Create an Organization

To create a new Organization, click on Create Organization at the MSP Dashboard to bring up the Organization Information Form.

The Create Organization screen provides the following step-by-step process for creating an Organization:

1. Basic Information Settings

Enter the basic information and password settings as described below, then click Next to go to the next tab (Step 2).

• Name - Enter a name for the organization.

• Include in my MSP - If the Organization is not created in the MSP, other MSP’s user won’t have access to it. Only you are the Administrator of the Organization. By default, it is Yes.

• Country/Region - Select the country or region for this organization from the drop-down menu.

• Timezone - Select the associated time zone for the Region.

• Organization Image - Select a image from your computer for the organization.

• Password Policy / Security - This setting applies strong password rules when creating or editing OmniVista Cirrus users. The existing users with the weak passwords can still continue to login even if strong password is chosen.

  • Strong Password - Minimum password length is 14 with the following required guidelines:

    • Min number of upper-case letters: 1

    • Min number of lower-case letters: 1

    • Min number of digits: 1

    • Min number of special characters: 1 in the list of ~ ! @ # $ % ^ & * ( ) _ . +

    • Password can not contain e-mail

    • Reuse of any of the last three passwords is prohibited

    • Password requires to change every 90 days

  • Weak Password - Minimum password length is 12.

    • Minimum number of letters: 1 (upper or lower case).

    • All numeric passwords not allowed.

    • Password can not contain e-mail.

    • Password can contain username. Only the old and new password have to be different.

• Enforcement Access - Selecting this option will apply the chosen password policy settings to the existing users within the organization or site. The existing users with only weak passwords will be prompted to update their passwords based on this policy. After the message, the user can choose to skip it. There is no mandatory condition to change the password.

  • No warning - There will be no immediate warning message will be sent to the users to update passwords but the users will be alerted while editing their profile.

  • Show message after login - The users will see a message after they log in to the network to update their passwords and if the user's current password does not meet the strong password requirements, a modal will prompt the user to change their password to a strong one after they log in as shown below.

2. Subscription Mode

Choose a subscription mode for the organization. Three options are available. Select one, enter the required fields, and click Create to finish.

Request Teaser Period

When you select the “Request Teaser Period” option, the Subscription Mode form displays the fields that you need to complete to request the trial license.

Complete the fields as described below, then click on Create. You must complete the mandatory fields. Other fields are not required.

• ALE CSM or Sales or Presales representative name(s) – The name(s) of the ALE Sales Representative(s) you are working with.

• ALE CSM or Sales or Presales representative Email(s) – The Email address(es) of the ALE Sales Representative(s) you are working with.

• Are you an OmniVista Enterprise Customer trying to deploy remote access points (RAP’s)- Select this option to exclusively declare and configure your remote access points for communication with OmniVista Cirrus 10 via a management VPN tunnel. As this option is only for the management of remote access points by OmniVista Cirrus 10, you cannot declare any other Access Points to manage in this Organization.

• Partner name – The name of the Business Partner you are working with.

• Partner CRD ID – The CRD ID of the Business Partner you are working with.

• Partner contact name – The Business Partner contact you are working with.

• Partner contact Email – The Business Partner contact Email address.

• Expected starting date for trial – The expected start date for the Trial Period. By default, the current date is entered.

• Expected Trial duration – By default, the Trial Duration is 90 days.

• Expected Number of Devices to be managed during the Teaser period – By default, the number of devices you can manage is 20.

• Expected Number of PBX Users to be managed during the Teaser period – By default, the number of PBX Users you can manage is 50.

• Expected Number of Devices bound to an Advisor Edge instance during the Teaser period – By default, the number of devices bound to an Advisor Edge instance is 20.

You will receive an Email confirmation when your request is approved. However, if you are requesting a Trial License with 20 devices or less and a 90-day default period, your request is automatically approved.

OmniVista Lite

By choosing OmniVista Lite, you activate a freemium subscription which provides a basic set of features.

Prepaid Subscription

By Choosing this option, you activate the ‘Prepaid Subscription’ model, based on Subscription management. This model provides a way to manage a set of licenses from one or more Orders as a single Subscription. It offers Co-term or Non co-term subscriptions.

Enter the fields as described below:

• Subscription ID - The unique subscription identifier.

• Activation Code - The Activation code for the subscription.

Accept the Terms and Conditions, then click Create.

After you click Create, a notification appears informing you that the organization was created and that a default RF Profile and Provisioning Configuration were assigned to it.

You are redirected to the MSP User Dashboard, where the new Organization widget appears.