Clients

Clients are the largest organizational units in an Automic Automation system. They define self-contained environments that you can configure to depict your business as best suits you. Multiple Clients share the same Automation Engine instance (Automic Automation's backend) on the same hardware, but do not access the same data.Clients are uniquely identified by a four-digit number between 0000 and 9999. When you log in, you must log into a specific Client.

This page includes the following:

There are two types of Clients, Client 0 and production Clients

Client 0 (System Client)

A fresh Automic Automation installation already contains a Client, namely Client 0 (also called Client 0000 or system Client). This is the administrative Client. The list of Clients in Client 0 is different to the list in the other Clients; in Client 0, this list contains all the other Clients available in the system.

To log in to Client 0 for the first time you use the default UC/UC User (password UC) that is available by default after installing the system. Change this password immediately after your first login.

These are some of the tasks that Client 0 administrators perform in or from Client 0:

• Create Users and User Groups

• Create and maintain Clients

• Move Users to Clients

• Configure system-wide settings (login information, Calendars, variables, create and maintain Users, User groups, and so on)

• And many more

Some of the internal objects available in Client 0 objects can be overwritten when you update your system to a newer version and are, therefore, no longer available afterward.

Numbered Non-system Clients

All Clients other than Client 0 are referred to simply as Clients. They are numbered from 0001 to 9999. If you have the required authorizations, you can change some Client settings locally (in the Client itself). However, you can change a numbered non-system Client's number only from Client 0.

Some of the objects that are supplied by Client 0 can be overridden by objects of the same name from a numbered non-system Client. This means that you can define Client-specific settings that differ from the the Client 0 settings.

One common way to configure your Clients is creating one per operational area, department, etc. For example:

• Client 1 for DEVELOPMENT, containing all developer Users are and the folders and objects they will have to work with.

• Client 2 for HR OPERATIONS with all HR Users as well as their folders and objects.

• Client 3 for FINANCE OPERATIONS

  And so on.

Another possibility would be to create one Client per customer, or per type of customer.

No matter how you decide to set up your Clients, bear in mind that Users within a Client can open and work with all the folders and objects in that Client unless you define and manage their authorizations and privileges.

Example: For an example of how to use Clients, read Example: Creating a Basic Client/User Landscape, a Use Case where we describe how to set up a system with Client 0 and other two Clients, how to create User Groups and Users in Client 0 and assign them the rights they will need and how to move Users from Client 0 to the Client on which they will work.

Tip: You may need to work with many objects, lists and monitors simultaneously. To make your work easier, you can open them in different browser windows and arrange them side by side on your screen. For more information about this and other useful functions, see Opening and Arranging Multiple Views.

The list of Clients in Client 0 is different to the list in the other Clients; in Client 0, this list contains all the other Clients available in the system. The list displays the following columns by default:

• Client and Title as defined when you created the Client.

• TimeZone, that is, the Time Zone object that is assigned the Client and that determines the time that will be applied to all the operations performed in the Client.

• Active, whether the Client is currently active or not or if it is being deleted. Active means that it is available for automatic processing.

• Number of objects that are available in the Client.

• Number of activities, that is, tasks that are being executed at this point in time.

• MIB Monitor, that is, whether the Client is subject to SNMP monitoring or not.

• MIB Info of the Client.

The following columns are also available and you can display them by clicking the arrow in the list header and selecting the corresponding column name:

• Number of active users

• Priority as specified in the CLIENT_PRIORITY key in the UC_CLIENT_SETTINGS variable, see CLIENT_PRIORITY . This determines how the system will prioritize the Client for internal processing.

• Task Priority as specified in the TASK_PRIORITY key in the UC_CLIENT_SETTINGS variable, see TASK_PRIORITY. This determines how the system will prioritize the tasks in this Client.

• ID of the Client in the system.

For more information, see Main Page Tables.

Do the following to add more Clients to your system:

1. In the list of Clients in Client 0, do one of the following:

   • Click Add Client in the toolbar.

   • Right-click anywhere in the list and select Add Client.

2. On the Add Client dialog specify the following:

   • The Client ID, which is a number between 0001 and 9999.

   • A Title that helps you identify the purpose of the Client.

3. Click Add Client.

• Defining Clients

• Monitoring the Client History

• User Management: Defining and Managing the Authorization System

• Example: Creating a Basic Client/User Landscape

• Example: Working with Multiple Connections

• UC_CLIENT_SETTINGS - Various Client Settings

• Working with Clients

• Archiving Operational Data