Configure your enterprise to get up and running with
Viewpoint Team™.
Before you can configure your enterprise, you must have the
following:
- Received an email notification with the link to confirm your email and configure
your account.
- Have a Vista account with administrative
permissions.
- Completed the Viewpoint Team™ installation.
Once you have been set up by Viewpoint with a new Viewpoint Team™ enterprise, you will receive an email notification with a link to
confirm your email and configure your account. Once your account has been set up you
will be stepped through the process for registering your Vista™
instance with the web solution. When that has successfully completed, you can start
inviting your users from the Admin Center.
-
From the email notification, click the Confirm Email and Configure
Account link.
The Viewpoint TeamConfigure New Enterprise page opens in
an internet browser window.
-
Create an admin account by entering information into the following
fields:
- First Name
- Last Name
- Create a Password
-
Click Create Account.
The
Configure New Enterprise
screen appears.
Important: Note that the
Vista-Team Connector
Status field currently shows your enterprise as Unregistered. You will
return to this screen later in the process, once you have registered your
endpoint—and your enterprise's status will be changed to "Registered"—so
keep this screen open.
-
Copy the entire code in the Your Registration Key
field.
You need to enter this registration key in step 7.
Tip: To copy the
registration key, click in the field, press Ctrl +A to select the entire
key, then right-click and select Copy.
-
To register your end point, open a new internet
browser window and enter your unique URL:
https://[local_Vista-Team_Connector_server]/Registration/RegisterServer.
The Endpoint Registration
Introduction page appears.
-
Click Start.
The Endpoint Registration Vista Online Key page
appears.
-
Paste the registration key that you copied in step 4 into the Vista
Online Registration Key field.
-
Click Continue.
The Endpoint Registration Vista
Authentication page appears.
-
Enter your own Vista account credentials in the
UserName and Password
fields.
Note: Your Vista account must have administration
permissions to make full use of Viewpoint Team™ administrative
controls. If you do not have administrative access, contact your system
administrator.
-
Click Sign In.
The Registration Endpoint page
appears.
-
Confirm that the values in the Vista-Team Connector Endpoint
URL and Viewpoint
Team Enterprise fields are correct.
-
Click Register.
The Registration Complete page appears, notifying
you that you have successfully registered your Vista
endpoint.
-
Return to the Configure New Enterprise page you left open
in step 3, and click Check Status.
Note: If you closed the Configure New Enterprise page, your
endpoint has successfully been registered, and you can proceed to Viewpoint Team™, and log in.
The Vista-Team Connector Status
field shows that your enterprise is Registered.
-
Click Continue.
The Registration Complete page
appears.