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EPM 219: Automating Cobra 5.1 Functions & Reporting using Batch ProcessingInsight 2011
Presented byJamie Forgan, Deltek
April 18, 20232
Agenda
• What is Batch Processing
• How Can it Help Me
• How Does it work
• Demonstration
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 20233
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 utility
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 20234
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 API
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 20235
How Can Batch Processing Help 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 hours
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 20236
Batch Processing Parts
• Text file that defines what processes to run
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Batch Script
Cobra.API.exe
Command to run API
• The program that reads the script and executes the Cobraprocesses
• Windows shortcut, or
• Command line statement, or
• Windows batch file
April 18, 20237
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 sequentially
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 20238 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
[Settings]<setting 1>=<setting 1 value><setting 2>=<setting 2 value> [Process001]ProcessID=<process id><setting 1>=<value 1><setting 2>=<value 2>. . .
[Process002]ProcessID=<process id><process 2 setting 2>=<process 2 value2><process 2 setting 3>=<process 2 value 3>. . .
Applies to all processes
Applies to individual process
April 18, 20239
Script Sections
• Example:
[Process001]
ProcessId=IntegrateActualCosts
ConfigurationName=LoadActuals
TransactionFile=C:\Actuals.csv
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 202310
Supported Processes
Advance Calendar
ANSI X12 Export
Apportionment
Batch Report
Calculate EV
Calculate Forecast
Cobra Spread
Copy Project
Delete Project
Integrate Ancillary Data
Integrate Actual Costs
Integrate Project Data
Project Backup
Recalc
Reclass
Replace Resources
Respread
Restore
SQL Commands
Update Totals
Update Tphase
Validity Check
wInsight Export
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 202311
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 5\Cobra.api.exe script:c:\myscript.txt
• Start the API using the script 'c:\myscript.txt' and login as user smith
• C:\...\Cobra 5\Cobra.api.exe script:c:\myscript.txt user:smith/apwd
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 202312
How Does Batch Processing Work?
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Cobra.API.exe
Cobra DB
Cobra.WinUI.exe
Script
Processing Engine
• You• Scheduler• Other Program
• You
Command
N-Tier: Server
April 18, 202313
Batch API Log
• My Documents\Deltek\Cobra\Logs\Batch.Api.Log Batch.Api.Log
• Summary of batch results
• Shows result of each process in script
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April 18, 202314
Process Logs
Found on the Tools, Process Logs menu
Filter logs by:
• Project,
• Master Project,
• Process,
• Batch Start Time
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April 18, 202315
Batch Security
• EPM Security Administrator
• Restrict Batch operations to specific Roles
• Login ID checks against users in Cobra security
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 2023 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved16
Demonstration – Batch API
Backup
Advance Calendar
Load Status
Load Actuals
April 18, 202317
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 processing
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 202320
Batch Report - Process
[Process001]
ProcessID=BatchReport
BatchReport=My Group of Reports
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April 18, 202322
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
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
April 18, 202325
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 Reports
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved