Editing Integration Information

Integrations are set up by the Arena support team. Click the Contact Support link at the bottom of any Arena page to contact Arena support. You can edit information about an integration to determine how updates are reconciled between Arena and the target system.

Note:
Depending on whether the integration is managed or automated, some of the settings described below may not appear.

1. Click the Workspace Settings option which appears as the second option from the user menu drop-down. The user menu appears as the username's initials within a circle within the title bar.
2. Click the Integrations view.
3. From the list of integrations in the left pane, click the integration for which you wish to edit information.
4. To edit summary information in the Integration Information section, click the Pencil icon.
5. Edit active fields as desired.
   Fields marked as system-defined are set up by Arena and cannot be edited.

Note:
Transfer Type describes whether an integration groups updates by Changes or by individual Item revisions.

1. Click the Save Changes button.
   You will be returned to the Integrations view, showing the integration you are editing.

Editing Filters Section

1. To edit settings in the Filters section, click the Pencil icon.

Note:
Some automated integrations do not include Filtering.

1. For managed integrations, use the radio buttons to select an option in the Category Filtering section.
2. If you wish to include all workspace Items, select "All Items."
3. If you wish to include only specific types of Items, select "Only Items assigned to specific categories." Then, use the checkboxes to select categories of Items that should be included.

4. Categories that appear in square brackets are structural and categories that appear grayed out are inactive.

5. For Item revision-based managed integrations, use the radio buttons to select an option in the Lifecycle Filtering section.

6. If you wish to include only Items in the Production stage of the Item Lifecycle, select Production Stage Items Only.

7. If you wish to include Items in both the Design and Production stages of the Item Lifecycle, select Design and Production Stage Items.

8. For Change-based automated integrations, use the radio buttons to select an option in the Event Filtering section.

9. If you wish to include effective revisions created with and without Changes, select Changes and revisioning events.

10. If you wish to include only effective revisions created with Changes, select Changes Only.

11. Click the Save Changes button.
    You will be returned to the Integrations view, showing the integration you are editing.

Editing Integration Administrators and Monitoring Sections

1. To edit settings in the Integration Administrators section, click the Configure Administrators button.
2. To edit settings in the Monitoring section, click the Pencil icon.
3. For both managed and automated integrations, select an option from the Time-in-Queue Threshold drop-down menu. This threshold defines how long an update remains in the To Be Reconciled view of the Integration monitoring and management tool before Integration Administrators are notified.

4. For automated integrations only, select an option from the Time-Since-Connection Threshold drop-down menu. This threshold defines how many days must pass since an automated integration's last connection before Integration Administrators are notified.

5. Click the Save Changes button.
   You will be returned to the Integrations view, showing the integration you are editing.