TABLE OF CONTENTS
Agreement Mapping
The Agreement Mapping interface is used to tell the Integration how to calculate Additions on Company Agreements. It does so by allowing you to map a Site or a Group in the Global Site Manager to a Company Agreement within Manage.
Navigate to the Mappings interface by following the “Agreement Mappings” link in the navigational sidebar.
Add a Mapping
At the top of the page you will see an “Add New Mapping” control.
Select a Manage Company, Agreement for that Company, and a Manage Product. All of these are selected from a dropdown that is populated from the Manage API.
Then, select a GSM Site (and optionally a Group). The selected Site (or Group) will be mapped to the Addition and Product selected above. This means that the Agreement within Manage will have an Addition created against it for the Selected Product and the selected Site (or Group) will be used to update quantities on the Agreement Addition.
Then select either “Point in Time” or “Fair Use” for your Endpoint Tally Method. The Webroot API endpoint URLs used are below:
/sites/site_key/endpoints
/sites/site_key/groups/group_id/endpoints
Billing Periods
Point in Time
If Point in Time is selected, All Endpoints that are active at the time that the synchronization is run will be counted and applied toward the quantity on the Manage Agreement Addition (subtracting the Less Included value).
If the Site Agreement mapping has a Group, then
Quantity = endpoint TotalEndpoints
If the Site Agreement mapping does not have a Group, then
Quantity = count of endpoints that are NOT Deactivated
Optionally, you can also enter an integer number for “Less Included.” Less Included will directly update the Less Included field on the Agreement Addition within Manage.
Fair Use
If “Lookback Days” is selected, enter an integer number to represent the number of days to look back.
Billing Period will use Webroot Endpoint activity during the Current Manage Agreement billing period to calculate a quantity for the Agreement Addition.
If the Site Agreement mapping uses Billing Period, then
If the Manage Agreement has an Invoice, then
Start Date = the Manage Agreement Invoice date
End Date = Start Date + Manage Billing Cycle basis (7 days, or 1 month)
Else
Start Date = End Date - Manage Billing Cycle basis (7 days or 1 month)
End Date = Manage Agreement billStartDate
Lookback Days will look at Webroot Endpoint activity during the past X days to calculate the quantity for the Agreement Addition (where X is the integer entered in the text field.)
If the Site Agreement mapping uses Lookback Days, then
Start Date = The Current Date – the Site Agreement Lookback Days
End Date = The Current Date
The endpoint quantity will only be incremented for endpoints that are not deactivated during the corresponding timeframe. As a result, the quantity is calculated as follows:
Active
If the Webroot endpoint is not Deactivated, then
Last Seen Date = endpoint LastSeen
If Last Seen Date >= Start Date, then
Increase the quantity
Deactivated
If the Webroot endpoint is Deactivated, then
Modified Date = endpoint ModifiedDate
If Start Date <= Modified Date <= End Date,
Increase the quantity
Optionally, you can also enter an integer number for “Less Included.” Less Included will directly update the Less Included field on the Agreement Addition within Manage.
Review Existing Mappings
Below the “Add a Mapping” Controls is a control that shows existing mappings.
Here you can review existing mappings. You can also delete existing mappings. The Group column will be empty if the optional Group field was left empty when the mapping was created. The Billing Period/Lookback Days column will show “Billing Period” for mappings that were created using the Billing Period option. The number of lookback days will be shown for mappings that were created using the Lookback Days option.
Run Sync
Clicking the “Run Sync” link in the Navigational Sidebar will update all mapped Agreements in Manage as defined by their mapping rules.
If you leave the page open, it will refresh as the sync progresses and show the sync status of each individual mapping.
Review Existing Task
The “Review Existing Task” page allows you to review Recent Sync Tasks that have already been run. This history can be used to confirm Sync behavior and troubleshoot.
Click on an Agreement Sync record to see details about that Synchronization such as Status of the Sync, Errors that may have been encountered, Quantity that was set, and Manage Company Name, Manage Product Name, and Manage Agreement Name.
