View install base information from the Customer Service Portal

View a list of install base to track the instances provisioned for your account and which products or services run on them.

始める前に

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, or sn_customerservice.partner_admin

このタスクについて

You can view all cases and the service status from the last 30 days as well as all active, past, and planned outages. You can also view any active entitlements for the install base. An entitlement is active when its end date isn’t in the past or it has no end date. If it’s linked to a contract, the contract must also be active.

注:

When the Customer Data Models for B2B2C plugin installed, contacts are able to access the list of install base items belonging to account consumers.

注:

You can modify the Active Entitlements widget to define your own filters for active entitlements.

手順

1. Navigate to the Customer Service Portal.
2. Click Support > Install Base in the header menu.
   The system displays a list of install base items that belong to your account.
3. Select an install base to view the details, including cases created on the install base in the last 30 days, active entitlements, as well as service status and outage history.
4. オプション: You can also create a case directly from the install base details.