Partner Portal Operation Manual

Transcription

1 NTT Communications Cloudⁿ Partner Portal Operation Manual Ver.1.1 Any secondary distribution of this material (distribution, reproduction, provision, etc.) is prohibited. 1

2 Version no. Revision date Revision details Ver /7/2013 Created 1 st version. Ver.1.1 8/28/2014 Changed name from Sub Contract Management to Partner Portal. Added CSV batch DL function for amount claimed. Added descriptions of details of amount claimed to main contract. Included addition of search keys. 2

3 Table of Contents 1 Introduction P4-1) About the Partner Portal 2) What is a sub contract? 2 Operating Partner Portal P5-1) Login to the Partner Portal 2) Logout from the Partner Portal 3 Managing Main Contract P 8-1) Confirming the main contract information 4 Managing sub contracts P13-1) Searching and confirming a sub contract 2) Confirming the sub contract charges 3) Confirming the sub contract charges in a batch 4) Confirming details of usage by sub contracts that is claimed to main contract 5) Adding a sub contract 6) Suspending a sub contract 7) Resuming a sub contract 8) Terminating a sub contract 9) Login by a sub contract account (account switch) 3

4 1-1) About the Partner Portal This Operation Manual describes how to use the Partner Portal. The Partner Portal is one of the Cloud n portal functions and is offered only to the resale partners. Mainly, the following operations are available: - Confirmation of information on the main contract: You can confirm various pieces of information on the contract including the customer number. - Utilization of the Cloud n products based on the main contract: You can use various Cloud n products through the accounts tied to the main contract. - Confirmation of total charge of the main contract and the sub contracts: You can confirm the billing information from NTT Com. - Confirmation of the sub contracts: You can confirm information on the sub contracts. - Changes in sub contracts: You can make changes in a sub contract, suspend/cancel it, change (log in) to that account. You can enter the Partner Portal from the pulldown menu of the Cloud n Portal. [What is described in this Operation Manual] Cloud n Portal Sub contract management 4

5 1-2) What is a sub contract? This section describes the concept of the sub contract. The sub contract is a contract with regard to Cloud n between the resale partner and an end user. - Main contract: You can use Cloud n tied to the main contact. The total charge of the sub contracts and the main contract can be confirmed. In addition, the following tasks can be performed with regard to the sub contracts: Confirmation of information on the sub contracts Creation, suspension, restart and cancellation of a sub contract Proxy login by the sub contract account (Function name: Account switch) - Sub contract: You can use the resources and accounts linked to the sub contract and manage the information. Note, however, that you cannot see or change the other sub contract accounts and the main contract account (the main contract of the resale partner in the following example). Providing of services. Billing at wholesale prices. Various management tasks and reference to information Billing of usage fee Service provider (NTT Com) Resale partner (Main contract) [What can be performed] Use of products Management of information on main contract registration Confirmation of total charges of main and sub contracts Management of information on sub contract registration Creation, suspension, restart and cancellation of sub contracts Proxy login for sub contracts End user (Sub contract) [What can be performed] Use of products Management of accounts within contract including addition Management of registration information 5

6 2-1) Login to the Partner Portal Move from the Cloud n Portal to execute login to the Partner Portal. Login [Display from Cloud n Portal] 1 After logging in to the Cloud n Portal, select Sub Contract Management from the pulldown menu on the upper right side. 2 The Partner Portal page appears. manager 6

7 2-2) Logout from the Partner Portal Since the Partner Portal is a function of the Cloud n Portal, execute logout from the Cloud n Portal itself when you need to execute logout from the Partner Portal. 1 Select Logout from the pulldown menu on the upper right side of the Cloud n screen. 2 As you are asked if you wish to close, click OK to close. 7

8 3-1) Confirming the main contract information You can confirm the detailed information of the main contract. This is equivalent to a wholesale contract entered into between the resale partner and NTT Communications. 1 Enter the Partner Portal screen and click Details in the main contract account section. 2 You can confirm your contract, accounts and charges. To confirm the charges, select the relevant month. Contract information some@mail.adder.jp some@mail.jp Cloud n account information Confirmation of charge 8

9 3-1) Confirming the main contract information 3 The usage fees are displayed. The displayed usage fee shows the information on the sum with the sub contracts. This fee is the amount calculated based on the wholesale prices charged by NTT Com to the wholesaler. The fee of each sub contract shown here is equivalent to the amount charged by NTT Communications to the resale partner and is an indication of up to the account summary (usage fee of each sub contract). The amount claimed by the partner to the sub contract user and The amount claimed by NTT Communications to the partner with regard to each sub contract can be confirmed separately from the details screen of the sub contract. 9

10 4-1) Searching and confirming a sub contract You can search a sub contract and confirm the details. 1 For search, execute login to the Partner Portal and enter the customer number, the login ID, the account ID, the mail address or the channel ID in the search form. Customer number, account ID, etc. 2 The refined search result appears in the Sub Contract window. Search result appears. 10

11 4-2) Confirming the sub contract charges You can confirm the sub contract charges. For each sub contract, you can confirm the monthly charges over the past six months. 1 Details on the right side of the sub contract the charges of which you wish to view. 2 You can confirm the information on the selected sub contract (contract, accounts and charges). Ensure that Billing you charge to this end-user for this contract is chosen. the month the charge of which you wish to confirm. 11

12 4-2) Confirming the sub contract charges You can confirm the sub contract charges. For each sub contract, you can confirm the monthly charges over the past six months. 3 The details of the relevant contract in the specified month are displayed. 4 The details are downloadable in the PDF format. 12

13 4-3) Confirming the sub contract charges in a batch You can download the amount claimed to each sub contract in a specific month in a batch in the CSV form. 1 On the top screen of the Partner Portal, select the year and the month from the following pulldown menus and click Download charge statement. Specify year and month the charge of which you wish to download. 2 You can download the CSV file describing the total amount claimed to all the sub contracts under your management. Sample downloaded CSV YEAR MONTH CHANNEL_NA ME CONTRACT_ID RESELLER_SYSTEM_ AMOUN ID T CURRENCY BILLING_STAT US retail an A jpy fixed retail an A jpy fixed retail an A jpy fixed retail an A jpy fixed retail an A jpy fixed retail an A jpy fixed ID of contract used on Cloud n Customer number corresponding to contract ID on a 1-v-1 basis. Can be specified for creation of a contract by API. This becomes identical to the contract ID in case of creation by the Partner Portal. Amount claimed Currency used. Japanese Yen is jpy. The billing state is either estimated or fixed. Estimated means that the amount may change and fixed means that the amount is already fixed. Each row describes the amount claimed for one contract in that month. Even the row of a contract the amount claimed of which is 0 is output. The rows of the deleted contracts are not output. 13

14 4-4) Confirming details of usage by sub contracts that is claimed to main contract Of the amount claimed to you by NTT Communications, you can confirm the details of each sub contract. 1 The details you can read with this function are those items having red frames in the diagram below. (For the details having green frames, you can refer to 4-2) Confirming the sub contract charges to confirm them.) 80x2 NTTCom Partner End user 80x1 100x2 VM 100 yen VM 100 yen 100x1 End user VM 100 yen 2 Select a sub contract the details of which you wish to confirm. 14

15 4-4) Confirming details of usage by sub contracts that is claimed to main contract 3 You can confirm the information on the selected contract (contract, accounts and charges). Select Billing you were/will be charged from NTT Communications for this contract. the month of the charge of which you wish to confirm. 15

16 4-4) Confirming details of usage by sub contracts that is claimed to main contract You can confirm the charges of the sub contracts. For each sub contract, the charges over the past six months can be displayed. 4 The details of the amount claimed to you with regard to the relevant contract in the specified month are displayed. 5 The details are downloadable in the PDF format. 16

17 Adding a sub contract. 1 From the Partner Portal, click Add Contract. 4-5) Adding a sub contract 2 Enter the required information and click Next. Enter information. 17

18 4-5) Adding a sub contract 3 Confirm the contents and click Add. some@mail.jp 4 After the processing screen, the information on the created contract is displayed. Note that, as no notice including mail transmission is given to the added sub contract user, we would like the administrator to give notice to the user. 18

19 5 4-5) Adding a sub contract Making setting for the initial login by the sub contract user. (The account user should make this setting.) From the same login page as the main contract, execute login using the ID and password set in the previous step. 6 As the screen for setting of new password and birthdate appears, make the setting. Enter information. 19

20 4-5) Adding a sub contract 7 After the processing screen, Password reset complete is displayed. Portal Top to go to the portal. 20

21 9 4-5) Adding a sub contract The portal top appears. The sub contract account is available right away. 21

22 4-6) Suspending a sub contract Suspending (locking) a sub contract. Suspension applies to all the following accounts, which can no longer execute login. Note, however, that the resource of each service is not deleted. 1 Details on the right side of the sub contract to be suspended. test 2 Suspend Contract. some@mail.jp 22

23 4-6) Suspending a sub contract 3 Confirm the contract information and click Suspend. 4 After the processing screen, the account is suspended and the information on the suspended contract is displayed. Information on suspended contract ID. 23

24 5 4-6) Suspending a sub contract For the suspended sub contract, Inactive is shown in the Status field. Note that it is impossible to switch to the account(s) under the suspended contract. You can confirm by ensuring that Inactive is shown. some_login_id1 some@mail.jp 6 Ensure that login cannot be executed by the suspended account(s). Try login from the portal by the suspended account(s). 24

25 4-6) Suspending a sub contract 7 You can confirm suspension by ensuring that the Account Locked display appears. The account(s) tied to the sub contract cannot execute login unless suspension is cancelled. 25

26 Resuming a suspended sub contract ) Resuming a sub contract Details on the right side of the sub contract to resume. Status is Inactive. 2 Resume Contract. some_login_id1 some@mail.jp 26

27 4-7) Resuming a sub contract 3 Confirm the contents of the sub contract you wish to resume and click Resume. 4 After the processing screen, Contract has been resumed appears, indicating completion of the resumption process. 27

28 4-7) Resuming a sub contract 5 As for the resumed account, you can confirm that the status is now Active. You can confirm that the status is Active. 28

29 Terminating a sub contract. 4-8) Terminating a sub contract 1 If you terminate a sub contract, all the account resources under that sub contract are deleted, Once terminated, the sub contract and the account resources thereunder cannot be resumed. Therefore, be very careful when terminating a sub contract. Details on the right side of the sub contract to terminate. 2 Terminate Contract. some_login_id1 some@mail.jp 29

30 3 4-8) Terminating a sub contract Confirm the information on the contract and click Terminate. an cln The terminated contract ID and the customer number appear, indicating completion of the termination process. an an

31 5 4-8) Terminating a sub contract For the terminated sub contract, Deleted is shown in the Status field and the date and time of termination, in the Terminated on field. an an cln Status is Deleted. 31

32 4-9) Login by a sub contract account (account switch) You can switch to an account. Once you switch to the account, you can perform the same rights as the account after switch. 1 Details on the right side of the sub contract to which the account to switch to belongs. an an cln Switch account on the right side of the account to switch to. some_login_id1 some@mail.jp 32

33 3 4-9) Login by a sub contract account (account switch) Switch. 4 The portal of the target account appears. * The administrator s login ID is displayed in the Welcome xx field. The displayed account ID is the target account s. To terminate switch, you need to execute logout once. 33