Differences

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

--- master:customer [2017/09/29 15:54] – [Add Customer] Gerard Nicol
+++ master:customer [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Adding and Managing 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 [[master:customer_tree|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''.
-{{:master:tapemaster_add_customer.png}}
+{{add_customer_menu.gif}}
-This will launch a modified version of the Customer Properties Window.
+This will launch the ''Edit New Customer'' 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. You can add up to four characters as the Customer-ID and up to forty characters for the Customer Description.
-{{:master:tapemaster_add_customer_identity.png}}
+==== Identity ====
-The Contact Details tab provides a location for contact details for that customer.
+The first tab on the ''Add Customer'' window is the ''Identity'' tab.
-{{:master:tapemaster_add_customer_contact.png}}
+Enter the [[object:customer|Customer-ID]] and a [[object:customer|Customer Description]].
-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.
+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]].
-{{:master:tapemaster_add_customer_options.png}}
+{{add_customer_identity.gif}}
-  * **Hide Customer** when set to true removes the customer from view in the customer tree.
+==== Contact Details ====
-  * **Disallow Customer Duplicates** stops the duplication of [[object:volume|volume ID's]] across the customer media types.
-  * **Disallow Global Duplicates** stops the duplication of [[object:volume|volume ID's]] across all customers.
-  * **Volume Lock** stops any [[object:volume|volumes]] within this customer
-  * **Hide No Children** stops the display of this 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 customer.
-  * **Maximum number of Media-ID's** that can be created for this 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 Customers for batch processing.
-  * **Parent Customer** displays the current customer as a child under the selected customer.
-  * **Account Number** Iron Mountain (or other 3rd party) account number.
+Enter the contact details for the [[object:customer|Customer]] in the ''Contact Details'' tab.
+{{add_customer_customer_details.gif}}
-Once you click "Save", TapeMaster will open a window asking if you'd like to add some [[object:media|media]] to this customer. If selected yes, 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 may be edited to customize your values.
+==== Options====
-{{:master:tapemaster_add_customer_media.png}}
+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''.
-Click ''OK'' to continue.
+{{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.
-The next prompt will be to add the relevant [[object:repository|repositories]].  Create relevant [[object:repository|repositories]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields may be edited to customize your values.
-{{:master:tapemaster_add_customer_repositories.png}}
+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]].
-===== Delete Customer =====
+{{add_media_popup.gif}}
-To delete a customer, right-click on the Customer in the Customer Tree and select Delete Customer.
+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.
-{{:master:tapemaster_delete_customer.png}}
+The Media Description may be edited at a later point but the Media-ID is permanent.
-A 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}}
+{{add_media.gif}}
-If you receive this error, delete all [[object:volume|volumes]], then all [[object:repository|repositories]] and all media types before deleting customer.
+Click ''OK'' to continue.
-You can also delete customers (without the need to remove [[object:volume|volumes]], [[object:repository|repositories]] and media types first) by using the Customer Delete plugin.  From the menu select ''Tools'' -> ''Plugins'' and then ''Customer Deletion Utility''.
+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 =====
-Check each customer you wish to remove and click ''Delete Selected'' and ''Yes'' to the warning popup.  Exit out of the plugins window and press ''F5'' in the customer tree to refresh information.
+To delete a [[object:customer|Customer]], right-click on the [[object:customer|Customer]] in the [[master:customer_tree|Customer Tree]] and select ''Delete Customer''.
+{{delete_customer.gif}}
+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 ->
+<- master:user|Adding a new User-ID^ master:starting|Getting Started ^ master:media|Creating a new Media Type ->