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2026-04-26 12:06:50 +08:00
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knowledgebase/csd-wiki/ICSD/ESM-SaaS-Order-Fulfillment-Process_686069900.md
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# ESM-SaaS-Order-Fulfillment-Process_686069900
## Introduction
This document is to introduce the ESM SaaS Order Fulfillment Process and the flow how to manage the E2E customer tenant provision and license assignment.
## Process
1. Receive new order ID and create new record in SharePoint Excel File: [ESM SaaS Order Fulfillment Tracking List.xls](https://opentextcorporation.sharepoint.com/:x:/s/MFI-SMAXSaaSDevOps/Eb_O7Hm-OzNNoB0NwWbdb1EBtl4dPZBQPctsdGhL9QTfGA?e=YXMJnc) and assign owner [Boglarka Ronai](https://rndwiki.houston.softwaregrp.net/confluence/display/~boglarka.ronai@microfocus.com)
(Old method was not working because of permissions on wiki page: [https://rndwiki.houston.softwaregrp.net/confluence/display/ICS/ESM+SaaS+Order+Fulfillment+Tracking+List](https://rndwiki.houston.softwaregrp.net/confluence/display/ICS/ESM+SaaS+Order+Fulfillment+Tracking+List) )
1. CT Order Provision & License File Generation [@Waldo Machado](mailto:wmachado@opentext.com) or [@Hasan Ahmed Shaik](mailto:hshaik@opentext.com)
2. X4X Tenant Provision (NEW BUSINESS ONLY) [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
3. Assign License to Tenant [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
4. PCS – Create New Entitlement [@Brindusa Kevorkian](mailto:bkevorkian@opentext.com) [@Wei Shen](mailto:wshen@opentext.com)
5. PCS - Create New Tenant Record and Link to Entitlement [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
2. Communication
1. Using Teams Channel “ESM SaaS Order Provision Working Group” to communicate all order provisioning & license # questions
3. Update Status
1. Once task is done, the owner update the status in the wiki page and Teams channel
2. [@Boglarka Ronai](mailto:bronai@opentext.com) to check overall progress and status
# ESM-SaaS-Order-Fulfillment-Process_686069900
## Introduction
This document is to introduce the ESM SaaS Order Fulfillment Process and the flow how to manage the E2E customer tenant provision and license assignment.
## Process
1. Receive new order ID and create new record in SharePoint Excel File: [ESM SaaS Order Fulfillment Tracking List.xls](https://opentextcorporation.sharepoint.com/:x:/s/MFI-SMAXSaaSDevOps/Eb_O7Hm-OzNNoB0NwWbdb1EBtl4dPZBQPctsdGhL9QTfGA?e=YXMJnc) and assign owner [Boglarka Ronai](https://rndwiki.houston.softwaregrp.net/confluence/display/~boglarka.ronai@microfocus.com)
(Old method was not working because of permissions on wiki page: [https://rndwiki.houston.softwaregrp.net/confluence/display/ICS/ESM+SaaS+Order+Fulfillment+Tracking+List](https://rndwiki.houston.softwaregrp.net/confluence/display/ICS/ESM+SaaS+Order+Fulfillment+Tracking+List) )
1. CT Order Provision & License File Generation [@Waldo Machado](mailto:wmachado@opentext.com) or [@Hasan Ahmed Shaik](mailto:hshaik@opentext.com)
2. X4X Tenant Provision (NEW BUSINESS ONLY) [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
3. Assign License to Tenant [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
4. PCS – Create New Entitlement [@Brindusa Kevorkian](mailto:bkevorkian@opentext.com) [@Wei Shen](mailto:wshen@opentext.com)
5. PCS - Create New Tenant Record and Link to Entitlement [@Miroslav Shindarov](mailto:mshindarov@opentext.com) [@Wenjun Sun](mailto:wsun2@opentext.com)
2. Communication
1. Using Teams Channel “ESM SaaS Order Provision Working Group” to communicate all order provisioning & license # questions
3. Update Status
1. Once task is done, the owner update the status in the wiki page and Teams channel
2. [@Boglarka Ronai](mailto:bronai@opentext.com) to check overall progress and status