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Cloud Services Portal Reference Information

This section describes how to use the common features of the InterSystems Cloud Services Portal, organized by page. Use the top-level links in the main menu in the Cloud Services Portal to navigate from page to page.

For information on service-specific pages (the links in the Deployments section of the main menu), see:

Cloud Services Page

The Cloud Services page shows you all of your active InterSystems cloud service subscriptions and provides information on subscribing to additional cloud services. You can also find information on upcoming services here.

Deployments Page

The Deployments page allows you to see all of the deployments you have created. You can also use this page to:

Create a New Deployment

To create a new deployment, on the Deployments page, click Create New Deployment.

The procedure for creating a deployment varies by service. Follow the prompts on the screen, or see the documentation on each individual service for more information:

Select a Deployment to Work On

To select a deployment, on the Deployments page, click the card for that deployment. This will display additional items in the main menu that you can use to configure or manage the deployment.

The current deployment is displayed in the breadcrumbs as a reminder.

If you are working on a deployment and want to return to the list of deployments, click Deployments in the breadcrumbs or List in the main menu.

See the reference information for each individual service for more information on how to manage that service:

Specify the Service Level for a Deployment

If you signed a Service Level Agreement (SLA) with InterSystems, you can identify a deployment in accordance with the SLA. For example, a deployment identified as Live may receive a higher level of service than one identified as Development or Test. Note that changing a deployment to a higher level of service may incur a higher cost. See the terms of your SLA for details.

If you do not have an SLA with InterSystems, you can still set a deployment to Development, Test, or Live, to help you easily identify the purpose of a deployment.

To specify the Service Level for a deployment:

  1. On the Deployments page, click the action menu on the card for the deployment, and then click Service Level.

  2. In the Service Level Deployment dialog box, specify a Service Level and a Service Level Urgency, and click Submit.

The Service Level you chose now appears on the card for the deployment and on the Overview page for the deployment.

Delete a Deployment

To delete a deployment:

  1. On the Deployments page, click the action menu on the card for the deployment you want to delete, and then click Delete.

  2. In the Delete Deployment dialog box, type the name of the deployment to be deleted, and click Delete.

Tenants Page

When you create an account in the Cloud Services Portal, a default tenant is created for you, and all of your InterSystems cloud service deployments are housed in this tenant. You are considered the Owner of this tenant, and you are given the role of Admin in the tenant.

If you are part of a development team, you can invite other members of the team to your tenant. That way, they can log in to the Cloud Services Portal using their own usernames and passwords and have access to the deployments in your tenant.

If you have access to more than one tenant, you can see the name of your current tenant in the drop-down list at the top of the screen, next to the Refresh button. You can also use this drop-down list if you want to switch to another tenant.

Invite a Team Member to a Tenant

If you have the Admin role in a tenant, for example, in your default tenant, you can invite a team member to the tenant. The team member must already have an account in the Cloud Services Portal.

To invite a new member to a tenant:

  1. On the main menu, click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Actions column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Current Members list for the tenant, click Invite Members.

  4. In the dialog box, type the member’s email address.

  5. In the Role drop-down list, select the role you would like the member to have:

    • Admin—The member can access the tenant, make modifications to any of the deployments, and manage access to the tenant.

    • Write—The member can access the tenant and make modifications to any of the deployments, but not manage access to the tenant.

    • Read—The member can access the tenant, but not make any modifications to any of the deployments.

  6. Click Invite.

The member will appear in the Current Members list for the tenant, with a Status of PENDING. When the member accepts the invitation, the Status changes to ACTIVE.

You can withdraw an invitation by clicking the Delete icon in the Actions column for that member.

If you withdraw an invitation, or a member rejects an invitation, that member is removed from the Current Members list.

Note:

You may need to click Refresh to see the latest values in the Status column.

If the team member does not receive an invitation, make sure you typed the email address correctly and send another invitation if necessary.

Respond to an Invitation to a Tenant

If you have pending tenant invitations, the number of invitations appears in parentheses next to Tenants in the main menu.

To respond to an invitation:

  1. On the main menu, click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a pending invitation, click the Accept Invitation icon or the Reject Invitation icon in the Actions column.

If you accept an invitation to a tenant the Status column for that tenant changes to ACTIVE. If you reject an invitation, the tenant is removed from the list.

Switch to a New Tenant

If you have access to more than one tenant, can see the name of your current tenant in the drop-down list at the top of the screen, next to the Refresh button. You can also use this drop-down list if you want to switch to another tenant.

When you switch tenants, the drop-down list changes to indicate the current tenant. You now have access to the deployments in the new tenant. In the main menu, click Deployments to work on any of the deployments in this tenant.

Note:

The level of access you have to the deployments in this tenant is determined by the role you were given when you were invited to the tenant. Some of the functionality you are accustomed to using may not be available on the various screens in the Cloud Services Portal.

Leave a Tenant

If you no longer have the need to access a tenant, you may leave a tenant. After you leave a tenant, you will no longer have access to the tenant unless you are invited again by an Admin of that tenant.

To leave a tenant:

  1. On the main menu, click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. If you do not have the role of Admin for the tenant, in the row for the tenant you want to leave, click the Leave Tenant icon in the Actions column.

  3. If you do have the role of Admin for the tenant:

    1. In the row for the tenant you want to leave, click the Manage Access icon in the Action column.

    2. In the Current Members list for the tenant, in the row for your name, click the Delete icon in the Actions column.

Note:

You cannot leave a tenant if you are the owner of that tenant.

Change the Role of a Team Member

If you have the Admin role in a tenant, you can change the role of an existing team member in that tenant.

To change the role of team member:

  1. On the main menu, click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Actions column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Current Members list for the tenant, find the team member whose role you want to change, click the Open Menu icon in the Change Role column for that member, and select a new role from the list.

Note:

You cannot change the role of the member who is the owner of a tenant. That user will always have the Admin role.

The owner of a tenant cannot transfer ownership of the tenant to another team member.

Remove a Team Member

If you have the Admin role in a tenant, you can remove a team member who no longer needs to access that tenant.

To remove a team member:

  1. On the main menu, click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Actions column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Current Members list for the tenant, find the team member whom you want to remove, and click the Delete icon in the Actions column.

Note:

You cannot remove the member who is the owner of a tenant.

Settings Page

The Settings page allows you to change your Cloud Services Portal account settings, such as your email address or password.

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