StreamOne Cloud Marketplace. Order and Management Guide

Transcription

1 StreamOne Cloud Marketplace Order and Management Guide

2 StreamOne Cloud Marketplace Order and Management Table of Contents Navigating to the StreamOne Cloud Marketplace Creating a Quote Converting a Quote to an Order Placing Your First Order CSP Office 365 CSP Azure Purchase Additional Services (Add-On to existing License) Manage Your Tenant SaaS Products IaaS Products Toolkit End Customer Invoicing Activating Customer Invoicing Configuring Customer Invoicing Customer Invoicing s Reporting StreamOne Insights Recurring Billing Frequently Asked Questions Contact Us Click on the Tech Data logo on any page in this document to return to this page. 2

3 3 Navigating to the StreamOne Cloud Marketplace

4 Finding the StreamOne Cloud Marketplace Getting to StreamOne from Shop.Techdata.com takes a few, very easy steps. First, log in using your EC ID and password. 4

5 Finding the StreamOne Cloud Marketplace Enter your EC ID and Password and click Login. 5

6 Finding the StreamOne Cloud Marketplace From this page, hover over the BUY tab and hover over Cloud Solutions Store. Click US. This will direct you to the StreamOne Cloud Marketplace home page. 6

7 Finding the StreamOne Cloud Marketplace This is the StreamOne Cloud Marketplace home page. 7

8 8 Creating a Quote

9 Quoting in StreamOne Cloud Marketplace This is the StreamOne Cloud Marketplace home page. 9

10 Quoting Step 1 Find the Product Listing In the top right corner type in CSP and hit Find. 10

11 Quoting Step 2 Choose the Product Listing Based on your qualified support, click for details to see the products. Suites are packages of plans 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 individually. To find your qualified support level, click Here. 11

12 Quoting Step 3 Select the Product Find the Product you need quoted via the in listing search bar. In this example we are looking for Office 365 Business Premium with Standard Support. 12

13 Quoting Step 4 Add the Product to your Cart Type in the needed quantity of seats and add to your cart. Then view your cart. In this example we are looking for 10 seats of O365 Business Premium with Standard Support. 13

14 Quoting Step 5 Create Quote Once in the cart, you ll be able to view your total products added. If you are done adding products to your cart, Click Create Quote. 14

15 Quoting Step 6 Create Quote Enter the End User details (these will appear on the quote). Or you can choose an existing End User from your Address Book. Then Proceed to Quote We recommend adding your Clients preemptively into the address book for the essence of time. 15

16 Quoting Step 7 Customize your Quote Add any custom information on this page and click Save/Review 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 16

17 Quoting Step 8 Review your Quote Review quote/information for accuracy. At the bottom of the screen, you can take a few actions: Update Quote takes you back to Quoting Step 7. Create PDF generates a PDF of the quote that can be ed. Note that the PDF is only available for 24 hours to download after creation. Add to Cart convert your quote back into the cart to order. View all Quotes redirects to your Saved Quotes in the Reseller Portal. Return to Home redirects to your Reseller Portal Home Page. Delete Quote removes the quote from your Reseller Portal. 17

18 Quoting Step 9 Download your Quote PDF From Step 8 Review your Quote, click Create PDF. Then Download PDF File and save it to your computer. 18

19 19 Converting a Quote to an Order

20 Converting Step 1 Go to the Reseller Portal In the top right corner of the StreamOne Cloud Marketplace, click on the Reseller Portal link. This will go to your Reseller Home Page. 20

21 Converting Step 2a Finding Saved Quotes This is your Reseller Portal Home Page. You can see the last 10 quotes generated in the bottom right of the home page. You can also click on Saved Quotes to view all quotes. Clicking the Name of the quote will automatically put it into your cart. 21

22 Converting Step 2b Finding Saved Quotes All saved quotes can also be found under the Opportunities tab on the left navigation bar. Then Select Saved Quotes. There is a search field to filter by keyword. Click on the name of the quote to view it in full. 22

23 Converting Step 2c Finding Saved Quotes Example of the Search field keyword. Click on the Name of Quote to view the full quote. 23

24 Converting Step 3 Add Saved Quote to Cart To convert to an order, click the Add to Cart button. 24

25 Converting Step 4 Proceed to Order Review the Shopping Cart then click Proceed to Checkout. To continue to the order walkthrough, please see the next step: Step 7 Order Configuration 25

26 Converting Step 5 Clearing Saved Quote from Cart To clear your cart of the saved quote, click New Cart. 26

27 27 Placing your First CSP Order - Office 365

28 Placing Step 1 Find the Product Listing StreamOne Cloud Marketplace provides both easy and reliable opportunities to purchase Office CSP products as a self service portal. From the home page, you can either use the vendor tab to look at all Microsoft products or you can use the search bar in the top right to search specifically for CSP. 28

29 Placing Step 2 Choose the Product Listing Based on your qualified support, click for details to see the type of CSP products you wish to purchase. Suites are packages of plans 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 individually. To find your qualified support level, click Here. 29

30 Placing Step 3 Select the Product Find the Product you need ordered via the in listing search bar. In this example we are looking for Office 365 Business Premium with Standard support. You can select the View Features to learn more about the products available. 30

31 Viewing the Product Features For more information on the products, click View Features. The page will slide down to the bottom where you have access to a variety of information. 31

32 Placing Step 4 Add the Product to your Cart Type in the needed quantity of seats and add to your cart. Then view your cart. In this example we are looking for 10 seats of O365 Business Premium with Standard Support. 32

33 Placing Step 5 Review Shopping Cart Once in the cart, you ll be able to view your total products added. If you are done adding products to your cart, Click Proceed to Checkout. You can also create a quote or save for later from the shopping cart. 33

34 Placing Step 6 End User Info Once all of the products are added to the shopping cart, proceed to checkout and enter the end user information. You can also Select from Address Book when filling out the end user info. Important! The entered here is for tenant configuration only. No will be sent to this address. This must be an end customer and unique to other entries. When entering the end user information, ensure that no spaces are left at the beginning or end of the text as this causes the order placement to loop back to this step. 34

35 Placing Step 7 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 it is available. If you are creating a brand new domain, you will be given the option to send credentials directly to the end user or a delegated admin by entering an 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 default domain. 35

36 Creating a New Enter the new domain name and check the availability. If the name is taken try some variations. Here is where you can designate a recipient of the account credentials for the new domain, either the end user or an admin. 36

37 Existing Existing domain will show under this option if already transacting in StreamOne. If not you can manually type in an entry. 37

38 Transfer Before transferring a domain you must first go through the Multi-Channel 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 to Continue to Payment. 38 Important! For Advisor transfers, be sure to provide the Default Domain, which can be found in the Domain sections of the Microsoft Portal.

39 Transfer Clicking on the View Authorization Steps will bring you to this page which provides the needed Multi- Channel steps for Authorization. Under Additional Help there is a link to the Multi-Channel Overview PDF that will give a step by step guide on this process. Important! The Multi-Channel steps in essence will set Tech Data as a Partner Relationship, found in the Microsoft Portal. This allows Tech Data the ability to procure licenses into the existing Tenant. 39

40 Placing Step 8 Payment Next, you must enter a PO number with an option to enter an End User PO as well. You will then select your form of payment from this page. 40

41 Placing Step 9 Review Summary The final screen of the checkout process will give you an overall summary of the order for you to review before placement. Important! The configuration section at the top lists where the End User login credentials will be sent to. If you have selected an existing or transferred domain, this field will be blank and no credentials will be sent out. 41

42 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 listed on the summary page. 42

43 43 Placing your First CSP Order - Azure

44 Placing Step 1 Find the Product Listing StreamOne Cloud Marketplace provides both easy and reliable opportunities to purchase Microsoft Azure products as a self service portal. From the home page, you can either use the vendor tab to look at all Microsoft products or you can use the search bar in the top right to search specifically for CSP. 44

45 Placing Step 2 Choose the Product Listing Once on the listing page, click for details to select the Microsoft Azure products you wish to purchase. Health Check for Azure assesses your current environment to right size it in Azure. To find your authorizations, click Here. 45 In Azure Reservation Request you can now reserve virtual machines in advance and save up to 80 percent. For more information, click Here.

46 Placing Step 3 Select the Product This page will allow you to add Configure your Azure Solution to your cart by clicking the buy button. You can select the View Features to learn more about the products available, including Tech Data s pre-configured workloads. 46

47 Viewing the Product Features For more information on the products, click View Features. The page will slide down to the bottom where you have access to a variety of information. 47

48 Placing Step 4 Add the Product to your Cart Clicking the buy button will prompt you to either Continue Shopping or View Cart. When done shopping, proceed to the shopping cart. 48

49 Placing Step 5 Review Shopping Cart Once in the cart, you ll be able to view your total products added. If you are done adding products to your cart, Click Proceed to Checkout. You can also create a quote or save for later from the shopping cart. 49

50 Placing Step 6 End User Info Once all of the products are added to the shopping cart, proceed to checkout and enter the end user information. You can also Select from Address Book when filling out the end user info. Important! The entered here is for tenant configuration only. No will be sent to this address. This must be an end customer and unique to other entries. When entering the end user information, ensure that no spaces are left at the beginning or end of the text as this causes the order placement to loop back to this step. 50

51 Placing Step 7 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 scripted templates on the dropdown below. 51

52 Placing Step 8a Create a Bundle Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure Backup template. 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. Each bundle selected will have a Bundle Information to go into further detail on the template. Questions vary depending on bundle selected. For more information on the scripted templates, Click Here. 52

53 Placing Step 8b Summary of Bundle Once all of the configurations are set, you will see a summary of all selections in the Bundle Summary column. The example below is the Azure Backup template. 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. 53

54 Placing Step 8c Continue without Bundles Select Continue without Bundles, then Continue Configuration. 54

55 Placing Step 9 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 it is available. If you are creating a brand new domain, you will be given the option to send credentials directly to the end user or a delegated admin by entering an 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 default domain. 55

56 Creating a New Enter the new domain name and check the availability. If the name is taken try some variations. Here is where you can designate a recipient of the account credentials for the new domain, either the end user or an admin. 56

57 Existing 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. These users must be existing in the directory at the time you enter it. Existing domain will show under this option if already transacting in StreamOne. If not you can manually type in an entry. Important! You may continue without entering an owner, however, if you do not enter a user the first alphabetical user in the Active directory will be selected as owner of the subscription. 57

58 Transfer Before transferring a domain you must first go through the Multi-Channel 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 to Continue to Payment. 58 Important! For Advisor transfers, be sure to provide the Default Domain, which can be found in the Domain sections of the Microsoft Portal.

59 Transfer Clicking on the View Authorization Steps will bring you to this page which provides the needed Multi- Channel steps for Authorization. Under Additional Help there is a link to the Multi-Channel Overview PDF that will give a step by step guide on this process. Important! The Multi-Channel steps in essence will set Tech Data as a Partner Relationship, found in the Microsoft Portal. This allows Tech Data the ability to procure licenses into the existing Tenant. 59

60 Placing Step 10 Payment Next, you must enter a PO number with an option to enter an End User PO as well. You will then select your form of payment from this page. 60

61 Placing Step 11 Review Summary The final screen of the checkout process will give you an overall summary of the order for you to review before placement. Important! The configuration section at the top lists where the End User login credentials will be sent to. If you have selected an existing or transferred domain, this field will be blank and no credentials will be sent out. 61

62 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 listed on the summary page. 62

63 63 Purchase Add-On Services

64 Adding Step 1 Navigate to the Digital Locker 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 64

65 Adding Step 2 View Licenses Click the SaaS button. 65

66 Adding Step 3 Manage Tenant Licenses Select the Manage Tenant button next to the license you are purchasing add-ons for. 66

67 Adding Step 4 Managed Add-Ons Below the Subscription Summary are the purchasable add-ons. The Office 365 Managed Add-Ons section will list all available products. Click Modify on the product you wish to purchase. There is a search field to quickly filter the view. 67

68 Adding Step 5 Office 365 Add-On Clicking Modify opens the Office 365 Add-On window. Please note, you will select a base subscription for this add-on and the number of seats. Check box the Terms and Conditions and hit Purchase. 68

69 69 Manage your Tenant - SaaS Products

70 Managing Step 1 Navigate to the Digital Locker 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 70

71 Managing Step 2 View Licenses Click the SaaS button. 71

72 Managing Step 3 Manage Tenant Licenses Select the Manage Tenant button next to the license that needs to be adjusted. 72

73 Managing Step 4a Modifying Licenses To add, decrease, or cancel (suspend) licensing, click on Modify. Tenants with more than one license to modify need to click Modify for each license being adjusted. 73

74 Managing Step 4b Modifying Licenses Clicking Modify opens the modify window. Please note, you will want to put the total number of seats that are needed in the Number of Seats field. This is regardless of addition or subtraction but rather the total number seats needed after modifying. Accept the Terms & Conditions, then click Submit. 74

75 Managing Step 5 Reviewing Subscription Changes All modifications to licenses are timestamped with Created by, Created on, and license name. The subscription change history is filterable to see specific license s history. 75

76 76 Manage your Tenant - IaaS Products

77 Managing Step 1 Navigate to the Digital Locker 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 77

78 Managing Step 2 View Licenses Click the IaaS button. 78

79 Managing Step 3 Modify Licenses Select the Modify button next to the Azure license. 79

80 Managing Step 4a Manage Azure Tenant Modify the Current Budget to input the budget you have with this subscription. You can see the current Subscription Usage which updates every 24 hours. You can add a Usage Threshold Notification whenever your usage is close to exceeding your budget. Subscription Name can be changed as needed. This will reflect in the Azure Portal. Sliding the toggle to the left will suspend this subscription. You will need to enter the tenant name for suspension. 80

81 Managing Step 4b Manage Azure Bundles Purchase Bundles can be added to your current Azure solution. Please note, clicking the i icon will open up a brief description of the bundles. All modifications to licenses are timestamped with Created by, Created on, and license name in the Subscription Change History section. The subscription change history is filterable to see specific license s history. 81

82 Managing Step 5 Manage Azure Delegate Click the Delegate button from the Subscription Settings menu. Clicking Delegate will direct you to an application page for the delegation process. Log in using your credentials to your Partner Center. Do not use the end customer s tenant credentials as this will not link up the delegate process. When you sign in, you will receive a message that your Active Directory properties have been successfully retrieved and sent to StreamOne. Then you ll be redirected back to StreamOne. 82

83 Managing Step 6 Check for Error Messages After being redirected to StreamOne, look for any error messages. If none appear, the process is completing in the background. Please note, this process typically takes up to 30 minutes to fully complete. 83

84 Managing Step 7a Verify Completion Navigate to and sign in using your company s Partner Center credentials. 84

85 Managing Step 7b Verify Completion After logging in, go into the Partner Dashboard and under Customers look for your Tenant. Click Microsoft Azure Management Portal. 85

86 Managing Step 8c Verify Completion Verify your end user s subscription has your My Role listed as an Owner. To get to this screen, Click All Services and then Subscriptions. 86

87 87 Manage your Tenant - Toolkit

88 Toolkit Step 1 Navigate to the Digital Locker 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 88

89 Toolkit Step 2 View Licenses Click the SaaS button. 89

90 Toolkit Step 3 Manage Tenant Licenses Select the Manage Tenant button next to the license. 90

91 Toolkit Step 4a Manage users To add, delete, or modify users for your tenant, click on Manage users. 91

92 Managing Step 4b Manage users Clicking Manage users opens the manage user window. Selecting Add new line will allow you to enter in a new user and assign the user type. Click Submit to save any changes. To delete a user, check the Select box of the user being deleted and click Delete Selected. 92

93 Toolkit Step 5a Assigning licenses To assign, click Assign licenses. 93

94 Managing Step 5b Assigning licenses Clicking Assign licenses opens the Assign Office 365 window. Check the box under the license type that needs to be assigned for that specific user. Click Confirm to save any changes. 94

95 95 End Customer Invoicing

96 Support Contact If you have any trouble using this feature please reach out to you Tech Data Cloud Representative. If you cannot get ahold of your representative please contact the StreamOne team. 96

97 Activating Customer Invoicing as a Reseller 97

98 Activating Customer Invoicing as a Reseller Once you have been activated, you will see the customer invoicing tab. You will click this tab and then the terms and conditions tabs will appear. Once you click on this tab, you will need to check the box and click Add Customer Invoicing to activate. This page will also include links to the Term and Conditions and a help and Info page. 98

99 Configuring Customer Invoicing 99

100 Configuring Customer Invoicing Once you have accepted the Terms and Conditions the Setting, Eligible Listing, and Global Markup tabs will appear In the Setting tab you have the ability to input addresses so that you or anyone you chose will be CC d on all the end customer invoices. You will also need to fill out the custom text field. In order to let your customer know how to pay the invoice. You can add a link or contact information for your customer to make payment You can also on this page see a sample Invoice. 100

101 Sample Invoice 101

102 Eligible Listings On the eligible listing page you can view all vendors and listing that have been activated for you to use in Customer Invoicing 102

103 Setting a Global Markup 103

104 Setting a Global Markup This setting will enable all End Customers unless explicitly disabled ("In-active"). You can view Customer Invoicing status of End Customers in Digital Locker. This markup will be applied to all End Customers and subscriptions where a markup % is not already populated. This change will only affect subscriptions of eligible Customer Invoicing Vendors/Listings. (see Eligible Listings tab.) New orders will also have this markup applied unless End Customer level markup is already set, in which case the new orders will have the End customer markup. This will take effect within 15 minutes. If you only want to set a markup on a per customer basis please do not fill this out. 104

105 Setting a Customer Markup 105

106 Setting a Customer Markup On this page you can set a markup per customer. If you set a Global markup it will automatically populate here with the global markup button checked. If you want to change the mark up and set it at the company level, please uncheck the Global % box and then enter the desired markup. You also have the ability to activate and deactivate all your customer from Customer Invoicing here. 106

107 Setting a Subscription Markup 107

108 Setting a Subscription Markup On this page you can set a markup per subscription. If you set a Global or Company markup it will automatically populate here with the Global or Company markup button checked. If you want to change the mark up and set it at the Subscription level, please uncheck the Global % or Company % box and then enter the desired markup. You also have the ability to activate and deactivate all your subscriptions from Customer Invoicing here. 108

109 Customer Invoicing 109

110 Customer Invoicing 110

111 Customer Invoicing On this page in the Digital Locker if you click on the green +, you will have the ability to override the recipient of the ed invoice. As a default the invoice will go to the address that was entered in the company info page. 111

112 112 Reporting - StreamOne Insights

113 Reporting Step 1 Navigate to StreamOne Insights 1. Go to the Reseller Portal page 2. Click on Insights in the left banner 113

114 Reporting Step 2a Office 365 StreamOne Insights StreamOne Insights provides you with various views to manage your Office 365 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. For Insights Pro, Click the link View Full Report. Now you can search through your customer s seats and consumption at a granular level. Some examples are: - 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 114

115 Reporting Step 2b Azure StreamOne Insights StreamOne Insights provides you with various views to manage your Office 365 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. For Insights Pro, Click the link View Full Report. Now you can search through your customer s seats and consumption at a granular level. Some examples are: - 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 115

116 Reporting Step 2c StreamOne Insights Pro Click on View Full Report from StreamOne Insights to launch a second tab for further reporting options. 116

117 117 Reporting - Recurring Billing

118 Reporting Step 1 Navigate to Recurring Billing 1. Go to the Reseller Portal page 2. Click on Recurring Billing in the left banner 118

119 Reporting Step 2 Recurring Billing Enter a Date Range for the billing period and run the report. Leaving the range blank will run current month. Important! We recommend limiting the date range month to month. 119

120 Reporting Step 3 Recurring Billing The Billing Summary report has all invoices contained within the date range and is exportable by clicking Export CSV. There are several columns to filter for a more stylized view. 120

121 121 Frequently Asked Questions

122 122 How do I find my CSP Authorizations in the portal?

123 Authorized Step 1 Navigate to the Reseller Portal Go to the Reseller Portal home page and under the Recent Authorizations section, this lists your authorizations and associated vendor. 123

124 124 What are the different Azure Bundle Templates?

125 Create a Bundle Azure SQL DBaas Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure SQL DBaaS template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 125

126 Create a Bundle Azure Site Recovery Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure Site Recovery template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 126

127 Create a Bundle Azure Storage Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure Storage template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 127

128 Create a Bundle Azure Virtual Machines Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure Virtual Machines template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 128

129 Create a Bundle Azure Virtual Machines 2 Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Azure Virtual Machines template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 129

130 Create a Bundle NetApp ONTAP Cloud Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the NetApp ONTAP Cloud template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 130

131 Create a Bundle NetApp ONTAP Cloud 2 Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the NetApp ONTAP Cloud template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 131

132 Create a Bundle Red Hat OpenShift Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Red Hat OpenShift template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 132

133 Create a Bundle Red Hat OpenShift 2 Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Red Hat OpenShift template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 133

134 Create a Bundle Small Business Cloud Server v2 Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Small Business Cloud Server v2 template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 134

135 Create a Bundle Small Business Cloud Server v2 2 Depending on the chosen bundle, custom questions populate so you can configure the workload accordingly. The example below is the Small Business Cloud Server v2 template. Each bundle selected will have a Bundle Information section to go into further detail on the template. 135

136 136 How to Request Azure Reserved Instances?

137 Reserving Step 1 Select the Product This page will allow you to add Azure Reservation Request to your cart by clicking the buy button. You can select the View Features to learn more about the products available. 137

138 Viewing the Product Features For more information on the products, click View Features. The page will slide down to the bottom where you have access to a variety of information. 138

139 Reserving Step 2 Add the Product to your Cart Clicking the buy button will prompt you to either Continue Shopping or View Cart. When done shopping, proceed to the shopping cart. 139

140 Reserving Step 3 Review Shopping Cart Once in the cart, you ll be able to view your total products added. If you are done adding products to your cart, Click Proceed to Checkout. You can also create a quote or save for later from the shopping cart. 140

141 Reserving Step 4 End User Info Once all of the products are added to the shopping cart, proceed to checkout and enter the end user information. You can also Select from Address Book when filling out the end user info. Important! The entered here is for tenant configuration only. No will be sent to this address. This must be an end customer and unique to other entries. When entering the end user information, ensure that no spaces are left at the beginning or end of the text as this causes the order placement to loop back to this step. 141

142 Reserving Step 5 Azure Settings This page will allow you to add Product Configuration Details to your Azure Reservation request. Then Continue to Payment. Hovering your mouse over the icon will display a pop-up window with further details for each data point. 142

143 Reserving Step 6 Payment Next, you must enter a PO number with an option to enter an End User PO as well. You will then select your form of payment from this page. 143

144 Reserving Step 7 Review Summary The final screen of the checkout process will give you an overall summary of the order for you to review before placement. 144

145 Congratulations! You have successfully placed your Azure Reservation Request. Important! Our PM team will get a notification of your reservation request. They will reach out with further information in order to finalize your reserved instance. 145

146 Contact Us Ext