Smart Net Total Care User Registration

Transcription

1 CHAPTER 2 Smart Net Total Care User Registration This chapter provides an overview of the SmartNet Total Care service and covers the following areas: Terminology Overview Overview of the User Registration Process Launch Smart Net Total Care Overview Page Functions for Different Users Legal Agreement User Registration Task Pre-Reqs User Registration Tasks Terminology Overview There are some key terms that are used in the registration process, these terms are listed below: Customer is a person working for an Entitled Company that is a Cisco customer. Entitled Company name of a Company that has a service contract with Cisco. Service there is one Cisco backend service in Smart Net Total Care: 2-1

2 Terminology Overview Chapter 2 Inventory Services Provides the capability to upload network inventories to the Cisco backend and use the Smart Net Total Care web portal to access network inventories uploaded by the customer. Registration flows there are two types of registration flows in the Smart Net Total Care portal: Cisco employee is referred to as the Application Administrator. who registers the first customer admin for an Entitled Company. Customer after being registered as an customer administrator, registers other Admins/ Users that belong to the same Entitled Compan(ies). Customer types there are two available customer types in the Smart Net Total Care portal: Administrator Only one that can create new user registrations (users or administrators). User Can view reports; cannot register anyone to an Entitled Company. Types of IR user roles: There are several types of Inventory and Reporting users, which are noted below: Customer Administrator (CA) A CA can perform the following tasks: Create and maintain other Customer Administrators, Customer Users, and CBR Users that are registered to the same Entitled Company as them self. Change a users role to: Customer Administrator, Customer User, or CBR User. View the reports for of the Entitled Compan(ies) they are associated to. Customer User (CU) A CU can view the reports for of the Entitled Company they are associated to. CBR User (CBR) A Cisco Branded Reseller (CBR) can view the reports of the Entitled Company they are associated to, when given access by the CA. 2-2

3 Chapter 2 Overview of the User Registration Process Note There will be only one registration per Entitled Company and each registration is associated to only one user role. Types of business programs and contract GSP s: In addition to there being two customer types, the types can be enrolled in any of the following business programs: Smart Net Total Care NOS Note The NLS1 GSP is the only supported GSP for all business programs. Overview of the User Registration Process This section discusses the following user registration topics: User Creation Process Overview User Registration Process for Customers User Creation Process Overview This section describes the different types of user registrations and identifies who can create and maintain them. There are two types of user functions: Administrator (Cisco employee (Application Administrator) and Customer Administrator) User (Customer User and CBR User) There are several requirements that must be met before a logged in user can register a user: 2-3

4 Overview of the User Registration Process Chapter 2 The logged in user must be an administrator for the entitled company they are going to register users. If the user is not an administrator, then an error message will appear stating that the user is not an administrator, and must be made one in order to register a user. The administrator must have at least one active NLS1 (Smart Net Total Care service) contract that is associated to the entitled company they are going to register users. If the administrator does not have an active NLS1 contract, then an error message will appear stating that the administrator does not have an active NLS1 contract, and then lists the NLS1 contract(s) that are not active and must be renewed. The user that the administrator is registering must also have an active NLS1 contract. If not, then an error message will indicate that the user being registered does not currently have an active NLS1 contract, and must renew their contract before getting registered. The following steps explain how different types of users are created in IR in a customer environment: Step 1 Step 2 An Application Administrator creates the first Customer Administrator (CA), for a specific Entitled Company. An Application Administrator can perform the following tasks: Create additional CA's for an entitled company. Can maintain and delete any CA, even those they did not create. The first CA now creates other CA's, CU s, and CBR s that belong to the same Entitled Company as them self, even when the user doesn't have any contract in their profiles. A CA can perform the following tasks: Can maintain other CA s and CU s and CBR s that are registered to the same Entitled Company as them self. Can delete a user registration. Can change the role of a user to an CA, CU, or CBR role. Designates which reports the CBR has access to. 2-4

5 Chapter 2 Launch Smart Net Total Care User Registration Process for Customers When user registration occurs for the customer, the Cisco employee performs the following task as part of the user registration process: When the customer logs in for the first time, the IR application indicates that the customer needs to Accept the Legal Agreement. Note All external customers (customer admin and customer user) must Accept the Legal Agreement, before using any functions in the Smart Net Total Care portal. Launch Smart Net Total Care Step 1 Go to the Inventory and Reporting application at URL: the Inventory and Reporting Log In window opens. Step 2 Step 3 Enter your Cisco.com ID user name and password. Click Log In; the Inventory and Reporting application s window opens and displays the Overview page. 2-5

6 Overview Page Functions for Different Users Chapter 2 Overview Page Functions for Different Users The functions that are displayed and available for use on the Overview page are dependent upon the function associated during user registration (Administrator or User). Administrator Function A customer with function of Administrator has the following functions available through the Overview page. Note A customer, who has not yet accepted the Legal Agreement, logs in and is requested to first accept the Legal Agreement. See Legal Agreement for more information. After the Legal Agreement is accepted the Overview page is displayed. 2-6

7 Chapter 2 Legal Agreement User Function A customer with a function of User has the following functions available through the Overview page. A customer with a function of User can only view reports. The user function has no other privileges; they can not create user registrations, or perform any CSP-C functions. Legal Agreement There are two different aspects to legal agreements: A customer must accept the Legal Agreement before they can access the Inventory and Reporting functions. 2-7

8 Legal Agreement Chapter 2 An administrator can view those users that have a status of Pending Legal Agr. (Pending-Legal Agreements). Accept the Legal Agreement A customer who logs in, and has not yet accepted the Legal Agreement, will automatically be prompted to accept the Legal Agreement and be requested to perform the following steps: Note All external users (customer administrators, customer users and CBR s) must accept the legal agreement, before any functions can be performed on the web application. 2-8

9 Chapter 2 Legal Agreement Step 1 Click Legal Agreement; the Legal Agreement is displayed for viewing and acceptance. Step 2 Read the legal agreement and at the bottom click either Accept or Decline. Note If you click Decline, then you will not be able to access the functions of the Inventory and Reporting application until you accept the Legal Agreement. If you do not accept the Legal Agreement, you can do so at another time. Step 3 When you click Accept, the Inventory and Reporting application displays a Legal Agreement Accepted message on the User Registration tab. You are now able to use the Inventory and Reporting functions. 2-9

10 Legal Agreement Chapter 2 Step 4 Follow the directions in the next section to view all users that have a Pending Legal Agreement status for the same Entitled Company. Viewing Users with Pending Legal Agreement Status An administrator can view those users who have not yet accepted the Legal Agreement. The Administrators' can view those users that have a Pending Legal Agr. status in a list with all the other users or by filtering the entries, by performing the following steps: Step 1 Step 2 Click the User Registration tab if you are not currently on that page. Choose Pending Legal Agr. in the Status drop-down. Step 3 Click Search; only those Users that have a Pending Legal Agr. status are displayed in the User Registrations area. 2-10

11 Chapter 2 User Registration Task Pre-Reqs User Registration Task Pre-Reqs The following task must be performed before registering a new user: The new user must have a valid Cisco.com ID. Note To obtain a Cisco.com ID (CCO Id) go to and in the top right corner of the web page click Register. For New User Registration, the new user does not have to have any Inventory and Reporting supported contract in their CCO LDAP profile. User Registration Tasks The User registration task lets you do the following tasks: Create new user registrations (Register User). Maintain user registrations (Maintain Registrations). Register User There is one type of new user registration process for customers, this four step process is used when a Customer Administrator is registering another person to their entitled company, as a Customer Admin, Customer User, or CBR User. 2-11

12 User Registration Tasks Chapter 2 To use the User Registration function, perform the following steps: Step 1 There are two different ways to start a user registration: Click Register Users. Click the User Registration tab, then on the next window click New Registration. In both cases the first Register User page appears. 2-12

13 Chapter 2 User Registration Tasks Customer Admin Registering Persons to Entitled Company In the user registration process the customer must have Cisco register the first user as a Customer Administrator (CA), that CA can then register all the remaining users. This section describes the process a Customer Administrator uses to register additional people to an Entitled Company as either an administrator or a user (Customer User or a CBR User) where applicable. 2-13

14 User Registration Tasks Chapter 2 Note A Customer Administrator can register anyone with a CCO ID, even when they do not have a contract in their profile. Only the CA can register users without contracts, and the only roles they can be assigned are either a Customer User or a CBR User. Step 2 Step 3 Step 4 Enter the Cisco.com ID of the person you want to register. Click Get Contract Numbers; the contract numbers that the CCO ID is associated with get populated into the Contract Number: list. Select a contract number from the list or click Select All, then click the Continue button; a loading message is briefly displayed and a Register User: Submit Registration page appears. Note On the next web page, if you see an entry that already has check boxes selected and not selectable, then the user is already registered to that specific company and cannot be selected 2-14

15 Chapter 2 User Registration Tasks. Step 5 Check the check box of the entitled company you want to register the user to. Step 6 From the Program Type drop-down list select which program type you want (SNTC or NOS). Step 7 After making the selections, click Submit. Step 8 You can use the filter options to see a more selective view of all the users in the list to validate the registration; for more information see Filter Registrations. Step 9 The new user registration is added to the list of User Registrations; the Registration Status column has the registration status as Completed

16 User Registration Tasks Chapter 2 Note A Customer who logs in but has not yet accepted the Legal Agreement is requested to accept the Legal Agreement. The customer must first accept the Legal Agreement before they can use the Inventory and Reporting application. Contract Error Scenarios During the user registration process there are several types of error messages that can be displayed: If information is missing in the contract. If an incorrect type of contract is used. If the wrong type contract status type is being used. Missing Bill-To Party Information If the "bill-to" information for the selected contract is not returned, then the following error message will be displayed.. Missing Install-At Information If the "install_at" information for the selected contract is not returned, then an error message similar to the above "bill-to" error message will be displayed. 2-16

17 Chapter 2 User Registration Tasks Non-NLS1 Contract If the selected contracts is not an NLS1 type contract, then the following error message is displayed:. Inactive Contract If the selected contract status is not one of the following status types, then the same error message that is used for non-nls1 contracts is displayed : ACTIVE OVERDUE QA_HOLD SIGNED. Maintain Registrations The topics in this section describe how to maintain customer registrations, by performing the following tasks: Filter Registrations Update Registrations Function Delete Administered Registration View Details from User Registrations Table 2-17

18 User Registration Tasks Chapter 2 To access the Maintain User Registrations function, perform the following step: Step 1 On the Inventory and Reporting main menu click one of the following items: Maintain User Registrations User Registration tab 2-18

19 Chapter 2 User Registration Tasks Clicking either of the above options displays the Registered Customer page. By default this page displays all the registered users and all the Entitled Companies they are associated. 2-19

20 User Registration Tasks Chapter 2 Note All user registrations associated to Entitled Companies that you administer are displayed in a table, with one row per user registration. The status for each registration is included, along with relevant actions required for each registration with the Pending status (not Completed status). 2-20

21 Chapter 2 User Registration Tasks Filter Registrations Filtering registrations allows you to see a more selective view of all the data that is listed in the default view. To filter the view of registered customers, perform the following steps: Step 1 Choose those items you want as your filter criteria from the various drop-downs in the Search List: area. Step 2 After choosing your filter criteria, click Search; this displays all the entries that meet the specified criteria 2-21

22 User Registration Tasks Chapter 2 Note Click the hyperlinked date in the TimeStamp column of the User Registrations table to access additional information about the Last Event (the registration history). Tip To select all the users in the table at one time, check the check box at the top left corner of the User Registration table. Update Registrations Function This function lets you change a user s role and change what reports they have access. To update a user s registration perform the following steps: Step 1 Step 2 Check the check box for one user registration from the user registration table (only one registration can be updated at a time). Click Update Registration; the Update Registration page appears. 2-22

23 Chapter 2 User Registration Tasks Step 3 Step 4 Change the currently assigned user role to a different role by clicking the Role drop-down list and selecting a different user role. Select between the following user role types: Customer Administrator Customer User CBR User Update a users access to the two different reports that users have access to. In the Update Access to Reports: area check the check box for the reports you want the user to have access to, the two reports are listed below: Install Base Management related information in all reports. Product Alerts related information in all reports. Note Step 5 By default both of these reports are automatically selected and disabled for selection when either the Customer Administrator or the Customer User roles are selected. The reports become enabled for selection when the CBR User role is selected. Click Update when you are finished specifying your changes. Note After any action is taken, the user to whom the modified registration belongs, is notified by that the registration has been modified. The system then returns to this window and displays the most current information for each registration. 2-23

24 User Registration Tasks Chapter 2 Delete Administered Registration You can delete a user s registration to a particular entitled company; the deletion does not affect the registrations with other entitled companies. To delete a user registration to an entitled company perform the following steps: Step 1 Check the check box next to each user whose registration to an Entitled Company you want to delete. Step 2 Click the Delete button. an informational message appears that indicates the selected user(s) will be deleted. 2-24

25 Chapter 2 User Registration Tasks Step 3 After the user(s) have been deleted then IR displays another message indicating that the deletion(s) were successful. Step 4 After the deletion the Users Registrations table will still display the deleted user(s); however the registration status will change to Unregistered. 2-25

26 User Registration Tasks Chapter 2. View Details from User Registrations Table Obtain additional information on the following items in the Administered Registrations table by clicking one of the following items in the table. Do a mouseover the info icon and a pop-up window appears with information regarding what reports the user currently has access to. Click a hyperlink for the data in the TimeStamp column. 2-26

27 Chapter 2 User Registration Tasks The Registration History table specifies time frames when the registration was created, and possibly edited and deleted. Click the Back to Registration hyperlink to return to the previous web page. 2-27

28 User Registration Tasks Chapter