Accounts and Providers
Multiple actions can be performed while on both accounts and providers tables:
Click
or
under the active column to inactivate or activate specific account/provider (Can only be inactivated if not is use)
Click
under the actions column to copy the specific account and property values
Click
under the actions column to delete the specific account/provider
Click
in the top left while on the accounts table to view and manage different account providers
Click
in the top left to return to the accounts table from the providers table
To create a new account or provider, select the create button:
To edit an existing Instance, click on the account or provider’s name within the table. Editing an account will open a popup:
Enter values for the fields as described in the table below. Click the Save button to save the changes and exit the popup.
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 |
|---|---|---|
Name | Yes | Long display name for the Instance. |
Code | Yes | Short 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". (Cannot be inactivated if instance is in use) |
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. |
Editing a provider will open a new page:
Enter values for the fields as described in the table below. Click the Save button to save the changes.
Select the Return to Providers button in the top right to return to the providers table:
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. |
Active | Yes | Whether or not the Provider is active in the system. Defaults to "Yes". (Cannot be inactivated if in use by an account) |
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 Properties
New properties cannot be added for the out-of-box default providers. New properties can only be added for the custom providers.
Click
to add new custom property for the custom provider property set
Code is required on all property key definitions
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.
Only custom property key definitions can be updated.
Properties updated on the account provider property set will be synced up for any existing account only when the respective account is edited.
Click
or
under the active column to inactivate or activate custom properties
Click and Drag
under the sort column to set custom order of properties (will be same order when editing account)
Click
under the actions column to remove the specific property from the provider
- style