Managing Plans in the MSP Portal

The Plan Management inventory lists the predefined plans as well as the custom plans (created when the predefined plans don’t align with the tenants’ requirements) for each product type offered by AppViewX. This inventory is the source for the Plan & Product Details section that is displayed at the time of creating and upgrading a tenant.

Accessing the Plan Management Inventory

Go to

(Menu) > MSP Portal > Management > Plans.

The Plan Management inventory is displayed.

Understanding the Plan Management Inventory

Table 1. Fields in the Plan Management Inventory
Field	Description
Search	Enter a keyword/list of keywords to search for records that match the search value.
Add Plan	Button to create custom plans.
Plan Name	AppViewX-assigned name of the plan
Product Type	Product type that is part of the plan
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
Plan Type	Specifies if the plan is a licensed one or for a free trial
Source Type	Tenants can be onboarded from the AppViewX. This field will have the value: Internal (plan defined by AppViewX’s PM team)
Plan Description	Additional details related to the plan
Action	: View plan details. : Delete a plan Note: Only custom plans can be deleted. To delete a plan: From the Plan Management inventory, for the required plan, from the Action column, click . The Delete Plan confirmation dialog box is displayed. Click Yes. The selected plan is deleted.