Product Documentation

Create and provision additional user and customer plans

Jun 05, 2015
Updated: 2013-02-11
When you configure a service for the first time, you create the initial user and customer plans that are eventually sold to Resellers and customers. However, adding more plans later does not require the same level of configuration that was required during service configuration. After the service is fully configured, you can create additional user or customer plans and:
This topic assumes the following conditions:
  • You have fully configured the services for which you are creating more plans.
  • You have at least one user plan and one customer plan enabled and available for provisioning.

Use this topic as a guide for creating more plans and making them available to Resellers and customers. For more information about configuring service-specific settings, consult the service’s configuration instructions in the Deploy services section of the Services Manager product documentation in Citrix eDocs.

To create additional user plans

  1. Create and configure a user plan for the desired service at the Top Environment Level:
    1. From the Services Manager menu bar, click Configuration > System Manager > Service Deployment.
    2. Under Service Filter (at left), select Top Environment Services and then expand the desired service.
    3. Click User Plans, enter a Name for the user plan, and then click Create.
    4. Perform any additional configuration required.
    5. Click Apply Changes, and then click Save.
  2. Enable and configure the user plan at the Location level:
    1. Under Service Filter, select Active Directory Location Services, and choose a Location Filter, if applicable.
    2. Expand the desired service, click User Plans, and then select the Enabled check box for the new user plan.
    3. Expand the new user plan and update applicable settings.
    4. Click Apply Changes and then click Save.
  3. Provision the user plan to the top Reseller:
    1. From the Services Manager menu bar, click Customers > Customer Services. Under Customer Search, enter the name of the Reseller and click Search. The specified customer is selected.
    2. Expand the Reseller service and then expand the service for which you added the new user plan.
    3. Select the Enabled check box for the new user plan.
    4. Click Apply Changes and then click Provision.
  4. Repeat Step 3 for any other Resellers in the hierarchy.
  5. Provision the user plan to the customer:
    1. From the Services Manager menu bar, click Customers > Customer Services. Under Customer Search, enter the name of the customer and click Search.
    2. Expand the desired service and click Advanced Settings.
    3. Under User Plans, select the Enabled check box for the new user plan.
    4. Click Provision.

To create additional customer plans

  1. Create a customer plan for the desired service at the Top level:
    1. From the main menu, choose Configuration > System Manager > Service Deployment.
    2. Under Service Filter (at left), select Top Environment Services and then expand the desired service.
    3. Click Customer Plans, enter a Name for the customer plan, and then click Create.
    4. Perform any additional configuration required.
    5. Click Apply Changes, and then click Save.
  2. Enable and configure the customer plan at the Location level:
    1. Under Service Filter, select Active Directory Location Services, and choose a Location Filter, if applicable.
    2. Expand the desired service, click Customer Plans, and then select the Enabled check box for the new customer plan.
    3. Expand the new customer plan and update applicable settings.
    4. Click Apply Changes and then click Save.
  3. Provision the customer plan to the top Reseller:
    1. From the Services Manager menu bar, click Customers > Customer Services. Under Customer Search, enter the name of the Reseller and click Search. The specified customer is selected.
    2. Expand the Reseller service and then expand the service for which you added the new customer plan.
    3. Select the Enabled check box for the new customer plan.
    4. Click Apply Changes and then click Provision.
  4. Repeat Step 3 for any other Resellers in the hierarchy.
  5. Verify the new customer plan is available for provisioning:
    1. From the Customer Services page, expand the desired service.
    2. In Customer Plan, click the drop-down box to view the available plans. The newly added customer plan is displayed and is available for selection.