.. _create_a_provider:

Create a Provider
-----------------

This procedure creates a provider hierarchy node in VOSS Automate and, optionally, a default provider 
administrator.


.. note::

   * References to HCM-F and Shared Data Repository (SDR) are only relevant if installed.
   * In VOSS Automate, the provider name is set to the current service provider name
     in HCM-F (if applicable).



**Perform these steps**:

1. Log in to VOSS Automate: 

   * Enterprise deployment: Log in as entadmin at sys.hcs.
   * Provider deployment: Log in as hcsadmin at sys.hcs.

#. Go to (default menus) **Provider Management > Providers**. 
#. On the **Providers** page, click **Add**.
#. On the **Service Provider Details** tab, complete the following fields:

.. tabularcolumns:: |p{5cm}|p{10cm}|

+--------------------+-----------------------------------------------+
| Field              | Description                                   |
+====================+===============================================+
|                    | The name of the provider. The name is         |
|                    | automatically set to the current service      |
|                    | provider name in HCM-F (if applicable). You   |
|                    | can keep the existing name or overwrite with  |
|                    | a more meaningful name. This field is         |
|                    | mandatory.                                    |
|                    |                                               |
|                    | Note:                                         |
|                    |                                               |
| Name               | * Once you've saved the provider, you can't   |
|                    |   change the provider name.                   |
|                    | * Any spaces in the provider name are         |
|                    |   converted to underscores in the provider    |
|                    |   local administrator name and email, if the  | 
|                    |   **Create Local Admin** check box is         |
|                    |   selected.                                   |
+--------------------+-----------------------------------------------+
| Decouple SDR Name  | Provider deployment only                      |
|                    |                                               |
|                    | Choose this option to set a Provider name in  |
|                    | VOSS Automate that is different from the      | 
|                    | service provider name in HCM-F. Service       |
|                    | provider names that were synchronized from    |
|                    | VOSS Automate 8.1(x) or are set to "All       |
|                    | Service Providers" can remain unchanged in    |
|                    | HCM-F. If you leave clear, the provider name  |
|                    | you enter in the **Name** field is            |
|                    | synchronized into HCM-F as the service        |
|                    | provider name.                                |
+--------------------+-----------------------------------------------+
| SDR Name           | Provider deployment only                      |
|                    |                                               |
|                    | The service provider name to store in the SDR |
|                    | on HCM-F. This field appears only if          |
|                    | **Decouple SDR Name** is selected.            |
+--------------------+-----------------------------------------------+
| Description        | A description of the provider.                |
+--------------------+-----------------------------------------------+
|                    | The domain of the provider. For example,      |
|                    | provider.com. Used when creating the default  |
| Domain Name        | local administrator so the administrator can  |
|                    | log in with an email ID such as               |
|                    | ProviderAdmin@provider.com. This field is     |
|                    | mandatory.                                    |
+--------------------+-----------------------------------------------+
| Create Local Admin | Defines whether a default local               |
|                    | administrator is created.                     |
+--------------------+-----------------------------------------------+
|                    | For Provider deployments, the HCS default     |
|                    | Provider role used to create a new role       | 
|                    | prefixed with the provider name.              |
|                    |                                               |
| Cloned Admin Role  | For Enterprise deployments, the ENT default   |
|                    | Provider role used to create a new role       |
|                    | prefixed with the provider name.              |
|                    |                                               |
|                    | The Provider role, shown in Default Admin     |
|                    | Role field, is assigned to the default        |
|                    | local administrator. This field appears only  |
|                    | if the **Create Local Admin** check box is    |
|                    | selected.                                     |
+--------------------+-----------------------------------------------+
|                    | The created provider role that is assigned to |
| Default Admin Role | the default local administrator. This field   |
|                    | is read-only and appears only if the **Create |
|                    | Local Admin** check box is selected.          |
+--------------------+-----------------------------------------------+
| Default Admin      | The password to assign to the default local   |
| Password           | administrator. This mandatory field appears   |
|                    | only if thr **Create Local Admin** check box  |
|                    | is selected.                                  |
+--------------------+-----------------------------------------------+
| Repeat Default     | Confirm the default local administrator       |
| Admin Password     | password. This mandatory field appears only   |
|                    | if the **Create Local Admin** check box is    |
|                    | selected.                                     |
+--------------------+-----------------------------------------------+

4. On the **Contact Information** tab, enter address, email, and phone
   information, as appropriate.

#. Click **Save**.