Cloud Administrator's Help System

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

Set Up Direct Database Access

If your firm subscribes to the Flex Cloud offering, or if you have a license to use Vantagepoint Intelligence, you can establish a secure, read-only connection to your Vantagepoint transaction database, using ODBC. Use this approach to connect tools such as Microsoft Excel, Microsoft Access, or the Business Intelligence Development Studio directly to your database.

For more information on databases that support an ODBC connection, see the ODBC Environment Permissions topic.

To set up direct database access:

  1. Create ODBC accounts for your users.
  2. Install and configure the ODBC driver.
  3. Connect the Vantagepoint database and the application that supports ODBC connectivity.