Product Documentation

Configuring and Managing Services

Jun 05, 2015
Updated: 2012-11-06
CloudPortal Services Manager supports a variety of services that service providers can provision to resellers and customers. Service configuration typically involves the following tasks:
  • Enable the service
  • Add credentials for accessing the servers and management tools
  • Add the servers associated with the service
  • Assign service roles to the servers
  • Add service connections to integrate the servers into the CloudPortal Services Manager
  • Assign servers to a collection (does not apply to many services)
  • Configure the service settings

The configuration steps differ for each service and are described in detail in the topics dedicated to each service.

About Service Configuration

  • Service property settings:
    • All services are enabled at both the Top Environment Services level and the Active Directory Location Services level. The service settings at the Top Environment Services level are inherited by all locations configured in the Services Manager. Typically the top level service setting defaults are sufficient and do not require modification.
    • For some services, a customer plan and/or user plan must be configured before the service is enabled at the Active Directory Location Services level.
    • To reset a service setting to the default value, clear the check box for the property and apply the change. The next time the service settings are opened, the default value for the property appears.
    • Control access to a property setting by expanding it and setting the Hierarchy Permission.
  • Credentials: You cannot remove a credential after it is assigned to a Web Service connection.
  • Servers: In most cases, server information is retrieved without any action from the service provider. A server that is outside of the hosting domain must be manually added to the servers list (Configuration > System Manager > Servers).
    Note: When servers that are not joined to the hosting domain are added to the servers list, the server appears in the list with a yellow indicator to denote the Directory web service cannot retrieve the server. The server can still be used for managing server roles and creating new server connections. When the server is joined to the hosting domain, this indicator changes to green. When adding a server that is not joined to the hosting domain to the server list, ensure the Alias field, under Server Setup, points to the server's IP address, FQDN, or DNS alias, as appropriate.
  • Server Connections: Server connections configure Services Manager with a web service that is installed on the server. If multiple web services are configured for a Web Service component, Services Manager assigns a primary and secondary web service for failover.
  • Server Collections: Server collections group multiple servers for some services, including Citrix Services, Microsoft SQL Services, MySQL Services, and Windows Web Hosting Services. If a server collection and its servers should be available to all resellers, enable Automatic reseller selection. If a server collection should be enabled by default to all customers, enable Automatic customer selection.

Services and Customer Provisioning

  • Enable customer and user plans on the root Service Provider customer's reseller service after enabling them at the Top Environment Services level and the Active Directory Location Services level. After that, the customer and user plans can be provisioned to a customer.
  • Re-provision customers after changing customer plans.
  • A service that is provisioned to customers cannot be disabled at the Top Environment Services level until it has been de-provisioned from all customers/resellers and deleted from the Active Directory Location Services level.

Applying Cost Values to Service Properties

Service providers can apply a cost value to service properties at various levels (service level, customer plan, and user plan) depending on the type of service. The values are used in monthly billing reports. Pricing values are inherited from the Top Environment Services level and overridden at the reseller and customer levels.

The Prices properties typically appear at the end of the service, customer plan, and user plan settings. The properties include a cost price and sales price. Cost price is the minimum price for a user plan. Sales price is the recommended purchase price, with a recommended value that is equal or greater than the cost price. The Prices properties for Exchange Services also include a price per mailbox value that is the unit price for mailbox usage that exceeds the agreed limit for public folders.