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
Getting Started ................................................................................................................ 7
Downloading and Installing the Integration Manager...................................................................... 7
Starting the Integration Manager .................................................................................................... 7
Possible Reasons for Connection Failure .................................................................................. 8
Understanding the Integration Manager Log Files........................................................................... 8
Accessing the Online Help............................................................................................................. 10
Chapter 3
Transferring Data .......................................................................................................... 11
Setting Up the Integration Manager ............................................................................................. 11
Selecting General Update Settings ........................................................................................ 11
Selecting the Direction of Transfer........................................................................................... 11
Selecting Projects to Update.................................................................................................. 12
Selecting Data to Update........................................................................................................ 12
Selecting Task Hours to Transfer............................................................................................ 12
Selecting Other Data to Update ............................................................................................. 14
Performing Resource Mapping................................................................................................ 15
Performing Field Mapping ..................................................................................................... 15
Saving Transfer Settings................................................................................................................ 16
Performing a Transfer ................................................................................................................... 17
Chapter 4
Mapping Resources ...................................................................................................... 19
Setting the Resources Options ...................................................................................................... 19
Resource Name Formula ........................................................................................................ 19
Create a new user in Web TimeSheet if user does not exist.................................................... 19
Understanding Settings Assigned to Newly-Created Users.......................................................... 20
Setting the Resource Pool Updates Options .................................................................................. 20
Transferring Resource Pool members to Web TimeSheet........................................................ 20
Using Custom Fields when transferring Resources from the Resource Pool.............................. 20
Understanding how Duplicate Users are Transferred....................................................................... 21
Chapter 5
Modifying Configuration Settings ............................................................................. 22
Modifying your Server and Login Options...................................................................................... 22
Modifying Resources used across Multiple Projects........................................................................ 22
