- play_arrow Introduction
- play_arrow Overview
- play_arrow Access and Manage Paragon Automation Account
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- play_arrow Administration
- play_arrow Introduction
- play_arrow Organization Management
- play_arrow Site Management
- play_arrow User Management
- play_arrow Inventory Management
- play_arrow Audit Logs
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- play_arrow Device Life Cycle Management
- play_arrow Introduction
- play_arrow Day-Wise Activities for Device Life Cycle Management
- play_arrow Field Technician User Interface
- play_arrow Onboarding Profiles
- play_arrow Plan Device Onboarding
- play_arrow View Device Onboarding
- play_arrow Device Management
- Device Management Workflow
- Device Licenses Overview
- About the Features Tab
- About the Licenses Tab
- Manage Device Licenses
- About the Software Images Page
- Upload a Software Image
- Delete a Software Image
- About the Configuration Backups Page
- Configuration Templates Overview
- About the Configuration Templates Page
- Add a Configuration Template
- Edit and Delete a Configuration Template
- Preview a Configuration Template
- Deploy a Configuration Template to a Device
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- play_arrow Observability
- play_arrow Introduction
- play_arrow Troubleshoot Devices
- play_arrow View Network Topology
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- play_arrow Trust and Compliance
- play_arrow Introduction
- play_arrow Manage Trust Settings and Trust Scores
- Compliance Standards Overview
- About the Compliance Benchmarks Page
- About the Compliance Tailorings Page
- Example: Create a Tailoring Document for NTP Settings
- About the Compliance Checklist Page
- Add a Checklist Template
- Add Checklist for a Device
- Import Scans and Update Rule Results in a Checklist
- Trust Plans Overview
- About the Network Score Formula Page
- Trust Score Overview
- About the Network Score Page
- About the Snapshots Page
- Add a Snapshot for a Target
- play_arrow Manage Compliance Scans
- play_arrow Manage Vulnerabilities
- play_arrow Monitor Integrity
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- play_arrow Active Assurance
- play_arrow Introduction
- play_arrow Test Agents
- play_arrow Tests and Monitors
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- play_arrow Paragon Shell CLI Reference
- play_arrow Introduction
- play_arrow Operational Mode Commands
- file copy
- monitor
- request paragon backup
- request paragon cluster pods reset
- request paragon cluster upgrade
- request paragon config
- request paragon deploy
- request paragon deploy cluster
- request paragon destroy cluster
- request paragon fix-permission
- request paragon load
- request paragon repair-node
- request paragon replace-node
- request paragon restore
- request paragon running-config
- request paragon ssh
- request paragon ssh-key
- request paragon storage cleanup
- request paragon super-user password reset
- request system decrypt password
- request system reboot
- show configuration paragon cluster
- show host disk usage
- show paragon backup
- show paragon certificate expiry-date certificate-type
- show paragon cluster
- show paragon cluster details
- show paragon cluster namespaces
- show paragon cluster nodes
- show paragon cluster pods
- show paragon cluster pods namespace healthbot sort
- show paragon images version
- show paragon images version namespace
- show paragon pvc details
- show paragon version
- play_arrow Configuration Mode Commands
- delete paragon cluster
- load set
- set paragon cluster applications
- set paragon cluster common-services ingress
- set paragon cluster install
- set paragon cluster mail-server
- set paragon cluster nodes
- set paragon cluster ntp
- set paragon cluster papi
- set paragon cluster victoria-metrics
- set paragon monitoring
- set system login
- play_arrow Troubleshooting Commands
- Troubleshoot Using the Paragon Shell CLI Commands
- request support information
- request paragon troubleshooting information
- request paragon debug
- request paragon debug get-tsdb-data
- request paragon debug insights-kafka-data
- request paragon debug kafka
- request paragon debug logs
- request paragon debug logs namespace
- request paragon debug postgres
- request paragon debug redis
- play_arrow Service Orchestration
- About the Service Orchestration cMGD CLI
- set foghorn:core org-id
- set service design default version
- show service order status
- show service order as-json
- show service order as-yaml
- show service designs
- show device dependant configuration
- show insights configuration
- show configuration foghorn:customers
- request service project add
- request service orders sync
- request network resources load
- request service order upload
- request service order place
- request service order modify
- request service order delete
- request service order submit
- request service order provision
- request service design install
- request service design uninstall
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ON THIS PAGE
About the Customer Inventory Page
Paragon Automation allows a service provider to create and manage an inventory of their customers. Customer here refers to a user or an organization that utilizes a service from a service provider. The Customer Inventory page lists customers by name, the service instances provisioned for the customer, customer reference number, and description.
After you enter your customer details in the customer inventory, you can reference the customer name from the inventory when you create a service instance.
To access the Customer Inventory page, click Orchestration > Customers on the navigation menu.
Tasks You Can Perform
You can perform the following tasks on the Customer Inventory page:
View customer details—The customer table displays the name, reference number and a description of the customer; see Table 1 for details.
Add a new customer to the customer inventory; see Add a Customer.
Modify or delete customer details from the customer inventory; see Edit and Delete Customers.
- Note:
You cannot delete a customer if you have services provisioned for the customer. You must deprovision services before deleting a customer associated with the service.
View services provisioned for a customer—To see the services instances you have provisioned for a customer, select the customer and click View Instances under the Service Instances header. You are directed to the Service Instances page that displays the service instances that you provisioned for the customer.
Filter the data displayed in the table—Click the filter icon (funnel) and select whether you want to show or hide advanced filters. You can then add or remove filter criteria, save criteria as a filter, apply or clear filters, and so on. The filtered results are displayed on the same page.
Search by using keywords—Click the search icon (magnifying glass), enter the search term in the text box, and press Enter. The search results are displayed on the same page.
Field Descriptions
Table 1 lists the fields on the Customer Inventory page.
Field | Description |
|---|---|
Name | Name of the customer. |
Service Instances | Click the View Instances hyperlink to view the service instances provisioned for the customer. |
Reference Number | Unique number that you (service provider) assign a customer. This number might be internally referenced from the Customer Relationship Management (CRM) system. |
Description | Description about the customer. |
