This page is the first page of the Partner wizard. From this page, you can create partner entries in the Axeda® Platform. In addition, you can view and modify an existing partner entry that you selected in the View Partner page. You must be logged in as a user with privileges to view, add, and modify users and partners to be able to add partners.
The Partner wizard prompts you for each configuration value you need to create a partner in the Platform. The wizard information for a partner is presented as follows:
o Partner Definition - specify the name, organization, description, e-mail address, phone and fax numbers,and Web site address for this partner.
o Add and remove application privileges for partner - specify the privileges granted to this partner and its contacts.
o Confirm Partner Information - for the information specified for the partner, save the partner as configured to the database; otherwise, change the properties before saving or cancel the partner configuration altogether.
Warning! When moving backward and forward through the wizard, use the wizard's Back and Next buttons. Do NOT use your browser's back and forward tools.
In this page, you define properties for a new partner or edit properties for an existing partner (if selected from the View Partners page). These partners and their properties are stored in the directory service used for Axeda Partner accounts.
1. Type the name for the partner in the Partner Name field. This name is required for a new partner and cannot be modified when editing an existing partner.
Note: User group names must be unique in the Platform. If you specify a name for the Partner that already exists as a User Group Name in the Platform (primary, Delegated Administration, Partner directory services), you will see an error message.
2. Select the organization with which the partner is associated, if applicable, from the Organization list. This is optional. If you do not see the organization you want, you may need to create that organization (Configuration application - New menu - Organization).
3. Type a description of the partner in the Description field. This description is optional. If defined, the description is displayed in the View Partners page.
4. Type the e-mail address for the partner in the E-Mail Address field. This address is required for a new partner. Use valid e-mail address syntax (for example, user@company.com). The server will send event information to this e-mail address, such as when a new contact is created for the partner.
5. Type the phone and fax numbers for contacting this partner in the Phone Number and Fax Number fields, respectively. These numbers are optional when creating a new partner. There are no syntax requirements specifying how the numbers should be typed.
6. Type the Web site associated with this partner in the Web Site field. For example, this may be a Web page that provides access to the partner's tools, a technical support Web site for responding to Axeda® Connected Product Management Applications requests, a partner's Web site for case assignment, and so forth. The Web site is optional.
7. When you are finished, click Next to specify the privileges for this partner and the associated contacts. If you click Cancel and continue canceling, all information configured in this wizard is removed.