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
Configuring Microsoft Project Server ............................................................................................... 7
Configuring Microsoft Project Server 2007................................................................................. 7
Configuring Microsoft Project Server 2003................................................................................. 7
Updating Automatic Update Service User Account Information ....................................................... 8
Starting the Integration Manager .................................................................................................... 8
Possible Reasons for Connection Failure .................................................................................. 9
Understanding the Integration Manager Log Files.......................................................................... 10
Accessing the Online Help.............................................................................................................. 11
Chapter 3
Transferring Data ............................................................................................................ 12
Setting Up the Integration Manager ............................................................................................... 12
Selecting General Update Settings .......................................................................................... 12
Selecting the Direction of Transfer............................................................................................. 12
Selecting Projects to Update.................................................................................................... 13
Selecting Data to Update.......................................................................................................... 13
Selecting Task Hours to Transfer.............................................................................................. 13
Selecting Other Data to Update ............................................................................................... 15
Performing Field Mapping ....................................................................................................... 16
Saving Transfer Settings.................................................................................................................. 16
Performing a Transfer ..................................................................................................................... 17
Publishing and Updating Data on the Project Server....................................................................... 18
Chapter 4
Scheduling Automatic Updates ................................................................................... 19
Scheduling an Automatic Update Action........................................................................................ 19
Editing an Automatic Update Action .............................................................................................. 20
Disabling an Automatic Update Action............................................................................................ 20
Deleting an Automatic Update Action ............................................................................................ 20
Chapter 5
Mapping Resources ....................................................................................................... 21
Setting the Resources Options ........................................................................................................ 21
Map Resources to Users using ................................................................................................... 21