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Ubuntu Pro self‐service onboarding documentation

alysonrose88 edited this page Sep 1, 2023 · 1 revision

Ubuntu Pro self-service onboarding documentation

Ubuntu Pro: general account setup

Ubuntu One:

Access to the Ubuntu Pro customer portals - and in fact all Ubuntu websites requiring a login - is mediated through Ubuntu One Single Sign On.

You may already have an Ubuntu One account. If not, this section is for you:

After purchasing a new Ubuntu Pro subscription, the named technical contact - who will either have been named as such during the Sales process or, for store customers, is the person owning the email address provided at point of purchase - needs to create an Ubuntu One account. Navigate to Ubuntu One and select “I do not have an Ubuntu One account.” Then create your new account, selecting a username and password of your choosing and listing the email address associated with your new subscription as your “preferred email address.”

After verifying your email address, you are ready to access the Ubuntu Pro customer portals. There are three portals that you will be able to access - the Ubuntu Pro dashboard, Canonical Support Portal and Landscape.

Ubuntu Pro dashboard:

The first customer portal is the Ubuntu Pro dashboard. This dashboard gives you an overview of your current Ubuntu Pro subscriptions, along with relevant information about them, such as start date, end date, license type and quantity.

Most importantly, this dashboard is where you go to access your Ubuntu Pro token, which is needed to enable most of the Ubuntu Pro services. For more information about the Ubuntu Pro token, client, and active machine count, head to the onboarding module on Bitstream services: overview & enablement - link within docs.

For store customers, you can also add, amend and renew your Ubuntu Pro subscriptions on this page.

For all customers, you can add additional users to the Ubuntu Pro dashboard here, too; we recommend adding at least one secondary user, simply to ensure that in the event of illness or internal changes on your side, you do not lose access to your account.

To manage access to the Ubuntu Pro dashboard, click on “Account Users” and add or amend users on the dashboard. There are three different role types for this customer portal: technical users, who can access the dashboard and tokens but cannot make changes to subscriptions; billing users, who can update payment methods, add and renew subscriptions but cannot access the Ubuntu Pro token; and administrators, who can do everything.

Canonical Support Portal:

Canonical Support Portal:

The next customer portal is the Canonical Support Portal. The Support Portal is where our Knowledge Base lives - this is a comprehensive repository of troubleshooting and solution articles that is continuously extended and maintained by our technical support experts. On top of our official product documentation on our websites, the KB is your first instance to look for first-hand, verified support documentation for Ubuntu and the software that Canonical has built around Ubuntu. For customers with support contracts, the Support Portal is also of course where you go to open a ticket with our technical support team.

Once again, we recommend adding at least one secondary user to the Support Portal, to ensure that you do not lose access to your account.

To add and update Support Portal users, click on the profile icon to the right hand side of the search bar and then click “My account.” Then add new users using the “new user” button as needed - make sure to check the “Active Ubuntu Advantage user” box or else the new contact will not be enabled as a Support Portal user.

Finally, note that you can have up to a maximum of 5 Support Portal users per 500 licenses.

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