Create Warehouse Instructions
Location: Cloud Portal > Customization > Create Warehouse
Give the Warehouse a Name
Leave the Customization Profile set to Default for now
Select the Time zone and click Create Warehouse
Note:
You can use the create warehouse as a different location in another timezone or as a department in the same location.
It is important to make sure the timezone is set properly for each warehouse for data to be timestamped accordingly if you have different locations in another timezone.
Assign the user stations to a Warehouse
Location: Cloud Portal > Customization > Create Warehouse > “Tab” Assign Warehouse
Each username will be displayed on this screen
Select Warehouse from the dropdown
Click Update User to assign the user station to the new Warehouse
Close and log back into your desktop stations for the warehousing to be updated
Note:
You can use the Select Warehouse Company Wide option above to update all users under Master to the same warehouse.
However, it isn't recommended to do this unless the majority of stations would be under a single warehouse.
Assign Desktop Customization Profile to a Specific Warehouse
Location: Cloud Portal > Customization > Assign Customizations
Go to each station assigned to a Specific warehouse and sync a new customization profile to the cloud for each warehouse.
Next, go to Assign Customizations in the cloud and filter to the specific warehouse by selecting "Select Warehouse" in the top right
You will now see the new profile only in that warehouse.
Open the "Assign Customization Profiles" tab and you will only see the stations assigned to that specific warehouse.
Next, you can assign the new profile to each station separately or select the Company Wide Customization option to update the specific warehouse in view.
Make sure to enable the toggle green and select the Update User/Master button to finish the assignment.
Note:
Once a user station is assigned to a warehouse any customization profile created from the station resides within the specified warehouse. This means that previous customization profiles can't really be used when changing the "Select Warehouse" view to filter a specific warehouse.
As a workaround, you can select "All" Warehouses in view to see all previous customizations, then go to that station and sync a new profile for your warehouse assignment.
View Warehouses separately in the Cloud Portal
Location: Cloud Portal > “Top right” Select Warehouse
Warehouse in view can be changed at any time from any page within the Cloud portal
Select Warehouse and choose the warehouse
This automatically updates any screen currently in view
Note:
By default “All” warehouses are shown and the view can be changed at any time
Cloud DB, User Activity Reports, Assign Customization Profiles are some of the pages that filter the view for users in the specific warehouse selected.
