Portfolio and Project Management 5.0: Microsoft Project Server Import and Export

Transcription

1 Portfolio and Project Management 5.0: Microsoft Project Import and Export Applies to: SAP Portfolio and Project Management 5.0 Summary Besides the build in capabilities to manage project SAP Portfolio and Project Management integration to import and export projects from and to external project management systems. This document summarizes the information around the import and export from and to Microsoft Project. Download the related Excel Template (ZIP 400 KB) Author: Andrea Langlotz Company: SAP AG Created on: 25 May 2010 Author Bio Andrea Langlotz works for SAP AG, Walldorf, in the Suite Solution Management group SAP AG 1

2 Table of Contents Overview... 3 Activate MSP Integration in Customizing... 3 Integration into Microsoft Project MSP Integration with Portfolio & Project Management 5.0 involves the following two steps: Steps to be followed in Microsoft Project Steps to be followed in Portfolio and Project Management... 4 APIs in Portfolio and Project Management... 5 API : /RPM/MSPS_UPLOAD... 5 API : /RPM/MSPS_DOWNLOAD... 6 Related Content... 6 Copyright SAP AG 2

3 Overview SAP Portfolio and Project Management comes with build in functionality to structure your projects, manage your resources and to track the execution. However, many companies use other project management systems in various departments for various project categories. These include, for example, Microsoft Project. Consolidating this data in to one central system as one single source of truth is critical to manage the overall project portfolio. Therefore SAP Portfolio and Project Management allows to import and export projects including the structural, date-related and resource information from and to Microsoft Project 2003 as a customer specific solution. Information how the customer specific integration between Microsoft Project 2003 and SAP Portfolio and Project Management 5.0 can be set is contained in SAP Note It contains also recommendations for setting up the mapping between the two systems. The application documentation for the integration can also be found in SAP Note in the attachment PPIMApplicationMSPSHelp.pdf Activate MSP Integration in Customizing To activate the MSP Integration follow the following steps in the Portfolio and Project Management System. Go to transaction SIMGH. Choose the IMG structure 'MSP Integration'. Display the IMG structure. Perform the following IMG activities under the MSP node: Integration 1. Create RFC Connections Create a HTTP connection to the Microsoft Project. 2. Define Logical Ports Define the logical ports that point to the RFC destinations you created in step 1. Make sure you define the logical systems too using Define Logical Systems 3. Define Web Alias Define the service and the Web alias by entering the following parameter values: Parameter Name Parameter Value MSPSLOGONPAGE /PROJECTSERVER/LGNPSAU.ASP PROXYLOGICALPORT Name of the logical port defined above LOGICALDESTINATION Name of the logical system defined above 4. Define Object Link Types Define the object link for the Microsoft Project. For more information about implementing an object link, see SAP Service Marketplace at service.sap.com/instguides -> SAP Business Suite Applications -> SAP PLM -> using SAP Portfolio and Project Management SAP AG 3

4 Integration into Microsoft Project 2003 MSP Integration with Portfolio & Project Management 5.0 involves the following two steps: 1.) Steps to be followed in Microsoft Project ) Steps to be followed in Portfolio and Project Management 1. Steps to be followed in Microsoft Project 2003 An example implementation for the Visual Basic coding can be found here MSPS.zip.The following steps are required to install the Visual Basic. The example implementation will: 1. Install and register/unregister the PDS Extender on your Microsoft Project Create a SQL procedure in Microsoft Project server SQL database required for PDS Extender. Installation Steps: 1. Open the folder Registering Extender and double click the 'SAPxRPMPDSEx.exe' 2. In the form to create the procedure a) Specify the server name, the username and the password for the SQL server administrator. b) Click on the 'Create Procedure' button to create the procedure in the 'Project' database 3. In the form to 'Register/Unregister the PDS Extender' a) Enter the IIS name. The IIS will be stopped and restarted during the process of registering and unregistering the SAP PDS Extender 'SAP_PDS_EXF_EX.DLL' b) If there already exists a registered 'SAP_PDS_ECF_EX.DLL' on your Microsoft Project 2003 instance then I. Click on the Unregister option button. II. Select the folder in which the dll exists and click on 'Unregister' button c) To register the dll I. Select the 'Register' option button II. Click on the 'Browse' button and select the path where the 'SAP_PDS_ECF_EX.dll' has to be stored. The install utility copies the new 'SAP_PDS_ECF_EX.dll' to the target location specified by the user in the textbox. III. Click on the 'Register' button to register the dll. Note: The dll SAP_PDS_ECF_EX.dll can be registered in any directory of the Microsoft Project DIIs will be started and stopped by the application during the Registering/Unregistering process of the PDS Extender and as such the user doesn't have to manually do it. 2. Steps to be followed in Portfolio and Project Management Below is an example APIs to perform import/export of project data from/to Microsoft Project Please note that the following APIs are not supported in Portfolio and Project Management SAP AG 4

5 APIs in Portfolio and Project Management Application : SAP Portfolio and Project Management 5.0 Software Component: Package: Function Group: CPRXRPM /RPM/INTEGRATION /RPM/INTEGRATIONMSP API : /RPM/MSPS_UPLOAD This RFC is used to transfer the Microsoft Project 2003 data to SAP Portfolio and Project Management system. Field Name Description Import Parameters IV_PORTFL_ITEM_GUID Portfolio Item Guid IV_EXTERNAL_ID External Id IV_MSPS_EXTERNAL_ID External Id of Microsoft Project project IV_XMLCOOKIE XML Cookie IV_USERNAME User name of Microsoft Project IV_PASSWORD Password of Microsoft Project IV_CHANGE_TASKS Integration flag set if tasks are to be changed IV_CHANGE_ROLE_RESOURCE Integration flag set if roles and resources are to be changed IV_CHANGE_ASSIGNMENTS Integration flag set if assignments are to be changed IV_LOGSYS Logical system IV_LANGUAGE Login language IV_SIMULATION Check if it is a simulation run Export Parameters ET_MSG Messages resulted from Import EV_RC Returns error code SAP AG 5

6 API : /RPM/MSPS_DOWNLOAD This RFC is used to transfer the Project data from SAP Portfolio and Project Management system to Microsoft Project Field Name Description Import Parameters IV_PORTFL_ITEM_GUID Portfolio Item Guid IV_EXTERNAL_ID External Id IV_MSPS_EXTERNAL_ID External Id of Microsoft Project project to be created IV_TEMPLATE_ID Template name IV_XMLCOOKIE XML Cookie IV_USERNAME User name of Microsoft Project IV_PASSWORD Password of Microsoft Project IV_LOGSYS Logical system IV_LANGUAGE Login language Export Parameters ET_MSG Messages resulted from Export process EV_RC Returns error code. Related Content SAP Note SAP AG 6

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