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. 
 
