Setup Customer Information

Overview

This function transfers the customer information to the AIS Connect server.

Caution

  • The customer information can only be transferred if the [AIS Connect] function is enabled. Refer to the [Setup AIS Connect Environment] function for details.

  • Check the connection to the AIS Connect server in advance. Refer to the [Test Server Connectivity] function for details. If a communication error occurs and a connection to the AIS Connect server cannot be established, the customer information cannot be sent. If the transfer fails, the customer information is not resent.

  • If a send log request is already performed while transferring the customer information, the customer information is not transferred.

User Privileges

Availability of Executions in the Default Role

Default role Availability of executions
Monitor  
Admin
StorageAdmin  
AccountAdmin  
SecurityAdmin  
Maintainer

Refer to "User Roles and Policies" for details on the policies and roles.

Settings

Location Information

Item Description Setting values

Location Name *

Specify the installation site of the storage system (required).

Up to 20 alphanumeric characters, symbols, and spaces.

Company *

Input the company name that owns the storage system (required).

Up to 60 alphanumeric characters, symbols, and spaces.

Street *

Input the address where the storage system is located (required).

Up to 60 alphanumeric characters, symbols, and spaces.

Postal Code

Input the postal code for the location of the storage system.

Up to 20 alphanumeric characters, symbols, and spaces.

City *

Input the address where the storage system is located (required).

Up to 40 alphanumeric characters, symbols, and spaces.

State *

Input the address where the storage system is located (required).

Up to 40 alphanumeric characters, symbols, and spaces.

Contact Information

Item Description Setting values

Contact Type *

Specify a contact type (required).

Manager

Operator (Default)

Other

Owner

System Administrator

Technician

User

Title

Specify a title for the customer.

Up to 20 alphanumeric characters, symbols, and spaces.

Last Name *

Specify a last name (required).

Up to 40 alphanumeric characters, symbols, and spaces.

First Name

Specify a first name.

Up to 40 alphanumeric characters, symbols, and spaces.

Phone Number *

Input the phone number for the company that owns the storage system (required).

Up to 20 alphanumeric characters, symbols, and spaces.

E-Mail Address *

Input the E-mail address of the system administrator who manages the storage system (required).

Up to 60 alphanumeric characters, symbols, and spaces.

Mobile Phone Number

Input the mobile phone number for the company that owns the storage system.

Up to 20 alphanumeric characters, symbols, and spaces.

Description

Specify the description.

Up to 60 alphanumeric characters, symbols, and spaces.

Operating Procedures

  1. Click [Setup Customer Information] in [Action].

  2. Configure the customer information, and click the [Set] button.

    → A confirmation screen appears.

    Caution

    • An error screen appears in the following conditions:

      • The required items (items with "*") are not specified

      • Wrong values are entered

  3. Click the [OK] button.

    → The customer information is registered.

  4. Click the [Done] button to return to the screen when starting this function in Step 1.