diff --git a/blog-service/2024-12-11-manage.md b/blog-service/2024-12-11-manage.md new file mode 100644 index 0000000000..ae6ba55efb --- /dev/null +++ b/blog-service/2024-12-11-manage.md @@ -0,0 +1,18 @@ +--- +title: Self-Service Checkout (Manage) +image: https://help.sumologic.com/img/sumo-square.png +hide_table_of_contents: true +--- + +import useBaseUrl from '@docusaurus/useBaseUrl'; + +icon + +We’re excited to introduce self-service checkout, a streamlined way for trial users to upgrade to an **Essentials** plan directly from within the Sumo Logic platform. No more waiting for sales assistance—now you can unlock premium features in just a few clicks! + +With self-service checkout, you’ll enjoy: +- **Quick upgrades**. Complete your purchase in minutes. +- **Instant access**. Start using advanced features right away. +- **Convenient payments**. Pay securely with a credit card. + +Ready to get started? [Learn how to upgrade your plan](/docs/get-started/sign-up). diff --git a/docs/get-started/sign-up.md b/docs/get-started/sign-up.md index f8e6c2cff1..21af80cb7c 100644 --- a/docs/get-started/sign-up.md +++ b/docs/get-started/sign-up.md @@ -47,9 +47,10 @@ Next, you'll be taken to your onboarding checklist guide, where you can view das ### Upgrade or continue with Free account -#### Free account +After your trial ends, if you've not purchased a plan, your account will automatically convert to a Free account. This account lets you continue using Sumo Logic monitoring and log analytics services with limited features. To unlock premium features and scale as your needs grow, you can upgrade to a [paid plan](#essentials-plans) at any time. -After your trial ends, your account will automatically convert to a Free account. This account lets you continue using Sumo Logic monitoring and log analytics services with limited features. To unlock premium features and scale as your needs grow, you can upgrade to a paid plan at any time. +
+What's the difference between a Trial and a Free account? | | Trial accounts | Free accounts |:------------|:---------------|:------------ @@ -65,8 +66,20 @@ After your trial ends, your account will automatically convert to a Free account 3 Forwards your logs to an S3 bucket after being collected and analyzed in Sumo Logic.
4 Notifies you in real-time when errors occur on your systems. +
+ For information on plan types and pricing, see [Sumo Logic Pricing](https://www.sumologic.com/pricing) and [Manage Subscription](/docs/manage/manage-subscription). +#### Essentials plans + +Using our self-service checkout, you can sign up for a Sumo Logic Essentials plan in just minutes using a credit card—no need to interact with the sales team. Ready to get started? [Learn how to upgrade your plan](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account). + +Essentials landing page checkout + +#### Enterprise plans + +If the Essentials plan doesn’t fully meet your needs and you’re interested in exploring further options like Cloud SIEM, contact [Sales](https://www.sumologic.com/contact-us/) to upgrade to an Enterprise plan. Our team is here to help you find the best fit for your organization. + ## Sign up through AWS Marketplace Signing up for a Sumo Logic account through the AWS Marketplace creates a new Sumo Logic organization and account. It allows you to pay your bill using your Amazon account. All you need to sign up is a company email address and your location: North America, Europe, or Australia. @@ -148,7 +161,7 @@ Should you decide to cancel, you can do this through AWS Marketplace. Your subscription will be cancelled immediately. -### Kickstart your Sumo Logic experience with placeholder data +## Kickstart your Sumo Logic experience with placeholder data Get started with Sumo Logic effortlessly using **Kickstart Data**, preloaded placeholder data designed to help you explore and understand the platform’s capabilities. With Kickstart Data, you can dive in immediately and explore Sumo Logic's features without needing to set up your own data sources. diff --git a/docs/manage/manage-subscription/sumo-logic-credits-accounts.md b/docs/manage/manage-subscription/sumo-logic-credits-accounts.md index ab45c58ee5..fca62c73a5 100644 --- a/docs/manage/manage-subscription/sumo-logic-credits-accounts.md +++ b/docs/manage/manage-subscription/sumo-logic-credits-accounts.md @@ -20,33 +20,43 @@ This plan was formerly called *Cloud Flex Credits*. ## Credits - Account types -You can select from Free, Trial, Essentials, Enterprise Operations, Enterprise Security, or Enterprise Suite Credits accounts. +Sumo Logic offers the following account types: Free, Trial, Essentials, Enterprise Operations, Enterprise Security, and Enterprise Suite. ### Free -Free accounts give you access to most Sumo Logic features, with a credit allocation of 20 credits a day. Credits can be used for logs, metrics, and traces, in any combination that meets your needs. The retention period for logs is 7 days. Free accounts allow three users. Free account holders can [upgrade](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account) to Sumo Logic paid service agreements in the Sumo Logic UI. +Free accounts offer access to most Sumo Logic features with the following limitations: +- **Daily Credit Allocation**. 20 credits for logs, metrics, and traces. +- **Retention**. 7-day log retention. +- **Users**. Limited to three users. + +Free accounts can be upgraded to a paid subscription in the Sumo Logic UI. For details, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account). :::note -[Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management) is not available for Free accounts. +Free accounts do not support [Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management). ::: ### Trial -Trial accounts allow you to try all of Sumo Logic's advanced features to understand how Sumo Logic will fit within your organization before you buy. It includes a credit allocation to support a daily data volume limit of 1 GB per day, with 20 users and 30 days of data retention. If you use up the credits allocated for the trial period before the period ends, Sumo Logic’s [standard throttling mechanism](../ingestion-volume/log-ingestion.md) will be applied to your log ingest. +Trial accounts allow full access all Sumo Logic features to test how Sumo Logic will fit within your organization before you buy. It includes: +- **Daily Credit Allocation**: Supports a daily data volume limit of 1 GB per day. +- **Retention**: 30 days for all data. +- **Users**: Up to 20 users. -To access your [Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management) page: +Trial accounts enable you to leverage our full suite of [Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management) tools: * [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu select **Administration > Account > Data Management**. * [**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Data Management**. You can also click the **Go To...** menu at the top of the screen and select **Data Management**. -Trials are limited to 30 days. If you need to extend your trial period, contact our [sales team](mailto:sales@sumologic.com) to inquire about a Proof of Concept (PoC). +Trials are limited to 30 days. If you use up the credits allocated for the trial period before the period ends, Sumo Logic’s [standard throttling mechanism](../ingestion-volume/log-ingestion.md) will be applied to your log ingest. If you need to extend your trial period or request a Proof of Concept (PoC), contact our [sales team](mailto:sales@sumologic.com). ### Essentials -Essentials accounts scale to meet your growing needs for user licenses, data retention, and volume options based on subscription. +Essentials accounts scale to meet your growing needs for user licenses, data retention, and volume options. The Essentials plan includes options tailored to various needs: - +* **Troubleshoot**. Foundational log analysis and troubleshooting. +* **Collaborate**. Advanced team collaboration features. +* **Orchestrate**. Designed for organizations requiring robust workflows and automation. -You can [upgrade](upgrade-sumo-logic-credits-account.md) from a Essential plan to an Enterprise plan at any time. +For details on upgrading to an Essentials plan or higher, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account). Essentials accounts can be upgraded to Enterprise accounts anytime. ### Enterprise Operations @@ -175,7 +185,7 @@ To analyze usage trends: * Use the pan feature (magnifying glass icon) to scroll through data. * Hover over chart sections for detailed insights. -#### Promotional Credits +### Promotional Credits There are times when Sumo Logic promotes services and consumables through the provision of Promotional Credits. Promotional Credits are non-transferrable and auto-expire at the end of the promotion period. In other words, if the Promotional Credits are not used within the promotion period, they do not carry over. They are of a "use it or lose it" nature. Promotional Credits are specific to a promotion and cannot be used for any service. The criteria, including promotion period, are listed in your contract. Promotional Credit consumption is calculated separately from the credits you paid for in your contract period. Promotional Credits are utilized as the priority credit for the specified credit variable. diff --git a/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account.md b/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account.md index 0de569e6a5..158691dfeb 100644 --- a/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account.md +++ b/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account.md @@ -5,70 +5,70 @@ sidebar_label: Upgrade a Credits Account description: Learn how to upgrade a Free or Trial account to an Essentials subscription. --- -This page has instructions for upgrading a Sumo Logic Free or Trial account to an Essentials account, and for updating an existing Essentials account. +import useBaseUrl from '@docusaurus/useBaseUrl'; -For information about Essentials accounts, see [Credits - Account Types](/docs/manage/manage-subscription/sumo-logic-credits-accounts).  +This page explains how to upgrade a Free or Trial Sumo Logic account to Essentials and adjust existing Essentials plans. -:::note -For information about canceling a Sumo Logic subscription, see [Close or Cancel a Sumo Logic Account](close-cancel-sumo-account.md). -::: +## Prerequisites -## Update a Free or Trial Credits account to Essentials +You must be an account administrator to upgrade your Sumo Logic plan. -:::note -You must be an admin to upgrade your Credits free or trial account. -::: +## Upgrade a Free or Trial Credits account to Essentials -1. To initiate your account upgrade: - * Click the **Upgrade** link at the top of the Sumo Logic UI in your account, or - * [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**.
[**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**. -2. The **Manage Plan** page appears. -3. Click **Upgrade**. The page refreshes to display the **Customize Plan** step. -4. **Choose Subscription Type**. Click a radio button to change your subscription type from monthly to annual, or from annual to monthly, as desired. (In this case, we choose Monthly.) Monthly subscription billing is charged at the start of each billing cycle. An annual subscription is billed at the start of the subscription. -5. **Calculate Sumo Credits to Purchase**. Estimate your daily usage for each product variable. As you change the values, the required credits shown to the right will adjust. - * **Continuous Log Ingest**. Select an estimate of your daily ingestion to the Continuous Tier, in GB. - * **Continuous Log Storage**. Select the number of days you want to retain the data ingested to the Continuous Tier. - * **Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM.) - * **Tracing Ingest**. Enter an estimate of your daily ingestion of [transaction traces](/docs/apm/traces), in GB.  -6. After making your selection for each product variable, click **Continue**. -7. On the **Enter Payment Method** page, enter your payment details, and click **Submit**. -8. The page refreshes to display the **Confirm Upgrade** step, displaying the cost per period for the subscription, the subscription period, your estimates for each product variable, and the cost of the subscription per period. -9. Click **Service Level Agreements** to review the terms of the subscription. -10. To complete the upgrade, click the checkbox to acknowledge the Service Level Agreements, and click **Confirm & Pay**. - -:::note -The payment will be calculated for the full day on which you confirm and pay. The start date and time for your subscription will be midnight Pacific Standard Time (PST) of the day you confirm and pay.  -::: +Using our self-service checkout, you can upgrade for an Essentials plan in minutes using a credit card—no need to interact with the sales team. + +Sumo Logic Essentials upgrade plans + +Essentials plans are ideal for: +- Small- to medium-sized businesses seeking quick and independent onboarding. +- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics. + +
+What's a Sumo Credit? + +Sumo Credit is a unit of measure used to flexibly pay for any products (e.g., logs, metrics, storage) within your plan. It allows you to allocate resources as needed, helping to avoid unnecessary waste. + +
-## Update an Essentials account +Steps to upgrade: -This section has instructions for making changes to your Essentials account. You can change your plan from monthly to annual or from annual to monthly. You can also increase or decrease the levels of Log Ingest, Log Retention, Metrics, and Tracing provided by your plan. +1. Navigate to the **Manage Plan** page. + * **[Classic UI](/docs/get-started/sumo-logic-ui-classic)**. From the left navigation menu, go to **Administration** > **Account** > **Manage Plan**. + * **[New UI](/docs/get-started/sumo-logic-ui)**. From the top navigation menu, go to **Administration** > **Manage Plan**. -Updates to an annual plan will take effect upon your next billing cycle, or when your current credit balance is depleted. Until the update takes effect, it will be in a “pending” status and you can cancel it. +1. Select your Essentials plan. + - Choose **Troubleshoot**, **Collaborate**, or **Orchestrate** ([learn more](/docs/manage/manage-subscription/sumo-logic-credits-accounts/#essentials)). + - Choose **monthly** or **annual** billing. + +1. Enter your payment details. + - Fill out the secure payment form. Once your payment is processed, your account will be upgraded, granting you immediate access to premium features. The payment is calculated for the full day on which you confirm and pay. Your subscription begins at midnight PST on that day. + +## Adjusting Essentials plans + +You can switch between Essentials plans or update billing cycles as needed. Changes take effect immediately or at the next billing cycle, depending on your request. + +The table below explains our Essentials plan billing plan change policies. + +| Plan Type | Immediate Plan Change Allowed? | What Happens at 100% Credit Depletion? | When are Overages Charged? | When are Plan Changes Charged? | +|:--------------------------|:------------------------------------|:--------------------------------------------|:-------------------------------------------|:--------------------------------------------------| +| **Month-to-month** | Yes | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle | +| **Month-to-annual** | No | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle | +| **Annual-to-annual** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle | +| **Annual-to-month** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle | + +:::note +- There is no carry forward of unused credits in any plan type. +- Customers using order forms for billing cannot switch to self-service payments. +- Downgrades to the Free account are not supported through the checkout interface. +- Downgrades between paid plans take effect at the start of the next billing cycle. +::: -When you update the product variables for a monthly plan (without changing to an annual plan), you have the option to upgrade immediately. Otherwise the updates will take effect upon your next billing cycle, or when your current credit balance is depleted. +To modify your payment details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information). If you encounter issues during your upgrade, contact [Support](https://support.sumologic.com/support/s/). -**To update your Essentials plan** +## Enterprise plans -1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**.
[**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**.
The page displays information about your current plan: whether it’s monthly or annual, the billing cycle, the total credits for the plan, and the cost per period. -2. Click **Upgrade**. The page refreshes to display the **Customize Plan** step. -4. Choose **Subscription Type**. Click a radio button to change your subscription type from monthly to annual, or from annual to monthly, as desired. -5. **Calculate Sumo Credits to Purchase**. Use the dropdown lists to select new values for each product variable you want to change. As you make your changes, the plan cost and credits values are updated - * **Continuous Log Ingest**. Select an estimate of your daily ingestion to the Continuous Tier, in GB. - * **Continuous Log Storage**. Select the number of days you want to retain the data ingested to the Continuous Tier. - * **Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM.) - * **Tracing Ingest**. Enter an estimate of your daily ingestion of [transaction traces](/docs/apm/traces), in GB. -6. Click **Continue** to go to the **Payment Method** step. -7. On the **Confirm Payment Method** page, click **Continue** to use the current payment method, or click **Change payment method** to enter new payment details. -8. On the **Confirm Upgrade** page, if you have a monthly plan, you have the option to either upgrade right away, or on your next subscription billing date. The following information, which pertains to an immediate upgrade, is displayed: - * **Remaining Days**. The number of days remaining in your billing cycle. - * **Prorated Credits**. The number of credits for your new product variable levels through the end of your billing cycle. - * **Prorated Cost**. The cost of the credits for your new product variable levels through the end of your billing cycle. This is the amount you’ll be charged in the next billing cycle. +If your needs exceed Essentials plan capabilities, contact [Sales](https://www.sumologic.com/contact-us/) to explore Enterprise plan features like Cloud SIEM and advanced tiered analytics. Our team is here to help you find the best fit for your organization. - :::note - If your plan is annual, rather than monthly, you won't be prompted with the option to upgrade immediately. - ::: +## Cancel your account -9. To upgrade immediately leave the **Immediately** option selected in the **When do you want the upgrade to take effect section**. Otherwise select **When subscription next bills…** -10. Click **Service Level Agreements** to review the terms of your plan, and then click **Confirm** to complete the upgrade. -11. The page refreshes and displays the **Upgrade Successful** message. +Looking to cancel your Sumo Logic subscription? See [Close or Cancel a Sumo Logic Account](close-cancel-sumo-account.md). diff --git a/static/img/manage/subscriptions/confirm-upgrade-2.png b/static/img/manage/subscriptions/confirm-upgrade-2.png deleted file mode 100644 index 8db5bdde47..0000000000 Binary files a/static/img/manage/subscriptions/confirm-upgrade-2.png and /dev/null differ diff --git a/static/img/manage/subscriptions/essentials-landing-page.png b/static/img/manage/subscriptions/essentials-landing-page.png new file mode 100644 index 0000000000..ffd314b3f0 Binary files /dev/null and b/static/img/manage/subscriptions/essentials-landing-page.png differ