Install the Xchange Agent

Installing the Xchange Agent on your Vista server allows it to connect directly to App Xchange services.

Before you begin: Find your activation code by opening this connector's workspace in App Xchange, selecting the pencil icon by the workspace name, and then scrolling down to the Agent Info section. Record it for later.

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 to complete these steps on your own.

Cloud Installation

Submit a link to this topic to Viewpoint Support. Please mark the support case as Cloud Support and title the case Please install the Xchange Agent on our D2 server. Provide your activation code and server name.

Note: The Xchange Agent will be hosted free of charge for ViewpointOne or Trimble Construction One customers. You will need to send them the activation code.

On-Prem Installation

Before you begin: Ensure that your server meets the minimum requirements for the Xchange Agent. For more information, see Xchange Agent. Ensure that the Xchange Agent is not already installed on your server.

1. Download the latest version of the Xchange Agent here.

2. Move the zip file to the server where the ERP is hosted.

3. Install the Xchange Agent by following the instructions in the installation wizard. When prompted, enter your activation code.

4. Once the Xchange Agent is installed, follow up with your App Xchange Customer Success Manager so they can ensure the connection is successfully established.

5. Proceed to the next step of your setup: Create a Vista SQL User for the Xchange Agent.