Create a plan for end users

[This topic is pre-release documentation and is subject to change in future releases. Blank topics are included as placeholders.]

After you have deployed and configured the Service Management portal and API and provisioned services, the final step in the initial set up is to create plans to offer services to your end users.

Plans include one or more provisioned services and are used to distinguish collections of service offerings that you want to make available for end users to subscribe to. You must create at least one plan and configure the plan as “Public” before end users can subscribe to services that you have provisioned.

To create a plan

  1. In the Administrator portal, click New at the bottom of the screen. Click Plans, and then click Create plan.

  2. Enter a name for your plan. This is the name that users will see when they sign up for the service. Click Next.

  3. Select the services you want included in this plan, and then click Next.

  4. Select any add-ons that you want to include in the plan, and then click the checkmark.

    If you have not previously created any add-ons, you can create them by clicking New, Plans, Create Add-on.

  5. On the Plans dashboard, double-click the plan name. Then, click each service name listed under Plan services to specify quotas for the service.

    If the Status of a plan service is Configured you can set service quotas as soon as you click the service name. If the Status of a plan service is Not configured, then you will need to provide configuration information for the service before setting service quotas.

  6. If Virtual Machine Clouds are part of your plan, you have to specify values for the service’s Cloud Provider and Virtual Machine Cloud before you can set quotas for the service. Click the Virtual Machine Clouds Service name to open the virtual machine clouds page. Under the basic section of this page specify values for Cloud Provider and Virtual Machine Cloud.

  7. After you select a Cloud Provider and Virtual Machine Cloud for the Virtual Machine Cloud Service, scroll down the page to set usage limits on Virtual Machine Cloud resources.

  8. Before saving usage limits you must first scroll down and specify the following required plan properties:

    • templates – A template is a library resource that consists of a hardware profile, a virtual hard disk, and an optional guest operating system profile. Templates provide a standardized group of hardware and software settings that you can use to create multiple new virtual machines configured with those settings.

    • hardware profiles – A hardware profile is a library resource containing hardware specifications that will be applied to the associated virtual machine template. A hardware profile can contain specifications for CPU, memory, network adapters, a video adapter, a DVD drive, a floppy drive, COM ports, and the priority given the virtual machine when allocating resources on a virtual machine host. Select one or more hardware profiles to be associated with the Virtual Machine Cloud plan.

    • networks – Virtual networks work like a physical network switch except that the switch is implemented in software. Virtual networks can be external, internal, or private. Select one or more virtual networks to be associated with the plan.

    After choosing the appropriate plan properties, click Save to apply your changes. If all of the plans services are configured you can click Make Public to make the plan accessible to users.

    To return to the plan dashboard page click the back arrow in the upper left of the Service Management Portal.

  9. Click Configure to specify a plan invitation code or to permit multiple sign ups per account. When an invitation code is specified, users must enter the invitation code in order to subscribe to the plan. If you enable multiple sign ups per account, then users can sign up for the specified plan more than once.

  10. If you want to display information about the plan details to end users, click Advertise. Add to the plan description, and then click Save. This information will be visible to end users when they sign up for the plan.