You can access the Server Profiles setting in the Control Panel to add the connectivity and login details of multiple SI Servers you want to connect to from your SI Client.
Use Cases
Internal employee working on projects across multiple office locations, each with their own SI Server
John Doe is a Visio Designer working from the New York office. He has to work on projects that salespeople from the New York, Chicago, and Los Angeles offices bring to the company. Each of the three locations has its own SI Server. John Doe can add each server's connectivity and login details as different server profiles. He can then connect to a specific SI Server and work on the projects in that office.
Third-party company working on projects for multiple customers who use SI
Design. Inc. is a Visio Design Services company that provides expertise in Visio-related work for construction projects. They use SI for managing projects. The SI users at Design. Inc. can add the connectivity and login details of their customers' SI Servers and work on their projects.
For both use cases, you should ensure seamless connectivity between the SI Client and the SI Server by allowing them through firewalls, VPNs, or other networking software.
To access the Server Profiles setting, click the following icon.
This will display the following form.
Prerequisite
For every SI Server profile you want to add, you will need the login credentials of the "First Administrative User" on the server.
Add and Manage Server Profiles
You can add as many new server profiles as you would like to.
To add a new profile:
1/ Click New.
2/ On this form, add the following.
Name - the name of the server for identification purposes.
Name or IP Address - the computer name, instance name, or IP address of the machine where the server is installed.
Port - the default port used on the server for inbound connectivity from the SI client. If the server was installed using the Express Configuration option, the port is 9010. If you used Custom Configuration for the server and changed this port, enter that port number.
Use Name/Email - the user name or the email address provided for the "First Administrative User" when setting up the server.
Password - the password provided for the "First Administrative User" when setting up the server.
3/ Select the following options if you require them.
Remember me - will remember your username and password, and you don't have to enter them each time you connect to the server.
Connect via Azure Active Directory - used when you have enabled Azure Active Directory (AAD) for SI.
Set a Profile as Default
If you want to set a profile as the default SI server you want to connect to when you open the SI Client, select the profile and click Set as Default.
Open Server Folder
If you want to access the server folder of any of the server profiles, select the profile and click Open Folder.
Connect via Server Profile
When you have multiple server profiles for an SI Client, you will see a dropdown with the profiles listed.
You can select another profile and connect to another SI Server.
