Product Documentation

Configure locations using the graphical interface

Jun 05, 2015
Updated: 2013-03-05

Configuring the primary location initializes the control panel, specifies service provider details, and provisions the first administrator. Configure the primary location once per deployment.

When configuring the primary location, consider the following items:
  • Run all configuration steps as a domain administrator.
  • Ensure user account settings conform to any domain policies, such as minimum password complexity, and are valid.
  • Ensure the required firewall ports are configured for each server in the deployment.

To configure the primary location

This task assumes the Services Manager installer is running and the Deploy Server Roles & Primary Location page is displayed.

  1. On the Deploy Server Roles & Primary Location page, select Configure Primary Location..
  2. On the Load Deployment Configuration File page, browse to the XML file you created when creating the system databases. Click Next.
  3. On the Specify Location Details page, enter the following information and then click Next:
    • Under Location Settings, enter the name and description for the primary location.
    • Under Customers' Organizational Unit, enter the OU name and the display name for the top level customer OU. The default OU name is Customers and the default display name is Customers OU.
  4. On the Enter Service Provider Details page, enter the following information and then click Next:
    • In Display Name, enter the service provider's name. The default name is Service Provider.
    • In Short Name, enter an abbreviation of the display name. By default, a three-letter abbreviation is supplied automatically when you enter the display name.
    • In UPN Suffixes, enter one or more UPN suffixes to associate with your organization in Active Directory. This enables you to assign customer or user-specific UPN logons. The default UPN suffix is csp.local.
    • In Contact name and Contact email, enter the name and email address of the primary contact for the location.
  5. On the Create First Administrator page, enter the full name and logon credentials for the top-level administrator user for the location. Click Next.
  6. On the Summary page, review the location settings and administrator information you specified. If you want to change anything, return to the appropriate page. When the summary contains the settings you want, click Commit.

To configure a remote location

Perform this task to associate a new, separate location with an existing Services Manager instance. For more information about remote locations, see Plan for deploying the Services Manager platform.

  1. From the installation media, double-click Setup.exe and then click Get Started.
  2. On the Select Deployment Task page, select Add Services & Locations.
  3. On the Add Services & Locations page, select Add Remote Location..
  4. On the Configure Remote Location page, select Configure Location.
  5. On the Load Deployment Configuration File page, browse to the XML file you created when creating the system databases for the primary location. Click Next.
  6. On the Specify Location Name Details page, enter the following information and then click Next:
    • Under Location Settings, enter the name and description for the remote location.
    • Under Customers' Organizational Unit, enter the OU name and the display name for the top level customer OU. The default OU name is Customers and the default display name is Customers OU.
  7. On the Summary page, review the location settings you specified. If you want to change anything, return to the appropriate page. When the summary contains the settings you want, click Commit.