Deltek Insight 2012: Extending Costpoint - 7 Content Management

Extending Costpoint 7: Content Management

Dmitri Tyles, Director of Java EE Framework Development,

Deltek

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2 Copyright © 2012 Deltek, Inc.

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

Content Management Integration (CMI)

Features


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


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



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



























A user can link/view a document from SharePoint and sync up properties



A user can print a document to CMS by selecting an appropriate Alternate File Location

12/11/20129 Copyright © 2012 Deltek, Inc.

CMI – End User View

A user can import a document from CMS by selecting an appropriate Alternate File Location

Live Demo


Automated On-Boarding Processing with Costpoint 7

Resume Workflow

Web

Services

Costpoint Employee


Automated Invoice Processing with Costpoint 7

Invoices

Costpoint AP Voucher

New AP Voucher and Document link

Content

Management

Integration

Content Management Integration (CMI)

Configuration

12/11/201214 Copyright © 2012 Deltek, Inc.

CMI – Configuration Applications

After registering your SharePoint instance in Costpoint Configuration Console you

can proceed with enabling/configuring CMI integration in Costpoint applications

First you need to create a content type




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


You need to link Costpoint content type with applications where it will be used




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)



Alternate File location needs to be linked to a CMI Content Type

CMI – Printing/Pre-processors

Live Demo


Questions and Answers


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

Thank You!

Date post:	18-Jul-2015
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