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# Setting up Avantra

Avantra is consistently designed to keep configuration work at a minimum, but there are obviously a few items that need to be adapted to your environment. These comprise the definition of Customers, the monitored SAP Systems, Servers, and standalone Databases.

The basic setup of Avantra is performed using Avantra WebUI. This section is intended to familiarize you with the application. You will use the account created during the Avantra installation; it will provide access to Avantra WebUI and should suffice to proceed with this chapter. If you want to create other user accounts you may want to have a look at Managing Users.

## Customer overview​

Whether using Avantra as a single-tenant installation or multi-tenant, the customer setup is an important part of your Avantra installation. Avantra has been developed since the start from a Service Provider's perspective and is at the core of all functions.

A customer makes a lot of sense for a service provider where there are literally different customers configured in the system and it's a logical separation of monitored objects, for single enterprises this can still be a very useful concept especially if you are dealing with different business units or entities that require logical separation.

Customers “own” the Systems contained within them. In other words, Systems are grouped by Customers within Avantra, where by default no representative of Customer A has the permission to access any data of Customer B. Similarly, other Managed Objects are “owned” by Customers.

Customers may be arranged hierarchically in order to allow inheritance of Permissions. On top of this hierarchy, there is a so-called root customer which cannot be modified and cannot own Systems, but which can be used to assign Permissions to. In other words, users who have permissions on a top customer get the same permissions also on all contained sub-customers. For example, this can be very useful for international organizations, where systems are grouped into different geographical locations.

### Defining customers​

Perform the following steps to define a Customer.

1. Click Administration > Customers from the menu.
2. Click New.
3. Fill in the Customer's Name and click Create. The Customer is created and its data is shown in a new frame.
4. Other fields are optional. You can add a value for the TimeZone field if you intend to use Service Level Reports and/or Service Level Agreements.
5. Click Apply at the top of the Customer frame if you made further changes.

You may also define a Customer Application. They are used as a grouping mechanism for SAP Systems. However, there is a generic Customer Application created anyway once you define the first SAP System for this Customer.

1. Click the Applications tab in the Customer frame.
2. Click New.
3. Select the appropriate Application Type and click Create.

note

In order to open an existing Customer, choose Administration Customers from the menu, select the desired entry from the list and push the Open button (or double-click the selection).

### Ordering customers hierarchically​

In order to build a Customer hierarchy (and make use of Permission inheritance), simply drag the child-Customer onto the parent in the Customer list.

To remove a child-Customer from its parent, select the child and click Detach.