CP-129: Extensibility & Web Services: Costpoint With A ... · Extensibility & Web Services:...
Transcript of CP-129: Extensibility & Web Services: Costpoint With A ... · Extensibility & Web Services:...
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CP-129:Extensibility & Web Services: Costpoint With A Whole New Look and Feel
Louis Delouiser, VP Technology Consulting, NeoSystems Corp.
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Extensibility & Web Services: A Whole New Look and Feel Louis Delouiser, VP Technology Consulting
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The Business PropositionPractical Use of New Extensibility
Functionality
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Ready to Grow Forward?
• Capture Information in Costpoint Tied to
Standard Applications?
• Link Your Data in New Data Grids / Results
• Call External Applications using Java Wrappers
• Incorporate PowerShell Functions for Data
Management
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BUILD NEW APPLICATIONS
Add new application screens in Costpoint to assist in
managing non-Costpoint related data in a single location.
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ADD NEW RECORD SETS
OR GRIDS
*** You can easily add new grids and
link non-Cospoint related data to your
Costpoint so you can manage your
external mapping tables within
Costpoint
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How it’s done.
Setting Up A New Application
Adding Data to your New Application
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• Create an Extensibility Project
• Create Extensibility Units for your
project
CREATING YOUR EXTENSIBILITY PROJECT
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• Create an Extensibility Project
• Create Extensibility Units for your
project
CREATING YOUR EXTENSIBILITY PROJECT
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• Create an Extensibility Project
• Create Extensibility Units for your
project
• Creating Your App
• Provide a Name for your App
• Give your App ID a suffix
• Select App Type:
Maintenance
CREATING YOUR APP
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• Creating Your App
• Provide a Name for your App
• Give your App ID a suffix
• Select App Type:
Maintenance
• Placing Your App
• Select the Menu Tab
• Choose 1-st Level (AC)
• Choose 2-nd Level (GL)
• Choose 3-rd Level (GLC)
• Choose 4-th Level
(GLMCOMP)
• Select Add (Before or After)
PLACING YOUR APP
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• Placing Your App
• Select the Menu Tab
• Choose 1-st Level (AC)
• Choose 2-nd Level (GL)
• Choose 3-rd Level (GLC)
• Choose 4-th Level
(GLMCOMP)
• Select Add (Before or After)
• See your new application on the
screen.
VIEW YOUR APP LINK IN CP
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• Create a Generic Recordset
• Use the Table Wizard
• Add the fields for your
Recordset
• Generate Script
• Apply Table To DB
• Save to RS
• Notice the Additional Fields
added to the Table
(MODIFIED_BY,
TIME_STAMP,
ROWVERSION)
ADD DATA TO YOUR NEW APP
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• Remove the Deltek fields
and save your Recordset
• Refresh OJB_IDs
• Ensure You Have a Primary
Key on Your Dataset
• Setup Your Recordset Form
UPDATING YOUR RECORDSET
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• Select Your App
• Go to the
Link/Assign
Links from the
menu bar
• Find your new
RS and add it to
your APP
ADDING YOUR RECORDSET TO YOUR APP
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REVIEW YOUR NEW APPLICATION IN CP
• See your new fields on the screen in form or table format.
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How it’s done.
Setting Up A New Data Grid
Linking to Existing Costpoint Screens
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ADDING YOUR CUSTOM DATASET
• See below a standard Costpoint
screen. We’ll add a New Link
and a Custom Recordset Grid.
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ADDING YOUR CUSTOM DATASET
• Create Your Custom Recordset
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LINK CUSTOM DATASET TO APPS
• Add your custom dataset to
your app.
• Select a tree based on your
application
• Ensure RS is linked to your
application and in the
correct order.
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LINK CUSTOM DATASET TO APPS
• Edit RS link to determine
how your new Link will
function when opened
• Default View
• Open with Parent
• Autoload
• Include Node when
Parent Cloned
• Hide Link
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OPEN YOUR LINKED APP IN CP
• See the new link in the lower right hand corder (Concur Account Code Mapping)
• See the new grid in the lower left hand part of the screen (Concur Account Mapping
Grid)
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EXAMPLE OF LINKED DATA IN GRID
• See the new Account
• Click on the Concur Account Code Mapping
• Review the Data in the Recordset linked to the Account or add new ones
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Java Wrappers
What are they for?
What can they do?
How can you use them?
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JAVA WRAPPERS
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“We need our Costpoint screens to be simple,
easy to navigate and user friendly.”
- Dale C. -
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BUILD A NEW LOOK USING
EXTENSIBILITIES
Add new application
screens in any section
of Costpoint and
control access using
standard Costpoint
security
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Build Advanced Data Management OpportunitiesPractical Use of New Web Services to
Enhancement User Experiences with Data
Management and Security
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Ready to Grow Forward?
• Build Web Services on the Fly (Using Generic
Web Services)
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USING GENERIC WEB SERVICES
• Generic Web Services
• Runs like standard Web
Service
• Does not require shutting
down Costpoint
• Can be deployed to other
environments without service
interruptions
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