Deltek Vantagepoint Help

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

Use Direct Logon

Use Microsoft Exchange Direct Logon to 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 in Connect Sync Options and update that password in Vantagepoint whenever their Outlook password changes.

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.

To use Direct Logon for a group:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
  2. On the Connect Administration form, select the Groups tab and then click the New button.
  3. On the Create Group form, enter a Name and an External ID for the group.
    After you create the record, this ID becomes read-only.
  4. Set the Mailbox Access Type option to Microsoft Exchange Direct Logon.
  5. Enter the Exchange Web Services (EWS) URL for the group.
    The EWS URL typically auto populates; if it does not, contact the Microsoft Exchange administrator for the URL and to ensure EWS is enabled in Microsoft Exchange.

    Direct Logon also requires that the user share their password with the administrator (or that the user sits with the administrator to enter it) and that the user updates their Outlook password in Connect Sync Options whenever the Outlook password expires.

Post-requisites: