Sign Up for Cloud Services

There are multiple ways to start using Omnissa Cloud Services. As a new or existing Omnissa Cloud Services user, you can purchase a service from Omnissa Sales or an Omnissa Partner.

• Purchase a service from Omnissa Sales.
• Purchase a service from an Omnissa partner reseller.

Depending on the service, there can be differences in the onboarding workflow.

How do I onboard a paid cloud service purchased through Omnissa Sales

As an Organization Owner user, you receive an email from Omnissa Sales or from Omnissa Cloud Services which a link for service onboarding.

When you purchase a service from Omnissa Sales, your order comes with a subscription ID. Each subscription ID is associated with one or more term commitments.

If your purchase order contains multiple subscriptions, you can do one of the following:

• Apply all subscriptions to one Organization.
• Apply each subscription to a different Organization.

Once the onboarding process is complete, you cannot move the service to another Organization.

Prerequisites

Before you start with Omnissa Cloud Services, you would have received an email with an onboarding link.

Procedure

1. To open the onboarding workflow, click the link in the email you received.
2. On the Omnissa Cloud Services welcome page, sign in with your Omnissa account.
3. If you don't have an Omnissa account, click Create Your Omnissa Account and follow the steps to create one.
   The onboarding workflow opens to display the service subscriptions associated with your Omnissa account.
4. Select the subscriptions you want to apply.
5. Associate an Organization with the service subscriptions you selected.
   1. You are a first-time user of Omnissa Cloud Services.
      1. You will be prompted to create an Organization by entering the following information:
      2. Enter a name for your Organization.
         This name will be visible on the Omnissa Cloud Services toolbar.
      3. Enter your company business address.
      4. Select the currency in which your Organization will be billed.
      5. Add a default payment method for the Organization.
         Note: If restricted Pay By Invoice (PBI) is activated for your Omnissa account, you will see it listed as a default payment method option, but the option is inactive. To be able to use PBI as a payment method, you must activate unrestricted PBI through an offline approval process.
      6. Click Continue.
   2. Your account is already associated with one or more Organizations in Omnissa Cloud Services OR you have onboarded a trial service and are now converting it to a paid service in your Organization.
      • The Select or Create Organization step of the workflow shows a list of the Organizations associated with your account.
      • To apply the service subscriptions in an existing Organization that has no access to the service, select the Organization from the list, then click Continue.
        Note: To apply the service subscriptions to an existing Organization, the currency and selling unit of the subscription must match the currency and selling unit of the Organization.
      • If you select to apply the service subscriptions to an existing Organization with an incomplete profile, you will be prompted to provide the missing information: business address and default payment method.
      • To apply the service subscriptions in a new Organization, click Create Organization and follow the steps described for first-time users above.
6. Read and agree to the Terms of Service.
7. Click Complete.

Results

The service home page displays.

How do I onboard a paid service purchased through an Omnissa Partner Seller

When you purchase a cloud service through an Omnissa partner seller, you receive an invitation email with an onboarding link directly from the seller.

This onboarding link is associated with your order and with a seller account which is unique for each Omnissa partner seller. When you apply the service subscriptions purchased through that seller to an Omnissa Cloud Services Organization, you associate the Organization with both the service and the seller.

Note: You can onboard multiple services purchased through one partner seller in a single Organization. For each partner seller from which you purchase services, you must create a separate Omnissa Cloud Services Organization. You can onboard Omnissa as a second seller in any Organization that already has one partner seller associated with it.

After the onboarding is complete, you can access information about the seller from the Billing & Subscriptions page in Cloud Services Console. Billing information for the service subscriptions is not available through Omnissa Cloud Services, you can obtain it only through the seller.

If your partner seller order contains discounts, you must have a contract code number. To apply the discounts, you must register the contract code with Cloud Services Console after the service onboarding is complete.

Prerequisites

• Before you start with Omnissa Cloud Services, you would have received an email with an onboarding link from the Omnissa partner seller.

Procedure

1. To open the onboarding workflow, click the link in the email you received.
2. On the Omnissa Cloud Services welcome page, sign in with your Omnissa account.
3. If you don't have an Omnissa account, click Create Your Omnissa Account and follow the steps to create one.
   The onboarding workflow opens to display the service subscriptions associated with your Omnissa account.
4. Select the subscriptions you want to apply.
5. Associate an Organization with the service subscriptions you selected.
   1. You are onboarding a service purchased from this seller for the first time.
      • Even if your account is associated with one or more Organizations, you are prompted to create a new Organization.
      • Enter a name and business address.
        The physical business address you provide on this step must pass an address validation check and comply with the validation rules.
   2. You have previously purchased and onboarded other services from the same seller.
      • Since you already have an Organization associated with this seller, this Organization is selected by default. No other options are available as you can only have one seller in an Organization.
        Note: If the service is already used in the Organization you selected, you will be redirected to the service home page.
6. Click Complete.
   A pop-up window opens prompting you to confirm your choice.
7. To apply the subscriptions to the selected Organization, click Apply Subscriptions.

Results

The service home page displays.