Save an NVivo Project to the Server

Option 1: create a server project from scratch

If you have not yet created your project, you can save it directly to the server in one step:

Step 1: Click on File -> New. Type in a title for your project, then click on the "Browse" button.

Step 2: Click on the drop-down box for "Save as type:" and choose "NVivo Server Projects."

Step 3: Click on the Connection Name (""), then click "Save."

Step 4: Click "OK". The project will be created on the server, then automatically opened so you can begin your work.

Option 2: move an existing project to the server

Step 1: Open your existing project.

Step 2: Click on File -> Copy Project. Choose "NVivo Server 11 project" then click on "Browse..."

Step 3: Click on the Connection name (""), and type a name for your project on the server. Click "Save".

Step 4: Click "OK" to create the project on the server.

Step 5: Your project has been copied to the server, but you still have the non-server version of the project open in your NVivo software. Close it (File -> Close) and then open the server version to continue working. (You may also want to rename or archive the old, non-server version to ensure that you do not open it by mistake in the future.)