Provisioning a New Customer

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This section describes how to provision a customer that has subscribed to a monitoring service.

Use the following menu options to navigate the SL1 user interface:

  • To view a pop-out list of menu options, click the menu icon ().
  • To view a page containing all of the menu options, click the Advanced menu icon ().

Creating an Organization and Aligning Product SKUs

The first step for provisioning a new customer is to create an organization record. All of the main entity types in a SL1 system are associated with an organization. In this example, the monitoring services that a customer has subscribed to are tracked by aligning the product SKUs for the services to the customer's organization record. The personnel responsible for discovering that customer's devices in the SL1 system can then view the customer's product subscriptions to determine which device template to include in the discovery session.

To create an organization and align product SKUs, perform the following steps:

  1. Go to the Organizational Account Administration page (Registry > Accounts > Organizations).
  2. Click Create. The Add Organizational Record page is displayed in a new window.
  3. Based on your business requirements, supply values in the fields in this page. The required field is:
    • Organization Name. Type the name of the customer.
  4. Click Save.
  5. To align the SKUs for the monitoring services that customer has subscribed to the organization record, select the Actions button on the Organization Properties page and select Product Catalog. The Product Catalog modal page appears.
  6. Select the checkbox for each SKU to which the customer has subscribed.
  7. Click Save and close the Product Catalog modal page.
  8. Click Refresh on the Organization Properties page. The selected SKUs appear in the Product Usage List pane.

Creating a Discovery Session for Pingable Devices

In this example, Bronze-level monitoring includes only availability and latency monitoring. To create a discovery session that uses only the ICMP protocol to discover devices, perform the following steps:

  • Go to the Discovery Control Panel page (System > Manage > Classic Discovery or System > Manage > Discovery in the Classic user interface).
  • Click Create. The Discovery Session Editor page appears.
  • Supply values in the following fields:
    • IP Address/Hostname Discovery List. Enter the IP addresses or hostnames for the customer's devices.
    • Initial Scan Level. Select 0. Model Device Only in this field. For a tiered service, you will want to limit what is monitored on each device. Choosing this option disables automatic alignment of Dynamic Applications during initial discovery.
    • Discover Non-SNMP. By default, the system will not create device records for devices that respond only to ICMP requests. Select this checkbox to enable discovery of "pingable" devices.
    • Collection Server PID. Select the Data Collector that will run the discovery session. All devices discovered using this discovery session will be monitored by the Collector Group that includes this Data Collector. If you are using an All-In-One Appliance, leave this field set to the default value.
    • Organization. Select the customer's organization. All devices discovered using this discovery session will be associated with this organization.

    This example does not have specific requirements for the other settings defined in this page. You can leave the remaining fields set to the default values or select values based on your business requirements.

  • Click Save.
  • Close the Discovery Session Editor page.
  • Click Reset in the Discovery Control Panel page. The new discovery session is displayed in the list of discovery sessions.
  • To run the discovery session, click its lightning bolt icon ().

Creating a Discovery Session that includes a Device Template

In this example, you must include a device template in the discovery session when you discover devices with silver-level or gold-level monitoring. As part of the provisioning process, personnel should check the SKUs associated with the organization record to determine which device template should be included in each discovery session.

To create a discovery session that includes a device template:

  1. Go to the Discovery Control Panel page (System > Manage > Classic Discovery or System > Manage > Discovery in the Classic user interface).
  2. Click Create. The Discovery Session Editor page appears.
  3. Supply values in the following fields:
    • IP Address Discovery List. Enter the IP addresses or hostnames for the customer's devices.
    • SNMP Credentials. Select the SNMP credentials that the system should use to communicate with the customer's devices.
    • Initial Scan Level. Select 0. Model Device Only in this field. For a tiered service, you will want to limit what is monitored on each device. Choosing this option disables automatic alignment of Dynamic Applications during initial discovery.
    • Collection Server PID. Select the Data Collector that will run the discovery session. All devices discovered using this discovery session will be monitored by the Collector Group that includes this Data Collector. If you are using an All-In-One Appliance, leave this field set to the default value.
    • Organization. Select the customer's organization. All devices discovered using this discovery session will be associated with this organization.
    • Apply Device Template. Select the device template to apply to all devices discovered using this discovery session.

This example does not have specific requirements for the other settings defined in this page. You can leave the remaining fields set to the default values or select values based on your business requirements.

  1. Click Save.
  2. Close the Discovery Session Editor page.
  3. Click Reset in the Discovery Control Panel page. The new discovery session is displayed in the list of discovery sessions.
  4. To run the discovery session, click its lightning bolt icon ().

Creating a User Account

To create a user account using the pre-defined "End User" user policy:

  1. Go to the User Accounts page (Registry > Accounts > User Accounts).
  2. Click Create. The Create New Account page appears:
  3. Supply values in the following fields:
    • First Name. Type the first name of the customer.
    • Last Name. Type the last name of the customer.
    • Account Login Name. Type a username for the customer. This is the username that the customer will use to log in to the user interface.
    • Primary Email. Type the email address of the customer.
    • Password. Type an initial password for the user account. If you leave the Require Password Reset checkbox selected, the customer will log in with this password and will immediately be prompted to change their password.
    • Confirm Password. Type the initial password again.
    • Organization. Select the organization that you created for this customer.
    • Account Type. To align the account with a user policy, select Policy Membership in this field.
    • Account Templates. Select the user policy for this account. For example, select End User.

This example does not have specific requirements for the other settings defined in this page. You can leave the remaining fields set to the default values or select values based on your business requirements.

  1. Click Save. Click OK in the pop-up window that appears.