Cisco Software: Classic Licensing Management with Smart Accounts. Customers and Partners

Transcription

1 Cisco Software: Classic Licensing Management with Smart Accounts Customers and Partners

2 Software Training Curriculum for Customers Live Training Schedule Activity Time Role Description Managing Application Cisco Software: Capability Overview for Customers hour All Customer Roles involved with Smart Accounts as Admins and Users N/A Cisco Software: Smart Account Setup and Administration for Customers hour All Customer Roles Cisco Software Central (CSC) Cisco Software: Smart Licensing Management with Smart Accounts hour Software license and purchasing approver License administration and management Smart Software Manager (SSM) Cisco Software: Classic Licensing Management with Smart Accounts hour Software license and purchasing approver License administration and management License Registration Portal (LRP) Cisco Software: EA Workspace hour EA Management EA Workspace

3 Software Training Curriculum for Partners Activity Time Role Description Managing Application Live Training Schedule Cisco Software: Capability Overview for Partners hour All Partner Roles N/A Cisco Software: Smart Account Setup and Administration for Partners Cisco Software: CCW Quoting and Ordering with Smart Accounts Cisco Software: BB Quoting and Ordering with Smart Accounts hour All Partner Roles involved with Smart Accounts as Admins and Users hour Person placing orders Person assigning order from holding account to customer smart account hour Person placing orders Person assigning order from holding account to customer smart account Cisco Software Central (CSC) Cisco Commerce (CCW) Cisco Commerce (CCW) and BB systems Cisco Software: Cloud/ SaaS Quoting 0.5 hours Person creating quotes for Cloud/ SaaS Cisco Commerce (CCW) Cisco Software: Cloud/ SaaS Ordering 0.5 hours Person creating orders for Cloud/ SaaS Cisco Commerce (CCW) Cisco Software: Cloud/ SaaS Subscription Management 0.5 hours Person managing subscriptions Cisco Commerce (CCW) Cisco Software: Cloud/ SaaS Invoicing 0.5 hours Person managing invoices Cisco Commerce (CCW) Cisco Software: Smart Licensing Management with Smart Accounts Cisco Software: Classic Licensing Management with Smart Accounts hour Software license and purchasing approver License administration and management hour Software license and purchasing approver License administration and management Smart Software Manager (SSM) License Registration Portal (LRP) Cisco Software: EA Workspace hour Customers EA Workspace

4 Learn how to: View and Assign PAKs to Smart Accounts in LRP Convert PAKs to Smart Licenses in LRP

5 Agenda 3 Smart Accounts for Traditional PAKs in LRP Convert PAKs to Smart Licenses in LRP Support and Additional Resources

6 Smart Accounts for Traditional PAKs in LRP

7 Smart Accounts for Classic PAKs How it Works for your Customer or your Own Company Smart Account Cisco Software Central (CSC) Cisco Commerce (CCW) License Registration Portal (LRP) Scenario : Assign Items on New orders to a Smart Account Create Customer Smart Account Assign Order to Customer Smart Account PAKs are automatically deposited into LRP Scenario : Assign existing or unassigned items to Smart Account Create Customer Smart Account Customer can assign PAKs to Smart Account from LRP

8 Smart Accounts in LRP Login to License Registration Portal (LRP) Login into Cisco Software Central (CSC).On the CSC Home page, click License or look under the License section. From License section, click Traditional Licensing.

9 Smart Accounts in LRP View Classic PAK Licenses If you do not have a Smart Account the dropdown will only have your CCO ID and you will be able to view your PAKs, Licenses, Devices and Transactions History associated with your CCOID. If you have access to one or more Smart Accounts associated with your CCO ID, you will view a drop down option. You can select the Smart Account and view PAKs/ licenses for a specific Virtual Account. From there you can manage your PAKs/ Tokens, Licenses, Devices and Transactions History. Note: if your orders were assigned to a Smart Account, the respective PAKs will be automatically deposited in your Smart Account in LRP.

10 Smart Accounts in LRP View Classic PAK Licenses Once you select the Smart Account, you will also have to choose a Virtual Account. The dropdown will appear automatically, so that you can easily select one Virtual Account.

11 Smart Accounts in LRP Smart and Virtual Account Selection 3 Once you select the Smart Account, you will be able to view and manage PAKs/Tokens, Licenses, Devices and Transactions History related to this specific Smart Account. 3

12 Smart Accounts in LRP Add Virtual Account During Add New PAKs/Tokens Workflow You can assign a PAK/token to Smart Account or Virtual Account as part of Add New PAKs/tokens process. 3 You need to click on Add New PAKs / Tokens link. A pop up will appear where you can provide the required details. Users must enter anywhere from one to 0 PAKs or Token IDs. You can also look up a PAK by Sales Order ID. Click OK. 3

13 Assign Classic PAKs to Smart Accounts Select PAKs to Assign Upon clicking on the PAKs/Tokens tab, you will be able to view all PAKs/Tokens associated to your CCOID. Check the unfulfilled or partially fulfilled* PAKs to assign them to a Smart Account and specific Virtual Account. Once they are assigned to a Smart Account, you can view all PAKs associated with the Smart Account, not only the PAKs associated to you individually. *The most common case is to assign unfulfilled or partially fulfilled PAKs to Smart Account since the license is still available for consumption. However, even Fulfilled PAKs can be assigned to a Smart Account via this option.

14 Assign Classic PAKs to Smart Accounts Assign PAK-based Licenses to Smart Account If there is a PAK or Token that does not have an assigned Smart Account or Virtual Account, you will be able to assign it. Once you have selected (checked) a PAK/ Token from the list, click Assign to a Smart Account.

15 Assign Classic PAKs to Smart Accounts Assign PAKs to Smart Account (cont.) In the dialog box, select the appropriate Smart Account and specify a Virtual Account. Only the Smart and Virtual Accounts you have access to will display. Click Assign.

16 Assign Classic PAKs to Smart Accounts Assign PAK License to Smart Account (cont.) The request has been successfully completed.

17 Assign Classic PAKs to Smart Accounts Smart Account View of PAK Licenses Now you can filter by Smart Account (and Virtual Account) to view all the classic PAKs associated with that Smart Account (from multiple users). This provides you with a complete company view of PAKs which have been assigned to your Smart Account.

18 Licenses Tab in LRP View License Information associated to your Virtual Account Upon clicking the Licenses tab, you will be able to view License information relating to your Virtual Account. When a License has been selected, its associated information will be shared in a pop-up. You will be able to check the detailed Transaction information, Org Information and Transaction History.

19 View Licenses and Devices in LRP Smart Account View of Licenses and Devices You can see all your Licenses and Devices which have been associated with your company Smart Account. This provides an overall company view.

20 Convert from PAK Based to Smart License

21 Convert Classic Licenses to Smart Licenses Manage Unfulfilled / Partially Fulfilled Classic Licenses using Smart Licensing in SSM

22 Convert Classic Licenses to Smart Licenses View Current Total of Smart Licenses in SSM Currently there are 4 Smart Licenses in SSM. Once we convert classic licenses to Smart Licenses, more will be available in SSM.

23 Convert Classic Licenses to Smart Licenses View of Licenses In LRP, click PAKs/Tokens, the PAKs available for you to manage are displayed, as is any Smart Account Assignment information. Select the unfulfilled/partially fulfilled PAKs that you want to convert to Smart licenses. A Smart equivalent SKU must be available.

24 Convert Classic Licenses to Smart Licenses Convert to Smart Entitlements After selecting the PAK, click on the blue arrow and then click Convert to Smart Licensing.

25 Convert Classic Licenses to Smart Licenses Convert to Smart Entitlements (cont.) 3 If you haven t yet assigned the licenses to a Smart Account/Virtual Account, you will be prompted to at this time. Reselect the SKUs to be converted and select the quantity. Click Submit. Note: The system asks for this confirmation since once these SKUs are converted, they cannot be used for future transactions in this tool. Instead, you can manage these licenses in SSM. 3

26 Convert Classic Licenses to Smart Licenses Convert to Smart Entitlements (cont.) The message confirming that the SKU conversion has been successful is displayed.

27 Convert Classic Licenses to Smart Licenses View Status The status of the licenses now say converted (or partially converted). You can view here as a record, but will need to manage them in SSM now.

28 Convert Classic Licenses to Smart Licenses View Increased Total of Smart Licenses in SSM Log back into SSM. The license quantity has increased to 43, reflecting the licenses you converted. Now you can transfer these licenses to other virtual accounts and use the licenses management features available in SSM. Once converted, you will need to register using the token Smart registration process.

29 Convert Classic Licenses to Smart Licenses Event Log The Event Log will display the transaction history for this conversion. Both Smart Account and Virtual Account will display the conversion entries. Smart Account Virtual Account

30 Convert License on Device to Smart Entitlement Convert license already registered on a device to Smart License

31 Convert License on Device to Smart Entitlement Select Device to Convert Registered Licenses In the Devices tab of LRP, select the device(s) that contain the licenses you wish to migrate to Smart Entitlements. Select the device, click the blue arrow and click Convert to Smart Licensing. All or none: All licenses on the device MUST have Smart equivalent SKU available

32 3 4 Convert License on Device to Smart Entitlement Device Conversion/ Partial Device Conversion Option You can select a single device and perform partial device conversion. Once the device has been selected you can enter the quantities you wish to convert if the product allows partial conversions. Not all products allow a partial conversion. Click Submit. Once classic licenses are converted to smart entitlements they will no longer appear in LRP but will appear in Cisco Smart Software Manager (SSM). 4 3 Note: All transactions will be recorded in event logs and be displayed in transaction history in both LRP and SSM.

33 Convert License on Device to Smart Entitlement Confirmation Confirmation message displays. You will also receive an notification. Your licenses have been removed from the LRP and are deposited into your Smart Account.

34 Convert License on Device to Smart Entitlement Licenses Available in SSM After the license migration is complete, the Smart Entitlements (licenses) will be reflected in the user s specified Smart Account within Smart Software Manager (SSM). To register a device to those licenses, follow the token registration process in SSM. The Event Log will display the transaction history for this conversion (both in the Smart Account and Virtual Account). Virtual Account

35 Convert License on Device to Smart Entitlement View Eligible Devices In the Devices tab, you can view which licenses on devices are eligible for smart conversion. You will see a message at the bottom of the page indicating there are licenses available for Smart conversion. Click on View Eligible Devices to access a table displaying the appropriate information.

36 Convert License on Device to Smart Entitlement Select Device to Convert Registered Licenses After you have selected View eligible devices, a pop up will appear listing the licenses that are available for smart conversion. Selecting a device will begin the device conversion process. Note: if there are more than 0 devices listed, you will have the ability to scroll through the list.

37 Support and Additional Resources

38 Virtual Chat Assistant (VCA) Virtual Assistant in LRP You can now access the Virtual Chat Assistant (VCA) from License Registration Portal. Click the Help link in the upper right-hand corner of the page You will be redirected to Licensing Help Central and here you can ask questions to a Virtual Assistant. For more details, check this QRG: VCA Quick Reference Guide

39 Customer Support Submitting Cases Software Licensing Support Customers with Software Licensing issues/questions can open a case using standard Cisco processes: Licensing@cisco.com* Online Phone GLO Software Licensing Support (licensing@cisco.com) is available 4 x 7 Product Support: Technical Assistance Center (TAC) Customers can contact TAC for product support issues & questions using existing Cisco processes Software Decision Tree: guidelines on the appropriate support contacts for each type of issue *When writing to GLO (Licensing@cisco.com), you need to type your CCOID in the body of the .

40 Additional Resources Location Audience Description Software Operation Exchange Page Training Schedule Orderable Smart Licensing SKU List FAQ All All Cisco Smart Accounts Overview Cisco Smart Software Licensing Overview Additional Software training and informational resources Cisco Software: Capability Overview for Partners Partner/ Distributor/ BB Cisco Software: Smart Accounts Setup and Administration for Partners Cisco Software: CCW Quoting and Ordering with Smart Accounts for Partners Partner/ Distributor Partner/ Distributor Step-by-step guide on how to create and manage Holding Smart Accounts in Cisco Software Central (CSC) Step-by-step guide of how to order Smart Licensing products and assign Smart Accounts to Licenses in CCW for Par\ners and Distributors Cisco Software: BB Quoting and Ordering with Smart Accounts for Partners Cisco Software: Smart Licensing Management with Smart Accounts Cisco Software: Classic Licensing Management with Smart Accounts BB Partners/ Customer Partners/ Customer Step-by-step guide of how to order Smart Licensing products and assign Smart Accounts to licensing through BB ordering Smart Licensing Management in Smart Software Manager Classic Licensing Management in the License Registration Portal Cisco Software: EA Workspace Cisco Software: EA Workspace on-demand Videos Customer EA Workspace EE Training Guide Cisco ONE PAK Fulfillment Training Partner/Customer Specific on-demand training on Cisco ONE PAK Fulfillment.

41 Additional Resources Location Audience Description Smart Accounts Leading Practices - Partners Partner/ Dist./ BB Smart Accounts Leading Practices for Partners Request Holding Smart Account Quick Reference Guide Complete Holding Smart Account Setup Quick Reference Guide Request Customer Smart Account Quick Reference Guide Complete Customer Smart Account Setup Quick Reference Guide Request Access to an Existing Smart Account Assist a Customer with Smart Account Set Up Quick Reference Guide Assign a Partner to Manage Account on your Behalf Quick Reference Guide Partner/ Dist./ BB Partner/ Distributor/ BB/ End Customer Sales/ Partner/ Disti/ BB/ End Customer Partner/ Distributor/ BB Partner/ Distributor/ BB/ End Customer Quick step-by-step guide on how to initiate a request for a Holding Smart Account Quick step-by-step guide on how to complete the setup for a Holding Smart Account Quick step-by-step guide on how to initiate a request for a Customer Smart Account Quick step-by-step guide on how to complete the setup for a Customer Smart Account Quick step-by-step guide on how to request access to an existing Smart Account Quick step-by-step guide on how a Partner can assist a Customer with setting up a Smart Account Quick step-by-step guide on how a customer can assign a partner to manage their Smart Account

42 Any Questions

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44 Version History (October 07) Slide # Details Release 40 Version History: added the Cisco ONE PAK fulfillment training: Oct 07

45 Version History (January 08) Slide # Details Release, 3, 40 Change from ELA Workspace to EA Workspace 8, Change from ELA Workspace to EA Workspace (screenshots), 8, 9, 34 SSM: new Preferences tab 3, 7, Change from Cisco Commerce Workspace (CCW) to Cisco Commerce (CCW) slide only January 08 January 08 January 08 January 08