Managing Regions and Sites

Managing Regions and Sites


You can use the Service Orders module to create service orders for your customers. A service order allows partners to add regions and sites for their customers. The site information contains details of the billable configuration to be applied to that site. 


To create a service order

  1. On the dashboard, click Service Orders.
  2. In the Service Orders table, click + Add Service Order.
  3. In the Add Service Order dialogue:
    1. Select a customer account from the list (if the customer account already exists), or 
    2. Create a customer account by entering the customer's name and completing the required details.
  4. Click Create Service Order.

To create a Region and Site

  1. To create a region, click + Add Region on the Service Order page.
    Enter the region name and click Save. 

    Region is a geographical area common to all sites associated with it.

  2. After creating a region in a service order, you can add one or more sites.
    To create a site, click + Add Site.
    Complete the required fields. Refer to the Add Site Form for more details. 

    Site is the location at which the Edge device is physically located.

  3. Click Save to apply the change or Cancel to close the Form.
    Repeat the above steps to create additional regions and sites within the service order. 

To edit a site or region

  1. Under Home/Service Orders, open the required service order by clicking the Order ID.
  2. On the Service Order page, do one of the following:
    • Edit a region: Locate the desired region and click Edit in the Actions column. Update the required information.
    • Edit a site: Expand the desired region, locate the site, and click Edit in the Actions column. Update the required information.
      Refer to the Edit Site Form for more details. 

  3. Click Save to apply the change or Cancel to close the form.
  4. Note
    • If you need to make a change to the billable configuration for a deployed site, such as license speed, you must first remove the site from the deployment queue. To remove a site from the queue, go to the Technical Configuration page and click Remove From Purchase in the Status column. 
    • When a site is in read-only mode, it cannot be edited. See Adaptiv Managed Sites.

To delete a site or region

  1. Open the Service Orders table. 
  2. To edit a site or region, open the required service order by clicking the Order ID.
  3. To delete a region or site, click Delete in the Actions column.
    Note
    • To delete a region, you must delete all the sites created under that region in different service orders.
    • To delete a site, you must first remove it from the purchase. Deleting the site removes it from the network.
    • When a site is in read-only mode, it cannot be deleted. See Adaptiv Managed Sites.

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