Andrea McDonald – ProgramsAndrea McDonald – Programs

Donal Barry - OperationsDonal Barry - Operations

Academic Licensing EnhancementsAcademic Licensing Enhancements- Campus and School Agreement 3.4- Campus and School Agreement 3.4

ObjectivesObjectives

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

CASA summaryCASA summary Easy complianceEasy compliance

All eligible devices included.All eligible devices included.

Low administrationLow administration Subscription eliminates need to track licenses.Subscription eliminates need to track licenses.

Stay current on technologyStay current on technology Subscription allows the most current version of the software Subscription allows the most current version of the software

products.products.

Simple budgeting and purchasingSimple budgeting and purchasing One annual payment. One annual payment.

Excellent valueExcellent value Cost effective way to use the license & access to current Cost effective way to use the license & access to current

technology.technology. SA BenefitsSA Benefits

including support resources, tools, and eLearning courses. including support resources, tools, and eLearning courses.

Summary : what’s New in CASA 3.4?Summary : what’s New in CASA 3.4?

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

CASA - what’s Not ChangingCASA - what’s Not Changing

Pricing structurePricing structure Fulfillment modelFulfillment model WAHWAH Student OptionStudent Option Point requirements Point requirements Channel ModelChannel Model

CASA 3.2 AgreementsCASA 3.2 Agreements

CampusAgreement

Campus & School License Rights

SchoolAgreement

CampusSubscr.

Enrollment

SchoolSubscr.

Enrollment

CampusSubscr.

FollowupEnrollment

SchoolSubscr.

FollowupEnrollment

VLProduct

UseRights

CASA 3.4 AgreementsCASA 3.4 Agreements

Campus & School

Agreement

CampusSubscr.

Enrollment

SchoolSubscr.

Enrollment

VLProduct

UseRights

VL Product

List

The New Contract/Order FrameworkThe New Contract/Order FrameworkCampus and School

Agreement

Campus Subscription Enrollment

orSchool Subscription

Enrollment

Order (for additional products)

Extension Order

1st Anniversary Order

Extension Order

2nd Anniversary Order

Order (for additional products)

Extension Order

Campus Subscription Enrollment

orSchool Subscription

Enrollment

Qualification and place order via

MOET

Product Use Rights(updated quarterly)

Product List(updated montly)

(Initial Order) Qualification and placed via MOET

12 months

(Initial Order) Qualification and placed via MOET

36 months

Extension Order

Program RulesProgram Rules

For initial orders: For initial orders: FTE/desktop/student count must match EnrollmentFTE/desktop/student count must match Enrollment Additional products (mid yr) Additional products (mid yr)

FTE/desktop/student count must match Enrollment/initial order FTE/desktop/student count must match Enrollment/initial order quantityquantity

3 year option: For Anniversary Orders:3 year option: For Anniversary Orders: FTE/Desktops/students count must be greater than or FTE/Desktops/students count must be greater than or

equal to initial orderequal to initial order The customer must have selected Student option in their The customer must have selected Student option in their

original Enrollment to order student SKUsoriginal Enrollment to order student SKUs 1 year option: For Extension Orders:1 year option: For Extension Orders:

The customer must have selected Student option in their The customer must have selected Student option in their original Enrollment to order student SKUsoriginal Enrollment to order student SKUs

Unit count minimum requirement must still be metUnit count minimum requirement must still be met

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

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

New Contractual NotificationsNew Contractual Notifications

Welcome notificationWelcome notification Order confirmations (contains VLKs)Order confirmations (contains VLKs) Initial/extension order reminder notifications Initial/extension order reminder notifications Anniversary remindersAnniversary reminders Anniversary terminationAnniversary termination Renewal notificationsRenewal notifications Expiration notificationExpiration notification

Notifications Summary

Transition PeriodTransition Period

A 120-day transition period will be allowed for A 120-day transition period will be allowed for continued submittal of version 3.2 contractscontinued submittal of version 3.2 contracts

Please note that a 3.2 customers renewing Please note that a 3.2 customers renewing into 3.4 must sign a 3.4 agreement and a 3.4 into 3.4 must sign a 3.4 agreement and a 3.4 enrollment enrollment

PricingPricing

There are no changes to pricingThere are no changes to pricing Product change: addition of Office Live Product change: addition of Office Live

meeting SKUs on May pricelist meeting SKUs on May pricelist Internal and external users: pricing Internal and external users: pricing

information is available on Explore/MSOpsinformation is available on Explore/MSOps

FulfillmentFulfillment

The fulfilment model is the same as 3.2The fulfilment model is the same as 3.2 Welcome kit is shipped on enrollment Welcome kit is shipped on enrollment

activation using the language and contact activation using the language and contact specified on the Media fulfilment formspecified on the Media fulfilment form

Monthly update kits sent as applicable and if Monthly update kits sent as applicable and if requested on the media shipment formrequested on the media shipment form

Revised COCP processRevised COCP process

In order to request a change of Channel Partner, In order to request a change of Channel Partner, direct partners should use direct partners should use Forms for COCP for Forms for COCP for APOCAPOC

All changes of indirect reseller must be All changes of indirect reseller must be accompanied by a hard copy written request from accompanied by a hard copy written request from the end customer. Email is not sufficient.the end customer. Email is not sufficient.

Forms will be posted on Explore.ms under Forms will be posted on Explore.ms under Campus > FormsCampus > Forms or or School > FormsSchool > Forms

MSDN Academic AllianceMSDN Academic Alliance

School and Campus version 3.4 customers now School and Campus version 3.4 customers now qualify for a new benefitqualify for a new benefit Campus Agt MSDN AACampus Agt MSDN AA School Agt MSDN AA High School editionSchool Agt MSDN AA High School edition

All one and three year enrollments will receive All one and three year enrollments will receive oneone free MSDN Academic Alliance (MSDNAA) free MSDN Academic Alliance (MSDNAA) departmental membershipdepartmental membership

http://msdn.microsoft.com/academic/support/default.aspxhttp://msdn.microsoft.com/academic/support/default.aspx MSDNAA MSDNAA full membership details can be found at:full membership details can be found at:

http://msdn.microsoft.com/academic/program/factspage/default.aspx http://msdn.microsoft.com/academic/program/factspage/default.aspx

• MSDNAA High School MSDNAA High School membership details can be found at:membership details can be found at: http://msdn.microsoft.com/academic/program/highschool/default.aspx http://msdn.microsoft.com/academic/program/highschool/default.aspx

What is MSDN Academic Alliance?What is MSDN Academic Alliance?

MSDN Academic Alliance (or MSDNAA) is the MSDN Academic Alliance (or MSDNAA) is the Microsoft Developer’s Network software Microsoft Developer’s Network software subscription aimed at educational institutions. subscription aimed at educational institutions.

Features include:Features include: Software licenses for the labsSoftware licenses for the labs Software Licenses for the students Software Licenses for the students All licenses are for education and instructional All licenses are for education and instructional

purposes only (not for production)purposes only (not for production)

How is MSDNAA Fulfilled?How is MSDNAA Fulfilled?

Customers will receive a link to the website and a Customers will receive a link to the website and a promo code in their Welcome letterpromo code in their Welcome letter

Customers must register on the websiteCustomers must register on the website A Welcome Kit is sent after registering and contains A Welcome Kit is sent after registering and contains

all the content to start the subscriptionall the content to start the subscription Monthly mailers are sent out to update the contents Monthly mailers are sent out to update the contents

of the subscriptionof the subscription For multi-year agreements, customers will re-For multi-year agreements, customers will re-

register on the website each year to continue register on the website each year to continue receiving the subscription reminder emails will be receiving the subscription reminder emails will be sent out at 90/60/30 days sent out at 90/60/30 days prior to the expiry dateprior to the expiry date

Redistribution of Software Updates to StudentsRedistribution of Software Updates to Students

• The new language addresses this issue as follows:The new language addresses this issue as follows: Extends rights that permit eligible educational institutions Extends rights that permit eligible educational institutions

to redistribute “Software Updates” to Student owned to redistribute “Software Updates” to Student owned devicesdevices

Outlines scope and method of permitted redistribution of Outlines scope and method of permitted redistribution of “Software Updates”.“Software Updates”.

Consortia: Contractual FrameworkConsortia: Contractual Framework

The Consortia contracts are made up of the The Consortia contracts are made up of the three following documents:three following documents:

The AgreementThe Agreement The Subscription EnrollmentThe Subscription Enrollment The Consortia Amendment (Includes the The Consortia Amendment (Includes the

participation table)participation table)

Must receive approval from Microsoft Account Must receive approval from Microsoft Account Manager prior to positioning with customerManager prior to positioning with customer

List of Account Managers is available from PAMList of Account Managers is available from PAM

re cap: CASA 3.4?re cap: CASA 3.4?

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

Student Select HighlightsStudent Select Highlights

• Eligibility expandedEligibility expanded Primary/secondary studentsPrimary/secondary students Education faculty/staff (via amendment only)Education faculty/staff (via amendment only)

• Additional products offeredAdditional products offered FrontPageFrontPage OneNoteOneNote Project Standard* Project Standard* Visio*Visio*

*Est. June 2005 availability*Est. June 2005 availability

Operations GuidelinesOperations Guidelines

AgendaAgenda• 1 Year Option & Order Process1 Year Option & Order Process• 1 Year Extension Process1 Year Extension Process• 3 Year Option & Order Process3 Year Option & Order Process• 3 Year Anniversary Ordering Process3 Year Anniversary Ordering Process• NotificationsNotifications• Agreement Completion (Demo)Agreement Completion (Demo)• Invalids & RejectionsInvalids & Rejections

Key MessagesKey Messages• Simplified Ordering Via MOET (No Manual Orders)Simplified Ordering Via MOET (No Manual Orders)• Introduction on new suite of notificationsIntroduction on new suite of notifications• Separation of order information from enrollmentSeparation of order information from enrollment

The New Enrollment and Order Process – 1 year optionThe New Enrollment and Order Process – 1 year option Step 1 – Channel Partner sends Agreement and Enrollment forms (Avail Step 1 – Channel Partner sends Agreement and Enrollment forms (Avail

via Explore MS) together to Microsoft Australia and please do via Explore MS) together to Microsoft Australia and please do NOT NOT send send directly to APOCdirectly to APOC

Step 2 – Regional Operations Center receives Agreement and Enrollment Step 2 – Regional Operations Center receives Agreement and Enrollment forms forms

Step 3 – Contract processingStep 3 – Contract processing Step 4 – Activation of enrollmentStep 4 – Activation of enrollment

Notifications triggeredNotifications triggered Media shippedMedia shipped

Step 5 – Channel Partner places orderStep 5 – Channel Partner places order After activation, the Channel Partner places the order via the After activation, the Channel Partner places the order via the

MOET/EDI systems using the enrollment numberMOET/EDI systems using the enrollment number Once an order is placed it will go into a status of “Hold”Once an order is placed it will go into a status of “Hold”

Step 6 – Order Processing: Operations verification of orderStep 6 – Order Processing: Operations verification of order Operations validates the orders Operations validates the orders There is a potential for rejectionThere is a potential for rejection Once the order is submitted through MS systems, the Order status on Once the order is submitted through MS systems, the Order status on

MOET will change to Accepted and an order confirmation will be sentMOET will change to Accepted and an order confirmation will be sent

Step 1 – Step 1 – Reminders on non-receipt of an order or extension request Reminders on non-receipt of an order or extension request Enrollment is nearing one year anniversaryEnrollment is nearing one year anniversary Reminder notification sent if no order is receivedReminder notification sent if no order is received

Notifications 60 days and 30 days before expirationNotifications 60 days and 30 days before expiration If the request has not been received by the expiration date, then If the request has not been received by the expiration date, then

enrollment will expire and an expiration notification is sentenrollment will expire and an expiration notification is sent Extension requests received after the expiration date will not be Extension requests received after the expiration date will not be

accepted and a new enrollment must be signedaccepted and a new enrollment must be signed Step 2 – Channel Partner submits enrollment extension request via Step 2 – Channel Partner submits enrollment extension request via

APLQuestAPLQuest Channel Partner submits enrollment extension form request via Channel Partner submits enrollment extension form request via

APLQuestAPLQuest Requests should include:Requests should include:

The request for the enrollment to be extended by one yearThe request for the enrollment to be extended by one year Enrollment numberEnrollment number Customer nameCustomer name

Step 3 – Operations processes enrollment extensionStep 3 – Operations processes enrollment extension Step 4 – Customer and Partner receive Change of contract duration Step 4 – Customer and Partner receive Change of contract duration

notificationnotification Step 5 – Channel Partner places extension order on MOETStep 5 – Channel Partner places extension order on MOET

Channel partner must ensure that the correct usage date is specified, Channel partner must ensure that the correct usage date is specified, when placing extension orderswhen placing extension orders

Step 6 – Once the order has been accepted, an order confirmation is sentStep 6 – Once the order has been accepted, an order confirmation is sent

Extension Process For The 1 Year OptionExtension Process For The 1 Year Option

Sample of Enrollment Extension formSample of Enrollment Extension formCampus/ Schools Change of Contract Duration (Extension

Request Form) Date of Request: To: Microsoft Operations Private Limited (to be sent via Aplquest@microsoft.com expiry of the enrolment. Requests for extensions after the enrolment expiry date will not be accepted) Note:

1. Extension requests can only be requested on a 12-month subscription. This option is not available under a 36 month subscription.

2. The extension request will mean that the expiry date of the existing enrolment will be moved out by one year e.g. if the current enrolment is due to end of September 30th 2004, the extension will mean that the enrolment is valid for a further year i.e. from October 1st 2005 – September 30th 2006.

3. APOC will confirm via APLQuest when the extension has been completed. When confirmation is received, the Channel Partner can then place the order via MOET.

End Customer Name

Agreement Number

Enrolment Number

Distributor Name*

Reseller Name

Please note that this form is not a legal document. I t’s purpose is to ensure that all necessary contact information is provided to APOC to process the request.

The New Enrollment and Order Process – The New Enrollment and Order Process – 3 Year enrollment3 Year enrollment Initial order process is per one year optionInitial order process is per one year option Anniversary ordering: Anniversary orders Anniversary ordering: Anniversary orders

must be placed for years 2/3must be placed for years 2/3 On expiration, the customer must submit a On expiration, the customer must submit a

new enrollment to continue their license new enrollment to continue their license coveragecoverage

3 Year Enrollment – Anniversary Ordering3 Year Enrollment – Anniversary Ordering Step 1 – Reminders to place Anniversary OrderStep 1 – Reminders to place Anniversary Order

Reminder notifications 45 days before anniversary, on the Reminder notifications 45 days before anniversary, on the anniversary day, 30 days after no order has been receivedanniversary day, 30 days after no order has been received

60 days: termination 60 days: termination If an order has already been received, then none of the If an order has already been received, then none of the

notification letters are sent outnotification letters are sent out

Step 2 – Channel Partner submits Anniversary Step 2 – Channel Partner submits Anniversary Order via MOET/EDIOrder via MOET/EDI Channel partner places the Anniversary Order via Channel partner places the Anniversary Order via

MOET/EDI. MOET/EDI.

Step 3 – Once the order has been accepted, an Step 3 – Once the order has been accepted, an order confirmation is sentorder confirmation is sent

New Contractual NotificationsNew Contractual Notifications

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

Welcome notification (Sample)Welcome notification (Sample)

Welcome notification (Sample) Welcome notification (Sample) continuedcontinued

Completing AgreementsCompleting Agreements

Interactive training tools have been developed to support in Interactive training tools have been developed to support in the education and training on the completion of the new the education and training on the completion of the new documentationdocumentation

Each form has its own interactive demoEach form has its own interactive demo Please see separate files on the LAR website for Please see separate files on the LAR website for

interactive filesinteractive files

Invalids/Rejection ReasonsInvalids/Rejection Reasons

Rejection reasonsRejection reasons Missing entity namesMissing entity names Missing signaturesMissing signatures

Invalidation reasonsInvalidation reasons Missing contact name/address detailsMissing contact name/address details Missing media order form/missing information on Missing media order form/missing information on

formform No check or duplicate checks on Designate your No check or duplicate checks on Designate your

institution participation and usersinstitution participation and users Designation of faculty/Users staffDesignation of faculty/Users staff

Invalids/Rejections – Acceptable OmissionsInvalids/Rejections – Acceptable Omissions

Will process without the followingWill process without the following Phone/fax numbersPhone/fax numbers Standard Campus Qualification and Manual Order Standard Campus Qualification and Manual Order

Form (Attachments)Form (Attachments) Signature dates/titlesSignature dates/titles

See invalids checklist for further informationSee invalids checklist for further information

Questions??Questions??