Click each text box and follow the steps to complete this workflow:
Launch CloudCheckr.
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.
On the Accounts page, click the + NEW button.
Select Account from the fly-out menu. The Create Account sub-drawer opens.
Type a name for your account.
Select Azure as your cloud provider from the drop-down menu.
From the Location drop-down menu, select an option if you want to put your account within an existing folder.
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.
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:
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:
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:
From the Azure Account Type drop-down menu, select Commercial, Azure Government, or Azure Germany.
From the Billing Version drop-down menu, select Azure Plan or Classic CSP.
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.
Type the username and click Next.
Type your password and click Next.
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.
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:
Review and Modify Billing Options
Section
Description
How Do I Enable?
Automatic Customer Account Generation
Allows CloudCheckr to create a billing-only subscription any time a new subscription is added to your CSP.
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.
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
Rand
Billing Region
Allows you to select the billing region manually.
Keep in mind:
You cannot change the currency code once selected.
CloudCheckr will attempt to detect the billing region that Microsoft writes your Azure cost to. If it cannot, select a billing region code.
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.
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.
