Managing customers
Velocity allows you to associate projects with customers to organize and sort the information in the Velocity Console. (If you had company data associated with projects in previous versions of the Velocity Console, the company data becomes customer data in 2.1.34.)
If your list of projects is long, create a customer and associate specific projects with that customer. Then sort the projects in the Project list by customer, or search for projects associated with a customer.
If you do not organize projects by customer, or if all or most of your projects are for the same customer, you can set a default customer. When a default customer is set, then each time you create a new project the customer field will be automatically populated with the default customer.
Starting in Velocity 2.1.34, the Console allows you to manage customers on the Settings page. If you upgrade to 2.1.34, any Companies or Customers that are already associated with projects will be used to populate the Customer list. Changes to the Customer list on the Settings page will change the projects associated with that customer. So, for example, if you fix a misspelling in a customer name, that change is reflected in all of the projects that are associated with that customer.
When you set up credentials to connect to Ivanti Neurons for IIoT, those credentials must be associated with a customer. This keeps the credentials organized and prevents you from using the wrong credentials for a customer.
You can use a merge operation to delete customer names you are not using anymore.
Add a customer from the Settings page
1.In the Velocity Console, click the Settings button in the top right corner.
2.Make sure the Customers tab is selected.
3.Click Add customer.
4.Provide a name for the customer. If desired, select the checkbox to specify that the customer is the default customer.
5.Click Save.
Add a customer from the credential wizard
1.In the Velocity Console, use one of the following methods access the credential wizard.
•Click Settings > Credentials > Add credentials.
•In a host profile, navigate to the Ivanti Neurons tab. Make sure Create new reusable credentials is selected and click Launch credential wizard.
•In a form project, navigate to the Form details tab. Make sure Create new reusable credentials is selected and click Launch credential wizard.
2.Click on the customer dropdown list to expand the list. At the top of the list, click the Add customer button.
3.Provide a name for the customer. If desired, select the checkbox to specify that the customer is the default customer.
4.Click Save.
Edit a customer
1.In the Velocity Console, click the Settings button in the top right corner.
2.Make sure the Customers tab is selected.
3.Find the customer you want to edit in the Customer list and click Edit in the Actions column.
Merge two or more customers
When two or more customers are merged, all of the projects associated with those customers use the new customer name.
1.In the Velocity Console, click the Settings button in the top right corner.
2.Make sure the Customers tab is selected.
3.Select the checkboxes next to each customer name that you want to merge and click Merge customer. A dialog appears that shows what projects would be affected by the merge.
4.Provide a name for the merged customers. It can be one of the names of the selected customers, or it can be something different. If the name you provide already exists but was not selected, you are prompted to add that customer to the merge.
When you save your changes, all of the projects associated with the merged customers are re-saved with the new customer information.