Vista (App Xchange) - Getting Started with the Integration

Prerequisites

Before beginning the setup process, ensure you have:

• Access to your Trimble Viewpoint Vista system

• Administrative permissions to create service users in Vista

• Ability to contact Viewpoint Support for connection keys

Step 1: Initial Form Submission

The customer or implementation manager completes the SmartBarrel integration request form to initiate the deployment process. This form will provide the following information:

• SmartBarrel Client ID

• Environment Type (Cloud, On-premise)

• Company Codes (only the companies you wish to integrate with)

• Vista Admin Name

• Vista Admin Email Address

• Any additional information

Step 2: App Xchange Invitation

The SmartBarrel Product team will send an invitation to join the App Xchange workspace. Watch for this invitation in your email.

Step 3: Accept App Xchange Invite

• Open your App Xchange invitation email and log in using your Trimble ID.

• Log into App Xchange and click "Connectivity" on the left menu then click on On-Prem Agents. Please save the URL to this page as you will be submitting this in a ticket to Trimble Support at a later step.

Step 4: Create Vista Service User

• Create a dedicated service user inside Vista (for example: SmartBarrelAppXchange).

• Please refer to: Link to App Xchange Help Documentation - Create a Vista Service User

Important: Ensure the service user is assigned the necessary security groups to access the data SmartBarrel requires.

⚠️ For the integration to function as expected, the Vista Service User should be given access to the necessary security groups and permissions in Viewpoint Vista. It will need full access to the following tables:

• PR Employees
• PR Timecard Entries
• JC Jobs
• JC Job Phases
• HQ Companies

The Vista Service User will also need permissions to the employee data type in VA Security

Step 5: Open Support Ticket with Viewpoint

Submit a Support case to request installation of the App Xchange agent 

Please refer to: Link to App Xchange Help Documentation - Install the App Xchange Agent on Vista Server

Ensure to enter the following information on your case to Trimble Support:

• Account: Select your account (this is usually auto-populated)

• Case Type: Product Support & Account

• Product: Vista/Vista Web

• Application: Vista

• Support Category: Azure Virtual Desktop

• Subject: App Xchange Agent Install Request

• Description:

• Please install the App Xchange Agent onto our D2 server. Here is the necessary information.

  Server Name: [Enter the name of the server your Vista instance is hosted on] (For example V824D1)

  Vista Service User name: [Enter the Vista Service User name you created in Step 4 (for example, SmartBarrelAppXchange)]

  On-Prem Agents page: [Enter the full URL of your account's On-Prem Agents page from Step 3. For example,

  https://app.xchange.trimble.com/accounts/0/connectivity/on-prem-agents

  ]
  

   

Step 6: Save Connection Credentials in App Xchange

• Log back into your App Xchange connectivity page click Connections > +Create Connection.
• Select Primary Database Only under Select Connection Definition
• Please refer to the link on how to populate the fields: Link to App Xchange Help Documentation - Vista Connect Configuration

After you enter in your credentials ensure that you select the blue connector name Vista to open the registration configuration drawer and populate this parameter.

• Default Companies: Enter the value of the Vista company you want App Xchange to connect to. Choose Add Item to enter additional companies.

• Need Help?
• If you encounter any issues during the setup process, please contact SmartBarrel's support team or your implementation manager for assistance.