Seamless Move Prerequisites

Introduction

Seamless Move by CloudBlue is a suite of convenience tools that allow marketplace operators to enhance day-to-day activities of ISV customers that involve the synchronization of the CloudBlue Platform with an external ISV Commerce Platform.

This document describes the following:

• Prerequisites and eligibility criteria to install and configure Seamless Move for use in a Marketplace with an ISV Commerce Platform.

• Prerequisites for each individual day-to-day action:

  • Marketplace Prerequisites

  • ISV-specific Prerequisites

Audience

• Marketplace Operators who perform the one-time readiness and configuration of Seamless Move for a product in a marketplace.

• Staff Users of ISV partners as Commerce Marketplace Partner Accounts who perform day-to-day tasks with Seamless Move.

Scope

• Commerce Platforms: CloudBlue Shared SaaS, CloudBlue Dedicated SaaS, CloudBlue On-Premises.

• Seamless Move: APS v5.3.1 or higher version.

• Distribution: 1-Tier direct to customer, 2-Tier indirect to reseller.

• Activities: ISV channel transfers, ISV Commerce Platform-to-CloudBlue platform imports.

• ISV Commerce Platforms: Adobe, Microsoft

• ISV Products: Adobe Cloud, NCE Microsoft 365, NCE Microsoft Azure

• ISV Partners: ISV Direct Billed Provider Partners, ISV Indirect Reseller Partners

• Subscription Status: Active

• Out of Scope: Expired, Terminated, Disabled or Suspended subscriptions.

• Geography: Worldwide except China and embargoed regions.

Criteria to Install and Configure Seamless Move

Marketplace Operator	The current production version must be used in CloudBlue Connect. CloudBlue Commerce must be used (as CloudBlue Shared SaaS, CloudBlue Dedicated SaaS or CloudBlue Commerce v21.8 or higher version). Seamless Move APS v5.3.1 or higher version must be used. CloudBlue Commerce instance must be configured with a marketplace that distributes the ISV’s product (i.e. Service Plans, Pricing).
ISV	The ISV must have the product Generally Available (GA) in Cloudblue Connect.

Additionally, it is necessary to follow the instructions to

• Install the multi-account extensions

• Deploy Seamless Move APS

• Enable Seamless Move for Resellers

Marketplace Prerequisites for Individual Seamless Move Actions

Once Seamless Move is properly installed and configured into a marketplace for a particular ISV’s product, staff users of the marketplace operator will use it day-to-day for transfers and/or imports.

Before attempting to commit an action, the staff user should evaluate the following prerequisites.

Note: Some ISVs have additional prerequisites (see the next sections).

ISV Customer	The ISV Customer must have a Commerce customer account in the Marketplace and such account must have at least one user. Reason: Seamless Move does not create customer accounts and must be instructed which existing customer account is the target to act upon.
ISV Partner	If the Distribution Model is 2-Tier via a reseller or N-Tier via resellers, then ISVs partners must have a Commerce reseller account in the marketplace and these accounts must have at least one user. Reason: Seamless Move does not create reseller accounts and must be instructed which existing reseller account(s) is/are the target(s) to act upon.
Marketplace Operator	The marketplace operator must have an approved Tier Configuration in CloudBlue Connect that is valid for the ISV and product scope. Reason: Tier configuration encodes the billing and invoicing relationship from the ISV to ISV Partners, and to the ISV customer. It proves that the ISV’s eligibility criteria for distribution in this relationship is valid, and identifies the sequence of participants that will be targets to act upon, both in Connect and in the Commerce Marketplace.

Additional Prerequisites

• In the same billing and invoicing relationship for the same product, there must be an active subscription in the CloudBlue Commerce Marketplace or a previous purchase attempt. If there is no active subscription as yet, and there is no present opportunity to purchase one, you may alternatively complete the following workaround to simulate a product purchase without completing it. This only needs to be done once per product, per billing and invoicing relationship.

  1. In the Marketplace, search for the ISV and product that you wish to perform a transfer or import for.

  2. Initiate the purchase process for the same existing reseller account and existing customer account, and fill in all the fields required by the ISV until you reach the Order Summary step. This will cause Commerce to create or update all of the back-end objects that Seamless Move later requires.

  3. When on the Order Summary step, cancel the order. Do not finalize or submit the purchase.

  4. Go to Seamless Move and initiate the desired transfer or import activity.

• The ISV subscription(s) must be in active status in the ISV Commerce Platform. ISVs will not permit acting upon a subscription that is in any other status, such as Suspended, Disabled, Expired, Terminated etc.

• User Responsibility: Seamless Move is a convenience tool. It is the User Responsibility to verify all eligibility criteria, to verify all inputs to an action are correct, and to verify that the outcome is as expected.

ISV-Specific Prerequisites

Prerequisites for Individual NCE Microsoft 365 Seamless Move Imports

• When Importing an active NCE Microsoft 365 subscription from Microsoft Partner Center, it is important to verify that the parent Commerce Service Plan in the Marketplace is configured with the same value-downgrading policies (i.e. downsize, downgrade, cancellation) as Microsoft’s business logic. The Marketplace buyer persona’s experiences will not be as expected if there is a mis-match in how these policies are configured.

  • Reason: Microsoft has value-downgrading event prohibition policies, such as for cancellation, offer downgrading or license downsizing. Whenever there is a candidate fulfillment request, these policies are evaluated first by the CloudBlue Commerce Marketplace, according to the configuration of the offer’s Service Plan, in order to dynamically display only currently qualifying actions. This helps to prevent Marketplace buyer persona users from seeing an ISV-prohibited action and believing they can attempt it.

  Note: If you are using CloudBlue Shared SaaS or CloudBlue Dedicated SaaS, then this prerequisite may be satisfied by default. CloudBlue SaaS Technical Operations team (acting as the technical Marketplace Operator) is configuring Commerce Service Plans for you, and they will do so by default according to Microsoft business logic. If you have any doubts about the configuration of a particular ISV, product or offer, you may confirm with CloudBlue SaaS Technical Operations Team.

Prerequisites for Individual NCE Microsoft Azure Seamless Move Imports

• The marketplace operator must enable and configure the Commerce Rating Engine. This will ensure that NCE Azure open/closed billing period usage will be price rated.

• Only NCE Azure subscriptions that do not yet exist in Connect may be Imported into a Marketplace. Connect manages the billing and invoicing relationship, and this should customarily go hand-in-hand with importing to Marketplace.

Prerequisites and Notes for Individual Adobe Cloud Seamless Move Actions

Seamless Move Import of Adobe Subscriptions for Customers with AutoRenew Disabled

Adobe VIP Marketplace subscriptions must have AutoRenew enabled to be eligible for Seamless Move import. To Import these subscriptions, you must first enable AutoRenewal. Once the Seamless Move import has completed successfully, you may optionally return AutoRenewal to Disabled using the CloudBlue Commerce UX1 Marketplace Control Panel.

Note: Once a Seamless Move import to CloudBlue is completed, all further actions, beginning with optionally returning AutoRenew to Disabled must be done from CloudBlue. Any attempt to use Adobe Commerce directly will undo the synchronization you achieved with the Import.

Seamless Move Import or Transfer of Adobe Stock Credit Pack Subscriptions

Importing or transferring Adobe Stock Credit Pack subscriptions is not supported because AutoRenew is disabled by default and further upsizing, downsizing and cancellations are not supported lifecycle actions.

Seamless Move Import of Adobe 3YC

When importing Adobe 3YC to CloudBlue, the platform will by default apply the unit costs and unit prices configured into the marketplace at present (via a Service Plan). Any unit costs and unit prices in effect when the Adobe customer first registered for 3YC are not detected. It is the Seamless Move user’s responsibility to verify that unit costs and unit prices are correct for the Adobe customer.