deltek insight 2012: extending costpoint - 7 content management
TRANSCRIPT
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Extending Costpoint 7: Content Management
Dmitri Tyles, Director of Java EE Framework Development,
Deltek
GC-46
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Content Management Integration (CMI) Features
Linking/viewing Sharepoint documents in Costpoint
Synchronizing information between Sharepoint and Costpoint
Printing from Costpoint to Sharepoint
Using Sharepoint with Costpoint pre-processors
CMI Configuration
Setting up Costpoint Content Types
Linking Content Types with Costpoint Applications
Setting up Alternate File Locations for printing to Sharepoint and/or
pre-processors
Agenda
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Content Management Integration (CMI)
Features
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CMS = Content Management System
Features enabled by CMI:
Ability to link a document in Costpoint with a document in CMS
E.g. link a scanned image of a receipt to a voucher
Ability to pre-populate Costpoint documents based on scanned
documents in CMS
E.g. a new voucher can be pre-populated based on a scanned and OCR-ed
voucher
Ability to view linked CMS documents from within Costpoint
CMI – Functional Overview
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Features enabled by CMI (continued):
Linked CMS documents will stay attached with Costpoint document as
it is being processed through various applications
E.g. link for attached invoice will not be lost after posting an invoice and will
be available in Voucher History application
Ability to use CMS as a replacement for shared network folders:
Ability to “print” from Costpoint directly into CMS
Ability to point Costpoint pre-processors/interfaces directly to documents in
CMS
CMI – Functional Overview
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Integration technology:
Sharepoint is supported through native interface
Content Management Interoperability Standard (CMIS) is used as the key integration technology. Any CMS supporting CMIS can be integrated with Costpoint
Related technology links:
OASIC CMIS technical committee:
http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=cmis
Microsoft announcing the CMIS Connector for SharePoint:
http://blogs.msdn.com/b/ecm/archive/2012/07/16/announcing-the-release-of-the-cmis-connector-for-sharepoint.aspx
EMC Documentum supports CMIS :
https://community.emc.com/docs/DOC-10327
CMI – Functional Overview
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CMI – Functional Overview
A user can link/view a document from SharePoint and sync up properties
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CMI – Functional Overview
A user can print a document to CMS by selecting an appropriate Alternate File Location
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CMI – End User View
A user can import a document from CMS by selecting an appropriate Alternate File Location
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Live Demo
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Automated On-Boarding Processing with Costpoint 7
Resume Workflow
Web
Services
Costpoint Employee
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Automated Invoice Processing with Costpoint 7
Invoices
Costpoint AP Voucher
New AP Voucher and Document link
Content
Management
Integration
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Content Management Integration (CMI)
Configuration
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CMI – Configuration Applications
After registering your SharePoint instance in Costpoint Configuration Console you
can proceed with enabling/configuring CMI integration in Costpoint applications
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First you need to create a content type
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CMI – Configuration Applications
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CMS Content Type = a file with a collection of properties
E.g. a scanned invoice PDF file with properties “Invoice Date”, “Number”,
“Vendor”
A content type may be associated with documents which are being linked
with Costpoint entities OR
A content type can be a folder used as a source/destination for printing
applications and/or pre-processors
You can control if a given file in CMS is allowed to be linked with more than
one entity in Costpoint
For different user groups you can define different locations within CMS to
store documents of a given type
E.g. AP clerk in business unit A will see different AP vouchers in CMS than AP
clerk in business unit B based on each user associated with different location
in CMS
CMI – Configuration Applications
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You need to link Costpoint content type with applications where it will be used
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CMI – Configuration Applications
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You can control :
If a user can create/update/delete links to a content type in a given
application
if more than one attachment is allowed for documents in a given
application
if CMS document properties have to match corresponding properties in
Costpoint document
You can define what properties should be used as a logical
key for each Content Type (business document)
CMI – Configuration Applications
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Alternate File location needs to be linked to a CMI Content Type
CMI – Printing/Pre-processors
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Live Demo
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Questions and Answers
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See Deltek Costpoint in the Solutions Pavilion
Attend Additional Sessions on Deltek Costpoint for More In-
Depth Information
GC-44: Technical Insight: Costpoint 7.0
GC-45: Looking Ahead at Deltek Costpoint Technology
GC-48: Extending Costpoint 7: Extensibility Services
GC-49: Technical Insight: Costpoint 7.0 Advanced Security
GC-50: Extending Costpoint: Web Services Integration
GC-52: Technical Insight: Costpoint 7.0 Configuration
GC-322: Costpoint 7 - The User Experience
Learn More
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Thank You!