Andrea McDonald Programs

1
Academic Licensing Enhancements- Campus and
School Agreement 3.4

• Andrea McDonald Programs
• Donal Barry - Operations

2
Objectives

• At the end of this training you will be able to
• Understand the changes associated with version
  3.4 - AM
• Discuss the transition time period from 3.2 to
  3.4 - AM
• Describe the MSDNAA benefit - AM
• Outline the ordering rules DB
• Complete the version 3.4 agreements and
  Enrollments DB

3
CASA summary

• Easy compliance
• All eligible devices included.
• Low administration
• Subscription eliminates need to track licenses.
• Stay current on technology
• Subscription allows the most current version of
  the software products.
• Simple budgeting and purchasing
• One annual payment.
• Excellent value
• Cost effective way to use the license access to
  current technology.
• SA Benefits
• including support resources, tools, and
  eLearning courses.

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Summary whats New in CASA 3.4?

• New contractual framework/format
• Separation of order information from enrollment
• Revamped subscription enrollment order process
• Revised three-year option anniversary process
• Revised one-year option extension order process
• Introduction on new suite of notifications
• The addition of MSDNAA as a benefit to
  subscribers
• Eligible PC definition
• WW consistent Eligibility criteria

5
CASA - whats Not Changing

• Pricing structure
• Fulfillment model
• WAH
• Student Option
• Point requirements
• Channel Model

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CASA 3.2 Agreements
School Agreement
Campus Agreement
Campus School License Rights
School Subscr. Enrollment
Campus Subscr. Enrollment
Campus Subscr. Followup Enrollment
School Subscr. Followup Enrollment
VL Product Use Rights
7
CASA 3.4 Agreements
Campus School Agreement
Campus Subscr. Enrollment
School Subscr. Enrollment
VL Product Use Rights
VL Product List
8
The New Contract/Order Framework
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Program Rules

• For initial orders
• FTE/desktop/student count must match Enrollment
• Additional products (mid yr)
• FTE/desktop/student count must match
  Enrollment/initial order quantity
• 3 year option For Anniversary Orders
• FTE/Desktops/students count must be greater than
  or equal to initial order
• The customer must have selected Student option in
  their original Enrollment to order student SKUs
• 1 year option For Extension Orders
• The customer must have selected Student option in
  their original Enrollment to order student SKUs
• Unit count minimum requirement must still be met

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Campus/School HighlightsAbility to Add Products
or Affiliates Mid-Term

• Additional products/affiliates can be added to an
  existing subscription enrollment at any time
• Full year prices will still be charged
• Coverage term will match existing enrollment
• Minimum order size only applies to initial order

11
New Contractual Notifications

• Welcome notification
• Order confirmations (contains VLKs)
• Initial/extension order reminder notifications
• Anniversary reminders
• Anniversary termination
• Renewal notifications
• Expiration notification

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Notifications Summary
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Transition Period

• A 120-day transition period will be allowed for
  continued submittal of version 3.2 contracts
• Please note that a 3.2 customers renewing into
  3.4 must sign a 3.4 agreement and a 3.4
  enrollment

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Pricing

• There are no changes to pricing
• Product change addition of Office Live meeting
  SKUs on May pricelist
• Internal and external users pricing information
  is available on Explore/MSOps

15
Fulfillment

• The fulfilment model is the same as 3.2
• Welcome kit is shipped on enrollment activation
  using the language and contact specified on the
  Media fulfilment form
• Monthly update kits sent as applicable and if
  requested on the media shipment form

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Revised COCP process

• In order to request a change of Channel Partner,
  direct partners should use Forms for COCP for
  APOC
• All changes of indirect reseller must be
  accompanied by a hard copy written request from
  the end customer. Email is not sufficient.
• Forms will be posted on Explore.ms under Campus gt
  Forms or School gt Forms

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MSDN Academic Alliance

• School and Campus version 3.4 customers now
  qualify for a new benefit
• Campus Agt MSDN AA
• School Agt MSDN AA High School edition
• All one and three year enrollments will receive
  one free MSDN Academic Alliance (MSDNAA)
  departmental membership
• http//msdn.microsoft.com/academic/support/default
  .aspx
• MSDNAA full membership details can be found at
• http//msdn.microsoft.com/academic/program/factspa
  ge/default.aspx
• MSDNAA High School membership details can be
  found at
• http//msdn.microsoft.com/academic/program/highsch
  ool/default.aspx

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What is MSDN Academic Alliance?

• MSDN Academic Alliance (or MSDNAA) is the
  Microsoft Developers Network software
  subscription aimed at educational institutions.
• Features include
• Software licenses for the labs
• Software Licenses for the students
• All licenses are for education and instructional
  purposes only (not for production)

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How is MSDNAA Fulfilled?

• Customers will receive a link to the website and
  a promo code in their Welcome letter
• Customers must register on the website
• A Welcome Kit is sent after registering and
  contains all the content to start the
  subscription
• Monthly mailers are sent out to update the
  contents of the subscription
• For multi-year agreements, customers will
  re-register on the website each year to continue
  receiving the subscription reminder emails will
  be sent out at 90/60/30 days prior to the expiry
  date

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Redistribution of Software Updates to Students

• The new language addresses this issue as follows
• Extends rights that permit eligible educational
  institutions to redistribute Software Updates
  to Student owned devices
• Outlines scope and method of permitted
  redistribution of Software Updates.

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Consortia Contractual Framework

• The Consortia contracts are made up of the three
  following documents
• The Agreement
• The Subscription Enrollment
• The Consortia Amendment (Includes the
  participation table)
• Must receive approval from Microsoft Account
  Manager prior to positioning with customer
• List of Account Managers is available from PAM

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re cap CASA 3.4?

• New contractual framework/format
• Revamped subscription enrollment order process
• Revised three-year option anniversary process
• Revised one-year option extension order process
• Introduction on new suite of notifications
• The addition of MSDNAA as a benefit to
  subscribers
• Eligible PC definition
• WW consistent Eligibility criteria
• Separation of order information from enrollment

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Student Select Highlights

• Eligibility expanded
• Primary/secondary students
• Education faculty/staff (via amendment only)
• Additional products offered
• FrontPage
• OneNote
• Project Standard
• Visio
• Est. June 2005 availability

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Operations Guidelines

• Agenda
• 1 Year Option Order Process
• 1 Year Extension Process
• 3 Year Option Order Process
• 3 Year Anniversary Ordering Process
• Notifications
• Agreement Completion (Demo)
• Invalids Rejections
• Key Messages
• Simplified Ordering Via MOET (No Manual Orders)
• Introduction on new suite of notifications
• Separation of order information from enrollment

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The New Enrollment and Order Process 1 year
option

• Step 1 Channel Partner sends Agreement and
  Enrollment forms (Avail via Explore MS) together
  to Microsoft Australia and please do NOT send
  directly to APOC
• Step 2 Regional Operations Center receives
  Agreement and Enrollment forms
• Step 3 Contract processing
• Step 4 Activation of enrollment
• Notifications triggered
• Media shipped
• Step 5 Channel Partner places order
• After activation, the Channel Partner places the
  order via the MOET/EDI systems using the
  enrollment number
• Once an order is placed it will go into a status
  of Hold
• Step 6 Order Processing Operations
  verification of order
• Operations validates the orders
• There is a potential for rejection
• Once the order is submitted through MS systems,
  the Order status on MOET will change to Accepted
  and an order confirmation will be sent

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Extension Process For The 1 Year Option

• Step 1 Reminders on non-receipt of an order or
  extension request
• Enrollment is nearing one year anniversary
• Reminder notification sent if no order is
  received
• Notifications 60 days and 30 days before
  expiration
• If the request has not been received by the
  expiration date, then enrollment will expire and
  an expiration notification is sent
• Extension requests received after the expiration
  date will not be accepted and a new enrollment
  must be signed
• Step 2 Channel Partner submits enrollment
  extension request via APLQuest
• Channel Partner submits enrollment extension form
  request via APLQuest
• Requests should include
• The request for the enrollment to be extended by
  one year
• Enrollment number
• Customer name
• Step 3 Operations processes enrollment
  extension
• Step 4 Customer and Partner receive Change of
  contract duration notification
• Step 5 Channel Partner places extension order
  on MOET
• Channel partner must ensure that the correct
  usage date is specified, when placing extension
  orders
• Step 6 Once the order has been accepted, an
  order confirmation is sent

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Sample of Enrollment Extension form
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The New Enrollment and Order Process 3 Year
enrollment

• Initial order process is per one year option
• Anniversary ordering Anniversary orders must be
  placed for years 2/3
• On expiration, the customer must submit a new
  enrollment to continue their license coverage

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3 Year Enrollment Anniversary Ordering

• Step 1 Reminders to place Anniversary Order
• Reminder notifications 45 days before
  anniversary, on the anniversary day, 30 days
  after no order has been received
• 60 days termination
• If an order has already been received, then none
  of the notification letters are sent out
• Step 2 Channel Partner submits Anniversary
  Order via MOET/EDI
• Channel partner places the Anniversary Order via
  MOET/EDI.
• Step 3 Once the order has been accepted, an
  order confirmation is sent

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New Contractual Notifications

• Welcome notification (Sample)
• Order confirmations (contains VLKs)
• Initial/extension order reminder notifications
• Anniversary reminders
• Anniversary termination
• Renewal notifications
• Expiration notification

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Welcome notification (Sample)
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Welcome notification (Sample) continued
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Completing Agreements

• Interactive training tools have been developed to
  support in the education and training on the
  completion of the new documentation
• Each form has its own interactive demo
• Please see separate files on the LAR website for
  interactive files

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Invalids/Rejection Reasons

• Rejection reasons
• Missing entity names
• Missing signatures
• Invalidation reasons
• Missing contact name/address details
• Missing media order form/missing information on
  form
• No check or duplicate checks on Designate your
  institution participation and users
• Designation of faculty/Users staff

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Invalids/Rejections Acceptable Omissions

• Will process without the following
• Phone/fax numbers
• Standard Campus Qualification and Manual Order
  Form (Attachments)
• Signature dates/titles
• See invalids checklist for further information

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• Questions??