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docs/en_US/import_export_servers.rst

@@ -0,0 +1,120 @@
+.. _export_import_servers:
+
+******************************
+`Import/Export Servers`:index:
+******************************
+
+Server definitions (and their groups) can be exported to a JSON file and
+re-imported to the same or a different system to enable easy pre-configuration
+of pgAdmin. The ``setup.py`` script is used for this purpose.
+
+.. note:: To export or import servers, you must use the Python interpreter that
+        is normally used to run pgAdmin to ensure that the required Python
+        packages are available. In most packages, this can be found in the
+        Python Virtual Environment that can be found in the installation
+        directory. When using platform-native packages, the system installation
+        of Python may be the one used by pgAdmin.
+
+Exporting Servers
+*****************
+
+To export the servers defined in an installation, simply invoke ``setup.py`` with
+the ``--dump-servers`` command line option, followed by the name (and if required,
+path) to the desired output file. By default, servers owned by the desktop mode
+user will be dumped (pgadmin4@pgadmin.org by default - see the DESKTOP_USER
+setting in ``config.py``). This can be overridden with the ``--user`` command
+line option. For example:
+
+.. code-block:: bash
+
+    /path/to/python /path/to/setup.py --dump-servers output_file.json
+
+    # or, to specify a non-default user name:
+
+    /path/to/python /path/to/setup.py --dump-servers output_file.json --user user@example.com
+
+To export only certain servers, use the ``--servers`` option and list one or
+more server IDs. For example:
+
+.. code-block:: bash
+
+    /path/to/python /path/to/setup.py --dump-servers output_file.json --server 1 2 5
+
+Importing Servers
+*****************
+
+To import the servers defined in a JSON file, simply invoke ``setup.py`` with
+the ``--load-servers`` command line option, followed by the name (and if required,
+path) of the JSON file containing the server definitions. Servers will be owned
+by the desktop mode user (pgadmin4@pgadmin.org by default - see the DESKTOP_USER
+setting in ``config.py``). This can be overridden with the ``--user`` command
+line option. For example:
+
+.. code-block:: bash
+
+    /path/to/python /path/to/setup.py --load-servers input_file.json
+
+    # or, to specify a non-default user name to own the new servers:
+
+    /path/to/python /path/to/setup.py --load-servers input_file.json --user user@example.com
+
+If any Servers are defined with a Server Group that is not already present in
+the configuration database, the required Group will be created.
+
+JSON format
+***********
+
+The JSON file format used when importing or exporting servers is quite
+straightforward and simply contains a list of servers, with a number of
+attributes. The following attributes are required to be present in every server
+definition: Name, Group, Port, Username, SSLMode, MaintenanceDB and one of Host,
+HostAddr or Service.
+
+Password fields cannot be imported or exported.
+
+The following example shows both a minimally defined and a fully defined server:
+
+.. code-block:: python
+
+    {
+        "Servers": {
+            "1": {
+                "Name": "Minimally Defined Server",
+                "Group": "Server Group 1",
+                "Port": 5432,
+                "Username": "postgres",
+                "Host": "localhost",
+                "SSLMode": "prefer",
+                "MaintenanceDB": "postgres"
+            },
+            "2": {
+                "Name: "Fully Defined Server",
+                "Group": "Server Group 2",
+                "Host": "host.domain.com",
+                "HostAddr": "192.168.1.2",
+                "Port": 5432,
+                "MaintenanceDB": "postgres",
+                "Username": "postgres",
+                "Role": "my_role_name",
+                "SSLMode": "require",
+                "Comment": "This server has every option configured in the JSON",
+                "DBRestriction": "live_db test_db",
+                "PassFile": "/path/to/pgpassfile",
+                "SSLCert": "/path/to/sslcert.crt",
+                "SSLKey": "/path/to/sslcert.key",
+                "SSLRootCert": "/path/to/sslroot.crt",
+                "SSLCrl": "/path/to/sslcrl.crl",
+                "SSLCompression": 1,
+                "BGColor": "#ff9900",
+                "FGColor": "#000000",
+                "Service": "postgresql-10",
+                "Timeout": 60,
+                "UseSSHTunnel": 1,
+                "TunnelHost": "192.168.1.253",
+                "TunnelPort": 22,
+                "TunnelUsername": "username",
+                "TunnelAuthentication": 0
+            }
+        }
+    }
+