Home

User Manual – NTP Software Storage Financials v7

Contents

1. Default Tier US 40 00 Configure Edit Tier A us 450 00 Configure Edit x 1 2 0of2 Record s 1 Page s Page Size 5 e 1 4Previous Nextb Copyright 2004 2015 NTP Software 11 3 Make the changes required and then click the Update link to save the changes or click Cancel to undo the changes Default Tier US 40 00 Configure Edit i A 450 00 Configure Update Cancel X 1 2of2 Record s 1 Page s Page Size 5 e 1 4Previous Next gt E Copyright 2004 2015 NTP Software 12 Removing a Tier This section enables administrators to delete certain tiers if these tiers are no longer in use or are currently unnecessary for business needs To remove an existing tier perform the following steps 1 On the left hand side menu click Tiers NTP Software Storage Financials ilh Global Overview Manage Tiers Billing Data Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost limit 3 Billing History i New storage tier has been added successfully sa Departments w Tiers 2 Manage Tiers 3 User Admin Tier Name Default Rate Per GB Directories 3 gt Configuration Add y Setup P File Reporter Default Tier US 40 00 Configure Edit Tier A US 450 00 Configure Edit x T 1 2 of 2 Record s 1 Page s Page size 5 1 Previous Next gt OktwaAre Copyright 2004 2011 NTP Software
2. Copyright 2004 2015 NTP Software 10 Editing a Tier This section enables administrators to modify existing tiers You can edit the tier name as well as the rate to meet your business needs To edit an existing tier perform the following steps 1 On the left hand side menu click Tiers NTP Software Storage Financials ilh Global Overview Manage Tiers gt Bi Data Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost illing limit 3 Billing History sa Departments Tiers SE Manage Tiers a Rol Us 3 User Admin Tier Name Default Rate Per GB Directories 42 Configuration Add Setup 7 i F File Reporter i New storage tier has been added successfully Default Tier US 40 00 Configure Edit Tier A US 450 00 Configure Edit x T 1 2 0f2 Record s 1 Page s Page Size 5 1 4Previous Next gt Ofeware Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Manage Tier dialog box click the Edit link next to the tier name you wish to edit Manage Tiers Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost limit R New storage tier has been added successfully Manage Tiers Tier Name Default Rate Per GB oom e
3. Users details Start Date End Date Department c Storage Used GB Charges US 10 01 09 10 31 09 Account Management Alyn Us 544 64 10 01 09 10 31 09 Account Management Andrew 161 Us 64 39 10 0 1 09 10 31 09 Account Management Andria 1 67 US 66 86 10 01 09 10 31 09 Account Management Anieli 1 83 US 73 02 10 01709 10 31 09 Account Management Antje 1 20 Us 48 15 10 01 09 10 31 09 Account Management Arnaud 1 45 Us 58 06 10 01 09 10 31 09 Account Management Arsen 2 38 US 95 18 10 01 09 10 31 09 Account Management Ashlyn a 14 US 85 51 10701709 10 31 09 Account Management Belden 1 43 Us 57 04 10 01 039 10 31 09 Account Management Bellanca 1 63 US 65 05 SSS eee Copyright 2004 2015 NTP Software 52 3 Departmental Directories Bill Department Bills lays details concerning the users storage consumption for the chosen department and details about departments assigned directories storage ption and charged cost we Departmental Users Bil No results found Departmental Tiers Bill Departmental Users Bill Departmental Directones Bill nn Assigned directories details Start Date End Date Department Charge Code 11 01 10 11 30 10 server name Administrative Services Ad2902 Directory name sChicago D4 US 8 381 96 1 1 of 1 Record s 1 Pagels Page Size 1 4Previous Next gt Assigned Directories Total Storage 709 5568 Assigned Directories Total Charges US 6 381 96 To return to the search resu
4. 11 30 10 November US 0 00 Co2909 0 00 T Send Corporate Operations 11 01 10 November 11 30 10 November US 50 00 o2910 0 00 wf Send 1 10 of 25 Record s 3 Page s Page Size 10 123 4Previous Nextk _ SSS _ _ _ _ _ ee Copyright 2004 2015 NTP Software 45 Billing Data NTP Software Storage Financials enables administrators to quickly grasp useful information through graphical charts Viewing Historical Billing Overview To view a graphical representation of the historical bills perform the following steps 1 On the left hand side main menu click Global Overview The Overview Dashboard page is displayed NTP Software Storage Financials h Global Overview Overview Dashboard Data Displays sisisi along veh a gk summery of the dade avala in HIP Sofease Storage Fiaa Salling History Hit or ical iling ena 5 Gepartenent p sas Bills Starting Date 0441 10 Ending Date DLAISAT i WE Roll Upa Total Hiliieg Amounts For The L st Veer By Period Top Ten Milig Arumia For Then Laat Perini 4 User Adenin L Dainecthories Cendiquration Setup NIP ware baga Period TINMADI TIADMAO Humber of baparimemis Humber of asra o Agetage umber of Users Departmen Laai Pret inal Piim iapa Pariod TAMAD S TOO Pota Acard ele Humber of aera g breaded By Humber of Deparinemda F Aeerage Hill Anau tear To Date Total fio Died LE Bo Deore eeed hy Average Amacai Billed LE uo Highest Ano Died
5. All rights reserved NTP Software Storage Financials Version 5 1 Copyright 2004 2015 NTP Software 13 2 Inthe Manage Tier dialog box click X next to the tier you wish to remove Manage Tiers Enables administrators to add different storage media with different rates and to store data on the storage media on their needs and their cost limit G2 New storage tier has been added successfully Manage Tiers Tier Name Default Rate Per GB a Assign Servers Edit Tier Remove Tier Default Tier US 40 00 Configure Edit Tier A US 450 00 Configure Edit x 1 2 of 2 Record s 1 Page s Page Size 5 1 4Previous Nextb When the confirmation message is displayed click OK to confirm the selected tier deletion Message from webpage E4 4 P Ore you sure you want to delete this Tier Cancel aE EEE Copyright 2004 2015 NTP Software 14 Assigning a Volume to a Tier This section guides you through the steps of assigning a volume to a tier You are allowed to assign a volume to only one tier because each server has a certain normal rate and overdraft rate of the tier with which the server volumes are associated To assign a server volume to a tier perform the following steps 1 On the left hand side menu click Tiers NTP Software Storage Financials ilh Global Overview Manage Tiers gt Billing Data Enables administrators to add different storage media with different
6. Humber of Hiling Perioda i Highesi Depanmem Bied Coppi a ORNL HTE Sarai Al ighi reseed HTE Sofara Shoga Pinari een G T Copyright 2004 2015 NTP Software LS 0g AH gA 5 00 LS BS ST oe 12 00 LE Bo Mores 46 2 The Historical Billing Overview shows two graphs The first represents the total billing amounts by period for the preceding year The second graph displays the top 10 billing amounts for the previous period Overview Dashboard Displays statistics along with a quick summary of the data available in NTP Software Storage Financials Historical Billing Qvermew gt Bills Starting Date 04 01 10 Ending Date 04 15 11 Total Billing Amounts For The Last Year By Period Top Ten Billing Amounts For The Last Period 200000 160000 120000 80000 40000 SERS PIES oe ce we a Oso Copyright 2004 2015 NTP Software 47 Viewing Billing Summary NTP Software Storage Financials displays summarized data that helps administrators grasp important facts about the storage consumption of their entire environment To view a summary of statistics supporting the historical graphs perform the following steps 1 On the left hand side main menu click Global Overview The Overview Dashboard page is displayed NTP Software Storage Financials ic a ai Global Overview Overview Dashboard ee Displays stetishes tong veith aquack summary of the date avaiable in MTP Softerane Storage Financia
7. 603 622 4400 aaa EEE EEE Copyright 2004 2015 NTP Software 54 The information contained in this document is believed to be accurate as of the date of publication Because NTP Software must constantly respond to changing market conditions what is here should not be interpreted as a commitment on the part of NTP Software and NTP Software cannot guarantee the accuracy of any information presented after the date of publication This user manual is for informational purposes only NTP SOFTWARE MAKES NO WARRANTIES EXPRESS OR IMPLIED IN THIS DOCUMENT NTP Software and other marks are either registered trademarks or trademarks of NTP Software in the United States and or other countries Other product and company names mentioned herein may be the trademarks of their respective owners NTP Software products and technologies described in this document may be protected by United States and or international patents NTP Software 20A NW Boulevard 136 Nashua NH 03063 Toll Free 800 226 2755 International 1 603 622 4400 E mail info ntpsoftware com Web Site http www ntpsoftware com Copyright 2004 2015 NTP Software All rights reserved All trademarks and registered trademarks are the property of their respective owners Doc 4394EF SSS EEE EEE Copyright 2004 2015 NTP Software 55
8. From Email Address SFAdmin domain com Send Bill to Precision Control Currency Symbol U S Dollar USD US Currency Format 123 456 789 00 Date Format mmeayy rd Save Settings Cancel EE Copyright 2004 2015 NTP Software 6 Configuring Billing Options Configuring the system requires defining several options including the calculation method the fiscal year and the billing period definition To configure the system perform the following steps 1 On the left hand side menu click Configuration NTP Software Storage Financials ilh Global Overview Billing Data 3 Billing History sa Departments Tiers H Roll Ups 3 User Admin Directories 3 Configuration Setup F File Reporter STR sare Configuration Enables you to configure your system settings Configure Your Storage Financials System Default Calculation Method MaximumUse v Use Snapshot Data E Fiscal Year Billing Period Definition Calendar Months A Save Configurstion Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Configure Your Storage Financials System dialog box select the default calculation method the fiscal year and the billing period definition then click the Save Configuration button Configure Your Storage Financials System Default Calculation Method MaximumUse Use Snapshot Data Fiscal Year A 2011 p
9. Setting up the system requires defining several values including the logging level and the location of the log file You should also specify the SMTP gateway that is used for sending emails as well as the sender s email address and the recipients email addresses Finally specify the currency symbol and format date format and precision control To set up the system perform the following steps 1 On the left hand side menu click Setup EE Copyright 2004 2015 NTP Software 5 2 On the NTP Software Storage Financials Setup dialog box specify the required settings information and then click the Save Settings button The worldwide leader in the real time control and management of unstructured data NTP Software Storage Financials ilh Global Overview Setup j rT Billing Data Configure NTP Software Storage Financials 3 Billing History NTP Software Storage Financials Setup Departmen doa Vepa Use the options provided here to set up the Storage Financials system press the save button when you are done with the settings Tiers 2 a seater Logging level a 4 3 User Admin z Directories panes Configuration IP Setup eee acai LJ Windows Application Event log Log File NIP Location of Log File Log oftware SMTP Gateway fiocaihost Send Test Email Port E This server requires an encrypted connection SSL E This server requires authentication Password P
10. rates and to store data on the storage media based on their needs and their cost limit 3 Billing History G hew storage ter has been added sucessful Q New storage tier has been added successfully sa Departments Tiers lt p 3 User Admin Tier Name Default Rate Per GB Directories Configuration Add Setup F File Reporter Default Tier US alma 00 RONE Edit Tier A US 450 00 Configure Edit x T 1 2 of 2Record s 1 Page s Page Size 5 1 4Previous Next gt OFEWAYE Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Manage Tiers dialog box click the Configure link next to the tier to which you wish to add volume s Manage Tiers Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost limit eS New storage tier has been added successfully Manage Tiers Tier Name Default Rate Per GB oo m Default Tier US 40 00 Configure Edit Tier A us 450 00 Configure Edit x 1 2 0of2 Record s 1Page s Page Size 5 e 1 4Previous Nextb E Copyright 2004 2015 NTP Software 15 3 From the servers drop down menu in the Assign Volume to lt Tier Name gt Tier dialog box select the server and the volume you wish to assign to the specified tier then click the Add button Assign Volume to Default Tier Tier Server
11. 015 NTP Software 50 3 The search results are displayed in a table including the department name billing period and storage specifics used to calculate the bill The table can be sorted by department name billing period billing amount or status Account Management 11 01 10 November 11 30 10 November US 0 00 0 wil Send Administrative Services 11 01 10 November 11 30 10 November US 8 381 96 Ad2902 209 55 wf Send Attorneys 11 01 10 November 11 30 10 November US 0 00 At 903 0 00 Fi Send Business Development 11 01 10 November 11 30 10 November US 30 00 B8u2904 0 00 wi Send Business Sales 11 01 10 November 11 30 10 November US 50 00 Bu2905 0 00 Ti Send Channel Marketing 11 01 10 November 11 30 10 November US 5 91 cCch2906 0 15 fl Send Compensation and Benefits 11 01 10 November 11 30 10 November US 0 00 Co2907 0 00 F Send Consulting 11 01 10 November 11 30 10 November US 0 00 Co 7908 0 00 wf Send Corporate Development 11 01 10 November 11 30 10 November US 0 00 Co2909 0 00 wi Send Corporate Operations 11 01 10 November 11 30 10 November US 0 00 Co2910 0 00 wf Send 1 10 of 25 Record s 3 Page s Page Size 10 123 4Previous Next gt NOTES Symbols in the status column indicate the condition of the generated bill as follows Status es Indication Symbol v Indicates that the bill was generated with no errors Indicates that the bill
12. Analysis W cOttawa NorthAmerica Achilles Corporate Operations 7 sChicago NorthAmerica Adalia Enterprise Support E sPhiladelphia NorthAmerica Adele Customer Business Development 4 Enter the name of the new department to which you wish to move reassign users in the To department name box and then click Move selected users Me Select users to assign or re assign and click Move button To department name a Lookup Move selected users 5 When you are prompted to reassign the selected user s to the specified new department click OK Message from webpage E4 4 P j Are you sure that you want to re assign 2 user s to NEW department 6 When you are prompted to create the specified department as a new department click OK Message from webpage x 4 P r Do you want to create WE W as a new department Cancel SSS EEE EEE Copyright 2004 2015 NTP Software 37 7 In the Create new department dialog box enter a charge code for the new department and then click Create Department Department Hame NEW Charge Code A Create Department NOTE A message informing you that the new department has been created successfully pops up above the Create new department dialog box F i Department created successtully Department Hame NEW Charge Code Fs Create Deparntment 8 On the Assign Users dialog box click Move Selected Users and then click OK to confirm that you want to reassign th
13. Billing Period Definition Calendar Months Save Configuration Copyright 2004 2015 NTP Software NOTES Once a bill is generated the Billing Period Definition setting cannot be changed for the calendar year to avoid conflicting or corrupt data If you select 13 Month Calendar in the Billing Period Definition drop down menu you need to configure the start date and end date for each individual month The dates must be consecutive without skipping a month Configure Your Storage Financials System Default Calculation Method MaximumUse x Use Snapshot Data i Fiscal Year Billing Period Definition 13 Month Calendar w Based on your business needs configure the 13 month calendar in MM dd yy format Start End Month 4 01 01 11 01 34 11 Month 2 02 01 11 02 28 11 Month 3 Joson 03 31 11 Month 4 Joson 04 30 11 Month 5 05 01 11 05 31 11 Month 6 Joson 06 30 11 Month 7 Jozon 07 31 11 Month 8 Joson 08 31 11 Month 9 09 01 11 09 30 11 Month 10 10 01 11 10 31 11 Month 14 11701711 11 30 11 Month 12 owt 12 25 11 Month 13 12 26 11 12 31 11 Save Configuration aE EEE Copyright 2004 2015 NTP Software 8 NTP Software Storage Financials Management After the configuration and setup of the application you are now ready to start managing items using NTP Software Storage Financials Managing the application includes managing the application tiers departments and their associated users and director
14. Bu2905 Maximum Use Configure Directories 1 5 of 25 Record s 5 Page s Page Size 5 e 12345 4Previous Nextt 4 Select the server and volume and enter the directory path you want to assign to the selected department Click the Add button View modify directories assigned to Account Management department Use the options provided here to assign directories to departments Assign new Directory Server name Select Server Volume name Select Volume Y Directory path Search for a directory i Assigned directories K sChicago ci 05 27 09 EE Copyright 2004 2015 NTP Software 40 Removing a Directory This section enables administrators to un assign directory directories from a certain department This flexibly allows administrators to remove un used folders to cope with the business needs To remove an existing directory perform the following steps 1 On the left hand side menu click Directories The Directories page is displayed NTP Software Storage Financials ilh Global Overview Billing Data 3 Billing History sa Departments Tiers R Roll Ups 4 User Admin Directories 42 Configuration Setup F File Reporter NTR rae Directories Enables setting certain directories to be used by certain departments independent of the users the cost of the storage consumed is added to the departmental bill Departments and Directories Use the search options provided to locate the departmen
15. Chicago Volume E Add Server Mame volume Marie shicaga Z 0415 11 sChicaga D 0415 11 sChicago E O4f15 11 sChicago F O4 15 11 sHouston E 0415 11 NOTE The selected volume is added to a table specifying the volume s name and the date when this volume was assigned to the selected tier Server Name Volume Name schicago E O4 15 11 s Chicago D O4 15 11 s Chicago E O4 15 11 s Chicago F O4 15 11 sHouston O4 15 11 Copyright 2004 2015 NTP Software 16 Reassigning a Volume Assigned to a Tier This section guides administrators through the steps of reassigning volumes You can easily remove a volume previously assigned to a tier if the assignment is no longer necessary or in order to assign the volumne to another tier This accommodates the changing needs of the business To reassign volume s assigned to a certain tier perform the following steps 1 On the left hand side menu click Tiers NTP Software Storage Financials ilh Global Overview Manage Tiers Billing Data Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost 3 Billing History 2 Departments Tiers ss Manage Tiers ia Rod Ups f tanage rs ee i New storage tier has been added successfully 3 User Admin Tier Name Default Rate Per GB Directories gt Configuration Add P Setup File Report P ee Default Tier US 40 00 Configure E
16. NTP Software Storage Financials User Manual Version 7 5 September 2015 m SSS yeuabinere a e _ p f HE This guide details the method for using NTP Software Storage Financials Upon completion of the steps within this document NTP Software Storage Financials can be used to manage your enterprise community effectively Table of Contents EOC SUM Y acicadine pe csaiecasen ns odceresetate a aeanuuete sina eseeic meat aeeneres 4 NTP Software Storage Financials Configuration c cceccceseccceececeeccceneeceeceeeeceeeuseteeesens 5 SENE UD DE SVT iaa E ne ee ee enone ene 5 Configuring Billing Options ssessessesssessrrssrrssressrensrresressresrrrsrressresrerssersreesreesrersreeseereeeee 7 NTP Software Storage Financials Management ccccssecccessececesecccesceceenceceeecesausceseenees 9 RYAN AV TIE ea a E E E E E S 9 Vere ay lt ame NEW TC cone E een rene oe Sr nee ne eee 10 SO NC EE ccc ts ce secrete asc anc A E E T 11 REMOVINE a TIO se ec cece et areca E amen neared eeeeteeren se ees 13 Assigning a Volume to a TCP siccscscsnsearcescucnsasemtasadeiancaisunedaiededdecsissnoiaiedetubasataestnieantibes 15 Reassigning a Volume Assigned tO a TICL ccccceeccceeecceneccensceceececeuceeenceteeeeeueseeeecs 17 Managing Departments ccccsccseccsccsecsecceecsececcsecseccsccseceecesecseceueeseseecousesesescesetaeees 19 Importing Department Information ccccceecccssccceeccene
17. ailed Data T C Roll Ups Summary Data YTP oare Generate bill 4 Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 NOTE Use the Customize bill headers option to choose the headers that are to be displayed on the bill 2 In the General Billing Data dialog box specify the period for which the bill should be generated using the drop down lists to select the desired year and month SSS Copyright 2004 2015 NTP Software 43 3 Select the types of data needed to be included in the bill and then click the Generate bill button General Billing Data Customize bill headers Bills are currently scheduled based on calendar month Biling Period November A Type of data sent via emai J Departments Summary Data Includes Tiers Details __ Directories Detailed Data Users Detailed Data Roll Ups Summary Data Generate bill 4 4 Areport of the generated bills is displayed Confirming and Sending Bills Please ensure you are satisfied with the generated bills before pressing the Confirm and Send Bills button 25 departmental summary tiers bils were generated for a billing period starting 12 01 10 and ending 12 31 10 at a total of US 3 398 52 in charges NOTE If a bill has already been generated for a certain month the drop down list displays the month name and the text Billing Completed This feature allows admin
18. arge code username domain name F File Reporter Edit department information NI m Use the Search options to locate the department you would like to edit 0 WAVE Department fo Charge Code o Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 Copyright 2004 2015 NTP Software 21 2 Inthe Edit department information dialog box specify the search criteria and then click the Search button Search results are displayed in a tabular form Edit department information Use the Search options to locate the department you would like to edit Department Charge Code eer j NOTE Clicking the Search button with all the search criteria blank displays all the departments present in your entire environment in a table a Department Charge Code Calculation Method Configure Account Management Ac 901 Maximum Use Configure Administrative Services Ad2902 Maximum Use Configure Attorneys At2903 Maximum Use Configure Business Development Bu2904 Maximum Use Configure Business Sales Bu2905 Maximum Use 1 5 of 25 Record s 5 Page s Page Size 5 e 12345 4Previous Next gt aE EEE Copyright 2004 2015 NTP Software 22 Editing Department Information This section enables administrators to edit departmental information easily In case any of your departmental information is updated you can simply reflect the updates to the system without having
19. assign and click Move button To department name Lookup Copyright 2004 2015 NTP Software 34 4 Select the users you wish to re assign using the Select checkbox NeicnabiebeOne eR Select users to assign or re assign and click Move button To department name 0 GOOAOBBABABESEE Select All cOttawa sChicago sPhiladelphia Boston cWashington sHouston cOttawa cBoston cWashington NorthAmerica NorthAmerica NorthAmerica NorthAmerica NorthAmerica NorthAmerica NorthAmerica NorthAmerica NorthAmerica Lookup Move selected users PERPEEEERI Department name Financial Analysis Corporate Operations Enterprise Support Customer Business Development Consulting Financial Analysis Corporate Operations Customer Research Channel Marketing Customer Support 5 Click the Move selected users button to re assign the selected users to the specified department NOTE To select all the displayed users check the Select All checkbox 6 A confirmation message is displayed specifying the number of users that have been successfully moved to the specified department Message from webpage Ea a ine sure that you want to re assign 2 user s to Account Copyright 2004 2015 NTP Software 35 B To reassign switch certain user s to a new department perform the following steps 1 On the left hand side menu click User Admin The User Admin page is displayed The worldwide leader in the rea
20. cOttawa NorthAmerica Ademia Customer Research cBoston NorthAmerica Adler Channel Marketing cWashington NorthAmerica Adonica Customer Support 1 10 of 1744 Record s 175 Page s Page Size 110 123456789 4Previous Next gt EEE Copyright 2004 2015 NTP Software 31 Assigning Users to a Department This section enables administrators to assign users to departments If you are using NTP Software File Reporter you may face the situation in which certain users are present in the NTP Software File Reporter application but are not assigned to departments Using this feature you can easily assign those users to departments To assign user s to a specific department perform the following steps 1 On the left hand side menu click User Admin The User Admin page is displayed The worldwide leader in the real time control and management of unstructured data AY NTP Software Storage Financials jij Global Overview User admin Billing Data Enables searching and assigning users using different search criteria Search for Users saa Departments Use the Search options to locate the users you would like to assign or switch Tiers 3 Billing History C Not Assigned to any department iq Roll Ups From Department Name Lookup amp User Admin Directories Server Name lt 2 Configuration P Setup Domain Name T User Name YB ave Search Copyright 2004 2011 NTP Software All rights res
21. cceeceeeeceeenceeeneeseeeseneseeeess 19 PION a DCE NC OM arcs pavers pane esrecene E E E EE 21 Editing Department Information sesccccessascastcerrnetssacwssvatenncs vasaesesebeaciteastauerswisaecneanenceas 23 Man emne ROUD opran I 25 Adame aNew Roll UD ccaecnnsehieeasancecrmn stance T E A 25 Assigning a Department to a Roll Up ssssssssssssessensssrsrrnsrrrsrrrsrersrrssrressersrersrersrersrerseene 27 VANE U OTS erne E E E E EE E E T E A 30 FIONN Sh U O oie AEE E TEE E E E 30 Assigning Users to a Department ssssssessesessesesrrsessesesresesseseeseseesesresesreseereseesesessese 32 Reassigning Users to a DepartmMent sssessssesessesessesesresessesersesersesrrsesreseeresesseseerese 34 Manainn DiIract OS aerer a E Er 39 Assigning a New Directory ssessssessssesessesresessrsesreseeresesseseoseseeseseeseseesesseseeerseeseseeseee 39 REMOVINE a DIFC CLONY sencnscacesaeessccesmiceseianvcevacnameas R ONARA 41 Monee BI eener EE 43 SC a ge 14a e aBa T ee eee ne ence 43 BNE DAI Taena EE E E A N 46 Viewing Historical Billing Overview ccccssecccesscecceseceeeececeeecesaenceeseeceseuecessuecessuaees 46 Viewing Billing SUMIMALY seisecsisssnariisernocicnssiaenini oriin einna a NOE AOAN 48 E Copyright 2004 2015 NTP Software 2 Viewing Previously Generated Bills cccccesecccsecccesccteneceeeceeeeceeenceteneeseneseeeeceeeneens 50 PO OUT INT SOL GW ae eo rcssicst cc sects E E AE 54 NTP Software Professional Servi
22. ces cccsceccscecccceccccscecceccescuceecsceecsceeuscuseecscuecscuseseuens 54 EEE EEE Copyright 2004 2015 NTP Software 3 Executive Summary Storage is a valuable resource In any enterprise you pay for the storage consumed by its users NTP Software Storage Financials is a powerful calculation tool that is used to generate bills for storage consumption on the level of individual departments in an enterprise With NTP Software Storage Financials you experience the following powerful benefits e Cost calculation The storage consumption is calculated for each department in your environment and the generated bill is emailed to specified recipients e At a glance information Useful details about your environment are ready at hand including the total number of departments total number of users rates by which bills increase average rate of the bill and so on e Easy management It is simple to import department information configure bill details manage tiers and manage users in your environment Copyright 2004 2015 NTP Software 4 NTP Software Storage Financials Configuration After installing NTP Software Storage Financials in your environment the first step is to configure the application and specify the setup options This section specifies how to configure the application settings This step is highly important as it affects all the bills generated through the application Setting up the System
23. dit Tier A US 450 00 Configure Edit x T 1 2 0f2Record s 1Page s Page Size 5 1 4Previous Next gt OktwAre Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 Copyright 2004 2015 NTP Software 17 2 In the Manage Tier dialog box click the Configure link next to the tier from which you wish to un assign volume s The Assign Volume to lt Tier Name gt tabular form is displayed with the volumes assigned currently to the selected tier Manage Tiers Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost R New storage tier has been added successfully Tier Name Default Rate Per GB oom e Default Tier US 40 00 Configure Edit Tier A us 450 00 Configure Edit x 1 2 0of2 Record s 1Page s Page Size 5 e 1 4Previous Nextb 3 In the Assign Volume to lt Tier Name gt dialog box select the new server and volume that you need to reassign to the selected tier Assign Yolume to Tier 1 Tier Server Philadelphia x Volume D E Server Warne Volume Mame sPhiladelphia Z D32311 4 Click the Add button Copyright 2004 2015 NTP Software 18 Managing Departments To be able to inherit the exact infrastructure of your enterprise NTP Software Storage Financials deals with enterprises as a group of entities consisting of departments Each departm
24. e ss Corporate Development Corporate Operations Corporate Services gt Corporate Strategy Customer Business Development gt Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 4 Click to have the selected department s moved under the selected roll up Manage Roll Ups Enables administrators to add different roll ups and to assign departments to them gt Department s Account Management Attorneys Compensation and Benefits Corporate Development assigned successfully to roll up Roll Up 1 fManageRolUps Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Up Name PO Add E Root Roll Up 1 ig Account Management Account Management Administrative Services Attorneys Compensation and Benefits re Corporate Operations ig Corporate Development gt Corporate Servi gt gt Corporate Strategy Customer Business Development Customer Research Copyright 2004 2015 NTP Software 28 NOTES To have all the departments moved to the selected roll up click To remove one department or more from the roll up select the department s and then click Manage Roll Ups Enables administrators to add different roll ups and to assign departments to them Manage Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll U
25. e selected user s to the new department NOTE A confirmation message is displayed specifying the number of users that were successfully moved to the specified department aE EEE Copyright 2004 2015 NTP Software 38 Managing Directories Directories are folders used for grouping users files You can assign a directory directories to a certain department that will be charged for storage used in all assigned directories Use the managing directories feature of NTP Software Storage Financials to configure the directories assigned to individual departments This includes assigning new directories editing existing directories and removing undesired directories NOTE If a directory is assigned to two departments it gets automatically assigned to the new department and unassigned from the old one Assigning a New Directory In today s business environment some departments need to have assigned folder s to store data realated to departments NTP Software Storage Financials enables administrators to assign directories to departments NOTE Each department is charged for all of its assigned directories regardless of the users consuming the directories storage To assign a new directory to a department perform the following steps 1 On the left hand side menu click Directories The Directories page is displayed NTP Software Storage Financials ilh Global Overview Directories Enables setting certa
26. ent contains users that consume storage The departments management feature provides administrators with several options including importing departmental information finding departments and editing departments information Importing Department Information This section enables administrators to import all of the departmental information to the application The departmental information includes the department name and charge code as well as the user s account name and domain This reflects the exact enterprise organization within the application To import your organization departmental information to the system perform the following steps 1 On the left hand side main menu click Departments The Departments page is displayed NTP Software Storage Financials ilh Global Overview Departments Billing Data Import departments of your environment to the NTP Software Storage Financials The storage consumption is calculated for the imported departments 3 Billing History Import Departments Information 2 Depart ts ail pairs Enter the path or click browse to enter the location containing your departments cost center data then click import to import your departments data Tiers T Roll Ups Departmental Data Import File Location No file chosen 8 User Admin Directories 42 Configuration Setup F File Reporter Note supports csv files only each record on a separate line with the following format depa
27. epartments shown up automatically in the NTP Software Storage Financials system and avoids the need to import department information manually Please refer to the documentation on NTP Software File Reporter and NTP Software Data Collection Agent for Active Directory for further information SSE EEE Copyright 2004 2015 NTP Software 20 Finding a Department This section helps administrators easily locate departments based on the search criteria specified This feature is very useful since huge enterprises often have a large number of associated departments To search for departments in the system perform the following steps 1 On the left hand side main menu click Departments The Departments page is displayed NTP Software Storage Financials ilh Global Overview Departments Import departments of your environment to the NTP Software Storage Financials The storage consumption is calculated for the imported departments Billing Data 3 Billing History Import Departments Information 2 Departments on Enter the path or click browse to enter the location containing your departments cost center data then click import to import your departments data Tiers Jh Roll Ups Departmental Data Import File Location sa tao chine 8 User Admin Import Directories o meo 42 Configuration Note supports csv files only each record on a separate line with the following format Setup department name ch
28. erved NTP Software Storage Financials Version 5 1 2 In the Search for Users dialog box select the Not Assigned to any department checkbox and then click the Search button Search for Users Use the Search options to locate the users you would like to assign or switch Not Assigned to any department From Department Name pO Lookup Server Name Domain Name User Name Search Copyright 2004 2015 NTP Software 32 3 In the Assign Users dialog box specify the department to which you are moving users in the To department name box Select users to assign or re assign and click Move button To department name Lookup Move selected users v sChicago NorthAmerica Acacia Financial Analysis cOttawa NorthAmerica Achilles Corporate Operations v sChicago NorthAmerica Adalia Enterprise Support E sPhiladelphia NorthAmerica Adele Customer Business Development E Boston NorthAmerica Adelie Consulting E cWashington NorthAmerica Adeline Financial Analysis E sHouston NorthAmerica Adelphos Corporate Operations E cOttawa NorthAmerica Ademia Customer Research E coston NorthAmerica Adler Channel Marketing E cWashington NorthAmerica Adonica Customer Support F Select Al 1 10 of 1744 Record s 175 Page s Page Size 10 v 123456789 lt 4Previous Nextb 4 Select the users you wish to assign using the Select checkbox NOTE To select all the displayed users select the Select All checkbox 5 Clic
29. had errors such as a corrupt directory assigned to a department Indicates that the bill had issues such as an empty department Copyright 2004 2015 NTP Software 51 4 Click the Send button next to a bill to have such a bill sent to the specified recipients NOTES To view detailed information about department consumption click the department name link Three views are available on the departmental consumption with respect to 1 Departmental Tiers Bill Department Bills Displays details concerning the users storage consumption for the chosen department and details about department s assigned directories storage consumption and charged cost WY Departmental Users Bil No results found i Departmental Tiers Bill Departmental Users Bill Departmental Directories Bill Back Send Deparment Bill Tiers details Start Date End Date Department Charge Code Storage Used GB 11 01 10 11 30 10 Administrative Services Ad2902 209 55 Default Tier 1 14 of 1 Record s 1 Page s Page Size 10 1 4Previous Next Department Total Charges US 8 381 96 2 Departmental Users Bill Department Bills Displays details concerning the users storage consumption for the chosen department and details about departments assigned directories storage consumotia and charged cost 4 Departmental Users Bil No results found Departmental Tiers Bill Departmental Users Bill Departmental Directories Bill _ ax
30. ies as well as the bills This section guides you through using the main features of NTP Software Storage Financials This includes using tiers creating importing departments to the application adding roll ups assigning departments to roll ups assigning users to departments generating bills and viewing historical billing data This reflects your entire environment within NTP Software Storage Financials and results in calculating bills accurately and efficiently Managing Tiers The main advantage behind enabling the use of tiers is to provide administrators with the option to add different storage media with different rates and then to store the data on the storage media that satisfy their needs and their cost limits The tier management feature of NTP Software Storage Financials provides administrators with several options including adding a new tier editing an existing tier removing a tier assigning a server to a tier and finally removing a previously assigned server There is a tier added to the application by default The Default Tier cannot be removed In addition all volumes are initially assigned to the Default Tier EEE Copyright 2004 2015 NTP Software 9 Adding a New Tier Adding tiers helps administrators categorize their storage media and define certain rates for each tier In this section we provide the steps of adding a new tier including accompanying details To add a new tier perform the following step
31. ighest Amount Billed US 0 00 Humber of Billing Periods 0 Highest Department Billed None NOTE The follow is the billing summary description Next Period to Bill Includes the duration period of the invoice and the total number of departments in the current environment along with their total number of users and the average number of users per department Last Period Billed Includes the duration period of the last invoice the total amount paid in currency and the rate of increase in the bill Also included are the average bill amount the total number of users and the number of departments on which you are reporting Year to Date This section displays the amount paid for the period starting from January of the current year to the current date calculated from the previous consumption rate Information includes the total and average bill amounts the number of bills paid the change in percentage between the total amount billed in the current year to date and the previous year to date the amount of the highest bill and the name of the department with the highest bill paid E Copyright 2004 2015 NTP Software 49 Viewing Previously Generated Bills This feature enables administrators retrieve previously generated bills To view previously generated bills perform the following steps 1 On the left hand side main menu click Billing History The Billing History page is displayed NTP Software Storage Financials i
32. in directories to be used by certain departments independent of the users the cost of the storage consumed is added to the Billing Data departmental bill 3 Billing History Departments and Directories sa Departments P Tiers Use the search options provided to locate the department s you wish to view and its accompanying directories or to assign new directories ai Roll Ups Department Charge Code CG 4 User Admin Directories Search 2 Configuration Setup F File Reporter I NI Poa re Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 SSS Copyright 2004 2015 NTP Software 39 2 In the Departments and Directories dialog box specify the desired search criteria or leave all the boxes blank if you want to return information about all directories Click Search Departments and Directories Use the search options provided to locate the departments you wish to view and its accompanying directories or to assign new directories Department Charge Code 3 In the search results click the Configure Directories link next to the desired department Department Charge Code Calculation Method es Account Management Ac2901 Maximum Use Configure Directories Administrative Services Ad2902 Maximum Use Configure Directories Attorneys At2903 Maximum Use Configure Directories Business Development Bu2904 Maximum Use Configure Directories Business Sales
33. irectories i 1 record s deleted successully SSS Copyright 2004 2015 NTP Software 42 Managing Bills After system configuration setup and management it is time to start generating and retrieving bills Generating a Bill Generating a bill is the main benefit of NTP Software Storage Financials In this section we describe how to specify the billing period and the type s of report s you wish to generate All of NTP Software Storage Financials reports are customizable with respect to your business needs NTP Software Storage Financials generates the bills for the specified billing period based on the users storage consumption To generate a bill perform the following steps 1 On the left hand side menu click Billing Data The Billing Data page is displayed The w vorldwide leader in the real time control and management of unstructured data i NTP Software Storage Financials ilh Global Overview Billing Data Billing Data Generates detailed summarized or both detailed and summarized departmental bills based on your business needs 3j Billing History General Billing Data Customize bill headers Bills are currently scheduled based on calendar month aj Roll Ups Billing Period moo 3 User Admin Noverber fo Directories i i E 3 Configuration Type of data sent via email 4 Departments Summary Data P Setup Includes Tiers Details L Directories Detailed Data Users Det
34. istrators to re send the bill aE EEE Copyright 2004 2015 NTP Software 44 5 In the Generate and confirm new bills dialog box enter the criteria by which you want to find the bills you want to send Generate and confirm new bills Confirm and Send Bills Search For Bills Department Hame Bill Amounts greater than or equal toj Bill Amounts less than or equal to NOTE The user must click the Confirm and Send Bills button on the above screen to generate and send the bills initially 6 In the search results click the Send button next to the bill you want to send to the predefined recipients Department Name Billing Period Charge Code Storage Used GB Send Bill Account Management 11 01 10 November 11 30 10 November US 0 00 Ac2901 0 00 wil Send Administrative Services 11 01 10 November 11 30 10 November US 8 381 96 Ad2902 209 55 wi Send Attorneys 11 01 10 November 11 30 10 November US 50 00 At2903 0 00 wf Send Business Development 11 01 10 November 11 30 10 November US 0 00 Bu2904 0 00 T Send Business Sales 11 01 10 November 11 30 10 November US 50 00 8u2905 0 00 wi Send Channel Marketing 11 01 10 November 11 30 10 November US 5 91 Ch2906 0 15 Ti Send Compensation and Benefits 11 01 10 November 11 30 10 November US 0 00 Co2907 0 00 wi Send Consulting 11 01 10 November 11 30 10 November US 50 00 Co2908 0 00 wi Send Corporate Development 11 01 10 November
35. k the Move selected users button to assign the selected users to the specified department EE Copyright 2004 2015 NTP Software 33 Reassigning Users to a Department Administrators often face the situation in which users change or switch departments NTP Software Storage Financials enables you to reassign users to departments easily A To reassign switch certain user s to an already existing department perform the following steps 1 On the left hand side menu click User Admin The User Admin page is displayed The worldwide leader in the real time control and management of unstructured data NTP Software Storage Financials ilh Global Overview User admin Billing Data Enables searching and assigning users using different search criteria 3 Billing History Search for Users sa Departments Use the Search options to locate the users you would like to assign or switch Tiers Not Assigned to any department ig Roll Ups From Department Name Lookup 3 User Admin Directories Server Name 4 Configuration P Setup Domain Name User Name T A y 0 7 WAVE Search Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 Use the Search for Users dialog box to find the needed users 3 In the Assign Users dialog box specify the department name you wish to assign users to in the To department name box Select users to assign or re
36. l 9 Billing Hieetory ony Departments Tiers Da Roll Ups E User Jimin La Direrbwier Configuration 2 Saup NIR ware Hiao ea ing e Bills Starting Date M0110 Ending Date MAST Tetal Billig Amounte For Then Laat Yaar By Perid Tap Ten Billig Amina For Then Last Pirkl gt Mirad Perini io DE baga Period TIMAD 112090 Humber of beaparimes Humber of asra Agetege lumber of Users Deparinenm 0 gt Last Poriod Gillin kapa Pariod TATAD S IHAD Pota Acad ied LS FAI AH gA Humber of aers g ine eaaad By 5 00 Humber of Deparinema 2 Aeerage Hill Amour LS BS ST oe gt Yaar To Date Total Arnim Nied LE BO Deore aed y TE Average Amean Billed LS Bu Highest mouri Died LE pomi Humber of Hiling Perioda 0 Highes Deparinnrent Balled hares Doppi a ORNL HTE Soara Al rights reseed HTE Sofara Shoga Pinari eien G T E Copyright 2004 2015 NTP Software 48 2 In the Billing Summary section read the billing summary details highlighting important information at a glance Billing Summary gt Next Period to Bill Invoice Period 11 0140to11 3040 Number of Departments 26 Humber of Users 0 Average Humber of Users Department 0 gt Last Period Billed Invoice Period 10010 to 105110 Total Amount Billed US 209 431 98 Humber of Users 0 Increased By 5 00 Humber of Departments 25 Average Bill Amount US 8 377 28 gt Year To Date Total Amount Billed US 0 00 Decreased By 100 00 Average Amount Billed US 0 00 H
37. l time control and management of unstructured data NTP Software Storage Financials ilh Global Overview User admin Enables searching and assigning users using different search criteria Billing Data 3 Billing History Search for Users i Departments Use the Search options to locate the users you would like to assign or switch Tiers Not Assigned to any department ig Roll Ups From Department Name Lookup User Admin Directories Server Name 4 Configuration P Setup Domain Name User Name T oftware Search Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Search for Users dialog box clear the Not Assigned to any department check box and then click the Search button A list of all users assigned to departments appears Search for Users Use the Search options to locate the users you would like to assign or switch Not Assigned to any department From Department Name pO Lookup Server Name Ls Domain Name po User Name an Copyright 2004 2015 NTP Software 36 3 In the Assign Users dialog box click the checkbox before the user s you want to move from their departments to a new one ee Select users to assign or re assign and click Move button To department name pO Lookup Move selected users Select Server name Domain name User name Department name v Financial
38. lh Global Overview Billing History a Retrieves previously generated bills instead of having to regenerate them Billing Data Billing History Billing History Information a oa D t t 3 7 p ae mp oe i ia Specify your search criteria to view the billing history Please fill in the fields you need for your current search Tiers 5 T Show results with 14 Roll Ups 8 User Admin ake epartment Name Directories ad Comin aeRat Bill Amounts greater than or equal to Setup Bill Amounts less than or equal to NIR ay Pi Date from 2009 x January zi Date to 2011 gt April Search Copyright 2004 2011 NTP Sohtware All rights reserved NTP Software Storage Financials Version 5 1 2 In the Billing History Information dialog box specify the search criteria including the department name and or the range of the billed amounts You can also specify the date in month and year format by selecting the required date from the displayed list Billing History Retrieves previously generated bills instead of having to regenerate them Billing History Information Specify your search criteria to view the billing history Please fill in the fields you need for your current search Show results with Department Hame OoOo O Bill Amounts greater than or equal to oOo O O Bill Amounts less than or equal to OoOo O O Date from os o a January H Date to Ba o a April x Search Copyright 2004 2
39. lts click the Back button aE EEE Copyright 2004 2015 NTP Software 53 About NTP Software NTP Software puts users in charge of their file data and is the only company providing file data management solutions that deliver all of the enterprise class features needed to understand manage monitor and secure file data completely NTP Software is a global leader and has been chosen by the majority of Fortune 1000 companies and thousands of customers in private and public sectors for providing leadership through superior solutions professional services experience and trusted advice NTP Software delivers a single solution across the entire data storage environment from individual files and users to an entire global enterprise across thousands of systems and sites NTP Software reduces the cost and complexity associated with the exponential growth of file data and is located on the web at www ntpsoftware com NTP Software Professional Services NTP Software s Professional Services offers consulting training and design services to help customers with their storage management challenges We have helped hundreds of customers to implement cost effective solutions for managing their storage environments Our services range from a simple assessment to in depth financial analyses For further assistance in creating the most cost effective Storage Management Infrastructure please contact your NTP Software Representative at 800 226 2755 or
40. ps Roll Up Name Business Development E Root Business Sales Roll Up 1 Channel Marketing ga Account Management ene 3 Attorneys Corporate Affairs 2 Compensation and Benefits ss Corporate Development e Corporate Operations A3 Gomo F Corporate Services Corporate Strategy Customer Business Development Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 To have all the departments removed from the selected roll up click aE EEE Copyright 2004 2015 NTP Software 29 Managing Users This feature provides administrators with several options including finding users assigning users to departments and switching users between departments Finding a User This section enables administrators to find users easily As large enterprises comprise large numbers of users this feature enables administrators to locate users based on the search criteria they specify To find a certain user perform the following steps 1 On the left hand side main menu click User Admin The User Admin page is displayed The worldwide leader in the real time control and management of unstructured data i NTP Software Storage Financials ilh Global Overview User admin Billing Data Enables searching and assigning users using different search criteria 3 Billing History Search for Users saz Departments Use the Search options to locate the users you would like to a
41. rporate Operations Corporate Services Corporate Strategy Customer Business Development Customer Research Copyright 2004 2015 NTP Software 25 3 The newly added roll up appears under the Root list Manage RotUps Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Ups Roll Up Name Add E Root A Roll Up 1 Corporate Affairs Corporate Development Corporate Operations Corporate Services Corporate Strategy NOTE To delete a roll up click the roll up name you want to remove and then click the Delete link next to it Manage RoiUps 0 Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Ups Roll Up Name O Add E Root E3 Roll Up 1 Delete Account Management Compensation and Benefits Corporate Affairs Corporate Development Corporate Operations Corporate Services Corporate Strategy Customer Business Development Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 Ey Copyright 2004 2015 NTP Software 26 Assigning a Department to a Roll Up To assign one department or more to a roll up perform the following steps 1 On the left hand side main menu click Roll Ups The worldwide leader in the real time control and management of unstructured data NTP Software Storage Financial
42. rtment name charge code username domain name Edit department information NI Use the Search options to locate the department you would like to edit 0 tw AVE Department Charge Code Search Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 SSS _ _ Copyright 2004 2015 NTP Software 19 2 Inthe Import Departments Information dialog box click the Choose File button and select a file with the extension CSV for comma separated value Import Departments Information Enter the path or click browse to enter the location containing your departments cost center data then click import to import your departments data Departmental Data Import File Location No ae chazen Import Note supports csy files only each record on a separate line with the following format department name charge code username domain name 3 Click the Import button to import the file NOTE Department information must be formatted correctly in order to be imported Following is the correct format do not include spaces between items lt department name gt lt department charge code gt lt username gt lt domain gt For example Sales 2739406 lbond Domain1 IMPORTANT The NTP Software File Reporter AD DCA can be used to automatically scan your environment Active Directory to retrieve departmental information This enables administrators to have d
43. s ilh Global Overview Manage Roll Ups illing Data Enables administrators to add different roll ups and to assign departments to them 3 Billing History Manage Roll Ups a ies rane Please select the parent node when you add a new roll up or assign department to a roll up Tiers a a Roll Ups Roll Ups Departments Account Management User Admin Roll Up Name Aad Administrative Services Directories Attorneys Business Development ge Configuration Root Business Sales YP Setup i A Roll Up 4 Channel Marketing Compensation and Benefits Consulting Corporate Affairs NI Corporate Development Corporate Operations 0 tw ave Corporate Services Corporate Strategy Customer Business Development Customer Research 2 In the Manage Roll Ups dialog box click the roll up to which you want to assign a department or multiple departments Manage RoUps 0 Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Up Name Corporate Affairs SS Corporate Development Corporate Operations EEE Copyright 2004 2015 NTP Software 27 3 From the Departments list select a department or departments that you want to assign to a selected roll up Manage RollUps Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Ups Roll Up Name a Add E Root Roll Up 1 Delet
44. s 1 On the left hand side menu click Tiers NTP Software Storage Financials ilh Global Overview Manage Tiers Bi Data Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost illing limit 3 Billing History Q New storage tier has been added successfully saa Departments Tiers qaa Manage Tiers 1a Rot Vps 3 User Admin Tier Name Default Rate Per GB Directories 2 Configuration Add pP Setup i F File Reporter Default Tier US 40 00 Configure Edit Tier A US 450 00 Configure Edit x T 1 2 of 2Record s 1 Page s Page Size 5 1 Previous Next gt OFEWAYE Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Manage Tiers dialog box specify the necessary values and then click the Add button to add the tier to the existing application tiers collection The new tier is added to a tabular form outlined below Manage Tiers Enables administrators to add different storage media with different rates and to store data on the storage media based on their needs and their cost eS New storage tier has been added successfully Manage Tiers Tier Name Default Rate Per GB om Default Tier US 40 00 Configure Edit Tier A us 450 00 Configure Edit w 1 2 0of2 Record s 1Page s Page Size 5 e 1 4Previous Nextb
45. ssign or switch Tiers C Not Assigned to any department aj Roll Ups From Department Name Lee amp User Admin Directories Server Name 2 Configuration YP Setup Domain Name oe 3 User Name 0 NTR ane Search Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 aE EEE Copyright 2004 2015 NTP Software 30 2 In the Search for Users dialog box add the required information Search for Users Use the Search options to locate the users you would like to assign or switch E Not Assigned to any department From Department Name Lookup Server Name Domain Name User Name Search NOTES To locate all the users that are not assigned to departments select the Not assigned to any department checkbox If you click the Search button with all the boxes blank this displays all the users within your environment 3 Click the Search button to search for the user s based on the specified criteria Results are then displayed Select Server name Domain name User name Department name Financial Analysis cOttawa NorthAmerica Achilles Corporate Operations sChicago NorthAmerica Adalia Enterprise Support sPhiladelphia NorthAmerica Adele Customer Business Development cWashington NorthAmerica Adeline Financial Analysis sHouston NorthAmerica Adelphos Corporate Operations
46. t s you wish to view and its accompanying directories or to assign new directories Department Charge Code Search Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Departments and Directories dialog box search for the department where the directory you wish to remove exists Departments and Directories Use the search provided to locate the departments you wish to view and its accompanying directories or to assign new directories Department ir Charge Code ooo i Search Copyright 2004 2015 NTP Software 41 3 Click the Configure Directories link next to the department name Account Management Maximum Use Configure Directories Administrative Services Ad2902 Maximum Use Configure Directories Attorneys At2905 Maximum Use Configure Directories Business Development Bu2904 Maximum Use Configure Directories Business Sales Bu2905 Maximum Use Configure Directories 1 5 of 25 Record s 5 Page s Page Size 5 12345 4Previous Nextt 4 In the Assigned Directories table click x before the directory you wish to remove from the application Assigned directories sChicaga 05 27 09 5 When the confirmation message is displayed click OK to confirm deletion Message from webpage N Me r Ore you sure you want to remove this directory assignment Cancel NOTE A confirmation message is displayed specifying the number of deleted d
47. the real time control and management of unstructured data ron NTP Software Storage Financials a ilh Global Overview Manage Roll Ups Enables administrators to add different roll ups and to assign departments to them Billing Data 3 Billing History Manage Roll Ups daa Departments Please select the parent node when you add a new roll up or assign department to a roll up Tiers w Roll Ups Roll Ups Departments i Account Management User Admin Roll Up Name Add Administrative Services 5 Directories p Business Development Configuration Root Business Sales P Setup A Roll Up 1 Channel Marketing Compensation and Benefits NI Corporate Development Corporate Operations 0 twa e Corporate Services Corporate Strategy Customer Business Development Customer Research Customer Service Customer Support Decision Solutions Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Manage Roll Ups dialog box enter the roll up name and then click the Add button Manage Roll Ups Please select the parent node when you add a new roll up or assign department to a roll up Roll Ups Departments Account Management Roll Up Name Ron Up 1 Add Administrative Services Attorneys Business Development i Root Business Sales Channel Marketing Compensation and Benefits Consulting Corporate Affairs Corporate Development Co
48. to import all of your departments again To edit departments perform the following steps 1 On the left hand side main menu click Departments The Departments page is displayed NTP Software Storage Financials ilh Global Overview Billing Data 3 Billing History sa Departments Tiers R Roll Ups 4 User Admin Directories gt Configuration Setup F File Reporter SIR eave Departments Import departments of your environment to the NTP Software Storage Financials The storage consumption is calculated for the imported departments peee Import Departments Information Enter the path or click browse to enter the location containing your departments cost center data then click import to import your departments data Departmental Data Import File Location No file chosen Import Note supports csv files only each record on a separate line with the following format department name charge code username domain name Edit department information Use the Search options to locate the department you would like to edit Department Charge Code Copyright 2004 2011 NTP Software All rights reserved NTP Software Storage Financials Version 5 1 2 In the Edit department information dialog box search for the department you wish to edit as explained in the Finding a Department section Edit department information Use the Search options to locate the department yo
49. u would like to edit Department pO Charge Code OS Search Copyright 2004 2015 NTP Software 23 3 Click the Configure link before the department you wish to edit a Department Charge Code Calculation Method Configure Account Management Ac2901 Maximum Use Configure Administrative Services Ad2902 Maximum Use Configure Attorneys At2903 Maximum Use Configure Business Development Bu2904 Maximum Use Configure Business Sales Bu2905 Maximum Use 1 5 of 25 Record s 5 Page s Page Size 5 e 12345 4Previous Nextt 4 Inthe Edit Account Management department information dialog box you can edit the department s charge code rate or calculation method Click the Save button Edit Account Management department Modify the required department fields then click the Save Button to save your modifications Charge Code Ac2901 Rate US 40 00 Set default rates Calculation Method MaxmumUse x soe aE Copyright 2004 2015 NTP Software 24 Managing Roll Ups The use of roll ups enables administrators to build a hierarchal structure of billing for the organization departments This feature provides administrators with several options including adding a new roll up deleting an existing roll up and assigning a department to a roll up Adding a New Roll Up To add a new roll up to the system perform the following steps 1 On the left hand side main menu click Roll Ups The worldwide leader in

Download Pdf Manuals

Related Search

Related Contents

PARL-56PDX/CR - Monacor Sverige AB  INSTALLATION AND OPERATING INSTRUCTIONS  No te pierdas ni una palabra  Emergency Lighting System  

Copyright © All rights reserved. Failed to retrieve file