microsoft partner conference 2004 1. 2 software assurance benefit (sab) 2.0 update u-li ong program...

Microsoft Partner Conference 2004 1


Software Assurance Benefit (SAB) 2.0 UpdateSoftware Assurance Benefit (SAB) 2.0 UpdateU-Li OngProgram Manager


What’s ChangingWhat’s Changing• On August 23rd, there will be many

enhancements made to the current benefit administration processes in MVLS

• The enhancements will make management of many benefits easier for customers – Based on Customer & Partner feedback

• There will be some minor changes to accepting the Terms and Conditions as well

• The following slides will cover the enhancements• Due to the volume of changes, the

enhancements will be covered in groups based on benefits


AcronymsAcronyms

• MVLS = Microsoft Volume Licensing Services• SAB = Software Assurance Benefit• BA = Benefits Administrator• EA = Enterprise Agreement• OLV = Open License Volume• NC or NTC = Notices Contact• EPP = Employee Purchase Program• HUP = Home Use Program• PRS = Problem Resolution Support

• MVLS = Microsoft Volume Licensing Services• SAB = Software Assurance Benefit• BA = Benefits Administrator• EA = Enterprise Agreement• OLV = Open License Volume• NC or NTC = Notices Contact• EPP = Employee Purchase Program• HUP = Home Use Program• PRS = Problem Resolution Support


UpdatesUpdates• General Changes• PRS (Support) Changes• HUP & EPP Changes• eLearning for OPEN Changes• Training Voucher Changes• Tools Changes• SA Exchange Server Applications - Intelligent

Message Filter• Disaster Recovery Benefit• ESLP changes• Explore.ms reports• SAB Admin Role


General ChangesGeneral Changes


General ChangesGeneral Changes• These changes effect all benefits or

large groups of benefits• The changes in this section include:

– Bulk upload of benefit users– Benefit subscription transfer– Accepting terms and conditions– Grace periods for benefit access– New link to VLKs in MVLS

• These changes effect all benefits or large groups of benefits

• The changes in this section include:– Bulk upload of benefit users– Benefit subscription transfer– Accepting terms and conditions– Grace periods for benefit access– New link to VLKs in MVLS


General - Bulk Upload of Benefit UsersGeneral - Bulk Upload of Benefit Users

• Several benefits can have multiple users added to consume the benefits

• Prior to August 23rd, these users had to be added one at a time

• After August 23rd, a bulk upload feature will be available for the following benefits:– Problem Resolution Support– TechNet Online Concierge Chat– TechNet Plus

• The next few pages show the difference in the processes

• Several benefits can have multiple users added to consume the benefits

• Prior to August 23rd, these users had to be added one at a time

• After August 23rd, a bulk upload feature will be available for the following benefits:– Problem Resolution Support– TechNet Online Concierge Chat– TechNet Plus

• The next few pages show the difference in the processes


General - Bulk Upload of Benefit Users – Step 1General - Bulk Upload of Benefit Users – Step 1


General - Bulk Upload of Benefit Users – Edit Bulk ListGeneral - Bulk Upload of Benefit Users – Edit Bulk List


General - Benefit Subscription TransferGeneral - Benefit Subscription Transfer

• Before August 23rd, if a customer renewed their enrollment they would have to re-add all of their users to the new agreement/ enrollment to consume the benefits

• Starting August 23rd, existing users will be automatically transferred to the new enrollments– Only for renewing Select & EA

agreements/enrolments– Not applicable for OPEN & OLV customers

• This process does not require customer interaction

• Before August 23rd, if a customer renewed their enrollment they would have to re-add all of their users to the new agreement/ enrollment to consume the benefits

• Starting August 23rd, existing users will be automatically transferred to the new enrollments– Only for renewing Select & EA

agreements/enrolments– Not applicable for OPEN & OLV customers

• This process does not require customer interaction


General - Benefit Subscription Transfer – New Agreements/Enrollments

General - Benefit Subscription Transfer – New Agreements/Enrollments• All benefits, except the Training Voucher

benefit, will be automatically activated and transfer users on the Grace Period end-date of the agreement

• The Training Voucher benefit will still need to be activated

• Contacts will only be moved to the same benefit and from same program type (Example: From the expiring EA PRS benefit to the new EA PRS benefit)

• If a subscription is transferred, benefits that use ID numbers will retain their ID numbers

• All benefits, except the Training Voucher benefit, will be automatically activated and transfer users on the Grace Period end-date of the agreement

• The Training Voucher benefit will still need to be activated

• Contacts will only be moved to the same benefit and from same program type (Example: From the expiring EA PRS benefit to the new EA PRS benefit)

• If a subscription is transferred, benefits that use ID numbers will retain their ID numbers


General - Accepting Terms and ConditionsGeneral - Accepting Terms and Conditions• Terms and Conditions are no longer part of

registration• Customers will not see a red text reminder on

the Benefit Summary screen like in the past• Terms and Conditions are now displayed when

a benefit that requires them is selected from the benefit summary page (example: Support, HUP or EPP)

• If a customer does not accept the Terms and Conditions when it is first presented to them, it will appear the next time the benefit is clicked

• Terms and Conditions are no longer part of registration

• Customers will not see a red text reminder on the Benefit Summary screen like in the past

• Terms and Conditions are now displayed when a benefit that requires them is selected from the benefit summary page (example: Support, HUP or EPP)

• If a customer does not accept the Terms and Conditions when it is first presented to them, it will appear the next time the benefit is clicked


General - Accepting Terms and Conditions the Old WayGeneral - Accepting Terms and Conditions the Old Way


General - Accepting Terms and Conditions the New WayGeneral - Accepting Terms and Conditions the New Way


General – SAB Grace Period for Benefit AccessGeneral – SAB Grace Period for Benefit Access• Customers have a 90 day grace period to use any

benefits that were included on an expiring agreement/ enrollment– Provided they had registered on MVLS prior to agreement/

enrollment expiry date– 90 days for Sel, EA customers– OLV has 60 days grace period– OPEN, CASA & EA Sub customers do not have grace period

• During this time period they can manage and consume existing benefits but cannot qualify for additional benefit awards

• If a customer purchases a new SA qualifying agreement, the benefits can still be administered until the grace period end date of the old agreement even though the new agreement is already Active

• Terminated agreements do not share this feature– Benefits expire upon termination

• Customers have a 90 day grace period to use any benefits that were included on an expiring agreement/ enrollment– Provided they had registered on MVLS prior to agreement/

enrollment expiry date– 90 days for Sel, EA customers– OLV has 60 days grace period– OPEN, CASA & EA Sub customers do not have grace period

• During this time period they can manage and consume existing benefits but cannot qualify for additional benefit awards

• If a customer purchases a new SA qualifying agreement, the benefits can still be administered until the grace period end date of the old agreement even though the new agreement is already Active

• Terminated agreements do not share this feature– Benefits expire upon termination


General - New VLK LinkGeneral - New VLK Link


Support ChangesSupport Changes


Support Benefit ChangesSupport Benefit Changes

In addition to bulk user upload, other support changes include:

– The Problem Resolution Support benefit now recognizes the 2 support incident benefit and tracking for Open Value customers

– Usage tracking for all support incidents is now supported in MVLS

In addition to bulk user upload, other support changes include:

– The Problem Resolution Support benefit now recognizes the 2 support incident benefit and tracking for Open Value customers



Support Incident TrackingSupport Incident Tracking


HUP and EPP ChangesHUP and EPP Changes


HUP and EPP Benefit ChangesHUP and EPP Benefit Changes• The communication email template

for both HUP and EPP is now available as a download from within MVLS– Applicable only to licenses issued

outside of AU & NZ– N/A for NZ local enrolments

• Customers can view an HUP usage report from within MVLS

• The communication email template for both HUP and EPP is now available as a download from within MVLS– Applicable only to licenses issued

outside of AU & NZ– N/A for NZ local enrolments

• Customers can view an HUP usage report from within MVLS


Template Download – The LinkTemplate Download – The Link


Template Download – The TemplateTemplate Download – The Template


HUP Usage ReportingHUP Usage Reporting


eLearning ChangeseLearning Changes


eLearning Benefit ChangeeLearning Benefit Change

• The eLearning benefit for Open customers will be displayed in eOpen with descriptions of the eOpen entitlement

• The eLearning benefit for Open customers will be displayed in eOpen with descriptions of the eOpen entitlement


eLearning in eOpeneLearning in eOpen


Training Voucher ChangesTraining Voucher Changes


Training Voucher ChangesTraining Voucher Changes• The new correct terminology has been updated

changing all instances of CTEC to Microsoft Learning Solutions Partner

• The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher

• Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher

• The new correct terminology has been updated changing all instances of CTEC to Microsoft Learning Solutions Partner

• The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher

• Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher


Tools ChangesTools Changes


Tools Benefits ChangesTools Benefits Changes

• In all screens WinPE has been changed to reflect the correct name – Windows Pre-installation Environment

• In all screens WinPE has been changed to reflect the correct name – Windows Pre-installation Environment


New Benefit – SA Exchange Server Applications

New Benefit – SA Exchange Server Applications


Tools - Intelligent Message FilteringTools - Intelligent Message Filtering• SA Exchange Server Applications is a new Benefit

group which includes Intelligent Message Filter (IMF)• The new benefit group can be assigned to Benefit

Administrators like all other benefit groups • IMF is a tool that works with Microsoft Exchange

Server 2003 and Microsoft Office Outlook 2003• It is a server side tool that helps detect and block

“spam” email messages from being sent to users• All Select, EA and Open Value customers who have

Exchange Server covered by SA qualify for this benefit

• Each qualifying enrollment will receive one free media kit

• This tools benefit is activated and managed exactly like the other two tools benefits

• SA Exchange Server Applications is a new Benefit group which includes Intelligent Message Filter (IMF)

• The new benefit group can be assigned to Benefit Administrators like all other benefit groups

• IMF is a tool that works with Microsoft Exchange Server 2003 and Microsoft Office Outlook 2003

• It is a server side tool that helps detect and block “spam” email messages from being sent to users

• All Select, EA and Open Value customers who have Exchange Server covered by SA qualify for this benefit

• Each qualifying enrollment will receive one free media kit

• This tools benefit is activated and managed exactly like the other two tools benefits


New Benefit – Disaster RecoveryNew Benefit – Disaster Recovery


New Benefit – Disaster RecoveryNew Benefit – Disaster Recovery• Cold Backup Servers for Disaster Recovery is a new

benefit that allows SA customers to have fully installed backup servers in case of emergencies

• For each SA covered server license a customer can install one additional instance of that software on a backup server

• The Backup servers must be “cold” servers – meaning they cannot be actively used until the a server goes down

• The Disaster Recovery licenses terminate with the agreement and with the Software Assurance coverage

• This benefit does not require any activation in MVLS

• Cold Backup Servers for Disaster Recovery is a new benefit that allows SA customers to have fully installed backup servers in case of emergencies

• For each SA covered server license a customer can install one additional instance of that software on a backup server

• The Backup servers must be “cold” servers – meaning they cannot be actively used until the a server goes down

• The Disaster Recovery licenses terminate with the agreement and with the Software Assurance coverage

• This benefit does not require any activation in MVLS


ESLP Benefit ChangeESLP Benefit Change

• The ESLP (Enterprise Source License Program) benefit will now be linked from the Benefit Summary page

• Customers will still complete the email request and have to complete the participation forms and legal disclaimers

• The change makes the benefit easier for customers to locate

• The ESLP (Enterprise Source License Program) benefit will now be linked from the Benefit Summary page

• Customers will still complete the email request and have to complete the participation forms and legal disclaimers

• The change makes the benefit easier for customers to locate


Explore.ms ReportsExplore.ms Reports


Explore.ms ReportsExplore.ms Reports• Partners can pull several useful reports from

Explore to answer customer questions– Feature available on Explore mid-Sept

• Customers can pull reports in Explore to show:– HUP benefit consumption– EPP benefit consumption– Shipment reports for media fulfillment benefits

• These reports have high level details only and no personally identifiable information

• Customers will not be able to use Explore, customers should use MVLS

• Partners can pull several useful reports from Explore to answer customer questions– Feature available on Explore mid-Sept

• Customers can pull reports in Explore to show:– HUP benefit consumption– EPP benefit consumption– Shipment reports for media fulfillment benefits

• These reports have high level details only and no personally identifiable information

• Customers will not be able to use Explore, customers should use MVLS


SAB Administrator RoleSAB Administrator Role• A new participant type role was added to the

Enrollment forms – SAB Admin• This role specifies a person that will be

automatically invited to MVLS once the agreement is activated in the system

• The person listed in the agreement will automatically sent a PIN via email, this would behave like a BA that was invited by an NC

• After the SAB Admin registers using the PIN, the NC would have to verify them and assign permissions as normal

• A new participant type role was added to the Enrollment forms – SAB Admin

• This role specifies a person that will be automatically invited to MVLS once the agreement is activated in the system

• The person listed in the agreement will automatically sent a PIN via email, this would behave like a BA that was invited by an NC

• After the SAB Admin registers using the PIN, the NC would have to verify them and assign permissions as normal


General – Email to SAB AdminGeneral – Email to SAB Admin• Email to SAB Admin gets triggered 24 hrs after

email to Notices Contact (NTC) has been triggered– Whether NTC has or has not registered on MVLS

• NTC must register on MVLS in order for SAB Admin to login to MVLS & administer the benefits– If SAB Admin logins to MVLS before NTC has

registered, the NTC will receive a notification email that the SAB Admin is requesting access to MVLS

• If SAB Admin is same person as NTC, do not fill in details in SAB section on the enrolment, otherwise NTC will receive 2 emails

• Email to SAB Admin gets triggered 24 hrs after email to Notices Contact (NTC) has been triggered– Whether NTC has or has not registered on MVLS

• NTC must register on MVLS in order for SAB Admin to login to MVLS & administer the benefits– If SAB Admin logins to MVLS before NTC has

registered, the NTC will receive a notification email that the SAB Admin is requesting access to MVLS

• If SAB Admin is same person as NTC, do not fill in details in SAB section on the enrolment, otherwise NTC will receive 2 emails


Email to SAB AdminEmail to SAB Admin• V6.3 Enrolment captures SAB Admin

details• V6.3 Enrolment captures SAB Admin

details


Email to SAB Admin sampleEmail to SAB Admin sampleMICROSOFT VOLUME LICENSING SERVICES

SYSTEM NOTIFICATION: Site Registration Invitation for Software Assurance Benefit Administrator

YYYY-MM-DD

Dear <LastName> <FirstName>,

You have been identified as the Software Assurance Benefits Administrator on your Volume Licensing agreement. We are pleased to invite you to the Microsoft Volume Licensing Services (MVLS) web site, where you may manage and distribute Software Assurance benefits to other individuals in your organization.

This email will provide you with the details of how to access this site.

How do you register on the MVLS web site?

Step 1) Visit the Microsoft Volume Licensing Site at: https://mvls.parttest.extranettest.microsoft.com

Step 2) If prompted, sign on to Microsoft .NET Passport. You may use an existing .NET Passport or create a new one. To create a Passport please visit: http://www.passport.net

Step 3) Complete the Volume Licensing Registration page and then enter the PIN number below. Once you have registered, a notification will be sent to the Agreement Administrator to notify them of your request. An additional mail indicating whether your request has been accepted or rejected will then be delivered.

Your Personal ID Number (PIN): 3A35818AEC

If you experience any problems accessing the MVLS web site, please contact our support center via email: [email protected]

Thank you for choosing Microsoft software.

Yours sincerely,

The Microsoft Volume Licensing Services Team


SummarySummary


General Changes - ReviewGeneral Changes - Review• Bulk Upload:

– Customers can now add multiple users to TechNet Plus, TechNet OCC, Problem Resolution Support and Training Vouchers with the bulk upload feature

• Benefit Subscription Transfer– When a customer signs a new agreement, all of their old

contacts and IDs will be transferred automatically

• Terms and Conditions are now part of the activation of the benefits

• Expiring agreements provide a grace period to utilize benefits

• MVLS has a new easy to access link to retrieve VLKs

• Bulk Upload: – Customers can now add multiple users to TechNet Plus,

TechNet OCC, Problem Resolution Support and Training Vouchers with the bulk upload feature

• Benefit Subscription Transfer– When a customer signs a new agreement, all of their old

contacts and IDs will be transferred automatically

• Terms and Conditions are now part of the activation of the benefits

• Expiring agreements provide a grace period to utilize benefits

• MVLS has a new easy to access link to retrieve VLKs


Benefits Review:Benefits Review:

Problem Resolution Support: – The Problem Resolution Support benefit now

recognizes the 2 support incident benefit and tracking for Open Value customers


HUP and EPP review:– The communication email template for both HUP

and EPP is now available as a download from within MVLS

– Customers can view an HUP usage report from within MVLS

Problem Resolution Support: – The Problem Resolution Support benefit now

recognizes the 2 support incident benefit and tracking for Open Value customers


HUP and EPP review:– The communication email template for both HUP

and EPP is now available as a download from within MVLS

– Customers can view an HUP usage report from within MVLS


Benefits Review Continued:Benefits Review Continued:eLearning review:

– The eLearning benefit for Open customers will be displayed in eOpen with descriptions of the eOpen entitlement

Training Voucher review:– The new correct terminology has been updated changing

all instances of CTEC to Microsoft Learning Solutions Partner

– The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher

– Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher

eLearning review:– The eLearning benefit for Open customers will be displayed

in eOpen with descriptions of the eOpen entitlement

Training Voucher review:– The new correct terminology has been updated changing

all instances of CTEC to Microsoft Learning Solutions Partner

– The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher

– Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher


Benefits Review Continued:Benefits Review Continued:Tools review:

– In all screens WinPE has been changed to reflect the correct name – Windows Pre-installation Environment

SA Exchange Server Applications Review– SA Exchange Server Applications provides a new

benefit kit/download - Intelligent Message Filtering – this benefit helps reduce spam email

Other items review:– ESLP is now listed in the benefit summary in MVLS– A new benefit called Disaster Recovery allows

customers to have backup installations for every SA covered server product

Tools review:– In all screens WinPE has been changed to reflect

the correct name – Windows Pre-installation Environment

SA Exchange Server Applications Review– SA Exchange Server Applications provides a new

benefit kit/download - Intelligent Message Filtering – this benefit helps reduce spam email

Other items review:– ESLP is now listed in the benefit summary in MVLS– A new benefit called Disaster Recovery allows

customers to have backup installations for every SA covered server product


Your Customers Need help on SAB Activation?Your Customers Need help on SAB Activation?

•Email: [email protected]

•Phone: – Australia: 1800 002 691– New Zealand: 0800 444 647

•Email: [email protected]

•Phone: – Australia: 1800 002 691– New Zealand: 0800 444 647

microsoft partner conference 2004 1. 2 software assurance benefit (sab) 2.0 update u-li ong program...

Documents

customer partner feedbackthere

benefit accessnew link

transfer users

bulk upload feature

expiring ea prs benefit

software assurance benefit

multiple users

existing users