Configure a CSP Account in CloudCheckr CMx

To manage the cost data of your Cloud Solution (CSP) or Active Directory/O365 subscription in our new product, CloudCheckr CMx, follow this workflow.


Prerequisite

To complete the CSP configuration, you must have: See Step 2: Configure Your CSP Account for details.

Workflow

Click each text box and follow the steps to complete this workflow:

  1. Launch CloudCheckr.
  2. On the Home page, type Account Hierarchy in the Search bar at the top of the screen.
    The Accout Hierarchy page opens with the Accounts tab displayed by default.
  3. On the Accounts page, click the + NEW button.
  4. Select Account from the fly-out menu.
    The Create Account sub-drawer opens.
  5. Type a name for your account.
  6. Select Azure as your cloud provider from the drop-down menu.
  7. From the Location drop-down menu, select an option if you want to put your account within an existing folder.
  8. If you have a Payer account, select an option from the Payee Organizations drop-down menu that best fits how you want to create any future Payee accounts:
    • Place new payees at hierarchy root (default): CloudCheckr automatically places auto-created Payee accounts at the root (no parent group)
    • Place new payees in same parent group as payer: CloudCheckr automatically places any newly created Payee accounts within the same group as the Payer account.
    • Place new payees in a specific location: CloudCheckr allows you to select an account group where it to place all auto-created Payee accounts.
  9. From the Attributes drop-down menu, select attributes that you want to apply to your account.
    Attributes are key/value pairs that help your organize and categorize your accounts in CloudCheckr CMxs—similar to how account-level tags work currently in CloudCheckr.
    For the purposes of this procedure, we won't add any attributes during our initial configuration.
    Here is an example of the CSP account we created in CloudCheckr CMx:
  10. Click SAVE.
    CloudCheckr CMx saves your new account and the page now displays the Edit Account sub-drawer.

In this procedure, we will configure this Azure account as a Cloud Solution Provider (CSP) account.

This procedure starts where you left off in Step 1:

  1. In the Edit Account sub-drawer, click the Manage Credentials drop-down arrow and select Partner Center / CSP Account from the drop-down list:
    The Credentials: CSP Account sub-drawer opens to the right of the Edit Account sub-drawer:
  2. From the Azure Account Type drop-down menu, select Commercial, Azure Government, or Azure Germany.
  3. From the Billing Version drop-down menu, select Azure Plan or Classic CSP.
  4. Click the INITIATE CONSENT.
    The Microsoft Login page opens.
    As per the Prerequisite, if you are the user who is initiating consent, you must have access to the Microsoft Partner Center, have Billing Admin and Admin Agent permissions, and enable MFA.
  5. Type the username and click Next.
  6. Type your password and click Next.
  7. Click Accept.
    The Consent on behalf of your organization checkbox is optional. If you select this option and try to re-consent to the CPV application in the future, Microsoft will bypass the Accept screen and automatically accept the application.

    CloudCheckr CMx displays a message indicates that the application has saved your new CSP credentials.
  8. Click OK.
    The Edit Billing Configuration page opens.

In this procedure, we will configure the billing settings for the new CSP account.

This procedure starts where you left off in Step 1:

  1. Review and modify the billing options that apply to your Azure deployment.

    Section

    Description

    How Do I Enable?

    Automatic Customer Account Generation

    Allows CloudCheckr to create a billing-only subscription any time Azure adds a new subscription to your EA or CSP account.

    Keep in mind:

    • This option will not convert currency.
    • You cannot change the currency code once selected.
    • You can convert these billing-only subscriptions to subscriptions with resources.

    By default, this option is Disabled. To enable, toggle the switch.

    Currency

    Allows you to select the currency manually.

    You cannot change your currency code once you make a selection.

    CloudCheckr will attempt to detect the currency that Microsoft writes your Azure cost to. If it cannot, select a currency code.

    Click Currency Codes to see a list of countries and currency codes.

    Rand

    Code

    Country

    Currency

    ARS

    Argentina

    Peso

    AUD

    Australia

    Dollar

    BRL

    Brazil

    Real

    CAD

    Canada

    Dollar

    CHF

    Switzerland

    Franc

    DKK

    Denmark

    Krone

    EUR

    Euro Member Countries

    Euro

    GBP

    United Kingdom

    Pound

    HKD

    Hong Kong

    Dollar

    IDR

    Indonesia

    Rupiah

    INR

    India

    Rupee

    JPY

    Japan

    Yen

    KRW

    South Korean

    Won

    MXN

    Mexico

    Peso

    MYR

    Malaysia

    Ringgit

    NOK

    Norway

    Krone

    NZD

    New Zealand

    Dollar

    RUB

    Russia

    Ruble

    SAR

    Saudi Arabia

    Riyal

    SEK

    Sweden

    Krona

    TRY

    Turkey

    Lira

    TWD

    Taiwan

    New Dollar

    USD

    United States

    Dollar

    ZAR

    South Africa

    Billing Region

    Allows you to select the billing region manually.

    You cannot change your billing region code once you make a selection.

    CloudCheckr will attempt to detect the billing region that Microsoft writes your Azure cost to. If it cannot, select a billing region code.

    To learn more about Azure billing regions, review the Understanding Azure CDN Billing topic.

    Permitted Billing Accounts

    Allows you to limit your data collection to selected Azure subscriptions.

    Type the Subscription ID associated with your subscription(s), and click Add Subscription.

  2. Click Submit.


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