Account Set up and customer creation

Summary

Highlights

• Mr. Bachelor introduces the essentials for becoming a government TSP on Azure 🗣️
• Logging into the Partner Center requires updating a temporary password for new accounts 🔑
• Use incognito mode to avoid cached credential issues when accessing Azure and Partner Center 🌐
• Assigning the correct roles in Azure Active Directory is crucial for managing user permissions 🎛️
• Creating a customer tenant and setting up subscriptions are critical steps in onboarding 🚀

Key Takeaways

• Setting up as a government TSP requires completing forms and agreements 📝
• Use private browsing to avoid credential mix-ups when logging into the Partner Center 👤
• Admin agents have vast permissions; be careful when assigning roles 🔑
• Creating a customer tenant in Azure Government Cloud is straightforward and essential for service management 🌐
• Ensure customer admin accounts have owner permissions in the Azure portal to manage resources efficiently ⚙️

Overview

Chapters

• 00:00 - 00:30: Introduction The Introduction chapter is a guide for new government TSPs (Transportation Service Providers) on the initial steps to get set up. It begins with a greeting from Mr. Bachelor, who informs the audience about the requirements needed to start operations as a government TSP. The chapter emphasizes that once all forms are filled, agreements are signed, and terms and conditions are accepted, the individual or entity is considered ready to proceed. It sets the stage for detailing the next steps required for full operational readiness.
• 00:30 - 01:00: Program Value Points This chapter highlights the value points of the program, emphasizing the ability to create solutions that allow users to directly bill their customers and provide extensive services. The program extends beyond Azure, facilitating robust customer relationships by positioning the user as the primary contact for support and ongoing interactions. The partner center is also introduced as a key solution in this ecosystem.
• 01:00 - 03:00: Account Setup and First Login The chapter titled 'Account Setup and First Login' discusses the initial steps necessary to set up an account and successfully log in for the first time. It emphasizes the need to have certain prerequisites ready, such as an existing account created during the signup process. The chapter aims to guide the user through managing and creating customer functions, acting as a comprehensive class for handling single payments.
• 03:00 - 04:30: Navigating the Partner Center This chapter guides users through the initial login process to the Microsoft Partner Center. It describes how first-time users are prompted to update their temporary password and what they can expect to see upon signing in, such as the dashboard. Users are introduced to the basic navigation elements, helping them to familiarize themselves with the Partner Center interface.
• 04:30 - 09:00: Creating a Customer in Partner Center The chapter 'Creating a Customer in Partner Center' discusses the limitations and functionalities of the system, specifically in setting up account permissions and management for the government community cloud through the designated portal. It stresses the importance of having the right permissions and administrator access when setting up the account.
• 09:00 - 13:00: Logging in as the Customer The chapter titled 'Logging in as the Customer' discusses the process of accessing the management portal, also known as the partner center. It highlights the steps involved in navigating through the portal, focusing on the few navigation buttons available on the left-hand side. The description emphasizes ensuring proper browser functionality by reloading the page if necessary. The objective is to provide an overview of how to effectively log in and manage the customer account within the portal.
• 13:00 - 17:00: Assigning Customer Permissions When assigning customer permissions, it's crucial to perform operations in a private browsing session. This ensures that the correct credentials are used and avoids issues related to cached cookies from different accounts, whether personal or work-related. Operating in private mode helps ensure that the correct procedures are followed with the right account.
• 17:00 - 17:00: Testing Customer Setup The chapter titled 'Testing Customer Setup' appears to cover updates and changes in the partner center, emphasizing new features and interface changes. The presenter mentions that this is the second video in the series and indicates that a tour of the changes is available. They also mention setting up on the Azure portal.

Account Set up and customer creation Transcription

• 00:00 - 00:30 hey folks good morning mr. bachelor here coming to share with you a few of the initial things that you need to do to get set up as a government TSP so you've gone through all the processes you've gotten all the forms you have agreed and find you're deficient with terms and conditions and you've done all the agreements so you're ready to go so what happens next so two things that you need to keep in mind is you got to have your
• 00:30 - 01:00 credentials and you're ready to forward and and again I mean I'll just touch on a few of the value points of our program which is I mean allows you to create solutions didn't directly bill your customers you provide them all the services value that you can attach you know to Azure as well as anything else that you can do to go above and beyond you're the first point of contact for those customers from support perspective and you continue to build an ongoing customer relationship with them our partner center which is the solution
• 01:00 - 01:30 that allows you to manage and create customers functions as a single payment class so we'll go we'll go through a couple of those scenarios today as to how to get set up and get started so without further ado let me go ahead and go through this so we don't a--first to do this as I said you need to have a few things ready on your end so you probably have an account and there was that as that was given to you through the signup process and you're coming to
• 01:30 - 02:00 partner center that Microsoft comm it looks something like that you'll click on on login and you will be prompted to provide your account a password for a first-time for a first-time set up but you will be asked to update your temporary password so you can see here that I've started this process and I'll click sign-in and this will take me to partner center so we the first time you log in as I said you will probably you know you will come here you can click on the dashboard you will be seeing a couple of things and you'll be
• 02:00 - 02:30 wondering well what what can I really do there's not a lot for me to do now because you you have fairly fairly limited functionality in terms of what can be done and what are some of the feds that can be taken so after one-time operation we need to make sure that your account is set up with the right permissions in the right spot all account management set up for permissions and administrator access and all that on stuff for our government community cloud is done in that portal
• 02:30 - 03:00 for our management which is also known as your management portal so we'll take a look at that as well and we'll go through that process in just a few seconds so as partner Center loads you will notice here and it's even a second here you will notice that there's a few only a few buttons on the left hand side for from a navigation perspective so let's give it a minute I will hit reload just to make sure that the browser is not doing something
• 03:00 - 03:30 interesting for me and one thing that I would also recommend is as you do all these operations make sure that you're doing this in a private session just to make sure that you're using the right credential that all of the cookies that you might have cached across you know moving from accounts cuz you may have a personal account you may have a work account and maybe somewhere floating around you so make sure to do this you know in private or in comedo and in that way you can ensure that you're doing the right steps with the right account so
• 03:30 - 04:00 once it loads I will make sure to show you what the immediate things to do so while this loads come and set up here on the other side of the screen I'll pull up the azure portal but now this has come for us so you will notice a few things this is the second video we're doing of this story you see that the the the partner Center has changed a little bit it has a couple of blades and and a few highlights here and there so there's a tour that you can take I will
• 04:00 - 04:30 recommend you to go through it to understand what are some of the features I will skip it for now but make sure to review it later so first thing to notice make sure that you see these on top right hand side this is the Microsoft year's government cloud if you're not seeing these that means that you're logged in with your commercial account so first time login you see a couple of things there's not much to do CSP overview where do I get started why what do I do now so how close this window and then I'll come to
• 04:30 - 05:00 portal the roger-dodger ends which is the way for us to login into that into the management portal and here as you can see this cashed out some of my previous credentials but let me well get a log out and then log in with the account that i had just created so go ahead and select it I will log in with my newly created account they will log me and make sure that you are logging into the right spot and you will see
• 05:00 - 05:30 this is your all apartment tenant so this is for you to manage your users and you can do a couple of other API integration functionality here but as I said this is your roll up company parent tenant as a partner this is where you just manage your own internal users so if you want to have extra administrators people that will help your customers here is where you want to create them and all of that happens in the Azure Active Directory blade we will go into the Azure Active Directory first and as I said it's a one-time operation you
• 05:30 - 06:00 will come into users and you will see that there's a lot of users here for my tenant and I've created all of these folks in the past but we care about one specific account today which is our safety GA test one so I will selected I will go a little bit deeper into it and you will see that it has a group membership when you log in for the first time you will notice that this account has no group memberships you will have zero you need to make sure to add to your account the admin agents group so you will click on the add a few groups
• 06:00 - 06:30 who show up by default CSD has three groups admin agents help desk agents and sales agents admin agents it's think of it as an all up adding is the global I mean anyone with this can create customers create subscriptions they can create all kinds of things help desks allows your customers to service create service and create support ticket and the sales agent allows you to manage subscriptions and see billing details admins can do all of that so be careful
• 06:30 - 07:00 as to who you give what access to so you can select as I said to to complete the one-time setup you select admin agents you you know click select here and it will save it I'm already on that mean agent so I'm not going to go through this process again but for any new account that you create any new user that you want you can go through these steps and give them the right and manage their permissions after you've done this I will you know exit the azure management portal because I've done this once I'm done and I'll go back to my
• 07:00 - 07:30 dashboard so if you see now that I'm logged into my dashboard I can see more many more things like many customers cells of course building as you're spending all of these things that I can do this account which has already been you know been active at a couple of times so I have a recurring bill that is so very landing you will see a summaries here and the Quick Links of course that you may want to review in your leisure in the future as you log into the portal but let's go quickly to one scenario which is the customer creation this will
• 07:30 - 08:00 give you an idea of how fast you can create a customer virtually that you've gone through the process of you know already acquiring a customer you just talk to them and they've told you hate I need to measure how do i how do I accomplish this and what do i what do i do first right where do I start so you need to make sure that you validated them the indeed a true government entity and that they're able to go into the azure cloud and after
• 08:00 - 08:30 you've done that then you can come here to the Parker center and create their first tenet this tenant will be leaving associating to the into the government in community cloud so that way you can you know move forward so looks like I'm getting an interesting error let me login and logout again as I said sometimes all the switch between accounts make us some of these scenarios for you you know not not move forward so let me sign in click sign in
• 08:30 - 09:00 I will select my admin account I will log into your real past and I'm back in perfect so let's go ahead and create our first customer so a creaking customer as I am an admin agent I can already create and manage all my customers like how many customers here as you can see how loud one more and
• 09:00 - 09:30 let's start with them selecting United States that's given that this is the community for only US government we can only select US territories so you can see that this is fairly limited from which country we can select so I'll create this my demo customer test I will create a domain for them this will be your customers tenant so so keep that in mind if your customer is code you know Department of something you may want to
• 09:30 - 10:00 think about giving them the right domain that is significant to them as you and this is something that they may help you define so I will call this the part Department of D or demo let's make it you know let's make it you know a little bit more official and so it looks like there's going to be a check the domain is available perfect I will give them an address for simplicity I will use you know my address here and
• 10:00 - 10:30 this is all validated so make sure you do enter a correct address because it will probably not not work otherwise and then I'll enter it my email here and then click Next so now that I captured all my customer details which is great it is moving along pretty quickly I'll select the azure government CSP
• 10:30 - 11:00 subscription in the future as new subscriptions and features you know become available they will all show up here and you'll be able to select it so I'll select the other government TSP subscription I'll click Next in review even give me all the details of the things that I have done and then lastly click Submit the poll will take a couple of minutes and it will create you know the account in the subscription by default every customer created within CSP is created with one see subscription where they can start doing you know immediately you know access it
• 11:00 - 11:30 and you work for them and you can add many more subscriptions after that as you create them so you will see here that we have this is the department of demo this is the admin user that was created for this customer so what I'll do is I'll open a notepad here and I will bring this up so I can save it for future and I have also my temporary password I'll come back here perfect
• 11:30 - 12:00 that copied it and just for sake of of security I will copy the company's domain as well so I can have it for reference in case I do it then I see a couple of more details and then when I click done basically my customer is created their tenant is ready to be used and they can do a couple of things now if they wanted to to login for example they can come in here and I will say let
• 12:00 - 12:30 me open actually a new employee window so by the way you can make sure that nothing is falling through I will come to portal door - it'll us I gotta make sure that I sign out and I will use another account in this case I am going to use my customers account that I just created so if you remember it was odd name our department of demo comm you can see that the account is
• 12:30 - 13:00 here I will click Next I will enter their temporary password one time I'm able to puppy it so I will enter their temporary password here and I will be asked to change it and
• 13:00 - 13:30 hopefully this match maybe after I've changed my temporary password and the customer will be able to login and and you know take a look at their Azure management portal by default you know there's nothing here but here is real it'll you or they depending on how your agreement is and how you structure that relationship will be able to create virtual machines and storage account and all those workloads that they need to manage you can notice here in the top right that I'm logged in
• 13:30 - 14:00 as my administrator for the customer my domain and everything is looking great so what do I need to do now so let's say that I wanted to create you know I met new resource let's say I want to create a you know virtual machine so I'll come here I'll click create a new resource and I will click compute which is my virtual machine I would like to see them all because I probably want something specific I want a Windows Server and then I'll click create then I'm going to
• 14:00 - 14:30 get this error that says oh my god we don't have another subscription and then you think well how it is possible we just created one well you did create it but getting to ensure that your customer is main has been made a owner of it so how do we do that so we'll go into the portal roger-dodger us so with you as the global administrator will have to login into the customers poll again it's
• 14:30 - 15:00 a one-time thing you're logging to the customers total into their tenant with your global administrator and give them the right permissions so here is what I'm going to do I'm going to come here I'll sign out and I will go into portal door as your let us walk and compare once you log in to the customers tenant I will append after us the customer standard which is Department of demo go on microsoft.com
• 15:00 - 15:30 click enter now he will tell you tell me which account do you want to use so I have a couple of accounts that I can use of course the one that the customers we don't want to use that you want to use the one that you have as a global admission so as a global administrator and going to log in now thank you so now
• 15:30 - 16:00 you can notice that I'm logging to the part that of demo with my with my global administrator so this is my tour test test SFC SP azure which is my parent tenant but I'm long leaning to the Department of Daniel Dennett so again if this is you as a global initiator logging into the customers so I'll go into the azure actually I'll go into all services and
• 16:00 - 16:30 look to see which subscriptions like that usually subscriptions is not something that is selected by default I always recommend folks to select it and make it a default favorite sort of fail to show up here so that it that way it's easier for your navigate so you go into the descriptions you will see here that there is a government is this description that we created earlier you can select it and then we will go into the access control and there is no
• 16:30 - 17:00 assignment so what we want to do is we're going to click Add and you will see the one user that exists in to this parent which is your demo customer administrator right so we'll selected we'll give it a role which we want to make it an owner whole click Save now if I log back in into these accounts with my demo customer test administrator who
• 17:00 - 17:30 will be good to go let's test that out so that way you know we can make sure that we're on the right scenario so I'll sign out of here and we're going to portal Roger the US Department of demo go to Microsoft um and then I login with my admin at Department of demo term come I'll attempt to create a virtual
• 17:30 - 18:00 machine again compute feel like the Windows Server recreate and now the story changes here now I can begin to you know provided all these different scenarios that I that I wish you know
• 18:00 - 18:30 create by it my username my password confirm the password select which region I wish to deploy it to etc etc so with this you will be pretty much ready to have your your customer moving forward as you can see in just a matter of minutes which set you up we've created your first customer and we've been able to keep this operation off so we'll conclude this video don't you know don't forget to reach out if you have any other questions or concerns we'll record a couple of more that touch on a few of
• 18:30 - 19:00 the other basics of the partner Center and make sure to tuning so thank you for joining us and we'll talk to you soon