Configuring Resources for Software Subscription Licenses and Perpetual Software Licenses

To configure resources for software subscription licenses or perpetual software 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 software subscription licenses and perpetual software licenses:

    • Software Subscriptions
    • Perpetual Software

  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 (Software Subscriptions CSP Commercial Price List or Software Perpetual CSP Commercial Price List):

    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, Product, ProductId, SkuId, SkuTitle, Segment, Currency, APS Type, ProductType, Service Template, MPN, VAR Setup Fee, VAR Recurring Fee, MSRP Setup Fee, MSRP Recurring Fee, and OfferId.

      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.

      Notes:

      1. In your product catalog file, use the filter of the Regions column to obtain licenses that are available in your region.

      2. You need to copy and paste the content of the Product, ProductId, SkuId, SkuTitle, and Segment columns.

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

      • In the A/C/D/U column, specify ADD.
      • In the Segment column, specify commercial, education, government, or nonprofit based on the current value of the column.
      • In the ProductType column, specify SoftwareSubscriptions (for software subscription licenses) or SoftwarePerpetual (for perpetual software licenses).

      • In the APS Type column, specify the APS type ID of the APS type that represents software subscription and perpetual software licenses. For example: http://www.parallels.com/Office365/SoftwareLicense/1.1.

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

      • In the Service Template column, depending on the kind of this license, specify the name of the service template for software subscription licenses or the name of the service template for perpetual software licenses. For instance: Microsoft 365 (Software Subscription Licenses) or Microsoft 365 (Perpetual Software Licenses).
    4. Save the CSV file using the CSV UTF-8 (Comma delimited) format. For example: SoftwareSubscriptionLicenses.csv or PerpetualSoftwareLicenses.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, depending on the kind of license that you are configuring resources for, select the necessary service template. For instance, Microsoft 365 (Software Subscription Licenses) or Microsoft 365 (Perpetual Software Licenses). 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 (Software Subscription Licenses) service terms or the Microsoft 365 (Perpetual Software Licenses) service terms, depending on the kind of license that you are configuring resources for.

      3. (Optional) Specify its provisioning notification template. Use the Welcome e-mail - Office 365 system notification template or your own notification template.
      4. Make sure that auto-renewal is disabled.
      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 resources that will be created.
      3. Write down the names of the service plans that will be created.
      4. Click Finish.

    As a result, a software license type and a resource type will be created for each license that you specified in the CSV file. These resource types will be added to the service template that you selected. For each license, a service plan with zero prices will be created based on the service template.

  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 every service plan, configure refund settings. For instance:

    • Non Refundable Amount: $0.00
    • Full Refund Period (days): 30

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

    Important: You must take the actual value for the Full Refund Period (days) setting from your Microsoft Partner Agreement (MPA).

  9. 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: SoftwareSubscriptionLicenses_us.csv or PerpetualSoftwareLicenses_us.csv.

    4. In the renamed CSV file, set license prices 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.

    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.

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

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