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Setup the Arena Integration

Updated over a week ago

Pre-set up - Please make sure the following are in place before setting up the integration. You can work with your Arena point-of-contact to accomplish the following

  1. Make sure you have a machine user available for this integration (each integration in Arena requires its own machine user)

  2. Make sure your account is set to access policies

  3. Make sure your SA updates your account to turn on the feature flag for “OnShape Connector”

In Arena

Creating OAuth application

  1. Go to workspace settings → Oauth applications and click on + icon

  2. Enter the following details and click create

  3. Click on Download JSON and store it

Creating Machine user

  1. Go to Workspace settings -> <Company Name> Employees -> Machine Users and click on New Machine User

  2. Enter a name, email and password for the machine user

  3. Select the following options and click Create Profile

    • Administrator → No

    • Status → Enabled

    • Login conflict resolution → Terminate existing session and Allow new login

  4. Select your workspace and click Select workspaces

  5. Chose Full Access and Click Assign Access

  6. Click on the Machine user you just created and click on the Dropdown just beside the edit icon

  7. Click on generate token, Click on generate, Copy the code and store it and click on save

  8. Go to Workspace Settings → Workspaces → Users →Access→ Machine and select the machine user you have created

  9. Select the policies tab and click on + icon

  10. Select all the policies and click Add

  11. Go to workspace settings → integrations → integrations and chose Bild Outbound-Event

  12. Scroll down and click the edit icon beside administrators

  13. Chose the machine user you just created and click on configure administrators

Creating Webhook

  1. Go to workspace settings → Integrations → Webhooks and click on the + icon (If you can’t see an option called webhooks reach out to arena to enable it)

  2. Enter the following details

    { "companyID": "TO BE PROVIDED BY BILD" }
    • Authentication → No Authentication

    • Number of Attempts → 3

  3. Click on create

  4. If your webhook isn’t already enabled hover over actions and click on “Enable webhook”

  5. Scroll to the bottom and click on the + icon beside integrations ,chose “Bild-Outbound-Event” and click save (If you can’t see the integration contact the arena support)

Creating Trigger

  1. Go to workspace settings → Integrations → Triggers and click on the + icon (If you can’t see an option called triggers reach out to arena to enable it)

  2. Enter the following details

    • Name→ Change Effective

    • Resource → changes

    • Action→ workflow

    • Category→ Select all

    • From Lifecycle status → chose the following options . (Everything except completed and effective)

      1. Submitted

      2. Approved

      3. Expired

      4. Rejected

      5. Open and Unlocked

      6. Open and locked

      7. Submitted for Routing

      8. Cancelled

    • To Lifecycle status→ Effective

    • Effectivity type→ Any

    • Conditions → Unconditional

  3. Click on create

  4. Scroll to the bottom and click on the + icon beside integrations ,chose “Bild-Outbound-Event” and click save (If you can’t see the integration contact the arena support)

In Bild

Integration Settings

Integration Setup

  1. Go to settings in bild in the top right corner and select Integraitons from the left panel

  2. Click on Arena card, and confirm to dialog box, you’d be redirected to a new view.

  3. Enter the Client ID, Client Secret, Authorization URL, Token URL and API URL from the JSON downloaded while creating OAuth Application

  4. Enter the workspace ID from the URL in workspace settings in arena

  5. Enter the webtoken generated while creating machine user

Metadata Mapping

  1. Field Mapping

    1. You can map data from Bild field to field present in Arena, you can do this by selecting against each category for Arena.

    2. Click Fetch Fields in integration setup when you dont see a arena field present, by default we prefetch all fields.

  2. Files to Push

    1. Files that you want to push during sync. This is required step.

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