Software Assurance Planning Services Partner Training Module 2: Voucher Life Cycle Steps, Conducting the Planning Services Engagement, and Getting Paid August, 2014

The purpose of this partner training 2 The purpose of this 2-part partner training series is to provide Microsoft partners who are enrolled in the Software Assurance Planning Services program, or who are considering enrolling, with important program value and execution guidance, as well as clarify the voucher life cycle and the various process steps associated with Microsoft customer’s use of their Software Assurance Planning Services benefits.

Training Agenda for Module 2 3  Customer eligibility and access to their PS benefit  Voucher creation  Reserving a voucher  Conducting the engagement and scope  Required deliverables  Redeeming a voucher  Getting paid: creating payment requests in SAVB  Review & resources  Appendix

Customer eligibility and access to their PS Benefits Point system determines PS days Volume Licensing Service Center (VLSC) Watch Steps 1 & 2 of the Voucher Life Cycle Videos located here!here

Voucher creation (Customer) in VLSCVLSC Watch Steps 1-2: Voucher Life Cycle Videos

1. A voucher’s lifespan is 180 days from the date of creation in VLSC. 2. If a Customer’s enrollment expires before the voucher’s expiration date, the voucher is still valid up to it’s own expiration date. 3. If the enrollment is still active when a voucher expires (the voucher has not been used), the days will return to the enrollment’s available pool of days (Planning Services remaining days). If the enrollment has already expired when the voucher expires, the days are lost. 4. Assigned Vouchers should be reserved in VVR as soon as possible to ensure that it is not reserved by another partner. (Note that you can change the engagement start and end dates after a voucher is reserved.)VVR 5. Partners must reserve the voucher, deliver the engagement, and redeem the voucher in VVR prior to the stated expiration date of the voucher. 5 important facts about Vouchers 6

Access to VVR and User Authentication Reserve the voucher (Partner) in VVRVVR 7

Reserve the voucher (Partner) in VVRVVR Watch Step 3: Voucher Life Cycle Videos

Visit each of the Planning Services site to enhance and streamline your engagement process. SA Planning Services Partner Portal SA Planning Services Partner Portal Microsoft Office Division (MOD) DDPSS&EDPS Conduct the engagement Cloud + Enterprise (C+E) PVDPS AZDPS SSDPS DTDPS SDPS Customer Program Overview/ Presentation Pre-Engagement Questionnaire Customer Fact Sheets Sample WO/SOW’s Agendas & Labs Delivery Guides Required Deliverables

Look for options within each PS offering Example: DDPS Options  Office 365 FastTrack planning engagements  Windows 8.1 & Office 2013 deployment planning  Windows 8.1 Proof of Concept  Windows Mobility Proof of Concept  Windows 7 & Office 2010 deployment planning  Windows 7 & Office 2010 Core Jumpstart Proof of Concept 10 Conducting the engagement SA Planning Services Partner Portal

 Out of Scope: Support of existing systems Implementation of recommendations Industry regulatory compliance requirements Deployment of any products into the production environment Review of current operational process Customer development Modification or stabilization of a current environment Application packaging/sequencing Formal training Disaster recovery and business continuity planning Providing economic justification for the new solution Custom image creation Scope limitations 11 In Scope: The Plan for a deployment, upgrade or migration

After delivery of the engagement 12 Upload deliverables and REDEEM vouchers within 60 days following the engagement

The Completion Report Infopath form 13

Redeem the voucher (Partner) in VVRVVR Watch Step 4: Voucher Life Cycle Videos

Redeem the voucher (Partner) in VVRVVR

Getting paid 16 Four Important Facts about the SAVB tool

Getting ready to use SAVBSAVB 17

Create a Payment Request in SAVBSAVB 18 Watch Step 5: Voucher Life Cycle Videos

Create a Payment Request in SAVBSAVB 19 The information in your Company invoice must match what is in the Payment Request!

20 Your homepage in SAVBSAVB

 Planning Services is on-site planning support for a deployment, upgrade or migration. It does not cover actual deployment work.  Customers create PS vouchers in 1, 3, 5, 10 or 15 day increments in VLSC. A voucher is “assigned” to a customer employee. Vouchers live for 180 days. VLSC  Customers find partners in the PS Provider Directory.PS Provider Directory  There are multiple engagement options under each Planning Services offering. Explore them!Explore them!  PS Partners reserve and redeem vouchers in VVR.VVR Vouchers must be reserved before the engagement start date. An engagement must be complete and customer deliverables delivered prior to redemption of a voucher. When redeeming, partners must upload the two required deliverables.required deliverables  PS Partners submit Payment Requests through the SAVB tool.SAVB tool Module 2 - In Review 21

Resources 22 Training/Guidance, Tools and SitesDescription SA Planning Services Partner PortalPS programs portal including information on the value of the benefit, “how- to” resources for selling and delivering by PS type, required deliverables, process templates and resources. Required Deliverables by PS TypeAccess the Required Deliverable templates by PS type, and the link to the Completion Report. Planning Services Completion ReportLink to InfoPath Form; one of the 2 required deliverables. Planning Services: Voucher Life Cycle VideosShort 5-part series of videos demonstrating the end-to-end voucher life cycle steps including Creating, Reserving and Redeeming PS vouchers, and creating a payment request. Frequently Asked QuestionsList of the top Frequently Asked Questions about the Software Assurance Planning Services Partner Eligibility RequirementsComplete list of the certifications, by each PS type, that must be obtained by a partner organization and its consultants in order to become approved as a provider. SA Planning Services Customer Web SiteCustomer-facing site on //microsoft.com where customers can learn about their SA benefits including Planning Services.

Resources 23 Training/Guidance, Tools and SitesDescription Volume Licensing Service Center (VLSC)Customer-facing volume licensing portal where qualified customers access their SA benefits; used by the SA Benefits Manager to create and assign PS vouchers. Voucher Validation & Redemption (VVR) ToolPartner-facing internal tool used by Planning Services’ partners to reserve and redeem vouchers. Software Assurance Voucher Benefit Tool (SAVB) Partner-facing internal tool used by Planning Services partners to create a Payment Request for vouchers they have redeemed in VVR, and get paid. SA Planning Services Online Enrollment on MPN MPN site where qualified partners can enroll online in the Planning Services for which their organization is eligible. Planning Services Providers DirectoryList of all active Planning Services partners by service type and country. VSLC SupportVSLC Support or or alias for customers to get help with questions about their benefits. Contact UsContact the help aliases for each of the Planning Services.

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Step 7a: First-time Registration in SAVB Registering your Organization in SAVB o Important: If your organization is active in more than one voucher program (for example, SATV and Desktop Deployment Planning Services), you must go through this registration step for each voucher program. o You must have vouchers in REDEEMED status in VVR before attempting to register in SAVB A Global Administrator is required to complete the initial process by logging into On the initial Registration page, select the Organization name from the drop-down menu. (If this is your first time in SAVB, you will not see anything listed in the “Programs Registered” section of the page.) In the Programs available for Registration section, click on the program(s) for which you are now registering. Then click “Register”. View the Confirmation page. Check to make sure the listed program is the one you just registered on the previous screen. Click on the “Return to Home” link to go to your program “Home Page” in SAVB You have now registered. If this is the first time registering for this location, you will receive a New Vendor Application within 5-6 business days. If not, please allow hours to map your payment profile to your location.

Step 7b: Obtain a New Vendor ID

Step 7c: Assign Vendor ID