Parallels Business Automation

Transcription

1 Parallels Parallels Business Automation Change Log Revision (c)

2 ISBN: N/A Parallels 660 SW 39th Street Suite 205 Renton, Washington USA Phone: +1 (425) Fax: +1 (425) Copyright 2009, Parallels, Inc. All rights reserved Distribution of this work or derivative of this work in any form is prohibited unless prior written permission is obtained from the copyright holder.

3 3 Contents Preface 6 Documentation Conventions...6 Typographical Conventions...6 Feedback...7 New GUI 8 Product Management 9 One Time Fee Items...10 SSL Certificates...10 Included Amount Provisioning of Supplementary Gates Resources...10 Executing External Scripts on Provisioning...11 Service Plans Management...11 Default Service Plan Periods...11 Service Plan Creation Wizard...11 Subscription Periods Mass Editing...12 New Placeholder for Service Plan Name...12 Cancellation Fee...12 Store Management 13 Force Customer to Log In Before Showing Service Plans...14 Ability to add Return URL to Redirect...14 New Template for Navigation Path...14 Show Link to Proxy Store Configured Through POA...15 Redirect Customer From HTTP to HTTPS...16 Ability to Log In at Any Step of Usage Scenario...16 Pre-Loader Icon...16 New Values for State/Province Field...16 Export and Import of Store Packages...16 SaaS Sales Through Online Store...17 Domain is added to the cart without additional selections...17 Subscriptions Management 18 Subscription Credit Terms Reassignment...18 Subscription Grace Period Calculated Starting From Current Date...18 External Systems 19 SSL Certificates Gate...19 Domain Management Redesigned...20 DNS Management Redesigned...20 New in Licenses Management 21 Key Administrator Plug-In Redesign...22

4 Add Licenses Without Subscription...22 Licenses Bulk Import...23 Assign License to Subscription Manually...23 Licenses Synchronization...23 License Features are Managed by Groups...24 Licenses Upgrade Wizard...24 Domains Management 25 New Domains Management Scheme...26 WHOIS Plug-In...27 Alternate Domain Availability Checker...27 Registrars Added...27 Registrar Plug-Ins Using Transport Improvements...28 Deleting Processed s Received from Registrar...28 Domain Rejection Rules...29 Domain Transfer Between Subscriptions...29 Domain Renewal Period Validation...29 Using Custom Domain Contacts...30 Additional Layout Template for.ie TLD...30.de Zone Support for enom Registrar...30.be and.mobi Zones Support for NicLine Registrar...31.se,.fi, and.no Zones Support for EPNIC Registrar D Secure Support of PayEx...31 List of Available Values for Contacts...31 Payments Processing 32 Processing Centers Added...33 Redesign of relations between orders and AR documents...33 Bank Account Number Validation by 11test...34 Manual Approval of Payment Methods...34 Expired CC List Enhancement...34 Ability to Make Customer to Provide CC Start Date and Issue Number...35 Event Type for Payment Method Creation...35 Configuration of External Redirect Trough GUI...35 Resellers Management 37 Resellers' Stores Synchronization...37 Security and Administration 38 Control Access to Provider CP...39 Update Account Data From User...39 Allow Viewing First 4 Digits in Card Number in CC...39 Core Dumps Rotation...39 Support Authentification in AMAIL...40 Ability to Configure AD Access...40 Users Authentication Through AD...40 Trouble Ticket System 41 Trouble Ticket System Redesign...42 Accept Tickets Via Resellers Branding Includes TTS Support...43 Customers Attach Subscription Information to Trouble Ticket...43

5 Contents 5 Miscellaneous Features 44 Custom Format of Phone Number...45 Notification Categories...45 Fraud Screening Redesign...45 Promo Code Field Length Up to 2000 Symbols...46 Support of Hebraically Languages...46 Persian Calendar Support...47 Balance Option Renamed in Customer CP...47 Provisioning Parameters Classification...47 New Reports...47 Method to Update NS Information...49 PBA Installation Wizard Has Separate Groups of Components...49 Localization of Payment Method Names...49 New in PBA 4.4 for Windows 50

6 6 C HAPTER 1 Preface This section contains introductory notes and important information about typographical conventions used in this document. In This Chapter Documentation Conventions... 6 Typographical Conventions... 6 Feedback... 7 Documentation Conventions Before you start using this guide, it is important to understand the documentation conventions used in it. Typographical Conventions Formatting convention Type of Information Example Special Bold Italics Monospace CAPITALS KEY+KEY Items you must select, such as menu options, command buttons, or items in a list. Titles of chapters, sections, and subsections. Used to emphasize the importance of a point, to introduce a term or to designate a command line placeholder, which is to be replaced with a real name or value. The names of commands, files, and directories. Names of keys on the keyboard. Key combinations for which the user must press and hold down one key and then press another. Go to the Resources tab. Refer to the Managing Your Account chapter. Type a placeholder into the From field, BillingContact_ @ payflow.verisign.com SHIFT, CTRL, ALT CTRL+P, ALT+F4

7 Preface 7 Feedback If you have found a mistake in this guide, or if you have suggestions or ideas on how to improve this guide, please send your feedback to userdocs@parallels.com. Please include in your report the guide's title, chapter and section titles, and the fragment of text in which you have found an error.

8 8 C HAPTER 2 New GUI New GUI is implemented for PBA 4.4. New GUI features: new look and feel (stable, fast, user-friendly); supports Hebraically languages; new control Persian Calendar; HTTP requests are processed by Apache 2.2 for Linux and by IIS for Windows; HTML generation is performed by new component WebGate for all PA products.

9 9 C HAPTER 3 Product Management New features and improvements related to product management are described in the subsections below. In This Chapter One Time Fee Items SSL Certificates Included Amount Provisioning of Supplementary Gates Resources Executing External Scripts on Provisioning Service Plans Management... 11

10 Product Management 10 One Time Fee Items One time fee items are services sold at one-time fee, without subscription creation. The one-time fee type is set per service template. Service templates for one-time feel items are created on Dummy gate and manual services provisioning is assumed. The form for Dummy service template creation has been complemented with option: the One-time Fee Item check box has been added. Selecting this check box assigns the One-Time Fee type to a service template. The only subscription period is created automatically for one-time fee items. The subscription period duration is 0 hours. The subscription period is not subject to renewal and thus, only setup fee can be specified for one-time fee item service plans. SSL Certificates SSL certificates can be now sold in the frame of service plans. Since a special certificate service gate (CERTGATE) has been implemented in PBA, SSL certificates are sold as separate services and special certificate subscriptions are created. It is also possible to generate SSL certificate requests and private keys in store for customers. The ability of certificate request generation is defined in External Systems Director > Certificate Manager > Setup submenu of the Navigation tree. Certificates are managed in PBA using Certificate Manager added under the External System Director. Currently, PBA supports certificates provisioning via enom. Connection to enom is established via the enom Certificate Gateway plug-in. Documentation: PBA Provider's guide, Managing Certificates chapter. Included Amount Provisioning of Supplementary Gates Resources In previous version PBA could provision only additionally purchased amount of supplementary gates resources. It was required to configure resource rates for such resources with included amount set to zero as it can not be provisioned. Now, PBA provisions included amount and you can set any number of included units for such resources. The feature is used for provisioning licenses mainly.

11 Product Management 11 Supplementary gates configuration is performed under Supplementary Gates tab of each service gate. Documentation: PBA 4.4 Provider's Guide, Managing Licenses section. Executing External Scripts on Provisioning A command to execute external script can be added for services provisioned manually. New field Command is added for each operation listed in dummy service template. The path to script is specified in the Command field. When the operation (for example, Service Creation) is executed, PBA calls specified script and passes to it some parameters. Dummy template configuration is performed under the Product Director > Plan Manager > Service Templates submenu of the Navigation tree. Service Plans Management New features and improvements related to service plans management are described in the subsections below. Default Service Plan Periods Default set of service plan subscription periods added. This set can be complemented with new periods or shortened. Not needed periods can be deleted. Default plan periods are used in service plan creation wizard as a selectable list. Thus, to add a subscription period, it is enough to select one of the default ones and configure prices for it. Default plan periods are managed under Configuration Director > Sales and Financial Settings > Default Plan Periods submenu of the Navigation tree. Documentation: PBA 4.4. Provider's guide, Parallels Business Automation Configuration > Configuring Sales and Financial Settings > Configuring Default Plan Periods section. Service Plan Creation Wizard Service plans are now created with a wizard that consists of several steps: General settings. Subscription periods selection. Selected subscription periods configuration, one-by-one. Resource rates configuration. Up-sales service plan setup.

12 Product Management 12 Subscription Periods Mass Editing Service plan subscription periods can be edited all at once. To this effect the Mass Edit button has been added to the screen that displays list of subscription periods: Product Manager > Service Plans submenu of the Navigation tree, select a service plan, switch to the Subscription Periods tab. The Mass Edit option allows editing prices for all subscription periods. New Placeholder for Service Plan Name When adding a new subscription period to a service plan under Product Director > Plan Manager > Service Plans submenu of the Navigation tree, service plan settings, Subscription Periods tab, all the Description fields are pre-filled with default text that starts with the This placeholder is replaced with actual name of service plan shown in order details. We recommend you to keep using the placeholder in fees description. This allows you to always use an actual plan name, for example if you clone the service plan and change its name. Cancellation Fee New type of fee is implemented. Now customer can be charged for cancellation. The Cancellation Fee field is added to the subscription period form in service plan. The field can be filled with an amount or some formula made of placeholders and math characters.

13 13 C HAPTER 4 Store Management New features and improvements introduced to store management are described in this chapter. In This Chapter Force Customer to Log In Before Showing Service Plans Ability to add Return URL to Redirect New Template for Navigation Path Show Link to Proxy Store Configured Through POA Redirect Customer From HTTP to HTTPS Ability to Log In at Any Step of Usage Scenario Pre-Loader Icon New Values for State/Province Field Export and Import of Store Packages SaaS Sales Through Online Store Domain is added to the cart without additional selections... 17

14 Store Management 14 Force Customer to Log In Before Showing Service Plans Now it is possible to configure store in such a way that service plans are not shown to a person opening store web page, unless this person enters login and password of a registered PBA user. This feature can be enabled or disabled via a new parameter LOGIN_BEFORE_USAGE_SCENARIO under Product Director > Online Store Manager > General Parameters submenu of the Navigation tree. Select the GENERAL parameter section, from the list of parameters select the LOGIN_BEFORE_USAGE_SCENARIO parameter. Click Edit. The parameter value set to true means that all customers must log in before seeing service plan list, parameter value set to false means that no login required at first store page, but only on further steps. In addition, greeting message is always shown to a logged person. Documentation: PBA Online Store guide, Online Store General Parameters section. Ability to add Return URL to Redirect The redirects functionality has been complemented with the ability of appending a return URL to a redirect. When one is redirected from the other web page to online store (normally, to the resources purchase page, with service plan already added to a shopping cart), the return URL allows redirecting a visitor to a return URL in case he/she clicks the first step in store navigation path or an error occurs during redirect with service plan processing. Redirect with return URL can be added under Product Director > Online Store Manager > Redirects submenu of the Navigation tree. Documentation: PBA Online Store guide, Configuring Optional Settings > Managing Redirects section. New Template for Navigation Path New style is available for purchase steps in online store. The ability of selecting between steps and navigation path style is added. To this effect, the new value has been added to the store design parameter: Product Director > Online Store Manager > General Parameters submenu of the Navigation tree, select DESIGN parameter section, from the list of parameters select PATH_STYLE:

15 Store Management 15 Parameter value: steps. Coin-style steps. Parameter value: levels. Navigation path style steps. Documentation: PBA Online Store guide, Online Store General Parameters chapter. Show Link to Proxy Store Configured Through POA If PBA store is installed at proxy server through POA, the full link to store location is shown at the store synchronization settings screen under Product Manager > Online Store Manager > Synchronization Settings submenu of the Navigation tree, both in provider and reseller control panel. The field has been added to the store Synchronization Settings screen: Link to Storefront. The store URL at proxy server installed through POA. The link is readonly and serves for your reference only. Depending on account type the field displays: Provider - link to provider proxy store (if any); Reseller - link to reseller proxy store.

16 Store Management 16 Redirect Customer From HTTP to HTTPS All resellers online stores are installed as proxy ones. Access to proxy online stores is configured through HTTPS protocol. Usually, customers do not enter protocol along with domain name and by default browser accesses site through HTTP protocol. The new feature allows configuring default redirect from HTTP to HTTPS reseller online store access. Documentation: PBA 4.4 Online Store guide, Reseller's Online Store > Redirect Customer From HTTP to HTTPS section. Ability to Log In at Any Step of Usage Scenario For logged in users, the link Log in at store screen is changed to "Welcome back, <USER NAME>, the Log in to Control panel link appears and the Log out link is shown. The Log in link is shown for not authorized customers at any step of usage scenario. Pre-Loader Icon The pre-loader icon is shown during store pages loading. The current page is blocked till next page is fully loaded. New Values for State/Province Field New values for State / Province field on checkout screen are added. If selected country has states / provinces list configured, "--Make Selection--" value is displayed for State / Province field. Otherwise, "--Not Applicable--" value is displayed. Export and Import of Store Packages Online store is a set of parameters with unique ID. Exporting online store can be used to create backup copies of store parameters. Store package is exported to the <online_store_name>.zip file and saved. If, for example, online store is deleted from PBA by mistake, you can import saved parameters and reconstruct deleted online store.

17 Store Management 17 Exporting online store is performed using the Export Store button on the General tab of each online store. Importing online store is performed under the Product Director > Online Store Manager > Stores submenu using the Import Store button. Documentation: PBA 4.4 Online Store guide, Managing Online Stores chapter. SaaS Sales Through Online Store The FIRST_PAGE_HIDE_ORDER parameter is implemented to hide shopping cart on the page where customer selects applications. The parameter with true value should be added under the Parameters tab of the usage scenario. Usage scenarios configuration is performed under the Product Director > Online Store Manager > Usage Scenarios submenu of the Navigation tree. Documentation: PBA 4.4 Online Store guide, Online Store Configuration Scenarios > Selling SaaS Services section. Domain is added to the cart without additional selections Provider can offer subdomains in one zone only (for example, provider.com) and configure only one subscription period in service plan for this zone. In this case, if domain name, customer is looking, for is available, it will be added to cart automatically and customer proceeds to the next screen of usage scenario. The additional screen that offers available domain name suggestions is skipped.

18 18 C HAPTER 5 Subscriptions Management New features and improvements introduced to subscriptions management are described in this chapter. In This Chapter Subscription Credit Terms Reassignment Subscription Grace Period Calculated Starting From Current Date Subscription Credit Terms Reassignment Subscription credit terms can be reassigned both per subscription and from service plan, by synchronization. The editable field Credit Terms has been added to subscription General settings, Operation Director > Support Manager > Subscriptions, select subscription, switch to General tab, click Edit. Any of the credit terms available in PBA can be assigned. The Update Subscription Service Terms check box has been added to a service plan synchronization screen, Product Director > Plan Manager > Service Plans > select a service plan, switch to the General tab, click Synchronize. Service terms can be updated in accordance with subscriptions selection. Documentation: PBA 4.4 Provider's guide, Managing Subscriptions > Handling Subscriptions > Subscriptions Service Provisioning > Reassigning Service Terms section, and Managing Subscriptions > Handling Subscriptions > Synchronizing Subscriptions > Synchronizing Subscriptions From Plan section. Subscription Grace Period Calculated Starting From Current Date In some cases, for example if Daily Billing Process has not been ran in time or failed for some reasons, expired subscription(s) stay active instead of having been passed into Graced status. For such skipped subscriptions termination is not applicable, grace period is started from the date the Daily Billing processes them. As a result, the subscriptions skipped by Daily Billing get their grace period in any case. Documentation: not available.

19 19 C HAPTER 6 External Systems New features and improvements introduced to external systems management are described in this chapter. In This Chapter SSL Certificates Gate Domain Management Redesigned DNS Management Redesigned SSL Certificates Gate New service gate (CERTGATE) is implemented to provision SSL Certificates. Configuring SSL certificates provisioning is performed under the External Systems Director > Certificate Manager submenu of the Navigation tree. Certificate Manager consists of the following submenus: Certificates - issued certificates are listed under the submenu. Plug-ins - allows configuring plug-ins for interaction with certificate authorities. Setup - defines whether to generate SSL certificate requests and private keys in store for customers. SSL certificates are provisioned via enom. The following certificates types are supported: RapidSSL; GeoTrust QuickSSL; GeoTrust QuickSSL Premium; GeoTrust True BusinessID; GeoTrust TrueBizID with EV; GeoTrust TrueBizID Wildcard; SBS Secure; SBS Secure Plus; SBS Instant.

20 External Systems 20 Domain Management Redesigned New features related to domain management redesign are described in the Domains Management chapter (on page 25) further in this document. DNS Management Redesigned The following entities are implemented on DNS management redesign: Physical Name Server - the real server that provides DNS protocol. Physical name servers are configured under the External Systems Director > DNS Management > Servers submenu of Navigation tree. Logical Name Server - host with own A record linked to physical name server. Logical name servers are configured under the External Systems Director > DNS Management > Name Servers submenu of Navigation tree. Name Servers Set - set of logical name servers created per vendor. Name servers sets are configured under the External Systems Director > DNS Management > Name Servers Set submenu of Navigation tree. DNS Templates - provide initial zone representation to DNS system. DNS template includes: name servers set for zone, SOA records and DNS records. DNS templates are configured under the External Systems Director > DNS Management > DNS Templates submenu of Navigation tree. Zones - zones hosted on provider's name servers. Each zone is assigned to DNS template. Zones are configured under the External Systems Director > DNS Management > Zones submenu of Navigation tree.

21 21 C HAPTER 7 New in Licenses Management License Manager has been redesigned and shortly, new functionality is the following: Licenses. Real licenses are managed here. The list of licenses that appears when you open this submenu consists of records about licenses with license key issued (without license file retrieved yet) or retrieved licenses, i.e., ready to use license files. All the licenses are collected here, both the ones assigned and not assigned to subscriptions. License Classes. This submenu opens the licenses knowledge base. The information about all license classes (i.e., licensed products) is stored here, including the following: Main Feature Name. The name of unit a license capacity is measured. Billing Type. How a license is billed. This option is related only to the order of settlements between provider and Parallels KA. Settlements with customers that purchase a license are up to PBA billing. Purchase billing type means that a license is billed one time on purchase and a license expiration period depends on Parallels KA policy (typically, this period is 100 days, after this a license is to be renewed). Monthly billing type means that a license is billed monthly and renewal is required each month. Billing type is up to a client agreement concluded between Parallels KA and provider. Plug-ins. Tools used to establish connection to Parallels KA server. A number of configurations can be added on the basis of Parallels KA plug-in template. Configured KA plug-ins update list of license classes online according to a scheduled task. Documentation: PBA 4.4 Provider's guide, Managing Licenses chapter. In This Chapter Key Administrator Plug-In Redesign Add Licenses Without Subscription Licenses Bulk Import Assign License to Subscription Manually Licenses Synchronization License Features are Managed by Groups Licenses Upgrade Wizard... 24

22 New in Licenses Management 22 Key Administrator Plug-In Redesign A number of KA plug-in configurations can be added on the basis of KA plug-in template. Thus the Settings submenu under External Systems Director > License Manager submenu of the Navigation tree has been renamed into Plug-ins. Such a redesign allows creating several plug-ins configured for several Client Agreements, for example to sell different license classes with different billing type. The KA plug-in allows establishing a test connection to Parallels Key Administrator server. To this effect, the Test Connection button is added to the KA plug-in configuration view screen. The list of available license classes is uploaded automatically online right after the plug-in is configured. License classes are in Not Published status by default. The configured KA plug-in becomes Active automatically after the license classes list is uploaded. The KA plug-in can be later deactivated manually. License classes are to be published manually, per KA plug-in. In this case, all the features relevant to a license class are published automatically together with the published license class. Thus, the Published property is not longer relevant for features. Since license classes are published now per KA plug-in, the Published property has been dropped from license classes listing under External Systems Director > License Manager > License Classes submenu of the Navigation tree. The list of license classes and features is updated periodically, by a scheduled task. By default, update is performed weekly. In PBA licenses list update is called synchronization. The KA plug-in synchronization status is now shown. After license classes list update, this status allows knowing out whether any license classes are no longer supported. A KA plug-in status becomes In Sync if the updated license classes list corresponds to the one uploaded before. Not published obsolete license classes are silently removed from the list. In case some of the published license classes or features are no longer supported, the plug-in status becomes Not In Sync. In this case, the obsolete license classes or features can be known by manually synchronizing the plug-in, using the button at the plug-in configuration screen. Add Licenses Without Subscription It is possible to issue a new license without subscription and assign it to provider account. In this case, a license is stored in PBA and can be used either for provider purposes or manually assigned to a customer existing subscription. Note: It is possible to issue a license that belongs to a published license class.

23 New in Licenses Management 23 A license without subscription can be issued under External System Director > License Manager > Licenses submenu of the Navigation tree. To add a license, click Add New License. Licenses Bulk Import In case licenses' key numbers have been obtained as a separate list, for example in file, licenses can be imported in PBA by these keys' numbers. Key numbers are to be entered and a KA plug-in will retrieve licenses from KA server. Licenses can be imported under External System Director > License Manager > Licenses submenu of the Navigation tree. To import licenses, click the Import Licenses button. Assign License to Subscription Manually Provider can have a pool of issued licenses. Now he can manually assign licenses from this pool to some customer subscription and install it. Manual licenses assignment is performed under the External Systems Director > License Manager > Licenses submenu of Navigation tree. There is new Assign Subscription button on the license General tab. Documentation: PBA 4.4 Provider's Guide, Managing Licenses chapter. Licenses Synchronization Licenses status is checked regularly in respect to consistency with actual licenses' offerings at the Parallels KA side. This check is called synchronization and performed daily since it is bound to PBA daily billing process. In case the information about a license appears to be obsolete, a license synchronization status changes and lets you know about this. Licenses synchronization brings the information about a license stored at PBA in correspondence with the current configuration offered at the moment at Parallels KA side. After synchronization is completed, it becomes possible to upgrade a license in the frame of a new capacity, set of features, or additional licenses. Licenses can be synchronized under External System Director > License Manager > Licenses submenu of the Navigation tree. Select a license, click the Sync License button.

24 New in Licenses Management 24 License Features are Managed by Groups License capacity and other features (like language packs) are now managed by groups. The notion of the main feature has been dropped. License feature is mandatory if it belongs to a mandatory group. A feature is optional if it belongs to an optional group. During license upgrade, or addition, mandatory features are shown as a list and it is required to select a license capacity from this list. Other optional features are also shown as selectable lists, and in this case, each list represents one group of features. Licenses Upgrade Wizard Licenses upgrade is performed via wizard under External System Director > License Manager > Licenses submenu of the Navigation tree. Select a license, click the Upgrade License button. The next screen allows selecting license new capacity and both features and additional keys, now everything can be selected at one screen. Licenses that are not assigned to subscription are upgraded in one step. Licenses assigned to subscription are upgraded in several steps including prices setup and upgrade order placement.

25 25 C HAPTER 8 Domains Management New features and improvements introduced into domains management are described in this chapter. In This Chapter New Domains Management Scheme WHOIS Plug-In Alternate Domain Availability Checker Registrars Added Registrar Plug-Ins Using Transport Improvements Deleting Processed s Received from Registrar Domain Rejection Rules Domain Transfer Between Subscriptions Domain Renewal Period Validation Using Custom Domain Contacts Additional Layout Template for.ie TLD de Zone Support for enom Registrar be and.mobi Zones Support for NicLine Registrar se,.fi, and.no Zones Support for EPNIC Registrar D Secure Support of PayEx List of Available Values for Contacts... 31