RUNNING JOBS FOR DELTEK RESOURCE PLANNING INTEGRATION

You need to perform the steps in this section after creating a Parameter ID on the Transfer Resource Planning Data screen and selecting the types of data that you want to include in the integration.

The current integration between Costpoint and Deltek Resource Planning uses the screens in the Job Management module of Costpoint Administration. You will need to set up email accounts and notifications, create a job for the Transfer Deltek RP Data process, submit the job to a queue, and then start the Job Server where the Job Queue is assigned. Complete the following procedures to set up jobs and run the integration process:

Set Up Email Accounts for Notifications

  1. Go to the Configure System Settings screen (Administration > System Administration > System Administration Controls).

  2. Click the Batch Job tab and enter the correct email information in the Successful Email List and Unsuccessful Email List fields.

Enable Notifications When Batch Job Completes

  1. Go to the Manage Users screen (Administration >System Security > System Security).

  2. Click Query, and enter the User ID of the person who runs the integration process.

  3. On Form view, click the Information tab, and select the Notify When Batch Job is Completed check box.

  4. Click Save.

Specify Submission, Retry, and Notification Parameters

  1. Go to the Configure Application Batch Job Settings screen (Administration > Job Management > Job Management Controls).

  2. Enter the corresponding values for the following fields:

  3. Application — AOPRPDAT

  4. Process — AOPRPDAT_PROCESS

  1. Enter your preferences for the following fields:

  2. Enable Interactive execution

  3. Queue

  4. Batch Mode Priority

  5. Number of Retries

  6. Retry Period

  7. Send Successful Emails

  8. Send Unsuccessful Emails

  9. Allow Queue to be Changed

  10. Allow Priority to be Changed

  11. Click Save.

Create a Job Group

  1. Go to Manage Job Groups screen (Administration > Job Management > Job Management Codes).

  2. Click New and enter a new job group ID.

  3. Click Save.

Create a Job for the Transfer Resource Planning Data Process

  1. Go to the Manage Jobs screen (Administration > Job Management > Job Management Codes).

  2. Enter or select values in the following fields:

  3. Job ID — Enter a unique identification code for job.

  4. Description — Enter a description for the job.

  5. Job Group — Enter, or click to select, the job group that you created on the Manage Job Groups screen.

  6. On Application Failure — Select the Use Default, Halt, or Continue check box.

  1. On Job Operations table, click New and enter or select applicable values in the following fields:

  2. Sequence — Enter a unique sequence number for running the application.

  3. Module — Enter SY (System).

  4. Application — Enter, or click to select, AOPRPDAT. The Application Name field should display Transfer Resource Planning Data.

  5. Parameter — Enter, or click to select, the Parameter ID that you created on the Transfer Resource Planning Data screen. The Parameter Description field should display the information associated with the selected ID.

  6. Process — Enter, or click to select, AOPRPDAT_PROCESS. The Process Name field should display Transfer Deltek RP Data.

  1. Click Save.

Create a Job Queue

  1. Go to the Manage Job Queues screen (Administration > Job Management > Job Management Codes).

  2. In the Job Queues group box, click New and enter a Job Queue ID that you will use for integration.

  3. Click Save.

Create a Job Server

  1. Go to the Start/Stop Job Server screen (Administration > Job Management > Job Management Processing).

  2. On the Job Servers table, click New to create a new row and then enter information for the job server that you will use for the integration.

  3. Click Save.

  4. In the Job Servers table, select the job server line that you just created.

  5. In the Assigned Job Queues table, click Query and select the job queue that you will use for the integration.

  6. Click Save.

Submit the Job ID to a Job Queue

  1. Go to the Submit Job to Queue screen (Administration > Job Management > Job Management Processing).

  2. In the Query function, enter the Job ID from the Manage Jobs screen that you created for the Transfer GovWin Management Data process, and then click Find.

  3. Enter, or click to select, the Job Queue to which the job will be assigned.

  4. Select the Notify When Job is Completed check box, and then click Submit to Queue.

Verify the Status of the Submitted Job

  1. Go to the Manage Job Queues screen.

  2. Click Query, and enter the Job Queue that you entered on the Submit Job to Queue screen.

  3. In the Scheduled Jobs group box, verify if the table displays the submitted job with a status of Scheduled.

  4. Take note of the Server Name of the Job Queue which is displayed in the Attached Servers group box. You will enter this Server Name on the Start/Stop Job Server screen.

Start the Job Server

  1. Go to the Start/Stop Job Server screen.

  2. In the Job Servers group box, select the Server Name where the Job Queue has been assigned, and then click Start. The server status should be Running and you should receive email notifications after the process completes.

    You can view the status of your jobs on the View Action and Report Status screen under the following location: Administration > Job Management > Job Management Reports/Inquiries.