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Customization of Integration Process

The integration process provides hooks to allow custom applications to run before importing the schedule data into Cobra. This enables further validation of information, a reformat of the schedule data, or conversion of the schedule in a format that the standard integration supports.

The Integration Wizard places the data in a normalized set of temporary tables, pauses to see if there are custom hooks defined, executes any custom hooks, continues with the validation of data, and then imports the data into Cobra tables.

You can view these temporary integration tables by choosing to publish temporary integration tables on the Integration tab of the Application Preferences dialog box.

When importing project data, there are two points in the integration processing cycle:
  • Pre-Load Process: This occurs before starting the Integration Wizard and can be used to change the selections in the Integration Wizard.
  • Pre-Save Process: This occurs after the data is retrieved from the schedule but is not yet validated. This is where most custom applications run.

When importing actual costs, the custom hooks run after the data is imported into the temporary tables and before validation occurs.

When importing project data, you can stop the process if an error occurs in your custom application. This feature is useful if your custom hook is performing extra validations and you do not want the data to be imported if certain conditions exist.

Pre-Load Process

After extracting data from the schedule, data is stored in temporary tables located in the Cobra temporary folder. The temporary folder is a Windows temporary folder and can be accessed using the variable goApp.cTempPath. Data in these tables can then be filtered, summarized, or modified to meet your specific needs through a custom application before it is validated, processed, and loaded into the Cobra tables.

Pre-Save Process

The integration process loads data into LINK tables prior to the data being saved to the Cobra database. A custom application can be executed prior to saving the data in the Cobra tables that will have access to the data in the LINK tables. Before the data is saved to the Cobra tables, you can modify or enhance them by adding codes to meet your specific needs through a custom application.

Note: To know which fields to use to define custom processes for the Integration process, refer to Customization of Processes.