yuuvis® RAD agent manages the editing of yuuvis® RAD document files using local applications. It adds 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).
- 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).
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.
Click your profile picture on the yuuvis® RAD bar, then click the Settings button.
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).
You can open yuuvis® RAD agent via the task bar on the Windows desktop.
Switch to the Connections area in yuuvis® RAD agent.
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.
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 Connections icon in the header of the managed yuuvis® RAD documents in the Files area.
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.
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.
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.
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.