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Using the Administration Page

You administer the ERP Connector Solution Starter for Microsoft Office Project Server 2003 from an ASP.NET page that you install in the Admin center of Microsoft Office Project Web Access. For a general overview of the administration page for the HR module, see User Interface.

The following sections describe the administration page settings:

  • General Settings
  • Common Fields (includes the fields that you set for two or more modules)
  • HR Module (for mySAP™ ERP Human Capital Management)
  • Finance Projects Module (for the mySAP ERP Financials CO subsystem)
  • Finance WBS Module (for the mySAP ERP Financials PS subsystem)

You can revise the administration page user interface using Microsoft Visual Studio 2003 and ASP.NET. If you use the ERP Connector functions that are supplied in the solution starter, then you must include all of the items in the following tables in the administration page.

Note  The view you see of the ERP Connector Admin page depends on changes you make for ERP Connector modules you install. For example, if you install only the HR module, you should modify the administration page to show only the general settings and the HR module settings.

General Settings

All of the modules require the general settings. Figure 1 and Table 1 show and describe the general settings.

General settings in the administration page

Figure 1. General settings in the administration page

Table 1. Description of general settings

Option Description
Project Server Address URL for your Project Server Web site.
Project Published Suffix The correct suffix for your Project Server installation. Project plans that are published on Project Server are labeled with a specific version name. The version name depends on the installed Project Server language. With the English version, for example, you would type Published.

Note  The Project Published Suffix field is not validated.

Log Level Output logged to the Windows Event Log for each module in the ERP Connector. You can set the global logging level for all modules. Choose one of the following values from the list: None, Error, Warning, Information, All.
Drop Folder Path The path of the file drop folder you configured for the Service for Enterprise Data Maintenance (EDM). For more information, see Using the Service for EDM.
Write Config Button you click to save your settings to the XML configuration file (SAPConverterConfig.xml). On the sample administration page, the Write config button is at the bottom of the page.

Common Fields

If your implementation of the administration page includes two or more modules that have the same field, you can place the field in a Common field(s) section to avoid having to make duplicate settings. Figure 2 and Table 2 show and describe the common field that is in the default implementation of the administration page.

If you install only the HR module, you can modify the administration page to move the SAP Resource ID label and drop-down list back to the HR module section and remove the Common Field section.

Common fields for multiple modules

Figure 2. Common fields for multiple modules

Table 2. Common fields in the default implementation

Field Description
SAP Resource ID A Resource Enterprise Text field that is assigned to the SAP Resource Field ID. Both the HR and Finance Projects modules require setting the SAP Resource ID.

Note  The Resource Enterprise Text field you choose must be available in your Project Server Enterprise Global template, or the HR and Finance Projects modules do not work correctly. For more information, see Editing the Enterprise Global Template.

The default implementation of the administration page (the SAPConnectorAdmin project in the download) includes code that saves the setting for both modules when you choose the Resource Enterprise text field to use for the SAP Resource ID.

HR Module

The HR module settings in Figure 3 are for synchronizing data from mySAP ERP HCM with Project Server. The settings include the default resource cost rates, e-mail and Windows logon account formulas, controls for activating or deactivating resources, and the path to the XML log file. Table 3 describes the settings.

Note  The HR module settings also include SAP Resource ID described in Common Fields.

HR module settings in the administration page

Figure 3. HR module settings in the administration page

Table 3. HR module settings and controls

Option Description
Defaults Default resource cost rates.
Standard Rate The standard rate (default is 50).
Overtime Rate The overtime rate (default is 60).
E-mail formula Formula that the ERP Connector can use to build a default value for the resource's e-mail address at run time:
<Name Begin><Separator><Name End>@<E-mail Domain>
For example, typing (without the single quotation marks) or selecting the following values creates the following e-mail address for Dan Jump: Dan.Jump@example.com:
<E-mail Domain> = 'example.com'
<Separator> = '.'
<Name Begin> = FirstName
<Name End> = LastName
Name Begin Beginning name in the e-mail address that you select from the list.
Name End Ending name in the e-mail address that you select from the list.
Separator Either leave empty, or type one character to use as a separator in the e-mail address.
E-mail Domain Domain for the e-mail address.
NT account formula Formula that the ERP Connector can use to build a default value for the resource's Windows logon at run time:
<Logon Domain>\<Name Begin><Separator><Name End>
For example, typing (without the single quotation marks) or selecting the following values creates the following Windows logon for Dan Jump: exampledomain\DJump.
<Logon Domain> = 'exampledomain'
<Separator> = ''
<Name Begin> = FirstName
<Name Begin function> = FirstChar
<Name End> = Lastname
<Name End function> = Full
Domain Domain for the Windows logon account.
Name Begin Field for the beginning name in the Windows logon from that you select from the list.
Name Begin Function Function to use in computing the beginning name in the Windows logon.
Name End Field for the ending name in the Windows logon that you select from the list.
Name End Function Function to use in computing the ending name in the Windows logon.
Separator Leave empty, or type one character to use as a separator in the Windows logon.
Include NT Account If selected, includes the Windows logon name in the mySAP ERP HCR data.
Controls Section for additional values to use with the HR module.
Activate Resources in Resource Pool If selected, deactivated resources will be activated and updated when the mySAP ERP data includes the resource.
Deactivate Resources with mySAP ERP ID If selected, resources that include an mySAP ERP ID are deactivated if the mySAP ERP data does not include the resource. Otherwise, all resources in the mySAP ERP data are added to the resource pool.
Organization Unit ID A Resource Outline Code field that you assign.
Is Manager ID A Resource Enterprise Text field that you assign.
XML Log Path The full path of the directory where you want ERP Connector to save the XML log files for the HR module transactions.

Note  Include the backslash (\) at the end of the path, otherwise SAPConnector saves the log files in the same directory as HRModule.dll.

Finance Projects Module

Figure 4 and Table 4 show and describe the Finance Projects module settings that are required for creating projects from the internal order data that the mySAP ERP Financial CO subsystem sends to Project Server.

Finance Projects module settings in the administration page

Figure 4. Finance Projects module settings in the administration page

Table 4. Finance Projects module settings and controls

Option Description
SAP Schema File Path The full path and name of the mySAP ERP schema file. ERP Connector uses the schema to validate the XML data that mySAP ERP sends to Project Server.
Event Log Name The name you want for the Finance Projects module in the Windows application event log. This name shows in the Source column of the Application node of the Windows Event Viewer dialog box.
Project Options related to storing the mySAP ERP order data in new projects created in Project Server.
SAP Project ID Task Enterprise Project Text field assigned for the SAP Project ID. The field must be different from the Task Enterprise Project Text field assigned to the other project options. For more information, see Editing the Enterprise Global Template.
Responsible No. Task Enterprise Project Text field assigned for the Responsible Number. The field must be different from the Task Enterprise Project Text field assigned to the other project options.
Plant ID Task Enterprise Project Text field assigned for the Plant ID. The field must be different from the Task Enterprise Project Text field assigned to the other project options.
Task Options related to storing the mySAP ERP project systems (PS) data in new projects created in Project Server.
Order ID Task Enterprise Text field assigned for the Order ID. The field must be different from the Task Enterprise Text field assigned to the WBS Element ID.
WBS Element ID Task Enterprise Text field assigned for the WBS Element ID. The field must be different from the Task Enterprise Text field assigned to the Order ID.
Constrain Start Date Select Constrain Start Date to keep tasks from being changed or recalculated when the project is opened in Project Professional.

Finance WBS Module

Figure 5 and Table 5 show and describe the Finance WBS module settings. The Finance WBS module exports work actuals from approved timesheets in Project Server to the mySAP ERP Financial CO and PS subsystems, using projects that have the CO, PS, and HR data fields.

Note  The Finance WBS module settings also include SAP Resource ID described in Common Fields.

Finance WBS module settings in the administration page

Figure 5. Finance WBS module settings in the administration page

Table 5. Finance WBS module settings and controls

Option Description
Start Date The start date of the period to export, in the format YYYY-MM-DD.
End Date The end date of the period to export, in the format YYYY-MM-DD.
SAP Task ID Task Enterprise Text field assigned for the SAP Task ID, from the list.
Unit Unit of timesheet actuals (hours or days) from the list.
Stylesheet Input File The full path and file name for the XSL file used to transform the XML output from the GetActualsSAP PDS extension. The default stylesheet actuals_csv.xsl transforms the XML to comma-separated values (CSV). If you do not want to transform the XML output with a stylesheet, leave this field empty.
Stylesheet Output File The full path and file name for the resulting file transform. If you do not want to convert the XML output with a stylesheet, leave this field empty.
Event Log name The name you want for the Finance WBS module in the Windows application event log. This name shows in the Source column of the Application node of the Windows Event Viewer dialog box.
Start Export Button you click to export the timesheet actuals.