Adding and Editing Virtual Portals
This task can be performed in the global administration view only.
To add or edit a virtual portal:
1 In the global administration view, select Main > Portals in the navigation pane.
The PORTALS page opens, displaying all the virtual portals.
2 Either,
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Add a new virtual portal, click
New Portal.
The New Portal window is displayed.
Or,
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Edit an existing portal, click the portal's name
.The portal window is displayed with the portal name as the window title.
3 Complete the fields.
Name – Type a unique name for the virtual portal.
Type – Select the virtual portal's type. This field is read-only, when editing an existing virtual portal.
Team Portal (default)
Reseller PortalStatus – The status: either Enabled or Disabled. If you set the status to disabled:
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Users cannot log in to the portal, and devices cannot connect.
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Reports and email notifications are not sent from the portal.
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User self-registration is disabled.
Global administrators can still connect to disabled portals via the global administration view.
Display Name – Optional. The name displayed.
Billing ID – Optional. The virtual portal owner's billing ID. This enables integration of the portal with an external billing system.
Company – Optional. The name of the company owning the portal.
Enable Resource Provisioning (Reseller portal only) – Deselect this box to allow a reseller unlimited quotas, subject only to the limits of the CTERA Portal license. If you deselect the box, the Provisioning option is removed.
6 Click SAVE.
Assigning Global Plans to Virtual Portals
This task can be performed in the global administration view only.
A global plan can be added to a virtual portal for every user in the portal. Plans can be assigned to individual users in the virtual portal.
To assign a global plan to a virtual portal:
1 In the global administration view, select Main > Portals in the navigation pane.
The PORTALS page opens, displaying all the virtual portals.
2 Click the portal name.
3 If the virtual portal is a reseller portal, keep the Enable Resource Provisioning check box selected.
4 Click the Provisioning option.
The Provisioning window is displayed.
5 Click the Subscription Plan field.
The Select Your Subscription Plan window is displayed.
6 In the Subscription Plan drop-down list, select the global plan to assign the portal.
7 Click OK.
8 In the
Subscription Expiration field, click
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to specify the date on which the portal's subscription to the selected plan will expire. This field is only enabled for plans that are defined as time limited trial plan.
9 Click SAVE.
The virtual portal is assigned to the subscription plan.
Assigning Add-ons to Virtual Portals
This task can be performed in the global administration view only.
An add-on can be added to a virtual portal as part of the provisioning for the portal and the add-on is valid for every user in the portal.
Note: As part of provisioning for a user in a reseller portal, you can also assign add-ons that were defined for the portal.
To assign global add-ons to a virtual portal:
1 In the global administration view, select Main > Portals in the navigation pane.
The PORTALS page opens, displaying all the virtual portals.
2 Click the portal name.
3 If the virtual portal is a reseller portal, keep the Enable Resource Provisioning check box selected.
4 Click the Provisioning option.
The Provisioning window is displayed.
5 Select the Add-ons tab.
6 Add an add-on for the virtual portal:
a In the drop-down list, select the add-on.
b Click Add.
The add-on is displayed.
c To select a new date until when the add-on is valid, in the add-on row, click in the
Valid for column and then either clear the value, type a new value or click
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to display a calendar to select a new date when the add-on subscription should end.
The Expiration column is updated accordingly.
d Optionally, enter a comment in the Comment column.
7 To remove an add-on from the virtual portal, in the add-on row in the list box, click
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.
The add-on is removed.
8 Click SAVE.
The virtual portal is assigned to the add-ons.