How to Add New Recurring Licenses and Add-ons on an Existing Installation of the Application

This section describes how to configure resources of new recurring licenses and add-ons for an application instance that already has resources for some recurring licenses and add-ons.

Adding New Recurring Licenses and Their Add-ons

For example, you need to add the following recurring licenses and their add-ons:

  • Office 365 Business Premium
  • Office 365 Extra File Storage
  • Exchange Online Archiving for Exchange Online
  • Exchange Online Advanced Threat Protection

Notes:

1. Instead of performing steps 1-12 of the procedure below, you can use the script autoconf.py and the latest CSP Deployment Assistant. See Automatic Resource Configuration (autoconf.py) for details.

2. You can use the Edit Configuration mode of the Product Configuration Manager (PCM) to add new recurring licenses and add-on recurring licenses. See Resource Configuration Through the Product Configuration Manager for details.

3. Do not create separate license types and Office 365 Recurring License resource types for trial recurring licenses. Instead, in the Trial Offer ID fields in the license types of the respective paid recurring licenses, specify the trial offer identifiers of those trial recurring licenses.

4. The configuration of service plans for some recurring licenses differs from the configuration of service plans for the other recurring licenses. Some licenses listed in the recurring license product catalog are one-time payment licenses. For instance, see Microsoft 365 A1. Refer to Creating Service Plans for Recurring Licenses and Add-ons for details.

To configure new recurring licenses and their add-ons for your application instance, perform the following actions:

  1. Obtain the latest product catalog. You will use it in further steps to obtain necessary information about recurring licenses and add-ons.

  2. Create a separate license type for each new recurring license. To do this, use the instructions in Creating License Types.

    For example, create the following license type:

    Office 365 Business Premium

    • License Name: Office 365 Business Premium
    • Offer ID: 031c9e47-4802-4248-838e-778fb1d2cc05
    • Trial Offer ID: c0bd2e08-11ac-4836-bdc7-3712e744922f
    • Provisioning ID: O365_BUSINESS_PREMIUM
    • Can be assigned to users: Yes
    • Possible upgrades: empty

    Note: When creating license and add-on types for recurring licenses and add-on recurring licenses, take into account the parent-child relations of these licenses. See Creating License Types for details.

  3. After you create license types for all necessary recurring licenses, check and update the list of possible upgrades of every license type. This is necessary to obtain the correct configuration of upgrades between recurring licenses, as specified in your product catalog. When doing this, use your product catalog to obtain information about possible upgrades.

  4. Create a separate add-on type for each new add-on recurring license. To do this, use the instructions in Creating Add-on Types.

    For example, create the following add-on types:

    • Office 365 Extra File Storage

      • Add-on Name: Office 365 Extra File Storage
      • Offer ID: 53fc25f7-6639-4f78-bb44-3c2dfec3ed40
      • Provisioning ID: SHAREPOINTSTORAGE
      • Can be assigned to users: No
      • Possible parent licenses: Office 365 Business Premium

      Exchange Online Archiving for Exchange Online

      • Add-on Name: Exchange Online Archiving for Exchange Online
      • Offer ID: 2828be95-46ba-4f91-b2fd-0bef192ecf60
      • Provisioning ID: EXCHANGEARCHIVE_ADDON
      • Can be assigned to users: Yes
      • Possible parent licenses: Office 365 Business Premium

      Exchange Online Advanced Threat Protection

      • Add-on Name: Exchange Online Advanced Threat Protection
      • Offer ID: a2706f86-868d-4048-989b-0c69e5c76b63
      • Provisioning ID: ATP_ENTERPRISE
      • Can be assigned to users: Yes
      • Possible parent licenses: Office 365 Business Premium

    Note: When creating license and add-on types for recurring licenses and add-on recurring licenses, take into account the parent-child relations of these licenses. See Creating Add-on Types for details.

  5. After you create license and add-on types for all necessary recurring licenses and their add-on recurring licenses, check and update the list of possible parents of every add-on type. This is necessary to obtain the correct configuration of license and add-on types that complies with the parent-child relations of recurring licenses and add-on recurring licenses, as specified in your product catalog. When doing this, use your product catalog to obtain information about possible parent-child relations.

  6. Create the corresponding Office 365 Recurring License resource type for each new license type. To do this, use the instructions in Creating 'Office 365 Recurring License' Resource Types.

    For example, create the following Office 365 Recurring License resource type:

    Office 365 Business Premium

    • License type instance: Office 365 Business Premium

  7. Create the corresponding Office 365 Add-on Recurring License resource type for each new add-on type. To do this, use the instructions in Creating 'Office 365 Add-on Recurring' License Resource Types.

    For example, create the following Office 365 Add-on Recurring License resource types:

    • Office 365 Extra File Storage

      • Add-on type instance: Office 365 Extra File Storage

    • Exchange Online Archiving for Exchange Online

      • Add-on type instance: Exchange Online Archiving for Exchange Online

    • Exchange Online Advanced Threat Protection

      • Add-on type instance: Exchange Online Advanced Threat Protection
  8. In OA Billing, add the new resources to the corresponding Office 365 resource categories.

  9. In OA Operations, add each new resource type to the Office 365 (Recurring Licenses and Add-ons) service template:

    1. Go to Products > Service Templates.
    2. Select the Office 365 (Recurring Licenses and Add-ons) service template.
    3. Select the General tab and click Deactivate.
    4. Select the Resources tab and click Add resources.
    5. Select the new resources and click Submit.
    6. Set the resource limits to 0 and click Submit.
    7. Select the General tab and click Activate.

  10. Create a separate Office 365 service plan for each new Office 365 Recurring License resource type (resource). To do this, use the instructions in Creating Service Plans for Recurring Licenses and Add-ons.

    For example, create the following Office 365 service plans:

    • Office 365 Business Premium

      • Service Template: Office 365 (Recurring Licenses and Add-ons)
      • Service Terms: Office 365 (Recurring Licenses and Add-ons)
      • Billing Period: Monthly
      • Subscription Period: Not Trial / 1 Year / $12.50 Recurring Fee

      • Resource Rates:

        • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Business Premium / 1 / 300 / $12.50
        • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Extra File Storage / 0 / Unlimited / $0.20
        • Resource / Inc. Amount / Max Amount / Recurring Fee: Exchange Online Archiving for Exchange Online / 0 / Unlimited / $3.00
        • Resource / Inc. Amount / Max Amount / Recurring Fee: Exchange Online Advanced Threat Protection / 0 / Unlimited / $2.00
      • Upgrades: empty

    • Office 365 Business Premium Trial

      • Service Template: Office 365 (Recurring Licenses and Add-ons)
      • Service Terms: Office 365 (Recurring Licenses and Add-ons)
      • Billing Period: Monthly
      • Subscription Period: Trial / 30 Days / $0.00 Recurring Fee

      • Resource Rates:

        • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Business Premium / 25 / 25 / $0.00
      • Upgrades: Office 365 Business Premium

  11. After you add new Office 365 service plans, complete the following steps:

    • Check and update the resource rates of all Office 365 service plans that are based on the Office 365 (Recurring Licenses and Add-ons) service template. This is necessary to obtain the correct configuration of resource rates that complies with the parent-child relations of recurring licenses and add-on recurring licenses, as specified in your product catalog. See Creating Service Plans for Recurring Licenses and Add-ons for details.
    • Check and update the allowed upgrade paths of all Office 365 service plans that are based on the Office 365 (Recurring Licenses and Add-ons) service template. This is necessary to obtain the correct configuration of upgrades between recurring licenses, as specified in your product catalog. See Creating Service Plans for Recurring Licenses and Add-ons for details.
  12. In OA Billing, add the new Office 365 service plans to the corresponding Office 365 sales categories.
  13. Update resource dependencies by using the instructions in Configuring Resource Dependencies for Incompatible Recurring Licenses.
  14. In OA Billing, synchronize the Office 365 (Recurring Licenses and Add-ons) service template with its subscriptions. This is necessary to add new resources to existing subscriptions. To do this, you can use the instructions provided in this KB article.
  15. In OA Billing, synchronize all Office 365 service plans that you modified in the previous steps with their subscriptions. This is necessary to introduce new resource rates and new allowed upgrade paths. To do this, you can use the instructions provided in this KB article.
  16. In OA Billing, perform the synchronization of your online store.

  17. If there are resellers that resell Office 365 resources related to your application instance, perform the following additional actions for each reseller account:

    1. Delegate the new service plans. To do this, use the instructions in Configuring Resellers (see the steps about delegating Office 365 service plans). After the changes, run synchronization for the corresponding reseller service template and its service plan.
    2. Add the new resources to the Office 365 Customer Management service template of this reseller account. After the changes, run synchronization for the service template and its service plan. To learn more about the Office 365 Customer Management service template and its service plan, see Creating the 'Office 365 Customer Management' Service Plan.

Adding New Add-on Recurring Licenses

For example, you need to add the add-on recurring license Phone System.

Notes:

1. Instead of performing steps 1-7 of the procedure below, you can use the script autoconf.py and the latest CSP Deployment Assistant. See Automatic Resource Configuration (autoconf.py) for details.

2. You can use the Edit Configuration mode of the Product Configuration Manager (PCM) to add new add-on recurring licenses. See Resource Configuration Through the Product Configuration Manager for details.

To configure new add-on recurring licenses for your application instance, perform the following actions:

  1. Obtain the latest product catalog. You will use it in further steps to obtain necessary information about recurring licenses and add-ons.

  2. Create a separate add-on type for each new add-on recurring license. To do this, use the instructions in Creating Add-on Types.

    For example, create the following add-on type:

    Phone System

    • Add-on Name: Phone System
    • Offer ID: 4260988e-990d-479c-ae7b-f01ce8e1bb4d
    • Provisioning ID: MCOEV
    • Can be assigned to users: Yes
    • Possible parent licenses: Skype for Business Online (Plan 2), Office 365 Enterprise E1, and Office 365 Enterprise E3

    Note: When creating license and add-on types for recurring licenses and add-on recurring licenses, take into account the parent-child relations of these licenses. See Creating Add-on Types for details.

  3. After you create add-on types for new add-on recurring licenses, check and update the list of possible parents of every add-on type. This is necessary to obtain the correct configuration of license and add-on types that complies with the parent-child relations of recurring licenses and add-on recurring licenses, as specified in your product catalog. When doing this, use your product catalog to obtain information about possible parent-child relations.

  4. Create the corresponding Office 365 Add-on Recurring License resource type for each new add-on type. To do this, use the instructions in Creating 'Office 365 Add-on Recurring License' Resource Types.

    For example, create the following Office 365 Add-on Recurring License resource type:

    Phone System

    • Add-on type instance: Phone System
  5. In OA Billing, add each new resource to the corresponding Office 365 resource category.

  6. In OA Operations, add each new resource type to the Office 365 (Recurring Licenses and Add-ons) service template:

    1. Go to Products > Service Templates.
    2. Select the Office 365 (Recurring Licenses and Add-ons) service template.
    3. Select the General tab and click Deactivate.
    4. Select the Resources tab and click Add resources.
    5. Select the new resources and click Submit.
    6. Set the resource limit to 0 and click Submit.
    7. Select the General tab and click Activate.

  7. Add a resource rate for each new resource to the Office 365 service plans that are suitable for these resources.

    For example, add these resource rates to the following existing Office 365 service plans:

    • Skype for Business Online (Plan 2)

      • Resource Rates:

        • Resource / Inc. Amount / Max Amount / Recurring Fee: Phone System / 0 / Unlimited / $8.00

    • Office 365 Enterprise E1

      • Resource Rates:

        • Resource / Inc. Amount / Max Amount / Recurring Fee: Phone System / 0 / Unlimited / $8.00

    • Office 365 Enterprise E3

      • Resource Rates:

        • Resource / Inc. Amount / Max Amount / Recurring Fee: Phone System / 0 / Unlimited / $8.00

    Note: When adding resource rates of new add-on types to existing Office 365 service plans, take into account the parent-child relations of recurring licenses and add-on recurring licenses. See Creating Service Plans for Recurring Licenses and Add-ons for details.

  8. In OA Billing, synchronize the Office 365 (Recurring Licenses and Add-ons) service template with its subscriptions. This is necessary to add new resources to existing subscriptions. To do this, you can use the instructions provided in this KB article.
  9. In OA Billing, synchronize the Office 365 service plans that you modified in the previous steps with their subscriptions. This is necessary to introduce new resource rates. To do this, you can use the instructions provided in this KB article.
  10. In OA Billing, perform the synchronization of your online store.

  11. If there are resellers that resell Office 365 resources related to your application instance, add new resources to the Office 365 Customer Management service template of these reseller accounts. After the changes, run synchronization for the service template and its service plan. To learn more about the Office 365 Customer Management service template and its service plan, see Creating the 'Office 365 Customer Management' Service Plan.

© 2021 Ingram Micro, Inc. All Rights Reserved. Privacy Policy, Terms of Use and Legal