Administrator Guide

This guide is designed for Billing System Administrators and describes a common structure and a set of tools that are necessary to manage the Billing System.

1. Account Settings

1.1. Administrator Sign In / Sign Out

Open the Billing System authorization page, enter your username/password and click on the Sign in button. The page that contains a list of current active Customers opens (Figure 1).

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Figure 1. Sign in

If you need to reset your password, visit the authorization page and click the Forgot? link. A message with the password recovery instructions will be sent to the specified email address (Figure 2).

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Figure 2. Reset the password

To sign out, click the Administrator name in the upper-right corner of the page and select the Sign out option in the dropdown list (Figure 3).

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Figure 3. Sign out

To reset your password, click the Administrator name in the upper right corner of the page, select the Sign out option in the dropdown list and follow the instructions described in Section Administrator Authorization.

1.2. Selecting UI Language

Click on the icon in the upper right corner of the page and select the language in the dropdown list (Figure 4).

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Figure 4. Language

2. Start Working

The home page in the sidebar menu contains the following UI elements:

  1. Sidebar menu:
  • Customers;
  • Services;
  • Plans;
  • Users;
  • News;

2. Info unit that displays additional functionality depending on the selected menu item;

3. Auxiliary form that displays additional content depending on the selected menu item.

2.1. Customers

The Customer - a person or a company that signed a cloud services contract with the Cloud Provider.

The Billing system ensures a trial and a production period. The trial period is offered to Customers to test the Cloud resources and functionality within a certain time period (N days) or with an offered certain sum (X) in certain currency that is transferred to the Customer’s account. After the trial period is over, the Customer starts to work in the working mode and uses Cloud resources on a fee-paid basis.

Note

Parameters N and X are set in the Billing System settings.

Note

After the trial period is over, all data about the Customer’s transactions are deleted.

2.1.1. Creating Customer Account

In the sidebar menu, select the Customers item, click on the New customer button. At Step 1 – Data, enter the necessary information and click on the Continue button. At Step 2 - Contacts select and enter the Customer’s contact information and click on the Continue button (Figure 5).

The Customer’s data are saved and available on the customers list.

Note

To make the process more comfortable, the customer creation feature is available on all pages of the Customers menu. You just need to click on the icon at the top of the page.

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Figure 5. Creating a new customer

2.1.2. Editing Customer Data

In the sidebar menu, select the Customers menu, select the Customer’s account on the customers list. The Billing System allows users to edit only the Customer’s contact information in the tab Information.

Fill in the necessary info or edit the information in the fields.

In the Save changes? window, click on the Save button (Figure 6).

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Figure 6. Editing customer data

2.1.3. Reset Customer Password

In the sidebar menu, select the Customers item, select the Customer’s account on the customers list. Under the Contacts tab, click on the Reset password button (Figure 7).

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Figure 7. Reset the password

A message containing the password reset notification and a link to the authorization page is sent to the email address indicated by the Customer.

2.1.4. Archiving Customer Account

Customer accounts archiving is used to hide accounts of inactive customers from the list of active customers (the transactions history of such customers is stored in the System).

In the sidebar menu, select the Customers item, select the Customer’s account on the customers list. Under the Information tab, click on the Send to archive button (Figure 7).

2.1.5. Switching Working Mode for Customer Accounts

In the sidebar menu, select the Customers item, select the Customer’s account on the customers list. Under the Information tab, click on the Working Mode button. In the Save changes? window, click on the Save button (Figure 7).

2.1.6. Locking Customer Accounts

In the sidebar menu, select the Customers item. Select the customer account on the list. Under the Information tab, click on the Lock button. Enter the locking reason in the corresponding field and click on the Lock account button (Figure 7).

Customer Account Auto-lock Settings

In the sidebar menu, select the Customers item. Select the customer account on the list. Under the Notifications tab, in the Lock account if balance lower than field specify the minimum balance sum (Figure 9). If this value is exceeded, the customer account will be automatically locked.

2.1.7. Searching for Customer Accounts

In the sidebar menu, select the Customers item. In the upper left corner of the page, click on the magnifier icon. In the search section, on the filter list, select any criteria to search for customer accounts The page displays a list of search results (Figure 8).

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Figure 8. Seach the customer

Or you can enter a plan name / customer name and hit the Enter key. The page displays a list of search results.

2.1.8. Setting Up Subscription Notifications

In the sidebar menu, select the Customers item, select a customer account on the list. Under the Notifications tab, in the Customer subscriptions form, move the sliders to the necessary position near the Customer’s name (Figure 9).

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Figure 9. Setting up subscription notifications

2.1.9. Adding Funds / Debiting Customer Accounts

After the Customer adds funds to the balance in the Personal Account, the sum is transferred to the internal account of the Billing system.

In the sidebar menu, select the Customers item, select the customer account on the list. Under the Account tab, specify the recharge / debiting sum and add a comment for the transaction. Click on the Add or the Debit button (Figure 10).

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Figure 10. Add funds / Debit

2.1.10. Generating Reports for 1C Accounting Application

In the sidebar menu, select the Customers item, select the customer account on the list. Under the Report tab, select a time period (week, 2 weeks, month, year) for a report. You can also customize a time period by clicking the calendar icon and selecting the necessary dates. Select the necessary report format in the dropdown list and click on the Create report button (Figure 11).

To generate a detailed report that contains the comprehensive information on the resources used, check the Detailed box.

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Figure 11. Generating reports

2.1.11. Viewing Customer Transactions History

In the sidebar menu, select the Customers item, select the customer account on the list. Under the History tab, select a time period (week, 2 weeks, month, year) for a report. You can also customize a time period by clicking the calendar icon and selecting the necessary dates. A table that lists transactions history, dates and comments is displayed (Figure 12).

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Figure 12. Transactions

2.1.12. Viewing Quotas for Cloud Resources

In the sidebar menu, select the Customers item, select the customer account on the list, then select the Resources Quotas tab. Create a new template for resource quotas or choose the existing one and enter the necessary data in the fields (Figure 13).

If some changes were introduces, in the pop-up window, click on the Save or Cancel button.

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Figure 13. Resource quotas

2.1.13. Changing Customer’s Plan

In the sidebar menu, select the Customers item, select the customer account on the list, then select the Plan tab. In the opened window, select the plan’s name that will exchange the current customer’s plan. To immediately change the plan, click on the Change now button.

To change the plan by schedule, click on the Change later button. A special form to enter the dates appears. Fill in the fields and click on the Schedule plan change button (Figure 14).

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Figure 14. Change customer’s plan

2.1.14. Viewing The Plan History

In the sidebar menu, select the Customers item, select the customer account on the list, then select the Plan history tab. Select a time period (week, 2 weeks, month, year, all time) for a report (Figure 15).

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Figure 15. Plan history

2.1.15. Changing The Openstack Horizon/Skyline Console

In the sidebar menu, select the Customers item. Select the customer account on the list. Under the Information tab, select the type of the console in the dropdown menu (Figure 16).

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Figure 16. Changing the console

2.2. Services

Service - cloud resources used by the Customer for which the Cloud Provider charges the Customer.

2.2.1. Creating New Services

In the side bar, select the Services menu and click on the New Service button at the top of the page. Fill in the necessary fields and select the necessary options in the dropdown lists. Click on the Create button. A new service is saved and available on the services list (Figure 17).

Note

Some fields need to be filled out in Russian or English.

Note

The service creation feature is available on all pages of the Users menu. You just need to click on a corresponding icon at the top of the page.

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Figure 17. Creating a new service

2.2.2. Viewing Service Parameters

In the sidebar menu, select the Services item. Select a service in the list. An auxiliary form opens under the Parameters tab. The form contains additional info on the service (Figure 18).

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Figure 18. Service parameters

2.2.3. Viewing Service’s Plan

In the sidebar menu, select the Services item. Select a service on the list. An auxiliary form opens. Select the Plans with this Service tab (Figure 19).

The tab lists all plans that include this service as well as the number of customers who use this plan.

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Figure 19. Service parameters

2.2.4. Sending Service To The Archive

In the sidebar menu, select the Services item. Select a service in the list. An auxiliary form opens under the Parameters tab. Click on the Send to archive button (Figure 18).

2.3. VM Templates

2.3.1. Creating VM Templates

In the sidebar menu, select the VM Templates item, click on the New template button (Figure 20).

An auxiliary form opens. Enter the requited information and click on the Create button.

Note

Some fields need to be filled out in Russian or English.

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Figure 20. Creating VM template

2.3.2. Viewing VM Template Parameters

In the sidebar menu, select the Services item. Select a template in the list. An auxiliary form opens under the Parameters tab (Figure 21). The form contains additional info on the template.

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Figure 21. VM template parameters

2.2.3. Viewing VM Template’s Plan

In the sidebar menu, select the VM Templates item. Select a template on the list. An auxiliary form opens. Select the Plans with this template tab (Figure 22).

The tab lists all plans that include this template as well as the number of customers who use this plan.

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Figure 22. VM template plans

2.4. Plans

2.4.1. Creating Plans

In the sidebar menu, select the Plans item, click on the New plan button.

An auxiliary form opens. At the Step 1 – Information stage, fill in the fields or select the existing plan and click on the Continue button (Figure 23).

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Figure 23. Creating a new plan

At the Step 2 – Services stage, select the necessary services in the dropdown lists. In the Services added to the plan section, specify resources volume used on an hourly basis. Click on the Save button. The plan is saved and is now available on the plans list (Figure 24).

Note

A special + icon to create a new plan is available on all pages
of the Plans menu.
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Figure 24. Creating a new plan

2.4.2. Viewing Plans History

In the sidebar menu, select the Plans item. Select a customer on the list. Select the History tab in the opened form. The page displays a table that lists all actions, dates and Customers names who performed these actions (Figure 25).

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Figure 25. Plan history

2.4.3. Archiving Plans

The feature is used to archive plans that are not assigned to Customer’s accounts.

In the sidebar menu, select the Plans item, select a plan on the list. Under the Information tab, click on the Send to archive button (Figure 26)

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Figure 26. Archiving plans

2.4.4. Creating Plans Based on Existing Templates

In the sidebar menu, select the Plans item. Select a plan on which base you need to create a new plan. Under the Information tab, fill in the fields and click on the Create a plan based on this one button (Figure 26).

A new plan based on the existing one is created and is displayed on the plans list.

Note

The functionality is also available when you create a new plan (see Section Creating Plans).

2.4.5. Assigning Default Plans

In the sidebar menu, select the Plans item. Select a plan on the list and open the Information tab. Fill in the fields and click on the Assign as a default plan button (Figure 26).

2.4.6. Viewing Adding Services

In the sidebar menu, select the Plans item. Select a plan on the list and open the Services tab. The page displays a list of services added to the plan and their pricing (Figure 27).

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Figure 27. Adding services to the plan

2.4.7. Adding Customers to a Certain Plan

In the sidebar menu, select the Plans item. Select a plan on the list. Open the Plan customers tab. Check the boxes next to the customers and click on the Add to the plan button (Figure 28).

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Figure 28. Adding customers to the plan

2.5. Users

The User - is an employee who has access to the Billing System.

2.5.1. User Roles in Billing System

Table 1 describes user roles in the Billing System. For more info about assigning roles to a new or existing user, see Section Creating User Profile.

Term Description
Administrator Full access and read/write rights.
Business Manager Performs analysis of the current plans, adds new plans and services. Has full access and read/write rights (except for the system settings and editing customer profiles).
Account Manager Decides if a user account is approved after the user registers in the System. The Account Manager approves and assigns plans but cannot create/edit/delete a plan or a service. Has partial access and partial read/write rights.
Tech Support Engineer Performs technical support. Has a partial access and read rights.

2.5.2. Creating User Profiles

In the sidebar, select the Users menu, click on the New user button.

Enter the required information, select the role on the list and click on the Create button.

A message with the generated password and registration information is sent to the indicated email address.

To open the Authorization page, the User follows the link in the message. To enter Personal Cloud Account, the User clicks on the Enter button (Figure 29).

Note

User roles available in the Billing system are described in Section User
Roles in Billing System.

Note

The user creation feature is available on all pages of the Users menu.
You just need to click on a corresponding icon at the top of the page.

Note

You can reset the password when you first sign in the Billing System.

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Figure 29. Creating a new user

2.5.3. Editing User Profiles

In the sidebar menu, select the Users item. On the users list, select a user profile that needs to be edited, enter and select the necessary data. In the pop-up menu, click on the Save button. The user data are changed and available on the users list (Figure 30).

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Figure 30. Edit a user profile

2.5.4. Archiving User Accounts

In the sidebar menu, select the Users item. On the users list, select a user profile and click on the Send to archive button (Figure 31).

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Figure 31. Archieving user account

2.6. News

2.6.1. Creating News

In the sidebar menu, select the News item and click on the Create news button. A special form to create the news opens in the right part of the page. Enter the news title and text and click on the Create button (Figure 32).

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Figure 32. Creating news

2.6.2. Editing News

In the sidebar menu, select the News item and select the news on the news list. Enter changes in the news text and click on the Save button in the Save changes? window (Figure 33).

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Figure 33. Editing news

2.6.3. Publishing / Withdraw News from Publication

In the sidebar menu, select the News item and select the news on the news list. In a special form that opens in the right part of the page, click on the Publish news button to publish the news or the Delete news button to delete the news completely from the list (Figure 33).

To hide the news from the list of the news visible to the users, select the news title on the list and click on the Withdrawn from publication button in the form that opens in the right part of the page.

2.6.4. Deleting News

In the sidebar menu, select the News item and select the news on the news list. A special form to edit/publish/delete the news opens in the right part of the page (Figure 33).