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CASA 3.4: Licensing Enhancements & Campus Agreement Updates

Learn about the latest enhancements including the new contractual framework, subscription process updates, and benefits of CASA 3.4. Transition smoothly from version 3.2 to 3.4 with this comprehensive training program. Understand the changes, ordering rules, and benefits of the updated licensing agreements for schools and campuses.

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CASA 3.4: Licensing Enhancements & Campus Agreement Updates

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  1. Academic Licensing Enhancements- Campus and School Agreement 3.4 Andrea McDonald – Programs Donal Barry - Operations

  2. Objectives At the end of this training you will be able to: • Understand the changes associated with version 3.4 - AM • Discuss the transition time period from 3.2 to 3.4 - AM • Describe the MSDNAA benefit - AM • Outline the ordering rules – DB • Complete the version 3.4 agreements and Enrollments – DB

  3. CASA summary • Easy compliance • All eligible devices included. • Low administration • Subscription eliminates need to track licenses. • Stay current on technology • Subscription allows the most current version of the software products. • Simple budgeting and purchasing • One annual payment. • Excellent value • Cost effective way to use the license & access to current technology. • SA Benefits • including support resources, tools, and eLearning courses.

  4. Summary : what’s New in CASA 3.4? • New contractual framework/format • Separation of order information from enrollment • Revamped subscription enrollment order process • Revised three-year option anniversary process • Revised one-year option extension order process • Introduction on new suite of notifications • The addition of MSDNAA as a benefit to subscribers • Eligible PC definition • WW consistent Eligibility criteria

  5. CASA - what’s Not Changing • Pricing structure • Fulfillment model • WAH • Student Option • Point requirements • Channel Model

  6. CASA 3.2 Agreements School Agreement Campus Agreement Campus & School License Rights School Subscr. Enrollment Campus Subscr. Enrollment Campus Subscr. Followup Enrollment School Subscr. Followup Enrollment VL Product Use Rights

  7. CASA 3.4 Agreements Campus & School Agreement Campus Subscr. Enrollment School Subscr. Enrollment VL Product Use Rights VL Product List

  8. The New Contract/Order Framework

  9. Program Rules • For initial orders: • FTE/desktop/student count must match Enrollment • Additional products (mid yr) • FTE/desktop/student count must match Enrollment/initial order quantity • 3 year option: For Anniversary Orders: • FTE/Desktops/students count must be greater than or equal to initial order • The customer must have selected Student option in their original Enrollment to order student SKUs • 1 year option: For Extension Orders: • The customer must have selected Student option in their original Enrollment to order student SKUs • Unit count minimum requirement must still be met

  10. Campus/School HighlightsAbility to Add Products or Affiliates Mid-Term • Additional products/affiliates can be added to an existing subscription enrollment at any time • Full year prices will still be charged • Coverage term will match existing enrollment • Minimum order size only applies to initial order

  11. New Contractual Notifications Welcome notification Order confirmations (contains VLKs) Initial/extension order reminder notifications Anniversary reminders Anniversary termination Renewal notifications Expiration notification

  12. Notifications Summary

  13. Transition Period • A 120-day transition period will be allowed for continued submittal of version 3.2 contracts • Please note that a 3.2 customers renewing into 3.4 must sign a 3.4 agreement and a 3.4 enrollment

  14. Pricing • There are no changes to pricing • Product change: addition of Office Live meeting SKUs on May pricelist • Internal and external users: pricing information is available on Explore/MSOps

  15. Fulfillment • The fulfilment model is the same as 3.2 • Welcome kit is shipped on enrollment activation using the language and contact specified on the Media fulfilment form • Monthly update kits sent as applicable and if requested on the media shipment form

  16. Revised COCP process • In order to request a change of Channel Partner, direct partners should use Forms for COCP for APOC • All changes of indirect reseller must be accompanied by a hard copy written request from the end customer. Email is not sufficient. • Forms will be posted on Explore.ms under Campus > Forms or School > Forms

  17. MSDN Academic Alliance • School and Campus version 3.4 customers now qualify for a new benefit • Campus Agt MSDN AA • School Agt MSDN AA High School edition • All one and three year enrollments will receive one free MSDN Academic Alliance (MSDNAA) departmental membership • http://msdn.microsoft.com/academic/support/default.aspx • MSDNAA full membership details can be found at: • http://msdn.microsoft.com/academic/program/factspage/default.aspx • MSDNAA High School membership details can be found at: • http://msdn.microsoft.com/academic/program/highschool/default.aspx

  18. What is MSDN Academic Alliance? • MSDN Academic Alliance (or MSDNAA) is the Microsoft Developer’s Network software subscription aimed at educational institutions. • Features include: • Software licenses for the labs • Software Licenses for the students • All licenses are for education and instructional purposes only (not for production)

  19. How is MSDNAA Fulfilled? • Customers will receive a link to the website and a promo code in their Welcome letter • Customers must register on the website • A Welcome Kit is sent after registering and contains all the content to start the subscription • Monthly mailers are sent out to update the contents of the subscription • For multi-year agreements, customers will re-register on the website each year to continue receiving the subscription reminder emails will be sent out at 90/60/30 days prior to the expiry date

  20. Redistribution of Software Updates to Students • The new language addresses this issue as follows: • Extends rights that permit eligible educational institutions to redistribute “Software Updates” to Student owned devices • Outlines scope and method of permitted redistribution of “Software Updates”.

  21. Consortia: Contractual Framework The Consortia contracts are made up of the three following documents: • The Agreement • The Subscription Enrollment • The Consortia Amendment (Includes the participation table) • Must receive approval from Microsoft Account Manager prior to positioning with customer • List of Account Managers is available from PAM

  22. re cap: CASA 3.4? • New contractual framework/format • Revamped subscription enrollment order process • Revised three-year option anniversary process • Revised one-year option extension order process • Introduction on new suite of notifications • The addition of MSDNAA as a benefit to subscribers • Eligible PC definition • WW consistent Eligibility criteria • Separation of order information from enrollment

  23. Student Select Highlights • Eligibility expanded • Primary/secondary students • Education faculty/staff (via amendment only) • Additional products offered • FrontPage • OneNote • Project Standard* • Visio* *Est. June 2005 availability

  24. Operations Guidelines Agenda • 1 Year Option & Order Process • 1 Year Extension Process • 3 Year Option & Order Process • 3 Year Anniversary Ordering Process • Notifications • Agreement Completion (Demo) • Invalids & Rejections Key Messages • Simplified Ordering Via MOET (No Manual Orders) • Introduction on new suite of notifications • Separation of order information from enrollment

  25. The New Enrollment and Order Process – 1 year option • Step 1 – Channel Partner sends Agreement and Enrollment forms (Avail via Explore MS) together to Microsoft Australia and please do NOT send directly to APOC • Step 2 – Regional Operations Center receives Agreement and Enrollment forms • Step 3 – Contract processing • Step 4 – Activation of enrollment • Notifications triggered • Media shipped • Step 5 – Channel Partner places order • After activation, the Channel Partner places the order via the MOET/EDI systems using the enrollment number • Once an order is placed it will go into a status of “Hold” • Step 6 – Order Processing: Operations verification of order • Operations validates the orders • There is a potential for rejection • Once the order is submitted through MS systems, the Order status on MOET will change to Accepted and an order confirmation will be sent

  26. Extension Process For The 1 Year Option • Step 1 – Reminders on non-receipt of an order or extension request • Enrollment is nearing one year anniversary • Reminder notification sent if no order is received • Notifications 60 days and 30 days before expiration • If the request has not been received by the expiration date, then enrollment will expire and an expiration notification is sent • Extension requests received after the expiration date will not be accepted and a new enrollment must be signed • Step 2 – Channel Partner submits enrollment extension request via APLQuest • Channel Partner submits enrollment extension form request via APLQuest • Requests should include: • The request for the enrollment to be extended by one year • Enrollment number • Customer name • Step 3 – Operations processes enrollment extension • Step 4 – Customer and Partner receive Change of contract duration notification • Step 5 – Channel Partner places extension order on MOET • Channel partner must ensure that the correct usage date is specified, when placing extension orders • Step 6 – Once the order has been accepted, an order confirmation is sent

  27. Sample of Enrollment Extension form

  28. The New Enrollment and Order Process – 3 Year enrollment • Initial order process is per one year option • Anniversary ordering: Anniversary orders must be placed for years 2/3 • On expiration, the customer must submit a new enrollment to continue their license coverage

  29. 3 Year Enrollment – Anniversary Ordering • Step 1 – Reminders to place Anniversary Order • Reminder notifications 45 days before anniversary, on the anniversary day, 30 days after no order has been received • 60 days: termination • If an order has already been received, then none of the notification letters are sent out • Step 2 – Channel Partner submits Anniversary Order via MOET/EDI • Channel partner places the Anniversary Order via MOET/EDI. • Step 3 – Once the order has been accepted, an order confirmation is sent

  30. New Contractual Notifications Welcome notification (Sample) Order confirmations (contains VLKs) Initial/extension order reminder notifications Anniversary reminders Anniversary termination Renewal notifications Expiration notification

  31. Welcome notification (Sample)

  32. Welcome notification (Sample) continued

  33. Completing Agreements • Interactive training tools have been developed to support in the education and training on the completion of the new documentation • Each form has its own interactive demo • Please see separate files on the LAR website for interactive files

  34. Invalids/Rejection Reasons • Rejection reasons • Missing entity names • Missing signatures • Invalidation reasons • Missing contact name/address details • Missing media order form/missing information on form • No check or duplicate checks on Designate your institution participation and users • Designation of faculty/Users staff

  35. Invalids/Rejections – Acceptable Omissions • Will process without the following • Phone/fax numbers • Standard Campus Qualification and Manual Order Form (Attachments) • Signature dates/titles • See invalids checklist for further information

  36. Questions??

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