View source for Setting up a new organization

An '''Organization''' is the fundamental VCD (Virtual Cloud Director) grouping. An Organization contains users, the vApps they create and the resources the vApps use. An organization can be a department in your own company or an external customer you're providing Cloud resources to.



To set up a new organization:



#Log in as an administrator.
#Click on the '''Home '''tab.
#Click '''Set up this organization'''.



When you arrive at the '''Name this Organization''' page:


<ol start="4">
<li>In the '''Organization''' '''name''' field, enter the name for your new organization. (This is the unique identifier in the full URL which users will use to log in to this organization. You can only use alphanumeric characters.)</li>
<li>In the '''Organization full name '''field, enter the name that you would like to display in the cloud application header when users log in.</li>
<li>In the '''Description '''field, enter a description for the organization.</li>
<li>Click '''Next'''.</li>
</ol>



&lt;img src="/mediawiki/index.php?action=ajax&title=-&rs=SecureFileStore::getFile&f=/f/f2/Set_up_an_organization1.PNG" _fck_mw_filename="Set up an organization1.PNG" _fck_mw_location="none" alt="Set up an organization1.PNG" /&gt;





When you arrive at the '''Add Local Users''' page:


<ol start="8">
<li>Click '''Add...'''</li>
<li>In the '''User name''' field, create a user name for the user.</li>
<li>In the '''Password''' field, create a password for the user.</li>
<li>In the '''Confirm password '''field, re-enter the password that you created in the previous step.</li>
<li>Make sure that the '''Enable '''checkbox has been selected. If the checkbox is not selected the user will not be activated.</li>
<li>From the '''Role''' dropdown list, select a role for the user.</li>
<li>(''Optional) ''In the '''Full name''' field, enter the user's full name.</li>
<li>''(Optional)'' In the '''Email address''' field, enter the user's email address.</li>
<li>''(Optional) ''In the '''Phone''' field, enter the user's phone number.</li>
<li>''(Optional)'' In the '''IM '''field, enter the user's instant messaging ID.</li>
<li>In the '''All VMs quota '''section:</li>
</ol>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; a)&nbsp; select or enter a fixed quota for the user.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; '''OR'''

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; b)&nbsp; select the circle beside '''Unlimited '''to grant the user with an unlimited quota.
<ol start="19">
<li>In the '''Running VMs quota''' section:</li>
</ol>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; a)&nbsp; select or enter a fixed quota for the user.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; '''OR'''

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; b)&nbsp; select the circle beside '''Unlimited '''to grant the user with an unlimited quota.
<ol start="20">
<li>Click '''OK'''.</li>
</ol>



&lt;img src="/mediawiki/index.php?action=ajax&title=-&rs=SecureFileStore::getFile&f=/c/c3/Add_local_user1.PNG" _fck_mw_filename="Add local user1.PNG" _fck_mw_location="none" alt="Add local user1.PNG" /&gt;




<ol start="21">
<li>Click '''Next'''.</li>
</ol>



When you arrive at the '''Email Preferences '''page:


<ol start="22">
<li>Choose a '''SMTP server''' to use:</li>
</ol>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; a) select the circle beside '''Use system default SMTP server''.'''''

'''&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; OR'''

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; b) select the circle beside '''Set organization SMTP server'''.



<span style="color:#0000cd">If you selected '''Use system default SMTP server''', proceed to step 28.</span>

<span style="color:#0000cd">If you selected '''Set organization SMTP server''', continue at step 23.</span>


<ol start="23">
<li>In the '''SMTP server name''' field, enter the server name of your email server.</li>
<li>In the '''SMTP server port '''field, enter the port that connects your email server.</li>
<li>''(Optional) ''To enforce authentication credentials, select the '''Requires authentication.'''</li>
<li>''(Optional) ''In the '''User name '''field, enter a user name.</li>
<li>''(Optional) ''In the '''Password '''field, enter a password.</li>
<li>Set up the '''Notification Settings '''for the user:</li>
</ol>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; a) select the circle beside '''Use system default notification settings''.'''''

'''&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; OR'''

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; b) select the circle beside '''Set organization notification settings.'''

<br/><span style="color:#0000cd">If you selected '''Use system default notification settings''', proceed to step 32 .</span>

<span style="color:#0000cd">If you selected '''Set organization notification settings''', continue at step 29.</span>


<ol start="29">
<li>In the '''Sender's email address '''field, enter the email address of the sender.</li>
<li>In the '''Email subject prefix '''field, create a default subject heading for your email.</li>
<li>In the '''Send system notifications to '''field:</li>
</ol>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; a) select the circle beside '''All organization administrators.'''

'''&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; OR'''

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; b) select the circle beside '''These email addresses''', and then enter email addresses in the proceeding field (separate email addresses using a comma).
<ol start="32">
<li>In the '''Test desination '''field, enter an email address to send a test email to.</li>
<li>Click '''Test email settings'''. </li>
<li>Click '''Next'''.</li>
</ol>