Tenants
A system admin can create new tenants from this page. On the System administration page, choose Tenants under SYSTEM:
To create a new tenant chose Create tenant and the following window appears:
You will enter the name and domain. This information will have to have been pre-configured in this domain for these entries to work.
Choose Save.
Note
Once the tenant is thus created, this will now allow the tenant to log in:
The system admin can now start to configure the tenancy of the new tenant by actions in the TENANT section of the directory on the left.
You may begin by choosing Server connections.
Now use the dropdown from the tenant switcher located in the upper righthand corner to find and then choose the newly created tenant.
The page now shows information for the new tenant. You choose the appropriate connection icon such as SQL server.
And the Add SQL Server Connection page appears:
Enter the appropriate information:
Choose Test Connection and assuming confirmation choose Save.
The connection is established:
For further details on setting up this and other Server connections, see Section 2F - Server connections.
Having set up the tenant connection you may now want to set up a storybook. Choose All storybooks and then Add storybook:
And the Add storybook page appears...
...which requires the following:
Storybook name: Choose a name for the storybook.
Storybook database name: This name is autopopulated according to the chosen storybook name.: This name is autopopulated according to the chosen storybook name.
Tenant: Select the new tenant from the dropdown list.
Note
Once a tenant is chosen for this storybook, it can never be changed. This is a component of the security architecture that protects tenants’ data.
Storybook database server: Select from the the dropdown list of servers connected to the tenant.
Insights: Indicate whether Insights is enabled.
Then choose Save.
You may now want to create a user for this tenant. Continuing in the context of your new tenant (in this case Reveal Docs) you now choose Users and then Create User.
And the Create User window appears:
Place the relevant information:
And the new user appears on the list:
You may now add the user to a group. Choose Groups then Create group.
The Create Group window will appear:
The following information is required:
Tenant: This is automatically provided.
Name: You choose a group name.
Role: Choose either Tenant or Storybook administration. If you choose Tenant administration you inherit all Storybook administration rights.
Permissions: Choose any of these permissions. If you have chosen Tenant administration you will inherit “Allow Configuration of Insights Notifications”.
Then choose Save and the following addition to the list appears:
To add a user to the group, choose the group name from the list.
And the group-specific window appears (in this example Groups >> Alpha Tenant Admin):
Choose the Add user button and the Add Users to Group window appears. Only the existing storybook users appear in the dropdown.
Make your choice and the user appears in the group-specific list:
The group-specific list scrolls through three sections - Users, COSMIC models, Storybooks:
In the COSMIC models section of the group-specific list, choose Add model.
The Add models to group window will appear. Select models from the dropdown list.
Chosen model names will stack and can be individually or collectively removed.
The models now appear in the COSMIC models list:
See Section 2B - Tenant Settings > Groups for further details.
In the Storybooks section of the group-specific list...
Choose Add storybook. Only the storybooks connected to the designated tenant will appear in the dropdown list.
Choose your storybook and it appears in the list:
