Understand the benefits of using BCM Feature Entitlement pools

1. Course Title: BCM Crediting and Transfer of Feature Entitlements – for BCM 50 and BCM 450Course ID: KR202 Issue: 1.3

2. "This session falls under the confidentiality agreement and therefore is subject to non-disclosure" Also note - any specific details shown in the training such as company names or pricing, are examples for training purposes only, and do not represent accurate data. The screen captures shown in the training may vary slightly from the screens in the current version of the tool.

3. Course Aims & Objectives • Understand the benefits of using BCM Feature Entitlement pools • Understand how to register a BCM Customer Feature Entitlement Pool • Understand the Commercial Requirements and exclusions • Understand how to search pools, and add and remove licenses from an inventory pool

4. Course Chapters • Description • Registration of a BCM Feature Entitlement Pool • Commercial Rules • Process Overview • Part 1: Introduction • Part 2: Search Feature Entitlement Pool & Show Pool Inventory • Part 3: Remove Features from a System & Upload Credit Proof File • Part 4: Add Features to a System

5. BCM Crediting & Transfer of Feature Entitlements – Description • This feature allows customers to move software feature entitlements from one BCM system to another BCM system within a group of BCM’s owned by a given end customer. • For end customers, this provides flexibility in the deployment of BCM software features and allows customers to manage their investment in BCM software to best meet their changing needs. • The transfer of feature entitlements is not done directly from one system to another – instead it is done through the use of a feature entitlement inventory pool, registered to the ownership of the end-customer, and used as an intermediate repository for the feature entitlements that were credited (or removed) from any given system owned by that customer.

6. BCM Customer Feature Entitlement Pool – Registration • End customers request the creation of a “BCM Customer Feature Entitlement Inventory Pool” by working with their Partner • This service is sold by Avaya through Partners • The Partner completes the "BCM Customer Feature Entitlement Pool Registration” form by working with their end customer and submits the signed form to Avaya • Partner identifies who they want to be KRS Admins in order to manage the Feature Entitlement Transfers • The Customer purchases an “Entitlement Pool" service for 2 or 10 systems at a time • All systems in a pool must be a minimum of 5.0, and may be on different releases • Separate pools are required for BCM50 & BCM450 • A minimum of 3 working days should be allocated to set up a Pool

7. BCM Customer Feature Entitlement Pool Registration Form The registration form is available from the KRS (BCM product menus) under “Documentation, Forms & User Guides” “BCM KRS Customer Pool Registration Form”

8. BCM Customer Feature Entitlement Pool Registration Form - continued

9. BCM Customer Feature Entitlement Pool Registration Form - continued User_email@Partner.com • Only KRS Admins can perform Feature Entitlement Credit and Transfers • KRS Admin setup is part of the pool registration process 2 forms … BCM 50 & 450

10. BCM Crediting & Transfer of Feature Entitlements – Commercial Rules • BCM50 and BCM450 cross platform crediting and transfer is not allowed. SRG50 systems are not allowed. Acceptable transfers: • From BCM50 (min Rls 5.0) to BCM50 (min Rls 5.0) • From BCM450 (min Rls 5.0) to BCM450 (min Rls 5.0) • Entitlement Transfer Pool Registration Order Codes (2 and 10 system increments): • NTDW06AA 10 BCM50 systems • NTDW06AB 2 BCM50 systems • NTDW06DA 10 BCM450 systems • NTDW06DB 2 BCM450 systems • Additional systems can be added later using the order codes above • No charge for deregistering systems Note: BCM 200/400 must be upgraded/migrated to BCM450 to be eligible

11. BCM Crediting & Transfer of Feature Entitlements – Product Exclusions • The following features are excluded for transfer: • Upgrade feature entitlements • RAID feature entitlements • Key Code Migration feature entitlements • BCM to BCM 450 • BCM 50 to BCM 450 • SRG-specific feature entitlements • IVR feature entitlements

12. BCM Crediting & Transfer of Feature Entitlements – Other Conditions • BCM Inventory Pools • All systems registered to a BCM Inventory Pool must be owned by the same end-customer • A BCM system can only be registered in a single pool • There is no limit to the number of BCM systems in a pool • A customer is allowed to have multiple pools • A pool cannot span multiple regions (Americas, Europe or Asia) • A customer can authorize any channel partner to manage their feature entitlement transfers • The selected channel partner will automatically become the partner of record for the feature entitlement transfers • Where 2 channel partners maintain a customer’s systems … • The customer and channel partners must elect one partner to manage their feature entitlement transfers • The chosen partner will be the single point of contact held accountable to Avaya, but may subcontract installation to any other partner

13. BCM Crediting & Transfer of Feature Entitlements – Process Overview License pooling is managed by Partner Admins on KRS • Remove licenses on any system in the registered pool by generating a new keycode on the KRS • KRS will show the removed licenses in the pool inventory as pending (‘escrow’) until the credit proof is uploaded • Install the ‘reduced license’ keycode on the BCM system • Download the ‘credit proof’ file from the BCM to the user PC • The Credit Proof file is generated during the keycode install/reboot • Upload the ‘credit proof’ file to the KRS • ‘Removed’ licenses will become available in the license pool for re-distribution • Add licenses to a system: • Select a system and licenses from the inventory pool • Generate a new keycode

14. Course Chapters • Part 1: Introduction • Part 2: Search Feature Entitlement Pool & Show Pool Inventory • Part 3: Remove Features from a System & Upload Credit Proof File • Part 4: Add Features to a System

15. eBusiness Tools Landing Page – to access all the tools ! • www.avaya.com/ebizn (Americas, Asia) • www.avaya.com/ebizu (Europe, Middle East, Africa) • Alternate direct KRS access: www.avaya.com/krs (Global)

16. Choose KRS Product Family Select “Product Family”= BCM 50 or BCM 450 KRS will automatically access the product family selected After a product family has been selected, to change product families, click <Keycode Retrieval> to return to this product Family selection page 1.

17. BCM Crediting & Transfer of Feature Entitlements – KRS Functionality All KRS users see the “Manage Customer Feature Entitlements Pool” option in the KRS BCM left menu All users (i.e. installers) have the ability to “Upload Credit Proof File” Only KRS Admin users listed on the Pool Registration form will have access to the “Search Feature Entitlement Pool” function to add and remove features on BCM systems within an Inventory Pool

18. Search Feature Entitlement Pool – For Admins only • Select <Manage Customer Feature Entitlements Pool” • “Search Feature Entitlement Pool” is the default page for KRS Admins, when the “Manage Customer Feature Entitlements Pool” option is selected. • Search for a Pool using any of the listed search criteria • Entitlement Pool Id • System Id • Customer Group • End Customer Name • Select <Search> 1. 1. 2. 3.

19. Search Feature Entitlement Pool – Search Results 1. KRS displays the pool registration details To view the current features (licenses) within a pool’s inventory, select <Show Pool Inventory> KRS displays the System Id’s within the pool

20. Show Pool Inventory • Select <Show Pool Inventory> to display the available features within the customer inventory pool 1. Select <Close> to return to the previous page KRS shows “removed licenses” in the pool inventory as pending (‘escrow’) until the credit proof is uploaded

21. Course Chapters • Part 1: Introduction • Part 2: Search Feature Entitlement Pool & Show Pool Inventory • Part 3: Remove Features from a System & Upload Credit Proof File • Part 4: Add Features to a System

22. Remove Features from a System 1. • Select a System Id • Select <Remove Features> 1. 2.

23. Remove Features from a System 1. KRS displays all the current features that are enabled on the system keycode Enter the quantities for the features that you with to remove Select <Continue> Feature quantities that are ‘grayed out’ are not available for transfer to the inventory pool 1. 2.

24. Remove Features from a System 1. • KRS displays a summary of the ‘New’ Configured Features – highlighting changes • Select <Generate Keycode> to complete the feature removal • The completed keycode will be displayed automatically on the “Retrieve Keycode” page where it can be viewed and downloaded 1. 2.

25. Remove Features from a System – After Removal … • The Credit Proof is required to show that the downgraded keycode has been installed on the system. Until the Credit Proof is uploaded, KRS will gray out the radio select button for the system and display ‘NO’ in the Credit Proof Uploaded column • will now show seats in Escrow • Escrow inventory will not be ‘Available’ for use until the Credit Proof has been uploaded

26. Download the Credit Proof File from BCM After installing the new (reduced capacity) keycode, the installer will need to obtain a Credit Proof file (.xml) from the BCM system in order to credit the inventory pool with the removed features The Credit Proof file is generated after the keycode installation when the BCM system is rebooted Any KRS user can upload a credit proof file to the KRS Use <Download Credit Proof File> from the BCM Element Manager Administration to retrieve the Credit Proof File 1.

27. Sample Credit Proof File (.xml) • The Credit Proof file contains encrypted information on the system and features that the KRS will verify with the inventory pool • Do not edit the file or KRS will reject the Credit Proof System ID Feature Code Quantity Encrypted Signature

28. Upload the Credit Proof File to KRS Once the Credit Proof File is downloaded from the BCM system, it must be uploaded to the KRS to credit the Inventory Pool Select <Upload Credit Proof File> from within the “Manage Customer Feature Entitlements” menu in KRS Select <Browse> to locate the Credit Proof File (credit proofSYSTEM ID.xml) on your PC Select <Continue> 1. 2. 3.

29. Upload the Credit Proof File to KRS • Once the credit proof is uploaded, KRS will automatically credit the appropriate system and Feature Pool NOTE: If the Credit Proof file is modified, the KRS will display an error message. Also, the Credit Proof File must be uploaded before any new keycodes can be generated for the ‘donor’ system.

30. Before Credit Proof Upload After Credit Proof Upload Upload the Credit Proof File to KRS • After successfully uploading the Credit Proof file, KRS will credit the Pool Inventory for the feature(s) under the ‘Available’ quantity column

31. Feature Entitlement Pools – System History • Select a System ID hyperlink to view transaction history for the ID • System added to the Feature Entitlement Pool • 200 seats of Voice Mail removed (feature added to entitlement pool under ‘Escrow’) • Credit Proof file uploaded AND Inventory Pool credited 1. a. b. c.

32. Course Chapters • Part 1: Introduction • Part 2: Search Feature Entitlement Pool & Show Pool Inventory • Part 3: Remove Features from a System & Upload Credit Proof File • Part 4: Add Features to a System

33. Add Features to a System in a Pool 1. • Select a System Id • Select <Add Features> 1. 2. 2.

34. Add Features to a System KRS displays all the features that are available within the Pool Inventory Enter the quantity for the feature(s) that you with to add to the system Select <Continue> 1. 2.

35. Add Features to a System KRS displays a summary highlighting the ‘New’ Configured Features Select <Generate Keycode> to complete the feature addition The completed keycode will be displayed automatically on the “Retrieve Keycode” page where it can be viewed and downloaded The virtual inventory of the pool will be reduced by the qty of the added feature 1. 1. 1200 units 2.

36. Thank You