Add an ESI

  1. In the navigation menu, click Administration > External System Integration.
  2. On the External System Integration page, click Add.
  3. On the Properties tab:
    1. Select a connection to your external system. If there are no connections, The ESI configuration for your BOE Pro installation is incomplete or incorrect. You can download the BOE Pro ESI Configuration Guide from the Deltek Software Manager.
    2. Enter a name for the ESI.
    3. Enter a description of the ESI. (Optional)
    4. Enter the number of days that actuals from the ESI remain valid after being added to text in a BOE section. (Optional)
    5. Click Create.
  4. On the Fields tab, click Add to create Text or List fields. If you create a List field, click Edit Values for Selected to also create the list's values.
    • You can drag existing fields to different positions to change the order in which they appear.
    • You can edit the Results field to change its name. Its Display and Required settings are always enabled.
    • You can edit the Date field to enable its Display and Required settings. To use it as a search criteria field and include its data in the results, select Display. To exclude its data from the results and only use the field as a search criteria field, clear Display. To require people to enter a value in the field, select Required.
  5. On the Formatting tab, use the text editor to enter and format information about the fields and their data. When someone inserts a table of the actuals into a BOE section, your formatted text is also included.
    • You can reference a field in the text editor by typing the @ character followed by the field name. In the text of a BOE section, the field value replaces the referenced field.
  6. Click Close.