Adding New Offers to Existing Installation of Office 365 APS 2 Application (Cloud Solution Provider Scenario)

Original Publishing Date:
2020-01-22

Symptoms

New Office 365 offers are supported by Microsoft and you need to add them to your installation of the Office 365 APS 2 application (Cloud Solution Provider Scenario).

Resolution

Note: For Office 365 19.3.0 and later, use the instructions at https://docs.cloudblue.com/oa/services/office365/19.3/content/Providers-Guide/How-to-Add-New-Recurring-Licenses-and-Add-ons-on-an-Existing-Installation-of-the-Application.htm.

Adding New Offers and Their Add-on Offers

For example, you need to add the following offers and their add-on offers:

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

Notes:

Instead of performing steps 1-9 of the procedure provided below, you can use the offer auto-configuration script autoconf.py and the latest CSP Deployment Assistant. See the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers section for details.
Do not create separate license types and 'Office 365 License' resource types for trial offers. Instead, specify the trial offer identifiers of the trial offers in the license types of the respective paid offers (use the Trial Offer ID field).
The configuration of service plans for offers with regular prices differs from the configuration of service plans for offers with one-time prices, such as Microsoft 365 A1. A service plan for such an offer must have one six-year subscription period. Auto-Renewal of the service plan must be set to Disabled. In the subscription period of the service plan, Setup Fee must be set to <number of included seats> * <price per seat>; Recurring Fee must be set to 0.00. The service plan must have one resource rate for the offer. In the resource rate, Inc. Amount, Min Amount, and Max Amount must be set to <number of included seats>; Setup Fee and Recurring Fee must be set to 0.00. Since such offers do not support quantity upgrades, several service plans with different included amounts must be created. For instance: Microsoft 365 A1 (1 license), Microsoft 365 A1 (5 licenses), and so on. If customers need more seats of Microsoft 365 A1, they can buy more subscriptions to Microsoft 365 A1 service plans.

To add these offers to your installation, perform the following actions:

Obtain the latest offer catalog (you will use it in further steps to obtain necessary information about offers).
Create a separate license type for each new offer. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating License Types section.

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
When creating license and add-on types for offers, take into account the parent-child relations of the offers: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer, you must create not only an add-on type for the add-on offer but also license and add-on types for all necessary ancestor offers of the add-on offer.

After you add license types for new offers, check and update the Possible parent offers lists of all add-on types. Take into account that the Possible parent offers list of an add-on type can contain both new and old offers.
Create a separate add-on type for each new add-on offer. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating Add-on Types section.

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 offers: 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 offers: 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 offers: Office 365 Business Premium
When creating license and add-on types for offers, take into account the parent-child relations of the offers: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer, you must create not only an add-on type for the add-on offer but also license and add-on types for all necessary ancestor offers of the add-on offer.

After you add add-on types for new add-on offers, check and update the Possible parent offers lists of all add-on types. Take into account that the Possible parent offers list of an add-on type can contain both new and old offers.
Create the corresponding 'Office 365 License' resource type for each new license type. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating Office 365 Resource Types > Creating 'Office 365 License' Resource Types section.

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

Office 365 Business Premium
- License type instance: Office 365 Business Premium
Create the corresponding 'Office 365 Add-on' resource type for each new add-on type. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating Office 365 Resource Types > Creating 'Office 365 Add-on' Resource Types section.

For example, create the following 'Office 365 Add-on' 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
In OA Billing, add the new resources to the corresponding Office 365 resource categories.
In OA Operations, add the new resource types to your Office 365 service template:
1. Go to Products > Service Templates.
2. Select the Office 365 service template.
3. On the General tab, click Deactivate.
4. On the Resources tab, click Add resources.
5. Select the resources and click Submit.
6. Set the resource limits to 0 and click Submit.
7. On the General tab, click Activate.
Create the corresponding Office 365 service plans for each new 'Office 365 License' resource type/resource. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating 'Office 365' Service Plans section.

For example, create the following Office 365 service plans:
- Office 365 Business Premium
  - Service Template: Office 365
  - Service Terms: Office 365
  - Billing Period: Monthly
  - Subscription Period: Not Trial/1 Year/$12.5 Recurring Fee
  - Resource Rates:
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Business Premium/1/300/$12.5
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Extra File Storage/0/Unlimited/$0.2
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Exchange Online Archiving for Exchange Online/0/Unlimited/$3.0
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Exchange Online Advanced Threat Protection/0/Unlimited/$2.0
  - Upgrades: empty
- Office 365 Business Premium Trial
  - Service Template: Office 365
  - Service Terms: Office 365
  - Billing Period: Monthly
  - Subscription Period: Trial/30 Days/$0.0 Recurring Fee
  - Resource Rates:
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Office 365 Business Premium/25/25/$0.0
  - Upgrades: Office 365 Business Premium
When adding new Office 365 service plans or updating old Office 365 service plans, take into account that offers have parent-child relations: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer within an 'Office 365' service plan, you must create not only a resource rate for the 'Office 365 Add-on' resource of the add-on offer but also resource rates for 'Office 365 License' and 'Office 365 Add-on' resources of all necessary ancestor offers of the add-on offer.

After you add new Office 365 service plans, do the following:
- Check and update the resource rates of all your Office 365 service plans. Take into account that an Office 365 service plan can include not only resource rates of old offers but also resource rates of new offers.
- Check and update the allowed upgrade paths of all your Office 365 service plans. Take into account that the allowed upgrade paths of an Office 365 service plan can include not only new Office 365 service plans but also old Office 365 service plans.
In OA Billing, add the new Office 365 service plans to the corresponding Office 365 sales categories.
Update the configuration of the offer compatibility checker (skip this step for Office 365 18.3 and higher). See the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offer Compatibility Checker section for details.
In OA Billing, synchronize your Office 365 service template with its subscriptions (it is necessary to add new resources to existing subscriptions). To do this, you can use the instructions provided in KB article #123749.
In OA Billing, synchronize the old Office 365 service plans that you modified in the previous steps with their subscriptions (it is necessary to introduce new resource rates and new allowed upgrade paths). To do this, you can use the instructions provided in KB article #123749.
In OA Billing, perform the synchronization of your online store.
If there are resellers who resell Office 365 services, perform the following additional actions for necessary reseller accounts:
1. Delegate the new Office 365 service plans. Use instructions provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers for Resellers section (see the steps about delegating Office 365 service plans). After the changes, run synchronization for the corresponding reseller service template/service plan.
2. Add the new Office 365 resources to the additional service template/service plan of the reseller account (Office 365 Customer Management). After the changes, run synchronization for the additional service template/service plan. To learn more about the additional service template/service plan, see the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Useful Information > Viewing Reconciliation Report section.
3. Update the configuration of the offer compatibility checker for the reseller account (skip this step for Office 365 18.3 and higher). Use instructions provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers for Resellers section (see the steps about configuring the offer compatibility checker).

Adding New Add-on Offers

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

Note: Instead of performing steps 1-6 of the procedure provided below, you can use the offer auto-configuration script autoconf.py and the latest CSP Deployment Assistant. See the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers section for details.

To add this add-on offer to your installation, perform the following actions:

Obtain the latest offer catalog (you will use it in further steps to obtain necessary information about offers)
Create a separate add-on type for the new add-on offer. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating Add-on Types section.

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 offers: Skype for Business Online (Plan 2), Office 365 Enterprise E1, Office 365 Enterprise E3
When creating license and add-on types for offers, take into account the parent-child relations of the offers: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer, you must create not only an add-on type for the add-on offer but also license and add-on types for all necessary ancestor offers of the add-on offer.

After you add add-on types for new add-on offers, check and update the Possible parent offers lists of all add-on types. Take into account that the Possible parent offers list of an add-on type can contain both new and old offers.
Create the corresponding 'Office 365 Add-on' resource type for the new add-on type. Use the instruction provided in the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Configuring Offers > Creating Office 365 Resource Types > Creating 'Office 365 Add-on' Resource Types section.

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

Phone System
- Add-on type instance: Phone System
In OA Billing, add the new resource to the corresponding Office 365 resource category.
In OA Operations, add the new resource type to your Office 365 service template:
1. Go to Products > Service Templates.
2. Select the Office 365 service template.
3. On the General tab, click Deactivate.
4. On the Resources tab, click Add resources.
5. Select the resource and click Submit.
6. Set the resource limit to 0 and click Submit.
7. On the General tab, click Activate.
Add the resource rate of the new resource Phone System to necessary Office 365 service plans.

For example, update 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/$8.0
- Office 365 Enterprise E1
  - Resource Rates:
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Phone System/0/Unlimited/$8.0
- Office 365 Enterprise E3
  - Resource Rates:
    - Resource/Inc. Amount/Max Amount/Recurring Fee: Phone System/0/Unlimited/$8.0
When updating existing Office 365 service plans, take into account the following:
- Offers have parent-child relations: an add-on offer has parent offers, which, in turn, may have their own parent offers, and so on, up to top-level offers; a customer tenant can be subscribed to an add-on offer only if the customer tenant has subscriptions to all necessary ancestor offers of the add-on offer, starting from a parent offer and ending with a top-level offer. If you need to provide your customers with an add-on offer within an 'Office 365' service plan, you must create not only a resource rate for the 'Office 365 Add-on' resource of the add-on offer but also resource rates for 'Office 365 License' and 'Office 365 Add-on' resources of all necessary ancestor offers of the add-on offer.
- An Office 365 service plan can include not only resource rates of old offers but also resource rates of new offers.
In OA Billing, synchronize the Office 365 service template with its subscriptions (it is necessary to add new resources to existing subscriptions). To do this, you can use the instructions provided in KB article #123749.
In OA Billing, synchronize the Office 365 service plans that you modified in the previous steps with their subscriptions (it is necessary to introduce new resource rates). To do this, you can use the instructions provided in KB article #123749.
In OA Billing, perform the synchronization of your online store.
If there are resellers who resell Office 365 services, perform the following actions for necessary reseller accounts: add the new Office 365 resources to the additional service template/service plan of the reseller account (Office 365 Customer Management); after the changes, run synchronization for the additional service template/service plan. To learn more about additional service templates/service plans, see the Odin Automation Office 365 Integration Provider's Guide >> Cloud Solution Provider Scenario > Useful Information > Viewing Reconciliation Report section.