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Introduction

Host users logged in are enabled able to manage organizations as instances for tenant management and to manage packages. The packages are sets of data storage limits that can be applied to tenants. To each tenant, exactly one package is assigned that defines the maximum number of documents and the maximum amount of storage. The selection of the package is up to the organization managing the tenant.

Dashboard

Header Area

In the header area, you will find the yuuvis® bar with icons for the most frequently used features, such as the yuuvis® icon on the left, and the settings menu icon on the right. Click the icons to go to the corresponding linked areas.

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On the bottom left, the name of your organization is displayed.

Middle Area

The middle of the dashboard is where In the middle area, you will find the number of managed organizations and the number of Packages, each of them displayed in a large figure with a button next to it.

Click Create new organization to open a form asking for the Name and Abbreviation for of a new organization. Click Save in order to create the organization.

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Furthermore in the middle area, you can click Download to export the Metrics for all organizations.   A file in CSV format will be downloaded containing the following information on all tenants of all organizations:

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Open the settings menu via the settings menu icon and Account. The Account view of the menu will be displayed. Switch to the members view by clicking the Members tab below below the yuuvis® bar.

Account view

Set the Language for your sessions in yuuvis® management console. You can choose select German or English.

The Edit organization area contains a brief overview about of the selected organization. In the displayed form, you will find the organization Name that which can be modified, but and the Abbreviation cannot which cannot be modified since it is used internally as a unique identification of the organization. Changes can be applied via Save. 

In the User profile area, you can change your user-specific data.

Members

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View

An overview of the organization members is provided in the area  Members area. They can log in for to the organization view of yuuvis® management console and maintain manage their organization with their assigned tenants.

Delete a user by clicking the trash symbol icon in the corresponding line.

The area Invitation displays area displays invitation processes. The invitations were sent to the specified e-mail on the specified date (Invited on). The invitees will be members of the organization as soon as they followed the registration link in their invitation e-mail and set up their login. This has to be done before the Expiration date. If the Status of an invitation is open, the invitation was has already been sent to the specified e-mail address at the specified date but the invitee did has not registered yet register. If the Status is accepted, the invitee is registered and appears also in the Members area.

Click New invitation to create a new invitation. In the opened form, you have to enter a valid e-mail address of the person you want to invite. You may optionally set an Expiration date after which the initial registration of the invitee is not possible anymore. Select the language for the invitation e-mail from the Language catalog. Click Send to invite the new member.

Delete an invitation process by clicking the trash icon in the corresponding line. An After deletion, an initial registration is not no longer possible anymore for an invitee with open invitation Status.

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The tiles are indicated by the package name and abbreviation. The limits for the number of objects and amount of storage are displayed as well as the number of Tenants who use this package. A click on the last mentioned figure opens a list of all tenants using the package.

Edit the properties of a package by clicking the pencil symbolicon. The checkbox deprecated excludes deprecated checkboxexcludes the package from possible selectionsselection. Thus, the package cannot can no be chosen by assigned to tenants anymore.

Delete a package by clicking the trash icon on the corresponding tile. If the package is still used by one or more tenants, it cannot be deleted. Tick the checkbox deprecated instead checkbox instead.

Organization Management View

Below the header area, the name of the organization you want to manage is displayed. The button Delete organization on button on the right deletes the organization, but only if it does not contain tenants.

Edit Organization Area

The area  Edit organization area contains a brief overview about of the selected organization. In the displayed form, you will find the organization Name that which can be modified, but and the Abbreviation cannot which cannot be modified since it is used internally as a unique identification of the organization. Changes can be applied via Save.

Tenants Area

In the area  Tenants area, a list of all tenants of the organization is displayed, indicated by their names, IDs and packages. For each tenant, the buttons  Metrics and transfer are buttons are available.

Via Metrics, the current status of resources used by the tenant can be displayed: the Number of objects that were created by users of the tenant, and Disk space used for storing those objects. The maximum for both figures is defined by the assigned package.

A tenant can be moved to a different organization via transfer. In the dialog, choose select an existing target organization from the New organization catalog new organization.

Via Import existing tenant, a tenant without an organization can be associated with the current organization. Tenants without an organization can be created and configured in the backend. Specify the corresponding Keycloak Realm Namerealm name of the tenant you want to add to the current organization. Choose Select the Package you want to apply to the tenant. Start the import via Import tenant.

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An overview of the organization members is provided in the area  Members area. They can log in for to the organization view of yuuvis® management console and maintain manage their organization with their assigned tenants.

Invitation Area

The area Invitation displays area displays invitation processes. The invitations were sent to the specified e-mail on the specified date (Invited on). The invitees will be members of the organization as soon as they followed the registration link in their invitation e-mail and set up their login. This has to be done before the Expiration date. If the Status of an invitation is open, the invitation was has already been sent to the specified e-mail address at the specified date but the invitee did hast not registered yet register. If the Status is accepted, the invitee is registered and appears also in the Members area.

Click New invitation to create a new invitation. In the opened form, you have to enter a valid e-mail address of the person you want to invite. You may optionally set an Expiration date after which the initial registration of the invitee is not possible anymore. Select the language for the invitation e-mail from the Language catalog. Click Send to invite the new member.

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yuuvis® management console enables host users to manage organizations via a graphical user interface. Packages defining a tenant's resources resource limits can be customized and provided for the organizations that can assign them to their tenants. The consumption of resources by the individual tenants can be observed monitored via metrics.

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