Creating/Editing an Account and Provider
- Vijayaraj Govindharaj
select one of the tabs highlighted below for managing the specific type account providers and accounts.
- Click
or
to inactivate or activate the account - Click
to clone the specific account - Click
to manage different account providers
To create a new account, Click the
button. To edit an existing Instance, click on an Instance row from the list. For ex, OIC cloud account is shown below
Enter values for the fields as described in the table below. Click the Save button to save the changes. Optionally click the Apply button to save the changes, but remain on the current screen until the Cancel button is clicked.
Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately.
Field Name | Required | Description |
|---|---|---|
Instance Code | Yes | Short name for the Instance. |
Instance Name | Yes | Long display name for the Instance. |
Provider | Yes | Provider for which the account is created. |
Description | No | A description of the Instance. |
Active | Yes | Whether or not the Instance is active in the system. Defaults to "Yes". |
| Properties | No | If the selected provider has any properties defined, then you must set up values for those properties based on the property key definition. |
Providers
Click to manage different account providers. For ex, Cloud Account providers are shown below
To create a new cloud account provider, Click specific account type tab and thebutton. To edit an existing provider, click on a provider row from the list. For ex, creating a new 'Other Tools' Account provider is shown below
Enter values for the fields as described in the table below. Click the Save button to save the changes. Optionally click the Apply button to save the changes, but remain on the current screen until the Cancel button is clicked.
Field Name | Required | Description |
|---|---|---|
| Name | Yes | Name for the account provider |
| Vendor Name | Yes | Vendor like Amazon, Oracle, Microsoft, Google etc |
Description | No | A description of the provider. |
| Properties | No | Setup one or more property key definitions for the provider which will be used for every account created for this provider. |
Creating New Property
- New property cannot be added for the out-of-box default providers. New property can only be added for the custom providers.
- Click
to add new custom property for the custom provider property set - When adding and saving new property to the custom account provider property set,
- If the custom account provider already has one or more accounts existing
- New property will NOT be added to the existing account automatically. It will be added for update when editing the account.
- If the custom account provider does not have any accounts
- New property will be added to the account when it is created.
- If the custom account provider already has one or more accounts existing
Editing Existing Property
- The out-of-box default properties for the providers will always be read-only.
- Custom property key definitions can only be updated.
- Property can not be deleted. It can either be activated or inactivated only.
- Properties updated on the account provider property set will be synced up for any existing account only when the respective account is edited.
- style