An organization represents the logical association to some organizational entity in your business environment. For example, if you are data center provider, each organization might represent a company. If you are an enterprise IT department, an organization might represent a company site, a business unit or department, or a cost center within your company.
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Users Who Can Perform These Tasks: System Administrator or System Administrator role |
Transformation Manager allows you to track the following information for the organization accounts:
Name: Specify a name for the organization that is unique in the PTM system. The name must begin with a letter or number. It can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.
Description: (Optional) Specify a brief description of the organization. This text appears by default in the Organizations list.
Image: (Optional) Upload an image to represent the organization.
Associations: The following tabs allow you to view or manage the components associated with the organization. Some options might not be available, depending on the user’s assigned role.
Planning
Projects (Create, Edit, View, Delete) - See Section 7.0, Managing Projects.
Resources
Credentials (Create, Edit, View, Delete) - See Section 12.3, Managing Credentials Resources.
Hosts - See Section 12.4, Managing Host Resources.
Source (View)
Target (Create, Edit, View, Delete)
Networks - See Section 12.5, Managing Network Resources.
Source (View)
Target (Create, Edit, View, Delete)
Datastores - See Section 12.6, Managing Datastore Resources.
Source (View)
Target (Create, Edit, View, Delete)
Environments (Create, Edit, View, Delete) - See Section 12.7, Managing Environment Resources.
Applications (Create, Edit, View, Delete) - See Section 10.0, Managing Applications.
Migration Servers (Create, Edit, View, Delete) - See Section 12.8, Managing Migration Server Resources.
Resource Pools (Create, Edit, View, Delete) - See Section 12.9, Managing Resource Pool Resources.
Users
Project role assignments at the project level are automatically inherited by their child components.
Dashboard Viewer (View, Add, Remove) - See Dashboard Viewer Role.
Migration Specialist (View, Add, Remove) - See Migration Specialist Role.
Project Architect (View, Add, Remove) - See Project Architect Role.
Project Manager (View, Add, Remove) - See Project Manager Role.
In the Web Interface toolbar, select Users.
Select the Organizations tab.
Click Create.
In the Create Organization dialog, specify a name for the organization that is unique within the PTM system.
(Optional) Specify a brief textual description of the organization.
(Optional) Upload an image to represent the organization. Mouse-over the image pane, click Upload New Image, browse to locate and select the image that you want to use for the organization, then click Open.
Click Save to create the organization instance and enable the Associations pane.
(Optional) In the Associations pane, define the associations for the organization.
Planning
Projects (Create, Edit, View, Delete) - See Section 7.0, Managing Projects.
Resources
Credentials (Create, Edit, View, Delete) - See Section 12.3, Managing Credentials Resources.
Hosts - See Section 12.4, Managing Host Resources.
Source (View)
Target (Create, Edit, View, Delete)
Networks - See Section 12.5, Managing Network Resources.
Source (View)
Target (Create, Edit, View, Delete)
Datastores - See Section 12.6, Managing Datastore Resources.
Source (View)
Target (Create, Edit, View, Delete)
Environments (Create, Edit, View, Delete) - See Section 12.7, Managing Environment Resources.
Applications (Create, Edit, View, Delete) - See Section 10.0, Managing Applications.
Migration Servers (Create, Edit, View, Delete) - See Section 12.8, Managing Migration Server Resources.
Resource Pools (Create, Edit, View, Delete) - See Section 12.9, Managing Resource Pool Resources.
Users
Dashboard Viewer (View, Add, Remove) - See Dashboard Viewer Role.
Migration Specialist (View, Add, Remove) - See Migration Specialist Role.
Project Architect (View, Add, Remove) - See Project Architect Role.
Project Manager (View, Add, Remove) - See Project Manager Role.
Click Save.
Click Close.
To add a logo for an organization:
In the Web Interface toolbar, select Users.
Select the Organizations tab.
Select the organization, then click Edit.
Upload an image to represent the organization. Mouse-over the image pane, click Upload New Image, browse to locate and select the image that you want to use for the organization, then click Open.
Click Save.
Click Close.
In the Web Interface toolbar, select Users.
Select the Organizations tab.
In the Organizations list, double-click the organization, or select the organization and click Edit.
(Optional) Specify a brief textual description of the organization.
(Optional) Upload an image to represent the organization. Mouse-over the image pane, click Upload New Image, browse to locate and select the image that you want to use for the organization, then click Open.
In the Associations pane, view or modify the Associations information.
Projects - See Section 7.0, Managing Projects.
Users
Dashboard Viewer - See Dashboard Viewer Role.
Migration Specialist - See Migration Specialist Role.
Project Architect - See Project Architect Role.
Project Manager - See Project Manager Role.
Credentials - See Section 12.3, Managing Credentials Resources.
Hosts - See Section 12.4, Managing Host Resources.
Networks - See Section 12.5, Managing Network Resources.
Datastores - See Section 12.6, Managing Datastore Resources.
Environments - See Section 12.7, Managing Environment Resources.
Applications - See Section 10.0, Managing Applications.
Migration Servers - See Section 12.8, Managing Migration Server Resources.
Resource Pools - See Section 12.9, Managing Resource Pool Resources.
If you modified information, click Save.
Click Close.
When you remove an organization, the associations set up for the organization are automatically deleted.
In the Web Interface toolbar, select Users.
Select the Organizations tab.
In the Organizations list, select the organization and click Delete.
Click Yes to confirm the deletion, or click No to keep the organization.