This article provides summary on CSP Service Plan Creation and Basic/Zero Resource Plan.
This article applies to MachPanel build 6.2.10 and above.
CSP Profile Creation:
Steps highlighted on link below should already be completed related to Adding/configuring CSP Profile:
https://kb.machsol.com/Knowledgebase/54511/CSP-Module-Configuration-Guide-for-MachPanel-Automation-Solution
Following types of plan can be created in CSP
- Service Plan
- Basic/Zero Resource Plan
Once Profile is added and Tested with success. Its time to Add a Service Plan. You can add Service Plans for Reseller or End Customers.
To add Microsoft CSP Product / Service plan for End Customer, follow the navigation as per image below:
-
Choose correct Microsoft 365 Partner Profile, Country and locale.
- If you want to "Linked with local organizations" & "Handle DNS" Enable both section..
- Sync Offers/Addons from Microsoft365 if not listed all, On expanding you will see offer and Addons, Enable Offers
and Add-ons as per requirement, click Next
If following Error appears on clicking Next after Offer tab in CSP service plan. We apologize for the inconvenience, but the system has encountered an error.
"Operation is not valid due to the current state of the object"
Update web.config appSettings section as below: Default Path: C:\Program Files\MachSol\MachPanel Control Server
Basic or Zero Resource plan Scenario:
In Service Plan section for e.g. create Basic Exchange Service Plan say "Base plan" with 0 users\mailboxes and storage quota of 0 GB. Now when you require to create a mailbox with storage suppose 1GB. But you cannot add mailboxes as your base plan supports 0 mailboxes.
Now in order to extend the offering of same Service Plan "Base plan” you have to create and provision an add-on. You can sell add-on separately under the same base plan. If you don’t have add-on associated with Service Plan you can create one. By using the add-on option you can easily move to the next level to enhance your Service Plan of 1 or 5 mailboxes as required, with any storage quota you want.
Similarly you can create Basic Service Plan for CSP \O365 for example Azure Basic Plan by providing minimum resources as shown below:
- For Usage based billing cases, we have new option with Defer billing for Customers, Usage Based billing as resellers.
- For reseller's product you can check option for Usage based billing enabled.
- In Resources you can check/uncheck "Linked with local organization" and "Handle DNS".
- Sync Offers/Addons from Microsoft365 if not listed all, Enable Offers
and Add-ons as per requirement, click Next
Creation of Add-ons in order to extend Resources of Basic/Zero Resource Plan:
- In order to extend the No of Users you have to create and sell add-ons for CSP product. For creating an add-on, please follow the steps given below:
- Navigate to: Home >> Service Plans >> Microsoft CSP Products. Go to Add-on Management tab and select Add New Add-on button.
- On Step-1 you will have to select product type and add-on display name.
- On Step-2 set the CSP resources for the add-on.
- On Step-3 you will have to select payment cycles and price groups.
- On Step-4 enter the prices and discounts.
- On Step-5 add associate packages. Finally click Finish button. Now this Add-on is ready to be sold.
Editing Subscription Offers and Resources:
- Click subscription ID in CSP account listing
- Click on Edit Resources under Resources tab
- Specify the Resources and click Save
- Under Addon Tab you can Buy New Addon or Edit/Cancel existing Addon
- Under Subscription Tab you can use of these two functions "Add subscriptions" and "Import Subscriptions"
- Add Subscriptions: To bring offers/add-on from remaining offers/add-ons which are already there in the plan
- Import Subscriptions: To bring offers/add-ons from O365 tenant
- If you don't find desired offers/add-ons then you can go back and edit the plan used for subscription, edit the plan, and include more offers or add-ons from "Offer" or "Commercial SaaS Products" once again.
- Make sure Sync sold subscription checkbox is checked under Service Plan
*Note: Be mindful it will make selected offers/add-ons to all the subscriptions that were subscribed using this plan, and to make these available to the only one subscription you need to perform Edit Subscription step as shared above.