You must first establish a CMS connection between Costpoint and the Client Connector for Deltek Costpoint CMIS Proxy, which enables communication between Costpoint and the OnBase Application Server. The CMS connection is configured in the CMS tab of the Costpoint Configuration Utility.
See the Costpoint Configuration Utility documentation for more detailed instructions on configuring Costpoint.
The following table explains the major sections of the CMS tab as they pertain to setting up a CMS connection with OnBase. Additional settings may be necessary depending on the needs of your solution.
After making any changes in the Costpoint Configuration Utility, you must restart the Costpoint service for the changes to take effect.
|
Costpoint Field |
Description |
|---|---|
|
CMS ID |
Enter a unique name for the CMS connection between Costpoint and OnBase. |
|
Name |
Enter a unique name for the CMS connection. |
|
API Type |
Select CMIS. |
|
Connection URL |
Enter the URL to the IIS site for the Client Connector for Deltek Costpoint Proxy. For example: http://{machinename}/CMISInterface |
|
Security Mode |
Select Basic HTTP Authentication. Note:
Basic Authentication is required. |
|
User Password Confirm Password |
Enter the credentials for the OnBase service account configured for the Client Connector for Deltek Costpoint integration. Note:
The credentials used for the OnBase service account must match those of a local Windows user account on the machine hosting the CMIS Proxy. |