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
Configuring Microsoft Project Server............................................................................................. 7
Creating a User Account for the Automatic Update Service.......................................................... 8
Installing Microsoft Project Server Extensions .............................................................................. 8
Installing the Integration Manager ............................................................................................. 12
Installing on the Web TimeSheet Server....................................................................................... 12
Installing on a Local Machine..................................................................................................... 16
Installing via a Local or Network Drive ........................................................................................ 21
Entering a License Key ..................................................................................................................... 25
Chapter 3
Getting Started ................................................................................................................. 27
Starting the Integration Manager ..................................................................................................... 27
Possible Reasons for Connection Failure ................................................................................... 27
Accessing the Online Help................................................................................................................ 28
Chapter 4
Using the Integration Manager ...................................................................................... 29
General Setup Options ..................................................................................................................... 29
Log File....................................................................................................................................... 30
Select Data to Update........................................................................................................................ 30
Field Mapping .................................................................................................................................. 32
Configuration..................................................................................................................................... 32
Managing Configuration Settings...................................................................................................... 34
Reviewing the Settings Prior to Data Transfer ............................................................................. 34
Saving the Configuration Settings .............................................................................................. 34
Configuration Settings File ......................................................................................................... 34
Cancelling Changes Made to the Integration Manager Settings ................................................ 34
The Update Process ......................................................................................................................... 34
Updating the Data on the Server ................................................................................................ 35
Scheduling Automatic Updates......................................................................................................... 35
Managing Automatic Update Actions ......................................................................................... 36
Scheduling Multiple Updates...................................................................................................... 36
Disabling an Action................................................................................................................... 36
