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....
3. In the Web TimeSheet Security Login dialog box, type the Web 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.
4. Enter the login name and password you normally use to log into Web TimeSheet.
5. If you wish to bypass the login screen in the future, check the box at the bottom of the login screen
labeled Automatically login to Web TimeSheet next time. You will still be able to change your
login information, if necessary, from the Configuration tab within the Integration Manager.
6. When you are ready, click the Connect button to connect to Web TimeSheet. If the connection is
successful, the Integration Manager will open in a new window.
Possible Reasons for Connection Failure
If you are unable to connect to Web TimeSheet, the Integration Manager will display an error message indi-
cating the reason why the connection failed. Possible reasons for a failed connection include:
•
User Name/Password Error
Your user name does not exist, your user profile has been disabled, or your password is invalid. If
you cannot resolve the issue on your own, please contact your Web TimeSheet administrator.
•
License Error
You do not have a valid license key and/or seat assignment for the Web TimeSheet Integration
Manager for Microsoft Project Standard/Professional, or your license key has expired. Please con-
tact your Web TimeSheet administrator for further information.
If the Integration Manager is not available from the Tools menu, access it using the standal-
one version. The standalone version can be accessed from the Windows Start menu. If using
the standalone version, when the Integration Manager launches you will need to specify the
Microsoft Project database file containing the projects you wish to work with.
To install and use the Integration Manager, you must have a valid license key and each user must
have a seat assignment for the module, as detailed in Entering a License Key on page 17.
If you are using the standalone version of the Integration Manager, you must also specify the Microsoft
Project database file (.MPD file) containing the projects you wish to update before doing anything else.
To specify the database file, select the Configuration tab and select Browse in the Project File Con-
figuration section. Locate the Microsoft Project database file and select the Open button. The Inte-
gration Manager will automatically update the Available Projects list in the General tab when the
database file is selected.
