Create a Vista SQL User for the Xchange Agent

Creating a SQL Server User in Vista is an essential step in installing the Xchange Agent.

If you are a Vista Cloud customer, a Viewpoint support assistant must complete these steps for you. If you are a Vista on-prem customer, you must be a Vista administrator with SQL server access to complete these steps on your own.

Vista Cloud

Submit a link to this topic to Viewpoint Support. Please mark the support case as Cloud Support and title the case Please create an SQL User on our D2 server.

Vista On-Prem

Important: If the integration you are subscribing to includes moving documents such as receipt images to the Viewpoint server, the XChangeServiceUser requires access to the VPAttachments database in addition to the Viewpoint database. Follow these same steps for both databases.

1. In Vista, configure the Vista Application User.

a. Navigate to Viewpoint Administration > Programs > VA User Profile.

b. Select the New Record icon.

c. Enter XChangeServiceUser in the User Name field.

d. Set the User Type to User Application.

e. Enter XChange Service User in the Full Name field.

f. Enter any email, real or fake, in the Email Address field. The integration does not use it, but the Vista form requires it.

g. Select the Save icon. You will see an error message that no SQL login matches that username. Select Close.

h. Create a strong password. Do not use special characters aside from the exclamation point (!).

Note: If you see an error message like the one below, disregard it. Your new SQL user will still be created and tied to the appropriate Vista user.

2. In Vista, assign the proper datatype security groups to XChangeServiceUser for each company you want to integrate. This step is essential if any companies leverage Vista datatype security, as your integration will be unable to move data with an improper data security setup. For more information, see Datatype Security.

Note: App Xchange only pulls data from the companies you have specified. It will ignore companies that are not listed in the connector configuration.

a. In Vista, navigate to Viewpoint Administration > Programs > VA Data Security Setup. If any datatypes are checked on the Secured column, then you must complete this step or else the integration cannot move your data. Otherwise, skip to step 3.

b. Navigate to Viewpoint Administration > Programs > VA User Profile.

c. Press F4 in the User Name field and select XChangeServiceUser. Select the Security Groups tab.

d. Choose one to proceed.

• If you are configuring a productized integration owned by App Xchange, contact your Vista administrator to reference the integration’s datatype security requirements.

• If you are configuring a productized integration owned by an external partner, consult the integration’s documentation to reference its datatype security requirements. If these requirements are not listed, contact the integration owner directly.

e. Grant XChangeServiceUser security group access to the integration’s required datatypes.

f. Select OK and close Vista. 

3. In an SQL manager, create an XChangeServiceUser SQL User.

a. Create a new user with the login name XChangeServiceUser.

b. Select SQL Server authentication as its authentication method.

c. Enter the password you created for XChangeServiceUser in step 1c when prompted.

d. Disable the option to enforce password policy.

e. Ensure its default database is set to your Viewpoint database.

f. Grant the user db_datareader, public, and VCSUsers roles.

Note: Granting db_datareader is recommended, but optional. This permission allows App Xchange Support to troubleshoot more effectively. If you do not grant db_datareader, you may encounter troubleshooting issues. db_datareader is required for Procore and Concur integrations.

g. Save the new settings.

4. Optional: Authorize the XChangeServiceUser SQL User for the Vista Attachments database.

Note: This step is only necessary if you have a separate Vista Attachments database. To determine if your company has a separate Attachments database, open Vista and navigate to Document Management > Programs > DM Attachment Options. If the Database option is selected under Attachment Storage Location and the database name is NOT a standard Vista database (usually Viewpoint), then you must complete this step.

In an SQL manager, execute the following SQL script:

USE [master]

GO

CREATE LOGIN XChangeServiceUser WITH PASSWORD='Your Password', DEFAULT_DATABASE=[Your Attachment Storage Locations Database name], DEFAULT_LANGUAGE=[us_english], CHECK_EXPIRATION=OFF, CHECK_POLICY=OFF

GO

USE Your Attachment Storage Locations Database name;

GO

CREATE USER XChangeServiceUser FOR LOGIN XChangeServiceUser;

GO

GRANT SELECT, INSERT, UPDATE, EXECUTE TO [XChangeServiceUser]

GO

5. Send your App Xchange Customer Success Manager the following information:

• Server name

• Database name

• Vista Attachments database name (if applicable)

• XChangeServiceUser password

Important: Passwords must be securely shared via your preferred method.

Once your App Xchange Customer Success Manager confirms that your SQL User was successfully created, your ERP Connection is complete. Next, they will configure the Vista Connector in your App Xchange Workspace.