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Checklist: Basic Steps to Provision Vantagepoint Connect for Outlook

You complete several steps to provision, or activate, the Vantagepoint Connect for Outlook application. You must complete the steps listed in the checklist before you use Connect; under each step, use the links provided to access the individual procedures that you must complete.

Before You Begin

  • 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.

Step 1: Set Up Integration Configuration

Use the Connect Administration utility to record your Vantagepoint username and password and to log in to the application.

See the Set Up Integration Configuration help topic for more information.

Step 2: Optional - Set Up Connect Groups

If you will have multiple Connect users with the same roles and requirements, you can create groups to organize them, set up the users, and then assign multiple users to each group.

Review the Set Up Connect Users and Installation Scenarios help topic for more information on setting up users and the different installation scenarios.

See the Work with Connect Groups help topic for more information.

Step 3: Set Up Connect Users

Use the Provisioning and Email tabs in the Connect Administration utility to set up the users who will have access to Vantagepoint Connect.

There are different methods for creating users, depending on your type of installation:
  • Individual
  • Mass Deployment
  • Exchange Impersonation

Review the Set Up Connect Users and Installation Scenarios help topic for more information on setting up users and the different installation scenarios.

Step 4: Install Vantagepoint Connect Add-in

Install the Connect Add-in, in both Vantagepoint and Outlook.

See the Install Vantagepoint Connect Add-in help topic for more information.

Step 5: Open and Pin the Vantagepoint Connect Context Pane

Open and pin the Context Pane so that it remains visible in Outlook.

See the Open the Vantagepoint Connect Context Pane in Outlook help topic for more information.