1. Microsoft Partner Conference 2004

2. Software Assurance Benefit (SAB) 2.0 Update
U-Li Ong
Program Manager
Microsoft Partner Conference 2004

3. What’s Changing
On August 23rd, there will be many enhancements made to the current benefit administration processes in MVLS
The enhancements will make management of many benefits easier for customers
Based on Customer & Partner feedback
There will be some minor changes to accepting the Terms and Conditions as well
The following slides will cover the enhancements
Due to the volume of changes, the enhancements will be covered in groups based on benefits
Microsoft Partner Conference 2004

4. Acronyms MVLS = Microsoft Volume Licensing Services
SAB = Software Assurance Benefit
BA = Benefits Administrator
EA = Enterprise Agreement
OLV = Open License Volume
NC or NTC = Notices Contact
EPP = Employee Purchase Program
HUP = Home Use Program
PRS = Problem Resolution Support
Microsoft Partner Conference 2004

5. Updates General Changes PRS (Support) Changes HUP & EPP Changes
eLearning for OPEN Changes
Training Voucher Changes
Tools Changes
SA Exchange Server Applications - Intelligent Message Filter
Disaster Recovery Benefit
ESLP changes
Explore.ms reports
SAB Admin Role
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6. General Changes
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7. General Changes
These changes effect all benefits or large groups of benefits
The changes in this section include:
Bulk upload of benefit users
Benefit subscription transfer
Accepting terms and conditions
Grace periods for benefit access
New link to VLKs in MVLS
Microsoft Partner Conference 2004

8. General - Bulk Upload of Benefit Users
Several benefits can have multiple users added to consume the benefits
Prior to August 23rd, these users had to be added one at a time
After August 23rd, a bulk upload feature will be available for the following benefits:
Problem Resolution Support
TechNet Online Concierge Chat
TechNet Plus
The next few pages show the difference in the processes
For details processes for the three benefits listed above, see their individual sections in Module 8.
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9. General - Bulk Upload of Benefit Users – Step 1
During activation of benefits that have many users, a group of users can be added in bulk.
To add bulk users, the customer will have to create a spreadsheet of all the users they wish to add.
Note: If the customer wants to add a single user they can still do so using the fields provided and clicking the Add New Contact button.
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10. General - Bulk Upload of Benefit Users – Step 2
The customer needs to make sure all fields are represented in the spreadsheet. The following fields are required:
Last Name
First Name
address
Phone Number
Organization
Language
If any of these fields are missing MVLS will not accept the bulk add.
Also the Last Name Pronunciation and First Name Pronunciation fields must be present in the spreadsheet. If the customer doesn’t wish to complete them, they can be left blank.
To add the users to MVLS, highlight all users in the list and copy them.
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11. General - Bulk Upload of Benefit Users – Step 3
Click Paste Contact List to add the bulk users.
All the users that were copied will be displayed at the bottom of the screen to be added.
To complete the bulk add, click Submit Contact List.
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12. General - Bulk Upload of Benefit Users – Edit Bulk List
To edit users on the bulk add list:
Select the user to edit by clicking on the their line (this will highlight the entire user line)
The user’s information will appear in the fields above the Benefit Contacts box. Edit the desired fields.
Click Save Changes to save the changes.
In addition a user can be removed by highlighting them in step 1 above and then clicking Remove Contact.
To clear all users click Clear All Contacts.
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13. General - Benefit Subscription Transfer
Before August 23rd, if a customer renewed their enrollment they would have to re-add all of their users to the new agreement/ enrollment to consume the benefits
Starting August 23rd, existing users will be automatically transferred to the new enrollments
Only for renewing Select & EA agreements/enrolments
Not applicable for OPEN & OLV customers
This process does not require customer interaction
*If a customer has an existing SA enabled agreement/enrollment that is about the expire, the customer can “renew” by signing up for another agreement/enrollment with SA. When this is done, all users will be transferred from the old agreement to the new agreement.
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14. General - Benefit Subscription Transfer – New Agreements/Enrollments
All benefits, except the Training Voucher benefit, will be automatically activated and transfer users on the Grace Period end-date of the agreement
The Training Voucher benefit will still need to be activated
Contacts will only be moved to the same benefit and from same program type (Example: From the expiring EA PRS benefit to the new EA PRS benefit)
If a subscription is transferred, benefits that use ID numbers will retain their ID numbers
The following data will be transferred for new agreements:
User names and contact data
ID numbers (examples: TechNet Subscriber ID’s, HUP program codes, etc.)
Fulfillment languages for kits
Domain and company names for HUP and EPP
When users are transferred to the new benefits it activates the benefits as well, however, benefits that include Terms and Conditions will still require the user to accept them before consuming benefits. When the benefit link is clicked in MVLS, the Terms and Conditions will be displayed.
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15. General - Accepting Terms and Conditions
Terms and Conditions are no longer part of registration
Customers will not see a red text reminder on the Benefit Summary screen like in the past
Terms and Conditions are now displayed when a benefit that requires them is selected from the benefit summary page (example: Support, HUP or EPP)
If a customer does not accept the Terms and Conditions when it is first presented to them, it will appear the next time the benefit is clicked
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16. General - Accepting Terms and Conditions the Old Way
Prior to August 23rd, when a customer had not accepted the Terms and Conditions, there was a red paragraph at the top of the Benefit Summary screen showing them they needed to accept the Terms and Conditions.
Also the benefits that had unaccepted Terms and Conditions were highlighted in red.
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17. General - Accepting Terms and Conditions the New Way
Now, the red text is gone. If a customer has not accepted the Terms and Conditions, a column on the screen indicates they have not accepted it. When the benefit is selected from the Benefit Summary screen, the Terms and Conditions will be displayed as part of activation.
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18. General – SAB Grace Period for Benefit Access
Customers have a 90 day grace period to use any benefits that were included on an expiring agreement/ enrollment
Provided they had registered on MVLS prior to agreement/ enrollment expiry date
90 days for Sel, EA customers
OLV has 60 days grace period
OPEN, CASA & EA Sub customers do not have grace period
During this time period they can manage and consume existing benefits but cannot qualify for additional benefit awards
If a customer purchases a new SA qualifying agreement, the benefits can still be administered until the grace period end date of the old agreement even though the new agreement is already Active
Terminated agreements do not share this feature
Benefits expire upon termination
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19. General - New VLK Link
There is a new link to access the Volume License Keys for installing the software from the main page of MVLS. Once a user is logged in they will see the link for the VLKS on the left hand side of the screen.
Clicking the link will take the users to the list of Volume License Keys for all of the products in their agreement/enrollment.
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20. Support Changes
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21. Support Benefit Changes
In addition to bulk user upload, other support changes include:
The Problem Resolution Support benefit now recognizes the 2 support incident benefit and tracking for Open Value customers
Usage tracking for all support incidents is now supported in MVLS
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22. Support Incident Tracking
The Problem Resolution Support benefit now provides usage reporting on the benefit detail screen. The total number of incidents (mostly applicable to Open Value customers) Used incidents and remaining incidents are all displayed here.
A customer can view which of their users are using the incidents by clicking on the Benefit Use Report link. This will open a new window that lists all the used incidents and the user that has consumed the incident (screenshot unavailable at this time).
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23. HUP and EPP Changes
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24. HUP and EPP Benefit Changes
The communication template for both HUP and EPP is now available as a download from within MVLS
Applicable only to licenses issued outside of AU & NZ
N/A for NZ local enrolments
Customers can view an HUP usage report from within MVLS
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25. Template Download – The Link
There is now a link on the Benefit Details screen of the HUP and EPP benefit for customers to download the communication to the employees at their company. If they misplaced the original that is sent when they are assigned as the Benefit Administrator, they can click the Here link on the description paragraph.
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26. Template Download – The Template
The entire message is displayed on the screen. The customer can either copy the text from the screen to paste into the document of their choice, or they can click on the Printer Friendly Version link at the bottom to print it directly from the site.
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27. HUP Usage Reporting
On the Benefit Details page of HUP, customers can track the usage of the products they are entitled to. Clicking on the link will display the users who have purchased the products.
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28. eLearning Changes
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29. eLearning Benefit Change
The eLearning benefit for Open customers will be displayed in eOpen with descriptions of the eOpen entitlement
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30. eLearning in eOpen
The eLearning benefits will now be visible in eOpen for the customers. When a customer clicks on the benefit, a pop up will inform them that the eLearning benefit for Open customers is a right to run the software on all of their covered systems after they buy the media.
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31. Training Voucher Changes
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32. Training Voucher Changes
The new correct terminology has been updated changing all instances of CTEC to Microsoft Learning Solutions Partner
The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher
Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher
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33. Tools Changes
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34. Tools Benefits Changes
In all screens WinPE has been changed to reflect the correct name – Windows Pre-installation Environment
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35. New Benefit – SA Exchange Server Applications
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36. Tools - Intelligent Message Filtering
SA Exchange Server Applications is a new Benefit group which includes Intelligent Message Filter (IMF)
The new benefit group can be assigned to Benefit Administrators like all other benefit groups
IMF is a tool that works with Microsoft Exchange Server 2003 and Microsoft Office Outlook 2003
It is a server side tool that helps detect and block “spam” messages from being sent to users
All Select, EA and Open Value customers who have Exchange Server covered by SA qualify for this benefit
Each qualifying enrollment will receive one free media kit
This tools benefit is activated and managed exactly like the other two tools benefits
Please see the Tools module in your binder (module 8 section H) for detailed screens on activating and managing this benefit.
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37. New Benefit – Disaster Recovery
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38. New Benefit – Disaster Recovery
Cold Backup Servers for Disaster Recovery is a new benefit that allows SA customers to have fully installed backup servers in case of emergencies
For each SA covered server license a customer can install one additional instance of that software on a backup server
The Backup servers must be “cold” servers – meaning they cannot be actively used until the a server goes down
The Disaster Recovery licenses terminate with the agreement and with the Software Assurance coverage
This benefit does not require any activation in MVLS
Microsoft Partner Conference 2004

39. ESLP Benefit Change
The ESLP (Enterprise Source License Program) benefit will now be linked from the Benefit Summary page
Customers will still complete the request and have to complete the participation forms and legal disclaimers
The change makes the benefit easier for customers to locate
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40. Explore.ms Reports
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41. Explore.ms Reports
Partners can pull several useful reports from Explore to answer customer questions
Feature available on Explore mid-Sept
Customers can pull reports in Explore to show:
HUP benefit consumption
EPP benefit consumption
Shipment reports for media fulfillment benefits
These reports have high level details only and no personally identifiable information
Customers will not be able to use Explore, customers should use MVLS
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42. SAB Administrator Role
A new participant type role was added to the Enrollment forms – SAB Admin
This role specifies a person that will be automatically invited to MVLS once the agreement is activated in the system
The person listed in the agreement will automatically sent a PIN via , this would behave like a BA that was invited by an NC
After the SAB Admin registers using the PIN, the NC would have to verify them and assign permissions as normal
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43. General – Email to SAB Admin
to SAB Admin gets triggered 24 hrs after to Notices Contact (NTC) has been triggered
Whether NTC has or has not registered on MVLS
NTC must register on MVLS in order for SAB Admin to login to MVLS & administer the benefits
If SAB Admin logins to MVLS before NTC has registered, the NTC will receive a notification that the SAB Admin is requesting access to MVLS
If SAB Admin is same person as NTC, do not fill in details in SAB section on the enrolment, otherwise NTC will receive 2 s
There is a new link to access the Volume License Keys for installing the software from the main page of MVLS. Once a user is logged in they will see the link for the VLKS on the left hand side of the screen.
Clicking the link will take the users to the list of Volume License Keys for all of the products in their agreement/enrollment.
Microsoft Partner Conference 2004

44. Email to SAB Admin V6.3 Enrolment captures SAB Admin details
There is a new link to access the Volume License Keys for installing the software from the main page of MVLS. Once a user is logged in they will see the link for the VLKS on the left hand side of the screen.
Clicking the link will take the users to the list of Volume License Keys for all of the products in their agreement/enrollment.
Microsoft Partner Conference 2004

45. Email to SAB Admin sample
There is a new link to access the Volume License Keys for installing the software from the main page of MVLS. Once a user is logged in they will see the link for the VLKS on the left hand side of the screen.
Clicking the link will take the users to the list of Volume License Keys for all of the products in their agreement/enrollment.
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46. Summary
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47. General Changes - Review
Bulk Upload:
Customers can now add multiple users to TechNet Plus, TechNet OCC, Problem Resolution Support and Training Vouchers with the bulk upload feature
Benefit Subscription Transfer
When a customer signs a new agreement, all of their old contacts and IDs will be transferred automatically
Terms and Conditions are now part of the activation of the benefits
Expiring agreements provide a grace period to utilize benefits
MVLS has a new easy to access link to retrieve VLKs
Microsoft Partner Conference 2004

48. Benefits Review: Problem Resolution Support: HUP and EPP review:
The Problem Resolution Support benefit now recognizes the 2 support incident benefit and tracking for Open Value customers
Usage tracking for all support incidents is now supported in MVLS
HUP and EPP review:
The communication template for both HUP and EPP is now available as a download from within MVLS
Customers can view an HUP usage report from within MVLS
Microsoft Partner Conference 2004

49. Benefits Review Continued:
eLearning review:
The eLearning benefit for Open customers will be displayed in eOpen with descriptions of the eOpen entitlement
Training Voucher review:
The new correct terminology has been updated changing all instances of CTEC to Microsoft Learning Solutions Partner
The limit of the 38 approved classes has been dropped, now any Microsoft class offered by a participating Microsoft Learning Solutions Partner is eligible for use with a Training Voucher
Extra days on training vouchers will now be returned to the usable pool rather than being lost if a class is shorter than the number of days on a voucher
Microsoft Partner Conference 2004

50. Benefits Review Continued:
Tools review:
In all screens WinPE has been changed to reflect the correct name – Windows Pre-installation Environment
SA Exchange Server Applications Review
SA Exchange Server Applications provides a new benefit kit/download - Intelligent Message Filtering – this benefit helps reduce spam
Other items review:
ESLP is now listed in the benefit summary in MVLS
A new benefit called Disaster Recovery allows customers to have backup installations for every SA covered server product
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51. Your Customers Need help on SAB Activation?
Phone:
Australia:
New Zealand:
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52. Microsoft Partner Conference 2004