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Siteline + Viewpoint Vista - Setup (Siteline)

One-time setup for the Siteline + Viewpoint Vista integration via Siteline

Written by Bradley LaFave

Intended audience: technical user. This page covers the one-time Vista-side configuration required to connect Vista to Siteline: whitelisting Siteline's static IP and creating a SQL user. Day-to-day billing workflows are covered on the Usage page.

To authorize Siteline to read and write data between Vista and Siteline, you will need to complete the following steps.

  1. Whitelist Siteline's static IP — Hosted or Cloud Versions of Vista

    If you are using a hosted (cloud) version of Viewpoint Vista, you will need to open a case with Viewpoint Customer Support to add Siteline's static IP address to your Vista TLS Database Endpoint IP whitelist.

    1. Log in to your Customer Support account.

    2. Select My Resources, then Submit a Case.

      Viewpoint Customer Support: Submit a Case

    3. Select Support, then Systems/IT.

      Viewpoint Customer Support: Support → Systems/IT

    4. Under Which product are you using?, input the following and select Search Knowledge Base:

      • Product: select "Vista".

      • Version: select the version of your Vista instance (e.g. 2022 R2).

      • Module: select "Vista Server and IT Related".

      • Brief Summary: input "TLS Database Endpoint IP Whitelist".

      Viewpoint Customer Support: Search Knowledge Base form

    5. Scroll to the bottom of the page and press Continue to Case Creation.

    6. Under Case Create, select a Priority. Under Description, add the following:

      Hi — we are looking to whitelist Siteline's IPs for TLS Database Endpoint connectivity with our Vista instance. Here are the static IPs:

      1. 136.111.250.112

      2. 34.123.68.248

      Could you also let us know what the database name and port are for our instance?

    7. Press Submit.

    8. You should receive a response from Viewpoint Support within 24–48 hours confirming the IP address has been whitelisted. Make a note of the hostname (e.g. {hostname}-sql.viewpointdata.cloud) and port number — you'll share these with Siteline in the final step.

  2. Whitelist Siteline's static IP — On-premise Versions of Vista

    If you are on an on-premise version of Viewpoint Vista, you will need to whitelist Siteline's static IPs to connect to your SQL server by adding them to your firewall for your network:

    1. 136.111.250.112

    2. 34.123.68.248

    If you're unable to connect from Siteline even after whitelisting the IPs above, double-check that the Vista SQL Server port is open to those IPs and reach out to your Siteline CSM.

  3. Create a SQL user

    After whitelisting Siteline's IP, you'll need to create a SQL user so Siteline can read and write data from and to your Vista server.

    If you do not have access to Microsoft SQL Server Management Studio, we recommend following Trimble's guide on creating SQL accounts within Viewpoint Vista.

    1. Open Microsoft SQL Management Studio and log in to your Vista SQL Server.

    2. Select Security, right-click Logins, then select New Login....

      SQL Server Management Studio: Security → Logins → New Login

    3. Under General:

      • Input a new Login name (e.g. siteline-user).

      • Select SQL Server authentication.

      • Add details for a password.

      • Uncheck Enforce password policy.

      • Set Default database to Viewpoint.

      Your password must meet the following criteria:

      • Be at least 8 characters long

      • Contain at least one letter, one number, and one special character (e.g. !, @, #, $, etc.)

      • Not be part of an online data leak (we check passwords against Have I Been Pwned securely, without sending the actual password to their servers)

      SQL Server New Login: General tab with SQL Server authentication selected

    4. Under User Mapping:

      • In the Database column, select Viewpoint.

      • Under Database role membership for Viewpoint, select:

        • db_datareader

        • db_datawriter

        • public

        • VCSUsers

      SQL Server New Login: User Mapping tab with Viewpoint database roles selected

    5. Select OK to create the user.

  4. Share connection details with Siteline

    Once the IP is whitelisted and the SQL user is created, share the following with your Siteline CSM through a secure channel (e.g. 1Password shared vault):

    • Hostname — the value provided by Viewpoint Support (hosted/cloud) or your SQL Server host (on-premise).

    • Port — the value provided by Viewpoint Support (hosted/cloud) or the port your SQL Server is listening on (on-premise).

    • Database — the name of the database Siteline should read from (typically Viewpoint).

    • Username and Password — the SQL login you created in the previous step.

    Siteline will use these credentials to complete the connection on our side. Your CSM will confirm once the integration is live.

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