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Deltek Insight 2011: Automating Cobra 5.1 Functions & Reporting using Batch Processing

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  • 1. EPM 219:AutomatingCobra 5.1Functions &Reporting usingBatch ProcessingInsight 2011Presented byJamie Forgan, Deltek
  • 2. Agenda• What is Batch Processing• How Can it Help Me• How Does it work• Demonstration2 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 3. Key Takeaways• Batch Processing: • Powerful tool that helps streamline running of Cobra processes • Is easy to setup and maintain • Can be automated to run regularly without any user intervention • Supports a number of important key Cobra processes and Reports • Scripts can be built using an Cobra Batch Processing utility3 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 4. What is Batch Processing?• Method of automating the running of Cobra functions• Driven from a “batch script”• Does not require user interaction• Can be initiated using Windows Scheduler• Supported by all Cobra deployment models including N-Tier• Batch API4 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 5. How Can Batch ProcessingHelp Me?• Automate repetitive tasks• Reduce manual effort• Reduce mistakes• Reduce training requirements• Enforce standards and control interaction with external systems• Automate heavy processing tasks outside of regular hours5 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 6. Batch Processing Parts • Text file that defines what processes to run Batch Script • The program that reads the script and executes the Cobraprocesses Cobra.API.exe • Windows shortcut, or Command to run • Command line statement, or API • Windows batch file6 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 7. The Batch Script• Text file• Defines each Cobra process to run• Each process listed in separate „section‟• Supports up to 999 consecutive processes• Processes read sequentially7 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 8. [Settings] Applies to all <setting 1>=<setting 1 value> processes <setting 2>=<setting 2 value> [Process001] ProcessID=<process id> <setting 1>=<value 1> <setting 2>=<value 2> ... Applies to individual process [Process002] ProcessID=<process id> <process 2 setting 2>=<process 2 value2> <process 2 setting 3>=<process 2 value 3> ...8 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 9. Script Sections• Example: [Process001] ProcessId=IntegrateActualCosts ConfigurationName=LoadActuals TransactionFile=C:Actuals.csv9 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 10. Supported ProcessesAdvance Calendar Project BackupANSI X12 Export RecalcApportionment ReclassBatch Report Replace ResourcesCalculate EV RespreadCalculate Forecast RestoreCobra Spread SQL CommandsCopy Project Update TotalsDelete Project Update TphaseIntegrate Ancillary Data Validity CheckIntegrate Actual Costs wInsight ExportIntegrate Project Data10 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 11. Windows Command• Three parts: • Cobra.api.exe • Script file • User Id and password (optional)• Start the API using the script „c:myscript.txt‟ • C:...Cobra 5Cobra.api.exe script:c:myscript.txt• Start the API using the script c:myscript.txt and login as user smith • C:...Cobra 5Cobra.api.exe script:c:myscript.txt user:smith/apwd11 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 12. How Does Batch ProcessingWork? Script Command Cobra.API.exe • You N-Tier: Server • Scheduler • Other Program Processing Cobra Engine DB• You Cobra.WinUI.exe12 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 13. Batch API Log• My DocumentsDeltekCobraLogsBatch.Api.Log Batch.Api.Log• Summary of batch results• Shows result of each process in script13 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 14. Process LogsFound on the Tools, Process Logs menuFilter logs by:• Project,• Master Project,• Process,• Batch Start Time14 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 15. Batch Security• EPM Security Administrator• Restrict Batch operations to specific Roles• Login ID checks against users in Cobra security15 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 16. Demonstration – Batch APIBackupAdvance CalendarLoad StatusLoad Actuals16 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 17. Batch Reports• Run group of reports at once• Assign filter and/or sort per report• Output to printer or disk• Output to subfolder based on period• Automate through batch processing17 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 18. Batch Reports18 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 19. Batch Reports19 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 20. Batch Report - Process[Process001]ProcessID=BatchReportBatchReport=My Group of Reports20 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 21. Demonstration – Batch API21 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 22. Batch API Builder• Standalone utility• Run on a machine that has Cobra installed• Helps build Batch API scripts• Cobra 5.1 and later• A work in progress, not supported… Yet.• Contact Customer Care for a copy 22 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 23. Cobra API Builder23 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 24. Demonstration – API Builder24 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 25. Conclusion• Batch Processing: • Powerful tool to help you streamline the running of your Cobra processes and reports. • Is easy to setup and maintain and can be configured using a Batch Processing Utility. • Can be automated to run regularly without any user intervention • Supports a number of important key Cobra processes and Reports25 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 26. Q&AQuestions?26 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  • 27. Call to Action• Get a copy of the API Builder!• Incorporate a Batch API process into your regular work.• Use Batch Reports and the Batch API to run your reports.