In order for Costpoint – SilkRoad Integration to work, you must enable SilkRoad integration in the Costpoint Configuration Utility and enter the proper connection settings.
To configure the Costpoint – SilkRoad Integration connection settings, complete the following steps:
Open the Costpoint Configuration Utility and click Costpoint tab » SilkRoad tab.
Select the Enable SilkRoad Integration check box to allow the integration.
Enter the SilkRoad Connect Secure FTP details in the Secure FTP Interface Configuration group box.
Connection URL — Enter the SilkRoad Connect Secure FTP site. For example, https://secureftp.silkroad.com.
User — Enter the Secure FTP user name.
Password and Confirm Password — Enter and confirm the password of the Secure FTP user.
Buffer Size — The default value is 100. Do not change the value in this field unless you have specific reasons for the change.
SFTP Export Folder — Enter the folder/subfolder where the CSV files will be exported when you run Transfer SilkRoad Data screen process.
SFTP Import Folder — Enter the folder/subfolder where the CSV files will be imported when you run Transfer SilkRoad Data screen process.
Click Test in the Secure FTP Interface Configuration group box to check if the settings are correct.
Enter the SilkRoad RedCarpet web services interface details in the Web Service Interface Configuration group box.
Connection URL — Enter the URL for SilkRoad web services
User Name — Enter the user name for the web services URL.
Password and Confirm Password — Enter and confirm the password for the web services URL.
Click Test in the Web Service Interface Configuration group box to check if the settings are correct.
Restart all WebLogic servers or run the Rebuild Global Settings screen to allow the changes to take effect.