Advanced Properties

Under this section, advanced customer properties can be edited including the customer's password account settings, organizational structure, brand setting and restricting specific security roles.

5. Select "Provision' to save the changes.

3.7 Customer DNS Records

The Cortex Control Panel now offers the ability to create DNS zones and records when:

· A domain is added to a Customer and/or;

· A service is provisioned to a customer account.

This feature is controlled by a service property on the Cortex service which can be updated under the Reseller service. Once this feature is enabled, Service Provider Administrators can create DNS templates at different levels of the customer hierarchy that will define what DNS records will be created and Resellers can select customer domains that will have the DNS templates applied to.

3.7.1 Enabling Customer Domains for DNS Templates

A customer's domain needs to be enabled to support DNS templates before they are automatically created.

1. Select the Customer and click "Edit Customer.

2. Navigate to the Domain Management section. The Domain table should include a DNS Zone column. If this column does not appear, the function has not been enabled for the Reseller to manage.

3. Edit an existing domain or add a new domain. Check the DNS Zone field. DNS Templates will now be applied to this domain.

4. Select Update to save the changes.

5. Provision the customer. The DNS service will be provisioned for the customer and if any non-service specific DNS templates have been configured on the system, DNS records will be created for each template.

Service specific DNS templates will be add records to the DNS zone when the customer is provisioned with the service.

To disable a domain from the DNS template functionality, uncheck the DNS zone field and re-provision the customer.

Troubleshooting:

If the following error appears, it is likely that the customer's reseller has not be provisioned with the DNS service:

Error: "Failed to provision mandataory customer services."

Stack: "Unable to provision the mandatory services for customer [CustomerFullName]. Details: Unable to manage the DNS Zones for the customer's domains. Could not find the DNS service for customer. Make sure that the reseller has the DNS service enabled."

3.8 Trial (Demo) Customer Accounts

Trial customer accounts can now be set up on the Cortex Control Panel. These accounts are set up with a defined time period where the customer can trial the services that have been provisioned to their account, and provision services to demo users. The creation of these accounts can be done directly on the Cortex Control Panel or via a purposely built demo website application which utilises the CortexAPI. This application can be easily integrated into an existing external website and the style sheet can be updated with the relevant brand. Multiple demo website applications can exist in a single instance of Cortex and these can be configured to create customers under different reseller customers.

If a trial customer decides to purchase the services on offer, a new customer account does not need to be created. Once the trial flag is removed from the customer account, the customer will be regarded as "Live"

customer.

When the expiry date has passed, Cortex will automatically de-provision the trial customer account. The account will remain in a de-provisioned state until the numbers of days configured for the retention period have been met and then the account will be deleted from Cortex . The minimum period for an account to be de-provisioned and removed from Cortex is two days.

Automated email templates can be customized for these types of customers to allow the Reseller or Service Provider to proactively sell the services provisioned to the demo customer and its users. As the demo trial period nears it's end, an email will be sent to the customer advising that the trial period will end shortly.

The demo web site can manage anonymous sign-ons and/or an organizational sales force. If a sales force is set up to use the demo web, the sales force ID will be saved against the customer that they have created in SQL.

3.8.1 Sales Force Administration

The Demo Admin Portal is an additional component to the Cortex Control Panel where users can configure the processes that will used to manage Trial Customers.

The Demo Admin portal provides the functionality to:

· Create and manage Sales Forces

· Create users and assign them to a specific Sales Force. These users will have access to the Admin Portal and their ID will be recorded against a Customer Account when they create one.

· Set up service templates that can be provisioned to the customer

· Summary of all trial customers attached to a Sales Force. Ability to re-send the request to the Cortex Control Panel, if the original request has failed

· Manage user password for the Demo Admin Portal

· Add a new trial customer to the control panel

The Demo Admin portal can be accessed using the following url: <Domain>/CortexDemoWeb/Admin

3.8.1.1 Add a Sales Force

At least one Sales Force must be created before the DemoWeb application will work. The Sales Force allows specific attributes to be saved at that level for how the DemoWeb application is configured and the services that can be set up. Ideally if implementing the DemoWeb application to different Resellers, a separate sales force should be created for each reseller.

Only a SuperAdmin user can create and manage a Sales Force

1. Select the Sales Force 2. Select "New Sales Force"

3. Enter a display name for the Sales Force. This will be displayed within the Administration portal.

4. Enter an email address for the Sales Force. This is for information purposes only

5. A Sales Force must be configured to a Reseller. Enter the Reseller's Customer Short Code. The demo customers will be saved under the Resellers organization unit

6. Enter the Cortex Location (Domain) that the you want these customers to be added to. The selected reseller customer must have the correct permissions to sell in this location

7. Add a host-header to determine the URL for the DemoWeb web site for this Sales Force 8. Enable "Is Default" if this will be the default sales force administration system???

9. Specify the type of users that can access the system

Access Type Description

Sales Force Members Only users that have been set up on the Sales Force Administration portal for this Sales Force will be able to create new demo customers. The demoweb application will include a Login Page which will verify the user's name and password to what values are stored on the Admin portal.

Everyone Allows all users (Sales Force and anonymous) to create new demo customers . ????

Everyone but Sales Force Members

Allows anonymous users to create their own demo accounts. This is the recommended access to use if integrating demoweb within your web site, allowing prospective customers to sign up for a trial period.

10.Specify the number of days that any trial customer account created within the sales force will be in a provisioned state.

When the last day is reached, Cortex will automatically de-provision the customer account. The length of time from the customer being de-provisioned and deleted from the customer is defined by the Retention property. This is defined on the Reseller service >> Cortex service within the Cortex Control Panel.

11.Add a domain suffix if you require all your trial customer accounts to belong to the same domain. The suffix will be appended If left blank, the domain that the customer inputs will be saved.

12.Select "Save" to save the new Sales Force.

To amend an existing Sales Force, select the sales force and make the necessary changes before selecting

"Save".

Once a Sales Force has been added to the system, it can be disabled but not removed from the system.

When a Sales Force is disabled, its users...

3.8.1.2 Add Users

The Demo web application can be made available to everyone or/and a specific Sales Force. If you are planning to release the functionality to a Sales Force, and require a Sales person's ID to be logged against the trial customer account, the individual needs to be created on the Sales Force Administration portal.

1. Select Users

2. If multiple Sales Forces exist on your platform, select from the drop down list, the Sales Force that you want the user to be a member of and select "Manage"

3. Select New User, a blank Staff Member Details iframe will be displayed

4. Enter a Username for the user. This is the username that the sales person will use to log onto the Demo web and the Sales Force Admin Panel. This is not the user's Cortex login username which is

independent of this system

5. Enter the user's Display Name

6. Enter and confirm a password for the user 7. Enter the email address for the user

8. Enable the account. When an account is disabled, the sales force member will not be able to create new trial customers

9. Select the access level for the user. There are three user access levels on the Demo Admin portal that manage what the users' access: