Business Use Cases

Once your store is approved, the JSDN/marketplace administrator will notify you via an e-mail. This e-mail will contain a URL which will allow you to access your store.

Dashboard

The Dashboard provides an at-a-glance summary about your store, cloud providers, that are registered under your store. From the Dashboard page, you can quickly view the revenue generated by your store, each cloud provider, top 10 customers, top 10 IaaS Services, etc.
Note: If you proxy into the store URL then the IaaS Dashboard populates the usage data of all the customer under your store.

Revenue per Store

Review the revenue share per store and plan the store- incentives accordingly. This data is based on all the cloud services (SaaS and IaaS) consumed by customers.

Revenue per Cloud Provider

Build a business model to enhance the revenue from the cloud providers, and encourage customers to consume services from multiple vendors.

Store Revenue Trend

The trend for the last 31 days provides insights on the cloud revenue pattern for the store. Data for each day is an aggregation of the cloud services consumed by all customers of a store.

Top 10 Customers (By Revenue)

Ten customers that generate the maximum revenue for services (across all cloud providers) are represented here. Review the Daily Consumption Report for details pertaining to all the customers.

Customers Count per Store

The count considers customers who have consumed either IaaS or SaaS services from any cloud provider and have been billed by the store in the last 31 days.

Top 10 IaaS Services (By Revenue)

View the top drivers of IaaS revenue to enhance the return on investment (ROI). IaaS services consumed by all customer accounts and across all cloud providers are aggregated, to identify the revenue generators.

Top 10 SaaS Offer (By Revenue)

Identify the revenue generated by top ten SaaS services and take action to enhance the revenue. Review the Daily Consumption Report for details pertaining to all the services.

VM Count By Source Creation

Track the count of VMs launched from the platform, the VMs launched directly from the vendor console and the number of VMs where details have been imported into the platform.

Revenue based on the Source Creation

Monitor the revenue of IaaS resources based on where it was created (platform, vendor console or imported into the platform) and take steps to optimize it.

Store Setup

As an administrator, you can customize your store account. This section describes how to customize your store, by defining store branding, store policies, e-mail notifications preferences and configuring billing and invoice settings.

  1. Ability to create a white labeled store
  2. Personalized /customized branding option and an option to upload Company Logo with link to customized URL.
  3. Security settings / Access policies can be specified for a store
  4. Ability configure the content layout
  5. The following content are supported in JSDN:
    1. Static HTML Content
    2. HTML Widgets
    3. Custom Dynamic Content
    4. RSS Feeds
    5. JSR168 Portlet standard content
  6. The content displayed on the home page depends on the role (Admin, End-user)
  7. Ability to Enable/Restrict Content down the channel
  8. The content module is totally configurable
  9. The content module provides Integration to other Portals
  10. Ability to Display multimedia content
  11. Login screen can be customized using content modules

Reseller Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Enterprise Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Store Branding

The Jamcracker Appliance is enabled with Content Management System, which allows you to customize your store User Interface like your store UI colour theme, store logo, URL, and many more. If you intend to customize your store branding in Jamcracker Appliance Marketplace, then you must customize the same in Store Front or the other way round.

To customize your store branding at Jamcracker Appliance Marketplace, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. Navigate to Administrator > Member Management page. Click the Store tab and click the Store link from the Manage Store column. You will be logged into the store account (through Proxy).
  3. Now, navigate to Store menu, and click Setup tab. The Branding page is displayed.
  4. On the Branding page, configure the Store URL and Branding options as listed in the table below:
    Store URL
    Your Store login URL View the login URL of your Store in this field. For example: www.xyz.com
    Store URL (Marketplace) By default, your company name is the Store URL. Please note that after you choose your URL and it is approved, it becomes permanent and cannot be changed. Stores remain inactive until it is approved.
    Custom URL redirection Specify a custom URL that users can be redirected to when they click Continue Shopping (while in Shopping Cart), or Browse Services in the marketplace.
    Store Branding
    Upload your company or service, product-specific logo in jpeg or gif format* Click Upload Logo. The maximum size of the logo should be 300 width X 75 height in pixel. Click Browse to select the file from your local drive. Click Submit. After your store is approved, the logo is displayed in the top left corner of your store.
    Is Branding For Help Required Enable the check box, if you require the Online Help to be branded.
    Change Look and Feel Select one of the predefined colour themes for your store.
  5. Click Save & Next.
To customize your store branding at Store Front, do the following:
Note: Let's assume that you have customized your store branding in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as a drupal administrator using the credentials that you have received through an email.
  2. Start customizing the store UI as needed.
  3. If you want to modify/edit the store URL, then you must modify/edit it first at Marketplace and later at the Store Front.
To customize your store URL in Store Front, do the following:
Note: Let's assume that you have customized your store URL in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Domain and click the edit domain link of the store URL from the Operations column.
  3. Edit/Modify the existing URL from the Domain field.
  4. Click SaveDomain Record.
    Note: Please ensure that you have uploaded/customized the same store URL at both Jamcracker Appliance Marketplace and the Store Front.
To customize your store logo in Store Front, do the following:
Note: Let's assume that you have customized your store logo in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Domain and click the edit domain link of the store URL from the Operations column.
  3. Now, select the Theme tab and click the configure link of the selected/currently in use theme.
  4. Go to Logo Image Settings section and select your new logo and click Save Configurations.
    Note: The logo and its size should be same as the one you uploaded in Jamcracker Appliance Marketplace.
  5. Your new logo is updated.
    Note: Please ensure that you have uploaded/customized the same logos at both Jamcracker Appliance Marketplace and the Store Front.

To customize/upload your store banner in Store Front, do the following:

  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Blocks page. The Blocks - JSDN Default Theme page is displayed.
  3. Click the configure link from the Operations column for the Main Banner block.
  4. You can either add a new banner or edit an existing one.
  5. To add a new banner, click the Add a new slide to this banner link, and click the choose banner image link from the Create New Slide page.
  6. You can either upload a file by clicking on Browse button or by clicking the Web tab and providing an URL or by clicking the Library tab and selecting a banner from the library.

    OR

  7. To edit an existing banner, click the Edit link, and click the choose banner image link from the Edit Slide page.
  8. You can either upload a file by clicking on Browse button or by clicking the Web tab and providing an URL or by clicking the Library tab and selecting a banner from the library.
    Note: While uploading a banner the banner width must be of 1349 in pixel.
  9. Click Submit to upload the changes.
  10. Click Save to save the changes.
  11. Your new banner is uploaded.

Store Policies

The Jamcracker Appliance is enabled with Content Management System, which allows you to customize your store Policies. The store privacy and security policies that you provide are listed as links on the footer of the store. If you intend to customize your store policies in Jamcracker Appliance Marketplace, then you must customize the same in Store Front or the other way round.

To customize your store policies in Jamcracker Appliance Marketplace, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Store Policies option. The Store Policies and Information page displays all the policies that have been set up for your store.
  3. Click the Edit icon against the policy that you want to modify. The <<Policy Name>> Policy page opens.
  4. On the <<Policy Name>> Policy page, do the following:
  • Link to a URL: You can link to your company’s <<Policy Name>> policy by providing the complete URL or upload an HTML file containing your company <<Policy Name>> policy.
  • Example: http://www.company.com/filename.HTML
  1. Click Save & Next to save your modifications.
To customize your store policies in Store Front, do the following:
Note: Let's assume that you have customized your store policies in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Menus > Footer Menus page.
  3. Click the edit link of any of the Policies.
  4. Update the Path with the new url. This should be the same url that you have added in Jamcracker Appliance Marketplace.
  5. Click Save.
    Note: Please ensure that you have uploaded/customized same policies at both Jamcracker Appliance Marketplace and the Store Front.

Click here to know how to update policies.

Configure Store Type

As an administrator, you can define your members store type as Reseller store or Enterprise store.

Before you define / setup store type, should verify the member company request and approve it, and you may also need to verify the store request before setup the store type, otherwise you cannot define/set the store type.

If you don't have privilege to define/set the store type, then you can place a request to define your store type with your marketplace administrator.

As an administrator, you can define your store type. To setup store type, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, and click Setup tab. The marketplace configuration wizard is displayed.
  3. From the options listed in the left pane, select the Store Type option. The Store Type page is displayed.
  4. You can set store type either by selecting the Reseller or Enterprise radio buttons.

    If you select Enterprise as your store type, the system will display an option Enabling Budgeting option. If you want this option to be enable for the enterprise store, click the check-box.

    By selecting the Enterprise radio button, you have to provide few more information related to the enterprise store.

    You have a additional feature to enable i.e, “Budgeting”. Once it is enabled the related fields will be displayed to your users while placing or launching an order from their store catalog. These fields are mandatory field for your user to enter. User must enter a valid budget code to process the request. The system will validate the budget code and process accordingly. If it fails then you will receive an alert message to process further.

    By enabling “Enable Budgeting” feature, your store user(s) who has Enterprise Administrator role will get an additional feature “Manage Budget” under Profile icon, when they login to enterprise store portal.

    To have the Budget feature enabled to the store, the store must be approved by the marketplace administrator. Click here to know more about Enabling Budgeting.

    This feature allows your store admin to define certain budget codes with budget limit and threshold limit for its user(s). You must define the type of limitation you want to configure. You can either limit as Soft Limit or Hard Limit.

    Limit Configuration:

    Limits can be handy in some cases where you want to prevent runaway resource consumption. These limits are set as Hard Limit and Soft Limit. The platform allows you to configure both Soft Limit and Hard Limit for a budget. As a administrator you can change the configuration from Hard limit to Soft limit and the other way round.

    • Soft Limit: Soft Limit allows the user to place the order/request even though the associate budget exceeds the budget limit. Click here to know more about Soft Limit.
    • Hard Limit: Hard Limit restricts the user from placing the order/request if the associate budget exceeds. Click here to know more about Hard Limit.
  5. Click Next to proceed.

Configure Identify Management

You can use the Identity Management page to setup an appropriate directory server for identity management.

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. You will see the marketplace configuration wizard. The customization options are listed in the left pane of the setup window.
  3. Select the Identity Management option from the options listed in the left pane. The Identity Management page is displayed with Identity Server tab selected by default. If you want to configure identity management at the store level, select Yes next to the Configure Identity Management option. The Identity Management tab fields will be displayed.
  4. Next to Add Users option, select Directory Sync or SAML (JIT - Just In Time). If you select Directory Sync, the Identity Management Configuration tabs will be displayed. You need to do the necessary configuration to integrate the Directory Server.

    With SAML (JIT), you can use a SAML assertion to create users on the fly the first time they try to log in. With this, you do not need to create user accounts in advance. For example, if you recently added a user in your organization, you don't need to manually create the user in JSDN. When users log in with single sign-on for the first time in JSDN, their account is automatically created for them, eliminating the time and effort of adding the users. Just-in-Time provisioning works with your SAML identity provider to pass the correct user information to JSDN in a SAML 2.0 assertion. When SAML (JIT) is selected, the Identity Mapping tab is displayed. And the first time when the user logs in, the SAML Configuration Fields (First Name, Last Name, e-mail, Phone No and Role) will be automatically established/filled in.

  5. Select the Directory Server you would like to configure from the Directory Server drop-down list. If you select Active Directory, the Active Directory related fields will appear.
  6. In the Configuration tabs, enter the field information as explained in the table below:
    Field Value
    Server Access Type Select the Server Access type. If the Directory Server resides outside the firewall of the organization and can be accessed via LDAP or directly, then select the Direct Access option. If the Directory server is within a firewall in an organization, select Agent Connect.
    Access Protocol If you select the server access type as direct, select the Access protocol - whether it Is LDAP or DSML.
    Username Type the Username to login to the directory server. Applicable for Direct Access - LDAP.
    Password Type the Password to login to the directory server. Applicable for Direct Access - LDAP.
    URL Type the IP address where the Active Directory resides. This is applicable for Direct Access - LDAP.
    Port Type the Port number where the Active Directory resides.
    End Point URL Type the End Point URL for DSML to connect - This is applicable for Direct Access - DSML.
    Agent Name If you select Agent Connect as the Server Access Type, type the Agent Name.
    Enable SSL Certificate If you want a secure connection, enable the SSL certificate option. Click Browse to upload the SSL certificate.
    Upload SSL Certificate If you enable SSL Certificate option, click Browse to upload the SSL certificate.
    Base Domain Enter the base domain.
    Delete Object Domain Deleted objects are stored in a separate domain. Select the deleted object domain.
    Use Delete Control If you select Yes, any object deleted from Active directory shall be synced to JSDN.
    Identity Start Value Select the Identity Start Value - Field Name, Field Value and Date Type.
  7. Click Test Connection. If the connection is successful, it displays the connection success message.
  8. The Identity Mapping tab is displayed. A list of Directory Server fields that has to be mapped are displayed under Organizational Mapping and User Mapping tabs options. The directory server fields and the corresponding platform fields should be mapped appropriately. The User Role Mapping fields are optional.
  9. The following table lists the mandatory User Mapping fields under Organizational Mapping tab:
    Field Value
    Object Class Select the object class.
    Organizational Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
    User Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
    Role Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
  10. Click the plus sign to add additional fields to be mapped.
  11. Click Save and Next.
    Note: Before you Start Sync you must contact your support team for them to setup the additional configurations for directory server in the platform.
  12. The Directory Sync Status tab is displayed.
  13. On the Sync page, click Start Sync.
  14. The following table lists the Directory Sync Status tab fields available for viewing the sync status.
    Field Value
    Sync ID Displays the Sync ID .
    Start Time The start time of the sync.
    End Time The end time of the sync.
    Type Displays the type - user or organization.
    Status Status of the sync.
    Action The Sync Details can be viewed.
    Note: You can view the sync details by clicking View Sync Details.

    If the type is User, the View Sync Details are displayed.

  15. Click Export to CSV File to export the information into an excel file.
  16. Click Next. The Authentication tab is displayed.
  17. On the Authentication page, select the Authentication Protocol from the Authentication drop-down list, then click Save.
  18. Click Next.

Available Services

You can select the services to be made available for resell for the new Store. To select the services, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Available Services option. The Available Services page is displayed with list of services available for resell is displayed along with the services which are already present in the store for resell.
  3. Select the services to be made available for resell to the Store.
  4. Select the services to be made un-available to the Store for resell.
    Note: If the Store has already resold the service, the changes shall not have any impact. The resold services remains resold and will not change.
  5. Click Save & Next to save the changes.

Customize E-mail Notifications

You can customize the e-mail message templates for your customer. You can also specify the e-mail addresses that receive a copy of the e-mail message. To modify these E-mail notifications, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Customer E-mail Notifications option. The Customer E-mail Notifications page allows you to specify your e-mail signature, the from and to addresses of your notifications, and the Help Desk settings for your customers.
  3. On the Customer E-mail Notifications > Notifications Preferences tab, edit the following fields as described in the table below:
Field Value
E-mail Signature Create an e-mail signature for the e-mail sent from your store. You can leave this field blank to include your signature in the e-mail templates.
New Store Registrants E-mail is sent when a new customer registers with the store. Specify the e-mail address of the user who will also receive this e-mail sent to the customer.
Store Member Orders E-mail is sent to the customer when an order related information is modified. Specify the e-mail address of the user who will also receive this e-mail sent to the customer.
From Address Specify your e-mail address. The e-mail address will be used when e-mails are sent from your store.
Customer Help Desk Settings
E-mail Signature Specify the e-mail signature for e-mails sent from the customer help desk for your store.
From Address Specify the from address for the e-mails send from the customer help desk.

Customize E-mail Templates

You can customize the e-mail notification templates that are used to send out notifications to various recipients.

Note: The e-mail templates can be defined in various supported languages.

To customize the e-mail notification templates, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Customer E-mail Notifications option. The Customer E-mail Notification page is displayed.
  3. On the Customer E-mail Notifications page, open the Notification Templates tab. This tab lists the templates that you can customize. To customize these templates, do the following:
  • In the Notification Templates page, click the Edit icon against the template you want to customize. In the Edit Template: <Template Name> page, the corresponding e-mail notification template is displayed.
    Note: You can also view and disable the notification template by clicking on respective icons against the template.
  • The notification template comes with pre-populated address fields and body text. On the right pane there are few pre-defined variables are provided for your use. These variables can be dragged and dropped within the template which supports a rich text editor to edit the content in the e-mail body. Variables can be inserted only in specific fields viz., CC, BCC, subject and body of the e-mail. Use these variables appropriately.

Types of E-mail Notification Templates

The customizable notification templates are categorized as follows:

  • Billing-related E-mail Templates: These templates are used while sending out notifications to communicate billing-related information.
  • Order-related E-mail Templates: These templates are used while sending out notifications to communicate order-related information.

You can add additional variables to the existing table. To do so, you have to insert a new column. The rows in the table are generated dynamically. There is no limitation to the usage of variables in customizing user account related e-mail template fields.

Order-related e-mail notification templates contain data that’s presented within a table. You can edit this table. For more information, see Customizing Order - related E-mail Template Tables.

  • Place Order Permission E-mail Template: These templates are used while sending out notifications to communicate permission while placing an order - related information.
  • User account-related E-mail Templates: These templates are used while sending out notifications to communicate user account-related information.

Customize Billing related E-mail Templates

Billing-related e-mail notifications contain information that’s provided in e-mail template. You can customize the e-mail content by selecting the edit option:

List of E-mail Templates Descriptions
SDP Gateway Failure Response Notice (End Customer) The SDP gateway failure response notice e-mail will be sent to the end customer if the payment is successful.
SDP Gateway Success Response Notice (End Customer) The SDP gateway success response notice e-mail will be sent to the end customer if there is a failure during the processing of payment.
Overdue Notice (End Customer) The overdue notice e-mail will be sent to the end customer if in-case there are any payment due.
New Invoice Notice (End Customer) The new invoice notice e-mail will be sent to the end customer once the invoice is generated.
Gateway Response Notice (End Customer) The gateway response notice e-mail will be sent to the end customer if in-case there are any issues occurs during the payment process.
Credit Card Expiration Notice (End Customer) The credit card expiration notice e-mail will be sent to the end customer if in-case the card expiry date is close by.
Invoice Resend Notice (End Customer) The invoice notice e-mail will be sent to the end customer if the end customer request for.
Invoice Regeneration Notice (End Customer) The invoice regeneration notice e-mail will be sent to the end customer if the end customer request for.

To edit a column in the body of the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing Order - related E-mail Template

Order-related e-mail notifications contain information that’s provided in tables. You can customize this table by adding or deleting columns and table cells. You can also delete the table that holds the body of the information. However, you will not be able to insert a new table.

To add or delete a column in the body of the e-mail template, do the following:

  1. In the e-mail body, place the cursor at the point you intend to insert/delete a column.
  2. Right-click at the point of column insertion and click Column > Insert/Delete Columns. A column is inserted/deleted at the point where the cursor has been placed.
  3. After inserting the column, place the cursor in the column header, drag-drop the appropriate variable. You can insert/delete/merge/split cells within the table. You can also delete the table by placing the cursor anywhere in the table. To get help on customizing these e-mail notifications, contact your administrator.
  4. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  5. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing Place Order Permission - related E-mail Template

Place order Permission related e-mail notifications contain information that’s provided in the e-mail template. You can customize the content by selecting the edit option. To edit the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing User Account - related E-mail Template Tables

User Account related e-mail notifications contain information that’s provided in the e-mail template. You can customize the content by selecting the edit option. To edit the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Regional Settings

JSDN supports multiple languages, time zones and date formats. As an administrator, you can select the language, time zone and date formats to make them available to the store end customers. Also, you can change the store default language, time zone, and date formats using the Setup Regional Settings tab. The Default language, time zones and date formats are the ones which are applicable to new store customers when they visit the store.

Enabling Regional Settings for End Customer

To make the languages, time zones and date formats available to end customers, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Regional Settings option. The Regional Settings page is displayed. The languages which appear marked and greyed out in the Select one or more Languages list indicate that they are already available to the store. If you want to make other listed languages available to store customers, mark and enable the check box next to the language.
  3. Click Save & Add Time Zone. The time zones which appear marked and greyed out in the Select One or More Time Zones list indicate that they are already available to store end customers. If you want to make other listed time zones available to end customers, mark and enable the check box next to the time zones.
  4. Click Save & Add Date Formats. The date formats which appear marked and greyed out in the Select One or More Date Formats list indicate that they are already available to store customers. If you want to make other listed date formats available to the store customers, mark and enable the check box next to the date formats.

Once the regional time zone, date formats and time zone are selected, you cannot deselect the options. Once the store is approved, you can add more options.

Select Default Language, Time Zone and Date Formats

The default language, time zones and date formats are the ones which are applicable to new end customers when they first visit the store. To change your company’s default regional settings, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Regional Settings option. From the options listed in the left pane, select the Regional Settings option. The Regional Settings page is displayed.
  3. On the Regional Settings page, select the Default Language from the Select Default Language List.
  4. Click Save & Add Time Zone. In the Time Zone available to the customers section, select the Default Time Zone from the Select Default Time Zone list.
  5. Click Save & Add Date Format. In the Date Formats available to the customers section, select the Default Date format.
  6. Click Save.

Once the regional settings are selected, you cannot unselect the options.

Billing Process

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.

You can review and configure the billing methods for your store for the first time. To configure billing options, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, 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, the following options are pre-configured for marketplace customers:
    • Currency: Displays the currency configured at the marketplace.
    • Billing:
      • Billing Engine: JCBilling engine.
      • Bill Generation: Displays the Bill generation duration as configured at the marketplace.
    • Payment Method: Credit Card - The following fields will applicable if the payment method is selected as Credit Card.
      • Days Between Credit Card Retries: Number of days between each credit card retries.
      • Number of Credit Card Retries: Number of retries.
        Note: The days between credit card retries and number of credit card retries fields are applicable if the payment process of an invoice is failed when processed.
    • Automatic Charging of Credit Card: If the automatic charge is selected, then your credit card will be charged for payment on the due date of the invoice.
    • Pre-Approved Credit: If the payment method is selected as Pre-Approved Credit, you can see the option enabled.
    • Default Payment Method: Out of the payment methods, the selected default payment method is displayed. This option is also chosen by your marketplace administrator.
    • Order Approval: If Pre-Approved Credit option is selected as the payment option, only then the Financial Approval is required option is displayed and as an administrator you can set whether the Financial Approval is required or not just by clicking the check box. So, once this option is enabled or set then whenever your store customers try to buy service from the store catalog, the order will go through an order approval process, before they could start using it.
    • Overdue Customer Accounts Management: To help the customers to pay their overdue amount in one click, then enable “Enable Pay Now” option. Once it is enabled, the store customers can pay there overdue amount (if any) just by clicking the Pay Now button on the store home page, whenever they login to their account.
    • Enable the “Display Invoices to Customers” option, if you want to display the invoices to your customers.
    • Enable the “Display Usage Details in Invoice” option, if you want to display the usage details to your customers on their invoice.
    • Enable the "Generate Invoices Immediately after every order" option, if you want to charge your customers as soon they place an order successfully or soon the order is fulfilled.
  4. Once you have reviewed your billing options, click Next>>.
    Note: Note that billing options can be modified only by the marketplace administrator. If you require any changes made to your billing options, contact your marketplace administrator. Once the billing options is modified, the changes will be applicable from the next invoice generation date.

Store Invoice Settings

Monthly invoice with Pro-rating is the configured billing option for the service. Monthly invoice offers the facility of a single invoice to end-customers. All services are billed on a single day of a month for all of your customers. This day can be configured as per your preference (for example, 1st of every month or 5th of every month and so on). The date of the month is set at the marketplace level. As the billing date is static, your customers will be billed for all the services on that particular date.

You can review the invoice settings that have been configured for your store. To review the invoice settings, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Invoice Settings option. The Invoice Setting page is displayed.
  3. On the Invoice Setting page, the following options are pre-configured for marketplace customers:
    • Select Language: Select the language in which you want the notes, terms and conditions should appear in the invoice.
    • Invoice Logo: Upload an image file, which you want to be displayed to your customers invoice.
    • Term and Conditions: Type in the terms and conditions that you want to be displayed to your customers invoice.
    • Notes: Type, if you have any special notes to be displayed to your customers invoice.
    • Number of days for overdue invoice e-mail: Select the number of days to intimate your customers about the overdue via e-mail.
  4. Click Save & Next.

Store Catalog

As an administrator, you can manage your store catalog by customizing, and editing your existing services. The following sections will guide you to manage your store catalog and how you assign the service subscription to your store catalog more effectively:

  1. Single master catalogue and multiple store catalogues for different stores
  2. Resellers can source and resell from the master catalogue
  3. Specific service offers can be hidden from end-customers in a store catalogue

Search for Service/Offers

Use the search feature to search for service/offers. Type few unique characters of the service name or offer name, and then click Search.

  1. To search for a service/offer, do the following:
  2. Type the service name/offer name or few unique characters of a service name/offer name in the Search field.
  3. Select Service Name/Offer Name from the drop-down list and click Go or press Enter from your keyboard.

Based on your defined criteria, all the matching service(s)/offer(s) are displayed.

Customizing Catalog

To customize your existing store catalog, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click Customize Catalog. The Customize Catalog page is displayed.
  4. On the Customize Catalog page, you can do the following activities:

Arrange the Service for each Category

To arrange the service(s) for each category, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click Customize Catalog. The Customize Catalog page is displayed.
  4. On the Customize Catalog page, click Arrange Services.
  5. Select the service category you want to arrange the services and drag and drop to re-arrange the order of services.
  6. Click Save.

Arrange the Service Offer(s) for each Service Category

To arrange the offer(s) associated with each service category, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click Customize Catalog. The Customize Catalog page is displayed.
  4. On the Customize Catalog page, click Arrange Service Offers.
  5. Select the service category you want to arrange the services and drag and drop to re-arrange the order of services.
  6. Click Save.

Manage Catalog

This section helps you to manage your existing catalog.

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed with list of existing service(s) that are currently available in the store catalog along with the associated offer name and other details.
  3. On the Catalog page, click the View icon, to view the catalog page. OR
  4. Click the Edit icon from the Actions column. The Edit Catalog - OfferConfiguration page is displayed.
  5. On the Edit Catalog page, enable the “In Catalog” check-box.
    Note: By selecting the check box, the service will be displayed on the store catalog and can be ordered. However, you can restrict the service from your store catalog to see.
  6. If your reselling the service for the first time, you must add partner credentials. Refer to Partner Credentials for more information. If the values are already provided by your administrator, then you might not have to enter the values once again. However, if you have a different set of values for the CSP account you can add the values. The system will read the values provided by you to manage your CSP account. If you don’t enter/provide any values, the system by default considered the values provided by your administrator.
    Note: If the values are not provided either by you and by your administrator, then you store customers might not able to place the order.
  7. You can edit the Partner Credentials. Refer to Editing Partner Credentials for more information.
  8. You can modify the service retails price.
  9. Click Save.
  10. On the Catalog page, click the Featured Service icon from the Actions column to make the service as non-featured service on the catalog and click the Non Featured Services icon to make the service as a featured service on the catalog. This feature helps the store to display the service(s), under the Feature Service category when the end customer or its user(s) do a quick search.
    Note: The service and offer name in the store will be displayed in the Language that the user has selected via the users’ Regional Settings section under their Profile tab. If a service is not available in The Language that the user has selected, the service will be displayed in the first language available out of the ‘Languages available to customers’ that the service is defined in.
  11. Click the Edit Partner Credentials link to edit the partner credentials as received from the service provider (ISV).

Edit the Service with the Catalog

To edit a service within the catalog, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click the Edit icon from the Actions column. The Edit Service - Offer Configuration page is displayed. Please note, you are editing an offer that is associated with the service.
  4. Select the In Catalog check box. By selecting this option, the service will be available on the store catalog for resell. The following options are available:
    • Partner Credentials: Click the icon to edit/modify the partner credentials.
    • Hide From Customer: Enable this option to hide the service from the customers on the store catalog.
    • Do not allow Order More: Enable this option to restrict increase subscription (order more) for the service for all customers.
    • Do not allow Order Less: Enable this option to restrict reduction in subscription (order less) for the service for all customers.
    • Content-Only Service Offer: Enable - this option allow the customers to enquire about the service offer. By enabling this check-box, your customers when they login to the store, they can see a Enquire button next to the service offer by which they can only enquire about the service offer, they cannot buy the service offer.
      Note: If the billing model “Pay Per User” is selected either individually or along with “Pay As You Go” options enabled, then options “Do not allow Order More” and “Do not allow Order Less” will be disabled.

To add custom retail price for specific IaaS Offer, do the following:

  1. Login to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog displays a list of services that have been added to your store.
  3. Click the Edit icon against the service for which you want to update the retail price. The Edit Service page opens.
  4. On the Edit Service page, select the In Catalog (Orderable) option to indicate that the pricing that you update will be available in your catalog for your customers.
  5. Enter a monthly retail price in the Retail Price field.
  6. Retail Markup/Discount: This field allows the reseller to specify the markup or the discount % for all customers ordering the usage based IaaS offers. The markup or discount % is applied on the wholesale price (price that the reseller pays the Marketplace) to arrive at the retail price (price to be paid by the customer to the store). The amount calculated will be displayed in the configured store currency.
    Note: By default the Markup or Discount percentage defined at the store will be applicable for all the customers of the store who have ordered this offer.
  7. Click Save. The new percentage will be applied to all the customers within the store, whosoever is brought the offer.

    OR

  8. Sometimes, the store would like to offer a different Markup/Discount to a specific customer. Then click the Customer Specific Markup / Discount link.
  9. On the Customer Specific Markup / Discount pop-up window specify a Markup /Discount for a specific customer(s). When the page is loaded for the very first time, the customer specific Markup/Discount will be 0% indicating that the Store's Retail Markup/Discount will be used to calculate the retail price for the customer. To offer a different Markup/Discount for a customer, on the Customer Specific Markup / Discount page, search for the customer to and select the type of margin (markup or discount) from the drop-down list and type the percentage in the field next to it. Click Apply.

    Example 1:

    If the Store Retail Markup/Discount is a markup, then any customer specific percentage (whether markup or discount) will be applied for the customer in addition to the default store margin.

Scenario 1:

If the Retail Markup is up by 10% on the Wholesale price ($100), then all the customers will be charged $110 by default. In addition, if you have provided an additional 10% as markup for the same offer to customer 'ABC', then this customer will be charged $121 ($110 + 10% *$110) while other customers will be billed $110 only.

Example: (Wholesale Price + Retail Markup)+ Markup

(100+10%) + 10%.

Scenario 2:

If the Retail Markup is up by 10% on the Wholesale price ($100) then all the customers will be charged $110 by default. In addition, if you have would like to offer a discount of 10% for a specific customer; ABC', then this customer ABC will be charged $99 ($110 - 10% *$110) while other customers will be billed $110 only.

Example: (Wholesale Price + Retail Markup)- Discount.

(100+10%) - 10%.

Example 2:

If the Store Retail Markup/Discount is a discount, then any customer specific percentage (whether markup or discount) will be applied directly on the wholesale price.

Scenario 1:

If the Store Retail Discount is 10% on the Wholesale price ($100) then all the customers will be charged $90 by default. For a premium customer ABC, if you have would like to offer a discount of 20% instead of 10%, then this customer will be charged $80 ($100 - 20% *$100) while other customers will be billed $90 only.

In this scenario, the base for the calculation is the Store's wholesale price.

Example: (Wholesale Price)- Discount

(100) - 10%

Scenario 2:

If the Store Retail Discount is 10% on the Wholesale price ($100) then all the customers will be charged $90 by default. For a customer ABC, if you have would like to charge a 20% markup in lieu of the additional services provides instead of a discount of 10%, then this customer will be charged $120 ($100 + 20% *$100) while other customers will be billed $90 only.

  1. Every time a markup /discount If offered, it is recorded in the audit history and, you can view the history by clicking on the View History link against the customer. The View History pop-up window displays the number of time the Markup/Discount has been applied. It also displays, who offered the Markup/Discount and when the Markup/Discount was applied.
  2. Select the Tax type from the drop-down list.
  3. Displays the date when you define or change the margin in the Effective Date field. The margin is effective from this date. This option is applicable to usage based subscriptions for IaaS offers.
  4. Click Save to save your pricing information.

Service Configuration

To edit the service configuration, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click the Edit icon from the Actions column. Select Service Configuration tab. The Edit Service - Service Configuration page is displayed. Please note, you are editing an offer that is associated with the service.
    Note: While configuring the service, the Consent Required option must set as Yes, then this option is displayed.
  4. Displays the consent URL (if any) provided by your administrator. However, you can change/update the url. If you change or update the url, your customers will get to see the updated URL.
    Note: If your administrator do not provide the Consent Required URL, then the URL which you provide will be displayed to your store customers.
  5. Displays the SLA (if any) provided by your administrator. However, you can upload a Modified SLA. If you change or update the SLA, your customer will get to see the updated SLA.
    • Click Modify SLA
    • Click Browse and select the file.
    • Click Save.
    Note: If your administrator do not provide the SLA, then the SLA which you have uploaded will be available to your store customers.
  6. Click Save.

Order More/Order Less

Order more/order less refers to an increase or reduction on the existing subscriptions. As an administrator, you can restrict the customer’s ability to order more/order less of an already subscribed service offer by enabling the options (Do not allow Order More and Do not allow Order Less) available on the Catalog > Edit Service page. Once, these options are enabled, the customers can no longer increase/reduce the specified service offer. If the customers need to buy the service, they need to place a new order for the service offer. Or you can proxy into the store, then increase (order more) or reduce (order less) the subscription on behalf of your customers.
Note: The Order More and Order Less feature is available only of non usage based offers.

Partner Credentials

While publishing a service into your store catalog, as an administrator you must provide your service related information (Partner Credentials). The Partner Credentials are normally provided by the respective service providers. The partner credentials are service specific; if any of the services associated with a partner credentials then it is mandatory to enter the partner credentials.

Please note, that the system will validate your partner credentials with your administrator’s partner credentials. If there is a mismatch, the system will consider your partner credentials and process your request.

To add partner credentials, do the following:

  1. Click In Catalog check-box to add your partner credentials.
  2. Enter the details.
  3. Click Save.

Add Partner Credentials

You must have the valid privileges to add the partner credentials. To add partner credentials, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click the Edit icon from the Actions column. Click the Partner Credentials link. The Add Partner Credentials pop-up window is displayed.
  4. On the Add Partner Credentials window, enter the details.
  5. Click Save.

Edit Partner Credentials

You must have the valid privileges to edit the partner credentials. To add partner credentials, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Catalog tab. The Catalog page is displayed.
  3. On the Catalog page, click the Edit icon from the Actions column. Click the Partner Credentials link. The Add Partner Credentials pop-up window is displayed.

    OR

  4. On the Catalog page, click the Edit Partner Credentials icon from the Actions column. The Add Partner Credentials pop-up window is displayed.
  5. On the Add Partner Credentials window, enter the details.
  6. Click Save.

Store Promotions

As an administrator, you can manage your promotional content for your store that are added at the marketplace and propagated to the reseller stores.

  1. Promotions can be created to offer free service trials to end-customers
  2. Resellers can create and associate promotions to a service
  3. The promotions need to be approved by the marketplace
  4. Only an approved promotion can be set as the default for a service
  5. End-customers are given the option to try a promotion for a service only once
  6. Custom trial for a service can be converted to a paid subscription any time before the trial expiry
  7. Promotions can be configured for termination or automatic conversion to paid subscription
Note: If you are trying to access Promotion feature through proxy then you can only able to view promotions.

Customer Management

As an administrator, you can proxy into your customer account(s) and manage their account, order services on behalf of them. The difference between ordering through proxy from the marketplace and ordering from the store directly is that when you order through proxy, you can order services for your organization directly and not for a department. You can also add new customers and manage your existing customer account(s) by activating or suspending their accounts.

  1. Authentication and authorization using standard parameters for (Email, Password)
  2. Option for customer self-registration
  3. Collect company and user profile during and after registration process

Manage Customer Account

This section describes how you, as an administrator can add customer(s) and manage their accounts.

Add Customers

To Add a new customer, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, click Add Customer tab to add new customer, the Add New Customer page is displayed.
  4. On the Add New Customer page, provide the relevant information next to each field as described in the table below:
    Table 1. Add Customer
    Field Description
    Profile Details
    First Name First name. Maximum 30 characters.
    Last Name Family name or surname. Maximum 30 characters.
    E-mail Address Enter the customer company e-mail address.
    Phone Number Office telephone number. Maximum 30 characters.
    Company Details
    Company Name Enter the customer company name.
    Mailing Address
    Mailing Address Enter your mailing address.
    Billing Address Enter your billing address. The customer will be communicated to this address anything related to billing.
    Company Time Zone
    Time Zone Select the time zone for your company from the time zone drop-down list. The company time zone is considered while billing subscriptions and while the term and trial subscriptions expire.
    Verification Enter the valid chapter.
  5. Click Create to confirm.
  6. If you have your cloud credentials ready, click Add & Continue Cloud Service Credentials. Refer to Cloud Service Credentials for more information.

Add Customers using Bulk Import Process

Please note, before you start importing customers to JSDN you must provide your partner credentials while adding a service into the store catalog. Refer to Partner Credentials for more information.

To Add new customers in bulk, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, click Bulk Import tab to add new customers, the Bulk Import page is displayed.
  4. On the Bulk Import page, select the provider from the drop-down list.
    Note: The current release of JSDN supports Microsoft Cloud Solution Providers.
  5. Click Import. Once the bulk import process is successfully done. The customer accounts and the users within the account and subscriptions associated to the users are created at JSDN Platform. The newly registered customers will be notified through an email.
  6. Once the customer account is created, they can login to the store portal and start consuming the services and manage services.
    Note: If the bulk import process is successful/fail, please refer to the status file to know the exact reason.
    • If the bulk import process is failed during Customer creation in JSDN, you can re-try importing the customer again.
    • If the bulk import process is failed while assigning subscriptions or licenses to the customers in JSDN, then please contact your administrator for support.

Suspend Customer Account

When you suspend a customer account, the customer can no longer login to their account, until their account is activated. Note that the services that have been assigned to the user(s) of the customer company will remain assigned until changed.

When you activate or suspend an account, an e-mail notification goes out to the customer administrator notifying the recipient of the action on their store. To suspend a customer account, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page displays a list of your customers. Find the customer, you want to suspend and, from the Actions column, click the Suspend icon.

    The Status column displays the customer company’s status as Suspended.

Activate Customer Account

When you activate a customer account, the customer company’s user(s) can access the services that have been assigned to them.

When you activate or suspend an account, an e-mail notification goes out to the customer administrator notifying the recipient of the action on their store. To activate suspended customer account, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page displays a list of your customers. Find the customer, you want to activate and, from the Actions column, click the Activate icon. The Status column displays the customer company’s status as Active.

Delete Customer Account

You can login to a customer’s store account via proxy and administer your customer’s account on behalf of your customer. To administer your customer account, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page displays a list of your customers. Find the customer, you want to delete and, from the Actions column, click the Delete icon. A confirmation message is displayed. Click OK.
    Note: You can only delete customer accounts those are in Suspended status.

Administrate Customers via Proxy

You can login to a customer’s store account via proxy and administer your customer’s account on behalf of your customer. To administer your customer account, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page displays a list of your customers. Find the customer you want to manage and click Proxy (from the Proxy column), against the customer entry. You will be automatically logged into your customer’s store account.
  4. You can manage the following tasks through proxy:
    • Manage Orders
    • Manage User(s)
    • Manage Store Branding
    • Configure Cloud Vendor Settings and Viewing IaaS Dashboard page

Unsubscribe Service Subscription

To unsubscribe services subscriptions for your customers:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page displays a list of your customers. Find the customer you want to manage and click Proxy (from the Proxy column), against the customer entry. You will be automatically logged into your customer’s store account.
  4. On the Subscriptions menu, click Manage Subscriptions. On the Manage Subscriptions page, place the mouse pointer over the subscriptions, then click Unsubscribe.

Manage Customer Orders

This section explains how to manage orders placed by your customers. On the Order Management page, you can view and edit the orders placed by your customers. This page lists all the orders placed by your customers.

To specifically manage the orders placed by an individual customer, you will need to proxy into that customer’s account. The date and time shown on the order screens are based on the logged-in user’s time zone.

Manage Multiple Customer Orders via Proxy

You can view, edit and manage the orders placed by your customers from a single location; your store’s Order Management page.

To view and manage orders placed by all your customers, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Order Management tab. The Order Management page is displayed.
  3. On the Order Management page displays a list of the orders placed by your customers.
  4. The Order Management page allows you to search for the orders. You can use the Search feature to search for a particular order:
    1. On the Order Management page, by default, a list of all orders placed for your company is displayed.
    2. In the Search Orders field, type the first three letters of a users’ last name.
    3. From the Select One drop-down, choose a filter option:
      • Created/Ordered by: (users) Last Name
      • Item Name
      • Ordered For Company ID
      • Ordered For Company Name
      • Order Number
    4. Enter the appropriate information in the text field and then click Go. The Order Management page displays the search results.
    The following table lists the columns that are displayed in the Order Management table:
    Table 2. Order Management
    Field Description
    Order Date The date on which the order was entered into the system. The time displayed is based on the users’ time zone.
    Order Number System assigned Order ID
    Ordered for Company Name Name of the Company which placed the order.
    Ordered for Company ID ID of the company which placed the order.
    Created/Ordered By User or company who created the order.
    Status
    • Deleted
    • Fulfilled
    • In Progress
    • Partially Fulfilled
    • Approval Pending
    • Saved
    • Payment Required
    • On-Hold
    • Rejected
    Action The Actions column of the Order Management page allows you to execute the following actions. Each action is executed by clicking its icon, as described below:
    • View Order
    • Modify Order
    • Place Order
    • Delete Order
    • Cancel Order
    On the Order Management page, you can also do the following:
    • View Orders and Order status
    • Search for Orders
    • Filter the Orders view based on filter criteria
    • View Order details
    • Edit Order
    • Place Order
    • Delete Order

Manage Customer Orders via Proxy

All customer orders are managed by the Customer administrator from the store. To manage a specific customer orders, you must login to the customer’s account via proxy. This section describes how to proxy into a customer’s account and manage orders.

The store administrator must perform the following tasks to manage customer orders:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, click on Proxy in the Proxy column for managing customer orders.
  4. On the Orders menu, click Manage Orders. The Order Management page is displayed.
  5. The Order Management page displays all the orders placed by that specific customer. Click appropriate action against the order you want to manage.

Edit Customer Orders

You can edit a Saved Order. Once the order is placed, the order cannot be edited.

To edit saved orders placed by all your customers, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Order Management tab. The Order Management page is displayed.
  3. On the Order Management page, find the order you want to modify and click the Modify icon. The Edit Order page comprises the following three tabs:
    • Edit Order: Order Details
    • Edit Order: Item Details
    • Edit Order: Order History
  4. Edit Order Details page: On this page you can view a summary of your order details, such as order number order status, payment details and so on.
  5. Edit Order: Item Details page: This page provides item-level details such as order quantity, price, total, discount and so on. You can edit the orders displayed under Item Details tab.
    Note: The Reseller Order Reference code and Customer Order Reference code can be edited only for the orders those are in Partially Fulfilled, Pending Approval or Saved status.
  6. Edit Order > Item Details page: On this page, you can do the following:
    1. Service Activation Date: Click the Calendar icon to select the date on which you want your selected services to be activated. The service activation date is the date on which your order will be fulfilled.
    2. Update the Quantity field if required. You can use this field to order more service subscriptions. However, for fulfilled or partially fulfilled orders, you will only be able to view the items details.
      Note: As an administrator, you can do item level cancellation only if the item in Partially Fulfilled status.
    3. Order Date: You can update the order date. Click the Calendar icon to change/modify the date.
    4. Apply Promotion: Click the Apply Promotion icon to apply promotions to the service offer. This icon is displayed only if a promotion is associated to the service offer.
      Note: You must have valid promotion code, to apply promotion to the service offer.
    5. Issue Discount: Click the Issue Discount icon to issue discount for the corresponding service within the order. Refer to Issue Discount for more information.
    6. Request For Discount: Click Request For Discount to request discount from the marketplace administrator for the corresponding order. Refer to Request For Discount for more information.
    7. Save and Send Quotation: After applying the discount, click Save and Send Quotation to send the discount information to the customer for the saved order. Refer to Discounts for more information.
  7. Click Save to save your order information (in the case of a saved order only).
  8. Click Exit to quit the page. The following table lists the form fields that you can see on the Edit Order: Items Details page:
    Table 3. Edit Order - Item Details
    Field Description
    Item List of purchased service offers.
    Unit/Cycle The unit/cycle that is billed for your service item, for example, per user / per month.
    Recurring Fee The fee towards the service.
    Quantity The number of subscriptions ordered against each offer in your order.
    New Total Quantity The total number of subscriptions that have been ordered after editing.
    Total The total cost incurred for the payment cycle.
    Activation Date The date on which the service will be activated. Service activation date can be applied both at the order and item levels.
    Actions
    • View: Displays the order details
    • Apply Promotion: Click Apply Promotion to apply a promotion.
    • Issue Discount: Allows to issue discount for a specific service in order.
    • View Status Details: The possible error and action required to correct any issues that occurred while processing the order.
    • Edit: This icon is visible only in the case of a saved order.
  9. Edit Order: Order History page: On this page, you can view your order history and the status of each order that you have placed.

Order Flow

This section describes how the system processes orders and the flow of events that takes place from the placing of an order to its fulfillment. When an order is placed, the order status changes from placed to fulfilled.

To edit saved orders placed by all your customers, do the following:
  1. A service is ordered.
  2. If the order is set for automatic provisioning, the status is immediately set to In Progress.
  3. If the order requires administrator intervention for any reason, the order is on hold and requires manual intervention. The following order status appears on the Order Management page:
    • Saved: The order has not been completely placed and has been saved temporarily. For example, the order can be set to saved status when the customer requests for discounts. Once the discounts have been applied, the order can be processed and the order changes to fulfilled state.
      Note: While the order is still in a pending status you can cancel the order. However, the rejected order will still appear in the system for future reference with status as Deleted or Rejected.
  4. When the issue is resolved, the order status changes to In Progress. The order is then processed and the order status changes to one of the following:
    • Partially Fulfilled: Part of a multi-service order has been processed. The order will remain in this status until the entire order is processed.
    • Fulfilled: The order is complete and available for use.
  5. If the order has been placed on hold or has any errors, you can view the order detail by clicking the View icon against the order that’s been put on hold. The View Errors panel is displayed with the error information and corrective action.
    Note: In more cases, an error requires administrator intervention.

Place Customer Orders

Placing Orders on behalf of your customers via proxy. While placing an order for your customer, you can choose to either buy the service outright or opt for a trial option. If you choose to try the offer, you will not be asked to pay. However, note that trial periods are fixed. The period for which you can try an offer will be notified to the customer via e-mail. If you want to continue using your trial service, you will need to confirm the customer’s order before the trial period expires. The customer will be notified of the trial expiration date.

You can place an order for the following kinds of services:

  • A service that has a trial promotion associated with it.
  • A service that does not have a trial promotion associated with it.

If you choose to purchase a service offer that has a trial promotion associated with it, you will be able to use the offer for free during the trial period. However, once the trial period is over, the service offer charges will be billed to you, using your preferred billing method on file.

The procedure that you need to follow to purchase a service is the same for both scenarios. This section describes how you can place an order for a service offer.

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, find the customer on whose behalf you want to place an order.
  4. From the Proxy column, click the Proxy link to login to the customer’s account. You will be navigated to the Customer’s account in the store.
  5. On the Subscriptions menu, click Catalog. The store’s Catalog page is displayed.
  6. From the catalog, select the service that you want to order for your company. Click the More Info link to view detailed service information. Information on the service offers that are associated with the service and technical information relevant to the service offer will be displayed.
  7. Click Add to Cart against the offer that you want to buy. Your offer is added to the Shopping Cart.
  8. On the Shopping Cart page, update the Quantity field with the number of subscriptions you want.
  9. If a promotion code is associated to the service offer, the Apply Promotions icon is displayed in the Actions column.
  10. To apply a promotion to your order, click the Apply Promotions icon from the Actions column. The Apply Promotion window is displayed. If you have a special promotion code from your store, provide the code in this window and click Apply Promotion and then Return to Cart to return to your shopping cart.
  11. On the Shopping Cart page, click Secure Checkout to proceed with your order. The Review Order page is displayed.
  12. On the Review Order page, review your order and decide what you want to do with it. The following options are available:
    • Click Place Order to continue with order completion.
    • Click Save Order to save your order for now. You can place your order from the Order Management page at a later time.
    • Click Continue to go back to the catalog. Your selected offer will be stored in your shopping cart while you browse.
    • Click Cancel to exit the shopping cart. If you exit the shopping cart, the order management process is stalled. However, the selected service will be retained in the cart for future processing.
    • Service Activation Date: Click the Calendar icon to select the date on which you want your selected services to be activated. The service activation date is the date on which your order will be fulfilled.
    • View Promotion: Click the View Promotion icon to view the associated promotion. View Promotion icon is displayed only if a promotion is associated to the service offer.
  13. Click Place Order to proceed with order completion. The Terms and Conditions page is displayed.
  14. Select the Accept radio button and click Continue to proceed.
  15. If the service that you purchased requires additional information, the Additional Information page will prompt you to provide that information now.
  16. Proceed the necessary details and click Finalize to proceed to the Order Receipt page.
  17. Your order is now completed. On the Order Receipt page, click Manage Orders to manage the orders you have placed. Click Manage Services to manage the services you have purchased.
    Once your order is complete, you will receive an e-mail with order confirmation details. Once the service is provisioned, you will receive another e-mail, informing you of order fulfillment, including information on how to use the service.
    Note:

    When a customer requests for discount on the recurring fee or on the setup fee, you need to send a Request for Discount to the marketplace administrator. Refer to Issuing Discount for more information.

Discounts

When a customer requests for discount, you must send a Request for Discount to your administrator. Once the request for discount is approved, you can issue the discount to your customer, who requested for it. Please note, that the discounts can be offered on the recurring fee or the setup fee only. As an administrator, you can request for discount on behalf of your customers, and pass it on to your customers.

Issue Discounts

When your request for discount is approved by your administrator, you can go ahead and pass it on to the customer who requested for it.

To issue discount, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Order Management tab. The Order Management page is displayed.
  3. On the Order Management page, click the Modify icon against the order you want to request discount.
  4. On the Order Management page, click Modify next to the saved order for which you want to issue custom price. On the Edit Order > Item Details section, click the Issue Discount icon next to the service for which discounts should be issued.
  5. On the Apply Discounts window, you can view discount on the wholesale fee.
  6. If you want to issue discount on Setup Fee, select Setup Fee from the Setup Fee drop-down list. Enter the Setup Fee discount in the corresponding text box. If you want to issue discount on Recurring Fee, select Recurring Fee from the Apply Discount drop-down list. Enter the Recurring Fee discount in the corresponding text box. Click Apply. If the discount is calculated on the New Price then the new price is displayed in the Retail Price / Unit column or if the discount is calculated on percentage then the new percentage is displayed in the Special Price(%) column.
  7. The discount and margin percentage calculated is displayed in the respective columns. The Total Price column displays the total price for the term.
  8. Click Save to save discount. A confirmation window is displayed. You have to provide the date by when the discount should expire and description about the discount.
  9. On the Edit Order > Item Details page, click Save & Send Quotation.
  10. An e-mail notification is sent to the customer with the discounted recurring price. After availing the discount, the customer can place the order.
Request Discounts
To request for a discount on behalf of your customer, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Order Management tab. The Order Management page is displayed.
  3. On the Order Management page, click the Modify icon against the order you want to request discount.
  4. On the Order Management page, click the Edit icon against the order for which you want to request a discount.
  5. On the Edit Order > Item Details page, click Request For Discount.
  6. On the Request Discount page, provide relevant comments in the Comments field.
  7. Click Send Request to send an e-mail request to your administrator.

    After the request is approved by your administrator, you can issue the discount for the order

Configure Cloud Providers

You need to configure the cloud (IaaS) provider account settings in your customer’s account. You can proxy into a customer’s account and configure the customer’s cloud provider account settings.

To configure cloud provider account settings, do the following:
  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, click the Proxy link to login to the customer’s account. You will be navigated to the Customer’s account in the store.
  4. In the store portal, navigate to Manage > Cloud Service Credentials page. The Cloud Service Credentials page is displayed.
  5. Click Add Cloud Service Credentials.
  6. The Add Cloud Service Credential window is displayed.
  7. Select the cloud provider from the Cloud Provider list.

    You need to configure settings for each vendor account.