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Authentication

Getting Started​

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

  1. Grant API access to Agave
  2. Enable ODBC access through the Agave Connector

Granting API Access (not required for most customers)​

The first step in authenticating Agave to use Deltek ComputerEase is to enable API access and enter the API credentials in Agave. These credentials allow Agave to push data from your Project Management system and other connected systems into ComputerEase.

Creating an API Access Management User​

  1. From the Deltek ComputerEase homepage, go to Configure->API Management->API Data Access Management:
  1. Keep Group Name to "(new)", and press OK:
  1. For Name, enter "Agave". Then enable all of the modules you plan to use in the integration and press OK:
  1. Press Cancel and navigate to the API Access Management view:
  1. 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")
  1. 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:
  1. Open the link, and you should see an API Key and Refresh Token. Use these details in the Agave API.
note

Note, you can ignore the API Key ID value.

  1. In the Agave API, press Next to proceed to the next part of authentication.

Enabling Agave Connector Access​

The second step in authenticating Agave to use Deltek ComputerEase is to enable ODBC access through the Agave Connector. This ODBC access allows Agave to read data from ComputerEase and sync it to your Project Management system.

Downloading the Agave Connector​

  1. Continue in the Agave UI and press Create Account. Then follow the first step to download and install the Agave Connector app.
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.

  1. In the Agave UI, you will be prompted to choose whether to enable API access. If you enable it, enter the API credentials you created earlier.
warning

API access is not required for most customers and in most cases should be left disabled.

  1. Open the Agave Connector and press Add Account. Then select ComputerEase as your Source System.
  1. Input the Company Number, Username, and Password for your ComputerEase user you use in the Agave API. Then press Test and Save.
note

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

note

The Company Number should be entered as "Company" followed by the number you use to log in to ComputerEase. For example, if your login shows 1001 - Sample Company, you would enter Company Number as Company 1001.

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