Module 8 CASA

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Module 8CASA
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Module 8CASA- Most FAQ on CASA 3.4

• Overview and Training Objectives
• Program Overview
• Agt structure
• Compliance requirement
• Ordering
• Renewal process

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Module 8CASA- Most FAQ on CASA 3.4

• CASA structure
• Agreement
• Enrolment
• QEUD
• PUR
• PL
• Manual order form, media form

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Module 8CASA- Most FAQ on CASA 3.4

• Initial Order
• Quantity Faculty Staff FTE count or PC count
• Institution wide commitment for all Windows, Apps
  CALs
• not for Servers.
• New Additional Software Orders
• Can be submitted mid term but not pro-rated
• Pricing level is determined by the no. of Faculty
  FTE Staff count
• (Campus) or no. of Eligible PC count
  (School)
• Level A Level B
• Campus lt 3000 gt / 3000
• School lt 2500 gt / 2500
• Min. order requirement to participate a new
  CASA enrollment
• 300 CASA unit count
• CASA unit count is only available in Product
  List.
• Product Offering - L/SA only. L is for buyout.
• Payment Type AE vs PE

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Module 8CASA- Most FAQ on CASA 3.4

• Student Option
• must also meet 300 pts
• on top of what is required by the institution.
• Qty of students for CA v SA
• Must be selected in the enrollment to be eligible
  to place order for student SKUs
• To add Student Option to an existing CASA
  enrollment, work with LS
• For Campus only, graduating students are granted
  perpetual use rights for the selected CA
  products.
• Institution is responsible to issue Student
  License Confirmation to graduating students upon
  leaving the institution.

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Module 8CASA- Most FAQ on CASA 3.4

• For a 1 Year Subscription Enrollment
• For 12 months renewal, software order qty must
  meet the
• program minimum
• 300 pts
• Different product set is OK
• Retains same Enrolment number
• Channel partner to send in Extension Form to
  APLQuest
• prior to the expiration of the subscription
  enrollment (renewal order must load by 30days
  after expiration, so send in Extension form
  early)
• License price will not increase by gt 10
• In TCs

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Module 8CASA- Most FAQ on CASA 3.4

• For a 3 Year Subscription Enrollment
• To add/increase qty of existing software
  purchased on yr 2 3, you
• Increase the software qty when anniversary order
  is placed
• Anniversary software qty must be gt/ yr 1 order
• Software price will be the same as the time it
  was first added
• If a software goes obsolete without replacement,
  no need to place order for the obsolete software
  during anniversary
• e.g. MSB, Class Server
• If there is a direct replacement, order to be
  replaced with replacement sku, we will honor year
  1 price
• e.g. F/page to SPD
• Customer to complete a new subscription
  enrollment to continue
• coverage before existing enrollment expires
  (i.e. no renewal allowed)
• Renewal - change in customer name previous

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Module 8CASA- Most FAQ on CASA 3.4

• All CASA 3.4 orders must be submitted via MOET
• Server only purchase is acceptable
• Must meet minimum order requirement of 300 unit
  count
• The requirement to indicate Faculty Staff FTE
  count or PC count on enrollment is for purpose of
  agreement set-up in MS system
• MSDNAA
• One complimentary membership for every CASA
  Enrollment
• Acceptance Letter will provide the URL and
  promocode for customer to register their MSDNAA
  membership
• The online site will show the standard price upon
  registration, albeit with the CASA Promo Code
  provided.
• Fulfillment vendor will verify enrollment
  against explore and will override the price to
  zero.
• Verbiage added to Acceptance Letter Please note
  that the ordering site will not reflect the
  free price status at the time you place the
  order. The discount is applied by Microsofts
  Subscription Team after the order is received and
  approved.
• Additional memberships can be acquired through
  the MSDNAA Web site

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Module 8CASA- Most FAQ on CASA 3.4

• WAH Licenses
• FOC for faculty and staff of CASA customers
• WAH SKUs are available in price list, order to be
  placed via MOET at zero cost
• Vista Business is the default WAH O/S Upgrade
  offering
• Total no. of WAH licenses ordered for a
  particular product cannot exceed
• The total no. of faculty and staff FTE reported
  in Campus Subscription Enrollment
• The total no. of eligible PCs reported in School
  Subscription Enrollment
• CASA enrollment will be terminated
  automatically if no order is
• placed within 30 days of enrollment start
  effective date.
• To reinstate the enrollment, work with LS
• 15/30 (order reminder notices)
• CASA enrollment will be terminated
  automatically if no anniversary order is
  placed within 60 days of anniversary date
• 45/30/0 (order reminder notices)
• Submit anniversary orders prior to anniversary
  dates
• Note that invoicing will only happen on
  anniversary date
• If billing before anniversary date is necessary,
  work with LS

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Module 8CASA- Most FAQ on CASA 3.4

• Other useful information
• DOP
• Office versions
• Vista versions
• Name change
• Prior enrolment numbers
• Amendment process
• Any change or addition needs approval support

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Module 8Student Select - Most FAQ on Student
Select 6.5

• Min. to meet 750 points across all product
  pools before Master
• Academic Select Agreement expires
• This is in addition to 1500 points an Academic
  Select (only have level A) customer must meet
  during the 3-year term
• L SKU only
• Following products are currently available
• Microsoft Office Professional Plus 2007
• Microsoft Office 2004 for Mac Professional
  Edition
• Microsoft Office SharePoint Designer 2007
• Microsoft Office OneNote 2007
• Microsoft Office Project Professional 2007
• Microsoft Office Visio Professional 2007
• Microsoft Student with Encarta Premium 2007
• Windows Vista Business Upgrade
• For an up-to-date product list, please visit
• http//www.microsoft.com/education/StudentSelect.m
  spx

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Module 8Student Select - Most FAQ on Student
Select 6.5

• Downgrade rights applicable
• Eg, student that acquires a license for Office
  Pro 2003 may run Office XP Pro instead
• Students are not granted the right to run
  different
• language versions of software.
• Only 1 language allowed.
• Institution may not transfer to any student gt 1
  license
• with respect to any version of any product
• Student required to sign a Student Select
  License
• Agreement (sample template available in
  agreement pack)
• Original signed copy to be kept by Institution
• during the term of the Academic Select Agreement
  and for a period of 1 year thereafter

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Module 8Student Select - Most FAQ on Student
Select 6.5

• Institution required to keep a database of
  Student Select
• transactions, with the following record
• Name and Student Identification number
• Date on which transaction or transfer occur
• Distribution point where transaction or transfer
  occur
• Software name and version
• Institution may use a 3rd party to maintain the
  database
• It must be maintained at the Institutions
  location
• Institution remain responsible for 3rd partys
  action
• Database must be maintained during the term of
  Academic Select Agreement and for a period of 1
  year thereafter
• Institution may also use a 3rd party to process
  and distribute students orders for
  licenses and media
• Institution remain responsible for 3rd partys
  action

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Module 8 Student Select - What is New in Student
Select 6.5?

• Student Select offering extended to faculty
  staff of institution
• Electronic signature of Student Select License
• Agreement
• To facilitate and streamline the process of
  transferring licenses to students
• Student Select License Agreement must be posted
  on a website that the institution host.
• The website must provide a signature box and a
  personal identification box in which each student
  or faculty/staff employee is required to type
  their name and student or faculty/staff employee
  identification number as issued by the
  institution.
• I accept button must be provided at the bottom
  of the webpage where Student Select License
  Agreement is posted, so that each student or
  faculty/staff employee can accept the terms of
  the Student Select License Agreement by clicking
  the button.

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Module 8 Academic Quiz

• What is the default billing option for a 3-year
  Campus and School enrollment in MOET?
• ? AE
• PE
• To place order for WAH skus, channel partner need
  to submit a manual order to APOC.
• ? True
• ? False

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Module 8 Academic Quiz

• Each CASA product is assigned a unit count. This
  unit count can be found in the Product List.
• ? True
• False
• To renew a 3-year School Agreement, channel
  partner only requires to submit an Extension Form
  to APOC
• ? True
• False

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Module 8 Academic Quiz

• Participation of Faculty/Staff is allowed under
  the v6.5 Academic Student Select Enrollment
• ? True
• False
• A student who participate in the Student Select
  program can purchase a license for Office
  Standard and a license for Office Pro
• ? True
• False

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Module 8 Academic Quiz

• Institution wide commitment applies to Windows
  Destop O/S, Applications, CALs and Servers
• ? True
• False
• To add/increase qty of existing software
  purchased during mid term, just place order via
  MOET.
• ? True
• False

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Module 8 Academic Quiz

• Anniversary order is to be submitted prior to the
  anniversary date. It will be processed but
  invoiced on the anniversary date. The usage date
  will also be the anniversary date. Should billing
  be required prior to anniversary date, an
  Amendment is required, in this case, usage date
  will not change, only the billing date change
  (i.e. earlier)
• ? True
• False

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Module 8CASA- Ordering

• At the end of this training, you will be able to
• Describe the electronic ordering capability for
  School and Campus Subscription enrolments/orders
• Demonstrate how to place an Online Order using
  MOET

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Module 8CASA- Ordering - How to place an order
in MOET

• For Campus Schools 3.4, ALL orders must be
  submitted via MOET. Manual orders are not
  accepted
• All CASA orders submitted via MOET will have On
  hold status as further pricing validation will
  be performed by our processing team before the
  order is released)
• In cases where special pricing amendment or APS
  (Academic Pricing Schedule) is involved, please
  only load the orders after receiving email
  confirmation from APLQuest that these
  amendment/APS has been processed, so that our
  processing team can apply the correct pricing to
  your orders. If the order is loaded prior, and
  the wrong price is applied, credit and rebill
  (via adjustment and reload of order) will be
  required.
• The Volume Licensing option in the drop down menu
  in MOET is used.
• The following slides will bring you through the
  different billing options, offering types, etc
  that should apply to your Campus/School order

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Module 8CASA- Ordering - MOET Options
Renewal Date must commence on the day after the
previous enrolment has ended
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Module 8CASA- Ordering-MOET Contd.
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Module 8CASA- Ordering- Additional Product Orders

• For Campus Schools 3.4
• Additional Products can be submitted mid year but
  you will be charged the full year annual price.
  It is not pro-rated
• Additional Product Orders for Systems,
  Applications CALS must be ordered
  institution-wide
• If you have not chosen Student Option in your
  initial enrolment you can not add it at a later
  stage. Should you have similar situation, please
  approach your LS for assistance.

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Module 8CASA- Ordering- Moet Validation

• When a purchase order is saved and/or submitted,
  MOET will validate the following
• Partners PO Number is not a duplicate for the
  Enrollment
• Enrollment Number is valid for Channel Partner
• Usage Date is valid
• Order Type is valid
• MS Part Number is valid for the Enrollment
• Quantity is numeric and greater than 0
• Billing Option is valid
• Offering Type is valid
• Usage Country is valid
• Validation occurs in both the purchase order
  Header and Detail Lines. Validation errors in
  the Header prevent the Header from saving and
  must be corrected to proceed with order entry

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Module 8CASA- Ordering- Billing Offering

• There are two billing options available under
  Campus Schools
• AE Annual Billing
• PE Prepaid Billing
• When should you use AE or PE?
• The billing option AE should be chosen for both
  12 36 month subscription orders. We will assume
  that Channel Partner by default would want to
  choose AE. If there are cases where PE is chosen,
  processing team will verify the accuracy of this
  with Channel Partner and proceed accordingly.

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Module 8CASA- Ordering Offering Type
There are two offering types FAC To be used
when ordering the faculty SKUs STU To be used
when ordering the student option student SKUs
If entering WAH SKUS, you need to choose the FAC
option
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Module 8CASA- Ordering MOET Order Status
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Module 8 Academic Quiz

• When Ordering WAH SKU, the Offering Type should
  be STU
• ? True
• False
• After submitting my CASA order in MOET, I should
  resubmit if the status of the order shows On
  hold.
• ? True
• ? False