Part 1: Deltek Costpoint Cloud Integration Setup

Deltek Costpoint Cloud ODBC

Open Database Connectivity (ODBC) allows Mosaic to establish a secure, read-only connection to your Deltek Costpoint database to fetch data directly from your Deltek Costpoint database.

Prerequisites:

• Setting up ODBC (Read Only) access to your SaaS data.
  • Read only ODBC access to your Deltek Costpoint database is provided by the Hybrid Data Pipeline ODBC client driver.
  • ODBC connectivity is only available for your production database. You cannot use ODBC to connect to any sandbox or non-production databases.

Submit the ODBC Service Request

To submit the ODBC Read Only Access service request:

• Step 1: Your company’s SaaS Customer Administrator should log into the Deltek Support Center and navigate to the Deltek Cloud Solutions page.
• Step 2: In the Service Request section, select the ODBC Read Only Access radio button.
• Step 3: Click the link in the Service Request to download the spreadsheet that should be used to log all
  changes to ODBC access. The spreadsheet can also be downloaded from KB Article # 107175.

4. Under User Access Form, select Choose File and upload the completed spreadsheet from step 3
   above.
5. Click Submit.
   Upon submission, a dialog box displays containing the Case No. for the request and a link to Manage
   Cases, where the case can be viewed or updated.
6. Upon the completion, Deltek will notify the new account holder via email with the credentials and
   configuration settings needed to connect to the ODBC service.

• Additionally, the SaaS Administrator will receive a confirmation email when the request is completed.

ODBC Requirements

After completing the steps above, to connect to your ODBC connection we would need the following details which should have been provided to you as part of your service request to have Deltek Costpoint ODBC enabled.

• Hybrid Data Pipeline Sources
  • ODBC Hybrid Data Pipeline Source - Transaction Schema
  • ODBC Hybrid Data Pipeline Source - TE Transaction Schema
• Service (if provided)
• Port Number (If provided)
• The username and password for a user with permissions to access your ODBC connection

These details are normally either in the service request ticket, or would have been emailed to you as part of the ODBC set up. If the username and password provided were for a user that you do not wish to share with Mosaic, you may create a new user in Deltek Costpoint and request that it be granted access to your ODBC connection.

Part 2: Integrate with Mosaic

Connect to Deltek Costpoint Cloud in Mosaic

Once you have received all the ODBC requirements from Deltek, please proceed to entering the credentials on Mosaic.

1. Login to Mosaic and navigate to the company settings from the Home screen

2. Select Integrations from the Settings menu

3. Select Deltek Costpoint from the financial options

4. Enter the following information and click Connect
   1. ODBC Username for a user with permissions to access your ODBC connection
   2. ODBC Password for the above user
   3. ODBC Hybrid Data Pipeline Source - Transaction Schema
      1. This usually starts with CPTRAN
   4. ODBC Hybrid Data Pipeline Source - TE Transaction Schema
      1. This usually starts with TE
   5. ODBC Service URL