Custom Specifications User Guide

What is a custom specification?

Often, you, as the owner or manager of your organization, will need to customize the desktops in your rooms in order to provide your users with the tools they need to do their tasks.

The custom specification functionality allows you to

  • configure the base desktop configuration your users need once,
  • request the creation of a desktop image (a custom specification) from that base desktop, and
  • create many other desktops with the same configuration, using that specification.

Once created, a custom specification belongs to your organization and is available from every room in your organization.


Create a custom specification

Requirements:

The user must be logged into the Tehama webapp and have access to an existing room and desktop. We will refer to this desktop as the base desktop.

For security, it might be best to create a base desktop in a separate room belonging to your organization, where that room has been created with desktop settings granting admin access to the desktops in the room. The admin access will be required to install/configure applications in the desktop. Limit the members of this room to users who will configure the base desktop. Once the custom spec has been created, the room can be removed.

The user must be:

  • the organization owner (the user with the admin role) of the organization that owns the room,
  • a member of the room and
  • able to see the base desktop in the WORK tab. (i.e.: it has been shared with the user.)

Once created, the custom specification belongs to the owner organization of the room.

(See the Rooms User Guide for information on how to create a room and desktop and how to login to a desktop.)

Configure your base desktop

  • Login to your base desktop and configure it as desired for your users. Install applications, add resources, etc.

This is the custom configuration you want all desktops created from your custom specification to have.

Request the creation of a custom specification

  • From your room, navigate to the WORK tab.
  • View MY DESKTOPS.

Work Tab Image

  • Locate the entry for the Desktop you configured, (your base desktop).
  • Click on the custom-spec request icon Custom Spec Request Button for the entry.
  • A dialog will appear entitled "Custom Specification".

Custom Spec Request Dialog

  • Enter a name, for example "Project ACME Custom Spec 1", and a description for your custom specification, then click on REQUEST.
  • A popup will appear that lets you know your request is in progress.

It will take up to the end of the next business day for your custom specification to become available. You will be notified once it is ready for use.

Behind the scenes, your request will be forwarded to the Tehama Concierge. The Concierge will create an image from your customized base desktop. This can take up to two hours. You will not be able to use your base desktop while the image is being created. The Concierge will reach out to you to coordinate a time that is convenient for you.


Use a custom specification

Requirements:

The user must be logged into the Tehama webapp and have access to an existing room.

Note the room can be any room belonging to the organization that created the custom specification. Though, for security, it is suggested that this be a room where the users do not have desktop admin rights and/or the room has no internet access. Since the custom specification will have all required applications installed and configured, the users of the desktops created from it may not need admin rights or internet access.

The user must be:

  • a manager of the connected organization and
    • a member of the room, or
    • the room owner.
  • the organization owner (the user with the admin role) of the connected organization and
    • a member of the room, or
    • the room owner.
  • a manager of an organization invited to the room and
    • a member of the room.

You, or the requester, must have received notification that your custom specification is now available.

Create a Desktop with your custom specification

  • Similarly to how you normally create desktops (see desktop configuration in room user guide), navigate to the CONFIGURE tab in your room (or any room in your organization).

Configure Tab Image

  • View WINDOWS DESKTOPS.
  • Select Desktop from the dropdown ADD menu in the top right of the page.

Add Desktop Dialog

  • Open the Specification dropdown.
  • Your custom specification, the name you entered above, for example "Project ACME Custom Spec 1", will be in the list, under the heading "Custom Specifications".

Specification Dropdown

  • Select your custom specification, then continue creating your Desktop as normal.

The resulting Desktop will be constructed from the image created by the Concierge for your custom specification.


Edit a custom specification

Currently it is not possible to edit an existing custom specification.

But it is possible to create a new custom specification from an existing one.

Create a desktop from the custom specification you want to 'edit'. Using this as your base desktop, repeat the create custom specification steps.


Remove a custom specification

If you wish to remove a custom specification from your organization, please send a support request to the Concierge.