The Manage Customers option allows you to create new Customers, configure the Customer capabilities, clone the existing configuration, and to configure other Customer settings.
- In the Operator portal, navigate to
- You can perform the following actions:
Option Description Search Enter a search term to search for the matching text across the table. Use the advanced search option to narrow down the search results. New Customer Click this option to add a new Customer. For more information, see Create New Customer Clone Clones the existing configurations of the selected Customer. You can select any of the additional clone attributes. For more information, see Clone a Customer. Delete Deletes the selected Customers. Enter the number of selected Customers in the pop-up window, and then click Delete.Note: Ensure that you have removed all the Edges associated with the selected Customer, before deleting the Customer. Edit Customer System Settings Allows you to edit the system settings for the customer. For more information, see the "Enterprise Settings" section in the VMware SD-WAN Administration Guide available at https://docs.vmware.com/en/VMware-SD-WAN/index.html. Stage to Bastion Click to stage a Customer to the Bastion Orchestrator.Note: Stage to Bastion and Unstage from Bastion options are available only when the Bastion Orchestrator feature is activated using the
For more information, see Bastion Orchestrator Configuration Guide available at https://docs.vmware.com/en/VMware-SD-WAN/index.html.
- Click More to perform the following actions:
Option Description Unstage from Bastion Removes a Customer from the Bastion Orchestrator. Edit Customer Edge Management Allows to edit the Edge Management feature for the selected Customers. Transfer to Partner Assigns the selected Customer to a Partner. You can select an existing Partner from the drop-down list. Release from Partner Releases the selected Customer from the Partner. Send Support Email Sends customer support messages to the selected Customer. Assign Operator Profile Adds an Operator Profile for the selected Customers.Note: This option is available only for an Enterprise with an activated Edge Image Management feature. Update Edge Image Management Activates or deactivates the Edge Image Management feature for the selected Customers. Update Operator Alerts Activates or deactivates the Operator alerts for the selected Customers. Update Customer Alerts Activates or deactivates the Customer alerts for the selected Customers. Rebalance Gateways Rebalances the Gateways of Edges associated with the selected Customer. Export All Customers Exports the details of all the Customers in the Operator portal to a CSV file. The default separator used is a comma (,). Export Customers Edge Inventory Exports the inventory details of all the Edges associated with all the Customers to a CSV file. The default separator used is a comma (,).
- Following are the other options available in the Manage Customers area:
Option Description Columns Click this option and select the check boxes to view the required columns. Refresh Click this option to refresh the page.