Setting up a new organization

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:

1. Log in as an administrator.
2. Click on the Home tab.
3. Click Set up this organization.

When you arrive at the Name this Organization page:

4. 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.)
5. In the Organization full name field, enter the name that you would like to display in the cloud application header when users log in.
6. In the Description field, enter a description for the organization.
7. Click Next.

When you arrive at the Add Local Users page:

8. Click Add...
9. In the User name field, create a user name for the user.
10. In the Password field, create a password for the user.
11. In the Confirm password field, re-enter the password that you created in the previous step.
12. Make sure that the Enable checkbox has been selected. If the checkbox is not selected the user will not be activated.
13. From the Role dropdown list, select a role for the user.
14. (Optional) In the Full name field, enter the user's full name.
15. (Optional) In the Email address field, enter the user's email address.
16. (Optional) In the Phone field, enter the user's phone number.
17. (Optional) In the IM field, enter the user's instant messaging ID.
18. 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.

19. 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.

20. Click OK.

21. Click Next.

When you arrive at the Email Preferences page:

22. Choose an 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 Set organization SMTP server, proceed to the next step.

If you selected Use system default SMTP server, continue at step 28.

23. In the SMTP server name field, enter the server name of your email server.
24. In the SMTP server port field, enter the port that connects your email server.
25. (Optional) To enforce authentication credentials, select the Requires authentication.
26. (Optional) In the User name field, enter a user name.
27. (Optional) In the Password field, enter a password.
28. Set up the Notification Settings for users:

             a) select the circle beside Use system default notification settings.

             OR

             b) select the circle beside Set organization notification settings.

If you selected Set organization notification settings, proceed to the next step.

If you selected Use system default notification settings, continue at step 31.

29. In the Sender's email address field, enter the email address of the sender.
30. In the Email subject prefix field, create a default subject heading for your email.
31. 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).

32. In the Test destination field, enter an email address to send a test email to.
33. Click Test email settings.
34. Click Next.

When you arrive at the Policies page:

35. From the Maximum runtime lease dropdown lists, select how long vApps can run before they are automatically stopped.
36. From the Maximum storage lease dropdown lists, select how long stopped vApps are available before being automatically cleaned up.
37. From the Storage cleanup dropdown list, select an option to dispose expired VMs.
38. From the Maximum storage lease dropdown lists, select how long stopped vApps are available before being automatically cleaned up.
39. From the Storage cleanup dropdown list, select an option to dispose expired VMs.
40. 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.

41. 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.

42. (Optional) In the Account lockout interval field, specify the amount of time a user will be locked out for.
43. Click Next.

  

44. Review the information on the Ready to Complete page.
45. Click Finish.