Configuring Customer Accounts > Creating a Customer Site

Creating a Customer Site

You must create a customer site before you can associate a customer profile with a particular IP interface. You can associate one or more customer sites with a single customer profile. For example, if Bank XYZ is a customer, its customer sites can be in multiple locations: Bank XYZ on 5th Avenue, Bank XYZ on Main Street, and Bank XYZ on River Road.

To create a customer site from either the Network Workshop or the Device Workshop:

1. Display all existing customer profiles:

• Network Explorer—From the Configuration menu, select Customers, and click List All.
• Device Workshop—In the Device-wide Explorer, select Customers, right-click, and select List All.

The customer profiles appear in the list area.

2. From the list of customers, select the customer profile for which you want to create a customer site.
3. Right-click, select Create, and click Customer Site.

The Create Customer Site dialog box appears.

4. Set the customer site parameters (Table 23).

 Table 23:  Customer Site Parameters 

 Parameter
 Description

 Customer Name

 Name of customer; cannot edit


 Customer ID

 Number that identifies customer; cannot edit


 Customer Accounting ID

 Accounting ID associated with customer; cannot edit


 Customer Site Information

 Name

 Name of a specific customer site


 Customer Site ID

 Number that identifies the customer site; range 0-2147483647


 Administrative Contact, Technical Contact, Notes tabs

 Contact

 Name of the administrative or technical contact


 Email

 E-mail address for the administrative or technical contact


 Phone

 Phone number for the administrative or technical contact


 Notes

 Area for additional information. The note appears whenever you access an associated customer site.



 

5. Click OK.