MS Office 365 Product Configuration for the CSPs
1. CSP partner consent to CPV (Automation Platform)
To provide the CSP consent to CPV to use Partner Center API’s on behalf of CSP, either Global Admin can provide the consent, or he can assign someone in his organization (user with admin agent role) to provide the consent on behalf of CSP partner.
Step to provide consent to CPV (Automation Platform):
Please complete the partner consent process in a new private window and also make sure to check any active session of MS Azure portal/MS office/MS partner center portal, If found then first sign-off from that portal and then only follow the CSP consent process.
1. Log in to the Automation Platform admin Portal and go to the Settings >>Products and Services >> MS O365 Products
2. Click on the “CSP Partner Consent” button.
3. After that, a pop-up will open, in which the customer needs to fill the CSP domain name and click on OK button.
Above mentioned CSP domain field is editable. The customer can edit it and provide the correct CSP domain. The CSP domain will come auto-filled if the CSP domain is already configured in the MSCSP setting by the customer. If the customer puts a different CSP domain name in the pop-up, then the CSP domain value in the MSCSP setting will also get updated.
4. User will redirect him to Microsoft Login screen where he needs to login with his MS CSP User credentials.
5. After signing in, the user will get additional security verification page, where he needs to enter the OTP, he received on his registered number and click on the Verify button.
6. After successful verification of OTP, the user will be redirected to the consent acceptance page.
7. Now, click on the ‘Consent on behalf of your organization’ checkbox as shown in the above screenshot and click on the Accept button. By clicking on the accept button, the CSP admin has provided his consent to CPV (Automation Platform) to use the partner center API on behalf of CSP.
After that, it will redirect the user to Automation Platform admin portal (Settings >>Products and Services >>MS Office 365 Products >> CSP partner consent). There, he will see a message named “Refresh Token”. This is the most important information that is to be shared with the Automation Platform (CPV) team once you have provided consent. Please store this for future references.
The maximum age of Multi-Factor Refresh Token until revoked is 365 days and the maximum inactive time is 90 days. Please note that the maximum inactive time is only valid if you have an active session. If you have an inactive session, the maximum time is 90 days.
2. MS CSP Setting
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Setting
- Enter CPV App ID and CPV App Secret. (As provided by the cloud automation platform team)
- Select MFA method - manually or Azure Key Vault (MS recommended).
- Enter the Refresh Token Key as captured on the CSP Partner Consent screen.
- Select Tier type from the dropdown.
- Enter the CSP MS ID/Account ID. (On CSP Partner Center Portal >> Settings>> Organization Profile >> Microsoft ID)
- Enter the CSP User ID (On CSP Partner Centre Portal >>Settings >> User Management >> Click on the user >> last section of the URL after user details)
- Enter the CSP domain.
- Tick the Check Domain Availability and Enable MCA checkbox yes.
- Enter the Refresh Token Regeneration value to be 89 days.
- Select Azure Billing Calculation, which will take calculations (rate) according to the dropdown user select.
- Select Countries for the Company Registration ID. This option will be displayed in the MCA Agreement for selected countries when creating a customer.
- Once done, click on save.
3. Import Microsoft Pricing Sheet
Home >> Setting >> Products/Services >> MS Office 365 Product
- Click on Import MS Pricing Sheet tab given on the MS Office 365 Products section. (Admin can get the pricing sheet from the MS CSP portal under Pricing and Offers)
- Enter the XLSX File Name. (The admin can choose a name for the file).
- Import file using Choose File button and click on Import.
- The file will be imported into the platform.
4. Creating Office 365 Plans
Home >> Setting >> Products/Services >> MS Office 365 Product
- Select Plan name as Office 365 and the imported pricing sheet from the drop down.
In the MS Office 365 Products section, Cloud Reseller Offer Matrix details are given in the below sequence:
- S. No – Sorting Order - Product Name – Change Product Name – Offer ID – Cost Price
To create a new plan:
- Select the Venture Type from the dropdown.
- Select the Product Name from the list provided for which you want to create plan.
- Define the Margin (in %) which will be added to the cost price. The selling price will be the total of cost price + margin.
- All other details around CPV App ID, CPV App Secret, CSP Domain, Microsoft ID, Tier Type, MFA method, Refresh Token are pre-populated based on the CSP Settings.
- Enter the Billing Cycle (Multiple selected) according to the plan need.
- Select the Product Name from the list provided for which you want to create a plan.
- Click on Save button provided at the end of the list to create the plan. See the sample screenshot as below:
A sample screenshot of the pricing settings of a plan:
5. Importing existing customers and their services
5.1. Tier-1 CSP Partners
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Data Migration
- Here, the admin needs to first import the CSP data, for that he needs to click on Request CSP Data and click OK to continue.
- The data here is available in the following sequence:
Client Information:
S.No. – Name/Company Name – Email ID/Domain – Additional Info – MPN Details – Currency – Reg. Date - Status
Service information:
S. No. – OfferName/Subscription ID – Automation Platform Plan – Invoice Data – Qty – Status – Billing Cycle – Reseller Order Amount – Reseller Renewal Amount – Customer order Amount – Customer Renewal Amount
- Here, the admin can do the following:
Add existing clients in the Automation Platform
- Select the checkbox in front of the client name.
- Add username for creating a record in RackNap.
- Select the currency in which the partner will deal.
- Select the Reg. Date on which the client is getting registered in the automation platform.
- Select Status.
2. Add client’s service in the Automation Platform
- Select the checkbox in front of the OfferName.
- Select the plan from the drop-down, which is present in the automation platform.
- Through Generate Invoice option, the admin can create an invoice for the Customer. For that, select the Start date and End date of the invoice and select the generate invoice checkbox.
- Select the billing cycle. On selecting it, Customer Order Amount and Customer Renewal Amount will be auto-filled. (Only if the prices have been set for the particular plan)
- Click on Update to save your settings.
5.2 Tier-2 CSP Partners (Indirect Providers)
Home >> Clients >> Partners >> Partner Program >> Import
The admin needs to first import the Partners data for creating a Partner record in cloud automation platform.
Download the .xls format and populate it with the Partner details along with the MPN ID and import it into the system as per the screenshot below:
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Data Migration
- Now, the admin needs to import the customers along with their services for that we need to click on Request CSP Data and click OK to continue.
- The data here is available in the following sequence:
Client Information:
- S.No. – Name/Company Name – Email ID/Domain – Additional Info – MPN Details - Username – Currency – Reg. Date - Status
Service information:
- S. No. – OfferName/Subscription ID – RackNap Plan – Billing Date - Qty – Status – Billing Cycle – Reseller order Amount – Reseller Renewal Amount - Customer order Amount – customer Renewal Amount
- Here, the admin can do the following:
1. Add existing clients in the Automation Platform
- Select the checkbox in front of the client name.
- Assign partner to the client by selecting the respective MPNID from the MPN details drop-down.
- Select the Currency in which the partner will deal.
- Select the Reg. Date on which the client is getting registered in the automation platform.
- Select Status.
2. Add client’s service in the Automation Platform
- Select the checkbox in front of the OfferName.
- Select the plan from the drop-down, which is present in the automation platform.
- Through Generate Invoice option, the admin can create an invoice for the Customer. For that, select the Start date and End date of the invoice and select the generate invoice checkbox.
- Select the billing cycle. On selecting it, Customer Order Amount and Customer Renewal Amount will be auto-filled. (Only if the prices have been set for the plan)
- Click on Update to save your settings.
6. Reconciliation Report
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS Reconciliation Report
Here, to get reconciliation report, you need to click on Request CSP Data and click OK to continue.
- Now, wait until the response of your requested data is received.
- To export the reconciliation report in xlsx (Excel) file, click on the Export Button.
7. MS CSP Migration Request
Home >> Settings >> Products/Services >> MS Office 365 Products
Here, to migrate a customer to the automation platform through MS CSP Migration Request:
- Click on MS CSP Migration Request.
- Here, you can create an email template that will be sent to customers when you migrate them.
Go to the Partner Panel now.
- Navigate to Settings >> Product/Services >> MS CSP Migration Request
- You need to provide all the required fields like Domain Name, or customer’s Email ID.
- Click on Send Email. This will migrate all the customers in the automation platform for that partner.
- If a customer migration fails, then the details of these customers will be listed in MS CSP Migration Failed Requests.
- Email Logs: Here, relevant email logs will be created.