TapeTrack Documentation

Because there is more to tape management than you ever realized

User Tools

Site Tools


master:customer

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
master:customer [2021/03/30 00:14] – [Identity] Scott Cunliffemaster:customer [2025/01/21 22:07] (current) – external edit 127.0.0.1
Line 23: Line 23:
 ==== Contact Details ==== ==== Contact Details ====
  
-The ''Contact Details'' tab provides a location for contact details for the [[object:customer|Customer]].+Enter the contact details for the [[object:customer|Customer]] in the ''Contact Details'' tab
  
-{{:master:tapemaster_add_customer_contact.png}}+{{add_customer_customer_details.gif}}
  
 ==== Options==== ==== Options====
Line 31: Line 31:
 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'' 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''
  
-{{:master:tapemaster_add_customer_options.png}}+{{add_customer_options.gif}}
  
   * **Hide Customer** when set to true removes the [[object:customer|Customer]] from view in the [[master:customer_tree|Customer Tree]].   * **Hide Customer** when set to true removes the [[object:customer|Customer]] from view in the [[master:customer_tree|Customer Tree]].
Line 47: Line 47:
  
  
 +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]].
  
-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]]. 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, [[object:media|Media-ID]] and [[object:media|Description]] may be edited or customized to your required values+{{add_media_popup.gif}}
  
-<note tip>If no [[object:media|Media Description]] is added, TapeMaster will display the [[object:media|Media-ID]].</note>+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_add_customer_media.png}}+The Media Description may be edited at a later point but the Media-ID is permanent.  
 + 
 +{{add_media.gif}}
  
 Click ''OK'' to continue. Click ''OK'' to continue.
Line 58: Line 61:
 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.  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. 
  
-{{:master:tapemaster_add_customer_repositories.png}}+{{add_repositories.gif}}
  
 ===== Delete Customer ===== ===== Delete Customer =====
Line 64: Line 67:
 To delete a [[object:customer|Customer]], right-click on the [[object:customer|Customer]] in the [[master:customer_tree|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''.
  
-{{:master:tapemaster_delete_customer.png}}+{{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]]. A [[object:customer|Customer]] may only be deleted when it does not contain [[object:media|Media Types]], [[object:repository|Repositories]], or [[object:volume|Volumes]].
Line 70: Line 73:
 {{:master:tapemaster_delete_customer_error.png}} {{:master:tapemaster_delete_customer_error.png}}
  
-If you receive this error, delete all [[object:volume|Volumes]], then all [[object:repository|Repositories]] and all [[object:media|Media types]] before deleting [[object:customer|Customer]]. +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 [[object:customer|Customer]].
- +
-You can also delete [[object:customer|Customer]] (without the need to remove [[object:volume|Volumes]], [[object:repository|Repositories]] and media types first) by using the [[master:tools_plugins|Customer Delete]] plugin.  From the menu select ''Tools'' -> ''Plugins''  +
- +
-{{:master:tapemaster_tools_plugins.png}} +
- +
-Select the ''Customer Deletion Utility'' by double-clicking. +
- +
-{{:master:tapemaster_tools_plugins_customer.png}} +
- +
-Check each [[object:customer|Customer]] (1) you wish to remove and click ''Delete Selected'' (2) and ''Yes'' (3) to the warning popup.  +
- +
-{{:master:tapemaster_tools_plugins_customer_delete.png}} +
- +
- Exit out of the plugins windows using the ''X'' at the top right and press F5 in the [[master:customer_tree|Customer Tree]] to refresh information. +
- +
-{{:master:tapemaster_refresh_customer_tree.png}}+
  
  
 <- 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 ->
master/customer.1617063292.txt.gz · Last modified: 2025/01/21 22:07 (external edit)