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To create or update an Instance, follow the below process.
Personas
- Super Administrator
- Customer Administrator
To Create a New Instance:
- Login to the application as a Super Administrator or Customer Administrator.
- On the Overview page, click Total Instances tile. Alternatively, click Instances.
Figure: Instances page - On the Customers page, click +Add Instance. The Add New Instance pop-up page is displayed.
Figure: Add New Instance pop-up page - Click +Add. The new Instance is created.
Field Description
The following table describes the fields on the New Customer pop-page:
Field | Description |
|---|---|
Instance Name | Specify the name of the Instance. |
| Instance URL | Specify the URL of the Instance. |
| CINDE Key | Specify the key for the CINDE. |
| Customer | Specify the name of the Customer to which the Instance belongs to. |
| Environment Type | Select the type of environment as follows:
|
| SOR Type | Select the type of SOR from the drop-down list. |
| Tenant | Select the Tenant(s). |
| SOR Version | Specify the version of the selected SOR. |
| CINDE version | Specify the CINDE version. |
To Edit:
- Navigate to the Instances list page.
- Click
icon. The Edit Instance pop-up page is displayed.
Figure: Instances page - Edit the required details and click Update.
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To view the Instance details, click the respective instance. |
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