First Published: April 16, 2014 Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA 95134-1706 USA http://www.cisco.com Tel: 408 526-4000 800 553-NETS (6387) Fax: 408 527-0883 Text Part Number: OL-31313-01
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CONTENTS Preface Preface v Audience v Conventions v Related Documentation vii Documentation Feedback vii Obtaining Documentation and Submitting a Service Request vii CHAPTER 1 Overview 1 About the Payment Gateway 1 About the Administrator Portal 2 About the Self-Service Portal 2 CHAPTER 2 Managing Payment Transactions Through the Administrator Portal 3 About Managing Payment Transactions 3 Integrating a Payment Gateway 4 Adding Funds to a User Group or Customer Organization 4 Making Payments 5 Viewing Payment Details 6 Updating Payment Details 7 Checking the Funds of a User Group 7 CHAPTER 3 Managing Payment Transactions Through the Self-Service Portal 9 About Managing the Payment Transactions 9 Making Payments 10 Verifying the Payment Transaction 10 Viewing the Payment Details 11 Updating the Payment Details 12 OL-31313-01 iii
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Preface This preface contains the following sections: Audience, page v Conventions, page v Related Documentation, page vii Documentation Feedback, page vii Obtaining Documentation and Submitting a Service Request, page vii Audience This guide is intended primarily for data center administrators who use Cisco UCS Director and/or Cisco UCS Director Express and who have responsibilities and expertise in one or more of the following: Server administration Storage administration Network administration Network security Virtualization and virtual machines Conventions Text Type Indication GUI elements GUI elements such as tab titles, area names, and field labels appear in this font. Main titles such as window, dialog box, and wizard titles appear in this font. Document titles Document titles appear in this font. TUI elements In a Text-based User Interface, text the system displays appears in this font. OL-31313-01 v
Conventions Preface Text Type System output CLI commands [ ] {x y z} [x y z] string < > [ ]!, # Indication Terminal sessions and information that the system displays appear in this font. CLI command keywords appear in this font. Variables in a CLI command appear in this font. Elements in square brackets are optional. Required alternative keywords are grouped in braces and separated by vertical bars. Optional alternative keywords are grouped in brackets and separated by vertical bars. A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks. Nonprinting characters such as passwords are in angle brackets. Default responses to system prompts are in square brackets. An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line. Note Means reader take note. Notes contain helpful suggestions or references to material not covered in the document. Tip Means the following information will help you solve a problem. The tips information might not be troubleshooting or even an action, but could be useful information, similar to a Timesaver. Caution Means reader be careful. In this situation, you might perform an action that could result in equipment damage or loss of data. Timesaver Means the described action saves time. You can save time by performing the action described in the paragraph. vi OL-31313-01
Preface Related Documentation Warning IMPORTANT SAFETY INSTRUCTIONS This warning symbol means danger. You are in a situation that could cause bodily injury. Before you work on any equipment, be aware of the hazards involved with electrical circuitry and be familiar with standard practices for preventing accidents. Use the statement number provided at the end of each warning to locate its translation in the translated safety warnings that accompanied this device. SAVE THESE INSTRUCTIONS Related Documentation Cisco UCS Director Documentation Roadmap For a complete list of Cisco UCS Director documentation, see the Cisco UCS Director Documentation Roadmap available at the following URL: http://www.cisco.com/en/us/docs/unified_computing/ucs/ ucs-director/doc-roadmap/b_ucsdirectordocroadmap.html. Cisco UCS Documentation Roadmaps For a complete list of all B-Series documentation, see the Cisco UCS B-Series Servers Documentation Roadmap available at the following URL: http://www.cisco.com/go/unifiedcomputing/b-series-doc. For a complete list of all C-Series documentation, see the Cisco UCS C-Series Servers Documentation Roadmap available at the following URL: http://www.cisco.com/go/unifiedcomputing/c-series-doc. Note The Cisco UCS B-Series Servers Documentation Roadmap includes links to documentation for Cisco UCS Manager and Cisco UCS Central. The Cisco UCS C-Series Servers Documentation Roadmap includes links to documentation for Cisco Integrated Management Controller. Documentation Feedback To provide technical feedback on this document, or to report an error or omission, please send your comments to ucs-director-docfeedback@cisco.com. We appreciate your feedback. Obtaining Documentation and Submitting a Service Request For information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly What's New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation. Subscribe to the What's New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS version 2.0. OL-31313-01 vii
Obtaining Documentation and Submitting a Service Request Preface viii OL-31313-01
CHAPTER 1 Overview This chapter contains the following sections: About the Payment Gateway, page 1 About the Administrator Portal, page 2 About the Self-Service Portal, page 2 About the Payment Gateway A payment gateway is an e-commerce application service that authorizes credit card payments. An administrator can integrate a payment gateway with Cisco UCS Director to enable end users to make payments with a credit card. When an end user makes payments on Cisco UCS Director, all payment details are processed automatically. The administrator and end users can then review the transaction activity by accessing the administrator portal and the Self-Service portal. Cisco UCS Director supports the First Data payment gateway. The role of cash handling in Cisco UCS Director varies according to the following models: In a Managed Service Provider (MSP) model, the payment Gateway is used to update the funds of a customer organization or group. Also, the administrator can manually update the budget for a customer organization or group. For more information, see the Adding Funds to a User Group or Customer Organization, on page 4. In an enterprise model, the administrator has to manually update the budget for a group. For more information, see the Adding Funds to a User Group or Customer Organization, on page 4. Cisco UCS Director can be changed to the MSP model of chargeback by enabling the MSP feature. To enable the MSP feature, choose Administration > System and click the Advanced Controls tab. In the Properties window, check the Enable Service Provider Feature check box and then restart the Cisco UCS Director to enable the MSP feature. OL-31313-01 1
About the Administrator Portal Overview About the Administrator Portal The Cisco UCS Director administrator portal is a single interface that enables the system administrator to monitor, provision, and manage the system across physical, virtual, and baremetal environments. The administrator can review the transaction activity, check funds, and make payments for a user group. User Group refers to a group or customer organization to which an end user is added. In an enterprise setup, a group administrator can add a budget for a user group. About the Self-Service Portal End users and group administrators can use the Cisco UCS Director self-service portal for self-service provisioning, monitoring, and management capabilities. With the self-service portal, end users and group administrators can use predefined policies to access virtual machines that are provisioned from a pool of assigned resources. End users and group administrators can use the self-service portal to view payment transactions, update the payment details, and make a payment with a credit card. 2 OL-31313-01
CHAPTER 2 Managing Payment Transactions Through the Administrator Portal This chapter contains the following sections: About Managing Payment Transactions, page 3 Integrating a Payment Gateway, page 4 Adding Funds to a User Group or Customer Organization, page 4 Making Payments, page 5 Viewing Payment Details, page 6 Updating Payment Details, page 7 Checking the Funds of a User Group, page 7 About Managing Payment Transactions As the administrator, you can integrate the First Data payment gateway with Cisco UCS Director by using the administrator portal. To do so, you must provide payment gateway credentials and a certificate file. You can then view the payments made by user groups, make a payment for a user group, update the payment details, and check the available budget of a user group. Note This procedure is intended for system administrator only. If you are an end user, see the procedures in the Managing Payment Transactions Through the Self-Service Portal, on page 9 chapter. OL-31313-01 3
Integrating a Payment Gateway Managing Payment Transactions Through the Administrator Portal Integrating a Payment Gateway Before You Begin As the administrator, ensure that you have created an account in the merchant site and have the payment gateway credentials and a certificate file. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Log in to the UCS Director administrator portal. On the menu bar, choose Administration > Integration. Click the Payment Gateway Configuration tab. From the Payment Gateway drop-down list, choose First Data. Enter the username and password for the payment gateway. In the URL field, enter the merchant URL that you received during account creation. In the Certificate Password field, enter the certificate password that you received during account creation. Click Browse and choose the certificate file that you received during account creation. Click Upload to upload the certificate file. Click Save. Adding Funds to a User Group or Customer Organization As the administrator, you can manually add funds to individual groups in the enterprise or to a customer organization. So that the bill amount charged against the user group or customer organization is adjusted against the funds. Step 1 On the menu bar, choose Organizations > Summary. Note Cisco UCS Director displays the tab according to the model: For the Manage Service Provider (MSP) model, the Budget Entries tab appears. For the enterprise model, the Customer Funds tab appears. Step 2 Step 3 Step 4 The following procedure explains about the Budget Entries tab, but still it is applicable for Customer Funds as well. In the left pane, choose a user group. Click the Budget Entries tab. The budget entries made for the selected user group appears. Click Add. 4 OL-31313-01
Managing Payment Transactions Through the Administrator Portal Making Payments Step 5 Step 6 Step 7 Step 8 Step 9 The Add Budget Entry window appears. In the Entry Name field, enter a name for the budget entry. In the Budget Amount (Per Month) field, enter the budget to be allocated for the user group on per month basis. From the Month drop-down list, choose the month towards which you need to allocate this budget. From the Repeat Entries (Month) drop-down list, choose a number to specify how many times you want to repeat the same budget amount for the user group. Click Add. Making Payments As the administrator, you can make a payment for a user group. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 On the menu bar, choose Organizations > Service Requests. In the left pane, choose a user group. In the right pane, click the Payment Information tab. Click Make Payment. Enter the credit card number. From the Credit Card Expiration Month drop-down list, choose the card expiration month. From the Credit Card Expiration Year drop-down list, choose the card expiration year. In the CVV Number field, enter the CVV number. Typically, the CVV number appears on the back of most credit cards. In the Amount Value field, enter the amount to be paid. Enter the name and contact details of the user group in the respective fields. These fields are automatically populated if you have updated the user group details. For more information, see the Updating Payment Details, on page 7. In the Notes field, enter the additional remarks. Click Submit. After a user submits a payment, the payment status is updated in the payment information report and successful payments are added to the user group's budget. OL-31313-01 5
Viewing Payment Details Managing Payment Transactions Through the Administrator Portal Viewing Payment Details As the administrator, you can view payment transactions of all user groups. Step 1 Step 2 Step 3 On the menu bar, choose Organizations > Service Requests. In the left pane, choose a user group. By default, service requests from all user groups are displayed. In the right pane, click the Payment Information tab. The Payment Information tab provides the following actions: Name Description Refresh Favorite Make Payment Update Payment Details Check Funds Refreshes the display. Designates the current page as the favorite. Makes a payment for a user group. Updates the payment details of the user group. Displays the available budget of the user group. Step 4 Step 5 Step 6 (Optional) To customize the columns that you see in the table and any report that you generate, do the following: a) On the table menu bar, click the Customize Table Columns button. b) In the Customize Report Table dialog box, check or uncheck the check boxes to determine which elements you see in the report and click Save. (Optional) To export a report of what you see in the tab, do the following: a) On the table menu bar, click Export Report. b) In the Export Report dialog box, choose a report format and click Generate Report. c) After the report is generated, click Download. d) If the report opens in a separate tab, use the download button from your browser to download the report. e) In the Export Report dialog box, click Close. Choose the order ID and click View Payment Info. The View Payment Details window appears with the order ID, order amount, payment status, timestamp, and status information of the transaction. 6 OL-31313-01
Managing Payment Transactions Through the Administrator Portal Updating Payment Details Updating Payment Details As an administrator, you can update billing details such as the name, address, and phone number of the user group so that in the future, this information automatically populates in the payment form. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 On the menu bar, choose Organizations > Service Requests. In the left pane, choose a user group. In the right pane, click the Payment Information tab. Click Update Payment Details. Enter the name and contact details of the user group in the respective fields as required. In the Delivery Notes field, enter additional comments. Click Submit. Checking the Funds of a User Group As the administrator, you can use the Check Funds option to check the availability of funds for a user group and confirm that a successful payment transaction was made. Step 1 Step 2 Step 3 Step 4 On the menu bar, choose Organizations > Service Requests. In the left pane, choose a user group. In the right pane, click the Payment Information tab. Click Check Funds. The budget available for the user group is displayed. OL-31313-01 7
Checking the Funds of a User Group Managing Payment Transactions Through the Administrator Portal 8 OL-31313-01
CHAPTER 3 Managing Payment Transactions Through the Self-Service Portal This chapter contains the following sections: About Managing the Payment Transactions, page 9 Making Payments, page 10 Verifying the Payment Transaction, page 10 Viewing the Payment Details, page 11 Updating the Payment Details, page 12 About Managing the Payment Transactions As an end user or group administrator, you can use the self-service portal to add funds and make payments for the user group. You can also view a list of transactions by the order IDs, paid amounts, payment status, and timestamps. Note This procedure is for end users and group administrators. If you are a system administrator, see the procedures in the Managing Payment Transactions Through the Self-Service Portal, on page 9 chapter. OL-31313-01 9
Making Payments Managing Payment Transactions Through the Self-Service Portal Making Payments As an end user, you can make a payment for a user group. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 On the menu bar of the self-service portal, choose Services. Click the Payment Information tab. Click Make Payment. Enter a credit card number. From the Credit Card Expiration Month drop-down list, choose the card expiration month. From the Credit Card Expiration Year drop-down list, choose the card expiration year. In the CVV Number field, enter the CVV number. Typically, the CVV number appears on the back of most credit cards. In the Amount Value field, enter the amount that you want to pay. Enter the name and contact details of the user group in the respective fields. These fields are automatically populated if the user group details are updated by the administrator. For more details, see the Updating the Payment Details, on page 12. In the Notes field, enter the additional remarks. Click Submit. After you submit a payment, the payment status is updated in the payment information report and successful payments are added to the user group's budget. Verifying the Payment Transaction As an end user, you can check the availability of funds for a user group and confirm that a successful payment transaction was made. Step 1 Step 2 Step 3 On the menu bar of the self-service portal, choose Services. Click the Payment Information tab. Click Check Funds. The budget available for the user group is displayed. 10 OL-31313-01
Managing Payment Transactions Through the Self-Service Portal Viewing the Payment Details Viewing the Payment Details As an end user, you can view the payment status, order IDs, amounts paid for individual transactions, timestamps, and notes in the payment information report. By using the Customizable Table Columns button, you can customize the columns that are displayed in the payment information report. Step 1 Step 2 On the menu bar of the self-service portal, choose Services. Click the Payment Information tab. The Payment Information tab provides the following actions: Name Description Refresh Make Payment Update Payment Details Check Funds Refreshes the display. Makes a payment for the user. Updates the payment details of the user. Displays the available budget of the user. Step 3 Step 4 Step 5 (Optional) To customize the columns that you see in the table and any report that you generate, do the following: a) On the table menu bar, click the Customize Table Columns button. b) In the Customize Report Table dialog box, check or uncheck the check boxes to determine which elements you see in the report and click Save. (Optional) To export a report of what you see in the tab, do the following: a) On the table menu bar, click Export Report. b) In the Export Reportdialog box, choose a report format and click Generate Report. c) When the report has generated, click Download. d) If the report opens in a separate tab, use the download button from your browser to download the report. e) In the Export Report dialog box, click Close. Choose the order ID and click View Payment Info. The View Payment Details window appears with the order ID, order amount, status, and status information of the transaction. OL-31313-01 11
Updating the Payment Details Managing Payment Transactions Through the Self-Service Portal Updating the Payment Details As an end user, you can update billing details such as the name, address, and phone number of the user group so that in the future, this information automatically populates in the payment form. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 On the menu bar of the self-service portal, choose Services. Click the Payment Information tab. Click Update Payment Details. Enter the name and contact details of the user group in the respective fields as required. In the Delivery Notes field, enter additional comments. Click Submit. 12 OL-31313-01