July, 2014
Partner On-Boarding and Program Fundamentals
© 2014 Citrix. Partner Confidential. 2
[email protected]
© 2014 Citrix. Partner Confidential. 3
© 2014 Citrix. Partner Confidential. 4
The Citrix Service Provider Program is Much More than Licenses
Licensing
•
Subscription license -
matches revenues to
costs
•
Always “current” on
Subscription
Advantage
•
Includes support
Expertise and
Business Services
•
Technology experts and
architects
•
Sales Resources
•
Marketing Resources
•
Consulting partners
•
Channel Operations
•
Consulting partners
•
Tailored to hosting
environments
ᵒ
Tenant Isolation
ᵒ
Tenant Security
ᵒ
Cost effective
multi-tenant scalability
Reference
Architecture
•
XenApp/XenDesktop
•
XenMobile
•
CloudPortal Services Manager
•
App Orchestration
•
XenServer
•
NetScaler/Access Gateway
•
Next Gen Seamless Apps
•
Hosted Server VDI
Enabling
© 2014 Citrix. Partner Confidential. 5
Over 2,600 CSP partners and growing
Partners range from traditional MSPs to global Telcos
Consistent 20+% monthly seat growth
© 2014 Citrix. Partner Confidential. 6
Program Basics
•
Center of Excellence
•
Technology and Support
•
Business Resources
•
Licensing & Your Distributor
•
Monthly Usage Reporting
© 2014 Citrix. Partner Confidential. 8
Resources to build the value of your
desktop and app hosting business
•
Accelerate time-to-market.
•
Ensure successful implementations
•
Grow your business value
© 2014 Citrix. Partner Confidential. 9
Citrix Service Provider Center of Excellence
© 2014 Citrix. Partner Confidential. 10
Inside the Center of Excellence
© 2014 Citrix. Partner Confidential. 11
Your Checklist for Success
Guides you through the steps to become a
highly successful Citrix partner
Helps with your onboarding process
Ideal for new partners and new team
members of existing partner organizations
© 2014 Citrix. Partner Confidential. 12
A Recommended Timeline for Getting Started
Week
1
Welcome
•
Setup Citrix
logins for your
team
•
Download the
checklist
•
Review the
program guide
2
Onboarding
ü
Review this
on-boarding
presentation
•
Join the
partner
community
•
Attend an
onboarding
webinar
2-4
Plan
•
Read the
Business
Planning
Guide
•
Review the
DaaS
Market
Research
and Vertical
Guides
3-6
Implement
•
Read the
Citrix Service
Provider
Product
Overview Guide
•
Design using the
Citrix Service
Provider
Reference
Architecture
•
Order your Citrix
Licenses from
your distributor
•
Build or host
your Citrix
infrastructure
5-6
Market
•
Read the
Marketing and
Demand
Generation
Guide
•
Review the
Citrix Marketing
Concierge
Getting Started
Guide
•
Visit
Citrix Marketing
Concierge
•
Develop your
marketing plan
and materials
7+
Sell
•
Train your team
with the
DaaS Selling
and Positioning
guide
•
Customize the
Cloud Services
for SMBs
Customer
Presentation
•
Brand the
DaaS customer
video
8
Report
•
Submit your first
monthly usage
report by day 60
•
Required even is
usage is zero
•
Review the
licensing and
reporting guides
and tips in the
onboarding guide
© 2014 Citrix. Partner Confidential. 13
Are You New?
Did your company just become a Citrix Service Provider?
Did you recently join your companies hosting team?
Do you simply need a refresher on the program basics?
Start with
Partner Onboarding in
© 2014 Citrix. Partner Confidential. 14
Sampling of the Partner Onboarding Resources
© 2014 Citrix. Partner Confidential. 16
Technology
The
Technical Information
and
User Experience
sections of the Center of Excellence includes
information on:
•
Citrix Service Provider
© 2014 Citrix. Partner Confidential. 17
Implementation Advice
Follow Citrix Reference
Architecture
•
Find Citrix Service Provider
Reference Architecture on
SalesIQ
Speed application
compatibility,
virtualization with
AppDNA
NEW! Included in
Premium - download
before 7.5 migration.
See blog:
Citrix Service Providers
Accelerate Hosted
Desktop and App
Deployments with
XenDesktop 7.5
Check out no-charge
application discovery
tools available via Citrix
Lakeside FastTrack
included in
© 2014 Citrix. Partner Confidential. 18
Technical Support is included for all partners
reporting over $300.00 per month
Includes unlimited 24x7 at no charge
Measured quarterly and automatically applied or
removed
Visit
www.citrix.com/support.html
to contact
Citrix Technical Support
© 2014 Citrix. Partner Confidential. 19
Required: 2 different individuals with CCA
or higher technical certification
Required: certified personnel to log
a support ticket
Recommend: Citrix Certified Sales
Professional (CCSP)
Staff must link certification in their
own profile to your firm
Summit or Synergy ticket includes 1
certification exam
Lear more at
www.citrix.com/partnercentral/training
and
www.training.citrix.com
© 2014 Citrix. Partner Confidential. 20
Validation Programs
Standard
Diamond
•
Use latest Citrix technology releases
•
Implement with the
Citrix Service Provider Reference
architecture
•
2 Citrix Certified Administrators
•
Review business (sales, marketing,
reseller training, tech support process,
back office operations)
•
Complete live audit with Citrix business
and technology professionals
•
Standard requirements
PLUS
•
1 Citrix certified architect on staff
•
Use Citrix Premium
•
Use Citrix CloudPortal Services Manager
for provisioning & self-provisioning
•
Use Citrix NetScaler
© 2014 Citrix. Partner Confidential. 22
Business Planning and Market Research
The
Business Planning and Market Research
section of the Center of Excellence
includes information on:
•
Planning guides and best practices
•
Go-to-market plans and
launch templates
•
DaaS market research
•
Vertical trends
© 2014 Citrix. Partner Confidential. 23
MyCloud Hosted Desktop
Messaging Source Document
Date: May 1, 2014
Revision :1.0
Division/Group: Hosted Services
Document Owner: VP Marketing
Sample Go-to-Market Planning Tools
MyCloud Hosted Desktop Launch Overview
Name:
MyCloud Hosted Desktop
Key Dates:
Internal launch – June 1, 2014
White-glove launch – June 15, 2014
Marketing launch – July, 15, 2014
Positioning:
MyCloud.com Cloud Desktop providers a convenient hosted desktop solution that
includes all of your apps, data and IT services from a Windows desktop that can
be accessed from any device and anywhere
Packaging:
Standard ($), Advanced ($$) and Premium Desktop ($$$)
Sales strategy:
MyCloud inside sales and WHOA channel sales team
Sales and channel training in June
Partnerships:
Citrix
Announcement:
MyCloud hosted launch event
Co-supported by Citrix
Press release, Analyst and Press briefings, rolling thunder Social Media
Messaging Guide
© 2014 Citrix. Partner Confidential. 24
Channel and Sales Strategies
Direct
Resell
White Label
Your Company’s Infrastructure
Your Company’s Sales Effort
Your Company’s Platform
Your Company’s Offer/Apps
Resellers Company’s Sales
Effort
Your Party Infrastructure
Your Company’s Platform
Your Company’s Offer/Apps
Your Company’s Sales Effort
3rd Party Offer/Apps
© 2014 Citrix. Partner Confidential. 25
Sell through an existing CSP partner
Proven solutions = high customer satisfaction
No infrastructure investments
Turn-key, faster route to market
Focus on winning new business
Learn more
here
© 2014 Citrix. Partner Confidential. 26
Marketing Your Hosted Services
The
Marketing
section of the Center of
Excellence enables you to
leverage proven
best practices and tools for launching a
hosted Citrix solution including:
•
Marketing and demand generation guides
•
Customer presentations
•
Customer videos
•
Citrix Marketing Concierge
© 2014 Citrix. Partner Confidential. 27
Sample Turn-Key Marketing Tools
Customizable Customer Presentation
© 2014 Citrix. Partner Confidential. 28
End-User Facing DaaS Video for Partners
•
Brand it
– add your own logo
and call to action
•
Translate it
– transcript
available for localized
voiceovers
•
Download it
–
Click here
© 2014 Citrix. Partner Confidential. 29
Citrix Marketing Concierge
No-Cost Demand Generation
Customizable customer marketing
and demand-generation campaigns
•
HTML email and web templates
•
Presentations
•
Whitepapers
•
Videos
Customize with your companies
brand and message
Login to
Marketing Concierge
© 2014 Citrix. Partner Confidential. 30
Sales Enablement Tools
© 2014 Citrix. Partner Confidential. 32
Primary point of contact
for licenses and reporting
•
Ordering licenses
•
Reporting monthly usage
•
Renewing licenses
•
Licenses are valid for 27 months
View the global list of
Citrix Service Provider Program Distributors
© 2014 Citrix. Partner Confidential. 33
1.
Decide which licenses you want. You can order more at any time
2.
Place a $0 stocking order with your distributor
3.
Retrieve the licenses from your technical contact’s MyAccount account
•
3-5
days after placing the order, you will receive an email notifying
you that your licenses are ready
•
Log in to My Account at
https://www.citrix.com/myaccount
with your web login
•
Under Licensing heading on the left side of the page, click on the “Activate and Allocate Licenses” link
4.
Activate your licenses on
https://www.citrix.com/myaccount
•
Learn how to allocate, activate and download licenses at
http://www.citrix.com/lang/English/lp/lp_2305122.asp
5.
Contact Citrix Customer Care for licensing questions and help
© 2014 Citrix. Partner Confidential. 34
Useful Tools for Setting Up and Managing Citrix License
Citrix Service Provider
Licensing Guide
XenApp Licensing
Tips for Citrix
Service Providers
XenApp 6.5 – Practical License
Usage Reporting for
Citrix Service Providers
XenApp 6.5 – Practical Licensing
for Citrix Service Providers
Citrix Licensing Basics
Citrix Service Provider
Licensing Guide
Complete information on
Citrix Licensing
www.citrix.com/licensing
Comprehensive
Licensing Tools Guide
Citrix Service Provider
© 2014 Citrix. Partner Confidential. 35
Understanding XenApp Licenses
•
Two XenApp license options are available for Citrix Service Provider Partners
•
Each include 1000 users and more can be ordered
•
Citrix Base is equivalent to XenApp Advanced Edition
Citrix Premium is equivalent to XenApp and XenDesktop Platinum
© 2014 Citrix. Partner Confidential. 36
Deliver more value with Premium
Base
Premium
Edition Equivalent
XenApp Advanced Edition
XenApp + XenDesktop Platinum
Reporting
Manual
EdgeSight
Provisioning Server, Profiling,
and Secure Access
Not included
Included
XenServer
Available at cost
Included
App Orchestration
Not included
Included
Cloud Provider Packs
Not included
Included
AppDNA
Available for purchase on
perpetual license
Included
Hosted server VDI
Not included
Included
© 2014 Citrix. Partner Confidential. 37
What Citrix Products Can I Order?
Refer to the Citrix Service Provider
Partner Program PND
for more information and the latest SKUs
SKU
Description
Deliverable
EW3Z0000430
Citrix Premium
1000 XenApp, XenDesktop Platinum, VDI-in-a-Box Licenses and XenServer
MW2Z0000056
Citrix Base
1000 XenApp Advanced Licenses and Essentials for XenServer 6.0
3009825
Citrix XenServer
XenServer per Socket 6.2 SKU. Refer to the
PND
for additional XenServer options
3005696
Citrix NetScaler SDX
5 NetScaler SDX SKU
CAGVPXCSP
Citrix Access Gateway
1 Access Gateway VPX License.
CAGUNIVCSP
Citrix Access Gateway
Universal Licenses
Access Gateway Universal Connection Licenses.
Refer to the
PND
for additional Access Gateway options
EW3H0000000
Citrix Branch Repeater
1 each Branch Repeater VPX 1/2/10/45Mbps Licenses
3003971
Citrix CloudPortal
Services Manager
Citrix CloudPortal Services Manager
3007860
Citrix XenMobile
1000
Citrix XenMobile Enterprise Edition, User licenses, Device licenses
Refer to the PND for additional details
3005683
Citrix VDI Base
1000 VDI-in-a-Box Concurrent User, XenDesktop VDI User Device License
EW3Z0000473
© 2014 Citrix. Confidential. 39
“”
“All Active Citrix Service Provider Partners
are required to submit a usage report
by the 10
th
of the month to be
complaint with the program”
The first report is due within 60 days of signing up, even if usage is zero
© 2014 Citrix. Partner Confidential. 40
Monthly License Usage Reporting
Citrix Service Provider Partners must begin
reporting within 60 days of signing up
Monthly usage is reported to your distributor
Reports are due on the 10
th
of each month
30 day customer evaluations are allowed,
but they must be reported
Use the attached Reporting Template
or the automated tools
à
© 2014 Citrix. Partner Confidential. 41
Reporting and Payment of Monthly Usage
Usage Collector tool
Download and
Implement the
Citrix Usage Collector
*
Usage Collections
& Reporting Guides
How to Video
http://www.citrix.com/tv/#videos/3418
Blogs
http://blogs.citrix.com/2013/06/06/
xenapp-6-5-practical-license-usage-reporting-for-citrix-service-providers/
http://blogs.citrix.com/2013/04/03/
xenapp-6-5-practical-licensing-for-citrix-service-providers
/
Using the
Citrix Service Provider
Licensing Tool
Download the
Licensing Tool Guide
© 2014 Citrix. Partner Confidential. 42
•
24x7 Technical Support
included in subscription price
•
Maintained as long as continue
to report >$300 USD per month
Remember!
© 2014 Citrix. Partner Confidential. 44
Citrix Service Provider Newsletter
•
Program news, upcoming events, product updates
•
View past
editions
•
Are you subscribed? Email
[email protected]
to sign-up
LinkedIn Community
•
Highly active community for partner discussions
•
Closely monitored by the Citrix Service Provider team
•
Frequent updates, news, blogs, surveys
•
Join today
!
Follow Citrix Service Provider on Twitter
•
https://twitter.com/#!/CitrixCSP
Read Citrix Service Provider blogs
•
http://blogs.citrix.com/tag/citrix-service-providers
© 2014 Citrix. Partner Confidential. 45
Webinars on Demand
Live and archived webinars
Business and technical topics
Learn about upcoming
webinars in the
Newsletter
,
on
and in the
Center of Excellence
© 2014 Citrix. Partner Confidential. 47
More Than Citrix Alone…
Strategic DaaS
Partners
Business
Associates
Analysts
Sales & Strategy
Consulting
Demand
Gen (EMEA)
Demand
Gen (AMER)
SMB Research
& Market Sizing
DaaS Cisco
Validated Designs
Service Provider
Marketing Programs
On-Boarding
Technology
Implementation
Implementation
Technology
Technology
Associates
Profile
© 2014 Citrix. Partner Confidential. 48
Get your entire Citrix team involved
with the
Center of Excellence
Contact the Citrix Service Provider account owner in your organization
to request a Citrix Partner account if you don’t already one.
Download and follow the
Citrix Service Provider Checklist for Success
Subscribe to
newsletter
Join the
LinkedIn community
Follow us on Twitter
@CitrixCSP
© 2014 Citrix. Partner Confidential. 49
A Recommended Timeline for Getting Started
Week
1
Welcome
•
Setup Citrix
logins for your
team
•
Download the
checklist
•
Review the
program guide
2
Onboarding
ü
Review this
on-boarding
presentation
•
Join the
partner
community
•
Attend an
onboarding
webinar
2-4
Plan
•
Read the
Business
Planning
Guide
•
Review the
DaaS
Market
Research
and Vertical
Guides
3-6
Implement
•
Read the
Citrix Service
Provider
Product
Overview Guide
•
Design using the
Citrix Service
Provider
Reference
Architecture
•
Order your Citrix
Licenses from
your distributor
•
Build or host
your Citrix
infrastructure
5-6
Market
•
Read the
Marketing and
Demand
Generation
Guide
•
Review the
Citrix Marketing
Concierge
Getting Started
Guide
•
Visit
Citrix Marketing
Concierge
•
Develop your
marketing plan
and materials
7+
Sell
•
Train your team
with the
DaaS Selling
and Positioning
guide
•
Customize the
Cloud Services
for SMBs
Customer
Presentation
•
Brand the
DaaS customer
video
8
Report
•
Submit your first
monthly usage
report by day 60
•
Required even is
usage is zero
•
Review the
licensing and
reporting guides
and tips in the
onboarding guide
© 2014 Citrix. Partner Confidential. 50
[email protected]
© 2014 Citrix. Partner Confidential. 51