Acronis Integration with the Automation Platform
Summary
The section helps you understand the process of integrating the Acronis Plan to provide backup solution with the automation platform.
Step by step process of integration
Create a new product in Automation Platform
Create Product under the Product Type
Create the Product Group
Create the product plan
Configure the Acronis Plan
Create a new product in Automation Platform
Create Product under the Product Type
Home >> Settings >> Products/Services >> Packages >> Product Type
The admin needs to create a new product under the product type to configure it.
- Go to Home >> Settings. (Look for inline Extension icon in the upper right corner of the home page)
- Select Packages under the Products/Services section.
- Click on Add Product.
- This will open the Add Product window.
- Select the Product Type from the dropdown.
- Add the product name.
- Click on Save.
Create the Product Group
Home >> Settings >> Products/Services >> Packages >> Product Group
Next, the admin needs to create the product group which is basically a package name within which plans are created.
- Click on Product Group on the packages section window.
- This will open the Add Product Group window.
- Select the Product Name which you created in the previous section.
- Mention the name of the Product Group.
- Apply taxes if any. You can also add multiple taxes.
- Click on Save.
Create the product plan
Home >> Settings >> Products/Services >> Packages >> Create a New Plan
The admin will now create the product plan where he will configure various parameters related to plan details, pricing, module settings etc.
- Click on the Create a new Plan option on the packages window.
- This will open the Create a New Plan window.
- Select the Venture from the drop-down. (if you have different business units selling different products etc.)
- Select the Product Type from the drop-down.
- Select the Product Name from the drop-down.
- Select the Product Group from the drop-down.
- Mention the Plan name. You can keep a name per your suitability.
- Click on Save.
Configuration of the Plan
Once the new plan is created, the admin can configure Acronis Plan in the automation platform. In the screenshot below, following are the fields as well as the options to setup the plan:
- In the Acronis Plan Pricing section, a new field, “Overage Price (/GB)” is added. This Overage Price (/GB) indicates the pricing of over-consumed quota per GB. This “Overage Price (/GB)” is enabled when overage quota has some value in the Module Setting, and not kept blank.
NOTE: Overage Price (/GB) also appears at the Partner Panel.
- “Enable Quantity” will be disabled when storage quota is ‘-1’ in the Plan Module Setting.
Billing Model Supported: Pre-Paid Model, Fixed Post-Paid Model and Pay-As-You-Go Post-Paid Model.
In case Post-Paid Model is selected in plan pricing master, then its invoice will be generated on 1st of every month.
Click here, to know in detail how to set prices for a product.
Module Setting
- Click on Module Setting.
- Select “Acronis” as module name.
- Enter username and password provided by Acronis Portal for your account.
- In the Datacenter field, enter the server name to store and access data through your local network.
- Free Trial has options of ‘YES' or ‘NO'. Option 'YES’ here refers to a free trial plan, while an option 'NO’ here refers to a paid plan.
- In Storage Quota, enter the desired Soft Quota you want to assign with this plan in GB. Remember, if Soft Quota is unlimited then hard quota will automatically be unlimited.
- In Overage, enter the desired Hard Quota you want to assign with this plan in GB. Remember, Hard Quota cannot be assigned a value until it’s corresponding soft quota has some value.
- Select appropriate Edition which fits your business requirement and IT infrastructure.
- Select appropriate Backup Location to store your backups.
Common Application: Offering items common to all editions are displayed under this category.
Independent Application: This includes independent applications such as File Sync & Share and Notarizations.
- Soft Quota: The amount of space provided for storing backup’s.
- Hard Quota: The amount of extra space provided for storing backup’s.
a. If a component is checked and Service Provider is not assigned/enabled for that backup service in the Acronis Portal, then an error “offering items not available” will be displayed at the time of product purchase.
b. Only integer values can be assigned to offerings.
Notification and Action Mail
Go to Notification & Action Mails.
Set number of days, select email templates to be triggered for Suspension and Termination respectively.
Via cron, all the Acronis services under the mentioned timeline will be suspended or terminated accordingly from both Acronis and the automation platform.
Service alert cron will be used to set credit quota limit and if any customer exceeds that limit then appropriate action will be performed.
Order Flow
As soon as the module settings related to the product are done and saved, the order URLs will be generated. These are unique URLs per plan per billing frequency. You will be able to use this and hyperlink to this via your website. Your customer can place order directly from your marketplace/website.
For Tier 2:
In case of Tier 2 Acronis Plan, the process of integration will be same apart from some points:
- The partner of the service provider can sell only those plans which the service provider allows him to sell.
- The service provider admin needs to select the checkbox Applicable on Partner Website on the packages section. If ON, the plan will be available for the partner to sell and if OFF, the partner will not be able to sell that particular plan.
Rest module setting process will be the same. The Overage Price option will also be available in the Pricing Setting.
Pricing Setting
- The partner can edit the discount on the product or plan and set his markup.
- Select any plan to configure by clicking on the edit icon located in front of that plan.
- In the Markup textbox under the pricing tab, the partner can define the markup which the Partner’s end customer will pay him (product cost + markup).
Order Product
The Order URLs will be generated as soon as the module setting related to the product/plan are done and saved. The partner's end customers can directly go to the partner's marketplace and place order from there.
Alternatively, in some cases, if the partner wants to place order on his customer's behalf, he can do so by following:
Home >> Billings >> Orders >> Create order
- Go to Home >> Billing.
- Select Orders.
- Click on Create Order.
- Once the order is placed and approved then the service is created in the automation platform under the products/services in the client area. (Home >> Clients >> Customers >> List)
- On service details page, the complete details of the service can be seen.
- In Product/Service Recurring, following details can be seen:
Tenant ID: This will be the Tenant ID of the Customer/Partner assigned from Acronis Portal at time of product purchase.
URL: Acronis Portal premises to store and access data through your local network.
Username/ID: Here you will enter the Email ID/Username received at time of product purchase.
Password: Required to login in the Acronis Portal.
Quick link (Login to your account button): This is the one click link to login to the Acronis Portal.
a. Customer should be activated through automation. His login ID and password should be generated and displayed in the recurring.
b. For Partner, access policy is defined as “read only”.
Reconciliation
Home >> Report >> Reconciliation Report >> Acronis Backup>> Acronis Reconciliation Report
Navigate to Acronis Reconciliation Report.
Now, click on the Acronis Backup Portal Setting button and fill required fields with appropriate values to fetch Reconciliation Report.
To fetch data from the vendor panel, click on Request Backup Data button.
Here, click Ok or Cancel to go back.
Next, a list of report will display as shown below.
Click on Download to download the Reconciliation report. You may apply a date filter by clicking on Search/Filter option.
Billing and Usage Report
Home >> Clients >> Customers >> List
Click on the Client name under the Client Information which you want to open.
Click on the Acronis Product.
Go to Product/Service Details.
Click on the Products/Services tab.
Click on the Billing Usage Report to find the complete service detail.
See Screenshot
Here, two report types can be generated:
Summary for period
Click on Export to get a detailed report summary.
Day-by-day for period
Click on Export to get detailed report of current usages.
SSO (Single sign-on)
On the Subscription Detail section of the service, Quick Link option is provided from where you can directly login and access your Acronis Portal.
You need to:
Click on Login to your panel button on the Subscription Detail page.
If username or password is incorrect, you can either reset or update username/password on vendor portal.
To reset username/password, you need to select Reset Username/Password action from dropdown.
Fill the required details and click on Save.
To update username/password, you need to select Update Username/Password action from dropdown.
Fill the required details and click on Save.
Check availability for username
While processing for order of Acronis product, you can now choose Username of your choice.
Upgrade/Downgrade quantity
Navigate to Product/Services.
Now, click on Services.
Click on Upgrade Quantity placed in the right corner of the service.
Upgrade/Downgrade quantity of any service will upgrade/downgrade quota as per the quantity. For example, if a service has 1 quantity with 50 GB quota, and you upgrade quantity from 1 to 2, then the quota will be upgraded from 50 GB to 100 GB and can be configured as per the updated quota.
See Screenshot
Upgrade Service
In this section, service can be upgraded from one plan to another and quota can be updated according to the plan. To upgrade a service:
Select Product/Services.
Click on Services, and in the right corner of the service, click on Upgrade Service.
Billing of over-consumed quota
In this case, an unpaid invoice will be generated if the customer has exceeded his soft quota limit. The generated invoice will be according to respective plan’s overage price as defined in Pricing Setup and notifications will be sent accordingly.
Unpaid invoice for over consumed quota will be checked and generated from:
Service due for renewal
Upgrade service
Upgrade/ downgrade quantity
Generate Invoice
Term upgrade
Cron/Alerts
This section is for:
Billing/Usage Report : From the Usage report, we will receive consumption details of both customer and partner in the vendor portal.
Alert notification: Suspension and termination alerts on the basis of grace period.
Acronis Rate Card
Select the module name “Acronis” while creating a product group or editing an existing product group.
Acronis Rate Card button will then become visible, as shown in the screenshot below:
Click on Acronis Rate Card button.
→ Here, you can filter Rate Card (if any) on Month and Year basis.
→ Also, you can import a new Acronis Rate Card from the “Import” button.
Steps to import a new Rate Card.
Note: The system sets default values for Service Provider base currency and is in non-editable mode.
a) Select Acronis Rate Card Currency and fill exchange rate accordingly.
b) Click on Download Import Sheet Format button placed on top right of the page and fill the required details in the same format.
c) Select Month and Year and upload the Rate Card Excel File and click on the Import button.