Add client
In the "Clients" area, you can also create new clients with the appropriate authorisation. To do this, follow these steps:
- Click the "Add" button.
- Enter the relevant data on the right-hand side in the "Client data" area.
- Enter the Orbit settings below.
- Enter the settings for data transfer below.
- Confirm the entry of the data with the "Save" button.
The client is added to the list of client.
To add more client, repeat steps 1 to 5.
Client data
The individual client data:
Field | Description |
---|---|
Client name | The full client name (for example, "Infront Financial Technology GmbH"). |
E-mail address | The (main) e-mail address of the contact person or the group e-mail address. |
E-mail address (notifications) | If necessary, enter additional e-mail addresses here that are to receive notifications for jobs that have run and also the files attached to e-mails. To add an email address for notifications for the currently selected client:
|
Language | The language selection for language-dependent static data from the database. |
Tenant | The client's Keycloak tenant. |
Country | The country of the client's place of business. |
Data quality EOD | Pull this switch to the right to change to EOD. |
Orbit settings
The Orbit settings in detail:
Field | Description |
---|---|
Orbit user ID | The internal orbit ID. |
Orbit user name | The user name from the Orbit system. |
Orbit user type | The Orbit user type, e.g. "Server". |
Orbit expiry date | The expiry date of the Orbit account. |
Orbit usage type | The orbit use type. |
(The Orbit settings are returned after a new client is created.)
Please note that only the free demo package is activated with the creation and any further content must be ordered via a PBA ticket.
Data transfer
The settings for data transfer in detail:
Field | Description |
---|---|
SFTP server | Use this drop-down list to choose between the following settings for the SFTP server:
|
SFTP status | Checks the accessibility of the SFTP server and displays this as the status "OK" (green) or "Not OK" (red). |
SFTP host | Enter the DNS name or the IP address of the server here. |
SFTP port | Enter the port of the server. |
SFTP directory | [Optional] Enter the base directory on the server. |
SFTP user | If a user name is required for SFTP access, enter it here. |
SFTP password | If a password is required for SFTP access, enter it here. |
SFTP/SSH key (public) | The following steps are required to set up public key authentication (for SSH):
|
Number of days output files are to be kept | Use the arrow keys to determine how many days the output files are to be kept. |
Insert timestamp in file name | Drag this switch to the right to include a timestamp in the file names. |