Digital Services Configuration

Here you will find a step-by-step guide to setting up your digital service offering.
For more details on the elements involved in Subscription management, refer to the Subscription Main Concepts article.
In the Console, by entering the Service / Digital Services page, you can configure the Plans and Add-ons to be offered to Customers and Partners.

Each tab allows configuration of a Digital Services Definition, one for Customers and one for Partners. The content is the same, and you must choose which one you want to configure.

Let’s suppose you want to configure the Digital Services your Customer can subscribe to.
In this case, the By Thing Activation Mode has been used.

In this guide, we will see how to:

• Configure the Premium plan.

• Configure the Aided Production Add-on.

• Specify the Features.

• Specify the Annual fee

• Segment your digital offer by Product Model or Country.

• Specify the Trial period.

• Use the Features to enable pages in the DPS.

Edit the Premium plan

In the Plans section, you will find the Base plan, but you can add a new one, for instance, the Premium plan.

1. In the Plans box, click on the pencil icon (top right).

2. Click the Add Plan button.

3. Enter the required information (e.g., Premium).
   You can also provide a description that will be visible to users in the DPS.

4. Confirm the dialog, and the new plan will be created.

5. Within the card of the newly created plan, you can edit the plan's main information, define the included Features, and the Annual Fee.

Edit the Aided Maintenance Add-on

In the Add-on section, you can add new add-ons, for instance, the Aided Maintenance add-on.

1. In the Add-ons box, click on the pencil icon (top right).

2. Enter the required information (e.g., Aided Maintenance).
   You can also provide a description that will be visible to users in the DPS.

3. Confirm the dialog, and the new add-on will be created.

4. Within the card of the newly created add-on, you can edit the main information, define the included Features, and the Annual Fee.

Edit Feature

You can associate each Plan or Add-on with a set of Features that enable specific functions and pages in the DPS.
Clicking the Edit feature button opens a dialog that allows you to edit the Features and, for each one, specify the Name, Label, and Description.

Each Digital Service definition, one for the Customers and one for the Partners, has its own set of Features.  

You will find some predefined Features:

• Monitoring: The default feature that allows products/machines to be remotely monitored. It is enabled by default.

• Alerting: The feature that enables events and alert detection on the products/machines.

• Notifications: The feature that allows sending notifications for events.

While the system automatically manages the above features, your custom feature can be used to enable pages or single widgets.

Edit Annual Fee

Within a Plan or Add-on, you can define the annual fee, which corresponds to the amount the customer or partner must pay to use the features included in the Plan or Add-on.

Click the Availability and Pricing options to redefine the Plan or Add-on availability and the price per Product Model and Segment.  

Edit Availability and Pricing

For each Pkan or Add-on, you can redefine the fee by Product Model; for instance, the Premium plan may cost more for a more complex product.

Moreover, you can leverage the Customer Segments to redefine the price and specify whether the Plan or Add-on is available.
In case you are using Segments, all products/machines outside a specific segment are associated with the default availability and pricing.

Edit a Segment

You can define Segments to redefine your digital offer (Availability and Pricing) to customers in a specific country.

1. In the Segments section, click on the Add Segment button.

2. Enter the required information describing the Segment, for instance, the Name (e.g., eu_customers), the Label (e.g., EU Customer), and select the Countries (e.g., all EU countries).

3. Confirm the dialog, and the new segment will be created.

4. Now, when editing the Annual Fee, you can also specify the Availability and Price for a specific Product Model and Segment.

Note that Segments can be configured in the For Customers tab, and if needed, also in the For Partners tab.

Edit Trial period

You can allow your users to try all the Features for a limited time for free.

1. In the Trial period section, click on the Configure button.

2. Enable the Enable trial period switch button.

3. Specify the number of months the trial remains active.

4. Confirm the dialog, and the Trial period becomes available to your Customers or Partners.

In the DPS, when a customer or partner activates the very first machine/product, they gain access to the most advanced Plan and all available Add-ons at no cost.

Note that the Trial period can be configured in the For Customers tab and, if needed, in the For Partners tab.

How to configure feature availability

Features can be used to configure the Availability option, which is present in the following elements:

• A Page in a View.

• A Subpage in a Thing View.

• A Widget within a Template.

In all cases, you can associate the element with the set of features required to access it in the DPS.

If a feature to access a specific element is neither included in the plan nor available as an add-on, the element will be disabled or hidden entirely.
When a DPS user accesses a page where the feature is not available, a warning informs them that their subscription must be upgraded.

If a subpage displayed in a tabbed menu is unavailable (e.g., Uptime), the tab is displayed with a lock icon, and the content is the upgrade message.

Other than pages and subpages, you can also block single fragments (e.g., widgets, rows).
For instance, the Uptime - Last 30 Days box can be made available in the presence of a specific feature.

Views Configuration

While the Customer view does not require any particular configuration activity, in the Organization view, you can add the predefined pages (if missing):

• Subscriptions: Allows the back-office user to view and manage Customers' and Partners' subscriptions.  

• Payments:  Allows the back-office user to view and manage payments performed by Customers and Partners.  

Any user who manages and updates a Subscription must have the following permissions: READ_SUBSCRIPTION, WRITE_SUBSCRIPTION. So be sure that your User Types are updated.