Choose the license model

Choose either the operating expenditure (OPEX) or capital expenditure (CAPEX) license model.

To choose the license model for reporting:

1. Click Customers > Billing.

2. Click Configure.

3. Select Opex or Capex.

4. Click Save.

Choose the license counts to report

You can select the type of license counts to include in reports.

Note: Because registered platform groups count the billing only, user licenses created in Management Portal are not included in the billing reports.

To choose the type of license counts to report:

1. Click Customers > Billing.

2. Click Configure.

3. Select Report allocated licenses or Report use licenses.

4. Click Save.

Schedule reports

Schedule reports to run at specific intervals so that they are ready when you need them. After a report is run, it is available in the Download Reports tab.

To schedule a report:

1. Click Customers > Billing > Configure.

2. Click Enable Scheduled Reporting.

3. Choose the frequency, day, and start time for generating the reports.

4. Choose whether to "Perform data synchronization before report generation". If chosen, the system will synchronize data from the customer platforms before generating the report. If synchronization is performed before report generation, a sync report will be created and it can be downloaded from the "Sync Reports" tab.

5. Click Save.

Restart the scheduler

You can restart the billing scheduler in two ways; reconfigure the schedule for a new time or interval or restart the scheduler through a maintenance command.

Issue this maintenance command to restart the billing scheduler using the current configuration:

$$RESTART_BILLING_SCHEDULER$$

Note: If this command is run and scheduling is not enabled, the command has no effect. You may want to use this maintenance command when the server time changes for some reason (for example, daylight savings time)

Specify a billing number for a site

If you have multiple sites with separate billing, you can specify a billing number on a per-site basis. After you add the site billing number, it is included in billing and licensing reports.

To specify a billing number for a site:

1. Click Platforms > Platform Groups.

2. Select the platform group and click Edit.

3. Click the Sites tab.

4. Click the Edit icon for the site you want to add the billing number.

5. In the Site ID field, enter a number to identify the site in billing reports.

6. Click Save.

Turn off license reporting

Turn license reporting on or off through the Customers tab in Billing.

To turn off license reporting for a customer:

1. Click Customers > Billing and then click the Customers tab.

2. In the table, find the customer, go to the Reporting Status column and select On or Off.

3. Click Save.