Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Connect Administration Grid Tools

Use the Connect Administration grid tools to work with the different aspects of the Vantagepoint Connect form, including creating groups, activating users, and performing tasks related to configuration and synchronizing of records. The tools vary, depending on the mail configuration and tab that you are using.

Grid Toolbar

Field Description
Refresh This option is available on the Groups, Provisioning, and Users tabs of the Connect Administration form. Click this icon to refresh the screen and grid and to retrieve and display the most current information.
New Click this option on the Groups tab to open the Create Group and Email Configuration fields. Use these options to define the groups of users that are authorized to use Connect.
Activate Selected Click this option on the Provisioning tab to activate the selected employee record to use Vantagepoint Connect. After you provision a user, their record is added to the list on the Users tab of Connect Administration.

You cannot provision users with a status of Inactive, Terminated, or Terminated (cannot reactivate). See the Summary Pane of the Employees hub for more information on employee status settings.

Settings Click this option on the Users tab to reset your mailbox and perform various synchronization and delete functions:
  • Delete: Select this option to delete the selected user from Connect. Vantagepoint asks you to confirm the deletion. All Vantagepoint data will be removed from the user's mailbox.
  • Force Delete: Select this option to delete the user without resetting the user's mailbox. Vantagepoint data will remain in the user's mailbox.
  • Force Synchronization: Select this option to manually force synchronization between Vantagepoint and the mail application.
  • Enable Synchronization: Select this option to enable synchronization between Vantagepoint and the mail application. After you enable synchronization, Connect automatically synchronizes the mailbox every 15-20 minutes.
  • Reset Mailbox: Select this option to return the user's mailbox to its original state, before Vantagepoint Connect was installed. This removes all previously synchronized contacts, appointments, and meetings. After you reset a mailbox, you can select the Delete option for the user.
  • Re-initialize Mailbox: Select this option after you switch Vantagepoint databases, or if you need to remove all business data from the mailbox before you create a new mailbox.
  • Check Settings: Select this option to check that settings in Vantagepoint Connect are completed and that you can start synchronization.
  • Check CRM Connectivity: Select this option to confirm that Connect and Vantagepoint CRM are connected. This check confirms that the user has valid credentials stored and that the Connect synchronization process can connect to the user's Vantagepoint account.
  • Check Mailbox Connectivity: Select this option to confirm that Connect and the mail application are connected. This check confirms that the user has valid credentials stored and Connect can synchronize to the user's Vantagepoint account.
  • Check Add-in Status: Select this option to confirm that the Connect Add-In is installed in the user's mailbox. This option requires that the mailbox is already connected to the mail application.