Merge pull request #290640 from tarTech23/purchex

v-dirichards · web-flow · commit 9daff5f02d43 · 2024-12-30T10:17:45.000-06:00
Updates to new trial licenses experience
diff --git a/articles/defender-for-iot/organizations/TOC.yml b/articles/defender-for-iot/organizations/TOC.yml
@@ -28,6 +28,8 @@
     href: architecture.md
   - name: Subscription billing
     href: billing.md
+  - name: Licenses and the trial license
+    href: license-and-trial-license-extention.md
   - name: Roles and permissions
     items:
     - name: Overview
diff --git a/articles/defender-for-iot/organizations/billing.md b/articles/defender-for-iot/organizations/billing.md
@@ -23,6 +23,8 @@ To evaluate Defender for IoT, start a free trial as follows:
 
 - **For Enterprise IoT networks**, use a trial, standalone license as an add-on to Microsoft Defender for Endpoint. Trial licenses support 100 devices. For more information, see [Securing IoT devices in the enterprise](concept-enterprise.md) and [Enable Enterprise IoT security with Defender for Endpoint](eiot-defender-for-endpoint.md).
 
+For general information, see [licenses and the trial license](license-and-trial-license-extention.md).
+
 ## Defender for IoT devices
 
 We recommend that you have a sense of how many devices you want to monitor so that you know how many OT sites you need to license, or if you need any standalone licenses for enterprise IoT security.
diff --git a/articles/defender-for-iot/organizations/getting-started.md b/articles/defender-for-iot/organizations/getting-started.md
@@ -2,7 +2,7 @@
 title: Get started with OT monitoring - Microsoft Defender for IoT
 description: Use this quickstart to set up a trial OT plan with Microsoft Defender for IoT and understand the next steps required to configure your network sensors.
 ms.topic: get-started
-ms.date: 03/25/2024
+ms.date: 11/17/2024
 #CustomerIntent: As a prospective Defender for IoT customer with OT networks, I want to understand how I can set up a trial and evaluate Defender for IoT.
 ---
 
@@ -12,8 +12,17 @@ This article describes how to set up a trial license and create an initial OT pl
 
 A trial supports a **Large** site size with up to 1,000 devices. You might want to use this trial with a [virtual sensor](tutorial-onboarding.md) or on-premises sensors to monitor traffic, analyze data, generate alerts, understand network risks and vulnerabilities, and more.
 
+There are two stages to starting a trial for Defender for IoT.
+
+1. Stage 1: [Add a trial license](#add-a-trial-license).
+1. Stage 2: [Add an OT plan](#add-an-ot-plan).
+
+Once you set up the trial license and OT plan, you can onboard OT sensors and associate them with this license and plan.
+
 For more information, see [Free trial](billing.md#free-trial).
 
+A trial license can be extended up to 15 days before the trail expires. For more information, see [extend your trial license](license-and-trial-license-extention.md#trial-license-extension).
+
 ## Prerequisites
 
 Before you start, you need:
@@ -72,19 +81,45 @@ This procedure describes how to add an OT plan for Defender for IoT in the Azure
 
 1. Open [Defender for IoT](https://portal.azure.com/#view/Microsoft_Azure_IoT_Defender/IoTDefenderDashboard/~/Getting_started) in the Azure portal, select **Plans and pricing**, where you're prompted to create a new subscription.
 
+    :::image type="content" source="media/getting-started/subscriptions.png" alt-text="Screenshot of the Go to subscriptions message for creating a Defender for IoT subscription after starting a trial license." lightbox="media/getting-started/subscriptions.png":::
+
 1. Select **Go to subscriptions** to create a new subscription on the [Azure **Subscriptions** page](https://portal.azure.com/?quickstart=True#view/Microsoft_Azure_Billing/SubscriptionsBlade). Make sure to select the **Free Trial** option.
 
 1. Back in the Defender for IoT's **Plans and pricing** page, select **Add plan**. In the **Plan settings** pane, select your new subscription.
 
    The **Price plan** value is updated automatically to read **Microsoft 365**, reflecting your Microsoft 365 license.
 
+    :::image type="content" source="media/getting-started/plan-set-up.png" alt-text="Screenshot of the Plan settings pane for completing the set up of a license and site for Defender for IoT in the Azure portal." lightbox="media/getting-started/plan-set-up.png":::
+
 1. Select **Next** and review the details for your licensed site. The details listed on the **Review and purchase** pane reflect your trial license.
 
 1. Select the terms and conditions, and then select **Save**.
 
 Your new plan is listed under the relevant subscription on the **Plans and pricing** > **Plans** page. For more information, see [Manage your subscriptions](how-to-manage-subscriptions.md).
 
+## Government customers trial license
+
+### Azure Commercial portal trial license for GCC customers
+
+Government Community Cloud (GCC) customers using the Azure Commercial portal should contact the sales team to activate the Defender for IoT trial license.  
+
+### Azure Government portal trial license for GCC-H or DoD customers
+
+Government Community Cloud High (GCC-H) and U.S. Department of Defense (DoD) customers using the Azure Government portal have the Defender for IoT trial license available as part of their plan.
+
+To activate the trial:
+
+1. In the Defender for IoT menu, select **Management > Plans and pricing**.
+1. Select **Add plan**.
+1. Select **Trial – 30 days**.
+
+## Onboard an OT sensor
+
+If you already have a network plan ready, you can onboard the OT sensor and associate it with a plan and the assign the relevant site and zone settings. For more information, see [onboard an OT sensor to the Azure portal](onboard-sensors.md).
+
 ## Next steps
 
 > [!div class="step-by-step"]
 > [Defender for IoT OT deployment path »](ot-deploy/ot-deploy-path.md)
+> [!div class="step-by-step"]
+> [Defender for IoT onboard an OT sensor »](onboard-sensors.md)
diff --git a/articles/defender-for-iot/organizations/how-to-manage-subscriptions.md b/articles/defender-for-iot/organizations/how-to-manage-subscriptions.md
@@ -11,7 +11,9 @@ Your Microsoft Defender for IoT deployment for OT monitoring is managed through
 
 If you're looking to manage support for enterprise IoT security, see [Manage enterprise IoT monitoring support with Microsoft Defender for IoT](manage-subscriptions-enterprise.md).
 
-This article is relevant for commercial Defender for IoT customers. If you're a government customer, contact your Microsoft sales representative for more information.
+This article is relevant for commercial Defender for IoT customers.
+
+If you're a government customer, see [government customers trial license](getting-started.md#government-customers-trial-license) or contact your Microsoft sales representative for more information.
 
 ## Prerequisites
 
@@ -91,10 +93,30 @@ You might need to cancel a Defender for IoT plan from your Azure subscription, f
 
 ### Cancel your Defender for IoT licenses
 
-Canceling an OT plan in the Azure portal *doesn't* also cancel your Defender for IoT license. To change your billed licenses,  make sure that you also cancel your Defender for IoT license from the Microsoft 365 admin center.
- 
+Canceling an OT plan in the Azure portal *doesn't* also cancel your Defender for IoT license. To change your billed licenses, make sure that you also cancel your Defender for IoT license from the Microsoft 365 admin center.
+
 For more information, see the [Microsoft 365 admin center documentation](/microsoft-365/commerce/subscriptions/manage-self-service-purchases-admins#cancel-a-purchase-or-trial-subscription).
 
+## The trial license
+
+A trial license covers a site with up to 1,000 devices for a minimum of 30 days. To start a trial license, see [start a Microsoft Defender for IoT trial](getting-started.md).
+
+### Extend a trial license in the Admin Center
+
+If you need more time to evaluate the product and security value of Defender for IoT the trial license can be extended up until 15 days before the end of the trial. Within the last 15 days the trial can’t be extended.
+
+To extend the trial, either:
+
+1. Use the [Microsoft 365 Admin Center](https://admin.microsoft.com/Adminportal/Home?#/homepage) portal and follow the [extend your trial instructions](/microsoft-365/commerce/try-or-buy-microsoft-365#extend-your-trial).
+
+    The trial extension request must be made by a user with Global or Billing Admin permissions on the customer tenant. For more information, see admin roles in [Microsoft 365 Admin Center](https://admin.microsoft.com/Adminportal/Home?#/homepage).
+
+1. Contact your sale's team representative who can help you extend your license.
+
+>[!NOTE]
+>
+>A trial license can be extended by the customer up until 15 days before the end of the trial using the [Microsoft 365 Admin Center](https://admin.microsoft.com/Adminportal/Home?#/homepage).
+>
 
 ## Migrate from a legacy OT plan
 
@@ -129,7 +151,6 @@ After migrating your plan to a site-based Microsoft 365 plan, edits are supporte
 
    :::image type="content" source="media/release-notes/edit-site-size.png" alt-text="Screenshot of editing a site size on the Azure portal.":::
 
-
 ## Legacy procedures for plan management in the Azure portal
 
 Starting June 1, 2023, Microsoft Defender for IoT licenses for OT monitoring are available for purchase only in the [Microsoft 365 admin center](https://admin.microsoft.com/Adminportal/Home), and OT sensors are onboarded to Defender for IoT based on your licensed site sizes. For more information, see [OT plans billed by site-based licenses](whats-new.md#ot-plans-billed-by-site-based-licenses).
@@ -185,6 +206,7 @@ If you have multiple legacy subscriptions and are migrating to a Microsoft 365 p
 1. If you have an on-premises management console, make sure to upload a new activation file, which reflects the changes made. For more information, see [Upload a new activation file](legacy-central-management/how-to-manage-the-on-premises-management-console.md#upload-a-new-activation-file).
 
 Changes to your plan will take effect one hour after confirming the change. This change appears on your next monthly statement, and you're charged based on the length of time each plan was in effect.
+
 ## Next steps
 
 For more information, see:
diff --git a/articles/defender-for-iot/organizations/license-and-trial-license-extention.md b/articles/defender-for-iot/organizations/license-and-trial-license-extention.md
@@ -0,0 +1,73 @@
+---
+title: Microsoft Defender for IoT license overview information and trial license extension - Microsoft Defender for IoT 
+description: Learn about the Defender for IoT license and trial license options and details.
+ms.topic: concept-article
+ms.date: 11/17/2024
+ms.custom: enterprise-iot
+---
+
+# Defender for IoT licenses overview
+
+This article provides an overview about the Microsoft Defender for IoT license and trial license. It also explains how to extend the trial period, if needed, and continue the Proof of Concept (POC) to further explore the value of Defender for IoT.
+
+## The Defender for IoT license
+
+The Defender for IoT license is site-based according to the number of devices that your network has and needs to monitor. This ranges from a site that is an extra-small license for 100 devices to an extra large site license for over 5,000 devices.
+
+Each physical site needs to have one license associated with it, so you need to purchase the license that covers the number of devices at the site. For example, for a site with 2000 devices a customer needs to purchase one Extra Large (XL) license (covering up to 5000 devices). You cannot purchase two Large licenses (covering up to 1000 devices each). If you need a license for a site with more than 5000 devices, ask your seller to help you access the 2XL or 3XL licenses in the Azure portal.
+
+Each Microsoft 365 license lasts for one year. A customer could also utilize the large-scale, long-term licensing option to fit your individual business needs, for more information contact the sales team.
+
+Once the license is set up and running, full security value is provided to all your devices even if they exceed the limit of the license. When renewing the license ensure that it’s updated to the new size for your network.  
+
+>[!NOTE]
+>The OT site license isn't included in the ME5 or E5 security packages.
+>
+
+### Preconfigured hardware
+
+Microsoft is partnered with Arrow Electronics to provide preconfigured hardware component appliances for deploying the sensors. To purchase a preconfigured appliance, contact Arrow at: hardware.sales@arrow.com.
+
+For more information, see [OT preconfigured appliances help guide](ot-pre-configured-appliances.md) or the [OT monitoring appliance catalog](appliance-catalog/index.yml).
+
+### License cancellation or renewal
+
+Customers can cancel a paid license within seven days of the start of the license and receive a prorated refund. After seven days, turn off the [recurring billing](/microsoft-365/commerce/subscriptions/renew-your-subscription) setting to prevent automatic renewal.​  
+
+The license can be canceled in **Plans and pricing**. To learn more, see [cancel a Defender for IoT plan for OT networks](how-to-manage-subscriptions.md#cancel-a-defender-for-iot-plan-for-ot-networks).​
+
+A license can also be deactivated, for more information, see [cancel your subscription in the Microsoft 365 admin center](/microsoft-365/commerce/subscriptions/cancel-your-subscription).​
+
+Tenants without an active site license have a 30-day grace period from the last expired license to renew the expired licenses. Afterward the 30 days the Defender for IoT service stops, and data retention stops after 90 days.​
+
+### Migration of an Azure Consumption Revenue (ACR) license to the new Microsoft 365 license
+
+The legacy ACR license can be migrated to the new Microsoft 365 license. For more information, see [migrate from a legacy OT plan](how-to-manage-subscriptions.md#migrate-from-a-legacy-ot-plan).
+
+## Trial license extension
+
+A trial license covers a site with up to 1,000 devices for a minimum of 30 days. To start a trial license, see [start a Microsoft Defender for IoT trial](getting-started.md).
+
+During the period of the trial license Defender for IoT gives full security value to all of the devices connected to the site, even if there are more than 1000 devices.
+
+To extend your trial license, see [extend a trial license in the Admin center](how-to-manage-subscriptions.md#extend-a-trial-license-in-the-admin-center).
+
+To purchase a full Defender for IoT license at the end of the trial period, see [purchase a Defender for IoT license](how-to-manage-subscriptions.md#purchase-a-defender-for-iot-license).
+
+>[!NOTE]
+>
+>A trial license can be extended by the customer up until 15 days before the end of the trial using the [Microsoft 365 Admin Center](https://admin.microsoft.com/Adminportal/Home?#/homepage).
+>
+
+### Government license customers
+
+For Government Community Cloud (GCC), Government Community Cloud High (GCC-H) and U.S. Department of Defense (DoD) customers who want to activate the trial, see [government customers trial license extension](getting-started.md#government-customers-trial-license).
+
+## Next steps
+
+For more information, see:
+
+- [Manage Defender for IoT plans for OT monitoring](how-to-manage-subscriptions.md)
+- [Manage Defender for IoT plans for Enterprise IoT monitoring](manage-subscriptions-enterprise.md)
+- [Operational Technology (OT) networks frequently asked questions](faqs-ot.md)
+- [Microsoft Defender for IoT Plans and Pricing](https://www.microsoft.com/security/business/endpoint-security/microsoft-defender-iot-pricing)
diff --git a/articles/defender-for-iot/organizations/media/getting-started/plan-set-up.png b/articles/defender-for-iot/organizations/media/getting-started/plan-set-up.png
diff --git a/articles/defender-for-iot/organizations/media/getting-started/subscriptions.png b/articles/defender-for-iot/organizations/media/getting-started/subscriptions.png
diff --git a/articles/defender-for-iot/organizations/media/onboard-sensors/onboard-ot-sensor.png b/articles/defender-for-iot/organizations/media/onboard-sensors/onboard-ot-sensor.png
diff --git a/articles/defender-for-iot/organizations/onboard-sensors.md b/articles/defender-for-iot/organizations/onboard-sensors.md
@@ -1,7 +1,7 @@
 ---
 title: Onboard sensors to Defender for IoT in the Azure portal
 description: Learn how to onboard sensors to Defender for IoT in the Azure portal.
-ms.date: 05/28/2023
+ms.date: 11/17/2024
 ms.topic: install-set-up-deploy
 ms.collection:
   -       zerotrust-extra
@@ -54,26 +54,38 @@ This procedure describes how to onboard an OT network sensor with Defender for I
 
         If you don't yet have a subscription to select, select **Onboard subscription** to [add an OT plan to your Azure subscription](getting-started.md).
 
-    1. (Optional) Toggle on the **Cloud connected** option to view detected data and manage your sensor from the Azure portal, and to connect your data to other Microsoft services, such as Microsoft Sentinel.
+    1. (Optional) Toggle on the **Cloud connected** option to view detected data and manage your sensor from the Azure portal, and to connect your data to other Microsoft services, such as Microsoft Sentinel.<!-- Due to UI changes this may need to change to: In the **Sensor type** field, select from the dropdown options.  -->
 
         For more information, see [Cloud-connected vs. local OT sensors](architecture.md#cloud-connected-vs-local-ot-sensors).
 
     1. (Optional) Toggle on the **Automatic Threat Intelligence updates** to have Defender for IoT automatically push [threat intelligence packages](how-to-work-with-threat-intelligence-packages.md) to your OT sensor.
 
     1. In the **Site** section, enter the following details:
-        
+
         |Field name |Description  |
         |---------|---------|
         |**Resource name**     |  Select the site you want to attach your sensors to, or select **Create site** to create a new site.  <br><br>**If you're creating a new site**: <br>1. In the **New site** field, enter your site's name and select the checkmark button. <br>2.  From the **Site size** menu, select your site's size. The sizes listed in this menu are the sizes that you're licensed for, based on the licenses [you'd purchased](how-to-manage-subscriptions.md) in the Microsoft 365 admin center.  <br><br>If you're working with a legacy OT plan, the **Site size** field isn't included.   |
         |**Display name**     |    Enter a meaningful name for your site to be shown across Defender for IoT.   |
         |**Tags**     |   Enter tag key and values to help you identify and locate your site and sensor in the Azure portal.      |
         |**Zone**     | Select the zone you want to use for your OT sensor, or select **Create zone** to create a new one.        |
 
+        OR due to UI change:<!-- check this with Belle and make changes and delete unneeded sections of the table. -->
+
+        |Field name |Description  |
+        |---------|---------|
+        |**Site name**     |  Select the site you want to attach your sensors to, or select **Create site** to create a new site.  <br><br>**If you're creating a new site**: <br>1. In the **New site** field, enter your site's name and select the checkmark button. <br>2.  From the **Site size** menu, select your site's size. The sizes listed in this menu are the sizes that you're licensed for, based on the licenses [you'd purchased](how-to-manage-subscriptions.md) in the Microsoft 365 admin center.  <br><br>If you're working with a legacy OT plan, the **Site size** field isn't included.   |
+        |**Site size**     |  Choose the size of the site from the options in the dropdown list.  |
+        |**Display name**     |    Enter a meaningful name for your site to be shown across Defender for IoT.   |
+
+    For example:
+
+    :::image type="content" source="media/onboard-sensors/onboard-ot-sensor.png" alt-text="Screenshot of the process for onboarding an OT sensor, assigning the site and zone setting." lightbox="media/onboard-sensors/onboard-ot-sensor.png":::
+
 1. When you're done with all other fields, select **Register**. A success message appears and your activation file is automatically downloaded.
 
 1. Select **Finish**. Your sensor is now shown under the selected site on the Defender for IoT **Sites and sensors** page.
 
-Until you activate your sensor, the sensor's status will show as **Pending Activation**. Make the downloaded activation file accessible to the sensor console admin so that they can [activate the sensor](ot-deploy/activate-deploy-sensor.md).
+Until you activate your sensor, the sensor's status shows as **Pending Activation**. Make the downloaded activation file accessible to the sensor console admin so that they can [activate the sensor](ot-deploy/activate-deploy-sensor.md).
 
 [!INCLUDE [root-of-trust](includes/root-of-trust.md)]
 
