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--- procedures:new_tenant_creation [2026/02/25 16:27] – gemma.coppeta
+++ procedures:new_tenant_creation [2026/02/26 14:36] (current) – gemma.coppeta
@@ Line 1: / Line 1: @@
  ====== New tenant creation ======
+To learn more, visit the {{0:bplogo.png?25}}[[https://help.brightpattern.com/5.19:Service-provider-guide/Introduction/Overview | Bright Pattern official documentation]] .
-=== Steps ===
-  * Create a new **tenant**.
-  * Add the purchased **numbers** to the shared file [[https://becloudsolutionssrl.sharepoint.com/:x:/r/sites/IT_Billing/_layouts/15/Doc.aspx?sourcedoc=%7B03326DA4-B2C5-4838-9706-0EBAF2190980%7D&file=Costi-fornitori-Tecnici.xlsx&action=default&mobileredirect=true|Costi fornitori tecnici]].
-  * Add the customer's **name** to the file [[https://becloudsolutionssrl.sharepoint.com/:x:/r/sites/IT_Billing/_layouts/15/Doc.aspx?sourcedoc=%7B313F6BC5-5A4F-4CFC-BA4E-902C23F8D496%7D&file=Traffico-Telefonico_2026.xlsx&action=default&mobileredirect=true | Traffico Telefonico]].
-  * Add the purchased **numbers** to the file [[https://git.ccaas.becloudsolutions.com/BeCloud/CDRs/src/branch/main/numbers.csv | CDRs numbers]].
-  * Create the **Customer object** in the customers array in the [[https://git.ccaas.becloudsolutions.com/BeCloud/CDRs/src/branch/main/cdrs.py | cdrs.py]].
-  * Create the **Result object** in the results array in the [[https://git.ccaas.becloudsolutions.com/BeCloud/CDRs/src/branch/main/Monthly/monthlyResults.py | monthlyResults.py]] file.
-  * The customer's **name** must be added in the customers array to the [[https://git.ccaas.becloudsolutions.com/BeCloud/Recharges/src/branch/main/recharges.php | Recharges]] file.
-  * The customer's **name** must be added to the [[https://grafana.ccaas.becloudsolutions.com/d/cedg4a4h1qxa8f/voice-balance-monitor?orgId=1&from=now-6h&to=now&timezone=browser | Voice balance dashboard]] on Grafana.
-  * An [[https://grafana.ccaas.becloudsolutions.com/alerting/list |Alert rule]] on Grafana must be created for the new customer.
-  * The customer's **name** must be added to the Monitor database.
 ===== Email template =====
-**Subject: New Tenant //CustomerName//**
+{{0:outlooklogo.png?20}} **Subject: New Tenant //CustomerName//**
 > Buongiorno,
 > Scrivo in quanto avrei necessità della creazione di un nuovo Tenant dedicato a //CustomerName// (new customer) su istanza //AWS Region//.
 > Di seguito i dettagli del Tenant:
->  - __Nome__ (dominio dedicato, da creare): “//customername//.beincontact.becloudsolutions.com”
+>  - __Nome__ (dominio dedicato, da creare)/(senza dominio): “//CustomerName//.beincontact.becloudsolutions.com”
 >  - __Limiti__:
 >      - //N// concurrent users - //N// named users
@@ Line 37: / Line 25: @@
 Once you have created and tested the tenant, the response will be as follows:
-**Subject: R: New Tenant //CustomerName//**
+{{0:outlooklogo.png?20}} **Subject: R: New Tenant //CustomerName//**
 > Buongiorno,
 > Di seguito le specifiche del tenant:
 >
 >  **Tenant Name** : //CustomerName//
->  **Access domain** : cft.beincontact.becloudsolutions.com
+>  **Access domain** : //CustomerName//.beincontact.becloudsolutions.com
->  **SIP domain** :  cft.beincontact.becloudsolutions.com
+>  **SIP domain** :  //CustomerName//.beincontact.becloudsolutions.com
->  **Tenant limits** :  7 named, 7 concurrent
+>  **Tenant limits** :  //N// named, //N// concurrent
 >  **Nostro accesso** : "admin" con solita password
 >  **Numeri assegnati** :
->      - //Number// //Result//
+>      - //Number// - //Result//
->      - //Number// //Result//
+>      - //Number// - //Result//
->  **Provato inbound/outbound con utente admin**  : OK
+>  **Provato inbound/outbound con utente admin**  : //Status//
->  **Regola dial-out** : OK
+>  **Regola dial-out** : //Status//
 >  **Regola Access Number** : Unassigned
->  **Collegamento a DB** : OK
+>  **Collegamento a DB** : //Status//
->  **Puntamento Report** : OK
+>  **Puntamento Report** : //Status//
->  **Statistiche presenti nell' Interaction Records** : OK
+>  **Statistiche presenti nell' Interaction Records** : //Status//
 >
 >
@@ Line 61: / Line 49: @@
-===== Sysmanagement =====
+===== Sysmgmt =====
-To create a new tenant, go to sysmanagement > Tenants and click on {{0:addtenantbp.png?30}} button, a window like this will appear: \\
+{{0:configuration.png?22}}To create a new tenant, go to [[https://beincontact.becloudsolutions.com/sysmgmt/ | sysmgmt]] > Tenants and click on {{0:createtenantbp.png?30}} button, a window like this will appear: \\
 {{0:newtenantbp.png?270}} \\
@@ Line 90: / Line 78: @@
 **Reporting DB**
   * **Database server**: click on the **DB1 - DB2** option
-  * **Database name**: it must be the same as the others
+  * **Database name**: it must be the same as the others, it is automatically created, but double check if it's correct
-  * **Username**:
+  * **Username**: it is automatically created
-  * **Password**:
+  * **Password**: it is automatically created
+Once you have created the tenant, you will see it with the following sections:
+  * Properties: this contains the information you entered previously (make sure the status is active)
+  * Features: you need to copy the tenant features indicated in the email
+  * Limits: these depends on the project
+  * Contacts: leave blank
+  * Resources: this will be populated when access numbers associated with this tenant are added
+  * Reporting DB:  make sure the Test connection is successful and then click Apply to database
+  * Usage: no changes are needed
+  * Advanced: make sure you copy the same options that are listed in the tenant you are copying
+===== Admin =====
+{{0:configuration.png?22}}In the admin page, the configurations you will need to modify are in the **//Configuration//** section.
+You will need to make sure you copy all the relevant fields from the sample tenant **specified in the email**.
+Obviously, in the sections you will find custom elements that have been created for that specific tenant, you don't have to copy these ones.
+Here are some things to pay particular attention to:
+  - You will see all the //Skill Levels// by selecting all users in the drop-down menu.
+  - For the guides in the //Help Screens// section: the default guides are from Bright Pattern, and you will need to **replace them with the official BeCloud guides**, which you can find on AWS S3. \\ __Please note that there is a drop-down menu with “Agent Desktop” and “Contact Center Administrator,” and you will need to change the guides for both options__.
+===== Testing =====
+{{0:test.png?22}}To perform the tests, follow these steps:
+=== Sysmgmt ===
+On the [[https://beincontact.becloudsolutions.com/sysmgmt/ | sysmgmt]], enter a test number:
+Sysmgmt > Phone System > Access Numbers, click on {{0:addtenantbp.png?30}} button and fill in only the following fields:
+  * **Number**: with the number you want to test
+  * **Carrier**: with the carrier that provided us with the number
+  * **Tenant**: the new tenant we created
+  * **Media type**: voice-only
+  * **Trunks**: based on where the numbering is located
+=== Admin ===
+On the admin page:
+in Admin > Directory > Access Numbers you will find the number you just added in the sysmgmt. \\
+You will make some call to try Inbound and Outbound.
+== Inbound ==
+Select the number you added in //Access Numbers// and in //Destination// you have to select the **//user//** option. A //User// field will appear, select "User Super" and then //Apply//. \\
+== Outbound ==
+In Directory > Dial-out Entries create a dial-out rule.
+Example:
+Press the {{0:addtenantbp.png?30}} button:
+  * **Digits**: 0039
+  * **Is a prefix (not a complete number)**: {{0:check.png?15}}
+  * **Remove prefix**: {{0:check.png?15}}
+  * **Insert prefix**: leave empty
+  * **Set service (if not set by agent)**: << None >>
+  * **Direct mapping of internal phones**: leave empty
+  * **Use Caller ID from service configuration if service information is available, otherwise use this number**: the number you want to test
+=== Agent Desktop ===
+Now login on the [[https://beincontact.becloudsolutions.com/| Agent Desktop]], ensure you have granted the required permissions and authorized the domain. \\
+Under Settings > Phone Device, also ensure you have checked the WebRTC option. \\
+{{0:phonedevicebp.png?150}} {{0:webrtcbp.png?310}}
+\\
+\\
+Get ready: \\ {{0:readybp.png?160}} \\ and try to make an inbound call (from your **phone** to the **number** entered in the tenant) and an outbound call (from the **agent desktop** phone bar to your **phone number**). \\
+Lastly remove the test number from the tenant and send the reply email with the results.