1 In the navigation pane, click Provisioning > Plans.
The Provisioning > Plans page appears, displaying all subscription plans.
2 Do one of the following:
To add a new subscription plan, click New Plan.
To edit an existing subscription plan, select the desired subscription plan's row and then click Edit Plan.
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3 Complete the fields using the information in the following table. 4 Click Next.
The Plan Details dialog box appears.
5 Complete the fields using the information in the following table. 6 Click Next.
The Retain Snapshots Policy dialog box appears.
7 Complete the fields using the information in the following table.
Tip
For an explanation of each policy, see Understanding Snapshot Retention Policies (on page 181).
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The Plan Name and Description dialog box appears.
9 Complete the fields using the information in the following table. 10 Click Next.
If billing is not enabled for the portal, or if adding/editing a global plan, the Quotas dialog box appears.
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If billing is enabled for the portal, the Pricing And Quotas dialog box appears.
11 Complete the fields using the information in the following table. 12 Click Next.
Tip
Payment via credit card is not supported for global plans. The Completing the Plan Details Wizard screen appears.
13 Click Finish.
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Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress.
To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background.
When the operation is complete, the Completed screen appears.
Click Close.
Table 34: Plan Details Wizard Fields
In this field... Do this...
Cloud Backup Service Indicates that the Cloud Backup Service is included in the subscription plan.
This field is read-only.
Seeding Supported Select this option to include backup seeding in the subscription plan.
CTERA Agents Indicates that CTERA Workstation Agents are included in the subscription plan.
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Remote Access Select this option to include remote access in the subscription plan.
Remote access includes both access to the device's
management interface via the CTERA Portal and a dedicated URL, access to the user's files via the CTERA Portal and a dedicated URL.
Note: Device owners can disable remote access via the device's management interface.
Cloud Drive Select this option to include private cloud drives in the subscription plan. In a team portal, users will be able to access the private cloud drive in addition to the team cloud drive. Users will be able to access their cloud drives via the End User Portal's Files tab, for the purpose of viewing, uploading, and downloading files.
Cloud Drive Invitations Select this option to include cloud file sharing in the subscription plan.
This enables the user to send invitations to view or collaborate on files stored on the cloud drive.
Allow users to join this plan Select this option to allow users to subscribe to this subscription plan.
If this option is not selected, the subscription plan is invisible to end users, and only administrators can assign users to this plan. This field is relevant for reseller portals only.
Free Trial Select this option to include a free trial period in the
subscription plan. Then type the desired number of days that subscribers should receive the subscription plan for free. This field is relevant for reseller portals only.
Appliances Limit Type the maximum number of CTERA appliances belonging to a single account that can be subscribed to this subscription plan.
Retain daily snapshots Type the number of daily snapshots that should be retained.
Retain weekly snapshots Type the number of weekly snapshots that should be retained.
Retain monthly snapshots Type the number of monthly snapshots that should be retained.
Retain quarterly snapshots Type the number of quarterly snapshots that should be retained.
Retain yearly snapshots Type the number of yearly snapshots that should be retained.
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Display Name Type the name to use when displaying this subscription plan in the End User Portal and notifications.
Sort Index Type an index number to assign the subscription plan, in order to enable custom sorting of the subscription plans displayed to end users in the Subscribe to Plan wizard.
This field is optional.
Description Type a description of the subscription plan. HTML is supported.
Preview Click this button to view a preview of the subscription plan description in a new window.
Automatic Billing Select this option to require users to pay for this subscription plan automatically via credit card.
This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal.
Additional fields are enabled.
Billing Schedule Select the billing interval (Monthly/Yearly).
Invoices will be generated automatically once per billing interval, counting from the date that the user joined the plan. For example, if the user joined a plan on March 16, 2010, and the interval is monthly, invoices will be generated on April 16, May 16, and so on. In contrast, if the billing interval is yearly, invoices will be generated on March 16, 2011, March 16, 2012, and so on.
This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal.
Price per Period Type the subscription plan's monthly price in USD. This field is relevant for reseller portals only.
Amount Included Click in this field, and then type the number of item units to include in the subscription plan.
For example, to include 5GB of storage space, click in the Storage Quota (GB) item's Amount Included field and type 5.
Allow purchase Select this option to allow users to purchase additional item units beyond the number included in the subscription plan. The Bulk Size and Price fields are enabled for the item. This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal.
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Bulk Size Click in this field, and then type the bulk amount in which users can buy additional item units.
For example, to specify that users can buy additional storage space in bulk amounts of 2GB, click in the Storage Quota (GB) item's Amount Included field and type 2. Users will be able to buy additional storage in multiples of 2 (2GB, 4GB, 6GB, and so on).
This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal.
Price Click in this field, and then type the price per bulk purchase of additional items in USD.
For example, to specify that each bulk purchase of additional storage space should cost 10USD, click in the Storage Quota (GB) item's Price field and type 10. Users will pay 10USD for each additional 2GB of storage.
This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal.