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Establish Relationships

This page describes automations and tooling for creating relationships between the new Customer hierarchy and existing credentials, storage definitions, and users.

This is intended for administrators who need more control over the association of objects like credentials, storage objects, and users than is handled by the automatic migration tooling.

Preparation⚓︎

Prior to upgrade, the following must be true

  • no Customer must exist without a project
  • all Projects must be associated with a Customer

Audit all Users to ensure that they have accurate permissions.

Upgrade instructions⚓︎

Downgrade instructions⚓︎

What changes at upgrade?⚓︎

Ownership vs. relationship⚓︎