CP-129: Extensibility & Web Services: Costpoint With A Whole New Look and Feel Louis Delouiser, VP Technology Consulting, NeoSystems Corp.
CP-129:Extensibility & Web Services: Costpoint With A Whole New Look and Feel
Louis Delouiser, VP Technology Consulting, NeoSystems Corp.
Extensibility & Web Services: A Whole New Look and Feel Louis Delouiser, VP Technology Consulting
The Business PropositionPractical Use of New Extensibility
Functionality
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
5
BUILD NEW APPLICATIONS
Add new application screens in Costpoint to assist in
managing non-Costpoint related data in a single location.
6
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
How it’s done.
Setting Up A New Application
Adding Data to your New Application
8
• Create an Extensibility Project
• Create Extensibility Units for your
project
CREATING YOUR EXTENSIBILITY PROJECT
9
• Create an Extensibility Project
• Create Extensibility Units for your
project
CREATING YOUR EXTENSIBILITY PROJECT
10
• 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
11
• 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
12
• 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
13
• 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
14
• 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
15
• 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
16
REVIEW YOUR NEW APPLICATION IN CP
• See your new fields on the screen in form or table format.
How it’s done.
Setting Up A New Data Grid
Linking to Existing Costpoint Screens
18
ADDING YOUR CUSTOM DATASET
• See below a standard Costpoint
screen. We’ll add a New Link
and a Custom Recordset Grid.
19
ADDING YOUR CUSTOM DATASET
• Create Your Custom Recordset
20
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.
21
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
22
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)
23
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
Java Wrappers
What are they for?
What can they do?
How can you use them?
25
JAVA WRAPPERS
“We need our Costpoint screens to be simple,
easy to navigate and user friendly.”
- Dale C. -
27
BUILD A NEW LOOK USING
EXTENSIBILITIES
Add new application
screens in any section
of Costpoint and
control access using
standard Costpoint
security
Build Advanced Data Management OpportunitiesPractical Use of New Web Services to
Enhancement User Experiences with Data
Management and Security
Ready to Grow Forward?
• Build Web Services on the Fly (Using Generic
Web Services)
30
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