Connect Administration Basics for Outlook
Review the Vantagepoint Connect add-in tabs, grids, tools, and grid options.
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 for Gmail or Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics 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 Connect Administration is selected under . , on the Overview tab, make sure that
- The individual who is responsible for configuring Connect (selecting the Connect Administration option in ), must have an employee record associated with their user record in . 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 .
- 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 . You only need to generate the secret one time, for all integrations. If you generate a new secret at any time after setting your secret initially, all integrations using the old secret will be broken until you refresh your access token for those integrations.
- Related Topics:
- Work With Connect Administration Tabs and Grids
You specify and review the groups, users, and provisioning information for the Connect Administration utility on tabs and grids. These tabs and grids consist of fields, options, columns, and rows that you use to enter, change, and view data for a record. Different functions are available for each tab and grid.
Parent Topic: Connect Administration Integration Utility for Outlook