Citrix SD-WAN Orchestrator Onboarding

Here is an overview of the Citrix SD-WAN Orchestrator onboarding process:

Onboarding provider and tenants

This section describes the onboarding process for Citrix partners and their tenants. Here is a summary of the onboarding process:

  1. A prospective partner sign up as a Citrix Partner.
  2. Citrix Partner registers as a Citrix SD-WAN Reseller.
  3. Partner on boards Customers using one of the following two options:
  4. Partner and customers can now access their SD-WAN Orchestrator accounts.

Partner signs up for a Citrix partnership program

A prospective partner would need to sign up for the Citrix Service Provider Program (CSP) - CSP sign-up. A partner can also sign up for the Citrix SD-WAN Managed Service Provider Program, which has been specially crafted for Citrix SD-WAN partners - SD-WAN MSP Sign Up.

Partner program

A Citrix Cloud (CC) account is created for the partner as part of the registration process. For more information, see Signing Up for Citrix Cloud.

Partner registers as a Citrix SD-WAN reseller

Partner logs into the Citrix Cloud account.

Partner registration

A menu of all the available services offered on Citrix Cloud is displayed on the home page. The SD-WAN Orchestrator tile can be found in the Available Services section. The partner clicks Resell SD-WAN on the tile to register themselves as a Citrix SD-WAN reseller or service provider.

Resell SD-WAN

Account provisioned

Partner can now access SD-WAN Orchestrator. The SD-WAN Orchestrator tile now shows up under My Services. Click Manage to access the SD-WAN Orchestrator Provider Dashboard.

Manage Services

At this point, there are no SD-WAN customers. The partner navigates back to the Citrix Cloud home page to onboard customers.

Citrix Cloud home page

Partner on-boards customers using one of the following two options:

Partner adds a customer who is new to Citrix Cloud

  1. On the Citrix Cloud home page, click View Details under the Customers icon or click My Customers from the hamburger menu.

    Add customer

    Add customer

  2. Click Invite or Add.

    Add customer

  3. Select Add a customer and click Continue.

    Add customer

  4. Enter the admin and customer details and click Finish.

    Admin and customer details

    Note

    The company name and email-id used should be associated with only one Citrix Cloud account.

    The added customers are visible in the Customer Dashboard.

    Customer dashboard

  5. Partner links their SD-WAN account with the customer SD-WAN account

    In the partner’s Customer Dashboard, the partner selects the customer and clicks Link Customer’s SD-WAN Account.

    Link customer’s SD-WAN account

  6. Partner requests for SD-WAN Orchestrator trial on behalf of the customer.

    In the Citrix Cloud dashboard, the partner selects the Change Customer option and selects the appropriate customer.

    Change customer

    Select customer

    The partner navigates to the customer’s Citrix Cloud home page, and clicks the SD-WAN Orchestrator Request Trial button.

    Request trial

    The customer’s SD-WAN Orchestrator account gets provisioned.

    Account provisioned

    Account provisioned

    The partner can now manage the customer’s SD-WAN Orchestrator account after switching back to their account using Change customer option again.

    Partner’s dashboard on the Orchestrator now reflects the new customers added. Partner can click the customer tile to drill down into the customer’s network and manage it.

    Partner's dashboard

Partner invites an existing Citrix Cloud customer

  1. On the Citrix Cloud home page, click View Details under the Customers icon or click My Customers from the hamburger menu.

    My customers

    My customers

  2. Click Invite or Add.

    Invite or Add

  3. Select Invite a Citrix Cloud customer and click Continue.

    Invite a Citrix Cloud customer

  4. Copy the link and share it with the customer.

    Copy link

  5. The customer clicks the link received and is redirected to the Citrix Cloud login page.

    Citrix Cloud login page

  6. Customer logs in and accepts the partner’s request to manage their Citrix Cloud account and services.

    Accepts the partner’s request

    The partnership between the partner and the customer is established.

    Partnership established

    The customer details show up in the partner’s customer dashboard.

    Partner’s customer dashboard

  7. Partner links their SD-WAN account with the customer SD-WAN account

    In the partner’s Customer Dashboard, the partner selects the customer and clicks Link Customer’s SD-WAN Account.

    Link customer’s SD-WAN account

  8. Customer requests for SD-WAN Orchestrator trial

    Once the partner links the Customer’s SD-WAN Orchestrator account to their own, the partner or the customer navigates to the customer’s Citrix Cloud home page, and clicks the SD-WAN Orchestrator Request Trial button.

    Request trial

    The customer’s SD-WAN Orchestrator account gets provisioned. The partner can now manage the customer’s SD-WAN Orchestrator account from within their own account.

    Account provisioning

    Account provisioned

    The SD-WAN Orchestrator option is displayed in the customer’s list of the Citrix Cloud services. Clicking it redirects the admin to the customer’s SD-WAN Orchestrator account.

    Partner’s dashboard on the Orchestrator now reflects the new customers added. Partner can click the customer tile to drill down into the customer’s network and manage it.

    Partner’s dashboard

Note

Customers can also choose to add multiple administrators from partner organizations to manage their Orchestrator account. For more information, see Add administrators to a Citrix Cloud account

Customer accesses SD-WAN Orchestrator

At this point, the SD-WAN Orchestrator tile also shows up on the customer’s Citrix Cloud home page, under My Services, click Manage.

Manage

The customer can now access their SD-WAN Orchestrator Network Dashboard. That completes the onboarding process.

Network dashboard

Onboarding DIY Enterprise Customers

This section describes the process to onboard DIY enterprise customers and the procedure to invite administrators to manage their SD-WAN network.

Onboarding DIY customers

  1. Customer logs into Citrix Cloud account.

    Citrix Cloud account

    A menu of all the available services offered on Citrix Cloud is displayed on the home page. The SD-WAN Orchestrator tile can be found in the Available Services section.

    Note

    Ensure that you sign up for Citrix Cloud using only one official account. The company name and email-id used should be associated with only one Citrix Cloud account.

  2. The customer clicks Request Trial.

    Request Trial

    The customer’s SD-WAN account gets provisioned.

    Account provisioned

  3. The SD-WAN Orchestrator tile now shows up under My Services. Click Manage.

    Manage

    The customer can now access their SD-WAN Orchestrator Network Dashboard. That completes the onboarding process.

    Network Dashboard

Adding Administrators

An enterprise customer can invite an administrator to manage their SD-WAN network.

  1. Log into Citrix Cloud and navigate to Identity and Access Management.

    Identity and Access Management

  2. Enter the new administrator email id and click Invite.

    Invite

  3. Select Full access and click Send Invite.

    Send Invite

    The administrator details are displayed.

    Administrator details

    Once the administrator accepts the request, the status changes to Active.

    Active

Citrix SD-WAN Orchestrator Onboarding