#TD SYNNEX StreamOne Ion

The following procedures can help you smoothly integrate Elements with the TD SYNNEX StreamOne Ion marketplace:

1. Add a reseller from the TD SYNNEX StreamOne Ion marketplace to manage customers’ tenants within Elements. For details, refer to Manage Resellers.

2. Add a Tenant to the TD SYNNEX StreamOne Ion module for the customer you want to manage.

3. Connect the customer tenant in Elements to the TD SYNNEX StreamOne Ion marketplace. For details, refer to Connect a Tenant to TD SYNNEX StreamOne Ion.

4. Once a tenant is connected to TD SYNNEX StreamOne Ion, you can view the click the tenant name to manage licenses for the tenants. For details, refer to Manage Subscriptions and Licenses for a Tenant.

#Manage Resellers

To manage customers’ tenants in the TD SYNNEX StreamOne Ion marketplace within Elements, the reseller of customers needs to be configured in Elements. To manage resellers in the TD SYNNEX StreamOne Ion marketplace, click View details on the Resellers tile. On the Resellers page, you can perform the following actions:

#Add a Reseller

Refer to the following steps to add a new reseller in the TD SYNNEX StreamOne Ion marketplace to Elements:

1. On the Resellers page, click Add reseller in the upper-right corner.

2. Complete the following information about the reseller:

   • Display name – Enter a display name for the reseller.

   • Account ID – Enter the account ID of the reseller in the marketplace.

     To find the account ID, go to Settings > Account information in TD SYNNEX StreamOne Ion.

   • Refresh token – Enter the refresh token of the reseller in the marketplace.

     To get the refresh token, go to Settings > Users in TD SYNNEX StreamOne Ion. Double-click on the user that you would like to use, click Request New Credentials, and copy the new refresh token (Use Refresh if there already is a refresh token).

3. Click Save to add the reseller.

#View and Edit Reseller Details

On the Reseller details page, the basic information of the reseller is displayed under the Basics tab. To update the display name, account ID, and refresh token of the reseller, hover your mouse over the corresponding fields and click the edit () button.

Under the License mapping tab, you need to map the reseller’s licenses to SKUs in the TD SYNNEX StreamOne Ion marketplace to retrieve and purchase the licenses. The following actions are available:

Under the Price customization tab, all licenses for which you have configured the license mapping are displayed and the reseller price for each plan in the TD SYNNEX StreamOne Ion marketplace is displayed once the data retrieval is completed. You can also customize your own prices for the plans, and the prices will be used to generate the cost reports on the Overview page. Enter the desired price for each license plan in the Price column. There is a convenient method to specify a percentage to adjust customer license prices proportionally using the current reseller price as the baseline. Select the plans you want to configure and click Set a uniform price. Enter an increase percentage value and click Save. The custom prices will be automatically calculated based on the percentage and the reseller prices.

#Add a Tenant

If an existing customer has tenants that are managed in the TD SYNNEX StreamOne Ion marketplace, you can add those tenants to the TD SYNNEX StreamOne Ion module in Elements.

Refer to the following steps to add a new tenant of an existing customer to the TD SYNNEX StreamOne Ion module in Elements:

1. On the Marketplace > TD SYNNEX StreamOne Ion page, click Add tenant in the upper-right corner.

2. Select a customer in Elements from the drop-down list, and then click Continue.

3. Select a tenant of the customer.

   If there are no available tenants for the customer, you can click Add new tenant. For detailed instructions on how to add a tenant, refer to Add a Microsoft 365 Tenant.

4. If the APElements Security and Analysis app for the tenant has already been consented, an app consented () icon will appear. Click Save to add the tenant.

5. If the APElements Security and Analysis app for the tenant needs to be consented, complete the following steps:

   1. Click Authenticate.

   2. The permissions required for this app are displayed. Review the permissions and click Accept.

   3. A page appears indicating that the app was authorized. Close this page, and you will be redirected back to the Add tenant window.

   4. Click Save to add the tenant.

#Disconnect a Tenant

You can disconnect tenants from Elements. To disconnect a tenant, select the tenant, click Disconnect tenant. A window appears asking for your confirmation. Enter Yes in the text box and click Disconnect to confirm your operation.

#Connect a Tenant to TD SYNNEX StreamOne Ion

To manage licenses for a marketplace, you need to connect the tenants in Elements to the marketplace. After adding a tenant in Elements, refer to the following steps to connect the tenant to TD SYNNEX StreamOne Ion:

1. Select the tenant and click Connect to TD SYNNEX StreamOne Ion.

2. In the Connect to TD SYNNEX StreamOne Ion window, select a reseller from the Reseller drop-down list, and then select a customer in TD SYNNEX StreamOne Ion to map to the tenant.

3. Click Save to connect the tenant to TD SYNNEX StreamOne Ion.

Once a tenant is connected, you can also edit the connection by selecting the tenant and clicking Edit connection.

If you no longer need to manage a tenant, you can disconnect it from TD SYNNEX StreamOne Ion. Select the tenant and click Disconnect from TD SYNNEX StreamOne Ion. In the confirmation window, click OK.

#Manage Subscriptions and Licenses for a Tenant

After you access a tenant, you can view and manage the customers’ subscriptions and licenses under four tabs: License overall, Subscriptions, Orders, Store, and Audit logs.

From the left navigation, you can also access the License change requests page to manage all license change requests of the tenant.

#License Overall

In the table, all licenses of the tenant are listed, and you can find the following statistics for each license:

If you want to define approval processes and enable auto purchase for the licenses, go to Tenant settings > License. Refer to License for details.

#Subscriptions

After purchasing a subscription from the TD SYNNEX StreamOne Ion store, you can view your current subscriptions under the Subscriptions tab.

For each subscription plan, you can adjust its quantity based on your needs and click Apply changes on the top to save and apply the changes.

Click the name of the subscription to go to the Subscription details page.

#Orders

You can view all orders of the current tenant.

Click the product link of an order to view its details, including the SKU, plan, quantity, cost, etc.

#Store

Under the Store tab, you can view all your products from TD SYNNEX StreamOne Ion. Click the product name link to view the general information of the product and the cost for each plan.

In the store, you can purchase licenses for the current product by clicking the Purchase button in the upper-right corner of the Product details page. In the Purchase subscription window, configure the quantity you want to purchase, and then select the SKU and plan. After checking the information listed in the window, click Continue. Read the notice that Elements only provides the purchasing channel, and the management of services and fees are the responsibility of the marketplace. Click Purchase to confirm to purchase the licenses.

#Audit Logs

All actions performed for this tenant of the current marketplace are listed in the table. You can click Refresh to view the latest records.