Deltek Vantagepoint Help

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Provisioning Tab of Connect Administration for Outlook Integration

Use the Provisioning tab of Connect Administration to activate one or more employee records to use with Vantagepoint Connect. The user records that display on this form come from the Employees hub in Vantagepoint.

Contents

When you provision a user, you specify the Group to which you want to assign the user. The selected group determines the business rules and access rights for the user. See the Set Up Individual Connect Users and Use Groups to Set Up Multiple Connect Users online help topics for details.

After you provision a user, their record is added to the list on the Users tab of Connect Administration.

Note the effects of making the following changes to an employee record in the Vantagepoint CRM Employees hub:
  • If you change an employee's Status to Inactive or Terminated, they are automatically removed as a Vantagepoint Connect user.
  • If you change an employee's Status to Terminated (cannot reactivate), they are automatically removed as a Vantagepoint Connect user and their mailbox will no longer synchronize with Vantagepoint.
Field Description
Employee Number This field displays the assigned employee number.
User Name This field displays the assigned user name.
Email This field displays the email address associated with the employee.
+ Click this button to provision (activate) the user account. The User Provisioning fields display.
Group Select the group to which you want to assign the user. The group determines the business rules and access rights for the user. See the Use Groups to Set Up Multiple Connect Users and Assign Users to a Group online help topics for details on assigning users to groups.
Mailbox Access Type The mailbox access type depends on the selected group:
  • Microsoft Exchange Direct Logon: Use the Exchange Web Services (EWS) URL to provision a group of Vantagepoint Connect users at one time. This method requires deployment by the system administrator and for each user to enter their Outlook username and password when logging into Connect.
  • Microsoft Exchange Impersonation: Use Microsoft Exchange Impersonation to create a service account to manage Exchange connectivity. When using Exchange Impersonation, the user never shares their password with Connect and their Outlook password never needs to be updated in Connect Sync Options, unless the Microsoft token expires (which is rare because of length of time for the token).
  • Office 365 OAuth: Use multi-factor authentication to provision many users at one time who can use their Microsoft Office 365 credentials to automatically log into Outlook.
Send Welcome Email Select this option to send a welcome message to the user to alert them when they are provisioned.
Actions Use the Actions options to complete various tasks related to the selected user. See the Connect Administration Grid Options help topic for more information.