Configure organizations
This topic describes the following sections:
- About organizations
- Select the Default site
- View the Organizations page
- Add a new organization
- Change the name of an organization
- Delete an organization
About organizations
In Phoenix, an organization is an access-based control mechanism to configure the servers for backup and restore. Organizations create a logical partitioning of the entities, such as servers, backup policies, and so on. Whereas, organizations share the storage, cloud administrators, and customer license. Based on the requirements, you can create one or more organizations or perform backup and restore using the default site provided by Phoenix.
Select the Default Organization
- Log in to the Phoenix Management Console.
- On the menu bar, click All Organizations and select Default Organization from the drop-down list.
View the Organizations page
The Organizations page provides the details of all the organizations configured in the environment. The details also include the backup status of the File servers, MS-SQL servers, virtual machines, databases, and NAS devices configured for each organization.
Procedure
- Log in to the Phoenix Management Console.
- On the menu bar, select All Organizations from the drop-down list.
- On the menu bar, click Organizations.
The Organizations page displays. The following table lists the fields displayed on the Organizations page.
Field | Description |
Organization Name |
The name of the organization. Click the organization name to display the dashboard of that organization. |
Description | A short description of the organization. |
# Admins |
The number of administrators created for each organization. Click the integer to display the Manage Administrators page that lists organization administrators and group administrators. |
Workload | The configured servers and virtual machines for each organization. The virtual machines are further group according to the registered vCenter/ESXi. |
# Configured |
The number of physical and virtual servers configured for backup for each organization. Click the integer to view the corresponding configured server details. |
Latest Backup Status |
For each server, the following columns display the backup status:
Click the integer to list the filtered view of the configured servers or virtual machines for that particular organization. For example, for a File server, if you click the number under Last Backup Successful |
Add a new organization
If you are a cloud or a cloud-derived administrator, you can create a new organization to manage your servers. An organization or organization-derived administrator is created using the All Organizations menu option.
Prerequisites
- Only Enterprise and Elite customers can create new organizations.
- Only a cloud administrator can add new organizations.
Procedure
- Log in to the Phoenix Management Console.
- On the menu bar, select All Organizations from the drop-down list.
- On the menu bar, click Organizations.
- Click Add New Organization and provide the following details:
Field Description Organization Name The unique name of the organization. Description The description of the organization. The Description field is an optional field. - Click Ok.
Change the name of an organization
If you are a DCP or cloud-derived administrator, you can edit the name of an organization.
Procedure
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Log in to the Phoenix Management Console.
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On the menu bar, select All Organizations from the drop-down list.
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On the menu bar, click Organizations.
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Select the radio button corresponding to the Organization you want to rename.
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Click on the Edit button.
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Enter the new name and click Save.
Delete an organization
If you are a cloud or a cloud-derived administrator, you can delete an organization. Before deleting an organization, ensure that you select the correct organization name.
You must delete backup sets, backup policies, resources, and the administrator groups associated with the organization before deleting an organization. Failing to do so, you will encounter errors.
Procedure
- Log in to the Phoenix Management Console.
- On the menu bar, select All Organizations from the drop-down list.
- On the menu bar, click Organizations.
- Select the organization you want to delete.
- Click Delete.
- Click Yes to confirm the deletion.