Welcome > Manage tenants > Create a tenant

Create a tenant

  1. On the Tenant Management System page, click Create.

    The Create Tenant page appears.

  2. Click the General tab.
  3. Enter the following details for your tenant:
    1. A unique name, such as Joe Bloggs.
    2. A description for your tenant, such as Operations Manager.
    3. A user ID to logon to TotalAgility and Workspace, such as JoeB.
    4. A password to logon to TotalAgility and Workspace.
    5. Re-enter the same password.
    6. Database server.
    7. The company name, such as Kofax.
    8. Address of the company.
    9. Contact number.
    10. The email ID to send the URL details of TotalAgility and Workspace.
    11. Country name.

    The number of tenants currently existing for the selected database server is displayed.

  4. Optionally, enter additional information for the tenant in the Notes box.
  5. In the Reporting group,
    1. For Run Daily, specify the time when the ETL agent (extract/transform/load) handles system tasks for the tenant (each 5 minutes) and transforms data from staging to warehouse.

      To improve access to the Warehouse DB for customers, run the transformation during the tenant's off hours, for example, at night.

    2. For Purge Interval, specify how many days the ETL agent waits before deleting field detail data from the data warehouse. (Default: 5)

    When the system executes a task:

    • Reporting data is uploaded to intermediate (staging) database from Azure Queue.

    • If the task is executed in the specified transformation time interval (by default it will be nightly hours), the intermediate database is transformed and uploaded to production database (Data Warehouse).

  6. For Production licenses, enter the following details:
    1. Serial Number.
    2. Product Code.
  7. Click Save.

    A message appears when the tenant is saved.

  8. Click OK.

    The system does the following:

    • Adds the new tenant to the selected database server.

    • Sends an email to the tenant’s email address with login credentials, and links to TotalAgility and Workspace.

    • The Session ID is automatically generated for the new tenant. However, you can also set the session ID manually, for example, if you want to use the same session ID when moving from development to production. Enter a value or copy and paste the value in the Session ID field of the System Settings in TotalAgility (Home >System Settings>Settings>General). The Session ID value must be a GUID.

To access the TotalAgility and Workspace from the tenant’s mail, click the respective URL.