Billing Data Connections

Optima ingests billing data provided by major cloud providers and allows you to allocate costs, identify waste, and performed detailed analysis of your cloud spend. The following articles explain how to configure Optima to read your billing data.

In addition to the steps on this page, there are Cloud Provider Billing Data Instructions for configuring bill data from each of the cloud providers which must be completed.

There are two ways to create new billing data connections and update credentials for existing billing data connections:

Using the Optima UI
Automate Using the Optima API

Using the Optima UI

Note:The content on this page applies to the new Optima capabilities only. New customers onboarded since January 15th, 2019 have access to this functionality by default. If you are a preexisting customer and would like access to the new Optima features, please contact your account manager.

Using the Optima UI, complete the following to configure your billing data connections:

Navigate to the Optima UI Billing Configuration Settings
Add New Billing Data Using the Optima UI
View Billing Configuration Information Using the Optima UI
Update Billing Data Configurations Using the Optima UI
Remove Billing Data Using the Optima UI

Navigate to the Optima UI Billing Configuration Settings

From any screen in Optima, select the Settings option in the left-hand navigation bar, and then select the Billing Configuration tab.

Note:The Billing Configuration option is only available for users that have the enterprise_manager role.

Add New Billing Data Using the Optima UI

To add new billing data to Optima:

1. Select the Add a cloud bill button in the upper-right corner of the Billing Configuration page.
2. Select the cloud provider that you would like to connect to Optima.

Note:Each cloud provider requires different billing configuration information. For details, see Cloud Provider Billing Data Instructions.

3. Click Continue.
4. Optima performs the initial validation of the configuration data and provides a success or failure message.
If successful, billing data can be expected to be available within 24 hours.
If unsuccessful, please check all configuration information and try again, or Contact Us.

View Billing Configuration Information Using the Optima UI

In the Billing Configuration page, all connected bills are listed on the left. Selecting any bill provides details about the configuration information in the Info pane on the right. For Azure CSP connections, the Tenants tab shows the CSP tenants that are currently configured.

For each cloud, non-sensitive configuration information is made available. Sensitive key material is not available via the Optima UI.

Note:The Last updated on date reflects the last change of configuration information for this bill, not the last bill that was processed.

Update Billing Data Configurations Using the Optima UI

In the case of credential rotation or other changes in the cloud environment, the configuration of each bill can be updated. Each cloud allows most configuration data to be updated except for the account ID (or equivalent).

To update billing data configurations:

1. Select the bill that needs to be updated.
2. Click the blue Edit button in the lower-right corner of the Bill Information panel.
3. Change the billing configuration data as needed.

Note:Each cloud provider requires different billing configuration information. For details, see Cloud Provider Billing Data Instructions.

4. Click Update.
5. Optima performs an initial validation of the configuration data and provides a success or failure message:
If successful, the new configuration is saved.
If unsuccessful, please check all configuration information and try again, or Contact Us. The current configuration will not be updated.

Remove Billing Data Using the Optima UI

Bill data configurations can be removed from Optima to prevent data from being updated for a given account.

Important:Once removed, any rules, dashboards, or other features relying on that billing data will no longer contain updated information for that account.

To remove a set of billing data from Optima:

1. Select the bill to remove.
2. Click the red Delete button in the lower-left of the Bill Information panel.
3. Confirm the billing data deletion by clicking Remove Configuration.

Automate Using the Optima API

The Optima Bill Connect API provides full control of billing data configuration and can be used to automate connections or credential rotation using a REST-compliant interface.

The BillConnects resource provides a list of all billing data configurations (except for Azure CSP), while cloud-specific resources are used for creating, updating, and removing billing data configurations.

Note:For Azure Cloud Solutions Provider (CSP) partners, see Managing CSP Partnerships and Customers in Optima.

Using the Optima API, complete the following to configure your billing data connections:

Add New Billing Data Using the Optima API
Update Billing Data Configurations Using the Optima API
Remove Billing Data Using the Optima API

Add New Billing Data Using the Optima API

To add new billing data, use the cloud-specific path for bill connects with the POST method. Each cloud provider requires different payloads in the POST. For details, see Cloud Provider Billing Data Instructions.

The specific API resources/paths for each cloud provider are as follows:

AWS - AWSBillConnects
Google - GoogleBillConnects
Microsoft Azure (Enterprise Agreement) - AzureEABillConnects
Microsoft Cloud Solution Provider (CSP) Partner - Managing CSP Partnerships and Customers in Optima.

If the API returns a success code, the configuration has been saved and billing data can be expected to be available within 24 hours.

Update Billing Data Configurations Using the Optima API

To update the credentials or other configurations for an existing bill data connection, locate the ID of the bill connect resource through the API or UI and make a PATCH call to that href. Each cloud provider requires different payloads in the PATCH.

For details, see Cloud Provider Billing Data Instructions.

The specific API resources/paths for each cloud provider are as follows:

AWS - AWSBillConnects
Google - GoogleBillConnects
Microsoft Azure (Enterprise Agreement) - AzureEABillConnects
Microsoft Cloud Solution Provider (CSP) Partner - Managing CSP Partnerships and Customers in Optima.

If the API returns a success code, the configuration has been saved.

Remove Billing Data Using the Optima API

Bill data configurations can be removed from Optima to prevent data from being updated for a given account.

Important:Once removed, any rules, dashboards, or other features relying on that billing data will no longer contain updated information for that account.

To remove billing data configurations from Optima, locate the ID of the bill connect resource through the API or UI and make a DELETE call to that href. Each cloud requires different payloads in the DELETE call.

For details, see Cloud Provider Billing Data Instructions.

The specific API resources/paths for each cloud provider are as follows:

AWS - AWSBillConnects
Google - GoogleBillConnects
Microsoft Azure (Enterprise Agreement) - AzureEABillConnects
Microsoft Cloud Solution Provider (CSP) Partner - Managing CSP Partnerships and Customers in Optima.