Deltek Vantagepoint Help

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Configure Connect in Vantagepoint for Your Google Workspace Account

After configuring the Google app, you must configure Connect for your Google Workspace account.

Pre-requisites:

  • To use Vantagepoint Connect in your Gmail account, you must have a Google Workspace account (formally G Suite). You cannot use a personal .gmail.com email with Vantagepoint Connect.
  • You must use Chrome with Vantagepoint Connect for Gmail.
  • 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 help topic 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. Note: You only need to generate the secret once for all integrations. If you generate a new secret any time thereafter, all current integrations using the old secret will be broken until you refresh your access token for those integrations.

To configure Connect for each employee's Google Workspace account:

  1. In Vantagepoint, open Utilities > Integrations > Connect Administration.
  2. Click Configure Connect.
    This will send a request to set up (provision) Connect for your instance of Vantagepoint. If prompted, enter your Vantagepoint username and password and click Log in.
  3. Click the Groups tab.
    A default group called Default Organization is automatically created.
  4. Click the Default Organization group to open it.
  5. Click the E-Mail Configuration sub tab.
  6. For the Mailbox Access Type, select Google with Custom App and click Save.
  7. Click the Settings tab and then click Choose File under Google with Custom App.
  8. Select the .json file that was downloaded from the Google Console Platform.
    See the Create Custom Google App in Google Cloud Platform procedure for more information.
  9. Click Upload and a Client ID will display below the button.
  10. Click Save in the upper-right corner of the screen.
  11. If you are logged in as the same user that you will set up, the Configure Connect in Vantagepoint for Your Google Workspace Account procedure is complete. Proceed to Install the custom Google app in users' Gmail accounts. .
  12. If you are logged in as a different user than the one you will be setting up, click the Provisioning tab and use the filter in the grid to find the record of the employee you are setting up.
    1. Click the + Plus icon to the right of the employee.
      The User Provisioning screen displays.
    2. Click the Provisioning button to activate the user.
      The Provision Result grid displays. Refer to the Provisioning Results column on this grid to confirm the success of the user activation. If successful, the user names display on the Users list on the Groups tab when this group is selected. If not successful, review the details provided in the Message column to determine the reason it was activated.
    For detailed information on setting up users, see the procedures for Setting Up and Working With Users and Groups in Gmail Integration.
Next Step: Install the Custom Google App in Users' Gmail Accounts.