Getting Started
19
CHAPTER 3
Getting Started
Starting the Integration Manager
The Integration Manager must be installed on your local computer in order to transfer data. Once installed,
you can access the Integration Manager following the steps below:
1. Launch Microsoft Project and open a project file.
2. In the Tools menu, select Web TimeSheet Integration...
A Setup for Web TimeSheet Integration Manager window displays.
3. In the Microsoft Project Configuration section, if you are using:
•
Project 2003/2002, specify the Microsoft Project .MPD File that contains the projects
you want to update.
Projects to be transferred from Microsoft Project 2003/2002 to Web TimeSheet must be
saved to a Microsoft Project database file (.MPD file).
•
Project 2007, specify the Folder for Microsoft Project Files that contains the projects
you want to update.
Microsoft Project 2007 saves projects using the .MPP file format only, therefore you must
select the folder where project’s .MPP files will be transferred to or from (not an .MPD file).
4. In the Web TimeSheet Connection section, enter:
•
TheWeb TimeSheet URL, which is the URL used to access Web TimeSheet on the server
(required the first time you log in). If you are unsure of the URL, check with your system
administrator.
•
TheLogin Name and Password you normally use to log into Web TimeSheet.
•
If you wish to bypass the setupwindow in the future, enable the Remember this informa-
tion check box.
5. Select the OK button to connect to Web TimeSheet. If the connection is successful, the Integration
Manager will open in a new window. If the connection fails, refer to Possible Reasons for Connection
Failure on page 20 below for more information.
Ensure only one version of Project is open before opening the Integration Manager.
If the Integration Manager is not available from the Tools menu, use the standalone version
which can be accessed from the Windows Start menu.
To automatically use the same folder (2007) or .MPD file (2003/2002) each time, within the
Integration Manager’s Configuration tab, save your settings to a configuration file, then se-
lect that file as the default Load Configuration File. For information on how to save your set-
tings, refer to Chapter 4, Saving Transfer Settings on page 26.
You can change your setup information later, if necessary, from the Integration Manager’s Configura-
tion tab. For more information on how to do this, refer to Chapter 5, Modifying Configuration Settings
on page 29.
