Working with Customers › How to Create and Manage Customers › Create Customers

Create Customers

You create customers using a wizard.

Follow these steps:

1. Open the Operations Console and click the Customers tab.
2. Click the Create a New Customer icon.
3. Enter a Customer Name, Customer Identity, and optionally a Description. These values appear on the Information tab in the Contents pane.

   Note: The customer identity (customer ID) uniquely identifies a customer. You cannot have duplicate customer IDs, but you can have duplicate customer names.

4. (Optional) Select a customer priority from the Priority drop-down list. You can select a value from 1 through 10; 1 represents the lowest priority and 10 represents the highest. If an alert impacts multiple customers, the escalation policies on the higher priority customer are applied first. You can also use the customer priority and customer impact to determine alert queues.

   Note: Click the configure priorities icon next to the Priority drop-down list to configure the customer priority. You can assign a meaningful label to each priority level; for example, Gold to represent the highest priority. If you do not want to use a specific priority level, you can disable it.

5. Click Next.

   You use this screen to assign the services to your new customer.

   Consider the following items:

   • When you assign a service to a customer, CA SOI automatically assigns the subservices also.
   • An asterisk (*) indicates sub-services that are automatically assigned with the selected parent service.
   • Assigning a parent service automatically includes all its sub-services. Similarly, removing a parent service automatically removes its sub-services, unless a sub-service is a child to another parent in the Assigned Services list. The sub-services are prefixed with * and you cannot remove the sub-services unless their parent(s) are also removed. Select the Show top level parent services only check box to hide all sub-services and to show only the highest level parent services in the Available Services list.
6. Use the arrows to add or remove services from the Available Services and Assigned Services lists. You can enter a string to filter either list.
7. Click Next.

   This screen lets you assign the user groups that have access to the new customer. For more information about how service and role-based security affect customers, see the Administration Guide.

   Consider the following items:

   • The user group must also have access privileges to the services you assigned to the new customer.
   • You can also manage user group access to customers in the Users tab.
8. Use the arrows to add or remove user groups from the Available Groups and Allowed Groups lists. You can enter a string to filter either list.

   Note: User groups marked with an asterisk have their access set to all customers either by default or by an administrator.

9. Click Next.
10. Verify the new customer information and click Finish.

    The new customer displays in the Customers tree.