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
Make sure you have a machine user available for this integration (each integration in Arena requires its own machine user)
Make sure your account is set to access policies
Make sure your SA updates your account to turn on the feature flag for “OnShape Connector”
In Arena
Creating OAuth application
Go to workspace settings → Oauth applications and click on + icon
Enter the following details and click create
Name→ Bild
Authorized redirect URL → https://pdm.getbild.com/integration or https://gov.getbild.com/integration based on the environment
Click on Download JSON and store it
Creating Machine user
Go to Workspace settings -> <Company Name> Employees -> Machine Users and click on New Machine User
Enter a name, email and password for the machine user
Select the following options and click Create Profile
Administrator → No
Status → Enabled
Login conflict resolution → Terminate existing session and Allow new login
Select your workspace and click Select workspaces
Chose Full Access and Click Assign Access
Click on the Machine user you just created and click on the Dropdown just beside the edit icon
Click on generate token, Click on generate, Copy the code and store it and click on save
Go to Workspace Settings → Workspaces → Users →Access→ Machine and select the machine user you have created
Select the policies tab and click on + icon
Select all the policies and click Add
Go to workspace settings → integrations → integrations and chose Bild Outbound-Event
Scroll down and click the edit icon beside administrators
Chose the machine user you just created and click on configure administrators
Creating Webhook
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)
Enter the following details
Name→ Bild
Custom Payload →
{ "companyID": "TO BE PROVIDED BY BILD" }
Authentication → No Authentication
Number of Attempts → 3
Click on create
If your webhook isn’t already enabled hover over actions and click on “Enable webhook”
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
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)
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)
Submitted
Approved
Expired
Rejected
Open and Unlocked
Open and locked
Submitted for Routing
Cancelled
To Lifecycle status→ Effective
Effectivity type→ Any
Conditions → Unconditional
Click on create
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
Go to settings in bild in the top right corner and select Integraitons from the left panel
Click on Arena card, and confirm to dialog box, you’d be redirected to a new view.
Enter the Client ID, Client Secret, Authorization URL, Token URL and API URL from the JSON downloaded while creating OAuth Application
Enter the workspace ID from the URL in workspace settings in arena
Enter the webtoken generated while creating machine user
Metadata Mapping
Field Mapping
You can map data from Bild field to field present in Arena, you can do this by selecting against each category for Arena.
Click Fetch Fields in integration setup when you dont see a arena field present, by default we prefetch all fields.
Files to Push
Files that you want to push during sync. This is required step.