Preconfigurations

Preconfigurations are predefined sets of order options to simplify the ordering process

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A user selects a single named option that applies a combination of settings.

Create a preconfiguration

  1. Go to Admin > Preconfigurations.
  2. Select New preconfiguration.
  3. Enter a Label and Name for the preconfiguration.
  4. Select Include OS build, Include applications, or both, to offer those options as part of the preconfiguration.
  5. From the Custom fields list, select the parameters to include, such as CPUs, Mem Size, and Disk Size. You can select more than one.
  6. Select Create.

Screenshot of the Preconfigurations page.

Add options to a preconfiguration

After you create a preconfiguration, add the options that users can choose from.

  1. In the Options column, select the Edit icon.
  2. Add a value for each parameter in the preconfiguration.
  3. Select Save.

Screenshot of the Edit options for preconfiguration form.

Examples

Server size

Offer users a choice of server profile sizes.

  1. Create a preconfiguration named Server Size. Leave Include OS build and Include applications cleared.
  2. From the Custom fields list, select CPUs, Mem Size, and Disk Size.
  3. Add an option for each profile you want to offer, such as Small, Medium, and Large, each with its own CPU, memory, and disk values.

Server type

Bundle an operating system with a set of applications so users can provision a service, such as a database, web, or mail server, in a single selection.

  1. Create a preconfiguration named Server Type. Select both Include OS build and Include applications, and leave the Custom fields parameters cleared.
  2. Add an option named Database that pairs an OS build with an application.