The Asite integration is configured per project. The following instructions outline how to configure the integration at a project level to allow users to import files from Asite into RFQs in Felix.

 

Who can use this feature?: To access the Integrations page for a relevant project, a user requires View all Projects and Manage Project Integrations security group permissions.

 

Creating a user in Asite for the Felix integration to use

Do you already have an Asite user for the integration? You can skip to "Connect an Asite project to Felix".

 

When connecting to Asite, Felix acts as an Asite user using the Asite API. How you manage users in Asite is ultimately at the discretion of you and your IT administrators, but we generally recommend starting with the concept of a "service user".

 

A "service user" is just a generic account with a clear name, like "Felix Integration" that would exist in Asite. For more information on the concept of service users, see Service users for Integrations.

 

At the time of writing, you are not able to complete the setup of a service user in Asite yourself. You will need assistance from Asite’s support team.

 

When contacting Asite and requesting the user to be created, you should provide them with the following:

• An identifying name for the user (e.g., "Felix integration")
• An email address for the user that you can access that is not already in use by someone who logs into Asite. You might need to talk to your IT team about this. The email address should be accessible by someone on your team in the event you need to reset the password of this user).

 

When requesting this from Asite, you also need to ask them to ensure that the following features are enabled for the user:

• API Access
• Concurrent API requests

 

This Asite user will also need permission to access the relevant Asite projects that you want, and will need to be able to call the following Asite API endpoints:

• Login API
• Workspace List API
• Workspace POI (Purpose Of Issue) List API
• Workspace DocStatus List API
• Document Search API
• Document Download API

 

Connect an Asite project to Felix:

1. Navigate to Projects from the main menu.
2. Locate the project that you would like to configure the integration for by using the quick search or filters.
3. Click on the Title of the project or hover over the ellipsis icon and select View from the options.
4. Go to Integrations on the left panel.
5. In the Document Management section, you will see an option to connect to Asite.
   
   
   
   
6. Click the Connect button
7. In the configuration screen, populate the required fields:
   
   
   
   

Email ID	The email ID for the Asite service user
Password	The password for the Asite service user
Project ID	The ID of the project you want Felix to connect to in Asite. This is typically a number like '1234567'. For more details on finding the Project ID, see "Finding the Project ID in Asite" below.

 

8. (Optional) Click the Test Connection button to ensure the credentials you entered are accurate. A green message will pop up if the connection is successful. If the connection is unsuccessful, you will get an error message.
9. Click Connect to finalise the connection.
   
   

Finding the Project ID in Asite

To find the ID of a project in Asite, you will need to log in to Asite, and view a file from that project.

 

When viewing a file, the URL in your browser will be similar to this:

https://adoddled.asite.com/adoddle/viewer/fileView.jsp?projectId=1234567%24%24vgSTPK&revisionId=...

The Project ID starts after the 'projectId=' and ends at the '%' symbol. 

In this example, the Project ID is '1234567'.