Manage Customers¶
This procedure adds a new customer, and updates an existing customer.
Note
References to HCM-F and Shared Data Repository (SDR) are only relevant if installed.
In VOSS Automate, if the customer name matches an existing customer previously configured in HCM-F, you can migrate the existing customer.
If required, you can disable number management for the customer.
Log in as Provider or Reseller administrator (depending on which organization manages the customer).
Note
Log in using the Provider or Reseller admin’s email address (case-sensitive). You can find this email address via (default menus) User Management > Admins. Click on the admin’s name to view the email address.
Choose the hierarchy.
Note
If logged in as Provider and the customer is to be added under a reseller, set the hierarchy path to the reseller.
Go to (default menus) Customer Management > Customers.
On the Customers page:
To add a new customer, click Add.
To update an existing customer, click on the customer name.
Fill out or update the fields on the page:
Field |
Description |
|---|---|
Customer Name |
Mandatory. The name of the customer. Note that when Create Local Admin is selected, any spaces in the customer name are converted to underscores in the Customer local administrator name and email. (Provider deployment) A customer configured in HCM-F and synced in to VOSS Automate may exist at the sys.hsc hierarchy. If customer name matches this customer, the Migrate from HCM-F to VOSS Automate checkbox is displayed. Click Save to migrate this customer to the current hierarchy. Fields are populated with the values configured in HCM-F. If you don’t want to migrate the customer, enter a different customer name. |
Description |
Customer description |
Extended Name (Provider) |
Descriptive name for the customer, used by external clients to correlate their own customer records with customer records stored in HCS. Extended name value is synced to the customer record in the Shared Data Repository (SDR). Extended Name is not referenced by other components in HCS. |
External Customer ID (Provider) |
External customer ID used by the Service Inventory service, and included as a column in the customer record of the service inventory report. Specify an External Customer ID in this field that matches the customer ID used by the external inventory tool that receives the Service Inventory reports. If the Service Inventory service is not being used, this field is not required. However, it can be used to correlate customer records in external systems with customer records in HCS. |
Domain Name |
Customer domain. This field is used to create email addresses for:
If the customer domain is omitted, the provider domain (or reseller domain, if the customer is under a reseller in the hierarchy and the reseller domain was provided) is used instead. |
Public Sector |
Set the Customer as a Public Sector customer. Used for License Reporting. |
Inactive Billing |
Exclude customer from billing (for testing). Used for License Reporting. |
Field |
Description |
|---|---|
Create Local Admin |
Defines whether a default local administrator is created for the customer. |
Cloned Admin Role |
The Provider or Reseller role used to create a new role prefixed with the customer name. The created customer role, shown in the Default Admin Role field, is assigned to the default local administrator user. This field appears only if the Create Local Admin checkbox is selected. |
Default Admin Role |
The created customer role that is assigned to the default local administrator. This field is read-only, and appears only if the Create Local Admin checkbox is selected. |
Default Admin Password |
The password to assign to the default local administrator. This field appears and is mandatory only if the Create Local Admin checkbox is selected. |
Repeat Default Admin Password |
Confirm the default local administrator password. This field appears and is mandatory only if the Create Local Admin checkbox is selected. |
Field |
Description |
|---|---|
Account ID |
The Account ID is used by external clients to correlate their own customer records with the customer records stored in HCS. This Account ID value is synced to the Customer record in the Shared Data Repository. |
Deal IDs |
Deal IDs are used by the Hosted License Manager (HLM) service which can be activated on the Hosted Collaboration Management Fulfillment (HCM-F) server. HLM supports Point of Sales (POS) report generation. The report includes all customers on the system with aggregate license consumption at customer level. The optional Deal ID field associated with the customer is included in the report. Each customer can have zero or more Deal IDs. The Deal ID field is free text format and each deal ID is separated by a comma. |
Prime Collaboration |
Prime Collaboration is the application which monitors equipment used by this customer. Available Prime Collaboration applications must first be configured using the HCM-F User Interface. Then HCM-F synchronization must be executed on VOSS Automate. After the HCM-F data syncs into VOSS Automate, available Prime Collaboration applications will appear in this drop-down. Select an available Prime Collaboration application to monitor Unified Communications applications and customer equipment configured for this customer. To un-associate Prime Collaboration for this customer, choose None. |
Shared UC Applications |
Indicates whether the customer can use Shared UC Apps. If selected, the customer sites can use Network Device Lists that contain Shared UC Apps. Shared UC Apps are UC Apps that are defined above the Customer hierarchy level. |
Disable Number Management |
Enable or disable Number Management for this customer.
|
If you enable Number Management for a customer after it was disabled, run the DN Audit Tool. See Audit Number Inventory.
Click Save.
Note
When deleting a customer, remove any entities associated with the customer, such as LDAP, SSO providers, Devices, and NDLs.