Tenant Portal guide for colo

Use the Tenant Portal to share just what is relevant to each of your customers. As colocation provider with administration rights,you have access to more features and menu items than your customers. This adds to the inventory, billing, and capacity management functionality in the desktop client, allowing you to easily set up the Tenant Portal for your customers, and configure your branding towards your customers. To onboard customers on the Tenant Portal first complete the initial configuration to provide partial inventory access rights, then configure customer administration in the Tenant Portal. 

You configure customer inventory permissions and activate a portal for customers to provide users at the customer's site with access to the Tenant Portal.  Customer properties in the desktop client combined with customer administration in the Tenant Portal (available in Administration > Customers) allow you to control customer user rights and the level of information you wish to share with your customers according to your mutual agreement. Configuring tenant inventory permissions In the ITA desktop client customer properties, you configure permissions for your customers to their partial inventory (rooms, cages, or racks). Note: The web interface doesn't support granular customer rights down to server level. You can set up and use permissions at server level in the desktop client but you will not be able to use it in the Tenant Portal. Right-click any room, cage, or rack in a Navigation, or Layout pane and select Properties > Customer to edit the customer properties. Search or select a customer from the drop-down menu. You cannot add new customers in the Properties dialog box as customer data is populated through integration with a CRM system. For technical information about CRM integration, see Customer Service in the REST API documentation at https://<server IP>/api/current/docs/index.html.  In Contracted power specify the power sold to the customer. Use Reserved for a potential customer if you want to reserve equipment or space for a customer. You can add contracted power as well. When a customer has been added and you saved the changes, the selected room, cage, or rack will change color in the Floor Layout to indicate if it has been reserved or closed (in use). See more here. Activating the Tenant Portal for a customer account You activate the portal for a tenant/customer in Administration > Customers. Click Activate customer. Select the customer that you want to be able to access the portal. Each customer account has contact information. This is for your primary contact person at the customer's site. The data is read-only and typically automatically generated from your CRM system through the  Data Center Operation desktop client. If the CRM data gets updated, the contact person will automatically change.  Set the information level, that is if the customer will be able to see power data (estimated and measured peak loads) and device data, such as temperature and humidity sensor data. View rights allow the user to see the partial inventory, including power and temperature data. Edit rights allow the user to do the same as view rights. In addition, he can move, add, and delete equipment in the partial inventory. Administrator rights allow the user to do the same as edit rights. In addition, he can manage this customer's user accounts, licenses, and authentication server configuration. Create the required amount of users for this customer and set the role to grant admin, edit, or view access.    Confirm settings and review the email notification that will enable the users to log on with the specified credentials and start using the portal. Adjust the text as needed, and insert the customer's Tenant Portal URL. There is an indicator next to every customer account, illustrating if the portal has been activated for this account. You can deactivate the portal for a customer account at any time.

Go to Administration > Customers to control customer user rights and the level of information you want to share with your customers according to your mutual agreement. Customer and user concepts When referring to a user in the web client, we're normally referring to an ITA user. For colocation providers who provide a tenant portal, on some occasions we may be referring to a user at a customer's site. This will be clearly differentiated in the text. Users ITA users in the desktop/web client. Users are created in the system by system admin/user with permissions to edit user rights in Administration > Users. User management settings are described in the Customer administration section. Customers A colocation provider's customers (tenants). These are automatically listed through integration to a CRM system (configuration in ITA desktop client).  Customer's users Users at a customer's site. The settings available for this type of users are described in the Customer user level permissions section.   Customer administration Go to Administration > Customers to control customer user rights and the level of information you wish to share with your customers according to your mutual agreement. When you initially set up the Tenant Portal for a customer, as part of the onboarding process, you enter customer information, create customer users, set information level and permissions, and activate the customer. Click Activate Customer to get started. Once you activate the customer's account, an email will be sent with the URL of the tenant portal.  Contact Each customer account has contact information. This is for your primary contact person at the customer's site. The data is read-only and typically automatically generated from your CRM system through the IT Advisor desktop client. If the CRM data gets updated, the contact person will automatically change.  Permissions Set the permissions you want for the customer. You can allow access to: Estimated load Measured peak load Device properties, including data from devices, such as temperature and humidity sensors Custom properties Customer user level permissions  There may be several users at a customer's site with individual needs for viewing or editing in the tenant portal. The user roles settings allows you to add customer users and define permissions.  Viewer rights allow the user to see the partial inventory, including power and temperature data. Editor rights allow the user to do the same as view rights. In addition, he can move, add, and delete equipment in the partial inventory. Administrator rights allow the user edit rights, and access to the customer's user accounts, licenses, and authentication server configuration.  Active or inactive portal for customer There is an indicator next to every customer account indicating whether the tenant portal has been activated for the account. You can deactivate the portal for a customer account at any time. Select the customer and toggle Portal active? to off.    

You may want to change some default settings of the ITA web client, for example, if you want to brand your site with your own logo or color. These settings are available in the branding folder on your ITA server and can be changed through the server management interface (Webmin). Replacing login background image, icon, company name and logo Replacing the icon will change the icon you see on login as well as the small icon in the top left corner of the web client. Regardless of your image size, it will be automatically scaled to fit into the position of the default image. However, it's recommended to use a photo in a square shape for the logo.png file. Rename your custom file(s) background image --> bg_login.jpg. logo --> logo.png company logo --> company_logo.png Open the server management web interface (Webmin); type the address of your ITA server in a web browser followed by :10000, https://<server IP address>:10000 . Log on to Webmin using the user credentials created during the server installation. In the left menu, select System > Upload and Download. On the Upload to server tab:  Click Choose Files in Files to upload and navigate to your saved bg_login.jpg file. Same procedure for logo.png file and company_logo.png file. In File or directory to upload to navigate to the branding folder on your server:  /var/www/web/resources/branding . In Owned by user and Owned by group, select dcojboss. Click Upload. Close and reopen your web browser and type the server address to access the login screen with your new custom images. Changing website color theme The color theme determines the color of borders in the web client (default green), e.g. borders of dialog boxes, borders in license icons, borders in room icons in the inventory, etc. Open and log in to Webmin as described above and navigate to System > Upload and Download in the left menu. On the Download from server tab, navigate to the branding folder on your server:   /var/www/web/resources/branding .  Download the branding.css file. Open the branding.css file, make your changes to the color codes, and save the file. Tip: You can find an introduction to HEX color codes here: http://www.w3schools.com/cssref/css_colors.asp.   Reopen the Webmin interface and navigate to System>Upload and Download. On the Upload to server tab:  Click Choose Files in Files to upload and navigate to your saved branding.css file. In File or directory to upload to navigate to the branding folder on your server:  /var/www/web/resources/branding . In Owned by user and Owned by group, select dcojboss. Click Upload. Close and reopen your web browser and type the server address to log in to the web client with your custom color theme. Changing help link The default help link goes to our support and help site. To redirect to your custom help site, change the settings in the branding.json file. Open and log in to Webmin as described above and navigate to System > Upload and Download in the left menu. On the Download from server tab, navigate to the branding folder on your server:  /var/www/web/resources/branding . Download the branding.json file.  Open the branding.json file, make your changes to the link, and save the file. {    "subTitle": "",    "title": "IT Advisor",    "helpUrl": "https://helpcenter.ecostruxureit.com",    "tenantPortalUrl": "" }   Reopen the Webmin interface and navigate to System > Upload and Download. On the Upload to server tab:  Click Choose Files in Files to upload and navigate to your saved branding.json file. In File or directory to upload to navigate to the branding folder on your server:  /var/www/web/resources/branding . In Owned by user and Owned by group, select dcojboss. Click Upload. Close and reopen your web browser and type the server address to log in to the web client with your custom help link. Configuring Tenant Portal link To redirect your tenants to access the Tenant Portal from an external URL, change the setting in the branding.json file. The URL you specify here will be shown in the onboarding email sent to your tenants, welcoming them and instructing them how to access the Tenant Portal. Note: The DMZ setup protecting ITA against direct Internet access is entirely your own responsibility! See recommended setup in the Web proxy server setup guide. Open and log in to Webmin as described above and navigate to System > Upload and Download in the left menu. On the Download from server tab, navigate to the branding folder on your server: /var/www/web/resources/branding .  Download the branding.json file. Open the branding.json file, make your changes to the link, and save the file. {    "subTitle": "",    "title": "IT Advisor",    "helpUrl": "http://helpcenter.ecostruxureit.com",    "tenantPortalUrl": "" }   Reopen the Webmin interface and navigate to System > Upload and Download. On the Upload to server tab:  Click Choose Files in Files to upload and navigate to your saved branding.json file. In File or directory to upload to navigate to the branding folder on your server: /var/www/web/resources/branding . In Owned by user and Owned by group, select dcojboss. Click Upload. Close and reopen your web browser and type your new URL to log in to the Tenant Portal. ITA_custom_branding_360036863754.png