Initializing the Integration

Initializing the integration creates all out of the box integrations definitions required to integrate EPM Planning Projects and Project Management.

Before initializing the integration, be sure the following applications are registered in Data Integration:

1. Primary EPM Planning Projects
2. Reporting Type
3. Dimension

In the following example, "EPBCS" is the primary Planning Projects application, "EPBCS-PFP_REP" is the Reporting Type application, and "EPBCS - Custom" is the Dimension application.

To initialize the integration:

1. On the Application page, click to the right of the primary EPM Planning Projects application, and then select Initialize Integration.

2. On the Initialize Integration page, from the Type drop-down, select Project Portfolio Management (PPM).

3. From Connection, select the source system connection name setup for the EPM Planning Projects and Project Management integration.

   This connection has been set up in the source system registration. For more information, see Registering the Project Management Source.

   

4. Optional: In Prefix, specify a prefix to the integration definition when using multiple integration definitions.

   You add a prefix to an integration definition to distinguish it from other integration definitions. Multiple integration definitions can be created that address different business requirements. For example, you could have one integration that references the default calendar periods from Project Management and another that has custom mappings for an alternate calendar. If you are initializing the out of box integration, you do not need to specify a prefix.

5. Click OK.

   The out of box data source applications are loaded to the Application page.

   

   For a description of the integration definitions created after the initialization, see Integration Definition Reference.