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How to manage customers in IT Advisor

EcoStruxure IT forum

A support forum for Data Center Operation, Data Center Expert, and EcoStruxure IT product users to share knowledge on installation, configuration, and general product use.

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Jerome_C
Ensign
Ensign
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6
1343

How to manage customers in IT Advisor

Hi,

 

I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.

In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.

Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity,  ...) ? or i didn't find the menu in the application ?

 

Thanks for your help

 

 

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Jef
Captain Captain
Captain
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1340

Re: How to manage customers in IT Advisor

Hi Jerome,

 

Please see the following article it describes how to add customer via REST api (in ITA)

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360007193757-Adding-customer-via-ITA-REST-web...

 

Kind regards,

Jef

See Answer In Context

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6 Replies 6
Jef
Captain Captain
Captain
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Re: How to manage customers in IT Advisor

Hi Jerome,

 

Please see the following article it describes how to add customer via REST api (in ITA)

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360007193757-Adding-customer-via-ITA-REST-web...

 

Kind regards,

Jef

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Jerome_C
Ensign
Ensign
0 Likes
2
1295

Re: How to manage customers in IT Advisor

Hi Jef,

 

Thank you for the tip. I am surprised that there is no graphical tools to manage this particular aspect of the software.

I will try with the REST API to check if i can build a list of my customers.

 

Kind regards,

 

Jerome

 

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Jef
Captain Captain
Captain
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1
1292

Re: How to manage customers in IT Advisor

Hi Jerome,

 

You are welcome. This is basically Colo related feature - usually Colo owners have their own tools to manage their customers and wanted to import the data (to DCO/ITA) via web services.

 

Kind regards,

Jef

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Jerome_C
Ensign
Ensign
0 Likes
0
1266

Re: How to manage customers in IT Advisor

Hi,

 

In deed, it makes sense .

 

Kind regards,

 

Jerome

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JeffLynch
Cadet
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1
1053

Re: How to manage customers in IT Advisor


@Jerome_C wrote:

Hi,

mygroundbiz website

I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.

In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.

Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity,  ...) ? or i didn't find the menu in the application ?

 

Thanks for your help

 

 


Thank you so much your site has nice content

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gsterling
Commander Commander
Commander
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0
1042

Re: How to manage customers in IT Advisor

Hello Jeff.

 

To add customers to the customer drop-down you must use the REST api's built into your ITA server. This page had a description of the process.

 

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360007193757-Adding-customer-via-ITA-REST-web...

 

A number of our customers who use this feature keep/store their customer information in an external system to which they integrate to ITA using the REST api's ,

 

The API is dynamic, so as soon as you add a customer it will appear in the desktop client.

 

Regards

 

Greg Sterling

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