Storage Software Ordering and Entitlement Storage Software Strategy

Smarter Systems for a Smarter Planet Ordering IBM Storage “Solutions” can be a challenge § IBM Storage “Solutions” – Two brands (System Storage and Tivoli Storage) – Two ordering systems (AAS and PPA) – Two pricers (STG and SWG) Choose the AAS route for your e. Config HW+SW e. Pricer “solution” … Choose the …and miss config and PPA route pricing for the SW assistance portion of for the your “solution”… “‘solution” IBM Confidential AAS PPA …and miss a robust process for managing ongoing software maintenance renewals PPA Subscription & Support “software maintenance” renewal 2 © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Beginning October 7, 2010… § We have integrated the best of both worlds – – IBM Configurator for e-business (e. Config) IBM Pricer for e-business (e. Pricer) AAS “solution” ordering for hardware and software IBM Passport Advantage Subscription & Support for software entitlement management and renewal Choose the AAS route for your HW+SW “solution” … e. Config e. Pricer AAS PPA 3 …and have the software maintenance entitlements automatically created in PPA Subscription & Support “software maintenance” renewal IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Beginning October 7, 2010… § What changed? – e. Config updates to identify many Storage Software products and automatically entitle the software maintenance in Passport Advantage Express ● Since the entitlement is now in Passport Advantage, you will be asked to provide some customer contact information during the order process (see next pages) § What’s the benefit? – Single “Solution” configuration, pricing, and ordering. – Common anniversary date for software Subscription and Support renewals. – Worldwide renewal process for software Subscription & Support (commonly referred to as software maintenance) § Do I need to start ordering differently? – Not unless you want to. All previously available ordering approaches are still available. – If you choose, you will transition to the AAS route for configuring, pricing, and ordering all Storage Solutions. It provides the most robust support for getting the transaction done correctly and quickly. In the background, the software maintenance entitlements for many of the storage software products will be automatically created as PPA S&S records. § What’s the catch? – Clients who order IBM Software brands through Passport Advantage accumulate “points” that can result in deeper entitled discounts. Some IBM Storage Software is available today to be ordered directly in Passport Advantage. For these products, moving orders to AAS will result in a decrease in accumulated PPA “points”. 4 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet IBM direct sales team essentials § Obtain solution software end-user registration information Customer Contact Information Passport Advantage Site Number (if known) Customer Company Information Company Name (full legal name) First Name Street Address Last Name City, State, Province, ZIP/Postal Code Telephone Number Country Fax Number Telephone Number Email address Fax. Number Value Added Tax Number (or country equivalent – Sales aid – Customer Registration Forms ● Translated versions of the Customer Registration Form are available on the Cross Brand Solution Enablement wiki. § Forward customer registration information to your sales support / order entry team 5 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Business Partner Essentials – IBM Distributors and IBM Solution Providers acquiring products from IBM § If selling directly to an end-customer, refer customer to Program licensing terms – http: //www. ibm. com/software/lotus/passportadvantage/pae_agreements. html § Obtain solution software end-user registration information Customer Contact Information Customer Company Information Passport Advantage Agreement Number (if known) Company Name (full legal name) Passport Advantage Site Number (if known) Street Address First Name City, State, Province, ZIP/Postal Code Last Name Country Telephone Number Fax. Number Email address Value Added Tax Number (or equivalent) Reseller Name (if applicable) Reseller IBM Customer Number (if applicable) § Order products using your Partner. Commerce or Partner. Commerce/Servers account and provide end-customer information when prompted 6 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Business Partner Essentials – IBM Solution Providers acquiring products from an IBM Distributor § If selling directly to an end-customer, refer customer to Program licensing terms – http: //www. ibm. com/software/lotus/passportadvantage/pae_agreements. html § Obtain solution software end-user registration information Customer Contact Information Customer Company Information Passport Advantage Agreement Number (if known) Company Name (full legal name) Passport Advantage Site Number (if known) Street Address First Name City, State, Province, ZIP/Postal Code Last Name Country Telephone Number Fax. Number Email address Value Added Tax Number (or equivalent) Reseller Name Reseller IBM Customer Number § Provide end-customer information to your distributor with the order 7 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Beginning October 7, 2010… § Here’s how PPA Subscription & Support renewal works from a customer perspective – You will receive a renewal quote 75 - 90 days in advance of your next IBM Software Subscription and Support anniversary date. * – To maintain active Subscription and Support, simply: ● Review your renewal quote immediately. Then, choose one of the following options to renew: – Contact an authorized IBM Business Partner for final pricing and fulfillment – Contact your IBM Renewal Rep. – Sign in to Passport Advantage Online for Customers** ● It's that simple. *Note: There is a WW PPA S&S Renewal sales team who works to drive closure on these quotes **Note: Passport Advantage Online renewal and ordering is available in most, but not all, countries. In some countries, you may also have the option to take advantage of Automatic or Continuous Renewal to safeguard your IBM Software Subscription and Support (and Fixed Term Licenses) against an unintended lapse in coverage. 8 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Beginning October 7, 2010… § Available for the following software – Storwize V 7000 Mirroring and External Virtualization software – SAN Volume Controller software family – Tivoli Storage Productivity Center software family – Tivoli Storage Flash. Copy Manager software § Look for more IBM Storage Software to join this process in coming months 9 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet But what if…? § What if my customer already has some IBM Storage Software with AAS Software Maintenance Agreements (SWMA)? – Keep using the AAS route. New S&S entitlements will be created in PPA. At the anniversary date, the existing SWMA entitlements will be converted and consolidated with the new PPA S&S entitlements. 10 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet But what if…? § What if my customer already has some IBM Storage Software with AAS Software Maintenance Agreements (SWMA)? – Keep using the AAS route. New S&S entitlements will be created in PPA. At the anniversary date, the existing SWMA entitlements will be converted and consolidated with the new PPA S&S entitlements. § What if my customer already has all their IBM Storage Software in PPA? – You can continue to order in PPA if you want. Or, you can move to the AAS route to gain e. Config / e. Pricer support. The new process means the new AAS orders will have their S&S entitlements added to your existing PPA S&S entitlements. 11 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet But what if…? § What if my customer already has some IBM Storage Software with AAS Software Maintenance Agreements (SWMA)? – Keep using the AAS route. New S&S entitlements will be created in PPA. At the anniversary date, the existing SWMA entitlements will be converted and consolidated with the new PPA S&S entitlements. § What if my customer already has all their IBM Storage Software in PPA? – You can continue to order in PPA if you want. Or, you can move to the AAS route to gain e. Config / e. Pricer support. The new process means the new AAS orders will have their S&S entitlements added to your existing PPA S&S entitlements. § What if my customer has some Storage Software, say SVC or TPC, that was originally ordered in AAS with some additional capacity that was ordered in PPA? – Combines the above two thoughts 12 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet But what if…? § What if my customer already has some IBM Storage Software with AAS Software Maintenance Agreements (SWMA)? – Keep using the AAS route. New S&S entitlements will be created in PPA. At the anniversary date, the existing SWMA entitlements will be converted and consolidated with the new PPA S&S entitlements. For these cases, § there is one more topic to discuss. e. Config will not have an accurate inventory of the customer environment. In § order for e. Config to accurately configure additional TB’s of tiered capacity IBM Confidential software, you will 13 What if my customer already has all their IBM Storage Software in PPA? – You can continue to order in PPA if you want. Or, you can move to the AAS route to gain e. Config / e. Pricer support. The new process means the new AAS orders will have their S&S entitlements added to your existing PPA S&S entitlements. What if my customer has some Storage Software, say SVC or TPC, that was originally ordered in AAS with some additional capacity that was ordered in PPA? – Combines the above two thoughts © 2010 IBM Corporation

Smarter Systems for a Smarter Planet e. Config Scenario § For whatever reason, you do not have an accurate e. Config Inventory File (. crf) for your customers IBM Storage Software § After talking to your customer, you learn that he has the following: – 15 TB of SVC Base Virtualization – 15 TB of SVC Flash. Copy – 15 TB of Flash. Copy Manager – 15 TB of Tivoli Storage Productivity Center for Disk § Your customer wants to buy 15 TB of additional capacity (30 TB total) for all of the above 14 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet e. Config Scenario § Steps to configure the order in e. Config 1. Create a dummy base configuration file (. crf) in e. Config that represents the current customer inventory 2. Load that dummy inventory file as your starting point for adding the newly requested capacity 3. Save the resulting inventory file for future use 15 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Click this button to view Export Options Notice the 15 TB base configuration, in the right tiers, we have created for each software product. At this point, prices are irrelevant. 38 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet e. Config Scenario § Steps to configure the order in e. Config 1. Create a dummy base configuration file (. crf) in e. Config that represents the current customer inventory 2. Load that dummy inventory file as your starting point for adding the newly requested capacity 3. Save the resulting inventory file for future use 41 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet Scroll down to the “Software Orders” section Notice the additional 15 TB capacity, in the right tiers, we have added to our base configuration. You can now submit to e. Pricer. 59 IBM Confidential © 2010 IBM Corporation

Smarter Systems for a Smarter Planet e. Config Scenario § Steps to configure the order in e. Config 1. Create a dummy base configuration file (. crf) in e. Config that represents the current customer inventory 2. Load that dummy inventory file as your starting point for adding the newly requested capacity 3. Save the resulting inventory file for future use 60 IBM Confidential © 2010 IBM Corporation