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

Connect Administration Tools and Options

Use the Connect Administration grid tools and options to work with the different aspects of the Vantagepoint Connect form, including creating profiles, provisioning and activating users, and performing tasks related to the configuration and synchronizing of records. The tools and options vary, depending on the mail configuration and tab that you are using.

Field Description
Actions Menu Select this option to Delete All Connect Configuration, including all Connect users. Complete the prompts to confirm the deletion.

Grid Header Options

Field Description
Filter by: When the grid displays a large number of records, you can use the Filter by: field to refine the list of records. Click in the field and then select from the drop-down list the value that you want to locate. You can also enter text in this field, and matching results will display. The grid updates to display the records that fit the criteria that you specify.

To remove the filter criteria for a grid column, click the x at the right in the field.

Search When the Name column in the grid displays a large number of records, you can use the Search field to enter specific criteria to quickly locate the name of the record you want to locate. As you enter text in this field, matching results will display. Note that this field searches only the Name column.
Click this option next to a grid row on the Provisioning and Users tabs to select the entire row. Or, you can select this option at the top of the grid to select all grid rows.

Grid Toolbar

Field Description
Refresh This option is available on the Provisioning, Profiles, and Users tabs of the Connect Administration form. Click this icon to refresh the screen and to retrieve and display the most current information.
(Column Options) Click this option in the top right corner of the Provisioning, Profiles, and Users grids to display options related to the grid columns. Use these options to clear the grid filters and to specify the columns that are displayed or hidden on the grid.
Export to CSV You can download user information in a comma-separated values (CSV) file. You can then use Microsoft® Excel® or another spreadsheet application that supports CSV files to filter and format the data as needed.
Create Profile Click this option on the Profiles tab to open the Create Profile fields. Use these options to define the profiles or groups of users that are authorized to use Connect.
Activate Selected Click this button on the Provisioning tab to activate the selected employee record(s) to use Vantagepoint Connect. After you provision a user, their record is added to the list on the Users tab of Connect Administration.

Note that you cannot provision users with a status of Terminated or Terminated (cannot reactivate). See the Summary Pane of the Employees Hub topic for more information on employee status settings.

Settings This option displays on the Connect toolbar, grids, and some of the subtabs. Click this option to access a list of functions that are available for the respective area. Options may include one or more of the following functions:
  • Delete: Select this option to delete the selected user from Connect. Vantagepoint asks you to confirm the deletion. All Vantagepoint data will be removed from the user's mailbox.
  • Force Delete: Select this option to delete the user without resetting the user's mailbox. Vantagepoint data will remain in the user's mailbox.
  • Reset Mailbox: Select this option to return the user's mailbox to its original state, before Vantagepoint Connect was installed. This removes all previously synchronized contacts, appointments, and meetings. After you reset a mailbox, you can select the Delete option for the user.
  • Re-initialize Mailbox: Select this option after you switch Vantagepoint databases, or if you need to remove all business data from the mailbox before you create a new mailbox.
  • Check Settings: Select this option to check that settings in Vantagepoint Connect are completed and that you can start synchronization.
  • Check CRM Connectivity: Select this option to confirm that Connect and Vantagepoint CRM are connected. This check confirms that the user has valid credentials stored and that the Connect synchronization process can connect to the user's Vantagepoint account.
  • Check Mailbox Connectivity: Select this option to confirm that Connect and the mail application are connected. This check confirms that the user has valid credentials stored and Connect can synchronize to the user's Vantagepoint account.
  • Force Synchronization: Select this option to manually force synchronization between Vantagepoint and the mail application.
  • Enable Synchronization: Select this option to enable synchronization between Vantagepoint and the mail application. After you enable synchronization, Connect automatically synchronizes the mailbox every 15-20 minutes.
  • Check Sidebar Status: Select this option to confirm that the Connect Add-in is installed in the user's mailbox. This option requires that the mailbox is already connected to the mail application.
  • Install Sidebar: Select this option to install the Connect Add-in.
  • Remove Sidebar: Select this option to remove the Connect Add-in.