Difference between revisions of "Setting up a new organization"
Your guide to pathway services
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− | An | + | <p>An <b>Organization</b> 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. |
− | + | </p><p><br /> | |
− | + | </p><p>To set up a new organization: | |
− | + | </p><p><br /> | |
− | To set up a new organization: | + | </p> |
− | + | <ol><li>Log in as an administrator. | |
− | + | </li><li>Click on the <b>Home </b>tab. | |
− | + | </li><li>Click <b>Set up this organization</b>. | |
− | + | </li></ol> | |
− | + | <p><br /> | |
− | + | </p><p>When you arrive at the <b>Name this Organization</b> page: | |
− | + | </p><p><br /> | |
− | + | </p> | |
− | + | ||
− | When you arrive at the | + | |
− | + | ||
− | + | ||
<ol start="4"> | <ol start="4"> | ||
− | <li>In the | + | <li>In the <b>Organization</b> <b>name</b> 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 | + | <li>In the <b>Organization full name </b>field, enter the name that you would like to display in the cloud application header when users log in.</li> |
− | <li>In the | + | <li>In the <b>Description </b>field, enter a description for the organization.</li> |
− | <li>Click | + | <li>Click <b>Next</b>.</li> |
</ol> | </ol> | ||
− | + | <p><br /> | |
− | + | </p><p><img src="/mediawiki/images/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" /> | |
− | + | </p><p><br /> | |
− | + | </p><p><br /> | |
− | + | </p><p>When you arrive at the <b>Add Local Users</b> page: | |
− | + | </p><p><br /> | |
− | + | </p> | |
− | + | ||
− | + | ||
− | When you arrive at the | + | |
− | + | ||
− | + | ||
<ol start="8"> | <ol start="8"> | ||
− | <li>Click | + | <li>Click <b>Add...</b></li> |
− | <li>In the | + | <li>In the <b>User name</b> field, create a user name for the user.</li> |
− | <li>In the | + | <li>In the <b>Password</b> field, create a password for the user.</li> |
− | <li>In the | + | <li>In the <b>Confirm password </b>field, re-enter the password that you created in the previous step.</li> |
− | <li>Make sure that the | + | <li>Make sure that the <b>Enable </b>checkbox has been selected. If the checkbox is not selected the user will not be activated.</li> |
− | <li>From the | + | <li>From the <b>Role</b> dropdown list, select a role for the user.</li> |
− | <li>( | + | <li>(<i>Optional) </i>In the <b>Full name</b> field, enter the user's full name.</li> |
− | <li> | + | <li><i>(Optional)</i> In the <b>Email address</b> field, enter the user's email address.</li> |
− | <li> | + | <li><i>(Optional) </i>In the <b>Phone</b> field, enter the user's phone number.</li> |
− | <li> | + | <li><i>(Optional)</i> In the <b>IM </b>field, enter the user's instant messaging ID.</li> |
− | <li>In the | + | <li>In the <b>All VMs quota </b>section:</li> |
</ol> | </ol> | ||
− | + | <p>              a)  select or enter a fixed quota for the user. | |
− | & | + | </p><p>             <b>OR</b> |
− | + | </p><p>              b)  select the circle beside <b>Unlimited </b>to grant the user with an unlimited quota. | |
− | & | + | </p> |
− | + | ||
− | & | + | |
<ol start="19"> | <ol start="19"> | ||
− | <li>In the | + | <li>In the <b>Running VMs quota</b> section:</li> |
</ol> | </ol> | ||
− | + | <p>             a)  select or enter a fixed quota for the user. | |
− | & | + | </p><p>            <b>OR</b> |
− | + | </p><p>            b)  select the circle beside <b>Unlimited </b>to grant the user with an unlimited quota. | |
− | & | + | </p> |
− | + | ||
− | & | + | |
<ol start="20"> | <ol start="20"> | ||
− | <li>Click | + | <li>Click <b>OK</b>.</li> |
</ol> | </ol> | ||
− | + | <p><br /> | |
− | + | </p><p><img src="/mediawiki/images/c/c3/Add_local_user1.PNG" _fck_mw_filename="Add local user1.PNG" _fck_mw_location="none" alt="Add local user1.PNG" /> | |
− | + | </p><p><br /> | |
− | + | </p><p><br /> | |
− | + | </p> | |
− | + | ||
− | + | ||
− | + | ||
<ol start="21"> | <ol start="21"> | ||
− | <li>Click | + | <li>Click <b>Next</b>.</li> |
</ol> | </ol> | ||
− | + | <p><br /> | |
− | + | </p><p>When you arrive at the <b>Email Preferences </b>page: | |
− | + | </p><p><br /> | |
− | When you arrive at the | + | </p> |
− | + | ||
− | + | ||
<ol start="22"> | <ol start="22"> | ||
− | <li>Choose a SMTP server to use:</li> | + | <li>Choose a <b>SMTP server</b> to use:</li> |
</ol> | </ol> | ||
− | + | <p>             a) select the circle beside <b>Use system default SMTP server<i>.</i></b> | |
− | & | + | </p><p><b>             OR</b> |
− | + | </p><p>             b) select the circle beside <b>Set organization SMTP server</b>. | |
− | + | </p><p><br /> | |
− | + | </p><p>If you selected <b>Use system default SMTP server</b>, proceed to step 28. | |
− | & | + | </p><p>If you selected <b>Set organization SMTP server</b>, continue at step 23. |
− | + | </p><p><br /> | |
− | + | </p> | |
− | + | ||
− | If you selected | + | |
− | + | ||
− | If you selected | + | |
− | + | ||
− | + | ||
<ol start="23"> | <ol start="23"> | ||
− | <li>In the | + | <li>In the <b>SMTP server name</b> field, enter the server name of your email server.</li> |
− | <li>In the | + | <li>In the <b>SMTP server port </b>field, enter the port that connects your email server.</li> |
− | <li> | + | <li><i>(Optional) </i>To enforce authentication credentials, select the <b>Requires authentication.</b></li> |
− | <li> | + | <li><i>(Optional) </i>In the <b>User name </b>field, enter a user name.</li> |
− | <li> | + | <li><i>(Optional) </i>In the <b>Password </b>field, enter a password.</li> |
+ | <li>Set up the <b>Notification Settings </b>for the user:</li> | ||
+ | </ol> | ||
+ | <p>             a) select the circle beside <b>Use system default notification settings<i>.</i></b> | ||
+ | </p><p><b>             OR</b> | ||
+ | </p><p>             b) select the circle beside <b>Set organization notification settings.</b> | ||
+ | </p><p><br />If you selected <b>Use system default notification settings</b>, proceed to step . | ||
+ | </p><p>If you selected <b>Set organization notification settings</b>, continue at step 29. | ||
+ | </p><p><br /> | ||
+ | </p> | ||
+ | <ol start="29"> | ||
+ | <li>In the <b>Sender's email address </b>field, enter the email address of the sender.</li> | ||
+ | <li>In the <b>Email subject prefix </b>field, create a default subject heading for your email. </li> | ||
+ | <li>In the <b>Send system notifications to </b>field:</li> | ||
+ | </ol> | ||
+ | <p>             a) select the circle beside <b>All organization '</b><i>administrators'</i>. | ||
+ | </p><p><b>             OR</b> | ||
+ | </p><p>             b) select the circle beside <b>These email addresses</b>, and then enter email addresses in the proceeding field (separate email addresses using a comma). | ||
+ | </p> | ||
+ | <ol> | ||
<li></li> | <li></li> | ||
</ol> | </ol> |
Revision as of 12:48, 13 February 2014
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:
- 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.)
- In the Organization full name field, enter the name that you would like to display in the cloud application header when users log in.
- In the Description field, enter a description for the organization.
- Click Next.
<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" />
When you arrive at the Add Local Users page:
- Click Add...
- In the User name field, create a user name for the user.
- In the Password field, create a password for the user.
- In the Confirm password field, re-enter the password that you created in the previous step.
- Make sure that the Enable checkbox has been selected. If the checkbox is not selected the user will not be activated.
- From the Role dropdown list, select a role for the user.
- (Optional) In the Full name field, enter the user's full name.
- (Optional) In the Email address field, enter the user's email address.
- (Optional) In the Phone field, enter the user's phone number.
- (Optional) In the IM field, enter the user's instant messaging ID.
- In the All VMs quota section:
a) select or enter a fixed quota for the user.
OR
b) select the circle beside Unlimited to grant the user with an unlimited quota.
- In the Running VMs quota section:
a) select or enter a fixed quota for the user.
OR
b) select the circle beside Unlimited to grant the user with an unlimited quota.
- Click OK.
<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" />
- Click Next.
When you arrive at the Email Preferences page:
- Choose a SMTP server to use:
a) select the circle beside Use system default SMTP server.
OR
b) select the circle beside Set organization SMTP server.
If you selected Use system default SMTP server, proceed to step 28.
If you selected Set organization SMTP server, continue at step 23.
- In the SMTP server name field, enter the server name of your email server.
- In the SMTP server port field, enter the port that connects your email server.
- (Optional) To enforce authentication credentials, select the Requires authentication.
- (Optional) In the User name field, enter a user name.
- (Optional) In the Password field, enter a password.
- Set up the Notification Settings for the user:
a) select the circle beside Use system default notification settings.
OR
b) select the circle beside Set organization notification settings.
If you selected Use system default notification settings, proceed to step .
If you selected Set organization notification settings, continue at step 29.
- In the Sender's email address field, enter the email address of the sender.
- In the Email subject prefix field, create a default subject heading for your email.
- In the Send system notifications to field:
a) select the circle beside All organization 'administrators'.
OR
b) select the circle beside These email addresses, and then enter email addresses in the proceeding field (separate email addresses using a comma).