Order Management

Overview

CoreStack provides the ability to order and provision resources on cloud. Catalogs can be used to configure the order management for required resources on cloud.

Placing Order for Cloud Resources

The following steps need to be performed to place an order for the required resources to be provisioned on cloud.

  1. Click on Self Service in the Left navigation menu and select Catalogs option to land in Self Service - Catalogs screen.
  2. Click on the required catalog from the list of catalogs.
  3. Click on Configure Order button.
  4. Select the cloud provider and cloud account from the respective fields.
  5. Select the options from the fields (e.g., cloud region, subnet) listed for the resource catalog in the subsequent screens as per your requirement.
  6. Click on Next button on each screen after providing the details.
  7. Specify the tags values/create custom tags if required and click on Next button.
  8. Specify the order details with scheduling and approver details in the Summary screen.
  9. Click on Place Order button.

The order will be placed and sent for approval. Orders placed can be managed in the My Orders module.

Navigation – Order Management

Click on Self Service in the Left navigation menu and select My Orders option to land in Self Service – Orders screen. There will be 3 tabs available in this screen: My Orders, My Approvals, and Job History.

  • My Orders – It displays the list of orders placed by you.
  • My Approvals – It displays the list of orders placed by other users and are awaiting your approval.
  • Job History – It displays the resources ordered by you and are provisioned on cloud.

Viewing Placed Orders

The following steps need to be performed to view the orders in the My Orders tab.

  1. Click on the required order from the list. This will show 2 tabs: Order Information / Cost Summary and Approvals.
  2. By clicking on the Modify button available in the Order Information / Cost Summary tab, you can update the details of the order.
  3. By clicking on the Reorder button available in the Order Information / Cost Summary tab, you can place another order for the same catalog.
  4. By clicking on the Cancel button available in the Order Information / Cost Summary tab, you can cancel the order placed.
  5. By clicking on the Approval tab, you can view the approval details and status of the order.

Approving an Order

The following steps need to be performed to approve orders in the My Approvals tab.

  1. Click on the required order from the list.
  2. Click on the Order Information / Cost Summary tab in the right side.
  3. Click on Approve button to approve the order.

Modifying an Order

An approver can modify the request based on the prescribed standards. Once the modification is complete, the approver can approve the request.

The following steps need to be performed to modify the information of an order in the My Approvals tab.

  1. Click on the required order from the list.
  2. Click on the Order Information / Cost Summary tab in the right side.
  3. Click on Modify button to change the details in the order. The order details can be edited in the following screen.
  4. Update the required details in corresponding fields of the order.
  5. Click on Next button on subsequent screens after updating the details.
  6. Click on Modify & Approve button in the Summary screen.

The order will be updated with the changes and the provisioning of required resources on cloud for the order will be approved.

Rejecting an Order

The following steps need to be performed to approve orders in the My Approvals tab.

  1. Click on the required order from the list.
  2. Click on the Order Information / Cost Summary tab in the right side.
  3. Click on Reject button to reject the order.

Viewing the Job History

This tab displays all the tasks and provisioning of resources associated with the orders. The tabs at the top right represents the scope of jobs. You can see 2 tabs: Tenant and Account.

Order Job History page offers search and filter functions to help quickly look for the executions. The Search bar is available just above the jobs list. To Filter Jobs, you can click on the "Filter" icon placed to the right end above the Job detail tab.

Order Job Detail will be shown in the right side on clicking a Job from the list. This will show three tabs. Inputs, Output and Tasks.

  • Inputs – Cloud Account details and other resource configurations used in the order.
  • Output – Outputs from the provisioning of resources associated with the order.
  • Task – Approval details and status of the order. List of tasks or resources associated with the order. Click on Rerun button available in this tab to execute the order again and provision a new set of resources.

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