webMethods and Intelligent Business Operations 10.2 | CentraSite User's Guide | Organization Management | Managing Organizations through CentraSite Business UI | Adding Organization
 
Adding Organization
Pre-requisites:
To create a new organization, you must have the Manage Organizations permission in CentraSite.
*To create a top-level organization, you must have the Manage Organizations permission at the system level.
*To create a child organization, you must have the Manage Organizations permission on the organization's parent (or other antecedent).
By default, CentraSite contains the Default Organization. You use the Organizations activity to create other top-level organizations (that is, organizations that are siblings of the Default Organization).
When you add a new organization to CentraSite, CentraSite creates the new organization in the registry and populates the organization with a set of default objects (roles, users, policies, a folder in the supporting document library, and so on).
* To add an organization
1. In the CentraSite Business UI activity bar, click Organizations.
This displays a list of defined organizations. Also, the actions bar displays a set of actions that are available for working with organizations.
2. Click Add Organization.
3. Provide the required information for each of the displayed data fields. To access a data field, click on the link for the field.
In this field...
Do the following...
Name
Type a name for the new organization. An organization name can contain any character (including spaces).
Note: An organization name does not need to be unique within the CentraSite registry. However, to reduce ambiguity, you should avoid giving the same name to multiple organizations.
Description
Optional. Type a description for the new organization. This description appears when a user displays the list of organizations on the CentraSite Business UI.
Administrator(s)
Assign an administrator for this organization.
Each organization requires at least one administrator. The administrator receives all permissions required to perform any administrator-level operation on the organization. As you type characters in this field, the dialog displays all known users whose user ID begins with the characters you have provided. If your user repository is based on LDAP, the search additionally looks for any user that has an LDAP attribute value that matches the characters you type.
You can use wildcards in this field. For example *abc finds users with user IDs such as org1abc or department52abc, or users with LDAP attributes that have these values. The wildcard * represents any number of characters; the wildcard % represents any single character.
The list of user IDs returned displays users who are already registered in the organization, as well as users in the user repository who are not yet registered as users in CentraSite. If you select one of the unregistered users, this user becomes a registered user in the organization and is assigned to be an administrator of the organization.
You can define more than one administrator for the organization. Click + beside the field labeled Administrator(s) to add additional administrators.
Web Page
Optional. Type the website URL of the organization.
Address
Optional. Provide the address information for the primary location of this organization.
Contact Information
Provide the contact information for the primary contact of this organization.
a. Enable the Select Administrator as Primary Contact option if you want the individual specified in the Administrator field to serve as the organization's primary contact.
—OR—
Click Pick Existing or Create New to select a user from CentraSite's user database or from an external directory, respectively.
b. Provide the phone and fax numbers for the primary contact. You can provide multiple phone and fax numbers.
4. Click Save.
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