Customer tasks

This section describes how you can use SA customers to manage your servers through the SA Client.

Assigning a server to a customer

All managed servers must be assigned to exactly one customer, even if they are assigned to the special customer “Not Assigned”. To assign the server to a different customer:

  1. In the SA Client, select the Devices tab.
  2. Navigate to the desired server under the Servers node in the navigation pane.
  3. Select the server.
  4. Select Actions or right click and select Open. This displays a new window with information about the server.
  5. Select Properties in the navigation pane. This displays a list of management information about the server including the customer the server is assigned to.
  6. Select the Change button next to the field. This displays a list of available customers.Customer
  7. Select a customer.
  8. Select the Select button.
  9. Select File > Revert to discard your changes.
  10. Select File > Save to save your changes.

Creating a new customer

To create a new customer, you need to log in as a super administrator. For more information on permissions, see the SA Administer section.

To create a new customer:

  1. Log in to the SA Client as a user with the Customers Feature permission.
  2. Select the Administration tab in the navigation pane. This displays the Customers node at the top of the navigation pane.
  3. Select the Customers node in the navigation pane. This displays all the customers that have been defined.
  4. Select Actions > New. This displays the new customer window. If you do not have the proper permissions, this menu is disabled.
  5. Enter a name and a short name for the new customer. The name is the display name that is used throughout the SA Client. The short name is the name used internally by SA.
  6. Optionally add one or more facilities by selecting the “+” icon. Only servers from facilities associated with the customer can be assigned to the customer. For more information, see About customers and facilities.
  7. Select File > Save to create the new customer.

Viewing or modifying a customer

To modify a customer, you need appropriate permissions. For more information on permissions, see the SA Administer section.

To view or modify a customer:

  1. Log in to the SA Client as a user with the Customers Feature permission.
  2. Select the Administration tab in the navigation pane. This displays the Customers node at the top of the navigation pane.
  3. Select the Customers node in the navigation pane. This displays all the customers that have been defined.
  4. Select the customer you want to view. Information is displayed in the lower pane.
  5. From the View list, select either Properties or Custom attributes.
  6. To open the customer in a separate window, select Actions or right click and select Open. This displays the customer in a separate window.
  7. Select Properties to view or modify the name of the customer or to view or change the facilities associated with the customer.
  8. Select Custom Attributes to view, modify or delete the custom attributes defined by the customer. Select the value of any custom attribute to modify it. Select the “+” icon to add a new custom attribute. Select one or more custom attributes and select the “-” icon to delete them.
  9. Select File > Revert to discard all your changes.
  10. Select File > Save to save your changes to the customer.

Deleting a customer

To delete a customer, you need appropriate permissions. For more information on permissions, see the SA Administer section.

To delete a customer:

  1. Log in to the SA Client as a user with the Customers Feature permission.
  2. Select the Administration tab in the navigation pane. This displays the Customers node at the top of the navigation pane.
  3. Select the Customers node in the navigation pane. This displays all the customers that have been defined.
  4. Select one or more customers you want to delete.
  5. Select Actions or right click and select Delete. This deletes the selected customers. If you do not have the proper permissions, this menu will be disabled.