On Boarding SaaS Service using JC Connect

Step 1 - Adding Service Information

Step 1 helps you to provide the information that you want to display on the catalog page. Use the Catalog Listing > Name and Description tab to provide the following information.

1. Type the service name in the Service Name field.
2. Type a short description about the service in the Short Description field. You can write a short description in 2-3 sentences. The information you enter here will be displayed on the Catalog.
3. Type an overview about the service you are onboarding in the Long Description field. You can write about the features of the service and that will be displayed on the catalog. The customers can refer this information on the catalog if they want to know more.

   

   As you fill in the information, a small green check mark will appear indicating that the field is completed satisfactorily and another big green check mark will appear indicating that the step itself is complete. If you see an orange triangle, it means that you have not entered all the expected information. Please make sure to fill in proper information according, otherwise when the time comes to test the system end-to-end, there may be gaps you do not want. If you see a red exclamation mark that means you have not entered required information.

4. Click Next. The Logo page is displayed.

Step 2 - Upload Service Logos

Use the Logo page to upload the service logos that will appear on the catalog and ordering process. You can select a logo that should appear on the catalog, another logo that should appear on the shopping cart page, and yet another one that should appear on the Dashboard page.

It is imperative that you provide logos that are the exact size. If you see an error message, it is more than likely that you have not provided a logo of the right size.

1. Click in the Catalog Listing section to upload a service catalog that should appear on the store catalog.
2. Click in the Shopping Cart section to upload a service catalog that should appear on the shopping cart.
3. Click in the Dashboard section to upload a service catalog that should appear on the customer Dashboard page.

   It is important that you provide the logos that are in the exact sizes. Otherwise, you will get errors.

4. Click Next.

The Subscription Plans page is displayed. Use the Subscription Plans page to create different offers for the service.

Step 3 - Subscription Plans

1. Type a unique offer name in the Name field.
2. Select the Unit of the offer from the Unit Description drop-down list.
3. Select the billing cycle from the Billing Cycle drop-down list.
4. Click the Add another link to add another offer. You can add as many offers as you want.
5. Click Next.

The System Requirements, FAQs page is displayed. Use this page to specify the system requirements, frequently asked questions and answers and upload marketing collaterals.

Step 4 - Enter System Requirements and Upload Marketing Collaterals

1. Type the system requirements in the System Requirements field.
2. Type the FAQs in the FAQs field.
3. Click Upload in the Upload Marketing Collateral section to upload the marketing collaterals of the service.
4. Click Next.

The Service Category page is displayed.

Step 5 - Select the category

Categories organize service catalog items into logical groups in the catalog. Select and enable categories to which you want the service to be displayed under by marking them. The selected categories with the main category will be displayed in the Selected Categories list.

Use the Order Flow tab to configure the shopping cart options, license agreement and build additional information form.

Step 1 - Shopping Cart Options

1. Click the Order Flow tab.
2. Select the existing static quantity status. You can select either Yes or No. Static quantity means that customers cannot decide the quantity when ordering the service. The quantity defined in the minimum quantity field is what will be provided to the customer. It will display the previously defined offers for your service. For each one, you will select whether these offers are sold as a Static Quantity (i.e. in a fixed amount). If you select "Yes" the minimum quantity should indicate that fixed amount you sell that offer in (it defaults to one, as that is the most common fixed amount). Alternatively, if you permit multiple units to be purchased, select "No" and indicate the minimum quantity order you will accept. By Static Quantity, it means that a service can only be purchased in a fixed amount. For example, a company usually only buys 1 email server license (which itself is configured for several users).

The License Agreement tab is displayed.

Step 2 - License Agreement

1. Enter the service license agreement or upload the license agreement in html file. Step 2 prompts you to enter the SLA you apply to your services. This will be displayed during the checkout process and the purchaser will be required to agree to that SLA. You can enter your SLA by typing it in or uploading a file that contains the information.
2. Click Next.

Step 3 - Build Additional Info Form

The Build Additional Info Form tab is displayed. Use this tab to build a form using which you can collect any additional information from the customer which is necessary for provisioning the service. The information is collected when a customer orders a service.

1. Click Select From Existing Fields button. The Fields window is displayed. The tabs that display are organizational fields and user fields.
   1. Organization Fields: These are fields that are associated with the organization. In the JSDN store, the customer admin will be asked to enter the organization level fields during the checkout process of the service.
   2. User Fields: These are the fields associated with the user. In the JSDN store, the administrator will be asked to enter the user level fields during the assignment of the service to the end-user.

Create New Organizational Fields:

You can create new Organizational field or user field by clicking on the “Create New Organizational Field/User Fields link. When you click on the link, you will get the option to choose what type of field should be created.

Once you make your selection, the Build Additional Info form is displayed where you have to to enter the field configuration details:

• Unique Field Name: Enter a unique field name.
• Field Label: Enter a unique lable name.
• Description: Enter a quick description for this field. The content entered here will appear as a tooltip in the store.
• Data Type: Select the data type from the drop-down list.
• Default value: When the field type Id drop-down or multi-select box, the values to be displayed to the user should be entered in this field separated by semicolon. Example: for a Yes/No drop-down, the value in default value field should be Yes; No

Enable the Share this field value across services checkbox, to ensure the values are shared with other services in JSDN as well. During the setup of other services, this field will be listed existing fields list. If the checkbox next to this field is checked while building the additional info form, this field and its value will be included as part of the new service.

In the store, once a value is entered by the user for this field, the field value will be shared across all the services that are using this field i.e. the same field cannot have different value for different services.

Delete a field

1. From the All Fields drop-down list, select JSDN DefaultField. All the JSDN Default fields will be displayed. Select the fields which you want to be available on the Form. In addition to the JSDN Default fields, you can create additional fields which are needed to collect information.

   The selected fields will be displayed on the Build Additional Form

2. Click Next.

The Global Service Provisioning Options tab is displayed.

Use the Add New Service link to add a new cloud service. You can enter service related information such as service name, description, price and provisioning information. Refer to the Adding a new service for more information.

Click the Edit link next to a service to edit the service.

Click the Remove link next to the service. You will be prompted with an alert asking whether you really want to remove the service. Click Confirm.