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Autodesk Construction Cloud Integration

Egnyte’s native Autodesk Construction Cloud (ACC) Integration allows users to establish a 1-way sync from Autodesk Docs into Egnyte. The sync will copy files and folders and can also sync project metadata from ACC, keeping significant project details like project status, deadlines, and more updated across both platforms.

This integration is available on all plans with the Project Hub except for Platform Business or AFS plans. Contact your account manager or Egnyte Sales team for more information.

 

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Configuration

Creating a Sync

Managing Existing Connections

Limitations

 

Configuration

The native Autodesk Construction Cloud integration relies on customer keys. Before configuring the integration on Egnyte, first set up a Developer Hub. Depending on the needs, choose between a free or paid offering.

Once a Developer Hub is created, sign into an Autodesk Platform Services (APS) account and follow the steps outlined below to create an application.

It is recommended that the application is created by an ACC account administrator. Only ACC account admins can add the application as a custom integration (step 4 below). This account admin should have access to the Docs module for any projects that are desired to sync from ACC to Egnyte.

To configure the App, follow the steps outlined below.

  1. Create an APS account if one has not been created one already and then navigate to the My applications page under the profile icon. If an account already exists, signing in is required before accessing My Applications.
    Autodesk construction cloud inttegration 1.png
  2. Confirm that the correct Developer Hub is selected, and then choose Create application to get started.Autodesk construction cloud inttegration 2.png
  3. Provide a name for the application, select a Team Assignment and then select the Traditional Web App type, and click Create.
    Autodesk construction cloud inttegration 3.png
    After creating the application, copy the Client ID and Client Secret to be used when configuring the integration from Egnyte.
    Autodesk construction cloud inttegration 4.png
    Scroll down to the General Settings and set the Callback URLs.  There are 2 Callback URLs that should be added, based on where the Secure & Govern (S&G) tenant is located:

    • US:
      -https://us-partner-integrations.egnyte.com/autodesk-construction-cloud/login/oauth2/code/autodesk
      -https://usc1.egnyteprotect.com/connectors/autodesk-connector/sources/connect
    • EU:
      -https://partner-integrations.egnyte.com/autodesk-construction-cloud/login/oauth2/code/autodesk
      -https://euw1.egnyteprotect.com/connectors/autodesk-connector/sources/connect
    Autodesk construction cloud inttegration  - add callback Uri.png
    To find where the S&G tenant is located, login to the Egnyte S&G account and view the URL of the web browser. If the URL begins with usc1, the tenant is located in the US, if it begins with euw1, it is located in the EU.
    Autodesk construction cloud integration 5.png
    After setting the Callback URL, select Save changes.
     
  4. Now that the application is created, associate the application with an Autodesk Construction Cloud account. To do this, login to ACC and go to the Account Admin page and select Custom integrations.
    Autodesk Construction Cloud Integration 6.png
    Select the Add custom integration option.
    Autodesk Construction Cloud Integration 7.png
    Populate the respective fields in the ensuing modal and select Add.
    Autodesk Construction Cloud Integration 8.png
    Now that the application is created and ready for use, follow the steps below to configure the Autodesk Construction Cloud integration directly from Egnyte.

     
  5. Select the Apps & Integrations page directly from the Egnyte Web UI.

    Only Egnyte admins can make configuration changes on this page.


    Autodesk Construction Cloud Integration 9.png
  6. Find the Autodesk Construction Cloud tile and select Enable Integration.

    There is a similar looking tile called ACC Connect (Workato). Please be sure to select the tile called Autodesk Construction Cloud.

    Autodesk construction cloud inttegration 10.png
  7. Select Start configuration and populate the Client ID and Client Secret from step 3 above, and then select Save credentials.
    Autodesk Construction Cloud Integration 11.png
    Autodesk Construction Cloud Integration 12.png
  8. Update the Status option by enabling the integration for All users, for groups, or for (specific) users.
    Autodesk Construction Cloud Integration 13.png

    The Status only controls which users will see the option to configure Autodesk Project sync in the Web UI. Even if a user is granted this permission, they still require Full permissions on the Egnyte folder(s) to establish a sync.

  9. The final step before creating a sync is to validate that the Egnyte source from Secure & Govern > Settings > Content Sources is in a healthy Monitoring status.
    Egnyte source.png
    If this Egnyte source is in an Error state, the integration will not work properly. For more information on managing this source, click here.

    An Autodesk source will not be shown in the UI under Cloud Content Sources as a result of this sync integration.

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Creating a Sync

Once the integration is configured on the domain, users with permissions to configure a sync will be able to see the Autodesk Project Sync option within the More menu.

Autodesk Construction Cloud Integration 14.png

Selecting this option will open a modal where the user will need to authorize access to the previously created application. Select Allow to proceed.

Autodesk Construction Cloud Integration 15.png

From the ensuing modal, a user will need to populate the following:

  • Connection Name - A string field to help differentiate between other syncs
  • Select an Autodesk company - A dropdown field that will present Autodesk companies (accounts) in which the custom application has been added.
  • Select an Autodesk project - A dropdown field of projects available for sync in the previously selected Autodesk company.

    Some projects may be disabled in this list because they are already syncing to Egnyte.

  • Select content to sync from the project above - A radio button to sync the Full project (all files and folders within the selected Autodesk Docs instance) or Selected folders where a user can selectively choose which folders they want to sync to Egnyte.

Once the above fields are populated, select Next to continue.

Autodesk Construction Cloud Integration 16.png

Step 2 of the configuration asks the user to select the respective root Project folder on Egnyte to be marked as a Project. It is likely that the target folder on Egnyte (indicated by the Connection initiated here label) is a subfolder of a larger project. In configuring this integration, Egnyte will also synchronize the Project metadata available in ACC to an Egnyte folder. Best practice is to point the metadata sync to the root project folder. Users can select the root Project folder in the folder tree and select Next to continue.

Autodesk Construction Cloud Integration 17.png

The last step of the configuration is to review and confirm the settings. Once verified, select Create connection to start the data synchronization process.

Autodesk Construction Cloud Integration 18.png

If the user creating the sync does not have access to Secure & Govern (S&G) and the Allow any power user in linked Egnyte domains to get access to Secure & Govern option is disabled, they will be auto-provisioned a seat in S&G with the E2E Read Only role. To learn more about this access level, click here

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Managing Existing Connections

To view the status of existing connections, users can select the More button (3 vertical dots) and then List of Synced Autodesk projects.

Autodesk construction cloud inttegration 19.png

This will redirect the user to the ACC Connections page within their Secure & Govern (S&G) instance. Alternatively, users can navigate here manually by opening their S&G instance from the app switcher, selecting Secure & Govern, and then Settings -> Connections -> ACC.

Autodesk construction cloud inttegration 20.png

Autodesk construction cloud inttegration 21.png

Autodesk construction cloud inttegration 21 part 2.png

By default, existing connections will be sorted by Connection Name, however users can sort by any of the columns by selecting the column header. 

Selecting the More button adjacent to a specific connection will open a menu with a number of actions that a user can take on the respective connection.

Autodesk construction cloud inttegration 22.png

  • View details - This will open a modal where users can find additional details about their connection such as which ACC folders were selected for sync, or details on any skipped files.
  • Rename connection - Users can provide a new Connection Name
  • Pause connection - This will pause the sync and prevent any updates from syncing from ACC to Egnyte. The connection will remain paused until a user selects the Resume connection option.
  • Remove connection - This will sever the sync, and any future changes in ACC will not sync to Egnyte. The connection will also be removed from this dashboard.
  • Resume connection - This option will only show on connections that are in Paused status. This will restart the sync and updates made in ACC will begin syncing to Egnyte.

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Limitations

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