cp-129: extensibility & web services: costpoint with a ... · extensibility & web services:...

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

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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

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.

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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.

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)

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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

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. -

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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

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)

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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