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Create two Smart Clients in the Smart API Manager (SAM). For information on how to create a new Smart Client, see Register a new Smart Client.
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Create one with the Authorization Flow set to Authorization Code, and add https://oauth.hexagonxalt.net/oauth/[tenantID]/v1/callback/ in the Redirect URIs section, see Specify a web page for redirection after a user logs on or off.
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Create the other with the Authorization Flow set to Resource Owner.
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Copy the Client ID and secret for both Smart Clients. Provide this information to Hexagon PPM Support for use during the Configure the server step.
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Create SAM users with the same Username as the users in the SDx site. For more information, see Register a new user.
The passwords specified will be used to login to SDx Field Execution.
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Add the users to the System Administrators group and/or any other SAM group that has access to your Smart API in SAM. For more information, see Add a user to a group.
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In the Token Settings, set Allow Refresh Tokens to Enabled
. For more information, see Token settings.