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Planview Customer Success Center

Integration Certificates for API Authentication

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Introduction

You can now use your own (client-side) certificates in AdaptiveWork for authorizing outbound API calls (webhooks) from AdaptiveWork.

Notes:

  • Inbound calls to AdaptiveWork are not supported
  • Authentication certificates are not supported by other AdaptiveWork integrations, such as Jira, Salesforce, Data Loader, etc.
  • This solution requires IP whitelisting. AdaptiveWork will provide a range of addresses to use in firewalls, gateways, etc.

How it Works

Prerequisites

  • The certificate must reside in a .cer or .pfx file, which is SSL-based.
  • The certificate should include standard information like a digital signature, expiration date, name of the client application, name of CA (Certificate Authority), revocation status, SSL/TLS version number, serial number, etc., and all all structured using the X.509 standard

Setup

  1. In AdaptiveWork, open Settings > Extensions, and scroll down to Integration Certificates.
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  2. In Manage Certificates, click Add Certificate to enter the required information.
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    or
    Click Replace to replace a certificate.
  3. Locate and select the certificate file. Click Save.
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  4. In your Configuration, select Outbound Call as the action to run on.
    Select Use Certificate for this service, and select your certificate file.
    Finally, select the fields to include in the call.
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