Differences

This shows you the differences between two versions of the page.

--- master:customer [2017/07/12 18:13] – [Add Customer] dcumming
+++ master:customer [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Adding and Deleting Customers ======
+====== Adding and Maintaining Customers ======
+A [[object:customer|Customer]] is an owner of [[object:volume|Volumes]]. This page details how to Add or Delete [[object:customer|Customers]].
-A Customer is an owner of Volumes. This page details how to Add or Delete Customers.
 ===== Add Customer =====
-To add a Customer, right-click on the Server Node of the Customer Tree and select "Add Customer".
+To add a [[object:customer|Customer]], right-click on the [[master:customer_tree#server-node|Server Node]] of the [[master:customer_tree|Customer Tree]] and select ''Add Customer''.
-{{image.png}}
+{{add_customer_menu.gif}}
-This will launch a modified version of the Customer Properties Window.
-The first tab on the Add Customer window is the Identity tab. The Identity tab requires the input of a Customer ID and a Customer Description. Both of these items must follow the syntax rules.
-{{image.png}}
+This will launch the ''Edit New Customer'' window.
-The Contact Details tab provides a location for contact details for that customer.
-{{image.png}}
+==== Identity ====
-The Options tab can be utilized to set specific details about a customer. These details are accessible at any point by right-clicking the customer and selecting Properties. For details on these options, see the Customer Properties Window.
-{{image.png}}
+The first tab on the ''Add Customer'' window is the ''Identity'' tab.
-Once you click "Save", TapeMaster will open a window asking if you'd like to add some media to this customer. If selected yes, then TapeMaster will display the ''Add Media Types for new Customer'' window. Create relevant Media Type by changing the ''Create'' option from ''False'' to ''True''
-Click ''OK'' to
+Enter the [[object:customer|Customer-ID]] and a [[object:customer|Customer Description]].
+You can add up to four alphanumeric characters as the [[object:customer|Customer-ID]] and up to forty alphanumeric characters for the [[object:customer|Customer Description]].
+{{add_customer_identity.gif}}
+==== Contact Details ====
+Enter the contact details for the [[object:customer|Customer]] in the ''Contact Details'' tab.
+{{add_customer_customer_details.gif}}
+==== Options====
+The ''Options'' tab can be utilized to set specific details about a [[object:customer|Customer]]. These details are accessible at any point by right-clicking the [[object:customer|Customer]], on the [[master:customer_tree|Customer Tree]] and selecting ''Properties''.
+{{add_customer_options.gif}}
+  * **Hide Customer** when set to true removes the [[object:customer|Customer]] from view in the [[master:customer_tree|Customer Tree]].
+  * **Disallow Customer Duplicates** stops the duplication of [[object:volume|Volume-ID's]] across the [[object:customer|Customer]] [[object:media|Media Types]].
+  * **Disallow Global Duplicates** stops the duplication of [[object:volume|Volume-ID's]] across all [[object:customer|Customers]].
+  * **Volume Lock** stops any [[object:volume|Volumes]] moving within this [[master:customer|Customer]].
+  * **Hide No Children** stops the display of this [[master:customer|Customer]] unless showing children or has [[object:media|Media]] defined.
+  * **Allowable Media-ID Filter**, if set, restricts the allowable [[object:volume|Volume-ID]] formats for this [[master:customer|Customer]].
+  * **Maximum number of Media-ID's** that can be created for this [[object:customer|Customer-ID]].  0=No limit.
+  * **Holiday Group** assigns a group for [[subsystem:simplemanagement|Simple Management]] calculations of holidays to avoid.
+  * **Customer Category** is an arbitrary number that can be set to group [[master:customer|Customers]] for batch processing.
+  * **Parent Customer** displays the current [[object:customer|Customer]] as a child under the selected [[master:customer|Customer]].
+  * **Account Number** Iron Mountain (or other third-party) account number.
+  * **Long Barcode Attribute** adds un-hashed long Barcode to selected Attribute.
+Once you click ''Save'', TapeMaster will open a window asking if you'd like to add some [[object:media|Media]] to this [[object:customer|Customer]].
+{{add_media_popup.gif}}
+If yes is selected, then TapeMaster will display the ''Add [[object:media|Media Types]] for new Customer'' window. Create relevant [[object:media|Media Type]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields, [[object:media|Media-ID]] and [[object:media|Description]] may be edited or customized to your required values.
+The Media Description may be edited at a later point but the Media-ID is permanent.
+{{add_media.gif}}
+Click ''OK'' to continue.
+The next prompt will be to add any required [[object:repository|Repositories]].  Create relevant [[object:repository|Repositories]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields, [[object:repository|Repository-ID]] and [[object:repository|Description]], may be edited or customized your required values.
+{{add_repositories.gif}}
 ===== Delete Customer =====
-To delete a customer, right-click on the Customer in the Customer Tree and select Delete Customer.
+To delete a [[object:customer|Customer]], right-click on the [[object:customer|Customer]] in the [[master:customer_tree|Customer Tree]] and select ''Delete Customer''.
-{{image.png}}
+{{delete_customer.gif}}
-Note: A customer may only be deleted when it does not contain Media Types, Repositories, or Volumes.
+A [[object:customer|Customer]] may only be deleted when it does not contain [[object:media|Media Types]], [[object:repository|Repositories]], or [[object:volume|Volumes]].
+{{:master:tapemaster_delete_customer_error.png}}
+If you receive this error, for this Customer, delete all [[object:volume|Volumes]], then all [[object:repository|Repositories]] and all [[object:media|Media types]] before deleting a [[object:customer|Customer]].
+<- master:user|Adding a new User-ID^ master:starting|Getting Started ^ master:media|Creating a new Media Type ->