Standalone Solutions Configuration Tool (SSCT)

Transcription

1 Standalone Solutions Configuration Tool (SSCT) Intro to SSCT for Lenovo Pre-Sales Advisor Tool (PSAT) users

2 Intro to Lenovo SSCT for PSAT Users This presentation is for users of Lenovo Pre-Sales Advisor Tool (PSAT) PSAT will be sunset 3/31/2017, users can migrate to however Lenovo ThinkServer systems MUST BE configured leveraging SSCT, starting April 1 st This presentation is designed to successfully quote via SSCT with minimum training Pre-Sales Advisor Standalone Solutions Configuration Tool 2

3 Lenovo SSCT for PSAT Users Learning Objectives Topic 1: Tool Overview, Purpose and Features Produce valid data center configurations with compatible options and price estimates Topic 2: Downloading, Installing and Launching SSCT Download from and local installation Topic 3: Initial Start Screen / Preferences Update Checker, Initial Start Options, Country and Language selection Topic 4: Configuration Wizard Guided walkthrough of component and compatible options Topic 5: Configuration Mode Shopping Cart, Component Catalog, Compatibles Toolbox, Quote Topic 6: Save and Import / Export Features Output File types, Modify Currency Tags, Availability Indicators and Adjusted Prices References / Resources Database, Find a Part, Menu Icon Mapping, Addition Training Materials 3

4 Topic 1: Tool Overview, Purpose and Features Standalone Solutions Configuration Tool (SSCT) is a Lenovo solution sales application designed to run as a standalone program on a personal computer It is publically available from a Lenovo website in order to provide a readily available resource to Lenovo customers and Business Partners SSCT has been created to provide a user friendly interface for Lenovo sales, technical sales support, and business partner teams to facilitate technical collaborations in configuring systems SSCT incorporates technical guidelines in its database in order to provide accurate and valid price estimates, ideal configurations, and other associated requirements when configuring Lenovo data center products 4

5 Topic 2: Downloading, Installing and Launching SSCT SSCT installation package may be obtained from: After Installed, Standalone Solutions Configuration Tool may be launched from the All Programs / Apps menu within the Start button similar to other programs within Windows Operating System Here is an example from Windows 10: Once utl_cutil_1.65_winwrk_i386.exe is downloaded, it must be executed with appropriate privileges to install the program locally. Reference the Readme for details 5

6 Topic 3: Initial Start Screen / Preferences During the launch of SSCT, a popup will automatically look for available updates Select the desired updates (SSCT or Data) and then click download The downloaded executable file must be manually run to incorporate the update Data Updates include Product Changes and Price Updates, it is recommended to update when available SSCT Update Checker can be toggled by de-selecting Check for updates at startup The SSCT Update Checker can be launched by clicking the Check for updates selection under the Help toolbar menu item 6

7 Topic 3: Initial Start Screen / Preferences Upon launching the program, the preferences window will be displayed, prompting the user to define the initial settings for the tool 7

8 Topic 3: Initial Start Screen / Preferences There are three initial Start Options to choose from: 1. Wizard : the configuration wizard guides the user with a step-by-step interface to select and create a valid server configuration Wizard is the recommended starting option for novice users 2. Configuration Mode: configures single or multiple standalone server, storage and networking configurations, that can be added to a single quote Configuration Mode is an ideal starting option once a user becomes comfortable with SSCT 3. Solution Mode: configures complex rack solutions containing multiple servers This introductory training material will not cover this topic. Detailed training information is contained within the SSCT application and can be launched from the Start Menu shortcuts 8

9 Topic 3: Initial Start Screen / Preferences Country and Language can easily be selected from the dropdown selections Screenshot of SSCT with Canada and French settings 9

10 Topic 4: Configuration Wizard Select Wizard on the Preferences window Alternatively the Configuration Wizard can be launched by selecting Wizard from the Configuration menu selection 10

11 Topic 4: Configuration Wizard Note: Window can be resized Step 1: Select Brand -ThinkServer Step 2: Select Family - ThinkServer TD350 Show only TopSeller Models Step 3: Select Model - 70DG006WUX Click Configure to continue 11

12 Topic 4: Configuration Wizard Click the Processors tab and add a second processor by double clicking it within the left pane, or by selecting it and then clicking the >> button Notes are displayed in the Additional Info text box at the bottom of the screen and displays any warnings or errors that apply to the current tab Tabs may be selected in any order, but it is recommended to use the Next button, pressing the Next button cycles through each tab one at a time (Processor -> Memory i.e.) 12

13 Topic 4: Configuration Wizard The Memory tab contains a submenu structure, select each submenu tab to configure Click the Memory tab sub-menu to configure compatible memory options 13

14 Topic 4: Configuration Wizard System information is displayed and automatically updated when components are added or removed. 14

15 Topic 4: Configuration Wizard Some sub-menu s have dynamic tabs based on the options checked Internal storage and Tape drive configuration tabs require selection prior to sub-menu tabs from being displayed 15

16 Topic 4: Configuration Wizard The last tab in the Configuration Wizard is the Summary tab displaying all the selections made. Clicking Add And Exit will close the Wizard and add the configuration into the Configuration Mode Shopping Cart / Quote window 16

17 Topic 4: Configuration Wizard Configuration Mode After successfully adding a configuration with the Wizard, the following Configuration Mode window will be displayed, with the output of the Wizard 17

18 Topic 5: Configuration Mode Configuration Mode configures single or multiple standalone server, storage and networking devices, that can be added to a single quote This mode is the same mode that is displayed after the Wizard is successfully completed 18

19 Topic 5: Configuration Mode Shopping Cart / Quote Configuration Mode selection will by default show the Component Catalog for the Country selected and a blank Shopping Cart / Quote window The Shopping Cart and Quote tab window Component Catalog 19

20 Topic 5: Configuration Mode Shopping Cart The Shopping Cart tab view displays a list of each item in the configuration with its respective description, part number, status, position and price A group named Config 1 is created by default Right click to rename The Group Name input box 20

21 Topic 5: Configuration Mode Component Catalog The Component Catalog window provides a list of all components within the SSCT database that can be configured. Selecting Show subcategories will organize the product families by attributes such as TopSeller Model and storage attributes such SATA, SAS or SATA/SAS and 3.5in or 2.5in chassis Navigate the tree structure through the product portfolio until the desired product is found. Double click to add the selected product to the Shopping Cart / Quote window 21

22 Topic 5: Configuration Mode Shopping Cart The selected item from the Component Catalog will be placed in the Shopping Cart / Quote window, the server and all included additional internal components will be added to the General section The Server will be added to the Group named earlier TD350 ThinkServer In order to manage configurations more efficiently, items may be organized into assorted Groups of items. Components can easily be dragged between groups. Groups will be beneficial when Exporting configurations to easily identify components within a complex solution involving multiple components with additional options and services included. 22

23 Topic 5: Configuration Mode Compatibles Toolbox The Configuration Wizard can be enabled by the Configure right-click menu or the Compatibles Toolbox can be launched to select a compatible option 23

24 Topic 5: Configuration Mode Compatibles Toolbox The Compatibles Toolbox is a dialog window containing an expandable list of items and is divided into several categories Each expandable category contains a list of components that are compatible with the system selected Compatible options can be added quickly and in user defined quantities, this can be more efficient than using the Configuration Wizard 24

25 Topic 5: Configuration Mode Shopping Cart Options added to the component will be listed beneath by category The Unconfigured category indicates an option is unable to be installed The ThinkServer Gen 5 750W Platinum Hot Swap Power Supply (4X20F28575) is added to the Unconfigured category because the base system already included both redundant power supply units as clearly indicated in the General section of the Shopping Cart. It is important to review the Unconfigured category to see if the component was selected in error or was an intended action. 25

26 Topic 5: Configuration Mode Quote The Quote tab lists all components within all current configuration groups Indicated are descriptions, part numbers, quantity, list prices and adjusted prices Components listed are assorted by the Groups in the Shopping Cart tab Note: This view represents what a configuration Export will contain 26

27 Topic 6: Save and Import / Export Features Save and Open SSCT configurations via the Topology file (.tp3) Configurations may be saved and loaded at any time while working with SSCT This operation is performed when selecting Save or Save as from the File menu Load from a previously saved file by selecting Open from the File menu.tp3 files are the only files that can be Imported via SSCT Export provides a configuration report that can be sent/viewed in various formats 27

28 Topic 6: Save and Import / Export Features Export files can be modified by deselecting: Include gridlines & top row Include currency symbols Include ABCD Class When the configuration is complete, the Export feature will produce an output file of choice with all the configuration details Supported formats are:.csv,.txt,.ods,.xls, and.xml Default is Quote Group Format (.xls) Remember these options by selecting Save as default file export settings 28

29 Topic 6: Save and Import / Export Features Common Formats Quote (.csv /.txt) Creates a file with the list of components on the quote. The order of the components are as they were created. Does not require Microsoft Excel (.xls) or Open Office (.ods) Quote Group (.xls /.ods): The order of the component is based on the Shopping Cart grouping. The Quantity field is the total sum of equal components in the group multiplied by Configuration Quantity of the same group. This decreases the size of the resulting printed file, creating a simple summary report. Quote Server (.xls /.ods): Each system contains its own components, each component is its own line. The quantity field is equal to the Configuration Quantity of the group. This provides a fully detailed report resulting in a very large printout. It can be viewed as a fully expanded report Specialized Formats CFXML (.xml) Creates a file that contains a configuration in a format that can be used by several other applications, typically this format is used for importing into CRM and other ERP tools epricer (.csv): Creates a file to be used as an input to epricer following the proprietary epricer protocol 29

30 Topic 6: Export Features Quote (.csv &.txt) Quote Export (.txt) viewed in notepad Quote Export (.csv) viewed in Excel Table Type Country Code Creation Date Part Number / MTM Quantity Q1 Quantity Q2 Quantity Q3 Requested Price US 13-Feb-17 Line Items Lenovo ThinkServer 16GB DDR4-2400MHz (2Rx4) RDIMM 4X70G Lenovo ThinkServer Gen 5 750W Platinum Hot Swap Power Supply 4X20F TopSeller TD350, 2x Intel Xeon 8C E v4 2.1GHz/2133MHz/20MB 2x16GB O/Bay 3.5in SR 110i 70DG006WUX

31 Topic 6: Export Features Group Quote (.xls) Standalone Solutions Quote Prepared for: Prepared by: Your final configuration may contain hardware, software, and services; therefore, accounting implications N/C = No Charge need to be taken into consideration. A bottom line price for the package/bundle should only be presented Price File Date: 10 February 2017 with accounting approval. Part No. Description ABCD Class Quantity List Price List Price Adjusted Price Adjusted Price (quantity x unit (quantity x unit (per unit) price) (per unit) price) US Dollar US Dollar US Dollar US Dollar Misc TD350 ThinkServer Added 2/13/2017 5:14:34 PM 70DG006WUX TopSeller TD350, 2x Intel Xeon 8C E v4 2.1GHz/2133MHz/20MB 2x16GB O/Bay 3 1 USD 2, USD 2, USD 2, USD 2, X70G88319 Lenovo ThinkServer 16GB DDR4-2400MHz (2Rx4) RDIMM 6 USD USD 1, USD USD 1, X20F28575 Lenovo ThinkServer Gen 5 750W Platinum Hot Swap Power Supply 1 USD USD USD USD Total USD 4, USD 4, Standalone Solutions Quote Prepared for: Prepared by: Your final configuration may contain hardware, software, and services; therefore, accounting implications N/C = No Charge need to be taken into consideration. A bottom line price for the package/bundle should only be presented Price File Date: 10 February 2017 with accounting approval. Part No. Description Quantity List Price List Price Adjusted Price Adjusted Price (quantity x unit (quantity x unit (per unit) price) (per unit) price) US Dollar US Dollar US Dollar US Dollar Misc TD350 ThinkServer Added 2/13/2017 5:16:03 PM 70DG006WUX TopSeller TD350, 2x Intel Xeon 8C E v4 2.1GHz/2133MHz/20MB 2x16GB O/Bay 3 1 2, , , , X70G88319 Lenovo ThinkServer 16GB DDR4-2400MHz (2Rx4) RDIMM , , X20F28575 Lenovo ThinkServer Gen 5 750W Platinum Hot Swap Power Supply Total 4, ,

32 Topic 6: Export Features Remove Adjusted Price Note, to simplify the Quote tab view, and all Exports, the Adjusted Price columns can be turned off from the Price Format setting in the View menu item Resulting Exports will no longer include the Adjusted Price columns, helping to simplify quotes Standalone Solutions Quote Prepared for: Prepared by: Your final configuration may contain hardware, software, and services; therefore, accounting implications N/C = No Charge need to be taken into consideration. A bottom line price for the package/bundle should only be presented Price File Date: 10 February 2017 with accounting approval. Part No. Description Quantity List Price List Price (per unit) US Dollar (quantity x unit price) US Dollar Misc TD350 ThinkServer Added 2/13/2017 5:34:39 PM 70DG006WUX TopSeller TD350, 2x Intel Xeon 8C E v4 2.1GHz/2133MHz/20MB 2x16GB O/Bay 3 1 2, , X70G88319 Lenovo ThinkServer 16GB DDR4-2400MHz (2Rx4) RDIMM , X20F28575 Lenovo ThinkServer Gen 5 750W Platinum Hot Swap Power Supply Total 4,

33 References / Resources

34 Helpful Hints Database Window The Database Window allows components to be searched for within the SSCT database Define the search criteria within the Database window by typing the desired part number or description and then clicking Search The Database Window is helpful when searching for components to a solution, but not necessary ready to be added to the configuration. Columns are sortable by clicking the heading, making it easier to deal with large search results. 34

35 Helpful Hints Find a Part The Find a Part tool allows components to be searched for within the SSCT database for quick additions to a configuration Define the search criteria within the Find a Part window by typing the desired part number or description and then clicking Search Upon clicking OK, all selected items will be added to the configuration and the additions are then reflected in the Shopping Cart tab An efficient way of managing Find a Part items is by creating a new configuration Group from the Shopping Cart menu and then by adding items from the Find a Part window to that new Group 35

36 Configuration Mode Toolbar Icon Buttons 36

37 Configuration Mode Toolbar Icon Buttons continued 37

38 Resources For additional information refer to any of the following resources: Help Documentation The help files include specific topics regarding functionality of SSCT and is recommended for all users of the application The Help can be launched while working with the tool by selecting Help Contents from the Help menu After the SSCT is installed on your computer, find useful resources via: Start Program Standalone Solutions Configuration Tool - Change History - Readme - SSCT Education - SSCT User Guide 38

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