Connecting yuuvis® RAD agent

Valid for: yuuvis® RAD client version 6.x

yuuvis® RAD agent manages the editing of yuuvis® RAD document files using local applications. It add several new functions to yuuvis® RAD client:

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.

  1. Click your profile picture on the yuuvis® RAD bar, then click the Settings button.

  2. Tick the Use installed agent checkbox in the Agent area.

yuuvis® RAD client is now ready to use yuuvis® RAD agent.

The Lock document on open area is added to the settings menu.

Additional actions for editing document objects are available in the object area and in the actions menu (see actions marked with an asterisk (*) in The Actions Menu).

  1. You can open yuuvis® RAD agent via the task bar on the Windows desktop.

  2. Switch to the agent connections area Connections area in yuuvis® RAD agent.

  3. If no connection profile has already been stored in yuuvis® RAD agent, you first need to create a connection profile using the Plus icon Connections icon. Your administrator will provide you with the required connection data.

  4. If a connection profile is stored in yuuvis® RAD agent, click the grayed-out agent inactive connections area Connections icon.

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 agent documents in yuuvis® RAD, 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.

yuuvis® RAD agent also supports secure connections with self-signed certificates to yuuvis® RAD server and single sign-on methods. Contact your administrator for more information.

Closing Connections

Before you can break the connection between yuuvis® RAD agent and yuuvis® RAD server, you need to close all yuuvis® RAD agent documents managed in yuuvis® RAD and opened in the local applications for editing. The yuuvis® RAD agent documents managed in yuuvis® RAD 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.