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VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com
Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at
http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be
trademarks of their respective companies.
P R O F E S S I O N A L S E R V I C E S P R O G R A M G U I D E L I N E S
VMware
®
Consulting and Training Credits
Customer Program Guide
Frequently Asked Questions
P R O G R A M G U I D E L I N E S – F E B R A U A R Y 2 0 1 2
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 2
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
Table	
  of	
  Contents	
  
1.	
   What	
  are	
  VMware	
  Consulting	
  and	
  Training	
  Credits?	
  .........................................................	
  3	
  
2.	
   What	
  are	
  the	
  benefits	
  of	
  VMware	
  Consulting	
  and	
  Training	
  Credits?	
  .................................	
  3	
  
3.	
   How	
  do	
  VMware	
  Consulting	
  and	
  Training	
  Credits	
  work?	
  ..................................................	
  3	
  
4.	
   How	
  do	
  I	
  buy	
  VMware	
  Consulting	
  and	
  Training	
  Credits?	
  ..................................................	
  4	
  
5.	
   How	
  do	
  I	
  activate	
  an	
  account	
  for	
  VMware	
  Consulting	
  and	
  Training	
  Credits?	
  .....................	
  4	
  
6.	
   How	
  do	
  I	
  redeem	
  VMware	
  Consulting	
  and	
  Training	
  Credits?	
  ..........................................	
  12	
  
7.	
   How	
  do	
  I	
  view	
  VMware	
  Consulting	
  and	
  Training	
  Credits	
  account	
  activity	
  and	
  balances?	
   18	
  
8.	
   Do	
  VMware	
  Consulting	
  and	
  Training	
  Credits	
  expire?	
  ......................................................	
  18	
  
9.	
   Miscellaneous	
  information	
  about	
  VMware	
  Consulting	
  and	
  Training	
  Credits	
  ...................	
  19	
  
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 3
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
1. What are VMware Consulting and Training Credits?
VMware Consulting and Training Credits are prepaid service dollars that can be redeemed for any combination of VMware
packaged consulting, custom consulting and education services. Credits provide you, the customer, with the flexibility to allocate
budget up front and then use the services when needed.
Credits are sold and redeemed in USD, AUD, EUR, GBP and JPY currency.
Important: Credits accounts cannot be used until you activate them. Credits expire one year from the date of purchase, regardless of whether the
account has been activated; even unactivated accounts will expire. When a credits account expires, it cannot be extended.
2. What are the benefits of VMware Consulting and Training Credits?
• Greater flexibility – You can apply credits as needed toward education and consulting services and take advantage of budgeting cycles.
• Built-in value – Credits include volume discounts for packaged consulting and training.
• Less administrative effort – You can accelerate order fulfillment by purchasing credits in bulk.
3. How do VMware Consulting and Training Credits work?
• Credits are administered through an automated system, which you access through a VMware portal. You assign rights, administer
myPaymentAccounts specifics and receive regular reminders about the credits remaining in your account.
• When you are ready to implement VMware technology or register for classes, you can do so from the VMware portal.
• You, the customer, apply the credits toward the purchase order for greater flexibility and less administrative effort. Credits and cash
currency cannot be mixed in a single purchase, except when applied to a custom Statement of Work (SOW). Travel and expense (T&E) can
be purchased with credits at list price per credit by volume.
3.1 What is the unit of measurement for credits?
The following chart shows the equivalent national currency units for each USD $100 credit. Prices differ according to the volume of
credits purchased:
!"# $%&'%()*+,-. #!/ 012 3#4 5#/ 627
!89:94:; <=<>; ?<;; @AB C%D< ?<EA F<;G>>H
!89:94:<; <><=B;; ?H; @BD C%AI ?<IJ FHG>;I
!89:94:<> B;<=<GJ;; ?D> @B> C%BH ?<J> FDGHA>
!89:94:J; <GJ;<K ?D; @B< C%B> ?<<A FDGEEA
3.2 Can credits be used as payment for services and education?
Yes. When redeemed for education and package consulting services, each credit is equivalent to USD $100. When purchased in
volume, credits are applied to custom consulting services, T&E, and technical account managers (TAMs) at the list price per credit
by volume.
3.3 How are credits used as payment for travel and expenses (T&E)?
In North America, or regions where T&E is a separate line item, credits can be redeemed for T&E at the regional list price. In the
United States T&E is USD $2,200 per week. Credits are applied to T&E at the list price per credit by volume. When T&E is bundled
into the price of the packaged service, as in Europe, credits can be redeemed for the entire packaged service as a whole.
3.4 How are credits used as payment for technical account managers (TAMs)?
The TAM program is delivered as an at-cost service by VMware; therefore, credits must be applied according to the list price per
credit by volume. For example, when purchasing 650 credits, the list price of each credit is USD $90, for a total of USD $58,500
(650 x $90 = $58,500). You can then redeem the credits for a TAM listed at USD $58,000 for 645 credits ($58,000 / $90 = 645
credits).
3.5 How are credits used as payment for custom engagements?
For custom consulting engagements, only one discount applies. Discounts are calculated into the SOW, and Professional Services
Organization (PSO) VMware Consulting and Training Credits are applied according to the list price per credit by volume. For
example, if you purchase 200 credits, the list price of each credit at that volume is USD $90, for a total of USD $18,000 (200 x $90 =
$18,000). The solutions architect preparing the SOW calculates the correct charge and quotes the fee in credits. For example, if the
SOW is valued at $20,000, 223 credits at $90 will be used ($20,000 / $90).
3.6 In what currencies can credits be purchased and redeemed?
VMware Consulting and Training Credits can be purchased and redeemed in USD, AUD, GBP, EUR, and JPY currency. Credits are quoted and
billed in local currency at the time of sale. Purchased credits are treated as a global currency and retain their value for the life of the payment
account. They can be consumed for any service that supports credits as a payment method.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 4
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
4. How do I buy VMware Consulting and Training Credits?
4.1 Where can I purchase VMware Consulting and Training Credits?
You can purchase VMware Consulting and Training Credits directly from VMware or from authorized reseller partners through
distributors. Credits are available for purchase globally. Credits purchased in one country can be redeemed in another country.
You can also purchase credits (limit 150 credits) using credit cards through the VMware.com store at
http://www.vmware.com/vmwarestore/; choose Training > VMware Consulting and Training Credits from the drop-down menu
bar.
4.2 Do I need to specify whether credits will be used for consulting or training at the time of
purchase?
No.
4.3 Is a Statement of Work (SOW) required at the time of purchase?
A SOW is not required at the time of purchase. However, if you opt for custom consulting, a signed SOW is required prior to the
engagement. If credits are sold through a reseller and you want to redeem the credits for custom consulting, you must sign a $0
SOW to allow VMware consultants onsite to scope requirements. SOW consulting activity can begin only after PSO Operations
opens a VMware Consulting and Training Credits account and you activate the account.
4.4 What happens after I submit a purchase order?
When VMware receives the purchase order for credits, and the sales order with the VMware Consulting and Training Credit SKU is
booked, an account is opened in myLearn and an email is sent to the customer listed on the purchase order or sales order as the
account coordinator.
When you purchase credits online at the VMware.com store, you specify an email address, and information about the account
activation is sent to that address.
5. How do I activate an account for VMware Consulting and Training Credits?
To redeem credits, you must activate the credits account. All accounts, activated or unactivated, expire one year (12
months) from the date of purchase.
5.1 How do I activate the credits account?
An email request to activate the VMware Consulting and
Training Credits account is sent to the customer listed as the
account coordinator.
That email includes a link for activating the account.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 5
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
Clicking on the emailed activate and configure link opens a setup
screen:
The re-assign the account coordinator link sends you to an
Account Info: and Access Method: selection page.
5.2 Can the account be customized for use by more people and divisions within the company?
Yes. During the account activation process, the account coordinator can manage and configure the account, including assignment
of privileges to other people (designated users).
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 6
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
5.3 How do I manage my VMware Consulting and Training Credits account?
Go to http://www.vmware.com/education and click
Login.
Tip: Click Login Help if you can’t remember your
login details.
After you log in, select myPaymentAccounts on the right.
Click Edit to view or edit current configurations.
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VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
5.4 How do I change the account’s administrator (coordinator)?
To reassign the account management responsibilities
to another user, click Edit next to your name in the
General Properties section.
Enter the new Account Coordinator
Information. Click Continue
A notification email is sent
to the new account
coordinator, asking to
configure the account.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 8
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
5.5 How do I configure account payment?
There are three configuration options to choose from: Named Users, Named Domains, and Passcode.
5.5.1 Configure Access Method – Named Users
To configure the access to Named Users, follow these steps:
1. Click	
  myPaymentAccounts	
  on	
  the	
  right.	
  
2. Select	
  Named	
  Users	
  and	
  click	
  Continue.	
  
3. Enter	
  the	
  user’s	
  details.	
  
4. To	
  add	
  other	
  users,	
  click	
  Save	
  &	
  Continue.	
  	
  
5. Select	
  Save	
  &	
  Finish	
  when	
  finished	
  adding	
  
users.	
  
If you need to change the access method,
click the myPaymentAccounts tab and
use the Edit link in the Method section.
Select Named Users and click Continue.
Enter the user’s details.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 9
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
A new myLearn account will
be auto-created for accounts
that don’t already exist
(based on email address).
To add other users, click
Save & Continue.
Select Save & Finish when
you finish adding users.
If you need to change the access method,
click the myPaymentAccounts tab and
use the Administrator Edit link in the
Access Control Method section.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 0
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
5.5.2 Configure Access Method – Named Domains
To configure the access to Named Domains,
follow these steps:
1. Click	
  myPaymentAccounts	
  on	
  the	
  
right.	
  
2. Select	
  Named	
  Domains	
  and	
  click	
  
Continue.	
  
3. Enter	
  the	
  details	
  of	
  the	
  domain.	
  
4. To	
  add	
  other	
  domains,	
  click	
  Save	
  &	
  
Continue.	
  
5. Click	
  Save	
  &	
  Finish	
  when	
  you	
  finish	
  
adding	
  domains.	
  
If you need to change the access method, click
the myPaymentAccounts tab and use the Edit
link in the Access Control Method section.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 1
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
5.5.3 Configure Access Method – Passcode
To configure the access to Passcode, follow these
steps:
1. Click	
  myPaymentAccounts	
  on	
  the	
  
right.	
  
2. Select	
  Passcode	
  and	
  click	
  Continue.	
  
3. Enter	
  a	
  passcode	
  of	
  your	
  choice	
  (no	
  
required	
  format).	
  
4. Click	
  Save.	
  
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 2
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
If you need to change the access
method, click the
myPaymentAccounts tab and use the
Edit link in the Access Control
Method section.
5.6 What if I have a problem such as not receiving the account activation email or an incorrect
credit balance?
For questions or concerns, email psocredits@vmware.com or call 1-866-377-4710.
6. How do I redeem VMware Consulting and Training Credits?
6.1 How do I redeem credits for classes?
Go to http://www.vmware.com/education and log in. Only an account coordinator or designated user can access the account.
6.1.1 Registration using Consulting and Training Credits
Before starting registration, ensure that you have access to your account:.
• The	
  account	
  must	
  be	
  active	
  and	
  not	
  expired.	
  
• The	
  account	
  must	
  have	
  an	
  available	
  balance.	
  
• You	
  are	
  the	
  account	
  coordinator,	
  or	
  the	
  account	
  has	
  been	
  configured	
  by	
  the	
  coordinator	
  to	
  give	
  you	
  access:	
  
o If	
  the	
  account	
  was	
  configured	
  to	
  Named	
  Users:	
  Your	
  account	
  is	
  listed	
  as	
  a	
  named	
  user.	
  
o If	
  the	
  account	
  was	
  configured	
  to	
  Named	
  Domains:	
  An	
  email	
  domain	
  (e.g.,	
  liu.com)	
  is	
  listed.	
  
o If	
  the	
  account	
  was	
  configured	
  to	
  Passcode:	
  You	
  know	
  the	
  account	
  ID	
  and	
  the	
  passcode.	
  
	
  
When	
  you	
  have	
  confirmed	
  the	
  above	
  conditions,	
  continue	
  with	
  the	
  registration.	
  
	
  
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 3
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
6.1.2 Registration through PSO Credits – Named User or Named Domain
Browse the classes and course catalog on
the http://www.vmware.com/education
site by clicking Find a Class.
After choosing your
class and provider, click
the corresponding
Register Now button.
Note: If you select a class at a VMware Authorized Training Center (VATC), the request is forwarded and the PSO Credits are redeemed only
when the VATC confirms the seat in the class.
Click Yes, authorize my
payment via VMware Credits
to redeem the number of credits
specified for the class.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 4
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
For non-VATC class registrations, locate the Fee
Information section and select the Credits box. Confirm
the mailing address, read the terms and conditions, and
then select I have read and agree to the above Terms.
Click Continue.
On the next screen, the Payment Options section
lists the PSO Credits accounts that are available to
you (according to your user account email or
domain).
Under Amount, enter the number of credits to
apply to the registration.
Then click Make Payment(s).
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 5
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
After processing, a summary of
registration and next steps appears.
6.1.3 Registration through PSO Credits – Passcode
Browse the classes and course catalog on the http://www.vmware.com/education site by clicking Find a Class.
For non-VATC class registrations, locate
the Fee Information section and select the
Credits box. Confirm the mailing address,
read the terms and conditions, and then
select I have read and agree to the above
Terms. Click Continue.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 6
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
Enter the PSO Credits account ID and passcode,
and click Sign-in.
After processing, a summary of
registration and next steps appears.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 7
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
6.2 How do I redeem credits for consulting?
1. Go to http://www.vmware.com/services/consulting_request.html; no login is necessary. Both packaged and custom consulting
engagement types are provided.
2. Complete the online Consultant Engagement Request form and submit it. (This form is also available from the navigation menu
when the account coordinator or designated user is logged in to the portal.) This form goes to VMware Consulting Operations.
Processing may take up to three (3) business days.
3. Confirm use of the credits for the engagement. A PSO Operations coordinator will contact the account coordinator for
confirmation.
6.2.1 Who will contact me to deliver this service?
A PSO operations coordinator will contact you to schedule the delivery of the service offering.
6.3 Can I use a combination of cash and credits for the same engagement or training class?
You can apply a combination of cash and credits to custom engagements only. For education delivered by VMware or packaged
services, you must use one or the other (cash or credits). If you don’t have enough credits, purchase additional credits to fully fund
the activity.
If you attend a class from a VATC, ask the VATC whether a combination is accepted.
6.4 Can I use a combination of cash and credits for purchasing TAM slices?
No, you cannot mix payment types for purchasing TAM slices.
6.5 How are credits redeemed for TAMs?
1. Request the TAM service using the Consulting Engagement Request form on vmware.com.
2. Indicate that payment is to be made by credits.
3. VMware will verify that there are sufficient credits and will request a TAM on your account.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 8
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
7. How do I view VMware Consulting and Training Credits account activity and balances?
To view credits, the designated customer
account coordinator must go to
http://www.vmware.com/education.
1. Log in (under Services) and click the
myPaymentAccounts under My Account.
2. Click myPaymentAccounts tab.
Each purchase of credits is a separate line item.
Consulting and Training Credits account
coordinators can view the redemption
activity of a credits account by logging in
and clicking the Paid link under
myPaymentAccounts.
8. Do VMware Consulting and Training Credits expire?
Yes. Credits expire one year from the original date of purchase whether or not you have activated the credits account. If a credits
account has expired, it cannot be extended.
8.1 Is there a time restriction for completing my training or service?
For education, all courses must be completed prior to the credits’ expiration date.
For consulting, the Customer Acknowledgment Form (CAF) (http://www.vmware.com/services/acknowledgement.html) is required as proof of
delivery for packaged consulting, and a Milestone Completion Form (MCF) is required as proof of delivery for custom consulting Statement of
Work (SOW) forms. Custom consulting SOW and MCF are available from your Service Sales Manager (SSM) representative or TAM.
8.2 What notifications will I receive regarding my credits account?
You will receive emailed activation notices: One is sent after the account is opened, and another is sent two weeks after the first notice.
Afterward, an activation notification is sent every month until the account is activated.
Each month, you will receive monthly credits statements regardless of whether the account has been activated. After you redeem the credits and
the account balance is zero, no further monthly credits statements are sent.
Email notifications are sent to the account coordinator to request that action be taken to redeem credits before expiration.
Notifications are sent 90 days, 60 days, and 30 days before account expiration.
F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 9
VMware
®
Consulting and Training Credits
Customer Program Guide and Frequently Asked Questions
8.3 What if I want a packaged consulting engagement delivered, but my account is due to expire
around the time of delivery?
If your credits account is due to expire around the time you plan to take advantage of packaged consulting services, complete the following tasks
before the credits expire:
• Contact your Service Sales Manager (SSM) representative or TAM to determine whether you are eligible for an extension. If eligible,
complete and submit the following forms.
• Complete and submit your PSO Credits account number with the Consulting Engagement Request form available from VMware
(http://mylearn.vmware.com/portals/consulting/).
• After delivery of the consulting engagement you must complete a Customer Acknowledgment Form, available from VMware, which
is required as proof of delivery for packaged consulting (http://www.vmware.com/services/acknowledgement.html).
Note: Any request related to expiration must be completed before the credit expiration date.
8.4 What if my credits are due to expire for a custom consulting engagement?
If your credits account is due to expire around the time you plan to take advantage of a custom consulting engagement, complete the following
tasks before the credits expire:
• Contact your Service Sales Manager (SSM) representative or TAM to determine whether you are eligible for an extension. If eligible,
the SSM / TAM will provide you with a Statement of Work (SOW), and as required the Milestone Completion Form (MCF) and/or
Project Change Request (PCR) form.
• Complete and sign a Statement of Work (SOW) available from your SSM or TAM.
• When requested by your SSM or TAM, complete a Milestone Completion Form (MCF) as proof of delivery for the SOW(s).
• When requested by your SSM or TAM, complete a Project Change Request (PCR) form for the SOW.
Note: Any request related to expiration must be completed before the credit expiration date.
8.5 I am interested in attending a class. What do I need to know about the expiration date of my
credits account?
The training must be completed before the expiration date of the account.
8.6 What if I would like to schedule an onsite class, and my credits account is expiring on or prior
to the date of the class?
You will need to request an extension to the credit expiration date. Send extension requests to PSOCredits@vmware.com.
9. Miscellaneous information about VMware Consulting and Training Credits
9.1 If I redeem credits for a 60-day consulting project, but use only 45 days of consulting and then
cancel the remaining phases of the engagement using change control, can I get a refund on the
remaining credits balance?
VMware has a “no refund” policy for all products and services. In this specific case, if you cancel or meet all the deliverables in
a shorter timeframe than the Statement of Work (SOW) specifies, submit a Change Order. You can then use any remaining credits
for up to one year from the original date of purchase.
9.2 Can I combine more than one credits account into one account?
No. Because the credits were purchased at different times, VMware cannot combine the accounts.
9.3 Can credits be used to purchase VMware licenses?
VMware Consulting and Training Credits cannot be redeemed for license purchases unless those licenses are sold as a service, as
in the VMware Desktop Infrastructure Pilot, which includes licenses for VMware Desktop Manager.
9.4 Can credits be used for VMware Support and Subscription (SnS)?
No, Consulting and Training Credits can be redeemed for VMware education, packaged services or custom consulting only.
9.5 Where can I find more information on VMware Consulting and Training Credits?
Go to http://www.vmware.com/services, or contact your local VMware representative.
VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com
Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at
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VMware PSO credits FAQ for customers

  • 1. VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. P R O F E S S I O N A L S E R V I C E S P R O G R A M G U I D E L I N E S VMware ® Consulting and Training Credits Customer Program Guide Frequently Asked Questions P R O G R A M G U I D E L I N E S – F E B R A U A R Y 2 0 1 2
  • 2. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 2 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions Table  of  Contents   1.   What  are  VMware  Consulting  and  Training  Credits?  .........................................................  3   2.   What  are  the  benefits  of  VMware  Consulting  and  Training  Credits?  .................................  3   3.   How  do  VMware  Consulting  and  Training  Credits  work?  ..................................................  3   4.   How  do  I  buy  VMware  Consulting  and  Training  Credits?  ..................................................  4   5.   How  do  I  activate  an  account  for  VMware  Consulting  and  Training  Credits?  .....................  4   6.   How  do  I  redeem  VMware  Consulting  and  Training  Credits?  ..........................................  12   7.   How  do  I  view  VMware  Consulting  and  Training  Credits  account  activity  and  balances?   18   8.   Do  VMware  Consulting  and  Training  Credits  expire?  ......................................................  18   9.   Miscellaneous  information  about  VMware  Consulting  and  Training  Credits  ...................  19  
  • 3. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 3 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 1. What are VMware Consulting and Training Credits? VMware Consulting and Training Credits are prepaid service dollars that can be redeemed for any combination of VMware packaged consulting, custom consulting and education services. Credits provide you, the customer, with the flexibility to allocate budget up front and then use the services when needed. Credits are sold and redeemed in USD, AUD, EUR, GBP and JPY currency. Important: Credits accounts cannot be used until you activate them. Credits expire one year from the date of purchase, regardless of whether the account has been activated; even unactivated accounts will expire. When a credits account expires, it cannot be extended. 2. What are the benefits of VMware Consulting and Training Credits? • Greater flexibility – You can apply credits as needed toward education and consulting services and take advantage of budgeting cycles. • Built-in value – Credits include volume discounts for packaged consulting and training. • Less administrative effort – You can accelerate order fulfillment by purchasing credits in bulk. 3. How do VMware Consulting and Training Credits work? • Credits are administered through an automated system, which you access through a VMware portal. You assign rights, administer myPaymentAccounts specifics and receive regular reminders about the credits remaining in your account. • When you are ready to implement VMware technology or register for classes, you can do so from the VMware portal. • You, the customer, apply the credits toward the purchase order for greater flexibility and less administrative effort. Credits and cash currency cannot be mixed in a single purchase, except when applied to a custom Statement of Work (SOW). Travel and expense (T&E) can be purchased with credits at list price per credit by volume. 3.1 What is the unit of measurement for credits? The following chart shows the equivalent national currency units for each USD $100 credit. Prices differ according to the volume of credits purchased: !"# $%&'%()*+,-. #!/ 012 3#4 5#/ 627 !89:94:; <=<>; ?<;; @AB C%D< ?<EA F<;G>>H !89:94:<; <><=B;; ?H; @BD C%AI ?<IJ FHG>;I !89:94:<> B;<=<GJ;; ?D> @B> C%BH ?<J> FDGHA> !89:94:J; <GJ;<K ?D; @B< C%B> ?<<A FDGEEA 3.2 Can credits be used as payment for services and education? Yes. When redeemed for education and package consulting services, each credit is equivalent to USD $100. When purchased in volume, credits are applied to custom consulting services, T&E, and technical account managers (TAMs) at the list price per credit by volume. 3.3 How are credits used as payment for travel and expenses (T&E)? In North America, or regions where T&E is a separate line item, credits can be redeemed for T&E at the regional list price. In the United States T&E is USD $2,200 per week. Credits are applied to T&E at the list price per credit by volume. When T&E is bundled into the price of the packaged service, as in Europe, credits can be redeemed for the entire packaged service as a whole. 3.4 How are credits used as payment for technical account managers (TAMs)? The TAM program is delivered as an at-cost service by VMware; therefore, credits must be applied according to the list price per credit by volume. For example, when purchasing 650 credits, the list price of each credit is USD $90, for a total of USD $58,500 (650 x $90 = $58,500). You can then redeem the credits for a TAM listed at USD $58,000 for 645 credits ($58,000 / $90 = 645 credits). 3.5 How are credits used as payment for custom engagements? For custom consulting engagements, only one discount applies. Discounts are calculated into the SOW, and Professional Services Organization (PSO) VMware Consulting and Training Credits are applied according to the list price per credit by volume. For example, if you purchase 200 credits, the list price of each credit at that volume is USD $90, for a total of USD $18,000 (200 x $90 = $18,000). The solutions architect preparing the SOW calculates the correct charge and quotes the fee in credits. For example, if the SOW is valued at $20,000, 223 credits at $90 will be used ($20,000 / $90). 3.6 In what currencies can credits be purchased and redeemed? VMware Consulting and Training Credits can be purchased and redeemed in USD, AUD, GBP, EUR, and JPY currency. Credits are quoted and billed in local currency at the time of sale. Purchased credits are treated as a global currency and retain their value for the life of the payment account. They can be consumed for any service that supports credits as a payment method.
  • 4. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 4 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 4. How do I buy VMware Consulting and Training Credits? 4.1 Where can I purchase VMware Consulting and Training Credits? You can purchase VMware Consulting and Training Credits directly from VMware or from authorized reseller partners through distributors. Credits are available for purchase globally. Credits purchased in one country can be redeemed in another country. You can also purchase credits (limit 150 credits) using credit cards through the VMware.com store at http://www.vmware.com/vmwarestore/; choose Training > VMware Consulting and Training Credits from the drop-down menu bar. 4.2 Do I need to specify whether credits will be used for consulting or training at the time of purchase? No. 4.3 Is a Statement of Work (SOW) required at the time of purchase? A SOW is not required at the time of purchase. However, if you opt for custom consulting, a signed SOW is required prior to the engagement. If credits are sold through a reseller and you want to redeem the credits for custom consulting, you must sign a $0 SOW to allow VMware consultants onsite to scope requirements. SOW consulting activity can begin only after PSO Operations opens a VMware Consulting and Training Credits account and you activate the account. 4.4 What happens after I submit a purchase order? When VMware receives the purchase order for credits, and the sales order with the VMware Consulting and Training Credit SKU is booked, an account is opened in myLearn and an email is sent to the customer listed on the purchase order or sales order as the account coordinator. When you purchase credits online at the VMware.com store, you specify an email address, and information about the account activation is sent to that address. 5. How do I activate an account for VMware Consulting and Training Credits? To redeem credits, you must activate the credits account. All accounts, activated or unactivated, expire one year (12 months) from the date of purchase. 5.1 How do I activate the credits account? An email request to activate the VMware Consulting and Training Credits account is sent to the customer listed as the account coordinator. That email includes a link for activating the account.
  • 5. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 5 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions Clicking on the emailed activate and configure link opens a setup screen: The re-assign the account coordinator link sends you to an Account Info: and Access Method: selection page. 5.2 Can the account be customized for use by more people and divisions within the company? Yes. During the account activation process, the account coordinator can manage and configure the account, including assignment of privileges to other people (designated users).
  • 6. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 6 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 5.3 How do I manage my VMware Consulting and Training Credits account? Go to http://www.vmware.com/education and click Login. Tip: Click Login Help if you can’t remember your login details. After you log in, select myPaymentAccounts on the right. Click Edit to view or edit current configurations.
  • 7. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 7 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 5.4 How do I change the account’s administrator (coordinator)? To reassign the account management responsibilities to another user, click Edit next to your name in the General Properties section. Enter the new Account Coordinator Information. Click Continue A notification email is sent to the new account coordinator, asking to configure the account.
  • 8. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 8 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 5.5 How do I configure account payment? There are three configuration options to choose from: Named Users, Named Domains, and Passcode. 5.5.1 Configure Access Method – Named Users To configure the access to Named Users, follow these steps: 1. Click  myPaymentAccounts  on  the  right.   2. Select  Named  Users  and  click  Continue.   3. Enter  the  user’s  details.   4. To  add  other  users,  click  Save  &  Continue.     5. Select  Save  &  Finish  when  finished  adding   users.   If you need to change the access method, click the myPaymentAccounts tab and use the Edit link in the Method section. Select Named Users and click Continue. Enter the user’s details.
  • 9. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 9 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions A new myLearn account will be auto-created for accounts that don’t already exist (based on email address). To add other users, click Save & Continue. Select Save & Finish when you finish adding users. If you need to change the access method, click the myPaymentAccounts tab and use the Administrator Edit link in the Access Control Method section.
  • 10. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 0 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 5.5.2 Configure Access Method – Named Domains To configure the access to Named Domains, follow these steps: 1. Click  myPaymentAccounts  on  the   right.   2. Select  Named  Domains  and  click   Continue.   3. Enter  the  details  of  the  domain.   4. To  add  other  domains,  click  Save  &   Continue.   5. Click  Save  &  Finish  when  you  finish   adding  domains.   If you need to change the access method, click the myPaymentAccounts tab and use the Edit link in the Access Control Method section.
  • 11. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 1 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 5.5.3 Configure Access Method – Passcode To configure the access to Passcode, follow these steps: 1. Click  myPaymentAccounts  on  the   right.   2. Select  Passcode  and  click  Continue.   3. Enter  a  passcode  of  your  choice  (no   required  format).   4. Click  Save.  
  • 12. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 2 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions If you need to change the access method, click the myPaymentAccounts tab and use the Edit link in the Access Control Method section. 5.6 What if I have a problem such as not receiving the account activation email or an incorrect credit balance? For questions or concerns, email psocredits@vmware.com or call 1-866-377-4710. 6. How do I redeem VMware Consulting and Training Credits? 6.1 How do I redeem credits for classes? Go to http://www.vmware.com/education and log in. Only an account coordinator or designated user can access the account. 6.1.1 Registration using Consulting and Training Credits Before starting registration, ensure that you have access to your account:. • The  account  must  be  active  and  not  expired.   • The  account  must  have  an  available  balance.   • You  are  the  account  coordinator,  or  the  account  has  been  configured  by  the  coordinator  to  give  you  access:   o If  the  account  was  configured  to  Named  Users:  Your  account  is  listed  as  a  named  user.   o If  the  account  was  configured  to  Named  Domains:  An  email  domain  (e.g.,  liu.com)  is  listed.   o If  the  account  was  configured  to  Passcode:  You  know  the  account  ID  and  the  passcode.     When  you  have  confirmed  the  above  conditions,  continue  with  the  registration.    
  • 13. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 3 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 6.1.2 Registration through PSO Credits – Named User or Named Domain Browse the classes and course catalog on the http://www.vmware.com/education site by clicking Find a Class. After choosing your class and provider, click the corresponding Register Now button. Note: If you select a class at a VMware Authorized Training Center (VATC), the request is forwarded and the PSO Credits are redeemed only when the VATC confirms the seat in the class. Click Yes, authorize my payment via VMware Credits to redeem the number of credits specified for the class.
  • 14. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 4 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions For non-VATC class registrations, locate the Fee Information section and select the Credits box. Confirm the mailing address, read the terms and conditions, and then select I have read and agree to the above Terms. Click Continue. On the next screen, the Payment Options section lists the PSO Credits accounts that are available to you (according to your user account email or domain). Under Amount, enter the number of credits to apply to the registration. Then click Make Payment(s).
  • 15. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 5 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions After processing, a summary of registration and next steps appears. 6.1.3 Registration through PSO Credits – Passcode Browse the classes and course catalog on the http://www.vmware.com/education site by clicking Find a Class. For non-VATC class registrations, locate the Fee Information section and select the Credits box. Confirm the mailing address, read the terms and conditions, and then select I have read and agree to the above Terms. Click Continue.
  • 16. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 6 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions Enter the PSO Credits account ID and passcode, and click Sign-in. After processing, a summary of registration and next steps appears.
  • 17. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 7 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 6.2 How do I redeem credits for consulting? 1. Go to http://www.vmware.com/services/consulting_request.html; no login is necessary. Both packaged and custom consulting engagement types are provided. 2. Complete the online Consultant Engagement Request form and submit it. (This form is also available from the navigation menu when the account coordinator or designated user is logged in to the portal.) This form goes to VMware Consulting Operations. Processing may take up to three (3) business days. 3. Confirm use of the credits for the engagement. A PSO Operations coordinator will contact the account coordinator for confirmation. 6.2.1 Who will contact me to deliver this service? A PSO operations coordinator will contact you to schedule the delivery of the service offering. 6.3 Can I use a combination of cash and credits for the same engagement or training class? You can apply a combination of cash and credits to custom engagements only. For education delivered by VMware or packaged services, you must use one or the other (cash or credits). If you don’t have enough credits, purchase additional credits to fully fund the activity. If you attend a class from a VATC, ask the VATC whether a combination is accepted. 6.4 Can I use a combination of cash and credits for purchasing TAM slices? No, you cannot mix payment types for purchasing TAM slices. 6.5 How are credits redeemed for TAMs? 1. Request the TAM service using the Consulting Engagement Request form on vmware.com. 2. Indicate that payment is to be made by credits. 3. VMware will verify that there are sufficient credits and will request a TAM on your account.
  • 18. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 8 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 7. How do I view VMware Consulting and Training Credits account activity and balances? To view credits, the designated customer account coordinator must go to http://www.vmware.com/education. 1. Log in (under Services) and click the myPaymentAccounts under My Account. 2. Click myPaymentAccounts tab. Each purchase of credits is a separate line item. Consulting and Training Credits account coordinators can view the redemption activity of a credits account by logging in and clicking the Paid link under myPaymentAccounts. 8. Do VMware Consulting and Training Credits expire? Yes. Credits expire one year from the original date of purchase whether or not you have activated the credits account. If a credits account has expired, it cannot be extended. 8.1 Is there a time restriction for completing my training or service? For education, all courses must be completed prior to the credits’ expiration date. For consulting, the Customer Acknowledgment Form (CAF) (http://www.vmware.com/services/acknowledgement.html) is required as proof of delivery for packaged consulting, and a Milestone Completion Form (MCF) is required as proof of delivery for custom consulting Statement of Work (SOW) forms. Custom consulting SOW and MCF are available from your Service Sales Manager (SSM) representative or TAM. 8.2 What notifications will I receive regarding my credits account? You will receive emailed activation notices: One is sent after the account is opened, and another is sent two weeks after the first notice. Afterward, an activation notification is sent every month until the account is activated. Each month, you will receive monthly credits statements regardless of whether the account has been activated. After you redeem the credits and the account balance is zero, no further monthly credits statements are sent. Email notifications are sent to the account coordinator to request that action be taken to redeem credits before expiration. Notifications are sent 90 days, 60 days, and 30 days before account expiration.
  • 19. F E B R U A R Y 2 0 1 2 C U S T O M E R P R O G R A M G U I D E L I N E S / 1 9 VMware ® Consulting and Training Credits Customer Program Guide and Frequently Asked Questions 8.3 What if I want a packaged consulting engagement delivered, but my account is due to expire around the time of delivery? If your credits account is due to expire around the time you plan to take advantage of packaged consulting services, complete the following tasks before the credits expire: • Contact your Service Sales Manager (SSM) representative or TAM to determine whether you are eligible for an extension. If eligible, complete and submit the following forms. • Complete and submit your PSO Credits account number with the Consulting Engagement Request form available from VMware (http://mylearn.vmware.com/portals/consulting/). • After delivery of the consulting engagement you must complete a Customer Acknowledgment Form, available from VMware, which is required as proof of delivery for packaged consulting (http://www.vmware.com/services/acknowledgement.html). Note: Any request related to expiration must be completed before the credit expiration date. 8.4 What if my credits are due to expire for a custom consulting engagement? If your credits account is due to expire around the time you plan to take advantage of a custom consulting engagement, complete the following tasks before the credits expire: • Contact your Service Sales Manager (SSM) representative or TAM to determine whether you are eligible for an extension. If eligible, the SSM / TAM will provide you with a Statement of Work (SOW), and as required the Milestone Completion Form (MCF) and/or Project Change Request (PCR) form. • Complete and sign a Statement of Work (SOW) available from your SSM or TAM. • When requested by your SSM or TAM, complete a Milestone Completion Form (MCF) as proof of delivery for the SOW(s). • When requested by your SSM or TAM, complete a Project Change Request (PCR) form for the SOW. Note: Any request related to expiration must be completed before the credit expiration date. 8.5 I am interested in attending a class. What do I need to know about the expiration date of my credits account? The training must be completed before the expiration date of the account. 8.6 What if I would like to schedule an onsite class, and my credits account is expiring on or prior to the date of the class? You will need to request an extension to the credit expiration date. Send extension requests to PSOCredits@vmware.com. 9. Miscellaneous information about VMware Consulting and Training Credits 9.1 If I redeem credits for a 60-day consulting project, but use only 45 days of consulting and then cancel the remaining phases of the engagement using change control, can I get a refund on the remaining credits balance? VMware has a “no refund” policy for all products and services. In this specific case, if you cancel or meet all the deliverables in a shorter timeframe than the Statement of Work (SOW) specifies, submit a Change Order. You can then use any remaining credits for up to one year from the original date of purchase. 9.2 Can I combine more than one credits account into one account? No. Because the credits were purchased at different times, VMware cannot combine the accounts. 9.3 Can credits be used to purchase VMware licenses? VMware Consulting and Training Credits cannot be redeemed for license purchases unless those licenses are sold as a service, as in the VMware Desktop Infrastructure Pilot, which includes licenses for VMware Desktop Manager. 9.4 Can credits be used for VMware Support and Subscription (SnS)? No, Consulting and Training Credits can be redeemed for VMware education, packaged services or custom consulting only. 9.5 Where can I find more information on VMware Consulting and Training Credits? Go to http://www.vmware.com/services, or contact your local VMware representative.
  • 20. VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. P R O F E S S I O N A L S E R V I C E S P R O G R A M G U I D E L I N E S - PAGE INTENTIONALLY LEFT BLANK -