How to Create a Vista Service User and Install the App Xchange Agent
The App Xchange Agent connects your Viewpoint Vista ERP to Tenna so the integration can move data between the two systems. This article covers how to create a Vista Service User for the integration and how to have the App Xchange Agent installed on your server. It applies to both cloud-hosted and on-premises Vista instances; steps that apply to only one environment are labeled.
Permission Requirements: Users require Vista administrator access with SQL access in order to complete this task.
Pro Tip! Create a new Service User for each discrete integration, even if you already have an integration using a Vista Service User.
In this article:
Assign Datatype Security Groups
Grant Additional SQL Roles (On-Prem Only)
Create the Vista Service User
- 1
- In Vista, open Viewpoint Administration > Programs > VA User Profile.
- 2
- Click the "New Record" icon.
- 3
- In the User Name field, enter a descriptive username to identify this Service User. The recommended username is XChangeTenna.
IMPORTANT! Do not exceed the maximum character limit of 128 characters.
- 4
- In the User Type dropdown, select "User Application".
- 5
- In the Full Name field, enter XChangeTenna.
- 6
- In the Email Address field, enter any email address.
NOTE: The integration does not use the email address, but the Vista form requires it.
- 7
- Click the "Save" icon. An error message displays stating that no SQL login matches the username.
- 8
- Click "Close".
- 9
- Create a strong password for the Service User.
Assign Datatype Security Groups
In Vista, assign the proper datatype security groups to XChangeTenna for each company you want to integrate.
IMPORTANT! This step is essential for any Vista companies that leverage datatype security. The integration is unable to move data with an improper data security setup.
Grant Additional SQL Roles (On-Prem Only)
NOTE: Skip this section if your Vista instance is cloud-hosted.
In a SQL manager, grant XChangeTenna the following roles:
- db_datareader
- public
- VCSUsers
Record Your Connection Information
Record the following information. You need it to complete the integration setup.
- Server name: The name of the server your Vista instance is hosted on.
- Database name: The name of your Vista database.
- Service User name: The username you created, i.e., XChangeTenna.
- Service User password: The password you created for the Service User.
Request the Agent Installation (Cloud-Hosted)
NOTE: If your Vista instance is hosted on-premises, the App Xchange Agent is installed on your own server rather than through Trimble Support. Contact Customer Support at help@tenna.com for assistance with an on-premises installation.
- 1
- Sign in to Trimble Support and create a case.
- 2
- Enter the following information and leave all other fields blank.
- 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: Use the template below.
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]
Vista Service User name: [Enter the Vista Service User name you previously created, i.e., XChangeTenna]
On-Prem Agents page: [Enter the full URL of your account's On-Prem Agents page. For example, https://app.xchange.trimble.com/accounts/612/connectivity/on-prem-agents]
Thank you.
- 3
- Submit the case.
What Happens Next?
After you submit the case, Trimble Support processes your request and installs the App Xchange Agent. Once it is installed, the agent displays on the On-Prem Agents tab with one of the following states:
- Online: The agent is ready to be used in a connection.
- Awaiting Setup: An error occurred or the process was exited early.
NOTE: If the agent's state is Awaiting Setup, contact Customer Support at help@tenna.com or call 888.836.6269.