Configuring Multitenancy, Site Management and Access Profiles

Redcell Synergy can support multiple client organizations from a single instance or Redcell Synergy. It can also constrain data access based for logged on users depending on the client organization to which they belong. To implement multitenancy, follow the How to: Create a Multitenancy Environment, described below.

To understand the data constraints on tenants within a Multitenant Redcell Synergy environment, see Constraining Data Access. See also User Site Access for information about giving users access to multiple tenant sites.

The following diagram describes the relationship between the pieces of Multitenancy in the order needed to configure a tenant site. To see it in narrative form, see How to: Create a Multitenancy Environment

Create a Multitenancy Environment

Follow these steps:

Creating a Site Template

1. A tenant’s website or portal is based on a Site or Page Templates you have created. See How to: Make A Site Template. Also, see Portal > Page Templates for instructions about how to create them.

2. Create a tenant site, using the portlet and editor described in Site Management below. Click Add Site and the editor appears.

3. While the Site Management Editor is still open, assign a Site or Page Template. This creates the default website for the customer. You can only do this when creating the customer, you cannot do it after the customer is created.

Deleting a Page Template in already use makes the page unusable. Don’t do it!

4. Save the tenant site.

5. If you want to configure the site further, click Action > View Pages in site as it appears in the list of tenant sites. You can add portlets, and they will become part of that site template.

If you add the Site Map portlet, it discloses a site’s available pages and the portlets configured to be on each page.

Creating an Access Profile Template

6. Access Profile Templates configure tenant site access to various Redcell Synergy capabilities. These templates are an easy way to grant levels of access to resources (for example: bronze, silver, gold) to your customer base.

Optionally, create an Access Profile Template, using the Access Profile Templates portlet and the AP Editor / AP Template Editor. Right-click and select New in the Access Profile Templates portlet to create a template.

To create an individual site’s Access Profile, right-click the tenant site you created in the Site Management portlet and select Access Profile from the menu. Notice you can select from available Access Profile Templates at the top of this screen.

Every customer automatically has an Access profile which consists of any selected Access Profile Template and any customer-specific Access Profile you configure. Configure the Customer Resource Assignments by clicking Add in the Access Profile Editor. Redcell Synergy logically ANDs these with any selected template.

View and Further Configure Devices for the Site

7. To see the tenant website, right click the tenant site in Site Management, and select Go to Site. The tenant website opens, and you will see all the pages you configured when Creating a Site Template.

8. If you want to confine discovered devices to a particular tenant site, right-click them in the master site’s Managed Resources. Right-click a device and select Manage > Domain Access Control to see the menu of available tenant sites.

By default, only devices either discovered for an assigned site, or those explicitly assigned with this procedure appear in tenant sites.

Configure User Site Access

9. You can optionally assign specific users access to multiple tenant sites. See How to:Configure User Site Access for step-by-step instructions.

Assigning Sites in Discovery

To create discovery profiles for a particular site, select the site in the New (Specified Site) action within the Discovery Profile portlet.

These devices are visible in the master site, but are assigned, by default to the selected tenant site. Other tenant sites cannot see them.