Customer management (for SaaS only)

The Customers tab in Site Administration enables you to manage customers and relations between them.

Note: Options in this tab vary according to the permission level.

Overview of customers

A customer is an ALM SaaS environment. ALM SaaS contains the following types of customers.

  • Root customer: Micro Focus.

  • Owner customer: Customers that can have child customers.

  • End customer: Customers that cannot have child customers.

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Switch between customers

From the Site Administration masthead, you can see what the current customer is and which customer you belong to, and you can also switch to another customer.

Active Customer. Displays the current customer.

My Customer. Displays the customer where the logged in user belongs.

To switch to another active customer:

  1. Click the active customer name to open the Change Active Customer dialog box.

  2. In the Active Customer field, select the customer you want to switch to.

  3. Click OK.

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Manage customers

The root customer can create, activate, deactivate, and delete owner customers and their end customers. Owner customers can create, activate, deactivate, and delete end customers.

Action Details
Create a customer

To create an owner customer, click New Owner.

To create an end customer, click New End Customer.
Delete a customer

To delete a customer:

  1. In the Customers list, hover over the customer you want to delete.

  2. Click the Delete button and click Yes in the confirmation dialog box.

You cannot delete a customer that owns projects or end customers.
Activate/Deactivate a customer

To activate or deactivate a customer:

  1. In the Customers list, select the customer you want to activate or deactivate.

  2. To deactivate the customer, click Deactivate Customer.

    To activate the customer, click Activate Customer.

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View customer attributes

In the Attributes tab of a customer, you can view information about the customer and add recipients to the SaaS notification system.

UI Element Description
General section
Name The customer name.
Tenant ID The ID number.
Status

The customer status. The status can be active or inactive.

If a customer is inactive:

  • All its projects are inactive.
  • If it is an owner customer, all its end customers are inactive.
  • None of its users are allowed to log in.
Statistics section
Number of Domains The number of domains the customer currently has.
Number of Projects The number of projects that belong to the customer.
Number of Users The number of customer users that are currently defined in the system.
Quality Insight section
Enable Quality Insight

Enables or disables Quality Insight for the customer.

Note:

  • Only site administrators can enable or disable Quality Insight for a customer.

  • You can enable Quality Insight for a customer only when it is enabled at the site level. For details, see Quality Insight.

  • For SaaS: If the customer is an end customer, you can enable Quality Insight only when it is enabled both at the site level and at the owner customer level.
Recipients from SaaS Notification System section
New Recipients

Opens the New Recipient dialog box, enabling you to add a new recipient to the SaaS notification system.

To add a recipient:

  1. Type the recipient name and at least one email address.

  2. Click Save. The new recipient is displayed in the table.
Recipient Name The name of the recipient.
Email Address The email addresses of the recipient.
Actions Click Edit to edit a recipient. Click Delete to delete the recipient.

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Assign licenses to customers

You can assign licenses to customers and view the license usage information.

Prerequisite:

  • You can assign licenses to customers only when license distribution is enabled (the ENABLE_SAAS_ADDON_ALM_LICENSE_DISTRIBUTION parameter is set to Y).

  • License data is read only for an end customer admin. License data can be edited only by an owner customer admin.

To assign licenses to a customer:

  1. From the Customer tab, select the customer you want to assign licenses to.

  2. In the License tab, the General section, specify the license expiration date and projects limit.

    Field Description
    License Expiration Date

    The license expiration date. Click the date button to select the expiration date.

    Available for: Owner customers
    Projects Limit

    The number of projects limited to this customer.

    If you set the value to -1, the customer can have an unlimited number of projects.

    Note: If license distribution is disabled, license expiration date and projects limit are read-only.

  3. In the ALM License Assignments section, the Assignment column, enter the quotas you want to assign to the customer for each license.

    The Available column is updated to display the remaining number of the license.

    Note:  

    • This section is not available when license distribution is disabled (the ENABLE_SAAS_ADDON_ALM_LICENSE_DISTRIBUTION parameter is set to N).

    • The license value in any of the end customer's fields cannot exceed the corresponding value of its owner customer.

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Map customer to IDP

In the Customer IDP tab, you can map a selected active customer to an IDP ID.

Note: Available when SSO authentication is enabled. For details, seeSet up SSO authentication.

Customer Name: Select an active customer.

IDP ID: Enter the IDP ID to map to the selected customer.

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Map customer to LDAP server

From the Customer LDAP tab, you can map a selected active customer to an LDAP server.

Note: Available when LDAP authentication is enabled in Site Administration. For details, see Import users from LDAP.

Customer Name: Select an active customer.

IDP ID: Select an LDAP server to map to the selected customer.

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See also: