Creating or Updating Instances

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

To create or update an Instance, follow the below process.

Personas

  • Super Administrator
  • Customer Administrator

To Create a New Instance:

  1. Login to the application as a Super Administrator or Customer Administrator.
  2. On the Overview page, click Total Instances tile. Alternatively, click Instances.

    Instances page
    Figure: Instances page

  3. On the Customers page, click +Add Instance. The Add New Instance pop-up page is displayed.

    Add New Instance pop-up page
    Figure: Add New Instance pop-up page

  4. 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 URLSpecify the URL of the Instance.
CINDE KeySpecify the key for the CINDE. 
CustomerSpecify the name of the Customer to which the Instance belongs to.
Environment Type

Select the type of environment as follows:

  • PROD
  • UAT
  • STAG
  • QA
  • POC
  • DEMO
  • DEV
SOR TypeSelect the type of SOR from the drop-down list.
TenantSelect the Tenant(s).
SOR VersionSpecify the version of the selected SOR.
CINDE versionSpecify the CINDE version.

To Edit:

  1. Navigate to the Instances list page.
  2. Click  icon. The Edit Instance pop-up page is displayed.

    Instances page
    Figure: Instances page

  3. Edit the required details and click Update.

Note:

To view the Instance details, click the respective instance.