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Druva Documentation

Manage service plans

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

This is an Early Availability draft of the documentation. This documentation is not final and it will get updated until the General Availability of the feature.   

Overview

A Service Plan is an option to provide a set of services and support to customers as applicable. Customers can subscribe to the services and support on a monthly basis or yearly basis. The administrator can configure various service plans with different configurations and assign the applicable service plans to the customer.

In the MSP portal, you can create service plans based on a specific edition. With service plans, you can:

  • Provision a customer by subscribing to a service offering/plan and track their usage.

  • Assign customers as Evaluation.

  • Package service plans with soft limits for MVP in a service offering that is being subscribed to.

  • Change the service plan of a customer at a later date.

This topic describes the following sections:

Create a new service plan

In the MSP portal, you can create multiple service plans with different combinations of editions, usage reports, and workloads.

Procedure

  1. On the main toolbar of the MSP portal, click Service Plans.
  2. On the Service Plans page, click New Service Plan.

    New Service Plan
  3. In the New Service Plan dialog box, enter or select appropriate values in all fields.

    New Service Plan Dialog
    Fields Description
    Service Plan Name

    The name of the service plan.

    You cannot change the service plan name later.

    Edition

    The edition of the service plan.

    The supported editions are Business, Elite, and Enterprise.

    Usage Report

    The frequency to view the usage report.

    The supported frequencies are Monthly, Quarterly, Half Yearly, and Yearly.

    Compliance Settings
    Workloads

    The backup workloads allowed with the service plan.

    The supported workloads are File servers, MS-SQL, NAS, Oracle, and VMware.

  4. After specifying the appropriate values in all required fields, click Save.
    The new service plan is added to the Service Plans page.

On the Service Plans page, you can open a service plan to view the service plan details and the customers who subscribed to that service plan.

Procedure 

  1. On the main toolbar of the MSP portal, click Service Plans.

  2. On the Service Plans page, click the service plan name in the Name column.
    The Service Plan details page opens.

    MSP Service Plan Details

Edit the service plan details

In a service plan, you can edit the usage report frequency and workloads for the backup.

Procedure

  1. On the main toolbar of the MSP portal, click Service Plans.

  2. On the Service Plans page, select a service plan and click Edit.

    MSP Edit Service Plan

  3. In the Edit Service Plan dialog, make the required changes.

    Edit Service Plan Dialog

    • Click the Usage Report drop-down list and change the frequency.

    • In the Workloads field, add new workloads or remove the unwanted workloads.

  4. Click Save.

Add a customer to the service plan

The Service Plan Details page provides an option to select a service plan and add new customers.

Procedure

  1. On the main toolbar of the MSP portal, click Service Plans.

  2. On the Service Plans page, click the service plan name in the Name column.
    The Service Plan details page opens.

    MSP Service Plan Details

  3. In the Customers panel, click New Customer.

  4. In the New Customers dialog box, enter the appropriate customer details. For information about fields, see Adding a customer.

  5. After adding the customer information, click Save.
    The new customer is added to the list on the Service Plan Details page. The same customer is also listed on the Customers page.

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