STREAMONE CLOUD MARKETPLACE

ORDER AND MANAGEMENT GUIDE

StreamOne Cloud Marketplace

Order and Management Guide

Navigating to the StreamOne Cloud Marketplace

Creating a Quote

Converting a Quote to an Order

Placing Your First Order

CSP - Office 365

CSP - Azure

Autodesk

Purchase Additional Services (Add-On to existing License)

Manage Your Services

Modify or Cancel

SaaS products (Office 365, Dynamics 365 or WES)

IaaS products (Azure)

Autodesk

Delegate Admin on Behalf of (Office 365)

Analysis

StreamOne Insights

Click on the Tech Data logo on any page in

this document to return to this page.

Navigating to the

StreamOne Cloud Marketplace

Finding the StreamOne Cloud Marketplace

Getting to StreamOne from Shop.TechData.com only takes a few very easy steps. First, log in

using your EC ID and password.

Finding the StreamOne Cloud Marketplace

Enter your ID and Password and clock “Log In”

Getting to StreamOne Cloud MarketplaceFrom this page, hover over “BUY” and click on “Cloud Solutions Store”

This will direct you to the StreamOne Cloud Marketplace home page

Creating a Quote

Step 1 – Find the Product ListingIn this example, we are searching for Microsoft CSP listing.

Step 3 – Explore Listing/Add To Cart

You can select the “View Features" to learn more about the products available.

This page will allow you to add the product to your cart by clicking the Buy button.

Once you click the “Buy” button, you will be prompted to either “Continue Shopping” or “View Cart

If you choose to continue shopping, repeat until all products are added, then continue to “View Cart”

Step 4 – View Shopping Cart | Create Quote

Once in the Cart, you'll be able to view your total products added.

Here you can create your quote. Click “Create Quote” button.

Step 5 – Add Quote DetailsEnter the End User Details (these will appear on the quote). Or you can choose an existing End User from your Address

Book.

Step 6 – Customize Your Quote

Enter a name for your quote.

Add your margin so the pricing generated is End User friendly.

Any additional information, Ts and Cs, etc. that you may want to include

Add any custom information on this page and click Save/Review.

Step 7 – Review QuoteReview quote/information for accuracy. At the bottom of the screen, you can take a few actions:

Create PDF – generates a PDF of the

quote so you can email to the End

User. Please note the PDF is only

available 24 hours after creation.

Add to Cart – convert your quote into

an order.

Delete Quote – removes from your

Reseller Portal.

Converting a Quote to an Order

Step 1 – Go to the Reseller PortalClick on the Reseller Portal, located in the top right corner of the StreamOne Cloud Marketplace homepage.

Step 2 – Find Saved Quotes

This is your Reseller Portal dashboard.

You can see the latest 10 quotes

generated in the bottom right of the

Reseller Portal tab.

You can click on “Saved Quotes” to view

all quotes.

#PowerTheCloud

Step 2 – Find Saved Quotes

You can also find all Saved Quotes by

clicking on Opportunities on the left

navigation bar, and then select Saved

Quotes.

If you know which quote you are looking

for, type in the search field a keyword.

Click on the Name of the Quote to view

the full quote.

Step 3 – Add To Cart

To convert to an order, press the

Add To Cart button.

Step 4 – Proceed to Order

View the Shopping Cart and click Proceed To Checkout.

For a complete order walkthrough, please see sections below:

Placing Your First CSP Order

Placing Your First Autodesk Order

Placing Your First CSP Order – Office 365

Step 1 – Find the CSP Listing

StreamOne provides both easy and reliable opportunities to purchase Office CSP products.

From the home page, you can either use the vendor tab and look up all Microsoft products or

you can use the search bar to search specifically for CSP.

Step 2 – Choose the Correct ListingOnce on the listing page, you can select the type of CSP product you wish to purchase.

If you are authorized for Standard and Select Support choose either 1 or 2If you are Authorized for the no Support Elite model, choose either 3 or 4

Suites are packages of plans/services that are bundled together to best meet the needs of the

user.

Stand Alone and Add-On Products are complementary products that could be included

in a suite or sold as individual products. (ex. Skype for Business Online Plan 1)

The BitTitan listing is an example of Incentive Bundles. These non-Microsoft options are only for incentive bundles when they are available.

Step 3 – Explore Listing/Add To Cart

You can select the “View Features" to learn more about the products available.

This page will allow you to add the product to your cart by clicking the Buy button.

You can search for a particular product in the “Product Name” search field

Once you click the “Buy” button, you will be prompted to either “Continue Shopping” or “View Cart

If you choose to continue shopping, repeat until all products are added, then continue to “View Cart”

Step 4 – View Shopping CartOnce in the Cart, you'll be able to view your total products for this order.

Here you can either proceed to checkout or select on of the options below.

Step 5 – Place Order | End User InfoOnce all of the products are added to the Shopping Cart, proceed to checkout and enter the end user information.

IMPORTANT!

The email entered here is for tenant configuration

only. No email will be sent to this address. This must

be an end customer email and NOT an internal

reseller email address.

Step 6 – Place Order | Configuration

The configuration page is where you will be

prompted to enter your Microsoft specific information.

You will have the option of choosing from:

• Existing - an existing domain with subscriptions

already in StreamOne

• Create a New - a brand new domain.

• DNS domain and Microsoft Account domain do

not need to be the same.

• If the name chosen is taken, use a different

variation and see if its available.

• If you are creating a brand new domain, you will

be given the option to send the credentials

directly to the end user or a delegated admin by

entering an email of your choice.

• Transfer - an existing domain that you are transferring to

Tech Data.

• This includes transferring CSP tenants from

another distributor, trial account, Open or Advisor

programs.

• The domain needed is the name before the

.onmicrosoft.com

Transfer

Before transferring a domain you must

first go through the authorization steps.

A link to these steps is found on the

Configuration page.

Once that is complete, make sure to

check the box next to “I’ve completed

the authorization steps required to

transfer this subscription.”

IMPORTANT!

For Advisor transfers, be sure to

provide the Default Domain, which can

be found in the Domain section of the

Microsoft Portal.

TransferClicking on the link will bring you to this page which provides the needed steps for the Auhtorization process.

Transfer

Under “Additional Help” there is a link to the Multi-Channel Overview PDF that will give a step by step guide on this process

Step 7 – Place Order | PaymentNext, you must enter a PO number with an option to enter an End User PO number.

You will then select your form of payment from this page.

Step 8 – Place Order | Summary

The final screen of the checkout process

will give you an overall summary of the

order for you to review one last time.

Please Note:

The configuration tab at the top that lists

where the End User login credentials will

be sent to. If you have selected an existing

domain or an advisor transfer, this field will

be blank and no credentials will be sent

out.

CONGRATULATIONS!

You have successfully placed an order for

Office 365 CSP. Once you have your order

confirmation, end user credentials will be

sent out to the appropriate email listed on

the summary page.

Placing Your First CSP Order - Azure

Step 1 – Find the Azure Listing

The StreamOne Cloud Marketplace provides both easy and reliable opportunities to purchase Microsoft Azure.

From the home page, you can either use the vendor tab and look up all Microsoft products or

you can use the search bar to search specifically for Azure.

Step 2 – Choose the Correct ListingOnce on the listing page, select the Microsoft Azure listing by clicking “Click for Details”.

Step 3 – Explore Listing/Add To CartYou can select the “View Features" to learn more about the products available, including Tech

Data’s pre-configured workloads.

This page will allow you to add the product to your cart by clicking the Buy button.

Once you click the “Buy” button, you will be prompted to either “Continue Shopping” or “View Cart

If you choose to continue shopping, repeat until all products are added, then continue to “View Cart”

Step 4 – View Shopping CartOnce in the Cart, you'll be able to view your total products for this order.

Here you can either proceed to checkout or select on of the options below.

Step 5 – Place Order | End User InfoOnce all of the products are added to the Shopping Cart, proceed to checkout and enter the end user information.

IMPORTANT!

The email entered here is for tenant configuration

only. No email will be sent to this address. This must

be an end customer email and NOT an internal

reseller email address.

Step 6 – Azure Settings If you wish to create an empty tenant, select ‘Continue Without Bundles’. If you wish to create a bundle, select from one of our predefined

templates on the dropdown below.

Configuring Your BundleDepending on the chosen bundle, custom questions populate so you can configure the workload accordingly.

Your selection will be

reflected in the Bundle

Summary box on the left.

To change your selection

and choose an empty

tenant, click the red X in

the Bundle Summary.

Questions vary

depending on bundle

selected.

Configuring Your Bundle

Once all of the configurations are set,

you will see a summary of all selections

in the Bundle Summary column.

Here you will see estimated reseller

price per month. Remember, Azure is

billed on actual consumption and this is

only for budgetary purposes.

Click to add an additional Bundle,

Continue to Checkout, Or Save as Quote

to generate a client-friendly quote.

Step 7 – Place Order | Configuration

The configuration page is where you will be

prompted to enter your Microsoft specific information.

You will have the option of choosing from:

• Existing - an existing domain with subscriptions

already in StreamOne

• Create a New - a brand new domain.

• DNS domain and Microsoft Account domain do

not need to be the same.

• If the name chosen is taken, use a different

variation and see if its available.

• If you are creating a brand new domain, you will

be given the option to send the credentials

directly to the end user or a delegated admin by

entering an email of your choice.

• Transfer - an existing domain that you are transferring to

Tech Data.

• This includes transferring CSP tenants from

another distributor, trial account, Open or Advisor

programs.

• The domain needed is the name before the

.onmicrosoft.com

Note for Existing Customers

Customers often make changes to users in existing tenants. So we give you the option to designate two internal user

alias as the owners of a subscription. If you do not enter anything the first user listed alphabetically in the AD for your

Microsoft Service will become the owner. This user must be existing in the directory at the time you enter it.

Credentials Sharing

Before continuing to the payment page we need to select who will receive the account credentials.

If you want to receive these be sure to input an email you have access to.

Step 7 – Place Order | PaymentNext, you must enter a PO number with an option to enter an End User PO number.

You will then select your form of payment from this page.

Step 8 – Place Order | Summary

The final screen of the checkout process

will give you an overall summary of the

order for you to review one last time.

Please Note:

The configuration tab at the top that lists

where the End User login credentials will

be sent to. If you have selected an existing

domain or an advisor transfer, this field will

be blank and no credentials will be sent

out.

CONGRATULATIONS!

You have successfully placed an order for

Azure CSP. Once you have your order

confirmation, end user credentials will be

sent out to the appropriate email listed on

the summary page.

Placing Your First Autodesk Order

Step 1 – Find the Autodesk Listing

StreamOne provides both easy and reliable opportunities to purchase Autodesk products.

From the home page, you can either use the vendor tab and look up all Autodesk products or

you can use the search bar to search specifically for Autodesk.

Step 2 – Choose the Correct ListingOnce on the listing page, you can select the type of Autodesk product you wish to purchase.

Each result is a separate listing.

Press the “Click for Details” button

to learn more.

Step 3 – Explore Listing/Add To CartThis page will allow you to add the product to your cart by inputting the quantity and clicking the Buy button.

You can search for a particular product in the “Product Name” search field

Once you click the “Buy” button, you will be prompted to either “Continue Shopping” or “View Cart

If you choose to continue shopping, repeat until all products are added, then continue to “View Cart”

Step 4 – View Shopping CartOnce in the Cart, you'll be able to view your total products for this order.

Here you can either proceed to checkout or select on of the options below.

Step 5 – Place Order | End User InfoOnce all of the products are added to the Shopping Cart, proceed to checkout and enter the end user information.

If you are placing an order for an

existing customer in StreamOne,

select their information from the

Address Book.

Step 6 – Place Order | Configuration

The Configuration page is where you will be

prompted to enter your Autodesk specific

information.

You will have the option to create a New

Contract and name it accordingly.

If your purchase is a new license for an existing

contract, there will be a drop down menu

available to select a current Contract.

Also, verify your Customer Specific Number

(CSN) associated with your VAR contract.

Step 7 – Place Order | PaymentNext, you must enter a PO number with an option to enter an End User PO number.

You will then select your form of payment from this page.

Step 8 – Place Order | Summary

The final screen of the checkout process

will give you an overall summary of the

order for you to review one last time.

Please Note:

The configuration tab at the top that lists

where the End User login credentials will

be sent to.

CONGRATULATIONS!

You have successfully placed an order for

Autodesk. Once you have your order

confirmation, end user credentials will be

sent out to the appropriate email listed on

the summary page.

Purchase Add-On Services

Step 1 – Navigate to the Digital Locker• Go to the Reseller Portal page

• Click on the Digital Locker in the left banner

• Click on the green and white expand button next to the correct end user

Click the “SaaS” button (Software as a Service)

Step 2 – View Licenses

To Add on Additional Services

Step 3 – Purchase Add-OnsFind the applicable add-on service and type in the quantity needed

Click purchase

Modify or Cancel a SaaS Subscription

1. Go to the Reseller Portal page

2. Click on the Digital Locker in the left banner

3. Click the green & white expand button next to the correct end user

Step 1 – Navigate to the Digital Locker

Step 2 – View Licenses

Click the “SaaS” button

Select the modify button next to the license that needs to be adjusted

Step 3 – Modify the License

Type in the TOTAL number of seats needed and click Modify

OR if canceling, click Suspend.

To Modify or Suspend seats

Step 3 – Modify the License

Cancel an IaaS Subscription

Step 1 – Navigate to the Digital LockerSelect “Digital Locker” from the left hand navigation menu.

Enter your customer’s email address or name in the search box. Next click the Green + sign next to their company

name. From here we will select “Iaas/Paas” to complete our task.

Step 2 - Find Your Customer

Step 3 - Enter the Customer’s Modify PageEnter your customer’s email address or name in the search box. Next click the “Modify” button under the admin

column.

Step 4 - Suspend the SubscriptionSlide the toggle to the left to suspend this subscription. You will need to enter the tenant name for suspension.

Modify or Cancel Autodesk Auto-Renew

1. Go to the Reseller Portal page

2. Click on the Digital Locker in the left banner

3. Click the green & white expand button next to the correct end user

Step 1 – Navigate to the Digital Locker

Step 2 – View Customer Tenant

Click the “Contracts” button

Step 2 – View Customer Contract

Click the “Manage” button

#PowerTheCloud

Step 3 – Modify

To adjust seat count:

Enter the number of TOTAL seats

desired and click “Modify Seats”

button

To cancel subscription:

Click “Cancel Subscription” button

Reseller Info

Here End User Info Here

Admin on Behalf of (AOBO) Delegation

1. Go to the Reseller Portal page

2. Click on the Digital Locker in the left banner

3. Click the green & white expand button next to the correct end user

Step 1 – Navigate to the Digital Locker

Enter your customer’s email address or name in the search box. Next click the

Green + sign next to their company name.

Step 2 - Find Your Customer

Step 3 - Enter the Customer’s Modify Page

Enter your customer’s email address or name in the search box. Next click the

“Modify” button under the admin column.

Step 4 - Start the Delegation Process

Click the “Delegate” button from the Subscription Settings menu.

Accept the Delegation Process

Log in using YOUR (Reseller) credentials to your company’s Partner Center.

Do not use the end customer’s tenant credentials.

View the Process Completion

You will receive this message and be redirected back to StreamOne.

Check for Error Messages

Look for any error messages that arise. If none appear the process is

completing in the background. Please keep in mind this process typically

takes up to 30 minutes to complete.

Verify Completion

Navigate to www.partnercenter.Microsoft.com and sign in using your

company’s Partner Center credentials.

Verify Completion

Navigate to www.partnercenter.Microsoft.com and sign in using your

company’s Partner Center credentials. Next click “Microsoft Azure

Management Portal” which prompts a new tab to open.

Verify Completion

Verify your Partner Center alias is displayed in the top right corner. If something different is shown

start the Partner Center verification process in a private browser or clear your cookies.

Click the “More Services” button on the left hand navigation menu. Keep in mind this may be

collapsed. Next select “Subscriptions” (not shown here). This will open the new blade showing your

CSP Subscription.

StreamOne Insights

StreamOne Insights OverviewStreamOne Insights provides you with various views to manage your Office 365 and Azure business.

From a single, interactive dashboard, see a high level overview for each line of business with the ability to drill down

into products, clients, and seats.

Now you can

search through

your customer’s

seats and

consumption at

a granular level.

Step 1 – Navigate to StreamOne Insights

From the Reseller Portal,

Click on “Insights” in the

left column.

Once inside you will see

a responsive dashboard.

Try clicking on one of the

colors and the entire

page will filter on that

item.

You can also drill down

on tables to get more

details about your

customer’s licensing.

StreamOne Insights – Office 365

Static details for

current billing cycle

Select criteria to

customize your view

Filter by individual

products and

customers.

Get an overall view

of your customer’s

purchases

StreamOne Insights – Azure

Static details for

current billing cycle

Select criteria to

customize your view

View your

customer’s total

spend for your

chosen filters

Drill down to get

more granular

details on tables

Questions?

1-800-237-8931

www.TechDataCloud.com

Microsoft Cloud/CSP

Ext. 82031

MicrosoftCloud@TechData.com

Autodesk

Ext. 82033

VPRAutodesk@TechData.com