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Rapid Recovery License Portal 6.1 - User Guide

Getting started with the Rapid Recovery License Portal Managing licenses in the Rapid Recovery License Portal
Downloading software from the License Portal Using the dashboard Performing global searches in the License Portal Configuring personal settings Configuring email notification settings Managing users Managing groups Managing licenses Managing registered agent machines Managing cores Working with License Portal reports

Viewing and working with group details

In the License Portal you can view a variety of detailed information about a group, such as identifying information and modification history.

To view and work with group details
1
In the left navigation area of the License Portal, click Groups.
2
In the Actions column of the group for which you want to view details, click the Details icon.
In the Details dialog box, you can view detailed information about the group including status, license type, group owner, the number of associated cores and agent machines, number of users, and group type (such as Software or Appliances). A history of modifications to this group is also displayed.
3
To delete this group from within the Details dialog box, click Delete.

Adding a group or subgroup

Complete the following steps to add a group or to add a subgroup to an existing group.

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If you own and are managing appliances in the License Portal, you have the ability to add software groups for your Cores. When you are creating groups and you have both software and appliance licenses, you need to enure that you have selected Software Capacity (for appliances) or Software as appropriate for viewing the proper license(s) in the proper group(s).

License keys for appliances and software are different and are not interchangeable; therefore, if you want to use Core software (for replicating appliance agent snapshots to a core, for example), you need to create a new software group for that Core. (You will need the license key to download and activate the Core.)

 
* 
NOTE: Only users with administrative rights can add groups and subgroups.
To add a group or subgroup
1
If you have both software and appliance licenses, at the top of the License Portal, click Software or Software Capacity on the drop-down as needed to select the type of group you are creating. (To add a sub-group, navigate to the group to which you want to add a sub-group.)
2
On the Groups page, do the following:
•
Click Add Group.
•
If you are creating a subgroup, navigate to and select a group to which you want to add a subgroup, and then click Add Group.
If you have numerous groups in the table, you can easily filter the list of groups and search to locate the group to which you want to add a subgroup. See the topic, Viewing and searching for groups for more information.
3
In the Add Group dialog box, enter a name for the new group.
 
* 
NOTE: The Group Name is required.
4
In the Description text box, enter a description for the group, as needed.
5
Click Add.

Deleting a group

You can easily delete a group on the Groups page of the License Portal. When you delete a group, all users, agents, cores and subgroups of the group are also deleted.

Complete the steps in the following procedure to delete a group.

 
* 
NOTE: Only users with administrative rights can add or delete groups and subgroups.
To delete a group
1
On the Groups page, select a group, and then click Delete.
2
In the Confirmation dialog box, click OK.

Editing group information

In the License Portal, you can modify a variety of group settings. Complete the steps in the following procedure to modify identifying information for a group.

 
* 
NOTE: You must have proper permissions in the system to modify or add groups.

Refer to the following topics for more information about modifying other group settings.

•
For information about modifying branding settings for the root group, see the topic, Editing branding settings for the root group.
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For information about adding or modifying company or billing information for a group, see the topic, Adding company and billing information for a group.
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For information about modifying metadata settings to collect additional server information for better insights on core and agent usage for reporting and billing, see the topic, Modifying metadata settings for the root group.
•
For information about modifying license pools or license types for a group, see the topic, Managing licenses.
To edit group information
1
On the Groups page, in the Actions column of the group you want to modify, click the Settings icon. (You can also click Settings in the left navigation area of the License Portal if the group you want to modify is currently selected.)
The Settings dialog box opens, displaying the Group Info tab.
2
Enter the group information as described in the following table.
 
Table 7. Group Information
Field
Description

Group Name

Enter a name for the group. The group name is used to identify the group.

NOTE: This is a required text box.

Owner

Displays the email address of the user who owns this group. This user represents the administrator for the group, who controls user registration and access. This user receives email notifications when users register for an account on a subdomain.

Subdomain

For a root group, if you have proper access, you can enter the subdomain for portal access. The subdomain represents the first part of the URL that directs users to the License Portal.

NOTE: This field only appears for a root group. Also, note that the subdomain should consist of only letters and numbers with no spaces.

Reference ID

You can enter a reference ID to help you identify this group.

Description

Enter a description for the group.

3
You can select the Show in Reports checkbox to ensure the group appears in group-related reports.
4
Click Save.
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