Set up Sub-Tenants

A (sub) Tenant key↑ is automatically generated when setting up a Sub-Tenant↑. The key can be used on specific 'Climatix IC Workflows'.

NOTICE

notice

We recommend always using the Main-Tenant key↑ as the Distributor↑ on the controller.

Conceptually, a Sub-Tenant is an independently administered area. Create a Sub-Tenant Administrator↑ there.

The following outlines the standard procedure and a variant. "Additional information" includes section references on settings that are not outlined here in detail.

Standard workflow

  1. You are logged on as the Main-Tenant Administrator on Climatix IC↑.
  1. Go to "Administration > Tenants↑".
  2. Click "Create new tenant".
  3. Assign a name and description of the Sub-Tenant in the "Basic Data" area.
    • Edit the description of the Sub-Tenant as required.
  4. Select "Active" to display the Sub-Tenant in the tenant selection of the portal navigation ribbon.
  5. Confirm the entries with "Save".
  1. The Sub-Tenant is set up. A "tenant key↑ (distributor↑)" is automatically created.

Variants: Create a Sub-Tenant from a Main-Tenant template

As a rule, the settings, roles↑, and applications for a Main-Tenant also largely work for the Sub-Tenants↑. The aforementioned data can be exported from the Main-Tenant↑ and imported to the Sub-Tenant during set up.

  1. You are logged on as the Main-Tenant Administrator on Climatix IC.
  1. Go to "Administration > Tenants".
  2. Displays the overview with Main-Tenant and all Sub-Tenants.
  3. Select the Main-Tenant.
  4. Click "Export template".
  5. The data is packed in a zip archive.
  6. Select "Save file" and save the zip archive to a suitable location.
    Never unzip the zip archive.
  7. Go to "Administration > Tenants".
  8. Click "Create from template".
  9. Assign a name and description of the Sub-Tenant in the "Basic Data" area.
  10. Select "Active" to display the Sub-Tenant in the tenant selection of the portal navigation ribbon.
  11. Click "Browse…" and go to the location of the zip archive.
  12. Select the zip archive.
  13. Confirm the entries and selection with "Save".
  1. The Sub-Tenant is set up. The same basic settings, roles↑, and application sets as the Main-Tenant are available.
info

You can also export and import templates from Sub-Tenant to Sub-Tenant. So that similar Sub-Tenants can be set up quickly.

Additional information