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Manage organization structures

For more information, see Organization structure.

Create organization nodes

  1. On the Administration menu, click Organization.

  2. Click New Node.

    The New Organization Node dialog box appears with the tabs Organization, Auto Connect Rules, and Aliases.

  3. On the Organization tab, do the following:

    1. Select the Parent Node in the list.

      Note

      There can be only one top level node.

    2. Type an Organization Name and a Friendly Name of the organization node.

      The Friendly Name is the name that will be displayed in Snow License Manager. The Organization Name and the Friendly Name are often identical.

      Note

      The character "/" is used as a delimiter of organization levels and is therefore not supported in organization names.

    3. Optionally, in Responsible Name, Responsible E-mail, and Responsible Phone enter contact information of the responsible person in the organization node.

    4. When applicable, select the Legal organization node check box.

      For most companies, only the top level of the company is a legal organization node. If the organization has multiple legal entities, multiple legal organization nodes can be created.

  4. Optionally, on the Auto Connect Rules tab, create one or several rules that will automatically assigning, for example, computers or users to the organization node. For more information, see Create auto connect rules.

  5. Optionally, on the Aliases tab, create an alias for the organization node. Organization node aliases are used when importing Microsoft License Statements (MLS).

    Note

    The alias is case sensitive, meaning that if both “COMPANY INC.” and “Company Inc.” are included in the MLS file, two aliases need to be created.

    To create an alias, do the following:

    1. Click New.

      The Organization Alias dialog box appears.

    2. Type an Alias name.

    3. Click OK to save.

  6. Click OK to save the new node and close the New Organization Node dialog box.

Edit organization nodes

  1. On the Administration menu, click Organization.

  2. In the Organization Structure list, click the node you want to edit and then click Edit Node.

    The Edit Organization Node appears.

  3. Make the changes, and then click OK to save.

Delete organization nodes

Caution

When you delete an organization node, you will also delete its subnodes, if any.

  1. On the Administration menu, click Organization.

  2. In the Organization Structure list, click the node you want to delete, and then click Delete Node.

  3. Click OK to confirm the deletion.

    The organization node and all its subnodes are removed from the database.

Import an organization structure using Excel

With this import, you have the option to either replace the existing organization structure, or place the imported organization structure under an existing organization node, a parent node.

  1. On the Administration menu, click Organization.

  2. Click Import Organization Structure.

    The Import Organization Structure dialog box appears with the tabs Import from Excel and Import from Active Directory.

  3. Click the Import from Excel tab.

  4. If your import source file has a column header, select the First row contains headers check box.

  5. Click Open File, and then select the import source file.

    A preview of the import is shown.

  6. In the Select column, use the check boxes to select the nodes you want to import. Note that Select All and Clear All can be used.

  7. Do one of the following:

    • To place the imported organization structure under an existing organization node, select the parent node in the Select parent node from existing organization list.

    • To replace the existing organization structure, leave the Select parent node from existing organization list empty.

  8. Click OK to import.

Import an organization structure from Active Directory

  1. On the Administration menu, click Organization.

  2. Click Import Organization Structure.

    The Import Organization Structure dialog box appears with the tabs Import from Excel and Import from Active Directory.

  3. Click the Import from Active Directory tab.

  4. Type the Active Directory Domain, and then click Connect.

    A preview of the import is shown.

  5. In the Select column, use the check boxes to select the nodes you want to import. Note that Select All and Clear All can be used.

  6. Click OK to import.

Export an organization structure

  1. On the Administration menu, click Organization.

  2. Click Export Organization Structure.

    The Windows Save As dialog box appears.

  3. In Windows File Explorer, select a location for the file, enter a file name, select a file type, and then click Save.

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