Create New Customer

In the Partner portal, you can create customers and configure the customer settings.

Only Partner Super Users and Partner Standard Admins can create a new customer.

Note: An Operator Super user can temporarily deactivate creating new customers by setting the system property session.options.disableCreateEnterprise to True. If this property is set to True, the Partner Superusers and Partner Standard Admins cannot create new customers. If you are not able to create a customer, contact your Operator to enable the option.

In the Partner portal, navigate to Manage Customers.

1. In the Customers page, click New Partner Customer or click Actions > New Customer.
2. In the New Customer window, enter the following details. You can also choose the Clone from Customer option to clone the configurations from an existing customer. For more information, see Clone a Partner Customer.

   

Customer Information

Option	Description
Company Name	Enter your company name
Domain	Enter the domain name of your company
Account Number	Enter a unique identifier for the customer
Partner Support Access	This option is selected by default and grants access to the Partner's Support team to view, configure, and troubleshoot the Edges connected to the customer. For security reasons, the Support cannot access or view the user identifiable information.
VeloCloud Support Access	This option is selected by default and grants access to the VMware Support to view, configure, and troubleshoot the Edges connected to the customer. For security reasons, the Support cannot access or view the user identifiable information.
VeloCloud User Management Access	Select the checkbox to enable the VMware Support to assist in user management. The user management includes options to create users, reset password, and configure other settings. In this case, the Support has access to user identifiable information.
Street Address, City, State, Country, ZIP/Postcode	Enter relevant address details in the respective fields.

Initial Admin Account

Option	Description
Username	Enter the user name in the [email protected] format.
Password	Enter a password for the Administrator. Note: Starting from the 4.5 release, the use of the special character "<" in the password is no longer supported. In cases where users have already used "<" in their passwords in previous releases, they must remove it to save any changes on the page.
Confirm	Re-enter the password.
First Name, Last Name, Phone, Mobile Phone	Enter the details like name and phone number in the appropriate fields.
Contact Email	Enter the Email address. The alerts on service status are sent to this Email address.

Customer Configuration

As a Partner Super user, you can manage the software images assigned to a Partner Customer directly by selecting the relevant Image from the Software Images drop-down list.

You can allow a Partner Customer's Super user to manage the available list of software images for the customer by enabling Manage Software Image.

Option	Description
Manage Software Image	Select the checkbox if you want to allow a Partner Customer's Super user to manage the software images available for the customer. Note: If Manage Software Image is not enabled, then you will be able to assign only one software image to the Partner Customer.
Software Images	Click Add and in the Select Software Images pop-up window, select and assign the software images from the available list for a Partner Customer and select an image to be used as default. Note: This field appears when you enable Manage Software Image. After adding the images, you can modify the assigned list of software images to the enterprise by clicking Modify under Software Images. Note: You can remove an image assigned to a customer only if the image is not currently used by any edge within the Partner Customer.

Service Configuration

You can choose the services that the customer can access along with the roles and permissions available for the selected service.

Note: If this section is not available for you, contact your Operator.

• SD-WAN - The customer can access the SD-WAN services. When you select this service, the following option is available:

  Option

  Description

  Edge Licensing

  Click Add and in the Select Edge Licenses pop-up window, select and assign the edge licenses from the available list for the Partner Customer. Note: This option is available only when Edge Licensing is enabled for the Partner user. After adding the licenses, you can click Modify to add or remove the licenses. Note: The license types can be used on multiple Edges. It is recommended to provide your customers with access to all types of licenses to match their edition and region. For more information, see Edge Licensing.

• Edge Network Intelligence – You can select this option only when SD-WAN is selected. When you select tis service, the Edge Network Intelligence Configuration is available. Enter the maximum number of Edges that can be provisioned as Analytics Edge in the Nodes field. By default, Unlimited is selected.
  Note: This option is available only when the Analytics feature is enabled on your SD-WAN Orchestrator.
• Cloud Web Security – You can select this service only when a SASE PoP Gateway Pool is selected. Cloud Web Security is a cloud hosted service that protects users and infrastructure accessing SaaS and Internet applications. For more information, see the VMware Cloud Web Security Configuration Guide.
• Secure Access – You can select this service only when a SASE PoP Gateway Pool is selected. Secure Access solution combines the VMware SD-WAN and Workspace ONE services to provide a consistent, optimal, and secure cloud application access through a network of worldwide managed service nodes. For more information, see the VMware Secure Access Configuration Guide.

Configure the following in the General Configuration section:

Option	Description
Domain	Enter the domain name to be used to enable Single Sign-On (SSO) Authentication for the Orchestrator. This is also required to activate Edge Network Intelligence for the customer.
Gateway Pool	Select an existing Gateway pool from the drop-down list. For more information on Gateway pools, see Manage Gateway Pools.

Click Create.

The new customer name is displayed in the Customers page. You can click the customer name to navigate to the Enterprise portal and add configurations to the customer. For more information, see Configure Customers and Enterprise Administration section of VMware SD-WAN Administration Guide available at https://docs.vmware.com/en/VMware-SD-WAN/index.html.