Customer Management Portlet
The following figure shows the Customer Management portlet, where you perform all customer management tasks.
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Number of selected table rows |
9 |
Properties pane |
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Total table rows |
10 |
Enable icon |
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Refresh icon |
11 |
Disable icon |
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Export icon |
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Remove Resources icon |
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Settings icon |
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Add icon |
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Show drop-down list |
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Delete icon |
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Filter icon |
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Edit icon |
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Icon to launch Customer 360° view |
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Managing Customers
You can add, edit, and delete customers; associate customers with resources monitored in the Data Center page; disable and enable customer accounts; and export customer data.
Adding a Customer
Procedure
Step 1 |
From the Prime Central menu, choose . |
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Step 2 |
In the Customer Management portlet, click Add. |
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Step 3 |
In the Add Customer window, enter general information about the new customer, including name (required), industry, contact information, and website URL. The variables that you define must adhere to the constraints described in Customer Information Constraints. |
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Step 4 |
(Optional) Add a customer logo image:
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Step 5 |
Click Add. The new customer is displayed in the Customer Management portlet.
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Customer Information Constraints
When adding or editing a customer, the variables that you define must adhere to the constraints listed in the following table.
Variable |
Constraints |
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Name |
The name must:
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Description |
Can contain up to 4000 characters. All characters are allowed. |
Industry |
Can contain up to 255 characters. All characters are allowed. |
Headquarters |
Can contain up to 255 characters. All characters are allowed. |
Products |
Can contain up to 2000 characters. All characters are allowed. |
URL |
Can contain up to 255 characters. All characters are allowed. |
Stock Symbol |
Can contain up to 255 characters. All characters are allowed. |
Main Contact |
Can contain up to 255 characters. All characters are allowed. |
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Can contain up to 255 characters. All characters are allowed. |
Phone |
Can contain up to 255 characters. All characters are allowed. |
Note |
Can contain up to 2000 characters. All characters are allowed. |
Photo |
Must be in .png, .jpg, or .jpeg format. The logo cannot exceed 128 x 128 pixels or 60 KB. |
Customer Information in the Customer 360° View
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Alarms—Shows customer-specific alarms from the Prime Central Fault Management database.
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Resource Summary—Shows the compute, network, or device resources that are associated with the selected customer.
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Contact Info—Shows detailed customer contact information.
Editing a Customer
Procedure
Step 1 |
From the Prime Central menu, choose . |
Step 2 |
In the Customer Management portlet, select the customer that you want to edit and click Edit. |
Step 3 |
In the Edit Customer window, edit the customer's general information, as required. The variables that you define must adhere to the constraints described in Customer Information Constraints. |
Step 4 |
Click Save. The updated customer is displayed in the Customer Management portlet. |
Deleting a Customer
Procedure
Step 1 |
From the Prime Central menu, choose . |
Step 2 |
In the Customer Management portlet, select the customer that you want to delete and click Delete. |
Step 3 |
At the confirmation prompt, click Yes. |
Associating Resources to Customers
You can associate resources—virtual machines, bare metal blades, and network services—to customers. A single customer can be associated with multiple resources.
Procedure
Step 1 |
From the Prime Central menu, choose . |
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Step 2 |
In the Data Center portlet, depending on the type of resource you want to associate, click the Compute or Network tab. |
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Step 3 |
Select the desired resource and click Associate to Customer.
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Step 4 |
In the Select Customer to Associate window, select the desired customer and click Associate. The resource is assigned to the selected customer.
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Removing Resources from Customers
Procedure
Step 1 |
From the Prime Central menu, choose . |
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Step 2 |
In the Customer Management portlet, select the desired customer and click Remove Resources.
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Step 3 |
In the Remove Resources window, check the check box of the resource that you want to remove; then, click Remove. The resource is removed from the customer. |
Exporting Customer Data
Prime Central lets you export customer data to Microsoft Excel. Opening the exported file with any program other than Excel is not recommended.
If you sort or filter the data before exporting it, the exported data is likewise sorted or filtered. Each row in the exported data has a check box. If you check the left-most check box for a row before export, the corresponding check box in the exported data is also checked.
To export customer data to an Excel file:
Procedure
Step 1 |
From the Prime Central menu, choose . |
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Step 2 |
In the Customer Management portlet, click the Export icon. |
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Step 3 |
At the prompt to open or save the Excel file, click Open.
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Step 4 |
Click Yes at the following prompt:
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