Creating Custom Plans

Custom plans can be created when any of the predefined product plans do not meet the tenants’ requirements. Your tenant success team or the sales team will raise a request for a custom plan, as required by a tenant. The AppViewX SRE team then creates a custom plan based on the requirement. These custom plans can then be used for all tenants.
Note:
  • Custom plans can be created only for licensed versions and not for free trials.
  • If yours is a pool-based license, the MSP's license will be validated for the product limits before a custom plan is created.

To create a custom plan:

  1. Go to (Menu) > MSP Portal > MSP Management > Plans.
    The Plan Management inventory is displayed.
  2. From the Plan Management inventory, click Add Plan.
    The Add Plan page is displayed.
  3. Enter/Select the custom plan details.
    Table 1. Field descriptions for the custom plan details
    Field Description
    *Plan Source Type Tenants can be onboarded from the AppViewX website. Plans are, therefore, created in accordance with the source of onboarding.
    • If this new plan has been created by AppViewX’s PM team, from the dropdown list, select Internal.
    *Product Type From the following options, select the product type for which this new plan will be applicable:
    • ADC+
    • DDI+
    • CERT+
    • SIGN+
    • KUBE+
    • PKI+
    • SSH+
    *Plan Category
    • For ADC+, plans belong to the following categories:
      • ADC nodes
    • For CERT+, plans belong to the following categories:
      • Server certificate
      • Device certificate
      • Managed
    • For PKI+, plans belong to the following categories:
      • Certificate authority
      • Issuance certificate
    • For DDI+, plans belong to the following categories:
      • DDI Objects
    • For KUBE+, plans belong to the following categories:
      • Kube Cluster
      • Kube Node
    • For SIGN+, plans belong to the following categories:
      • Signatures
    • For SSH+, plans belong to the following categories:
      • SSH Host
      • SSH Key
    *Number of Managed Devices This field is displayed only Product Type = ADC+

    Enter the number of devices that will be managed by this plan.
    *Number of Managed Certificates This field is displayed only Product Type = CERT+.and Plan Category = Managed.

    Enter the number of device/server certificates that will be managed by this plan.
    *Number of Server Certificates This field is displayed only Product Type = CERT+.and Plan Category = Server.

    Enter the number of server certificates that will be managed by this plan.
    *Number of Device Certificates This field is displayed only Product Type = CERT+.and Plan Category = Device.

    Enter the number of device certificates that will be managed by this plan.
    *Number of Issuance Certificates This field is displayed only Product Type = PKI+ and Plan Category = Issuance Certificate.

    Enter the number of issuance certificates that will be managed by this plan.
    *Number of CA This field is displayed only Product Type = PKI and Plan Category = Certificate Authority.

    Enter the number of certificate authorities that will be managed by this plan.
    *Number of DDI Objects This field is displayed only Product Type = DDI+

    Enter the number of DDI objects that will be managed by this plan.
    *Number of Managed Clusters This field is displayed only Product Type = KUBE+ and Plan Category = Kube Clusters.

    Enter the number of Kube clusters that will be managed by this plan.
    *Number of Managed Nodes This field is displayed only Product Type = KUBE+ and Plan Category = Kube Nodes.

    Enter the number of Kube clusters that will be managed by this plan.
    *Number of Managed Signatures This field is displayed only Product Type = SIGN+.

    Enter the number of signatures that will be managed by this plan.
    *Number of Managed SSH Hosts This field is displayed only Product Type = SSH+ and Plan Category = SSH Hosts.

    Enter the number of SSH hosts that will be managed by this plan.
    *Number of Managed SSH Keys This field is displayed only Product Type = SSH+ and Plan Category = SSH Keys.

    Enter the number of SSH keys that will be managed by this plan.
    *Plan Name By default, based on the above selections, a plan name is auto-populated in this field, in adherence to AppViewX’s recommended naming convention (which is used for the predefined plans).

    If required, you can edit the plan name.
    *Plan Description Enter any additional details related to the plan.
  4. Click Create.
    The new plan is listed in the Plan Management inventory.
    Note: If a plan has to be modified, the recommended course of action is to delete that plan and create a new one.