Connecting yuuvis® RAD agent

yuuvis® RAD client 10.x

You use the optional yuuvis® RAD agent extension to manage the editing of yuuvis® RAD document files with local applications. It add several new functions to yuuvis® RAD client:

It makes it easier to edit a document file using the application configured in Windows (see Opening and Editing a Document File Locally).
It allows you to transfer the document file as an attachment to an e-mail program (see Sending E-mails).
It makes it easier to transfer a document file from Microsoft Office or Outlook if appropriate yuuvis® RAD add-ins are installed (see yuuvis® RAD Office Add-In and yuuvis® RAD Outlook Add-In).

Whether yuuvis® RAD agent is available in your yuuvis® RAD client depends on the configuration of your yuuvis® RAD system. Your administrator can also specify that yuuvis® RAD agent cannot be used or that no changes can be made to the settings in yuuvis® RAD agent.

Establishing a Connection

To coordinate actions in yuuvis® RAD client and yuuvis® RAD agent, the two must be connected with yuuvis® RAD server and with one another via the identical user account. This requires yuuvis® RAD client to be connected to yuuvis® RAD agent in the user settings and yuuvis® RAD agent to be connected to yuuvis® RAD server.

To establish the connection in yuuvis® RAD agent, follow these steps

You can open yuuvis® RAD agent via the task bar on the Windows desktop.
Switch to the Connections area in yuuvis® RAD agent.
1. If no connection profile has already been stored in yuuvis® RAD agent, you first need to create a connection profile using the Connections icon. Your administrator will provide you with the required connection data.
2. If a connection profile is stored in yuuvis® RAD agent, click the grayed-out Connections icon.
Depending on your system environment or your login procedure, you may still need to activate the Single sign-on or OAuth2 checkbox. Contact your administrator for more information.

The connection between yuuvis® RAD agent and yuuvis® RAD server is established.

The status color of the entry for the connection profile changes.

If you are already managing yuuvis® RAD documents in yuuvis® RAD agent, you can alternatively establish a connection by clicking the grayed-out agent inactive connections area Connections icon in the header of the managed yuuvis® RAD documents in the agent files area icon Files area.

More Features

Working with Certificates

yuuvis® RAD agent also supports secure connections with self-signed certificates to yuuvis® RAD server.
Working in Special Environments

yuuvis® RAD agent supports single sign-on and working in environments with Identity Provider and OAuth2. Contact your administrator for more information.
Locking Settings

Your administrator can specify that yuuvis® RAD agent cannot be used or that no changes can be made to the settings in yuuvis® RAD agent.
Automatic Connecting

Your administrator can configure that users in yuuvis® RAD will be automatically connected to yuuvis® RAD agent. Depending on the configuration of the connections in yuuvis® RAD agent, a connection is established upon starting yuuvis® RAD client, or the yuuvis® RAD agent connection dialog will be opened.

Closing Connections

Before you can break the connection between yuuvis® RAD agent and yuuvis® RAD server, you need to close all yuuvis® RAD documents managed in yuuvis® RAD agent and opened in the local applications for editing. The yuuvis® RAD documents managed in yuuvis® RAD agent are not lost by closing the connection or by closing yuuvis® RAD agent.

To disconnect yuuvis® RAD agent and yuuvis® RAD server, follow the same steps you did when connecting them.

To ensure the error-free connection of yuuvis® RAD agent, yuuvis® RAD client, and yuuvis® RAD server, we recommend you configure the browser used on the local workstation as the default browser.