Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Checklist: Basic Steps to Provision Vantagepoint Connect for Outlook

You complete several steps to provision, or activate, the Vantagepoint Connect for Outlook application. You must complete the steps listed in the checklist before you use Connect; under each step, use the links provided to access the individual procedures that you must complete.

Before You Begin

To view the prerequisites and required settings for the Connect for Outlook add-in, see Connect for Outlook Prerequisites and Required Settings.

Step 1: Set Up Integration Configuration

Use the Connect Administration utility to record your Vantagepoint username and password and to log in to the application.

See the Set Up Integration Configuration help topic for more information.

Step 2: Optional - Set Up Connect Profiles

If you will have multiple Connect users with the same roles and requirements, you can create profiles to organize them, set up the users, and then assign multiple users to each profile.

Review the Set Up Connect Users and Installation Scenarios help topic for more information on setting up users and the different installation scenarios.

See the Set Up Connect Profiles help topic for more information.

Step 3: Set Up Connect Users

Use the Provisioning and Email tabs in the Connect Administration utility to set up the users who will have access to Vantagepoint Connect.

There are different methods for creating users, depending on your type of installation:
  • Individual
  • Mass Deployment
  • Exchange Impersonation

Review the Set Up Connect Users and Installation Scenarios help topic for more information on setting up users and the different installation scenarios.

Step 4: Install Vantagepoint Connect Add-in

Install the Connect Add-in, in Outlook.

See the Install Vantagepoint Connect Add-in help topic for more information.

Step 5: Open and Pin the Vantagepoint Connect Context Pane

Open and pin the Context Pane so that it remains visible in Outlook.

See the Open the Vantagepoint Connect Context Pane in Outlook help topic for more information.