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The beta release of Open iT version 10.1 is now available!
Try it out and help us enhance your Open iT experience. Contact support@openit.com to get started.
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Setting Up Data Collection Email
This provides instructions on setting up an email to be utilized in data collection from the Autodesk Cloud portal for Named User Subscription and Flex.
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Inviting Email to Autodesk
To invite an email specifically for data collection purposes, follow the instructions below:
Provide an email address that will be used for data collection from the Autodesk Cloud portal.
Make sure that the email address is not configured for Single Sign-on (SSO), as Open iT does not support this functionality for the data collection service. If your organization's default email domain is SSO-configured, use a different email domain. Consult your IT department for assistance.
Go to Autodesk's official website, sign in to your Autodesk Administrator account.
The email address used for data collection should be different from the one associated with your Autodesk Administrator account. Make sure you use a separate email address specifically for data collection purposes.
Inviting Email to Autodesk: Sign in
In the top-right corner of the page, click the user profile icon, then click Account.
Inviting Email to Autodesk: Navigating to Account page
In the Account page, navigate to User Management, then select By User on the left side.
Inviting Email to Autodesk: Navigating to User Management
Click Invite users in the top-right corner of the page. This will open the Invite users window.
Inviting Email to Autodesk: Inviting User
Enter the user's first name, last name, and the provided email address for data collection. Once done, click Send invite. A confirmation message will appear indicating that the email invitation was successfully sent.
Inviting Email to Autodesk: Entering User Information
After the invite is sent, the invited user will be listed on the User Management by User page with a status of Invited shown in the Account status column, indicating that the user still needs to accept the invitation.
Click Done to close the window.
Make sure that the data collection email is added to all the teams where usage data needs to be collected. If the email is not included to a particular team, the usage data for that team will not be collected. To add the email to a team, select the relevant team name from the Team dropdown in the upper-left part of the User Management by User page. Then, invite the data collection email to join that team.
Open the invitation sent to the email and follow the instructions in setting up the new email account.
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Assigning Secondary Admin Role
To export usage data, the email to be used for data collection must have a secondary admin role. Follow the steps to assign the secondary admin role:
Find the user associated with the provided email for data collection. You can use the search box to filter users. Once found, click the right arrow at the end part of the user row.
Assigning Secondary Admin Role: Click the Arrow
Click Change role below the name of the user.
Assigning Secondary Admin Role: Change Role
Select Secondary Admin, then click the Save button.
Assigning Secondary Admin Role: Select Secondary admin
Make sure that the invited email account is assigned a Secondary Admin role for all associated teams within the Autodesk portal to maintain consistent administrative privileges. To assign a Secondary admin role to the data collection email in other teams, select the relevant team from the Team dropdown in the upper-left part of the User Management by User page. Then, follow step 1 again to assign the data collection email to the Secondary Admin role for that team.
After assigning the email with the secondary admin role, send the credentials (data collection email and password) to Open iT at cbcs@openit.com.
If you prefer not to send the credentials directly via email due to security purposes, Open iT recommends utilizing Password.link to generate a one-time link containing the configured email address and password. Send the one-time link to Open iT at cbcs@openit.com. The content inside the one-time link will disappear after it has been opened once. Therefore, please do not open the generated link that you will be sending.
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Next Step?
After configuring the email to be utilized for data collection, proceed with installing and configuring Open Database Connectivity (ODBC) Driver.
Installing and Configuring Open Database Connectivity (ODBC) Driver