Navigation Menu: Customer > Client Specific 'Edit' > Detailed Billing Exports


TIP:  For best results, use Google Chrome when working in the platform

 

Overview: This article provides detailed information on the features of creating an S3 bucket for detailed billing information for an individual Client. The platform can be configured to automatically populate detailed billing data into an S3 bucket defined by the customer in the AWS console for AWS and Microsoft Azure.  To use this feature, it requires an AWS account, creating an S3 folder, and an added policy to platform ARN role. Once activated, the platform writes billing data to the S3 file in the AWS account.  Storage costs in S3 do apply. 


For instructions on how to setup an S3 bucket at the Reseller (vs. Client) click this LINK


Customer Setup (from platform management console)


This section describes how you setup a depository for usage and billing data in an S3 bucket in the AWS account owned by the customer (Client).  If a Client has more than one AWS account in the platform, you setup the S3 bucket in one of the AWS accounts.  The platform will populate the S3 bucket with all data from all AWS accounts linked to the Client.


Before you can complete these steps, an S3 bucket must be created.  From the AWS console, setup the bucket policy and attach it to the ARN role for the platform (see item #5 in the instructions below).


To configure an S3 bucket for your customer, follow these steps:

1. In the platform, select the Customer module
2. Select the Customer from the list then click [Edit]
3. Select [Detailed Billing Exports] menu option

4. Toggle 'on' the 'Export billing reports' option

5. Mark the Cloud providers you want to export data against

6. Mark 'AWS S3'.  The window expands displaying additional fields
7. Select the AWS account associated with the S3 bucket from the list of dropdown list

8. Enter the name of the S3 bucket you created for the AWS account

9. Click the 'Verify' link to confirm communication between the platform and the AWS S3 bucket


Note:  Detailed steps for steps 8 and 9 above are provided below.


IMPORTANT INFORMATION:
If the customer is using the programmatic billing function inside their AWS account, best practice is to create a new billing bucket. 

This eliminates the possibility of file overwrite between the platform and AWS. 


Creating an Custom Policy From AWS Management Console

1. Log into the AWS console, then go to the 'IAM Management Console'

2. Select Policies

3. Click [Create Policy]



4. From the "Create policy" screen click the [JSON] tab


5.  Enter the following policy script.  Replace my_corporate_bucket with the name of the bucket you want the platform to write to.

 

{

    "Version": "2012-10-17",

    "Statement": [

        {

            "Sid": "VisualEditor0",

            "Effect": "Allow",

            "Action": "s3:PutObject",

            "Resource": "arn:aws:s3:::my_corporate_bucket/*"

        }

    ]

}



 6. To ensure that the added policy was input correctly, click the [Validate Policy] button 



7. Click [Save]

8. From the AWS 'IAM Management Console'  select Roles

9. Select the platform 'Read Only Role' (this is the role created during the linking setup process)

10. Attach Policy to the ARN role.



From the SES Platform


Return to the Client Account screen and click the 'verify' button next to the S3 bucket name.  The status should display as Verified.

Click [Save].


The next time the platform processes your bill, it will copy the fully processed detailed bill to the bucket you specified. The bill has the same format and file name as the detailed bills from AWS and will work with third-party tools.