Installing the App Xchange Agent on the local or cloud server hosting your Vista instance allows it to connect directly to App Xchange services.
If you are a Vista Cloud customer, you must have Vista support access. If you are a Vista on-prem customer, you must be a Vista administrator to complete these steps on your own.
Ensure you have completed the following tasks:- Create a Vista Service User
- If you have a separate Vista Attachments database, Authorize the Service User for the Vista Attachments Database
Sign into Trimble Support and create a case. Enter the following information and leave all other fields blank.
- Account: Select your account (this is usually auto-populated)
- Case Type: Select Product Support & Account
- Product: Select Vista/Vista Web
- Application: Select Vista
- Support Category: Select Azure Virtual Desktop
- Subject: Enter App Xchange Agent Install Request
- Description:
Please install the App Xchange Agent onto our D2 server. Here is the required information for the installation.
Activation Code: [Find your activation code by opening this connector's workspace in App Xchange, selecting the workspace name below the horizontal workspace horizontal menu, and then scrolling down to the Agent Info section]
Server Name: [Enter the name of the server your Vista instance is hosted on]
Workspace ID: [Enter your App Xchange workspace ID (for example, 2296 if your workspace URL is https://app.xchange.trimble.com/workspaces/2296/dashboard)]
Vista Service User name: [Enter the Vista Service User name you previously created (for example, XChangeProjectSight)]
Thank you.
Tip: The D1 server hosts your data, while D2 manages access to the web. The Vista team installs the agent on your D2 server, which then makes a connection to the D1 database server you identify in the connection.
Once the App Xchange Agent is installed, follow up with the integration's deployment team so they can ensure the connection is successfully established.