Marketplace Setup

The JSDN Super Administrator creates a new marketplace. In the newly-created marketplace, all functions and features are available by default. However, as an administrator, you can do a lot to personalize your marketplace. This section explains how you can setup your marketplace and make it your own. Setting up the marketplace involves changing the marketplace branding, updating content displayed to members, updating e-mail notifications, adding content and many more features.

You can setup your marketplace at any time. This section comprises the following topics:

Marketplace Branding

To setup marketplace branding, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. The Branding page is displayed.

  3. Select Branding option from the options listed in the left pane.
  4. To upload your company’s logo in JPEG or GIF format, do the following:
    • Click Upload Logo to upload the logo.
    • Select a color theme from the Color Theme drop-down menu.
  5. When you are done with the branding page, click Save & Next.

Regional Settings

The system supports multiple languages, time zones, and time formats. The languages, time formats and time zones are added through a back end process. Once added, the Super Admin makes the relevant languages, time zones and date formats available to the marketplace. You can use the Setup > Regional Settings tab to review the languages, time zones and date formats available to the marketplace. The default language determines the language in which a member can view the contents of the marketplace; the time zone and date formats determine the transaction time zone and date formats for each member.

To review the regional settings, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Regional Settings option. The Regional Settings page is displayed.

  3. The Regional Settings page displays the languages, time zones and time formats available to the marketplace members. The blue symbol next to the language, time zone and date format indicates that it is the default selection.
    Note: If the marketplace is not activated, the marketplace login page is available in the System Default Language. Once activated, the marketplace login page is available in the Default Language for Members.

Marketplace Policies

The On Demand Services Delivery Network Policies and Information page displays a set of policy content modules. Use this page to upload policy content, and activate or suspend content as required.

On the On Demand Services Delivery Network Policies and Information page, you can:

  • Upload various policies in HTML format, or link to a URL where the relevant policies are available.
  • Activate, or suspend content, using the Activate and Suspend icons.

To setup On Demand Service Delivery Network Policies and Information, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select On Demand Service Delivery Network option. The On Demand Service Delivery Network Policies page is displayed.

  3. The following table lists all the policies that are provided along with the marketplace:
Field Value
Privacy Policy Content displayed in the footer when JSDN user(s) click Privacy Policy.
Contact Us Optional page. To display Contact Us information, click the Activate icon. To hide it, click the Deactivate icon.
About Us Optional page. To display About Us information, click the Activate icon. To hide it, click the Deactivate icon.
Security Policy Content displayed in the footer when JSDN user(s) click Security Policy.
Terms of Use Terms of Use displayed when user(s) register in the JSDN.
EULA (HTML) EULA displayed when customers order/self-register at the Solution Provider’s store.
Contract - On Demand Providers (HTML) Contract displayed when the JSDN user(s) join as On Demand provider’s.
Contract - On Demand Providers (.pdf) Contract available as PDF when the JSDN user(s) join as On Demand provider’s.
Instant Store Contract (HTML) Contract displayed as HTML when a user wishes to create an Instant Store.
Instant Store Contract (.pdf) Contract displayed as PDF when a user wishes to create an Instant Store.
Upload Advertisement Content The advertisement content will appear in the right pane of the JSDN marketplace.
Upload Promotional Content The promotional content appears in the right pane of the JSDN marketplace, just below the advertisement content.
Upload Analytic Content The analytic content appears in the left pane of the JSDN marketplace. You can take advantage of this position by uploading important content.
Banner Banner is displayed as HTML when a user wishes to create a banner.
Promotions Promotions are displayed as HTML when a user wishes to create promotions.
Announcements Announcements are displayed as HTML when a user wishes to create announcements.
Payment Information Payment information is displayed as HTML when a user wishes to upload payment information.
May I Help You The help information is displayed as HTML when a user wishes to create help information.
Notifications Notifications information is displayed as HTML when a user wishes to create notifications.
Follow Us On Content is displayed when the user clicks Follow Us On.
Dealer Terms and Conditions Displays the terms and conditions when you associate a dealer.
Dealer Linking Terms and Conditions Displays the terms and conditions when you link a dealer to the store.

Edit Policies

To modify the content of a policy, do the following:

  1. On the On Demand Service Delivery Network Policies page, click the Edit icon from the Actions column against the policy that you want to modify. The selected policy page opens.
  2. On the Edit Policy page, provide a URL or upload an HTML file for the selected policy.
  3. Click Save to save your policy content. You will be taken back to the On Demand Service Delivery Network Policies page.
  4. When you click Save, the On Demand Service Delivery Network Policies page displays a refreshed list of policies. Click the View icon against your updated policy to view your updated policy content.

Identity Management

Identity Management

If you are a enterprise store administrator, you can add users through Active Directory, SAMAL and ADFS process and authorize through Access Control process.

Enterprise Directory Server Integration:

JSDN now possess the ability to integrate with Directory Servers for Identity and Access Management (IAM). It eases the process of provisioning services to users. JSDN has certified directory server integration capability with Active Directory and RedHat Directory server. Once integrated, JSDN synchronizes organizations, users, and associated roles related data from the respective directory servers to simplify the user and services administration in JSDN. Identity and access management in JSDN shall be performed by the Integrated Director Server. Click here to know how to add users through Active Directory sync process.

SAML Authentication:

The SAML authentication can be used within an enterprise to authenticate users logging into JSDN from an external front-end portal. With APIs that are exposed, the enterprise can reuse their existing portals and authenticate users logging into the JSDN Platform using the SAML authentication feature.

SSO and Authentication using ADFS:

Active Directory Federation Services provides claims based (SAML/other industry standard) security identity and authentication solution that involves Windows Server® and Active Directory technology. JSDN is certified for using ADFS for providing authentication and single sign-on (SSO) to applications and services located in different networks in a way that is seamless to users. It also lets windows users to log-in to JSDN automatically without having to log-in to JSDN separately. With SAML (JIT), JSDN create users on the fly the first time they try to log in. When users log in to JSDN for the first-time (with SSO), their account is automatically created for them, eliminating the time and effort of adding the users.

Single Sign-On (SSO)

The JSDN Platform enables enterprises to create and maintain a single user profile that defines access rights across all services and applications to which they are subscribed. The platform enables user access to all approved services with a single set of user credentials. It allows a user to login automatically to the service without login again before launching the service.

If an external portal is created to front-end the JSDN platform, the portal can use Security Assertion Markup Language (SAML) 2.0 to SSO into the services on the JSDN Platform.

Roles-Based Authorization and Access Control (RBAC):

The JSDN Platform manages multiple user roles and privileges across multiple applications and cloud services – both private and public. This enables enterprises to create and maintain a single user profile that defines access rights across all services and applications to which they are subscribed. Additionally, the platform manages the multiple service-specific roles for a user through a single view, thereby reducing the complexity of managing users’ roles and privileges across multiple services.

Password Policy Enforcement:

In order to ensure compliance, enterprises typically require a uniform password policy to be instituted across the enterprise for all services that their users will consume. With the JSDN Platform, all access control and password enforcement policies are configurable at a company level. In this way, the platform helps centralize and enforce corporate policies and regulatory compliance requirements across all users, services, organizations, and geographies. Centralizing the password enforcement policy has the added benefit of significantly reducing support costs related to password reset requests, which is one of the common support requests within enterprises.

The JSDN accounts passwords are encrypted and stored safely as part of JSDN’s system configuration. After a repetitive login failures because of wrong password, the user will be prompted to complete the CAPTCHA verification as an advanced sign-in security feature. The JSDN prevents concurrent logins and does not allow user to access the system from different device/session at a given point in time. The authorized user can answer the security question along with the CAPTCHA and access the system. The previous session will be automatically closed.

Multi-factor Authentication:

In addition to the username and password authentication, JSDN platform also supports additional security measures against repeated login failures. After a predefined number of failed attempts, JSDN implements additional security measures like captcha to prevent any brute force security threat. The framework can also be enhanced to support other security measures like security questions, OTP etc.

Concurrent Login Protection:

The JSDN platform supports concurrent login protection so as to prevent multiple simultaneous sessions for the same user. If multiple sessions are detected, the system implements multi-factor authentication (password and security question) to ensure that authorized user gains access to the account and the malicious session is automatically terminated.

Customer E-mail Notification

On the Customer E-mail Notifications page, you can:

  • Provide an e-mail signature text, which will be displayed at the bottom of all e-mails.
  • Provide e-mail Ids for customer contact, support, information and various other headers. You can provide multiple e-mail Ids for each contact field.

Setup Customer E-mail Notifications

To setup customer e-mail notification templates, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Customer E-mail Notifications option. The Customer E-mail Notifications page is displayed.

  3. On this page, against the e-mail notification, type in the e-mail address to which the notification should be sent. Separate e-mail addresses with a comma (,). The following table lists the e-mail notification fields that you can configure.
  4. Click Save & Next to save your changes.
  5. If you are finished with the setup tasks, click any tab to exit.

Billing

On the Billing Options page, you can edit/update the following settings for your marketplace:

  • Supported Currencies - Displays the list of currencies available. Click to select the currencies that you want the marketplace to support.
  • Default Currency* - You select the default currency which should be available to the marketplace. Once selected, the default marketplace currency cannot be edited.

Select Billing Engine*:

You can select your billing engine from the drop-down list.

Note: Since the application supports JC Billing as the billing engine for now, JC Billing engine will be your default billing engine.

Select Bill Generation Options*

  1. Same Day (Daily): Daily invoicing, this feature enables you to charge your customer on the same day by generating the invoice as when the order is fulfilled. The invoice will be generated on the pro-rate basis.
  2. Monthly: Monthly invoicing, which enables to generate invoice once in a month. If you select this option, then you must set the date of the month.
  3. Cut off Period for usage based subscriptions: This option allows you to configure the cutoff period for usage based subscriptions. You need to select the cut off date (the number of days before the invoicing date) that you want to set as the cut off period for usage based billing. For example, if you select the cut off period as 2, the platform will consider the usage data collected up to 2 days prior to the Invoicing date.
  4. Display Usage Details in Invoices: You can either enable or disable the Display Usage Details in Invoices option. If you enable this option, exact usage of each item/IaaS service will be displayed in the invoice. You can proxy into your reseller’ account and enable or disable this option in the store billing options.
  5. Default Configure Payment Due from Invoice date: This option allows you to configure the due date of the payment for the invoice. The value entered in this field will be added to the invoice date, and the due date is calculated. The value entered should be between 0 and 7.

    The status of the invoices that are not paid by the Payment Due date will be marked as 'Overdue' status.

  6. Enable Pro-rate payment: By default this option is enabled.

Prorated billing is the process of distributing the cost of the subscription proportionately. If an offer is purchased in the middle of the month, and if the billing cycle is monthly, the offer subscription is prorated to the next available billing date. In the case of recurring subscription, it is billed on the Bill date of the month. For example, if you a buy a service on 2nd of July, and if the prorate option is on and the DOM date is 10th of July, then the billing period is from 2nd of July to 10th of July, 10th of July to 10th of August and so on. If the prorate is off, then the billing period is from 2nd of July to 2nd of August.

Once paid, pro-rate payments are listed on the payment history section of the invoice and in the payment history report at marketplace. The Customer Administrator can view the payment details at store by navigating to Orders > View Invoices & Payments.

Payment Method

This feature helps you to define the mode of payment through which your members or even their users can pay for the service that they buy. Currently, the application supports:

  • Credit Card - The Billing System has implemented a Payment Gateway Framework that can support credit cards as a Payment method. The Billing System does not store Credit Card Information and uses Payment Gateway tokenization as specified. After the invoice is generated, payment transactions are triggered automatically for customer having credit card as their payment method. Enable this option if you want your customers to pay using their credit card. However, you must enable the payment gateways and the processing options on how the payment to be processed. Please note that the application supports TM Payment Gateway and Braintree as payment gateways to process all credit card transactions. You can define your own processing option, if you would like your customers to be charged automatically once the invoice is generate, enable Automatic check box, or if you would like your customers to be charged before the invoice is generated, enable Customer Self Service check box.
    Note: The TM Payment Gateway supports Customer Self Service option, which means the customer has to pay the billed amount before consuming the subscription and Braintree supports Automatic, which means the customer will be charged automatically once the invoice is generated.
  • PayPal - By enabling this option, you are enabling PayPal as the direct the payment gateway for your member users. The user would be redirected to the PayPal site for creating or using an existing account. You can define your own processing options, if you would like your customers to be charged automatically once the invoice is generate, enable Automatic check box, or if you would like your customers to be charged before the invoice is generated, enable Customer Self Service check box.
  • Pre-Approved Credit - Pre-Approved Credit is an offline payment method requiring approval to establish a credit line before requests can be fulfilled. If the customer has opted for an offline payment type (like Pre-Approved Credit), the invoices can be marked as paid once the payments are received against the invoices. By enabling this option, you are allowing your customers to buy the service offer and offering them to make offline payment. However, before your customer opts for Pre-Approved Credit as the payment method, you should define/set the credit limit for your customers.
    Note: The system uses PayPal Express as the Payment Gateway which supports Automatic processing only. However, you can select Customer Self Service option, if your payment gateway supports it.

To view the billing options configuration, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Billing Options option. The Billing Options page is displayed.

  3. On the Billing Options page you can review the billing options.
  4. Click Save & Next >>.

Refer to Billing Options and Billing Models for more details.

About JC Billing

In the Multi-tenant marketplace environment, one instance of Billing engine is configured for several marketplaces. JCBilling allows creation of service offer(s), generate invoice(s), allows custom invoice branding (like store specific invoice logo, Terms and Conditions etc.), configuration of payment gateway, currency settings, billing cycle options and so on for each instance in JCBilling.

All the clients will be governed by the configurations that are set at the Store or Marketplace level.

The Billing Engine is automatically configured in JSDN, by default. The Operations Support executive will configure the JCBilling instance for JSDN.

Interface Preferences

To set the user interface preferences, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Preferences/UI option. The User Interface Preference page is displayed.
  3. Set the number of records to be displayed per page by selecting from the drop-down.
  4. Click Save & Next>> to proceed on to the next option.

Content Options

The marketplace user interface, as well as the store interface, comes with several default content modules. These modules are made available when a new marketplace or store is created.

Other than these default content modules, you can add your own content to both the marketplace and the store. When you add content to the marketplace, you can choose to make your content available from the marketplace’s home page.

To setup content options for the marketplace, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Content Options option. The Content Options page displays all the content modules that have been added to the marketplace. On the Content Options page, you can do the following:
  • Modifying a Content Module: Click the Edit icon from the Actions column, against a content module to modify the module. Note that you cannot edit active content. If the content that you want to edit is active, suspend the content first before editing it.
  • Suspending a Content Module: Click the Suspend icon from the Actions column, against the content module that you want to suspend. The status of the content module changes to suspended. Note that when a content module is added, you need to activate it in order to enable user(s) to access it. You can suspend a content module that’s been activated. Once suspended, the content module will still remain in the system, but will be inaccessible to user(s) until you activate it again.
  • Activating a Content Module: Click the Activate icon from the Actions column, against the content module that you want to activate. The status of the content module changes to activated.
  • Deleting a Content Module: Click the Delete icon from the Actions column, against the content module that you want to delete. The content module is removed from the content options page.
  1. Adding a new content module: To add a new content module, do the following:
  2. On the Content Options page, click Add Content to add a content module. The Add Content page is displayed.
  3. On the Add Content page, provide the relevant information against the form fields displayed as described in the table below:
Field Value
Display Title* The title displayed above the content.
Access
  • Public: Marketplace members can view and use this content.
  • Private: Use this option if you want the content to display on the Solution Provider’s instant store default log in or Home pages, or available to Solution Providers.
Roles Select a role that is relevant to the content that you are adding. You can choose to make your content available to All, Administrator or End User.
Content Type Content can be submitted in one of the following types:
  • Static HTML Content: Use any HTML editor to create your content, and then copy-paste the content into the text box.
  • RSS Feed: Enter the URL, and then select the number of lines that information must be displayed in the module.
  • Dynamic HTML Content: Enter a URL and optionally configure Method (Get/Post) and parameters for the selected method.

When you have completed the form, click Save.

When you have finished making changes, click Save & Preview. Your changes are saved, and the content is displayed in a pop-up window.

Page Customization

The Page Customization page displays a list of the pages found in the marketplace user interface. On the Page Customization setup, you can customize any of the listed pages.

To customize a marketplace user interface page, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Administration menu, and click Setup tab. From the options listed in the left pane, select Page Customization option. The Page Customization page is displayed.
  3. Click the Edit icon against a page title to update page content. The Edit Page page allows you to modify the following information:
    Field Value
    Page Name* Update the page name. If you are not able to edit this field, it means that the page is a default page and the name cannot be updated.
    Color Theme* Select a color from the Color Theme drop-down list.
    Layout Select the number of columns you want to display on a page from the Layout drop-down list. If you are not able to edit this field, it means that the page is a default page and the layout cannot be changed.
    Available Content The Available Content box field displays a list of the pages that are present within the marketplace. Select one or more pages and click Add to add your selected content. Your content gets added to the Left Column box field. To select multiple pages, hold the Ctrl key down while selecting.
    Content Click the Edit icon available under page customization. The Content page shows three columns. Use the Left and Right arrows to move the added content among the Left, Right and Middle columns. When the content title is placed in the column you want, use the UP and Down arrows to position the content within the column. Use the remove symbol (X) to remove a content title from a column. Column numbers and widths are usually fixed for a page, and cannot be modified. A page might consist of two, or three columns. For example, the Home page has three columns, viz, Left, Middle and Right columns.
  4. When you are done, click Save, or Save & Preview to preview the home page content.