Passing Null Keyword Type Values to Costpoint - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

Additional configuration is required to pass null Keyword Type values from IAConnect to Costpoint. Using the IFNULL placeholder indicates to Costpoint that a certain field does not contain data in IAConnect.

Configuration of the IFNULL placeholder involves making changes to the Web.config file of the Costpoint Import Service and the CIWS XML definition template files.

Note:

Contact your first line of support for more information on which Keyword Types in your solution should be configured to pass null values to Costpoint.

Follow these steps to configure the Web.config file:

  1. Open the parent Web.config file for the Docs for Deltek solution. In a typical installation, this file is located on your web server under the Docs for Deltek root virtual directory path \\DocsForDeltek.
  2. Locate the appSettings section.
  3. In the ExtraPlaceHoldersFields key, populate the value setting with the names of the Keyword Types for which you want to pass null values. Separate multiple Keyword Types with a double pipe delimiter (||).

    For example:

    <add key="ExtraPlaceHolderFields" value="PO_LN_NO||INVOICE NUMBER||CUSTOMER NUMBER||INVOICE DATE||HEADER NOTES"/>

  4. For each Keyword Type registered in the ExtraPlaceHolderFields key, add a key within the appSettings section that specifies what the placeholder will replace if the Keyword Type value is null.

    For example:

    <add key="INVOICE NUMBER_IFNULL" value="xsi:nil=&quot;true&quot; xmlns:xsi=&quot;http://www.w3.org/2001/XMLSchema-instance&quot;"/>

  5. Locate the ExtraPlaceHolders key and make sure it is set to value="IFNULL". If this key is not already in the file, add the following key within the appSettings section:
    < add key="ExtraPlaceHolders" value="IFNULL"/>
  6. Save the Web.config file.

    Next, follow these steps to configure the CIWS XML template files. The following steps must be completed for each Keyword Type for which you want to pass null values:

  7. Open the template file containing for the Keyword Type that you want to configure. In a typical installation, these template files are located in the folder <Costpoint Import Service Root>\bin\content.
  8. Locate the mapping for the Keyword Type to configure.

    For example:

    <INVC_ID>%%INVOICE NUMBER%%</INVC_ID>

  9. Modify the opening tag for the mapping to incorporate the IFNULL placeholder.

    Inside the opening tag, insert a space after the original tag name and add the placeholder %%[Keyword Type]_IFNULL%%, where [Keyword Type] is the name of the Keyword Type being configured.

    For example:

    <INVC_ID %%INVOICE NUMBER_IFNULL%%>%%INVOICE NUMBER%%</INVC_ID>

    Note:

    Make sure that the IFNULL placeholder is placed inside the opening tag, not between the opening and closing tags. Also make sure that there is a space between the original tag name and the IFNULL placeholder inside the opening tag.

  10. Save the template file.