# Autodesk Cloud

# Introduction

Open iT supports Autodesk usage reporting by collecting data from the Autodesk Admin Portal. These will produce the following aggregated data types used for historical reporting:

• (137) License Token Individual Usage
• (138) License Token Total Usage
• (139) License Subscription Inventory v2
• (140) License Product Assignment v2
• (146) License Seat Usage

Autodesk Cloud: Data Collection Architecture

To initiate data collection, account credentials are configured in the Open iT Core Server and authenticated via OAuth 2.0 through the Open iT Customer Portal (Identity Provider). The AWS Centralized Data Collection Service then connects to the Autodesk Admin Portal to collect license metrics using these credentials.

Once authenticated, the service gathers data periodically, converts it into the Open iT format, and securely transfers it to the Core Server. The Core Server processes this data and sends it to the SQL database on the Analysis Server for further aggregation and reporting. The Autodesk data can then be visualized in Open iT’s reporting services or integrated with third-party BI tools like Power BI.

The following sections will guide you in setting up data collection account, configuring cloud data collection, and verifying and troubleshooting issues in data collection.

# Requirements

• Account with at least secondary admin privileges to the Autodesk portal
• Installed Autodesk Cloud plugin
• Registered account in the Open iT Customer Portal that is configured with Tenant ID

# Setting Up Data Collection Account

This provides instructions on setting up an Autodesk account for data collection from the Autodesk portal for Named User Subscription and Flex.

# Inviting Email to Autodesk

To invite an email specifically for data collection purposes, follow the instructions below:

1. 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. Use a different email domain if your organization's default email domain is SSO-configured. Consult your IT department for assistance.

2. Go to Autodesk's official website and sign in to your existing Autodesk Administrator account.

   The email address used for data collection should differ from the one associated with your existing Autodesk Administrator account. Make sure you use a separate email address specifically for data collection purposes.

   

   Inviting Email to Autodesk: Sign in
   
   

3. In the top-right corner of the page, click the user profile icon, then click Account.

   

   Inviting Email to Autodesk: Navigating to Account page
   
   

4. In the Account page, navigate to User Management, then select By User on the left side.

   

   Inviting Email to Autodesk: Navigating to User Management
   
   

5. Click Invite users in the top-right corner of the page. This will open the Invite users window.

   

   Inviting Email to Autodesk: Inviting User
   
   

6. 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.

7. Open the invitation sent to the email and follow the instructions in setting up the new email account.

# Assigning Secondary Admin Role

To export usage data from the Autodesk portal, the email for data collection must have a secondary admin role. Follow the steps to assign the secondary admin role:

1. Find the user associated with the provided email for data collection. Use the search box to filter users. Once found, click the right arrow at the end of the user row.

   

   Assigning Secondary Admin Role: Click the Arrow
   
   

2. Click Change role below the name of the user.

   

   Assigning Secondary Admin Role: Change Role
   
   

3. Select Secondary Admin, then click the Save button.

   

   Assigning Secondary Admin Role: Select Secondary admin
   
   

# Configuring Cloud Data Collection

This section guides you in configuring data collection in the Autodesk Admin portal. The configuration process is divided into two main steps: initiating OAuth authentication and configuring Autodesk credentials.

# Initiating OAuth Authentication

To initiate OAuth Authentication process:

1. Open a command prompt with Administrator level privileges.

2. Go to the Autodesk Cloud Plugin directory, which is by default C:\Program Files\OpeniT\Autodesk Cloud Plugin, run the command:

   Command Syntax

    cd $PLUGIN_DIR

   Example

    cd C:\Program Files\OpeniT\Autodesk Cloud Plugin

3. To initiate the OAuth authentication process, run the command:

   Command Syntax

    openit_oauth

   After running the command, you will be redirected to a web browser page for OAuth authentication.

4. To authorize the access request, click the YES, ALLOW button.

   

   Initiating OAuth Authentication: Allow Permission
   
   

   After successful authentication, you will see a confirmation message indicating that the process has been completed.

   

   Initiating OAuth Authentication: Successful Authentication
   
   

# Configuring Autodesk Credentials

To configure the Autodesk account credentials that the Autodesk Cloud Plugin will use to access the Autodesk Admin Portal:

1. Run the following command after initiating OAuth authentication:

   Command Syntax

    openit_autodeskcredentials --email <autodesk_data_collection_email> --password <autodesk_admin_password>

   where:

   Parameter	Description
   --email <autodesk_data_collection_email>	Use this to specify the Autodesk email to be utilized for cloud data collection.
   --password <autodesk_admin_password>	Use this to specify the password to be utilized for cloud data collection.

   Parameters for Configuring Autodesk Credentials
   
   
   Example

   openit_autodeskcredentials --email jsmith@email.com --password Adm!n123

   If you update your Autodesk Admin password in the future, you must reconfigure the Autodesk credentials by repeating the steps outlined above. Failure to do so will prevent data from being collected from the Autodesk portal, affecting subsequent usage data transfers to the Core Server.

2. Once successful, it will display the following:

   Example Output

   Credentials uploaded.
   Configuration in progress. Please wait.
   Configuration complete.

   When the data collection is newly configured, the usage data collected from the Autodesk portal will be available in the Core Server within 1 to 3 days after the credentials are successfully configured. Data transfer to the Core Server is scheduled daily at 6 AM UTC.

   # Verifying and Troubleshooting Issues in Cloud Data Collection

   This section guides you in verifying and troubleshooting issues encountered in data collection.

   To have an in-depth understanding of this section, it is recommended for you to read the architecture of Autodesk Cloud support.

   # Verifying Data Collection through the Dagster UI

   Dagster, as the orchestration tool, plays a key role in managing and monitoring the data collection process in the Core Server. To verify the status of the data collection process through Dagster UI, follow the instructions below.

   # Accessing the Dagster UI and Verifying Latest Run

   1. Open a web browser and navigate to the Dagster instance URL, http://localhost:45203, which is the default endpoint.

   2. Upon loading the Dagster UI, check the Latest run at the top of the window. Make sure the Latest run is up-to-date and displays the most recent collection as expected, based on the schedule (daily at 6 AM UTC). This confirms that the system is collecting data as expected.

      

      Accessing the Dagster UI and Verifying Latest Run: Check Latest run
      
      

      If the Latest run is not current or up-to-date, this may indicate that the data collection process has failed or been delayed, and further investigation is required.

      

      Accessing the Dagster UI and Verifying Latest Run: Failed run
      
      

   # Verifying Run Status

   To determine the status of data collection jobs, navigate to the Runs tab in the Dagster UI. Check the Status column for the latest jobs. All jobs should display Success. If a job is unsuccessful, it will display a Failure status.

   

   Verifying Run Status: Successful Run Jobs
   
   

   If a job has failed, you can check the error details by clicking View run in the last column for further investigation.

   

   Verifying Run Status: Click View run
   
   

   Upon clicking, it will redirect you to the Runs page. You can check the error details under the Events tab.

   

   Verifying Run Status: Check Errors
   
   

   To re-execute the failed jobs, navigate back to the Jobs page. In the Runs tab, click the dropdown next to View run in the last column of the failed job. Select Re-execute from the options to rerun the failed job.

   

   Verifying Run Status: Re-execute Failed Jobs
   
   
   Re-executing the job will trigger the same collection process again. Make sure that the job successfully completes in the next run.

   # Resolving Missing or Outdated Data

   If reports show missing or outdated data, you may need to manually trigger a run for the relevant dataset:

   1. Go to the Launchpad tab in the Dagster UI.

      

      Resolving Missing or Outdated Data: Navigate to Launchpad tab
      
      

   2. Click the Dataset field, then select the specific dataset associated with the missing or outdated data in your report from the dropdown.

      

      Resolving Missing or Outdated Data: Select Dataset
      
      

      To determine which dataset to select for manual execution, refer to the table below. Each dataset is linked to a specific data type used in Autodesk reporting:

      Dataset	Data	Associated Data Type
      openit-usage-seat	Autodesk Seat License Record	License Seat Usage [146]
      openit-usage-token	Autodesk Token License Record	License Token Individual Usage [137], License Token Total Usage [138]
      openit-users	Autodesk Users License Record	License Product Assignment v2 [140]
      openit-subscriptions	Autodesk Subscriptions	License Subscription Inventory v2 [139]

      Autodesk Dataset Reference
      
      

      For example, if there is missing or outdated data related to Autodesk Seat License Record (Data Type 146), you should select the openit-usage-seat dataset.

   3. Click the Launch Run button to manually start a data collection process for the selected dataset.

      

      Resolving Missing or Outdated Data: Click Launch Run
      
      

   # Handling Configuration Errors during Autodesk Credentials Setup

   If the wrong credentials are entered during the Autodesk credentials configuration process, the system may trigger a CAPTCHA verification after three failed login attempts, causing the following error:

   Error Log Example:

   C:\Program Files\Openit\Autodesk Cloud Plugin\openit_autodeskcredentials.exe --email jsmith@email.com --password ********
   Credentials uploaded.
   Configuration in progress. Please wait.
   ERROR 2024-10-22 14:36:26,594 __main__ RetryError[Future at 0x1d20749c0d0 state=finished raised AssertionError>]
   Traceback (most recent call last):
   File "tenacity\__init__.py", line 478, in __call__
   File "applib\aws\s3\status\poll.py", line 9, in poll
   AssertionError
   ...

   To resolve this issue, a manual intervention is required. Follow the steps to reset login attempts:

   1. Go to the Autodesk Management Portal.
   2. Manually log in using the correct credentials and complete the CAPTCHA verification.
   3. Once logged in successfully, return to the command line and reconfigure your Autodesk credentials.
   
   
   If you encounter more complex errors or issues that are not covered in this documentation, feel free to reach out to the Open iT Support Team at support@openit.com for further assistance.