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Activating an Instance

1,753 bytes added, 19:46, 13 December 2016
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If your [[Instance|instance]] is designated as a '''partner instance''' you have the ability to create and manage free standing instances "under" your own.
* The only way of moving data between [[Instance|instances]] is by configuring '''Object Synchronisation''' or '''UTA Exchange'''.
* You can, however, see the names of people logging into these [[Instance|instances]] through '''Usage Statistics''' reports, but for anything else you would have to log into the [[Instance|instance]].
 
 
===New Activation===
Use the following steps to activate an [[Instance|instance]]:
2. Click the '''Licensing''' tab.
[[Image:Licensing.png|500px400px]]
3. Click the '''New Activation''' tab.
[[Image:Inst1.png|800px]]
There are multiple [[Template|template]] The cloning options, but the most suitable may beinclude:
* '''Blank Instance''' - Just an empty [[Instance|instance]].
* '''Current Instance''' - Clone your [[Instance|instance]] into Create a new copy using the new current [[Instance|instance]]. Most structure structures will be cloned (some items such as list views in the [[UTA]] will not get cloned).
If a user has appropriate permissions then they will also have options to determine where the new Instance should reside: *'''Create under Root instance''': the new instance will be created under the Root instance, if different from the current instance.  *'''Create as Child Instance under Current instance''': the new instance will be created under the current instance, if different from the root instance. If a user does not have appropriate permissions then the new instance will be created under the current instance.   4. Set the '''Instance Name''' and '''Address''' details for the new [[Instance|instance]].
5. Set the details of the [[Administrator]] (the email will be sent to the email address designated).
If you clone the blank [[Template|template]], the first thing to do when you log in is set the colour settings as there is no initial formatting. You can use [[Global Settings]], '''Colours and Fonts''', '''Reset Visual Settings''' to apply the "standard" [[SmartSimple]] colours.
 
 
===Activation Email===
 
When an instance is activated an email will be sent to the email address found within the Administrator details section.
 
The content of this email can be configured using the Activation Email tab.
 
[[Image:Inst2.png|800px]]
 
Users can click on the Default Email link if they wish to use the standard message, or can customize the Subject and Body as they wish.
 
Once complete then they click Save at the bottom of the page.
 
 
===View Instances===
 
Lists all instances cloned from the current instance.
 
[[Image:Inst3.png|800px]]
 
 
===Instance Hierarchy===
 
Displays all instances related to current instance in hierarchical form.
 
If the current instance is cloned from another instance then these will appear before the current instance in the hierarchy.
 
Any instances cloned from the Current instace will appear after the current instance in the hierarchy.
 
[[Image:Inst4.png|800px]]
 
 
===Licenses===
 
Displays details about the [[License Definition|licensed]] users on the system.
 
[[Image:Inst5.png|800px]]
 
 
===Instance Summary===
 
Lists details about the [[License Definition|licenses]] and costs associated with the current instances, and any instances that sit under it.
 
[[Image:Inst6.png|800px]]
 
[[Category:System Management]]
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