Automatic Approvals and Distributions

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.

   

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

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

7. Implement the EGLExternalizer IPACEDISTRIBUTE method. Add Distribute method.
   Imports Eagle.eglexternalizer_intfc
   Public Class TestAutoDistrib
   Implements Eagle.eglexternalizer_intfc.IPACEDistribute
   Public Sub Distribute(ByVal FileName As String, ByVal
   Parameters As String)
   Implements
   Eagle.eglexternalizer_intfc.IPACEDistribute.Distribute
   End Sub
   End Class

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

Create the Auto Approval DLL in DOT.NET

Create the Auto Approval DLL in DOT.NET:

1. Repeat the Auto Distribution’s step 1 through 6.

2. 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:

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

   

2. Select the criteria in the This Approval is based on section. Click Next.
   You see the Approval Users tab on the Create New Approval dialog box.
   

   

3. Select the User/Business Group to approve this Approval.

4. Select options in the Approval Stage section.

5. Select options in the Approval Expires section.

6. Select DOTNET as the Interface Type under User Defined Approval.

7. Enter the Approval DLL name.

8. Click Finish.
   Auto Approval setup is complete.

Set Up Auto Distribution

To set up Auto Distribution:

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

   

2. Select Client Reporting → Custom Distribution.
   You see the Custom Distribution dialog box.

   

3. Click Add.
   You see the Add Custom Distribution dialog box.

   

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

5. In the Distribution Type field, select Dot NET Interface.

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

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

8. In the Parameters field, select any applicable parameters.

9. Click Save. Auto Distribution setup is complete.