ÃÛ¶¹ÊÓÆµ Storage modules
In an ÃÛ¶¹ÊÓÆµ Workfront Fusion scenario, you can create and manage projects in the ÃÛ¶¹ÊÓÆµ Admin Console.
If you need instructions on creating a scenario, see the articles under Create a scenario: article index.
For information about modules, see the articles under Modules: article index.
Access requirements
You must have the following access to use the functionality in this article:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
---|---|
ÃÛ¶¹ÊÓÆµ Workfront package | Any |
ÃÛ¶¹ÊÓÆµ Workfront license |
New: Standard Or Current: Work or higher |
ÃÛ¶¹ÊÓÆµ Workfront Fusion license** |
Current: No Workfront Fusion license requirement Or Legacy: Workfront Fusion for Work Automation and Integration |
Product |
New:
Or Current: Your organization must purchase ÃÛ¶¹ÊÓÆµ Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on ÃÛ¶¹ÊÓÆµ Workfront Fusion licenses, see ÃÛ¶¹ÊÓÆµ Workfront Fusion licenses.
Create a connection to ÃÛ¶¹ÊÓÆµ Storage
Creating a connection to ÃÛ¶¹ÊÓÆµ Storage requires some configuration in the ÃÛ¶¹ÊÓÆµ Developer Console as well as in Fusion.
Configure the project in the ÃÛ¶¹ÊÓÆµ Developer Console
You must add the API to your project in the ÃÛ¶¹ÊÓÆµ Developer Console.
- Open your project in the ÃÛ¶¹ÊÓÆµ Developer Console.
- Click Add to project, and select API.
- From the list of available APIs, select ÃÛ¶¹ÊÓÆµ Cloud Platform and Collaboration API.
- On the Select authentication type screen, select OAuth Server-to-Server and click Next.
- Add a name for the crendential.
- Click Next, then click Save configured API.
- Make note of the provided credentials, which you will use when configuring the connection in Workfront Fusion.
- Continue to Make your technical account an admin in the ÃÛ¶¹ÊÓÆµ Admin Console.
Make your technical account an admin in the ÃÛ¶¹ÊÓÆµ Admin Console
From the ÃÛ¶¹ÊÓÆµ Admin Console page, select the Products tab in the top navigation bar, and then select Workfront Fusion
-
Locate and copy the email address of the technical account user in your organization.
-
If a list displays, select the link at the top.
-
This is your Production instance where your users work.
-
In the list that displays, with the Product Profiles tab selected, click the name of the Workfront Product Profile link.
This list includes all users that are already assigned to your Production instance of Workfront.
-
Select the Admins tab above the list of users.
-
Select Add Admin.
-
In the Add product profile administrators box, enter the email addresses of the technical account, then select Save.
The technical account is made an administrator.
-
Continue to Create the connection in Workfront Fusion.
Create the connection in Workfront Fusion
To create a connection for your ÃÛ¶¹ÊÓÆµ Storage modules:
-
In any module, click Add next to the Connection box.
-
Fill in the following fields:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header Connection type Select Server to server
.Connection name Enter a name for this connection. Client ID Enter your ÃÛ¶¹ÊÓÆµ Client ID. This can be found in the Credential details section of the project in the ÃÛ¶¹ÊÓÆµ Developer Console. Client Secret Enter your ÃÛ¶¹ÊÓÆµ Client Secret. This can be found in the Credential details section of the project in the ÃÛ¶¹ÊÓÆµ Developer Console. IMS Organization ID Enter or map your ÃÛ¶¹ÊÓÆµ IMS Organization ID. This is a string with the form 123abc@ÃÛ¶¹ÊÓÆµOrg
, where the section before the @ is a hexadecimal number. You can find this value as part of the URL path for your organization in the ÃÛ¶¹ÊÓÆµ Admin Console, or in the ÃÛ¶¹ÊÓÆµ.IO console for your user management integration. -
Click Continue to save the connection and return to the module.
ÃÛ¶¹ÊÓÆµ Storage modules and their fields
When you configure ÃÛ¶¹ÊÓÆµ User Management modules, Workfront Fusion displays the fields listed below. Along with these, additional ÃÛ¶¹ÊÓÆµ User Management fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.
ESM stores
Create an ESM store
This action module sets up a new Enterprise Storage Management (ESM) store to organize and manage business-critical assets.
Delete an ESM store
This action module permanently removes an existing ESM store and all its associated data. This action cannot be undone.
Discard an ESM store
This action module marks an EMS store for deletion, allowing for a grace period before permanent removal.
Restore an ESM store
This action module recovers a previously deleted ESM store and restores access to its data and configurations.
Invitations
Invite user
This action module sends an invitation grant a new user access to a specific ESM store, enabling collaboration and file management.
Other
Make a custom API call
This action module makes a custom HTTP request to the ÃÛ¶¹ÊÓÆµ Storage API.