This section describes how to create automatic approvals and automatic distributions using Dot NET. Before completing the procedures, you should also have Visual Studio 2005 installed on the developer’s machine.

Complete the following procedures to create the Auto Distribution and Auto Approval DLL using the eglexternalizer_intfc interface.

Topics Covered in This Section

Creating the Auto Distribution DLL in DOT.NET

Creating the Auto Approval DLL in DOT.NET

Using Auto Approvals and Auto Distributions in PACE

Create the Auto Distribution DLL in DOT.NET

To create the Auto Distribution DLL in DOT.NET:

1. Open Visual Studio 2005.

2. From the File menu select New Project and then select Class Library under Visual Basic.
   You see the New Project dialog box template. The project is named TestAutoDistrib.

   

3. The project is created with default class name Class1.VB. Rename the project with the required file name. In this procedure, the file is renamed to TestAutoDistrib.VB.

4. Click OK.
   You see the Add Reference dialog box.

   

Add Reference Dialog Box

1. Select the Browse tab, and add the EglExternalizer interface DLL (eglexternalizer_intfc.dll) reference from this location. C:\Program Files\Eagle Investment Systems\VS2005Addin.

2. Add imports ElExternalizer_intfc inside the TestAutoDistrib Class:Imports Eagle.eglexternalizer_intfc Public Class Distribute End Class

Implorts Eagle.eglexternalizer_intfcPublic Classement the EGLExternalizer IPACEDISTRIBUTE method. Add Distribute method.

Imp TestAutoDistribImplements Eagle.eglexternalizer_intfc.IPACEDistribute

Public Sub Distribute(ByVal FileName As String, ByValParameters As String)ImplementsEagle.eglexternalizer_intfc.IPACEDistribute.Distribute

End Sub

End Class

Inside the Distribute method, write the code for custom distribution.

Create the Auto Approval DLL in DOT.NET

Complete the following procedure to create the Auto Approval DLL in DOT.NET.

Repeat the Auto Distribution’s step 1 through 6.

Implement Eagle.eglexternalizer_intfc.IPACEAutoapproval. Add the CheckForApproval method.

Public Class TestApprovalImplementsEagle.eglexternalizer_intfc.IPACEAutoApproval

Public Sub CheckForApproval(ByVal FileName As String, _ByVal OnBehalfOf As Object, ByVal OnBehalfOfType AsEagle.eglexternalizer_intfc.eOnBehalfOf) _ImplementsEagle.eglexternalizer_intfc.IPACEAutoApproval.CheckForApproval

End Sub

End Class

Using Auto Approvals and Auto Distributions in PACE

Set Up Auto Approvals

To set up Auto Approvals:

On the Maintain Approvals dialog box, select Create New Approval or right-click and select Create New Approval.

The Create New Approval dialog box appears.

Create New Approval Dialog Box

Select the criteria in the This Approval is based on section. Click Next.

The Approval Users tab of the Create New Approval dialog box appears.

Create New Approval - Approval Users Tab

Select the User/Business Group to approve this Approval.

Select options in the Approval Stage section.

Select options in the Approval Expires section.

Select DOTNET as the Interface Type under User Defined Approval.

Enter the Approval DLL name.

Click Finish.

Auto Approval setup is complete.

Set Up Auto Distribution

Complete the following procedure to set up Auto Distribution:

In the Maintain Approvals dialog box, from the Go to another component drop-down, select Client Reporting ->Custom Distributions.

Maintain Approvals Dialog Box

The Custom Distributions dialog box appears.

Custom Distributions Dialog Box

Click Add.

The Add Custom Distribution dialog box appears.

Add Custom Distributions Dialog Box

Enter a distribution name in the Distribution Name field, and short distribution name in the Short Distribution Name field.

In the Distribution Type field, select Dot NET Interface.

In the Dot Net Assembly Name field, enter the DLL name.

In the Output Type section, choose Advanced Report (*.adv).

In the Parameters field, select any applicable parameters.

Click Save.

Auto Distribution setup is complete.