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N1 Provisioning Server 3.1, Blades Edition, Control Center Management Guide

Managing Accounts

Use the Administration screen to manage accounts. Refer to Administration Screen for information on navigating the Control Center Administration screen.

This section describes how you can create, remove, or update an account. You might update an account to change the name of the organization and contact details.

Adding, Deleting, and Updating Accounts

You must create an account before you can perform any other account related actions. Figure 3–2 shows the Add Accounts screen.

Figure 3–2 Add Account Screen

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ProcedureHow To Add a New Account

Steps

  1. Login to the Administration screen of the Control Center.

    The Account Tools buttons are appear in the left pane.

  2. Click Accounts on the tools bar.

    The Accounts dialog box appears.

  3. Click the Add New Account button.

  4. Type the appropriate information in the Account Information dialog box fields.

    Fields marked with an asterisk are mandatory fields.

    Note –

    If the account name you have chosen already exists, an error message appears. Use a different account name. Account names are used in the Domain Name Service (DNS) names of farm elements. See DNS Naming Conventions.

  5. Click the Commit Changes button.

    The new account information is saved.

ProcedureHow To Delete an Account

Steps

  1. Login to the Administration screen of the Control Center.

    The Account Tools buttons are appear in the left pane.

  2. Click Accounts on the tools bar.

    The Accounts dialog box appears.

  3. Select the account you want to delete from the Account List.

    The account information appears in the right pane.

  4. Click the Delete Account button in the right pane.

    Note –

    You cannot delete an account if any user and farm is associated with the account. The users must be deleted first. See How To Delete a User Profile.

  5. Click the Commit Changes button.

    The account information is deleted.

ProcedureHow To Update an Existing Account

Steps

  1. Login to the Administration screen of the Control Center.

    The Account Tools buttons are appear in the left pane.

  2. Click Accounts on the tools bar.

    The Accounts dialog box appears.

  3. Select the account you want to delete from the Account List.

    The account information appears in the right pane.

  4. Type updated account information into the appropriate fields.

    Note –

    You cannot change an account name after the account is created.

  5. Click the Commit Changes button.

    The updated account information is saved.

Viewing and Updating Account Information

To modify account information, you must have at least Account Manager access privileges.

ProcedureHow To Access the Account Information

Steps

  1. From the Main screen, click Account in the Navigation Bar

  2. On the Account screen, click Account Information.

    The Account Information screen appears.

    Figure 3–3 Account Information Screen

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  3. Type new or updated account information into the appropriate fields.

    The following table describes all the fields on the Account Information screen.

    Field Name 

    Required/Optional/Display 

    Description 

    Name 

    Display 

    Display only. Shows the account name. 

    Street Address 1 

    Optional 

    Type the company street address—a maximum of 200 characters. 

    Street Address 2 

    Optional 

    Type a second street address, such as, a department for a large company or an alternative address, such as a post office box—maximum of 200 characters. 

    City 

    Optional 

    Type city name—a maximum of 30 characters. 

    State 

    Optional 

    Select a state from the drop-down list. 

    Zip Code 

    Optional 

    Type a zip code. 

    Country 

    Optional 

    Type the country name. 

    Primary Business Phone 

    Optional  

    Type a valid US telephone number as the company's business phone. 

    Note –

    The extension is optional.

    Primary Business Fax 

    Optional  

    Type a valid US telephone number as the company's business fax. 

    Note –

    The fax and extension is optional.

  4. Click the Save Changes button.

    The new account information is saved.

Adding, Viewing, and Removing Users

Account managers and administrators can set up additional users. From the User Management screen you can perform the following tasks:

ProcedureHow To Add New Users

Steps

  1. On the Main screen, click Account in the navigation bar.

    The Account screen appears.

  2. From the Account screen, click User Management on the tools bar.

    The User Management screen appears.

  3. To add a user, click the Add button near the left side of the User Management screen.

    The Add User Contact Information screen appears.

    Figure 3–4 User Management - Add User Contact Information Screen

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  4. Provide data to create a user account as described in Step 3.

  5. Set up user accounts as required.

  6. Click Save Changes.

  7. Click the Close button to exit the screen.

ProcedureHow To View Information for an Existing User

Steps

  1. On the Main screen, click Account in the navigation bar.

    The Account screen appears.

  2. From the Account screen, click User Management in the tools bar.

    The User Management screen appears.

  3. Select the user from the Account Users list in the left pane.

    The user information appears in the right pane.

  4. Click the Close button to exit the screen.

ProcedureHow To Remove a User

Steps

  1. On the Main screen, click Account in the navigation bar.

    The Accounts screen appears.

  2. From the Account screen, click User Management in the tools bar.

    The User Management screen appears.

  3. Select the user from the Account Users list in the left pane.

    The user information appears in the right pane.

  4. Click the Remove button.

  5. Confirm your choice.

  6. Click Close to exit the screen.

Adding User Groups

User groups provide a pool of people to contact for farm problems. The monitoring system can use this information for automatic notification when an alarm occurs. In addition, administrators use this information if they need to contact people as necessary. You cannot place a group within a group. You are required to have account manager or administrator access privileges to set up user groups.

You can do the following tasks:

ProcedureHow To Add a User Group

Steps

  1. On the Main screen, click Account in the navigation bar.

    The Account screen appears.

  2. From the Account screen, click User Groups in the tools bar.

    The User Groups screen appears.

  3. To add a new user group, click the Add button .

    The Add New User Group screen appears.

  4. Type a new user group name in the Name field.

  5. To add users to the new user group from the existing user list, select the user name and click the Add button.

  6. Click the Save Changes button.

    The new user group is saved.

  7. Click the Close button to exit the Add User Groups screen.

Changing User Information

When users receive their login name and password for the Control Center, only the user or the administrator can modify this contact information. Administrators or the user can change this password and set up the contact information that is used for monitoring alarms.

Across various Control Center account functions, the following conditions apply:

ProcedureHow To Change User Information

Steps

  1. On the Main screen, click Account on the navigation bar.

    The Accounts screen appears.

  2. From the Account screen, click User Information in the tools bar.

    The User Information screen appears with user information highlighted with a red pound sign.

  3. Provide user information using the guidelines in the following table.

    Field Name 

    Required or Optional 

    Description 

    First Name 

    Required  

    Type the first name (maximum of 30 character). This field is display-only for User privilege. 

    Last Name 

    Required  

    Type the last name (maximum of 30 characters). This field is display-only for User privilege. 

    Title 

    Optional  

    Type the job title (maximum of 20 characters). 

    Email 

    Required 

    Type the business email. The monitor alarm function can be configured to send alarms to this email.  

    Alternative Email 

    Optional  

    Provide a second email address, such as a personal email address. 

    Note –

    The administrator might require this information for contact purposes.

    Phone 

    Optional 

    Type the business telephone number and extension. The extension is optional. 

    Alternative Phone, Pager or Fax 

    Optional but recommended 

    Provide alternative contact numbers. 

    • A second telephone number, such as a home telephone number or cell phone number.

    • A pager or cell phone number where the user can be reached.

    • A fax number.

      Note –

      The administrator might require this information for contact purposes.

    Login Name 

    Optional  

    Enter the name used to log into the account—a maximum of 30 characters. This field is displayed only for User privilege. You cannot change this field from the User Information page. 

    User Role 

    Optional  

    Select a value from the drop-down list. This establishes the account privilege for the user account. 

    • Account manager: an administrative user who can edit account information.

    • User: a technical user who can design and edit farms.

    This field is display-only for User privilege. You cannot change this field from the User Information page. 

    Security Question 

    Optional 

    Type a string up to 80 characters in length. This string establishes an identification question, if the administrator needs to verify a user's identification. 

    Security Answer 

    Optional 

    Type a string up to 30 characters in length. This string is to verify the response provided in the identification answer if the administrator needs to verify an ID. 

    Password 

    Required 

    Type the current password used to log into the account (maximum of 15 characters). 

    New password 

    Optional 

    Type a new password (maximum of 15 characters). Changing passwords periodically is a good practice. 

    Confirm New Password 

    Optional 

    Type the new password to confirm it.  

  4. Click the Save Changes button.

    The updated user information is saved.

    Note –

    You can also click Reset to reset the screen to previously saved values.

ProcedureHow to Change Your User Password

Steps

  1. On the Main screen, click Account on the navigation bar.

    The Accounts screen appears.

  2. From the Account screen, click User Information in the tools bar.

    The User Information screen appears.

  3. Type the existing user password into the Password field.

    The password must be less than 15 characters in length.

  4. Type the new password into the New Password field.

    The password must be less than 15 characters in length.

  5. Retype the new password into the Re-enter New Password field.

  6. Click the Save Changes button.

    The new user password is saved.

Setting Up Contact Methods

A contact method defines a group or list of groups and a preferred method of contact for each group in case of a monitoring alarm. You need to have Account manager or administrator access privileges to set up Contact Methods.

You can do the following tasks:

ProcedureHow To Add Contact Methods

Steps

  1. On the Main screen, click Account on the navigation bar.

    The Account screen appears.

  2. Click Contact Methods in the tools bar.

    The Contact Lists screen appears.

    Figure 3–5 Contact Lists Screen

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  3. Click the Add button.

    The Account Contact Lists screen appears. This screen identifies users in each group to be contacted by the regular email address or by the alternate email address.

    Figure 3–6 Contact Method - Add

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  4. Type a contact method name.

  5. Select user groups from the existing user group list and click the Add button to add the user group to the appropriate contact option.

    • Use Contact via Email to contact users through a primary email account.

    • Use Contact via Alternate Email to contact users through a secondary email account such as a pager.

  6. Click the Save changes button.

    The new contact methods are saved.

  7. Click the Close button.

    The Account Contact Lists screen is closed.