Cascade Portal:  Adding and Importing Users

Adding and Importing Users into the Cascade Portal

Author: Eric Vasbinder

Applicable ERPs:

• Vista

Overview

The Cascade portal is used in our Trimble Viewpoint Vista ERP clouds for several key workflows:

• Managing user logins for users who use our older RDP-based clouds, such as Viewpoint For Cloud (VFC) and Viewpoint Enterprise Cloud (VEC) RDP

• Managing the user login names for users of Vista Remote Link (VRL) who are NOT using SSO

• Managing Group membership for access to file shares such as the Viewpoint Repository and/or ADP

Given that, it is possible that your organization may need to add users into the Cascade portal to allow for those needs above to be met.

As such, it is important for anyone with admin rights in the Cascade portal to understand how to add and import users into Cascade.  Please read on for detailed instructions on how to first create a new user, then on how to import a batch of users into Cascade.

IMPORTANT

If you use VRL to access Vista and use SSO for logins, AND you do NOT need access to the Viewpoint Repository folder or any other file share for on the Vista server, then you will likely NOT use Cascade and thus this article may not apply to you.  Please reach out to Trimble Viewpoint support or your local IT if you have any doubt.

Adding a Single New User

1. Browse to https://cascade.viewpoint.cloud and then log in.

2. Once logged in you will see your main Cascade home screen, which should be the "User Management" tab, showing the users in the local AD in your Viewpoint cloud environment.

3. Please click on "Add User" to proceed.

4.  Add the First name and Last name of the new user.  Do NOT change the user name as it will be automatically populated by the Cascade portal into the proper format.

5.  Append the company code of this environment, within parentheses, to the name shown in the Display Name field.

6.  Enter a temporary password that the user can use to log in to reset their password, access, AVD, etc.  (Optional but recommended).

7.  Enter a phone number for the user account.

8.  Click "ADD" to add the user to the new user batch down below.

9.  Once you have added all the users you'd like to add to the batch of new users, please click "Submit Users".

NOTE:   If you do not click "Submit Users", the process will NOT be completed and the users will NOT be added.

10.  You will now see an XLS spreadsheet be downloaded to your workstation, with the detailed results of the add user request.

If there are no errors, you are done; the users added!

Importing Users

1. Browse to https://cascade.viewpoint.cloud and then log in.

2. Once logged in you will see your main Cascade home screen, which should be the "User Management" tab, showing the users in the local AD in your Viewpoint cloud environment.

3. Please click on "Add User" to proceed.

4.  Click the "Import Users" tab.

5.  Download the XLSX template for adding users.

6.  Open the downloaded template XLSX in Excel.

7.  Once you are in Excel, please Add the following data for each user to be imported into the XLSX:

• UserName:  the username is in the format of FirstInitial.LastName.CompanyCode@viewpoint.cloud

• First and Last Names of the user

• Display name should be as shown above, including the company code in between the parentheses

• Phone number is opitional and is just the country code, plus the phone number itself.

8.  Save the template with the data within.

9.  Return to the web browser and click the button "Choose File".

10.  Click submit to add the users to the list.                                 

Removing a User from a Group

1.  Once you are on the group management screen, please click on the "Trash can" to remove the user(s) in question the group list.

2.  Click "Update Group" to push through the change.  

NOTE:  Again, as per the above, if you do not click on "Update Group" your changes will NOT be completed and the users will remain in the group.