Mapping accounts and enabling automatic billing

Use the Accounts tab in the Kaspersky Security Integration Tool for MSP window to set up and modify mapping between accounts in Autotask and virtual servers or companies in your Kaspersky Lab solution. To set up mapping, accounts must be created in Autotask, while virtual servers must be added to Kaspersky Security Center Administration Server or companies must be created in Kaspersky Business Hub.

On the Accounts tab, you can also enable automatic billing for your Autotask accounts. This means that information about the number of licenses for Kaspersky Lab security applications provided during the current billing period can be updated regularly and automatically in Autotask. Timely updating lets you prepare customer invoices more quickly and easily.

When you click the Accounts tab, a list is displayed, showing virtual servers or companies and their corresponding Autotask accounts. You can add existing virtual servers or companies to the integration and map Autotask accounts to them. You can also delete mapping between a virtual server or company and its corresponding account. In this case, neither the virtual server / company nor the account is deleted; instead, the link between them is broken.

Mapping accounts and enabling automatic billing

The following sections explain how to add or remove virtual servers or companies to / from the integration and how to configure automatic billing.

Adding and removing virtual servers or companies

You can add existing virtual servers or companies to the integration or remove them from the integration.

To add or remove virtual servers or companies to / from the integration:

1. In the Kaspersky Security Integration Tool for MSP window, click the Companies tab.
2. Click the Add / remove virtual servers link if you use Kaspersky Security Center, or the Add / remove companies link if you use Kaspersky Business Hub, and then do one of the following:
   • Select check boxes next to existing virtual servers or companies to add them to the integration. Then you can match these virtual servers or companies to Autotask accounts.
   • Clear check boxes next to virtual servers or companies to remove them from the integration. This action does not remove the virtual servers from Kaspersky Security Center or companies from Kaspersky Business Hub; it only deletes the mapping between the virtual servers or companies and the Autotask accounts.
3. Click OK.

Each virtual server or company can be added to one integration only. That is, if a virtual server or a company is added to an integration, it is not displayed in a list of virtual servers or companies available for another integration.

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Setting up automatic billing

You can map virtual servers or companies to Autotask accounts and configure automatic billing for the selected accounts.

To set up mapping between virtual servers or companies and Autotask accounts, and edit billing settings:

1. In the Kaspersky Security Integration Tool for MSP window, click the Accounts tab.
2. In the Virtual server column (if you use Kaspersky Security Center) or in the Company column (if you use Kaspersky Business Hub), locate the virtual servers or companies to which to map the Autotask account.

   If you have a long list of virtual servers or companies, use the search box located above the table, on the right, to find the required virtual server or company. Type any part of the virtual server or company name in the search box and click the Search button. Only the virtual servers or companies whose names contain the string you entered are displayed.

3. In the Autotask account column, click the drop-down arrow and select the account you want to map to the virtual server or company.

   One-to-one mapping is supported. You can map one virtual server or one company to a single Autotask account.

4. Turn automatic billing on or off for your Autotask account by using the toggle button in the Billing settings column.

   To use automatic billing, you must create mapping between Kaspersky Lab security applications and their Autotask equivalents—services. For details, see Mapping Autotask services to security applications.

5. Click the Select contract drop-down arrow in the Billing settings column and select one of the available Contracts associated with the account you selected in the Autotask account column.

   A contract of the Recurring Service type must exist for the selected account in Autotask in order for automatic billing to be set up successfully. Contracts for an account are created and managed in Autotask. You can view the contracts for the selected account in Autotask.

   For details on automatic billing, see How automatic billing works.

6. If necessary, repeat steps 2 to 5 for each pair: virtual server-account or company-account.
7. Click the Save changes button to save your mapping.

After the accounts are mapped to the virtual servers or companies and automatic billing is configured, the Contract Service Adjustments for the licensed Kaspersky Lab security applications are automatically created for these accounts in Autotask.

How automatic billing works

You can configure automatic billing to enable Kaspersky Security Integration with Autotask to create, and update daily, the Contract Service Adjustments for accounts in Autotask. When automatic billing is configured, information about usage of Kaspersky Lab security applications on managed computers is transferred to Autotask automatically, allowing faster periodic generation of invoices for your customers. For the information about enabling and configuring automatic billing, refer to Setting up automatic billing.

Automatic billing works according to the following rules:

• Kaspersky Security Integration Service for MSP runs automatic billing daily, so that you have up-to-date usage information in Autotask any time you have to generate an invoice for a client.
• Kaspersky Security Integration Service for MSP creates Service Adjustments to Autotask Contracts only for those Kaspersky Lab security applications that are mapped to Autotask Services. For details, refer to Mapping Autotask services to security applications.
• For each account with a specified Contract that is mapped to a virtual server or a company, Kaspersky Security Integration Service for MSP calculates how many devices managed by this virtual server or belonging to this company utilize licenses for Kaspersky Lab security applications. Only unexpired and active commercial keys and subscriptions are counted. Servers and workstations are counted separately if the Bill devices by category option is selected when Kaspersky Lab security applications and Autotask services are mapped. Also, Kaspersky Security Integration Service for MSP calculates how many Kaspersky Security for Microsoft Office 365 mailboxes are protected.
• Every time the number of devices that utilize licenses for Kaspersky Lab security applications or the number of protected mailboxes changes, Kaspersky Security Integration Service for MSP generates a Service Adjustment for the Contract associated with the account. This Service Adjustment contains information on how usage of the Kaspersky Lab security applications changed.

To differentiate the pricing policy for two types of devices (servers and workstations), a separate billing feature is available. Kaspersky Security Integration Tool for MSP supports two billing configurations:

• Associates a single licensed Kaspersky Lab security application with a single Autotask service.
• Associates a single licensed Kaspersky Lab security application with three different Autotask services: one for servers, a second for workstations, and a third for non-Windows devices.

  Some Kaspersky Lab applications, for example, Kaspersky Endpoint Security Cloud Plus, use the per-user licensing model and do not support separate billing for servers and workstations. Such applications can be associated with a single Autotask service only.

  In this case, Autotask analyzes the type of client device (server or workstation) that uses the Kaspersky Lab license. Data about each Kaspersky Lab security application license used by the device is associated with the Autotask service mapped to this Kaspersky Lab security application.

  For example, if a client company uses Kaspersky Endpoint Security for Business Advanced on 100 devices, where 90 of them are workstations and 10 are servers, Kaspersky Security Integration Service for MSP does the following:

  • Creates a Contract Service Adjustment on 90 devices for the Autotask service for workstations.
  • Creates a Contract Service Adjustment on 10 devices for the Autotask service for servers.