Creating a new cloud tenant

1. Navigate to Administration > Environment > Tenants.

2. Click Actions () in the page header and then select Create cloud tenant. A dialog appears.

3. Enter the following Customer information:

   • Tenant type. From the dropdown menu, select the tenant type. This action triggers a validation to determine whether the selected tenant type matches the existing database record.

     The available tenant types support the following customer number formats.

     	None	Salesforce ID	Oracle Number	Description
     Sandbox, Sanity Test, Stage, Test			✓	Available for customer testing and validation before moving to production. Requires a valid Oracle Number (format: NNNNNN).
     Pilot		✓	✓	Used for a limited period of time for users to become familiar with the system.
     Production			✓	Used for a production environment. Requires a valid Oracle Number.
     Itron Internal	✓			Used for demonstration purposes only (if available).

     Important! If you select a Tenant type that differs from the tenant type in the database record for this customer, the upcoming steps in the tenant wizard will synchronize data for this tenant, and the system will import all Outcomes, Licenses, and Applications associated with the Customer number. However, if you select the Tenant type that matches the current database record, the wizard provides a link to this tenant's existing Properties, where you can modify the properties directly. See also Editing a tenant.

   • Customer ID type. From the dropdown menu, select Oracle Number or Salesforce Opportunity Number.

   • Customer number. Type the tenant's Oracle Number or Salesforce Opportunity Number. For Test and Production tenant types, a valid Oracle Number is required (format: NNNNNN) and is validated against the Oracle database. For Pilot tenant types, a Salesforce Opportunity Number is allowed (format: NN / NNNNN) and is validated by format only. Unvalidated values are rejected.

     Note: For pilot tenant types, the Customer number can be changed from a Salesforce Opportunity Number to an Oracle Number when it becomes available.

   • Customer name. This field automatically populates if the Customer number is validated.

     Important! If the entered Customer number is not validated, you can manually enter the Customer name. In this case, the customer is considered a new tenant, and a Tenant type of Itron Internal is automatically selected. Upon completion of the tenant wizard, the customer information is added to the database. Changes to the tenant properties can be made later.

4. Click Next. Check the following Properties fields:

   • Short name. A unique identifier of up to 15 characters. This value is automatically derived from the Customer number and selected Tenant type in the previous step and can be modified. You can also choose to manually enter a unique short name.
   • Name. The name of the tenant. This value is automatically populated based on the Customer name and selected Tenant type.
   • Description. (Optional) A short description (may include an identification number).

   Click Next.

5. Enter the following Authentication information:

   • Hosting domain. From the dropdown menu, select an Itron-hosted domain or select None to federate an internal domain for this tenant.
   • Domains. Federated domain(s) intended to be used by the customer.
   • Peer domains. First- or third-party domains that do not belong to the customer (for example, itron.com).
   • External AAD tenant ID(s). Fills automatically based on Peer domains selection.

   Click Next.

6. Under Subscriptions, select and configure outcome licenses:

   1. Select an available option from the License dropdown.

      

      To narrow your License options, click Outcome family filter and select an outcome family available for the current environment. The License list now displays options within the selected outcome family only.

   2. Click Add. The selected license and its item number display in the selection box below.

      

      Tip: Make a note of the license item number (for example, 3000-00184). If needed, you can quickly access this selection again by entering all or part of the item number in the Item # filter field to narrow the dropdown selections accordingly.

   3. Click the expand icon () to view license's subscription information. By default, Perpetual is selected.

      

      Note: By default, licenses are set as Perpetual with the active period starting dates of the current day at 12:00 AM.

   4. To enable a subscription with an expiration date, deselect the Perpetual check box. To edit the subscription date range, click Active from date or Expires at to reveal a calendar. Select different dates for either field if needed.

      

   5. (Optional) To add another license to the selection box, repeat these steps.

      To remove a selected license, hover over the item row in the selection box and click the trash icon.

      

   6. Click Next.

7. For the tenant Administrator step, select a Domain from the dropdown menu.

   • If you select a hosted domain option, the domain is already established. Enter a unique Username.

   • If you select a primary or peer domain, enter a Username that already exists in the selected external domain.

     Important! If the username does not already exist in the selected domain, you can create it here, but it won't be validated at this time. Be sure to add this exact username to the domain's Active Directory later (after completing this task).

   Click Next.

8. On the Configuration step, expand the panels to view the settings for each selected outcome and to select additional configuration settings if needed. Under General Settings, you can change the Time Zone (UTC format) from the dropdown.

   

   Click Review.

9. On the Review step, check the tenant information and all of your selections.

   Note: For a hosted domain, a new admin user account is created. Make sure that the Administrator field contains the correct user information prior to clicking Create.

   To make changes, click Back to navigate to previous steps.

   

   Tip: You can collapse any section by clicking its collapse icon (). Click the expand icon () to restore a collapsed section.

   When ready to proceed, click Create.

10. The Creating new tenant screen displays the tenant-creation process in real time. When it has finished, click Continue.

    

11. In the Tenant creation summary dialog, click the copy icon (). The tenant information, the tenant administrator's information, and all client information and secrets are copied to your clipboard. Paste this information immediately to a text file and save in a secure location. Alternatively, click the download icon () to retrieve and save this information as a CSV file (saved to your browser's default download folder).

    Important! These credentials are essential for the administrator and will not be provided again. Be sure to copy this summary immediately and save it.

    

12. Click Close to exit the tenant creation wizard and continue managing or creating tenants, or click Go to tenant to navigate directly to the newly created tenant; select the Licensing tab to confirm your licensing selections.