STREAMONE CLOUD MARKETPLACE ORDER AND MANAGEMENT GUIDE

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 Marketplace From 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 Listing In 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 Details Enter 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 Add any custom information on this page and click Save/Review. 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

Step 7 Review Quote Review 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 Portal Click 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.

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. #PowerTheCloud

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 Listing Once 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 2 If 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 Cart Once 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 Info Once 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.

Transfer Clicking 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 Payment Next, 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 Listing Once on the listing page, select the Microsoft Azure listing by clicking Click for Details.

Step 3 Explore Listing/Add To Cart You 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 Cart Once 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 Info Once 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 Bundle Depending 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 Payment Next, 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 Listing Once 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 Cart This 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 Cart Once 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 Info Once 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 Payment Next, 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-Ons Find the applicable add-on service and type in the quantity needed Click purchase

Modify or Cancel a SaaS Subscription

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

Click the SaaS button Step 2 View Licenses

Step 3 Modify the License Select the modify button next to the license that needs to be adjusted

To Modify or Suspend seats Step 3 Modify the License Type in the TOTAL number of seats needed and click Modify OR if canceling, click Suspend.

Cancel an IaaS Subscription

Step 1 Navigate to the Digital Locker Select Digital Locker from the left hand navigation menu.

Step 2 - Find Your Customer 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 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 - Suspend the Subscription Slide 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

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

Step 2 View Customer Tenant Click the Contracts button

Step 2 View Customer Contract Click the Manage button

Step 3 Modify To adjust seat count: Enter the number of TOTAL seats desired and click Modify Seats button Reseller Info Here End User Info Here To cancel subscription: Click Cancel Subscription button #PowerTheCloud

Admin on Behalf of (AOBO) Delegation

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

Step 2 - Find Your Customer Enter your customer s email address or name in the search box. Next click the Green + sign next to their company name.

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 Overview StreamOne 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