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Set Up Individual Connect Users for Outlook Integration

For small installations, the Vantagepoint administrator can enter a user's credentials to set up one Connect user at a time. This is useful for testing purposes or in situations where you only need to set up a small number of Connect users for which you know the Outlook credentials. You can set up individual users without Exchange Administration.

Videos: See related videos below

Prerequisites:
  • To use Connect, the Vantagepoint application must be exposed to the internet via a publicly facing URL. If your network or firewall is configured to only allow certain IP addresses to access Vantagepoint, it will be necessary to add Connect IP addresses to the Allow list. See the Troubleshoot Synchronization and Connect Add-in Issues help topic for the list of IP addresses.
  • The security role for the individual who is responsible for configuring Connect must have access to Connect Administration. In Settings > Security > Roles, on the Overview tab, make sure that Connect Administration is selected under Utilities > Integrations.
  • The individual who is responsible for configuring Connect (selecting the Connect Administration option in Utilities > Integrations), must have an employee record associated with their user record in Settings > Security > Users. The employee record must also have a valid email address.
  • Each employee who will use Connect must have an employee record that includes an email address and is associated with a user record in Settings > Security > Users.
  • Windows authentication for the on-premises application is not supported with Vantagepoint Connect.
  • You must have a Client ID and Secret in API Authorization in Utilities > Integrations. Note: You only need to generate the secret once for all integrations. If you generate a new secret any time thereafter, all current integrations using the old secret will be broken until you refresh your access token for those integrations.
  • If you haven't used a client secret for another integration, you need to generate one in API Authorization (if there are values on that screen you shouldn't generate a new one because that might break other integrations).

To set up an individual Connect user:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
    If you are logged in as the user that you are provisioning, skip to Step 5.
  2. On the Connect Administration form, click the Provisioning tab.
  3. Locate the user that you want to provision and click + to provision (activate) the account.
  4. Complete the User Provisioning fields on the form and click the Provisioning button.
  5. In the Provision Result grid, click the user name.
    The Users tab opens and displays the selected user.
  6. Click the Email Configuration tab and select the Mailbox Access Type.

    This is the method that is used to log in to the email account:

    • Password: This option requires that the user enter their Outlook password. When you select this option, the Exchange Web Services (EWS) URL, Username, and Password fields display.
    • OAuth: This method supports multifactor authentication. This method requires Office 365. The user must enter their Deltek credentials to automatically log in to Outlook.

    Based on your selection, the email address automatically populates in the Email field.

  7. Enter the user name for the mailbox or copy the email address into the User Name field if it is the same.
    This might be your email address but could be your Domain/User Name.
  8. Depending on whether or not your user account is set up for two-factor authentication, select one of these actions:
  9. Click the (pencil icon) next to the Exchange Web Services (EWS) URL field.
    The EWS URL is located and populated automatically. If the EWS URL is not auto-populated, contact your Microsoft Exchange administrator for the URL and to ensure EWS is enabled in Exchange.
  10. Click Save.
    The user and email are configured.
  11. If you have not yet done so, Install the VantagepointConnect Add-in via the Microsoft Exchange Admin Center or from Connect Administration.
  12. The user logs in to Vantagepoint from the Outlook add-in.
  13. From the Settings menu, select Force Synchronization.

Videos

Title Description

Introduction to Vantagepoint Connect

The Vantagepoint Connect add-in with Vantagepoint CRM provides two-way synchronization of your contacts and calendar items with your email application. This tutorial includes videos of the key features of Vantagepoint Connect.

Setting up and Deploying Connect

Learn about the different user and installation scenarios to set up the Connect add-in.