Transcription

Volume Licensing Service CenterUser GuideMicrosoft Volume LicensingFebruary 2015What’s new License Summary has been improved with expanded search capabilities

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEContentsWhat’s new.1Overview of the Volume Licensing Service Center . 4Registering with the Volume Licensing Service Center.4Signing new Open License customer agreements.5Navigating the Volume Licensing Service Center .6Administration tasks in the VLSC . 8The My Preferences page .8The Request Permissions page. 11The Add User page . 12The Manage Users page . 15The Add Open License page . 16Viewing License Summary and Relationship Summary information . 19The License Summary page . 20The Relationship Summary page . 23Viewing Licensing ID and Enrollment Details . 24The License Details page . 28Using the Downloads and Keys page . 30Process steps . 31Product Key options . 34Accessing product keys by Licensing ID in the VLSC . 35Accessing product keys by organization in the VLSC . 35Finding the Part Number in the VLSC . 36Requesting and viewing Multiple Activation Keys . 36Media Kits . 37Using the Subscriptions page . 38MSDN subscriptions . 38TechNet subscriptions . 38Using the Online Service Activations page . 40Activate your online services . 40Sign in with an Organizational Account. 40About Microsoft Software Assurance for Volume Licensing . 41Using the Manage Software Assurance Benefits page. 41Creating and managing online service license reservations. 432

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEAbout License Reservations and Transitions . 44Placing a Step-up Reservation. 53Viewing your Service, License ID, and Reservation details . 55Getting help . 58Appendix A – Signing up for a Microsoft account . 59Appendix B – Glossary . 603

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEOverview of the Volume Licensing Service CenterThe Volume Licensing Service Center (VLSC) is the primary location for Microsoft VolumeLicensing customers to view and manage their licensing agreements.A license agreement with Microsoft dictates how a product is used, how long it can be used, andhow a customer intends to deploy the product in a business environment. For example, a licenseagreement or entitlement might detail a lease agreement for a single software product that mayhave multiple activations. Moreover, customers can purchase service agreements, such asSoftware Assurance, which offers benefits in the licensing relationship with Microsoft, such ascomplimentary product upgrades and a set number of service tickets.When you purchase and download software from Microsoft, you are given the right to useMicrosoft intellectual property through the volume licensing agreements and services that youelect to use.Registering with the Volume Licensing Service CenterNOTE You need a valid business email address and Microsoft account to register. See AppendixA for instructions on creating a Microsoft account.To streamline the process for managing multiple agreement numbers, a Microsoft account anda valid business email address are required for registration. Following these steps makes theprocess easier for you to track and manage multiple agreement numbers.When you register with the VLSC, the site requires you to validate your business email addressusing an invitation email message from Microsoft. You should use the same business emailaddress that you used when you signed your agreement or order.If you are an Administrator on a parent agreement, then when you sign into the VLSC for thefirst time, the Administrator Inheritance Option page is displayed. If you select to opt-in, thenyou automatically become an Administrator on all child agreements associated with the parentagreement.To register with the Volume Licensing Service Center (VLSC)1.2.3.4.Access the VLSC at www.microsoft.com/licensing/servicecenter.On the Welcome to the Volume Licensing Service Center home page, select Sign In.Type your Microsoft account and password.Select Sign In.NOTE If you are a returning user and would like to see an overview of navigating the VLSC, seethe Navigating the Volume Licensing Service Center section.4

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDE5. First-time users must enter their business email address. Type the business email addressinto both the Business Email and Confirm your Business Email fields.Select Submit. If you received an email invitation to the VLSC, then enter the email address towhich your invitation was sent. Select Submit. We will send an email message to confirm that you own theBusiness Email address provided.6. Go to the inbox for the business email address you provided.a. Open the confirmation email message from the Volume Licensing Service Center.b. Select the link in the email message to confirm your ownership of the businessemail address.NOTE If you do not receive an email notification, check your junk email folder in your emailprogram. Ensure that you add @microsoft.com to your Safe Senders list.Signing new Open License customer agreementsWhen you sign in to the VLSC, it verifies whether you have any Open License agreements withunsigned terms and conditions. If you have an unsigned Open License agreement, you areprompted to sign the agreement.To sign an Open License customer agreement1. On the Microsoft Volume Licensing page:a. In the Open License Type field, select the down arrow to open the menu, andthen select an item from the menu.b. In the Country of Usage field, select the down arrow to open the menu, andthen select an item from the menu.c. In the Language field, select the down arrow to open the menu, and then selectan item from the menu.2. Select Go.The Open License agreement appears.3. Type your full name, and then select I Accept.If terms and conditions are not accepted, all Open Licenses are removed from yourprofile during your session. A single acceptance only is required for all terms andcondition types, and for both current and future Open License agreements that areassigned to you.5

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDENavigating the Volume Licensing Service CenterThe VLSC is designed for easy access to your licensing management needs. You can: Download products and keysAccess all your licensing information in one locationView your relationship summary and license summary detailsView all agreements or purchases in your organizationReview the status of your enrollments, including upcoming agreement expirationsView recent download activityReceive a licensing summary that illustrates all entitlements by product and versionAs an Administrator, view any pending requestsFind help and training resourcesView news or updates regarding the Volume Licensing Service CenterThe menu options and notifications that you can view depend on your user role. On the VLSChome page, use the main navigation bar to 6View your open LicensesDownload software and access product keysAccess Software Assurance BenefitsView SubscriptionsActivate Online Services (Open customers only)Perform Administration tasksGet Help with the VLSC

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe VLSC home page has several sections to help you perform the following tasks.NumberName1Main navigation bar2Find What You Need3Track Licensing Info4Number of PendingRequests link5Leverage Entitlements7PurposeUse the main navigation bar to access the Licenses,Downloads and Keys, Software Assurance,Subscriptions, Administration, and Help pages.Select the links to Download your software Find product keys Review your VLSC permissionsSelect the links to view your license summary,relationship summary information, or add an OpenLicense to your profile.If you have administrative credentials, this link informsyou of the total number of pending requests. Selectthe link to open the Manage Users page where youcan view or edit permissions and address pendingrequests.Use this section to see the type of entitlements youhave depending on your benefits.

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDE67What’s NewLearn MoreLearn about VLSC site updates and new features.View videos on common VLSC tasks, and find othertraining and resources.Administration tasks in the VLSCIf you are granted the Administrator role, you will have additional functionality and tabs on theVLSC Administration page.Administration only: Add User Manage Users Add Open LicenseUsers and Administration: My Preferences Request Permissions My Permissions Add Open LicenseThe My Preferences pageSelect Administration, and then select My Preferences from the top navigation bar to manageyour notifications and alerts, and view the Administrator FAQ.To select your preference optionsTo receive Notifications and Alerts, select the I want to receive . . .my permissions are madebox. You will receive notifications from the administrator when changes to your permissions aremade.In the Administrator FAQ section, you may also opt in or opt out of the Administrator role byselecting:8 Opt In: You will receive the Admin role for all future Enrollments added under theMBSA or Select/Enterprise Agreement(s) that you are named as the PrimaryContact or Notices Correspondent and Online Access Contact. Opt Out: You will not receive the Admin role for all future Enrollments addedunder the MBSA or Select/Enterprise Agreement(s) that you are named as thePrimary Contact or Notices Correspondent and Online Access Contact.

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDENOTE Opting out may cause loss of permissions for current and future Volume Licenseagreements.Once you have selected your preferences options, select Save. You can view your permissionsand remove licenses from your view.NOTE If you are an Administrator, ensure that you select Save to save your permissionschanges.Number9Name12User InformationLegend3Current PermissionsPurposeDisplays your name and email address.Displays the description for icons and check boxesused in the Other Roles column.Use this section to view your Volume Licensepermissions. You can view the informationhierarchy from the MBSA, the Parent Program, theenrollments listed in the Licensing ID column, and

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDE4MBSA column5Parent Program column6Licensing ID column7Organization column8Administrator column9Other Roles columnthe Organization. The Administrator and OtherRoles columns allow you to grant Administratorstatus and modify a user’s permissions.This column displays the Master Business ServiceAgreement (MBSA) number under which theParent Program(s) and entitlements are listed.This column displays the Parent Program type andthe number.This column shows the entitlement and theidentification number.This column shows the organization name.View license details and the type of permissionsthat you currently are assigned.Use this column to view other VLSC user roles.You can hover over an icon to view its description.To delete permission to a licensing ID, select thered X to delete permission to that licensing ID.NOTE Deleting permission to a license does notdelete the user from the VLSC. Their businessemail is always associated with an agreement evenif they do not have licensing permissions.For the Software Assurance Manager, OnlineServices Manager, and Subscription Managerroles, a popup displays that allows you to selectindividual roles. Select Select All to select all roles.NOTE The ability to select individual roles iscurrently inactive. If you select one role, then allroles are selected.When you delete a user role, a popup windowdisplays indicating that you will need to requestaccess from the administrator should you need toregain access to the licensing ID.10

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe Request Permissions pageYou can request changes to your permissions and request access to a new licensing ID.NumberName1Licensing ID Access2Volume LicensingProgram Reference3Permission RoleRequested11PurposeFrom the Program drop-down menu, select the typeof Volume License program, for example, Campus &School, and then type the Enrollment Number intothe associated text field.Use the Volume Licensing Program Reference sectionto identify the license ID type for each program type.For more information, see Appendix B – Glossary.Select the appropriate check box to indicate the rolethat you want to request for the licensing ID, forexample, Product Keys.

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEWhen you select the Software Assurance Manager,Online Services Manager, and Subscription Managerroles, a popup window appears. You can either selectSelect All to select all options, or select options singly.NOTE The ability to select individual roles is currentlyinactive. If you select one role, then all roles areselected.45Confirm and Sendtext entry formSubmit buttonSelect OK to save your changes. Repeat as required foreach role.Add optional comments if needed. There is amaximum character limit of 500.After you have completed Steps 1 through 3, selectSubmit to send your request to the Administrator forapproval.To address pending requestsWhere a user requests permissions, that request is emailed to the administrator who managesthat licensing ID for their approval. For more information, sign in to the VLSC, and then selectReview Your VLSC Permissions. If you are an Administrator, you can address all pending requestsfrom the Manage Users page. For more information on pending requests, see The ManageUsers page section.The Add User pageIf you are an administrator, you can add a new user and assign permissions using their businessemail.NOTE To add a user and to save permission changes, ensure that you select Add to completeadding a new user.12

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDENumberName1New User Information2LegendPurposeType the user’s business email address, and thefirst and last names into the text fields. Yourentries and the user’s data must match.Displays the description for icons andcheckboxes used in the Other Roles column.TIP You can hover over the icons to display apopup of their descriptions.3Permissions Assignment4MBSA13You can use this area to request permissions forthe new user.This column displays the Master Business ServiceAgreement (MBSA) number under which the

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEParent Program(s) and entitlements are listed.5Parent Program6Licensing ID7Organization8Administrator9Other RolesThis column displays the Parent Program typeand the number.This column shows the entitlement and theidentification number.This column shows the organization name.View license details and the type of permissionsthat you currently are assigned.All licenses that are associated with theAdministrator are displayed. For each licensingID, select the relevant text box to assign the userrole and permissions for the new user.For the Software Assurance Manager, OnlineServices Manager, and Subscription Managerroles, see The Request Permissions page section.For each licensing ID, select the relevant checkbox to assign user roles and permissions for thenew user. There are two options to apply apermissions assignment to an enrollment: If you want to apply a permissionsassignment to all of the licenses listed,then select the check box immediatelyunder the role in either theAdministrator or the Other Rolescolumns (for example, SubscriptionsManager). If you want to apply a permissionsassignment to a single license listed, thenselect the check box on the same line asthe entitlement.NOTE Ensure that you select Add to completethe process.14

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe new user will receive an email messagenotifying them that they have access to licensesin the VLSC.To add a new user1. On the main navigation bar, go to Administration, and then select Add User.2. In the New User Information box, type the user’s email address, Last Name, and FirstName.3. In the Permissions Assignment section, select the permissions to assign to the user.4. Select Add.The new user will receive an email notification. Newly assigned permissions may take upto two hours to become effective.The Manage Users pageYou can use the Manage Users page to view pending requests from users for whom you are anadministrator for the license, or to view existing users. Select a user name or email address toview their permissions.15

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDENumberName1Pending Requests2User Management3Add New UserPurposeIf another user requests permissions for alicense, it displays in the field under thePending Requests header.Select the last name, first name, or email addressto navigate to the Edit User Permissions windowto add, edit, or change the current permissionsfor the selected user.Select the Add New User link to navigate to theAdd New User page.To edit a user’s permissionsA user’s roles and permissions are listed for each licensing ID. You can review the legend for arole description. Users whose permissions are updated will receive an email message notifyingthem of the Administrator’s action.1. On the main navigation bar, go to Administration and then select Manage Users.2. Select a user’s Last Name, First Name, or Email Address to edit their permissions.The Edit User Permissions page displays.3. To change a role, select the check box under the role.4. Select Add to save your updates.The user for which the permissions have been updated will receive an email messagenotifying them of the Administrator’s action.To approve or deny a permission request1. Select Administration, and then select My Permissions from the main navigation bar.2. On the Manage Users page, the pending user requests are displayed in the PendingRequests section.Select the user’s request number to view the request details.3. The VLSC Permission Request window displays. For the Admin Action, select eitherAccept or Deny.4. Add a message to the requestor if required.5. Select OK. The user receives a notification email informing them of their request status.The Add Open License pageWhen a new Open License order is placed, Microsoft captures the details for both the endcustomer and reseller.16

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDE Once the order is processed, both the customer and reseller are automatically grantedaccess to the new Open License agreement. A notification email message is sent to the Administrator of the agreement, and awelcome email is sent to both the customer and the reseller. The Administrator has the option of denying the reseller access to the agreement.This feature is designed as an alternative for resellers who have been authorized to managelicenses on behalf of Open License customers. You should not use this feature in place ofRequest Permissions.To access the Add Open License pageThere are two ways to access the Add Open License page: On the main navigation bar, select Administration, and then from the drop-down menu,select Add Open License.From the VLSC home page in the Track Licensing Info area, select the Add an OpenLicense to your profile link.Registered VLSC users who are owners or resellers of Open License agreements can request alimited set of permissions for Open License agreements only. These permissions include Viewing Open License agreementsDownload licensed softwareAccess product keysViewing a Software Assurance summaryViewing or managing Microsoft subscriptionsNOTE This feature does not grant full Administrator permissions, such as the ability to manageusers. To be added as an Administrator for a license, select Administration, and then selectRequest Permissions.17

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDENumberName1License Number2AuthorizationNumberPurposeTo add an Open License, type the licensenumber into the text field.Type the Open License Authorization numberinto the text field.NOTE If you have already registered, thename fields will not display.183I acknowledge that Iam4SubmitSelect the I acknowledge that I am checkbox to indicate that you: Are the reseller of a record. Are the owner of the Open License. Have been granted specificpermissions by the owner of the OpenLicense.This button is unavailable until you typenumbers into the Open License number andAuthorization Number fields. Type thenumbers, and then select Submit tocomplete the request. Repeat to add anotherOpen License to your profile.If the license and authorization numbers arevalidated, a message indicates the request is

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEalready submitted for processing and tocheck the request again in 24 hours. A notification email message is sent tothe Administrator(s) for that license. If the Administrators take no action,then the access request isautomatically approved. An Administrator can deny the accessrequest by selecting a link in thenotification email message.Viewing License Summary and Relationship Summary informationOn the main navigation bar, you can select Licenses to view License Summary and RelationshipSummary information for the agreements that you are authorized to view and manage. In theVLSC, there is a three-level hierarchy of licensing. You can use the Licenses page to view theMaster Business Service Agreement (MBSA), Parent agreement, and Licensing ID.a. The MBSA defines the type of agreements that you have for using your software, anddiscusses how all of your Microsoft licensing agreements are managed. The MBSAgoverns the parent agreement that details the types of benefits and entitlements thatyou have elected. Purchases are not made at the MBSA level.b. As a child of the MBSA, the Parent agreement governs the use of one or moreagreements for each licensing ID or enrollment at the program level. The Parentagreement details the status of the agreement you have made with Microsoft, suchas start and end date, the benefits you elect, such as Software Assurance, and in thecase of Open License business agreements, your digitally signed agreement withMicrosoft.c. Depending on what it is referred to by the type of licensing program, each licensingID, entitlement, and enrollment has a child relationship to the parent agreement. Thelicensing ID is the end item, such as the actual software and the license keys andenrollment that you order under the parent agreement.19

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe License Summary pageThe License Summary page provides details of all of your licensed Microsoft products across allVolume Licensing programs. You can view the effective quantity of your licenses across all youractive and inactive Microsoft Live IDs. The License Summary displays all licenses that you areauthorized to view and modify.Filter your search resultsIf your initial search displays too many results, you can filter the results using search criteria.To narrow your search results, select Filter Licensing IDs included in this summary. Thencomplete one or more of the following fields for the licenses you want to find: Organization Licensing ID City Country MBSA Parent Program (Campus/Schools, Enterprise or Government)When you are finished, select Search.20

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe License Summary displays a table with six columns of information about each license. 21Product Pool - This identifies the product type from three choices: Application, Server,or System.License Product Family - The name of the product.License Version - The product version.Effective Quantity - The set number of Volume Licensing entitlements. This indicatesthe highest version of a product that may be used. Volume licensing customers maycombine all of their licenses to install an earlier version, or divide their deploymentbetween older and newer software versions.

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDE Unresolved Quantity - The number of upgrade licenses without a base license.Active SA Quantity - The number of licenses covered by Software Assurancecomplimentary benefits.NOTE Unresolved quantity occurs when:- A customer purchased an upgrade license but has not purchased a base license for the fullylicensed product, or the base license cannot be found.- A customer purchased a computer with Original Equipment Manufacturer (OEM) softwareinstalled from a retail outlet. As a result, the base licenses are unknown to the VLSC since theseproducts shipped with OEM software, such as the Windows operating system or Microsoft Officelicenses. When a non-Volume Licensing base license is present, a Volume License can be used toupgrade a non-Volume Licensed OEM product. The unresolved quantity can be added to theEffective Quantity column.Active SA Quantity is for Software Assurance customers who receive complimentary productupgrades.Additional license informationThe License Summary page displays three additional items above the license table:22 License Summary FAQs View Relationship Summary (described in the next section below) Download license information

MICROSOFT VOLUME LICENSING SERVICE CENTER USER GUIDEThe Relationship Summary pageThe Relationship Summary page provides the summary of a customer’s business relationshipwith Microsoft. It details all of the licensing agreements that the customer has permission toview, such as Volume Licensing agreements, Licensing IDs, enrollment details, and ParentProgram details.You can also use this page to view status details for agreement start and end dates,entitlements, Software Assurance benefits, license details related to your business (yourorganization and business contact information), the agreement status, your organizationinformation, license ID, MBSA, and Parent Program information.Number12323NameFilter ViewDownload alllicenseinformationLicensing IDPurposeUse the Parent Program and Status drop-down menusto select license IDs to view or manage.a. Select the Parent Program down arrow tofilter the Orders view to view the parentprograms by type (for example, Select).b. To sort your Status search results, select theStatus down arrow to select an option fromthe menu (for example, Active).c. After you have set your filter options, select Go.Use this link to download all licens

The Volume Licensing Service Center (VLSC) is the primary location for Microsoft Volume Licensing customers to view and manage their licensing agreements. A license agreement with Microsoft dic