User Tools

Site Tools


msp_manage_customers

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
msp_manage_customers [2018/06/13 15:11]
willm
msp_manage_customers [2018/06/19 12:21] (current)
robyn.lin
Line 16: Line 16:
 Once the update sets have been installed: Once the update sets have been installed:
  
-1) Go to Manage Customers ​(SP) tab under the Perspectium MSP app:+1) Go to Manage Customers tab under the Perspectium MSP app:
  
-{{:manage_customers_sp_nav.png?200|}}+{{:manage_cust_menu.png?200|}}
  
-2) The MSP Customers page has a list of all customers (customers per tab). To create a new Customer, click on the blue New button. ​+ 
 +2) The MSP Customers page has a list of all customers (10 customers per tab). To create a new Customer, click on the blue New button. ​
  
 {{:​msp_customers.png?​400|}} {{:​msp_customers.png?​400|}}
Line 42: Line 43:
 **Endpoint Type**: a dropdown with the choices of ServiceNow, HP Service Manager, and Remedy. If ServiceNow is selected, the fields User, Password, and Requires Repeater Agent will be greyed out as ServiceNow does not use these fields. ​ **Endpoint Type**: a dropdown with the choices of ServiceNow, HP Service Manager, and Remedy. If ServiceNow is selected, the fields User, Password, and Requires Repeater Agent will be greyed out as ServiceNow does not use these fields. ​
  
-**ITSM Module**: a dropdown with one choice of Incident Management; currently this will be the only supported module in MSP Version 1.+**ITSM Module**: a dropdown with one choice of Incident Management
 +<WRAP round important 70%> 
 +Currently Incident Management ​will be the only supported module in MSP Version 1. 
 +</​WRAP>​
  
 **Active**: a checkbox indicating if the endpoint is active or not. **Active**: a checkbox indicating if the endpoint is active or not.
Line 90: Line 94:
 {{:​msp_existing_cust.png?​600|}} {{:​msp_existing_cust.png?​600|}}
  
 +<WRAP round info>
 ***Note**: if you click the Active checkbox on the top of the page (as seen in the screenshot above), the Dynamic Share(s) and Transform Map(s) for all the customer'​s corresponding endpoints will be activated/​deactivated accordingly to prevent data from flowing in/​out. ​ ***Note**: if you click the Active checkbox on the top of the page (as seen in the screenshot above), the Dynamic Share(s) and Transform Map(s) for all the customer'​s corresponding endpoints will be activated/​deactivated accordingly to prevent data from flowing in/​out. ​
 +</​WRAP>​
  
 To drill into an endpoint configuration record, click on a row in the MSP Customer Endpoints table. To drill into an endpoint configuration record, click on a row in the MSP Customer Endpoints table.
Line 96: Line 102:
 {{:​msp_existing_cust_endpt.png?​600|}} {{:​msp_existing_cust_endpt.png?​600|}}
  
 +<WRAP round info>
 ***Note**: If you click the Active checkbox to activate or deactivate an endpoint the Dynamic Share and Transform Map for that specific endpoint will be activated/​deactivated accordingly. ​ ***Note**: If you click the Active checkbox to activate or deactivate an endpoint the Dynamic Share and Transform Map for that specific endpoint will be activated/​deactivated accordingly. ​
 +</​WRAP>​
  
 === Deleting a Customer/​Customer Endpoint === === Deleting a Customer/​Customer Endpoint ===
msp_manage_customers.1528927901.txt.gz · Last modified: 2018/06/13 15:11 by willm