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 ................................................................................................. 11
Installing from Within Web TimeSheet ....................................................................................... 11
Installing via a Local or Network Drive ..................................................................................... 14
Entering a License Key .................................................................................................................. 17
Chapter 3
Getting Started .............................................................................................................. 19
Starting the Integration Manager .................................................................................................. 19
Possible Reasons for Connection Failure ................................................................................ 19
Accessing the Online Help............................................................................................................. 20
Chapter 4
Using the Integration Manager .................................................................................... 21
About Microsoft Project Database Files........................................................................................... 21
General Setup Options .................................................................................................................. 21
Log File................................................................................................................................... 22
Select Data to Update.................................................................................................................... 22
Field Mapping .............................................................................................................................. 24
Configuration................................................................................................................................. 25
Managing Configuration Settings.................................................................................................. 26
Reviewing the Setting Prior to Data Transfer .......................................................................... 26
Saving the Configuration Settings .......................................................................................... 26
Configuration Settings File ..................................................................................................... 26
Cancelling Changes Made to the Configuration Settings ....................................................... 27
The Update Process ...................................................................................................................... 27
Chapter 5
Recommended Practices and Additional Notes ....................................................... 28
Recommended Practices............................................................................................................... 28
Notes on Working with Embedded and Externally Linked Projects ................................................ 28
Notes on Transferring Time Data with Web TimeSheet Billing Rates Selected ............................ 29
Troubleshooting Tips .................................................................................................................... 29