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Enable or Disable Synchronization for a Group for Outlook Integration

When you create a group of users, you can enable or disable synchronization for the entire group at the same time. This allows you to quickly start or stop data sharing between the applications for the users in the group.

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 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 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. 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.
  • Groups must be created on the Groups tab. See the Create a Group help topic for more information.

To enable or disable synchronization for a group:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
  2. On the Connect Administration form, click the Groups tab.
  3. Select the name of the group for which you want to enable or disable synchronization.
    You can use the filter to locate a group in the grid.
  4. Click Enable Synchronization or Disable Synchronization on the grid row containing the group name.
    The Group fields display.
  5. Click and select either Enable Synchronization or Disable Synchronization.