TOC

Customers

The Customers view summarizes all tasks regarding the management of Customers. System Users create new Customers and edit or remove existing Customers here. A Customer Folder for usage with the Report Scheduler can be assigned to each Customer. All these options are available via the toolbar or context menu that is displayed when right-clicking selected Customers (table row). Several toolbar buttons or context menu items are disabled by default, but enabled, if at least one Customer is selected.

Customers

The left section of the Customers view shows the SystemAdministration's sub menus with the current view marked as selected. The center view contains a table listing all Customers along with a subset of their properties. This Customer list supports multi-selection. The table's status bar shows the number of Customers listed as well as the number of Customers currently selected; furthermore it displays the time stamp of the last view's refresh.

Menu

The Customer management toolbar or context menus support the following operations.

Refresh

This menu item is used to refresh the list of Customers. The table's status bar shows the time stamp of the last refresh.

Create

This menu item is used to create a new Customer. The creation of a new Customer does not depend on selected Customers. Clicking Create opens a wizard guiding users through the process of Customer creation.

Edit

To enable this menu item and perform the modification, one single Customer has to be selected. Clicking Edit opens a wizard guiding users through the process of Customer modification.

Remove

To enable this menu item and perform the removal, one single Customer has to be selected first. Clicking Remove opens a wizard guiding users through the process of Customer removal.

Customer Folder > Set Folder

A Customer Folder can be assigned to a Customer for usage with the Report Scheduler. This folder will be the root folder for saving the Customer's Report Books to the file system.

To enable this menu item and perform the setting, one single Customer has to be selected first. Clicking Set Folder opens a tree view of the directories of the Central ServerServer operating system.

The folder to be selected must already exist on the server with permission Write for the user under whom Central Server runs. If nothing was changed after the installation, this user is user SYSTEM and owns the required write permission. If you changed something in this respect, please ensure, that the user under which Central Server runs owns write permission for the Customer folder, so that Report Books can be saved there.

To comply with the requirements of multitenancy seperate folders should be assigned to each Customer.

Customer Folder > Remove Folder

To enable this menu item and perform the removal, at least one Customer has to be selected first. Clicking Remove Folder releases the assignment of the folder from the Customer. The folder is not deleted and can be reused.