Defining a new custom project

Custom projects can be created to use ERP types other than Lawson, SAP, Oracle, PeopleSoft and Infor as follows:

  1. type in the Library by selecting Add New ERP type window and defining the back-end.
  2. Define a connection to the new ERP.
  3. On the Project menu, click New or click the icon . The New Project window is displayed.
  4. Provide a name to identify the project.
  5. Provide a description for the project.
  6. Provide the name of the customer for whom the Insight is created.
  7. The latest installed Insight version will be automatically populated into the Insight Version field.
  8. Select the ERP type - Select the new ERP type created for the custom project.
  9. The GUID number for the new Insight is automatically populated in the GUID field.
  10. Provide a name for the Insight.
  11. Provide a friendly name for the Insight.
  12. Provide the Insight FQN Prefix.
  13. From the ERP Connection drop-down list, select the connection to connect to the source ERP. Selecting a connection is not mandatory at this stage, but users will need to associate a connection with the project before they can add tables from the source ERP into the project. Connections can be associated at a later date by clicking Project->Properties and specifying the name of the required connection.