disabled indicates that automatic client updating is disabled and clients are not automatically updated.

• Automatic Client Installs are not Configured indicates that automatic client updating has not been configured and is not running.

Configure: Click to open the Client Install Configuration dialog box to enable and configure automatic client updates.

Email Install Instructions: For new installs, click to open an email message containing a link for updating Project Center clients that you can send to users.

Licensing

Maximum Servers/Server Expiration: The total number of Project Center Server licenses for the company, and the date the licenses expire. These fields are not editable.

Total Users: The total number of user licenses for the company. This field is not editable.

Only Administrators Can Edit Internal User Email Addresses: Mark this checkbox to prevent Project Center users from editing their own email addresses. Email addresses can then only be assigned and edited by a global administrator (Project Center gets email addresses from Active Directory the first time users log in). This is a security option to prevent  users from spoofing someone else simply by changing their profile. Users can edit their own email addresses in the Set the Current User dialog box if this checkbox is cleared.

Notification Reminders

From the drop-down list, select how often Project Center sends out Internal Reminders (reminders to Project Center users) and External Reminders (reminders to non-Project Center users). Reminders are email notifications containing information on due or overdue project items, as well as file transfers that have been received and need to be downloaded.

Internal reminders contain links that open Project Center. External reminders contain links that open Info Exchange. Each user will receive one email message containing all reminders for all projects on the selected Project Center Server.

1. 1. • If you choose Daily, the reminders are sent out once a day.

      • If you choose Weekly, the reminders are sent out Sunday evening.

      • If you choose Semiweekly, the reminders are sent out Sunday and Wednesday.

      • If you choose None, reminders are not sent, and the reminder fields are disabled.

If the interval is set to weekly, it is possible users might not see overdue notifications until after they have been overdue for a few days.

The coming due reminder for items gets sent if the reminder date will occur on or before the next notification interval (Daily/Weekly/Semiweekly). So if the interval is set to Weekly, coming due reminders are added for anything that has a reminder date within the next week.

Project Calendars

Holiday File: You can import a file containing a list of holidays to apply to all projects on the selected Project Center Server. This file will become the default list for all projects on this server. However, users can edit the list of holidays in the Project Timeline activity center in the same way they would edit regular holidays, except  they will be able to update the holiday file and apply it to all projects, or just apply it to the open project. Also, each project can have its own holiday file, so that it has a different schedule than the other projects on the same server. Holiday files can either be . ICSICS is a standard calendar file format that Project Center uses to import/export calendar information in the Project Timeline activity center. There are many applications (including Microsoft Outlook) that can import or export this file format, so users can use the applications to create calendars, export the .ICS file, then import it as a holiday file in the Project Center Administration activity center. The .ICS file also stores current and future project calendar information. files or a Microsoft Excel file that is in the correct format. A sample holiday file is stored in the templates directory in C:\Program Files\Newforma\Tenth Edition\Project Center\Templates\Sample_Holiday_File.xlsx.

Holiday dates are not stored in the database. They are stored in the .ICS file on the network, so you must choose a file in a network location that is accessible to the Project Center clients.

Reporting

Report Template: Select the Microsoft Excel spreadsheet to use as the template for the reports that are generated by Project Center (if you don't want to use the default). You can also edit the standard Microsoft Excel reporting template to modify the look and feel of the reports. The default report template is stored on the Project Center Server machine in C:\Newforma\Templates\Tenth Edition\ExcelTemplates\standardtemplate.xlt. Also, each project can have its own report template, which you can set in the Admin tab of the Edit Project Settings dialog box; you can even specify a report to use in a specific activity center for a project using the Select Report Templates dialog box.

Email Transfers

Do Not Allow Transfers Larger Than nn MB: Mark this checkbox to specify a file size limit for users sending files from Project Center via email. If checked, the files will have to be transferred via Info Exchange if a user tries to send files via email that are larger than the value indicated in this field. The following message will appear (the numbers used are examples):
"Email transfers are currently limited to 20 MB and you are attempting to transfer 22.67 MB. Contact your system administrator to change this setting. Would you like to transfer these files via Info Exchange instead?"

If the user clicks Yes, the files will be transferred via Info Exchange.

If you want all files to be transferred via Info Exchange, mark the checkbox and enter 0 in this field.
If you want all files to be able to be transferred via email, clear the checkbox. Whether or not the files are sent will then depend on your email application's limitations.

Notifications/Forms tab

Use this tab to customize Project Center forms and email notifications.

Notification Subject

This section enables you to customize the formatting of the subjects of email notifications and messages sent out by Project Center.

Select the field to insert in the subject from the drop-own list, then click Insert Field to add the field to the subject line. The formatting of the subject is shown in the field below the Insert Field button, as show in the following example:

Reset to Default

Click to reset the subject formatting to the default Project Center settings.

View Sample

Click to open the Select Project Item dialog box to select an item and view a sample of what the subject line will look like.

Save Changes

Click to save your changes.

Form Template Styles

This section shows the full paths to the company logos under the Logo URL column, as well as folders on the network where the customizable form template styles for forms and notifications are stored. The paths under the Folder Location column must be UNC paths that start with \\.

• Click Add to open the Add Template Style dialog box to add new form template styles.

• Click Modify to open the Modify Template Style dialog box to modify the selected form template style.

• Click Remove to remove the selected form template style.

Info Exchange Connection tab

Use this tab to configure the connection to the Info Exchange Server.

Configure Your Connection to Newforma Info Exchange

Server

Enter the name of the Newforma Info Exchange Server that you want the selected Project Center Server to connect to to share file transfers with.

Last Replication Time to Info Exchange

The most recent time when the Project center Server replicated with the Info Exchange Server.

Last Replication Time from Info Exchange

The most recent time when the Info Exchange Server replicated with the Project Center Server.

Info Exchange Administrator Credentials

The Username and Password fields contain the name and password of the administrator who installed the Info Exchange Server. You can edit them.

The username and password used to secure Info Exchange communications should not be a real Windows domain username and password. There is no correlation to a real Windows user account, and should not be treated as such. Also, the username and password are both case-sensitive.

Replication Setup tab

Use this tab to define which Project Center Servers the selected Project Center Server initiates replication with.

Selected Project Center Server will Initiate Replication to the Servers Defined Below

This list contains all Project Center Servers listed in the Server Topology section above except the currently selected server. Mark the checkboxes of the Project Center Servers you want the currently selected server to replicate with.

Newforma recommends a hub/spoke configuration. For example, if your company has several Project Center Servers, you should pick the most geographically central server and make it the hub. That means the server you choose as the hub should be the one that initiates replication with the other servers. Replication is bi-directional, so there is no need to go to each of the other servers and point them at the hub. The hub server should also be chosen as the Preferred Server for the Info Exchange Server (set in the General tab when an Info Exchange Server is selected from the Server Topology section), since it gets updated the most quickly.

For example: If you connect servers to each other as direct replication peers, or through shared Info Exchange Servers, they will replicate contact info with each other:

1. A change occurs on "Project Center Server 1."

2. "Project Center Server 1" replicates the change to its Info Exchange Server, "NIX1."

3. "Project Center Server 2" replicates the change from its Info Exchange Server, "NIX1," back to itself.

4. "Project Center Server 2" replicates the change to  "Project Center Server 3."

5. "Project Center Server 3" replicates the change to its Info Exchange Server, "NIX2."

System Metrics tab

This tab contains information about the selected Project Center Server's processor and disk usage.

1. Refresh Metrics

2. Click to update the information in this tab.

Project Email and GAL Sync tab

Use this tab to configure the selected Project Center Server's connection to Microsoft Outlook via the Project Center Add-in for Microsoft Outlook, and to synchronize the selected server with the Microsoft Exchange Global Address List (GAL).

Global Address List Data Synchronization

Define Contact Fields to Synchronize: Select

Click Select to open the Global Address List Synchronization Settings dialog box to select the Project Center contact fields that get synchronized from the GAL.

Enable Periodic Synchronization

Mark this checkbox to have the Project Center Server automatically synchronize with the GAL. For Project Center contacts that are in the GAL, this feature will copy the fields specified in the Global Address List Synchronization Settings dialog box and update the Project Center contacts at the time interval set in the Synchronize Every nn Hours field below.

Synchronize Every nn Hours

Enter the time interval at which to synchronize the Project Center contacts with the GAL.

For most Exchange Server configurations, it is only necessary to enable this feature on one Project Center Server. The other Project Center Servers will replicate from this one.

This feature does not add new contacts from the GAL. To add new contacts, go to the Contacts tab and use the Add Contact > Add/Update Contact from GAL task.

Synchronize Now

Click to synchronize the properties of existing Project Center contacts with the GAL.

1   If you mark the Enable Periodic Synchronization checkbox or click Synchronize Now, and the fields to sync up with are not defined, the Global Address List Synchronization Settings dialog box will open.

Automatically File from Newforma - Items to File Folders

Automated File Items Enabled

Mark this checkbox to have the Project Center Server automatically file items users place in their Newforma - Items to File folder in their email application. When users drag and drop email messages into the Newforma - Items to File folder in their email clients, the Project Center Server files them to Project Center at the interval set below and moves the messages to the folder specified in the Edit Email Filing Options dialog box. See File Email Items Automatically Using the Project Center Add-in for Microsoft Outlook for more information.

This feature only files the items. It does not update the folders under the Newforma - Items to File folder. The folders are updated when users click Synchronize from the Project Center Add-in for Microsoft Outlook, when they change their My Projects list, or when they click File from Items to File Folders from the Tasks panel of the Project Email activity center.

Switching this feature on enables all Project Center users to file messages automatically. However, each user has the option to switch this feature off locally using the Edit Email Filing Options dialog box.

Sleep Time Between User Accounts

To control the amount of activity by the Project Center email service, you can set the time interval that takes place between scanning each Project Center user.

The scanning process is continual. By default, the scanning process waits two seconds between users, and two minutes between scans (see the field below). The time it takes to complete a scan depends on how many email messages are filed, and the connection speed between the Microsoft Exchange Server and the Project Center Server. If you increase the time, there will longer periods between automatic filings, but there will be less Project Center Server usage. The server processes one user at a time.

Sleep Time Between Scans

To control the amount of activity by the Project Center email service, you can set the time interval that takes place between each full scan for messages in all Project Center mailboxes. If you increase the time, there will longer periods between automatic filings, but there will be less Project Center Server usage.

Project Email Settings

Store Email Messages as

If you are using Microsoft Outlook, you will most likely select .MSG Files. If you are not using Outlook, select .EML Files.

File Messages Sent to Project Email Addresses

Use this section to enable users to send email messages to projects that are pinned to the selected Project Center Server.

Project Email Mailbox

Select the project email mailbox that was defined in the Project Center Administration Global Settings tab that you want to use with this Project Center Server.

Automatically File Project Email in Mailbox

Mark this checkbox to enable automatic filing from the project email mailbox to the projects on this Project Center Server.

Messages Must be Sent by an Active Contact

Mark this checkbox to require that the sender of an email message must be an active Project Center contact. If the email message comes from an email address that is not in the Contacts tab, the message will not be filed to a Project Center project. For example, you might use this option to help prevent spam from being filed into the project.

Messages Must be Sent by or Addressed to an Internal Project Team Member

Mark this checkbox to require that the sender or the recipient of an email message is an project team member of the project to which the email message is being filed. If the email message is not sent to or received by an email address that is a member of the project team, the message will not be filed to the Project Center project. For example, you might use this option to ensure that at least one project team member has seen the automatically filed message.

Delete and Notify Contacts When Messages They Send are Unable to be Auto-Filed

Mark this checkbox to notify the sender of an email message that the email message they sent could not be filed to the project and was deleted. This enables the message sender to deal with the issue in a timely manner.

Notify Administrators of Un-filed Messages

Select how often to notify Project Center administrators about email messages that were not filed to a project and are still in the project email mailbox.

Delete Un-filed Messages

Select when to delete any un-filed email messages that are in the project email mailbox. This helps prevent the project mailbox from filling up with un-filed massages.

Save Changes

Click to save your changes.

Mirrored Projects tab

This tab lists projects that are mirrored on a remote Project Center Server. Mirroring a project greatly enhances the response time working with the remote project.

Columns

Refer to the Project Center Administration activity center Projects tab for column descriptions.

Add

Click to open the Select a Project dialog box to mirror a project that resides on a remote Project Center Server and add it to the mirrored project list.

Remove

Click to stop mirroring the selected project and remove it from the list.

Save Changes

Click to save your changes.

Newforma Info Exchange Server Administration

This section appears when you select an Info Exchange Server from the Server Topology section above. If you selected a Project Center Server, go to the Newforma Project Center Server Administration section above.

General tab

Use this tab to configure Project Center to send an email message once a day to Project Center administrators when the Info Exchange disk space reaches a certain threshold and/or if the Info Exchange Server goes down.

Preferred Server

Select the preferred Project Center Server to connect to. The Info Exchange Server uses the preferred Project Center Server to:

• Replicate to the Project Center Server database.

• Send the company name to Info Exchange (for example, the company name that appears in the Info Exchange Terms and Conditions tab).

• To send Info Exchange password reminders.

Transfer Root

This is the folder in which Info Exchange file transfers are stored. You can enter a new path in this field to change the location in which to store transfers. The amount of disk space available for transfers appears below the field.

Important: If you change the location of the file transfers folder, future file transfers will be stored there. You must manually move the existing file transfers to the new location.

Available Space

The amount of disk space available on the Info Exchange Server.

Allow Anonymous User Access and Public Transfers

Anonymous users cannot automatically log into Info Exchange. Mark this checkbox to allow anonymous users to log into and use your Info Exchange Server. Clear this checkbox to disable all public transfer options and hide the public transfer log on the Info Exchange website.

Allow Cloud Delivery on All Projects

Mark this checkbox to enable file delivery from Info Exchange to any of the following cloud services from all projects: Box, Google Drive, and Dropbox.

Clear this checkbox to shut off all cloud delivery from Info Exchange for all projects.

If you are using cloud delivery, you can shut it off for individual projects in the Edit Project Settings dialog box Info Exchange tab.

For information on configuring cloud delivery, see Configure Cloud Delivery on Info Exchange.

Web Site Logo

The logo that appears on the Info Exchange website is previewed here. You can select a different one by clicking the button. The recommended size for the logo is 44 pixels high in .PNG format.

Administrator Notifications

When Disk Space is Below nn  MB

Mark this checkbox to have Project Center send an email message to administrators when the available disk space on Info Exchange falls below the threshold entered.

When the Connection Between the Project Center and Info Exchange Servers is Down

Mark this checkbox to have Project Center send an email message to the administrators if the Info Exchange Server goes down.

SMTP Relay tab

Use this tab to enable and configure the SMTP relay for project email addressing.

If your email server supports plus (+) addressing, you do not need to use the SMTP  relay, and do not need to configure this tab.

SMTP Relay for Project Email

Enable the SMTP Relay Service on Info Exchange

Mark this checkbox to enable the SMTP relay on Info Exchange.

Working Directory

Enter the name of the folder on the Info Exchange Server machine in which the relay will temporarily store email messages and log files.

Specify the Mailboxes and Domains that will be Handled by this Forwarding Service

Select which project email mailboxes the relay will perform relay services for.

Add

Click to open the Define an SMTP Relay dialog box to select the project email mailbox that you want to be serviced by the Info Exchange SMTP relay service.

Remove

Click to remove the project email mailbox being serviced by the Info Exchange SMTP relay service.

Service Control Credentials

This is an account that has sufficient privileges on the Info Exchange Server machine to start, stop, and configure services.

Username/Password/Confirm

Enter the username and password of the account. If the username is in a domain, enter it in the following format: domain\username.

Save Changes

Click to save your changes.

System Metrics tab

This tab contains information about the selected Info Exchange Server's processor and disk usage.

Administrator Credentials tab

Credentials

The Username and Password/Confirm fields contain the name and password of the administrator who installed the Project Center Server. You can change them.

Server Certificate

This section shows the Info Exchange Server certificate's Issuer, Expiration date, and Serial Number.

Terms and Conditions tab

Use this tab to set when an external user is required to accept the terms and conditions for using Info Exchange and to edit the text that appears on the Info Exchange website when a user logs in. Customize the text, then click Save Changes when finished.

Require External Users to Accept Terms and Conditions:

• Choose When First Logging Into Info Exchange to require external users to accept the terms and conditions only when they log onto Info Exchange for the first time.

• Choose Before Accessing a Project for the First Time to require external users to accept the terms and conditions the first time they access a new project on Info Exchange.

• Choose When Downloading from an Email Message Link or When Logging into Info Exchange to require external users to accept the terms and conditions every time they download files from Info Exchange and log into Info Exchange.

Unified Project List tab

If your company uses multiple Info Exchange Servers, use this tab to create a unified project list on the Info Exchange Server selected above. Select the Info Exchange Servers from the list that host the projects you want to list on the Info Exchange selected above. The projects on the Info Exchange Servers you select will then appear on the Info Exchange Server selected above.

This feature enables the complete project list to be visible on all Info Exchange Servers. Users will then be able to log onto any Info Exchange Server and see a list of all projects from all servers. When they select a project residing on a different Info Exchange Server, they will automatically be redirected to logon to the Info Exchange Server hosting the project they want to open.