MANAGE ALTERNATE FILE LOCATIONS

Use this screen to set up alternate file location information for specific users and/or user groups. The data from this screen is used by Costpoint to identify the actual disc location/folders (network drives/folders) available to Costpoint users for accepting input files or writing output files.

You can designate an alternate file location in many of the Costpoint screens. This screen's fields are optional, however, with only one exception: if you have selected the Print to File check box as a delivery option in the Print Options dialog box (), you must specify an alternate file location, unless you prefer to use the Download option.

You can also link an alternate file location to a specific content type for a pre-defined Content Management System (CMS) interface. After you link the alternate file location to a content type, you can generate a report file or an export file and save it to the CMS. See Saving a File to a CMS for more information. You cannot establish an alternate file location for both an URL/folder and a CMS folder.

Set up new data in this screen after you have established users and user groups on the following screens:

• Manage Users

• Manage User Groups

Location

Alternate File Locations

Use the fields in this table window to set up alternate file location IDs, names, and URL/folders.

Alternate File Location ID

Use this field to enter an ID code for this alternate file location.

Name

Use this field to enter a new descriptive name for this Alternate File Location ID, or edit an existing name.

URL/Folder

Use this field to enter or edit the URL/folder data for this Alternate File Location ID.

The URL (Uniform Resource Locator) specifies the global address of documents and other resources on the World Wide Web. The first portion of the address indicates which protocol to use, and the second portion specifies the IP address or the domain name where the resource is located. For example, a URL (such as http://dltkas99:1234) could be used inside a workflow email message, and you could click on it and be launched directly to that web location.

Content Type

Use this field to enter, or click to select, the content type that you want to assign to files stored in a linked CMS. This content type must already be set up in the Manage Content Types screen.

Content Type Description

This field displays the description for the content type.

CMS Location

Use this field to enter, or click to select, the ID of the CMS location you want to assign to the generated content files.

CMS ID

Use this field to enter, or click to select, the ID of the CMS to which you want to link.

CMS Name

This field displays the description of the CMS.

Repository Name

Use this field to enter, or click to select, the name of the CMS repository to which you are linking.

CMS Folder

Use this field to enter, or click to select, the location of the CMS repository folder to which you are linking. This field is disabled if you did not enter a Content Type.

Assigned Users/User Groups

Use the fields in this table window to assign users/user groups to the alternate file locations. Users and user groups can access only the alternate file locations within Costpoint applications to which they are linked.

User/User Group

Use this field to enter, or click to select, users and/or user groups you want to link to the alternate file location. The selected user/user group, as applicable, is validated against those previously established on the Manage Users and/or Manage User Groups screens.

Name

This field displays the name associated with this user/user group.

Company

Use this field to enter, or click to select, the company to which this alternate file location and user/user group link applies.

ADD AN ALTERNATE FILE LOCATION

ASSIGN USERS/USER GROUPS TO AN ALTERNATE FILE LOCATION

• Table Information

  Changes to this screen update the following tables:

  • W_LOCATION_LIST

  • W_LOC_USER_LINKS

• FAQs

  How can I change or delete alternate file location data in this screen?

  In many Costpoint setup screens, established setup data is viewed as dependent data. In this circumstance, after the data is used in other setup and data entry screens, it cannot be deleted from the screen of original entry.  

  Although Costpoint validates alternate file location data at the point of entry, the dependent data rule is not followed in the case of deleting alternate file locations from this screen. You can delete alternate file locations on this screen, even if that location resides as data in another Costpoint screen.