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Working with account structures

Each charge in the Cloud Cruiser database is keyed to an account ID that uniquely identifies a billable entity, known as a customer. Billing reports are essentially database queries against a specific account ID or range of account IDs. If you have a general ledger account structure for your business, you should consider aligning your Cloud Cruiser account structure with it.


An account ID is an alphanumeric identifier that identifies a specific customer and reflects how that customer fits in to your hierarchical account structure. You can define alternate views of your account structure, changing the way you allow others to access the data so that it restricts what data a specific group of users are able to view by paring out levels of the accounting structure hierarchy.

When running standard reports you can control how data is separated and organized with the Account Structure and Account Level menus. The options available are based on the views created in the Administration > Configuration > Account Structure page and your user permissions.

For example, Cloud Cruiser uses the following levels by default:

  1. Business Unit
  2. Department
  3. Owner 
  4. Environment
  5. Resource ID

This structure includes the level Resource ID, which isn't actually part of an organizational hierarchy. But including an infrastructure element in your account structure allows you to see financial information about individual items—in this case, an individual VM—in reports. You can only see usage information for infrastructure that is not included in the account structure.

In this example, Business Unit is the highest and first account level, and Resource ID the lowest. An example of an account ID in this structure is:

Level Value
Business Unit Sales and Marketing
Department Market Research
Owner Joe User
Environment Production
Resource ID vol-0eca030c

Cloud Cruiser has a 12-character limit on account level names. Names that exceed this limit might not appear in reports.

Configuring the account structure

To determine the best structure, consider both the highest and lowest levels at which you will generate reports. Your highest-order (left-most) identifier should reflect the highest-level report to generate. This can reference an entire company, organization, or vendor. Likewise, your lowest-order (right-most) identifier should reflect the smallest level of granularity to report. This can reference project codes, individual employees, virtual machines, and so on. Between these two extremes, you can describe the levels of hierarchy of the organization.

To configure your account structure

  1. Go to Administration > Configuration > Account Structure.
  2. Select the Default structure from the list.
    The Default structure is your actual account structure used in Account IDs. Any others you create are only alternate views of this structure. Do not change the name of the Default structure.
  3. Add and modify levels as needed. If you are using a CloudSmart-Now solution, use the following levels:
    • Business Unit
    • Department
    • Owner
    • Environment
    • Resource ID

    Cloud Cruiser recommends that you use the account structure defined above, because the CloudSmart-Now workbook templates have been tested to work with this structure. If you must use a different account structure, you must also make the following changes in your CloudSmart-Now solution:

    • Update the ResourceOwnership.csv file with any new account levels or changes to the names of existing account levels. If you add new account levels, you must add those levels as columns in the ResourceOwnership.csv file, and populate the rows with data.
    • Ensure that the ResourceOwnership collection is collecting data for the new structure. Use the Advanced Configuration area of the collection to see the columns and data being collected.
    • Update the flows and steps in your workbook to ensure that workflow uses the correct names for your account structure levels, populates fields appropriately for each level, and publishes that data properly.
  4. Click Save.

Deleting an account level

If your corporate structure changes, you might need to delete an account level in Cloud Cruiser to match. 

To delete an account level

  1. Delete or reassign any customers associated with the account level you want to delete:
    1. Go to Financial > Customers.
    2. If you want to keep the customer, but change the account level association, select the customer, click the Detail tab and then change the Map to Level value for the account level you want to delete.
    3. If you want to delete the customer, right-click the customer, select Delete Customer, and then click OK in the verification dialog box. 
  2. Go to Administration > Configuration > Account Structure.
  3. Select the account structure you want to modify.
  4. In the Account Structure window, drag the account level you want to delete to the bottom of the list.
  5. Click Save.
  6. Right-click the account level you just moved, and select Remove Account Level.
  7. Click Save.
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