Authentication

Getting Started

There are three steps to authenticate Agave with your Deltek ComputerEase instance:

1. Set up ODBC access,
2. Grant API access, and
3. Install and enable the Agave Connector.

As a reminder:

1. For single-tenant hosted (cloud) instances of ComputerEase, you will need access to the Desktops view in the ComputerEase website. Note, you typically need Admin-level permissions to access this view.
2. For on-premise instances of ComputerEase, we recommend having an ability to log into the ComputerEase server with a user that has Admin-level permissions.

Step 1: Set Up ODBC Access

note

The following step applies to both single-tenant hosted (cloud) and on-premise ComputerEase instances.

1. From the Citrix Workspace view, press ODBC Setup. This action executes a process that sets up ODBC Access for your ComputerEase instance.

2. To verify this action worked, log into the Desktop view. From the Windows Taskbar, open ODBC Data sources (64-bit):

3. In the User DSN tab, you should see a list of Company Names:

note

If you do not see the Company Name in this step, we recommend contacting Deltek Support and ask them to enable an ODBC access for your Desktop ComputerEase instance.

Step 2: Grant API Access

Enable API access in ComputerEase, then enter those credentials in Agave Sync. These credentials allow Agave to push data from your Project Management system into ComputerEase.

Creating an API Access Management User

1. From the Deltek ComputerEase homepage, go to Configure->API Management->API Data Access Management:

2. Keep Group Name to "(new)", and press OK:

3. For Name, enter "Agave". Then enable all of the modules you plan to use in the integration and press OK:

4. Press Cancel and navigate to the API Access Management view:

5. Press New, and enter the following details:
   • A Name for the API Application Key (e.g. "Agave Integration"),
   • An Email to send the API Application Key details to (this can be your email), and
   • Any Access Groups you would like to associate with this integration (e.g. "Agave")

6. After creating this API Access Management user, you will receive an email with API Application Key Details. Press Close and go to your email.

Entering API Key Details

1. Navigate to the inbox of the account you used for the API Access Management User. You should have received an email with a link to API credentials:

2. Open the link, and you should see an API Key and Refresh Token. You will enter these in Agave Sync in the next step.

note

You can ignore the API Key ID value.

Step 3: Install and Enable Agave Connector Access

Install the Agave Connector and enter the API credentials from the previous step. ODBC access through the Agave Connector allows Agave to read data from ComputerEase and sync it to your Project Management system.

Downloading the Agave Connector

1. Navigate to the Agave ERP Sync tool Settings screen and follow the prompt to connect ComputerEase.

2. Select Yes, enable API integration. Enter the API Key and Refresh Token from the previous step. Leave API URL as https://api.computerease.com unless your ComputerEase instance uses a different URL.

Continue in the Agave UI and click on the Agave Connector hyperlink to download and install the Agave Connector app before clicking Create Account.

tip

For on-premise customers, we recommend installing the Agave Connector on the server used to host Deltek ComputerEase instead of a user's workstation.

Some customers also choose to run the Agave Connector on a separate account (rather than admin) on the host machine. Ensure you install the Agave Connector while signed in with the account that will run it.

3. Open the Agave Connector and press Add Account. Then select ComputerEase as your Source System.

4. Input the Company Number, Username, Password, and Application Path for your ComputerEase user you use in Agave Sync. Then press Test and Save.

note

The Username and Password can be the same login details you use in ComputerEase.

tip

For ComputerEase single-tenant hosted instances, the Application Path will always be X:\ComputerEase\mmr.exe.

For ComputerEase on-premise instances, the Application Path will map to the root of the ComputerEase installation directory.

5. In the Agave Sync view, add the Account ID and Account Token to the Agave Connector view. Input these details in the next screen of the Agave Connector and then press Test and Save:

6. In the Agave Sync view, press Validate Connection. Agave will now be connected to your ComputerEase account:

Step 4: Keep the Agave Connector Online (Single-Tenant Hosted Only)

For single-tenant hosted ComputerEase customers, the Citrix Desktop resets overnight. This shuts down the Agave Connector, which Agave needs in order to read data from your ComputerEase instance.

To prevent this, we recommend opening a support ticket with Deltek immediately after installing the Agave Connector to request that it stay online continuously.

1. Go to Deltek Support.
2. Submit a case with the following details, then press Next:
   • What is your question or issue: Enable Agave Connector on Citrix Desktop Server
   • Detail: We are looking to enable the Agave Connector on our Citrix Desktop Server. Could you route this ticket to Liberty Center One (LCO) to implement?
   • Deltek Product: ComputerEase
   • Severity Level: S4-General
   • CC: the email address of your Agave Account Manager

3. On the next screen, select Cloud as the product area and Application as the question type, then press Next.

4. On the final screen, scroll to the bottom and press Finish Submitting Case.

note

This step only applies to single-tenant hosted instances. On-premise customers can skip it, since the Agave Connector runs on a server you control.