Table of Contents 3 Table of Contents Chapter 1 Welcome ................................................................................................................... 5 About the Integration Manager ...................................................................................................... 5 Technology.............................................................................................................................. 5 About this User Guide..................................................................................................................... 5 Document Conventions ........................................................................................................... 5 Contacting Support ........................................................................................................................ 6 Chapter 2 Installing the Integration Manager.......................................................................... 7 System Requirements..................................................................................................................... 7 Installing the Integration Manager.................................................................................................. 7 Installing on the Web TimeSheet Server ................................................................................. 7 Installing on a Local Machine ................................................................................................ 12 Installing from Within Web TimeSheet ....................................................................................... 12 Installing via a Local or Network Drive ..................................................................................... 15 Entering a License Key ................................................................................................................. 18 Chapter 3 Getting Started ....................................................................................................... 19 Starting the Integration Manager .................................................................................................. 19 Possible Reasons for Connection Failure ................................................................................ 20 Accessing the Online Help............................................................................................................. 21 Chapter 4 Transferring Data ................................................................................................... 22 Setting Up the Integration Manager .............................................................................................. 22 Selecting General Update Settings ......................................................................................... 22 Selecting the Direction of Transfer............................................................................................ 22 Selecting Projects to Update................................................................................................... 22 Selecting Data to Update......................................................................................................... 23 Selecting Task Hours to Transfer.............................................................................................. 23 Selecting Other Data to Update ............................................................................................... 25 Performing Field Mapping ....................................................................................................... 26 Saving Transfer Settings................................................................................................................. 26 Performing a Transfer ..................................................................................................................... 27 Chapter 5 Modifying Configuration Settings ........................................................................ 29 Modifying your Server and Login Options....................................................................................... 29 Modifying the Configuration of Common Resources used across Projects ....................................... 29 Modifying Project Information ........................................................................................................ 30 Modifying Configuration Settings Information ................................................................................ 31 Modifying the Action the Integration Manager takes when an error Occurs ..................................... 31