Creating/Editing an Account and Provider

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 thebutton. 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".

PropertiesNoIf 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.

PropertiesNoSetup 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.

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. 
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