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VeloCloud SD-WAN 6.1 - Operator Guide - Manage Partners Print

Manage Partners

The Manage Partners option allows you to create new Partners, who can independently manage a group of Customers.

  1. Log into the VeloCloud Orchestrator as an Operator user. In the SD-WAN service of the Operator portal, select Manage Partners.
    Figure 1. Manage Partners
  2. You can perform the following actions:
    Table 1. Manage Partners Option Descriptions
    Option Description
    Search Enter a search term to search for the matching text across the table. Use the advanced search option to narrow down the search results.
    New Partner Select this option to add a new Partner. For additional information, see Create New Partner.
    Edit This option takes you to the Partner Overview page in the Partner portal, where you can edit the Partner Capabilities, Available Software Images, and Gateway Pool of the selected Partner. For additional information, see Configure Partner.
    Delete Deletes the selected Partners. Enter the number of selected Partners in the pop-up window, and then select Delete.
    Note: Ensure that you have removed all the Customers associated to the selected Partner, before deleting the Partner.
    Add Operator Profile Assigns an Operator profile to the selected Partners, which specifies the network settings managed by Orchestrator. In the Add Profiles to Selected Partners pop-up window, select a profile and select the arrow to add it. Select Save. For additional information, see Manage Operator Profiles.
    More Select this option, and then select Download to download the list of Partners' profiles in a CSV format.

     

  3. Following are the other options available in the Manage Partners area:
    Table 2. Additional Manage Partners Option Descriptions
    Option Description
    Columns Select the check boxes to view the required columns.
    Refresh Select this option to refresh the page.

Create New Partner

In the Operator portal, you can create Partners and configure the settings, so that the Partners can manage a group of Customers on their own.

Only Operator Superusers, Standard Operators, and Business Specialist Operators can create a new Partner.

Note: As an Operator Super User, you can temporarily deactivate creating new partners by setting the system property session.options.disableCreateEnterpriseProxy to True. You can use this option when Orchestrator exceeds the usage capacity.
  1. Log into the VeloCloud Orchestrator as an Operator user. In the Operator portal, go to Customers & Partners > Manage Partners , and then select New Partner.
    Figure 2. Create New Partner
  2. On the New Partner page, enter the following details:
    Note: Select Next to go to the next section on the page. The Next button is activated only when you enter all the mandatory details in each section.
    Table 3. Create New Partner Option Descriptions
    Option Description
    Partner Information
    Name Enter the Partner name.
    Domain Enter the domain name of the Partner.
    SASE Support Access This option is selected by default and grants access to the Arista Support to view, configure, and troubleshoot the settings of the Partner.
    Grant Gateway Management Access Select the check box to allow the Partner to create and manage the Gateways.
    Location Enter relevant address details in the respective fields.
    Initial Partner Admin Account
    Username Enter the username in the This email address is being protected from spambots. You need JavaScript enabled to view it. format.
    Password Enter a password for the Partner.
    Note: Starting from the 4.5 release, the use of the special character "<" in the password is no longer supported. In cases where users have already used "<" in their passwords in previous releases, they must remove it to save any changes on the page.
    Confirm Re-enter the password.
    First Name, Last Name, Phone, Mobile Phone Enter relevant details in the respective fields.
    Contact Email Enter the email address. The alerts on service status are sent to this email address.
    Default Properties
    Gateway Pool Select Add to select the Gateway Pool from the available list. After adding the Gateway Pools, you can select Edit to add or remove the pools.

    For additional information on Gateway Pools, see Manage Gateway Pools.
    Software Image Select Add to select the Software Image from the available list. After adding the Software Image, you can select Edit to add or remove the images. For additional information on Software Images, see Platform and Modem Firmware and Factory Images.
    Edge Licensing Select Add to select the Edge licenses from the available list. After adding the licenses, you can select Edit to add or remove the licenses. This option is available only when the value of System Property session.options.enableEdgeLicensing is set to True.
    Note: The license types can be used on multiple VeloCloud Edges. It is recommended to provide the Partners with access to all types of licenses to match their edition and region. For additional information, see Edge Licensing.

     

  3. Select the Add Another Partner check box, to create another new Partner, or directly select the Add Partner button. The new Partner name is displayed on the Manage Partners page. You can select the Partner name to navigate to the Partner portal and add more configurations to the Partner. For additional information, see Configure Partner.

Configure Partner

As an Operator Superuser and Operator Admin, when you create a new Partner, you are automatically redirected to the Partner Overview page, where you can configure Partner capabilities, Software images, Gateway pools, and other settings that the Partner can access.

To configure Partner information for an existing Partner:

  1. In the Operator portal of the VeloCloud Orchestrator, select Manage Partners, and then select the Partner name to navigate to the Partner portal and add additional configurations to the Partner.
    The Partner Overview page for the selected Partner appears.
    Figure 3. Configure Partner
  2. You can configure the following capabilities and settings for the selected Partner:
    Table 4. Partner Configuration Option Descriptions
    Option Description
    Partner Capabilities Selecting Edit allows you to select the following capabilities for the current Partner:
    • Enable Gateway Management – Allows the Partner users to create, configure, and manage their own Gateways.
    • Enable Edge License – Allows the Partner users to manage their Edge Licenses.
    • Enable Role Customization – Allows a Partner Super user to customize the service permissions of other Partner users and Enterprise users of the Partner.
    Classic Orchestrator Access Displays the Classic Orchestrator accessibility settings for the Partner Customers.
    For All Customers: An Operator can choose any one of the following options from the drop-down menu:
    • Turn On: Allows Partner Customers to access the Classic Orchestrator.
    • Turn Off: Does not allow Partner Customers to access the Classic Orchestrator.
    • Keep Existing: This option indicates no change to the settings.

    Current Access Status: Displays the access information (On/Off) for the existing Partner Customers. Select View to view the list of names and statuses of the Partner Customers.

    Note: You must refresh the page to see the Classic Orchestrator UI button at the top right of the screen.
    Available Software Images Displays all the software images assigned to the Partner. Select Edit to add or remove the software images in the list.
    Note: You cannot remove the software images that are assigned to a Customer.
    Gateway Pool Displays the Gateway pools associated with the selected Partner. Select Edit to add or remove the Gateway pools in the list.
    Note: You cannot remove the Gateway Pools that are assigned to a Customer.
    Other Settings Displays the settings of the User Agreement only if you have activated the User Agreement feature. By default, the User Agreement feature is not activated. To enable the User Agreement feature, navigate to the System Properties in the Operator portal, and set the value of the session.options.enableUserAgreements system property as True.

    You can choose to override the default display settings of the User Agreement, by selecting the Edit button and selecting relevant option from the User Agreement Display drop-down menu. By default, the Customer inherits the display mode set in the system properties.
  3. After configuring the required Partner details, select Save Changes.
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