Configuring Resources for Recurring Licenses and Add-ons

To configure resources for recurring licenses and their add-on recurring licenses through the PCM, perform these actions:

  1. Make sure that you have the following items for your application instance:

  2. Make sure that you have the following resource categories for Microsoft 365 resources that represent recurring licenses and add-on recurring licenses:

    • Additional Licenses
    • Additional Mailboxes
    • Exchange Add-Ons
    • Skype for Business Add-Ons
    • Online Analytic Add-ons
    • Extra Storage
    • Other Add-Ons
    • Dynamics Add-Ons
    • Extra Instances

  3. Configure MPN settings of the Microsoft 365 application:

    1. In the Provider Control Panel, go to Services > Applications and click the Microsoft 365 application.
    2. Select the Service Profiles tab and click MPN Settings.

    3. Specify the MPN settings using the table below.

      Service Profile Property CSV Column Name
      License
      offer_id OfferId
      Addon
      offer_id OfferId
      SoftwareLicense
      target_segment Segment
      product_id ProductId
      product_type ProductType
      sku_id SkuId
    4. Click Submit.

  4. Obtain the latest product catalog that contains the licenses that you need (Microsoft CSP Offers Matrix):

    1. Log in to the Microsoft Partner Center using the credentials of an administrative user of the CSP partner account that belongs to your application instance.
    2. Go to Sell > Pricing and Offers and download the necessary product catalog to your workstation.

  5. Prepare a CSV file:

    1. Add the following columns: A/C/D/U, License Name, OfferId, APS Type, Service Template, MPN, Currency, VAR Setup Fee, VAR Recurring Fee, MSRP Setup Fee, MSRP Recurring Fee, Segment, ProductId, ProductType, and SkuId.

      Note: The APS Type and Service Template columns are optional, but you can add them for reference purposes.

    2. Copy and paste the licenses that you need from the product catalog to the CSV file.

      Note: You need to copy and paste the content of the Offer Display Name and Durable Offer ID columns.

    3. In the CSV file, for each recurring license, specify the following information:

      • In the A/C/D/U column, specify ADD.

      • In the APS Type column, specify the APS type ID of the APS type that represents recurring licenses. For example: http://www.parallels.com/Office365/License/1.9.

        Important: To obtain this APS type ID, see the value of the id field in Microsoft365-x.x-x.app.zip / schemas / License.schema, where x.x-x is the version of the application installed in your environment.

      • In the Service Template column, specify the name of the service template for recurring licenses and their add-ons. For instance: Microsoft 365 (Recurring Licenses and Add-ons).

      Note: You do not need to specify information for add-on recurring licenses in this step. If a recurring license has add-ons, all necessary information will be automatically retrieved from the Microsoft cloud.

    4. Save the CSV file using the CSV UTF-8 (Comma delimited) format. For example: RecurringLicensesAndAdd-ons.csv.

  6. Configure resources for the licenses that you specified in the CSV file:

    1. In the Provider Control Panel, go to Services > Applications and click the Microsoft 365 application.
    2. Select the Instances tab and click Configure Product.

    3. In the Application Instance Selection step, perform these actions:

      1. Select your application instance.
      2. Select the Extract vendor's configuration option, specify the path to your CSV file, and click Next.
    4. In the Service Profiles step, check that all the licenses from your CSV file are displayed and click Next.

    5. In the Service Templates step, in the Service Templates To Be Updated area, select the service template that is intended for recurring licenses and add-ons. For instance, Microsoft 365 (Recurring Licenses and Add-ons). After that, click Next.

      Warning: You must select only one service template. Other service templates must not be selected.

    6. In the Service Plans step, for each service plan marked as New, perform the following actions:

      1. Click this service plan.

      2. Specify its plan category, sales category, and service terms.

        Important: You must use the Microsoft 365 (Recurring Licenses and Add-ons) service terms.

      3. (Optional) Specify its provisioning notification template. Use the Welcome e-mail - Office 365 system notification template or your own notification template.
      4. Enable and configure auto-renewal. For instance: 7 day(s) before Expiration Date.
      5. Click Add.

      After updating all service plans, click Next.

    7. In the Summary step, perform the following actions:

      1. Check that everything is correct.
      2. Write down the names of the license and add-on types that will be created.
      3. Write down the names of the resources that will be created.
      4. Write down the names of the service plans that will be created.
      5. Click Finish.

    As a result, a license type and a resource type will be created for each recurring license that you specified in the CSV file. If a recurring license has add-on recurring licenses, add-on types and resource types will also be created for each add-on recurring license. These resource types will be added to the service template that you selected. For each recurring license, a service plan with zero prices will be created based on the service template. If a recurring license supports not only monthly billing frequency but also yearly billing frequency, two service plans will be created with the appropriate billing and subscription periods.

  7. For every resource that you created, perform these steps:
    1. Depending on the license that this resource belongs to, set a unit of measure using the instructions in Setting Up Units of Measure.
    2. Depending on the license that this resource belongs to, add this resource to a resource category from the list in step 2.

  8. For recurring licenses that have trial recurring licenses, configure trial service plans. To do this, perform the following actions:

    1. In the license types of these recurring licenses, specify the Trial Offer ID property. To learn more about this property, see Creating License Types.
    2. Create trial service plans for these licenses. To do this, follow the instructions in Creating Service Plans for Recurring Licenses and Add-ons.

    Note: To learn whether a recurring license has a trial recurring license, see your product catalog.

  9. For recurring licenses that support upgrades, configure allowed upgrade paths in their service plans.

    Note: To learn whether a recurring license supports upgrades, see your product catalog.

  10. For every service plan, configure refund settings. For instance:

    • Non Refundable Amount: $0.00
    • Full Refund Period (days): 7

    To learn more about refund settings, please refer to the Billing Provider Guide.

  11. Configure prices in the service plans that you created:

    1. In the Provider Control Panel, go to System > Settings > Attributes (in the Operations group) and create the following attribute:

      • ID: InitWizardCountryCode
      • Owner: 1
      • Name: InitWizardCountryCode
      • Value Type: String
      • Applicable to: Accounts
      • Active: Yes
      • The other settings: default values

    2. For the provider account, set the value of the InitWizardCountryCode attribute to the country code that you need. For instance: us.

      Note: To do this for the provider account, go to the list of service plans, click a service plan, click the name of the provider account that is displayed in the Vendor field, select the Additional Information tab, and click Edit.

    3. Rename your CSV file so that it contains _<CountryCode> before .csv. For example: RecurringLicensesAndAdd-ons_us.csv.

    4. In the renamed CSV file, perform the following actions:

      1. Add add-on recurring licenses using the list you prepared earlier. For every add-on recurring license, specify the respective values in the A/C/D/U, License Name, and OfferId columns.

      2. For every license, specify 0 in the VAR Setup Fee column.

        Note: The VAR Setup Fee column defines setup fees that will be set in resource rates of the service plans that you created earlier.

      3. For every license, specify its price in the VAR Recurring Fee column.

        Notes:

        1. The VAR Recurring Fee column defines recurring fees that will be set in resource rates of the service plans that you created earlier.

        2. Prices for recurring licenses and add-on recurring licenses are provided in Cloud Reseller Pricelist files, which can be downloaded from the Microsoft Partner Center.

    5. In the Provider Control Panel, go to Services > Applications and select the Microsoft 365 application.
    6. Select the Service Profiles tab and click Import Prices.

    7. Specify the following information:

      • The path to the renamed CSV file.
      • Your application instance.
      • The necessary billing periods.

      Click Next.

    8. On the screen where resellers are displayed, click Next.

      Note: This screen is skipped if there are no resellers under your provider account.

    9. Select your licenses and check that their prices are correct. After that, click Submit. As a result, the prices of the licenses will be set in the resource rates of the respective service plans.

      Note: We recommend that you check the configuration of these service plans and their resource rates.

  12. Publish every service plan that you created by setting the Published property to Yes.

© 2022 Ingram Micro, Inc. All Rights Reserved. Privacy Policy, Terms of Use and Legal