Product Documentation

About This Release

Jun 05, 2015
Updated: 2013-05-07

The CloudPortal Services Manager is data-center installed software that enables you to host, sell, and resell hosted applications and related infrastructure. Managed through a web browser, the control panel is a scalable environment for service providers and resellers who provision and manage customer solutions.

Service providers can:
  • Create their own Customers and Reseller Customers
  • Configure, provision, and assign Services to Customers and Resellers

Customers of Service Providers can assign provisioned Services to Users.

Reseller Customers can:
  • Create Customers
  • Assign provisioned Services to Customers
  • Manage Users
  • View reports
Customers of Resellers can:
  • Create and manage Users
  • Assign provisioned Services to Users
  • View reports

A Customer is a container that can consist of:

  • An Administrator who can manage Users, and provision and manage Services
  • Services that can be made available (that is, provisioned) to Users
  • Users who consume one or more Services assigned to them
  • Other Customers (known as Resellers or tenants) who can provision Services to Users

When you create a Customer, you specify the customer location (that is, customer domain) and any advanced properties. Advanced properties can include password expiry rules, optional Active Directory organizational structure, and service security roles. You can select one or more security roles to enable the customer to administer available services.

Understanding Services Manager Deployment

A CloudPortal Services Manager deployment includes the following core components (server roles) that you install and configure:
  • The Web Server hosts the control panel’s web interface and API services. The control panel is the primary user interface for service providers, resellers and end-customer users. The customer administrator can manage the organization’s users and associated services within the same system. Users can perform administrative and self-service tasks that have been delegated to them. Provisioning requests are sent from the Web Server to the Provisioning Engine through a Microsoft Message Queue.
  • The main system databases are the Microsoft SQL Server repositories for user, customer, and configuration information. Several system databases are automatically created when you install and configure the server roles. The Services Manager Reporting Service uses Microsoft SQL Server Reporting Services.
  • The Provisioning Engine performs all provisioning tasks. It expedites requests from the Web Server and automates managed services and resources.
  • The Directory Web Service provides the Web Server with function calls related to Active Directory, such as user authentication, user account status inquiries, user enabling and disabling, and security group management.
  • The Data Warehouse performs scheduled storage of historical data from the main system database, and manages the creation and sending of usage and billing reports.
  • The Report Mailer gathers anonymous usage data and emails usage reports to the Citrix license monitor. Customer and user information is not transferred, only the number of customers and users-per-service.

Deployment begins with preparing your environment. Next, install and configure the server roles. Then install, configure, and provision the Services Manager web services, such as Exchange, SharePoint, Virtual Machine, BlackBerry, and IIS.