TechDirect User's Guide for ProDeploy Client Suite

Transcription

1 TechDirect User's Guide for ProDeploy Client Suite

2 Notes, cautions, and warnings NOTE: A NOTE indicates important information that helps you make better use of your product. CAUTION: A CAUTION indicates either potential damage to hardware or loss of data and tells you how to avoid the problem. WARNING: A WARNING indicates a potential for property damage, personal injury, or death. Copyright 2017 Dell Inc. or its subsidiaries. All rights reserved. Dell, EMC, and other trademarks are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners Rev. A03

3 Contents 1 ProDeploy Client Suite Overview ProDeploy Client Suite: Projects, Profiles, and Components...6 Projects... 6 Profiles...6 Components... 6 Build Profile components... 6 Deploy Profile components Accessing ProDeploy Client Suite in TechDirect...9 Accessing ProDeploy Client Suite in TechDirect to manage your orders... 9 Accessing ProDeploy Client Suite in TechDirect as a Channel Partner to manage End Customer orders Manage Orders page Creating projects for your orders...12 Setting up Build Profiles...13 Creating Build Profile components Export Compliance System BIOS System Image...15 Online First Article Asset Label Standard Asset Report Connected Configuration VPN Setup...16 Connected Configuration Work Instructions...16 Additional Service Setting up Deploy Profiles...17 Creating Deploy Profile components...18 Deployment Address Work Instructions...18 Site or Technician Instructions Data Migration...19 Data Sanitization...19 Additional Service Application Installation...20 Installation Packaging Removal...20 Viewing and modifying a component Configuration summary Finding a Project, Profile, or Component Uploading files and reports...22 Contents 3

4 8 Requesting a Standard Asset Report Tracking status of your orders Project status Order build status...25 Order deploy status Profile and component status Managing Data Sanitization service...27 Service/Project Setup...27 Initiating the Service Project Completion Reporting How to get support...29 Contact us Post Deployment 30-Day support for ProDeploy Plus purchases Adding users to TechDirect...30 Resetting password for TechDirect account A ProDeploy Client Suite Features Contents

5 ProDeploy Client Suite Overview 1 ProDeploy Client Suite is an online service portal that enables you to configure and deploy your systems based on your requirements. After placing your order for systems and purchasing a deployment service entitlement from Dell, you can use the ProDeploy Client Suite to customize and manage your orders: The key service capabilities of the ProDeploy Client Suite are as follows: System configuration, setup, and integration Expert assistance with planning your deployments Secure data migration, data sanitization, and asset management Order management and status through our TechDirect services portal Integrated TechDirect messaging and notification 30-days post deployment configuration assistance TechDirect is a self-service portal that provides you a single interface to manage your ProDeploy Client Suite orders. As orders are placed with Dell, they are made available to you in the TechDirect portal where they can be grouped under Projects. You then populate their Build (configuration services) and Deploy (managed deployment services) profiles for the orders based on the service entitlement that you have purchased. Creating a Build Profile for an order helps you to input details about how you want your systems to be configured during the factory processes. You can provide a system image that you want to preinstall on your systems, change and control BIOS settings that have to be configured on your systems, select where you want to place the labels on systems, and so on. Creating a Deploy Profile for an order helps you to input details about where and how you want to deploy your systems. You can provide the address of your deployment location, site-specific requirements for parking, building access, equipment storage, and other details relevant to your deployment service. To understand more about managing your orders, see the Manage Orders page This document provides information on using TechDirect to manage your ProDeploy Client Suite orders. ProDeploy Client Suite Overview 5

6 Projects ProDeploy Client Suite: Projects, Profiles, and Components When you place your ProDeploy Client Suite orders, they are associated with a new TechDirect account created for you or are appended to your existing TechDirect account. In the ProDeploy Client Suite portal, you can organize your orders into Projects to be managed as a group according to your needs. The Project structure allows you to assign shared requirements to multiple orders at once and track them together. This is especially useful if you have numerous individual orders including those which are split by Dell s order system. 2 Profiles After you have grouped your orders into a Project, your service inputs are collected in the following profiles: Build Profile Inputs and requirements for how you want your systems to be configured during the factory processes. A Build Profile has several components where you provide your system configuration requirements. After the Build Profile is complete, you then submit the profile to Dell for validation. After Dell has validated the profile, the production starts. A validated Build Profile can also be used for future projects. You can optionally choose to decline the build services. When you decline the build services, the systems that are delivered to you will have the default settings. After you decline the build services and submit the profile, you cannot configure the build profile components again. Deploy Profile Inputs and requirements for where and how you want your systems to be deployed. You can optionally choose to decline the deployment services. After you decline the deployment services and submit the profile, you cannot configure the deploy profile components again. NOTE: The components under each profile are displayed based on the services that you have purchased. Components The individual services within your Build and Deploy profiles are called components. For example, there is a component for BIOS-related inputs and one for deployment address. In many cases, your completed Profiles and components may be reused on new orders, making the service setup process even easier. You can include or decline a component of a profile depending on your requirement. To include a component, set the corresponding toggle switch to Yes. To decline a component, set the corresponding toggle switch to No. Build Profile components A Build Profile may include the following components based on the service entitlement that you have purchased: Export Compliance ProDeploy services enable you to customize software packages, such as an operating system image, that the Dell ships with your systems. As Dell has manufacturing sites around the world, you must certify that the software you provide for installation as part of your ProDeploy Client Suite services, complies with regulations that govern the export of software from one country to another. This component enables you to view and accept the export terms. 6 ProDeploy Client Suite: Projects, Profiles, and Components

7 NOTE: If the System Image and/or Connected Configuration components are included, the Export Compliance component is automatically included and you cannot decline it. System BIOS System BIOS (Basic Input/Output System) is a set of embedded instructions that manage the hardware devices on your system such as boot sequence, power management, and the configuration of individual components on your systems. This component enables you to specify BIOS settings that you want Dell to apply on your systems. System Image Dell can install your custom system image during the fulfillment process, and thus eliminate this step during the system deployment process. This component enables you to specify details for the system image that you provide to Dell. Asset Label An asset label is a sticker placed on your system or shipping box with key information, which helps your company to easily catalog and track inventory. Label information can include details such as order number, manufacture date, and processor speed. This component enables you to select an asset label from a list of predefined templates or design your own. Standard Asset Report Standard Asset Reports contain key system information that can help you catalog your inventory. Standard Asset Reports are generated on a daily basis as your systems are shipped from the factory. The reports are ed to the contact provided on the order. You can also request a historical Standard Asset Report in TechDirect. Online First Article Dell can allow you to remotely connect to a live system configured with your system image and BIOS settings so you can review your configuration, identify, and resolve any concerns before your orders ship. This component enables you to request this service. NOTE: This service adds time to system ship date because Dell must set up the test system and then wait for your audit before releasing your orders to the factory. It is important that you complete your audit in a timely manner to avoid shipping delays. Connected Configuration VPN Setup (for ProDeploy Plus purchases only) Dell's Connected Configuration service allows you to set up a secure VPN connection to Dell's fulfillment centers and remotely configure your systems before they are shipped. This component enables you to provide VPN specifications and other details related to your Connected Configuration environment. Connected Configuration Work Instructions (for ProDeploy Plus purchases only) Dell's Connected Configuration service allows you to set up a secure VPN connection to Dell's fulfillment centers and remotely perform configuration of your systems before they are shipped. This component enables you to provide work instructions for the operators who connect your systems to your Connected Configuration environment. Additional Service This component is designed to provide details about other configuration services that are combined with your ProDeploy orders. Any reference to specific products in the component title indicates that the service will be reusable only by future orders that match the system models in the current profile. NOTE: This component will be available only after discussion about additional services with your Dell Engagement Manager. Deploy Profile components A Deploy Profile may include the following components based on the service entitlement that you have purchased: Deployment Address Dell installs your systems at one or more sites that you designate. This component enables you to specify the deployment location. You can create an address or select an existing site from your address book. NOTE: Deployment Address is a mandatory component and must be provided while configuring deployment services. By default, the Deployment Address component is included and cannot be declined. Work Instructions Dell installs your systems according to your requirements. This component enables you to specify the type of deployment environment and to confirm step-by-step work instructions for the onsite technicians who deploy your systems. NOTE: Work Instructions is a mandatory component and must be provided while configuring deployment services. By default, the Work Instructions component is included and cannot be declined. Site / Technician Instructions Dell installs your systems according to your requirements. This component enables you to provide site-specific requirements for parking, building access, equipment storage, and other details relevant to your deployment service. NOTE: Site / Technician Instructions is a mandatory component and must be provided while configuring deployment services. By default, the Site / Technician Instructions component is included and cannot be declined. Data Migration (for ProDeploy Plus purchases only) Dell's Data Migration service migrates data from your legacy systems to your replacement systems. This component enables you to customize your data migration settings and to provide proxy details to enable the migration application to communicate with Dell. Data Sanitization (for ProDeploy Plus purchases only) Dell's Data Sanitization service enables you to install a data sanitization utility on each legacy system and remotely start the data sanitization process. Data on each hard drive on your system is sanitized and a ProDeploy Client Suite: Projects, Profiles, and Components 7

8 summary report and certificate are generated. This component enables you to indicate the number of systems and hard drives to receive the data sanitization service. Additional Service (for all products) This component allows you to enter details about other deployment services that are combined with your ProDeploy orders. NOTE: This component will be available only after discussion about additional services with your Dell Engagement Manager. Application Installation Onsite technicians install software applications on your deployed systems. This component enables you to provide details of the software to be installed, such as the name of the software and its installation instructions. NOTE: This service is available only if you order it with your ProDeploy orders. Installation Packaging Removal Onsite technicians remove product packaging and associated materials from the deployment site as per local guidelines. NOTE: This service is available only if you order it with your ProDeploy orders. 8 ProDeploy Client Suite: Projects, Profiles, and Components

9 Accessing ProDeploy Client Suite in TechDirect 3 This section provides instructions on how to access ProDeploy Client Suite within TechDirect to manage your orders. Topics: Accessing ProDeploy Client Suite in TechDirect to manage your orders Accessing ProDeploy Client Suite in TechDirect as a Channel Partner to manage End Customer orders Accessing ProDeploy Client Suite in TechDirect to manage your orders After your orders are placed, you receive an directing you to TechDirect to provide your service requirements. To log in to TechDirect and access the ProDeploy Client Suite to manage your orders, perform the following steps: 1 In the that is sent after your orders are placed, click the link to TechDirect. NOTE: Your company is identified by the contact address on your ProDeploy Client Suite orders. If the address on your orders is part of an existing TechDirect account, the link will redirect you to the TechDirect.com home page. Click Sign In, and enter your existing TechDirect user credentials. If the address on your orders is not part of an existing TechDirect account, a new account is pre-registered for you. In this case, the link in the notification is customized to your orders and you must use this particular link to complete registration. For security reasons, this link will expire after 24 hours, therefore you must act quickly. Click this link to open a window that prompts you to create a password for a new TechDirect account. After creating the password, click Sign In, and then accept the TechDirect Terms of Use. 2 After you are logged in to TechDirect, in the ProDeploy Client Suite gadget, click Launch ProDeploy Client Suite. 3 If you are the first user in your company to launch the ProDeploy in TechDirect, you must accept the ProDeploy Client Terms of Use to continue. 4 On the ProDeploy Client Suite page, in the Manage Orders and Projects gadget, click Manage to view your orders. From the Manage Orders page, you can create a project or manage existing projects. For more details on the Manage Orders page, see the Manage Orders page. To create a project, see Creating projects for your orders. NOTE: If you need other users in your company to help complete your ProDeploy Client Suite service requirements, add the users in TechDirect. For information on adding users in TechDirect, see Adding users to TechDirect. Accessing ProDeploy Client Suite in TechDirect as a Channel Partner to manage End Customer orders As a Channel Partner, after the orders for your End Customers have been placed, you will receive an directing you to TechDirect to provide your service requirements. To log in to TechDirect and assign orders and permission levels for your End Customers, perform the following steps: 1 In the that is sent after your orders are placed, click the link to TechDirect. Accessing ProDeploy Client Suite in TechDirect 9

10 NOTE: Your company is identified by the contact address on your ProDeploy Client Suite orders. If the address on your orders is part of an existing TechDirect account, the link will redirect you to the TechDirect.com home page. Click Sign In, and enter your existing TechDirect user credentials. If the address on your orders is not part of an existing TechDirect account, a new account is pre-registered for you. In this case, the link in the notification is customized to your orders and you must use this particular link to complete registration. For security reasons, this link will expire after 24 hours, therefore you must act quickly. Click this link to open a window that prompts you to create a password for a new TechDirect account. After creating the password, click Sign In, and then accept the TechDirect Terms of Use 2 After you are logged in to TechDirect, in the ProDeploy Client Suite gadget, click Launch ProDeploy Client Suite. 3 If you are the first user in your company to launch the ProDeploy in TechDirect, you must accept the ProDeploy Client Terms of Use to continue. 4 On the ProDeploy Client Suite page, in the Manage Customers Orders gadget, click Manage. The Dell Partner - End Customer Contact and Access page displays the orders that have been grouped by Dell for you to assign to your End Customers. 5 Select all or a subset of the orders for which you want to provide customer contact information, and then click Next. 6 Enter the End Customer's company information, and then click Next. 7 Enter the End Customer's primary contact information, and then click Next. 8 Select one of the following permissions for your End Customer, and then click Next. No Access- Select this option if, as the Dell partner, you want to complete the ProDeploy Client Suite activities in TechDirect for your End Customer's orders, and do not want the End Customer to have access to the orders in TechDirect. Read-Only- Select this option if, as the Dell Partner, you want to complete the ProDeploy Client Suite activities in TechDirect for your End Customer's orders, but want the End Customer to be able to view their orders. Read/Write (Full) - Select this option if, as the Dell Partner, you want the End Customer to complete the ProDeploy Client Suite activities in TechDirect. 9 Read the TechDirect - Dell Partner and End Customer Relationship Terms of Use, select the check box to acknowledge that you agree to the Terms of Use, and then click Next. 10 Follow the remaining prompts to review and confirm your selections. 11 Repeat steps 4 10 to address all orders and individual End Customers that you want to set up. After your selections are complete, the orders are moved into your End Customer accounts to be managed according to the permission level that you established. If the End Customer is set up for Read or Read/Write access, an is sent to primary contacts to enable access to TechDirect to view their service or provide inputs according to their permission level. Your End Customers may then log in to TechDirect and find their orders by following the instructions in Accessing the ProDeploy self-service portal to manage your orders. 10 Accessing ProDeploy Client Suite in TechDirect

11 4 Manage Orders page The Manage Orders page includes the following sections: Manage Orders Lists the orders that have not been assigned to a Project. New orders must first be assigned to a Project before you can provide your service requirements for them. For instructions on how to create Projects, see Creating Projects for your orders. Manage Projects Lists the projects that are active or completed. For more information on the Project status, see Tracking status of your orders. The following figure shows the Manage Orders page with one active Project. Figure 1. Manage Orders page Manage Orders page 11

12 Creating projects for your orders 5 New orders must be assigned to a Project before you can provide your service requirements for the orders. The Project structure allows you to manage orders as a group, so that you can assign shared requirements to multiple orders at once and track them together. This is especially useful if you have multiple individual orders, including the orders that were processed and segregated by Dell s order system. By default, new orders appear on the Manage Orders page. To create a Project, perform the following steps: 1 From the Manage Orders page, select the orders that you want to include. NOTE: The orders that you want to include in a Project must have the same service entitlement. NOTE: By default, 10 orders are displayed. If necessary, you can change the number of orders that are displayed by using the Show entries list. You also have the option to select multiple orders (having same service entitlement) at the same time by performing the following steps: a Type a relevant word in the search box and press Enter. For example, you may type the first few numbers of the orders, the model name of a product, and so on. All orders that match the entered search keyword are displayed. If all orders have the same service entitlement, the check box on the table header is enabled. b If you want to select all the orders, select the check box in the table header. When you select the check box in the table header, all orders are selected irrespective of the number of orders displayed in the current view. 2 After selecting the desired orders, click Start. This creates a project and project page is displayed. 3 The project is auto-named. Optionally, enter a new name for the project in the Enter new Project name (optional) box. 4 If desired, enter a description for the project. 5 If the orders selected for your project include multiple product models, you are prompted with a Wizard to confirm orders and group products. Perform the following steps: If your orders do not contain multiple models, skip the following steps and continue with step 6. a b In the Confirm Orders section, confirm that the orders listed are the ones you want to be grouped. In the Group Products section, select one of the following options, and then click Next. NOTE: All orders in a product grouping must share the same image, BIOS, and other system configuration settings that you specify in your Build Profiles. Ensure that you select your grouping carefully. c Group orders by product type Use this option if all orders of a specific product type should share the same Build Profile. The product types are Desktop, Notebook, and All-in-One. Group orders by product model Use this option if each unique model should have its own Build Profile. This refers to specific models such as Latitude A summary of your grouping selection is displayed. Click Confirm to continue. Click Back to change your grouping selection, or click Cancel to start again. A page is displayed with your Project Name, which has a tab for Build Profile(s), and a tab for Deploy Profile(s). 6 Provide your service requirements for each Profile. For the complete set of instructions on how to provide the requirements for Build Profile, see Setting up Build Profiles. For the complete set of instructions on how to provide the requirements for Deploy Profile, see Setting up Deploy Profiles. 12 Creating projects for your orders

13 NOTE: The Deploy Profiles(s) tab is displayed only if you have purchased a ProDeploy or ProDeploy Plus entitlement. 7 After your Profiles are complete, click Submit to send them to Dell for processing. A dialog box is displayed to confirm your selection. Click Submit to confirm. After you have submitted your Profiles, the Profiles become locked and cannot be edited. NOTE: If you need to make a change before your orders have reached production status, click the Contact Us link in your TechDirect portal to place a request to unlock your Profile. Changes to your profile may affect your product delivery dates. Topics: Setting up Build Profiles Creating Build Profile components Setting up Deploy Profiles Creating Deploy Profile components Viewing and modifying a component Configuration summary Setting up Build Profiles A Build Profile contains the requirements about how you want your systems configured during the factory process. You may need to complete multiple Build Profiles based on your product grouping. Perform the following steps to complete a new Build Profile: NOTE: The following procedure provides instructions to create a new Build Profile. However, if you have existing Build Profiles from previous orders, they may be available to reuse with your current orders. In such cases, the Use Existing Profile list displays the available profiles for reuse. You may select an existing Profile instead of creating a new one. In some cases, you may be prompted to contact Dell to validate the compatibility of a Profile before it can be reused with new orders. When an existing Profile is selected, the components are already completed, so no further edits are possible. At this point, you may Submit the Profile for your current orders, select a different Profile, or decide to create a new one. 1 Create a new project as described in Creating Projects for your orders. A new project is created and the project is auto named. 2 On the Manage Orders page scroll down, and find the project from the list of active projects for which you want to set up the build profile. 3 Click the Edit/View button next to the project. The project page is displayed. 4 Scroll down on the project page to the Project Profiles section. 5 On the Setup Build Profile(s) tab, select the create new option from the select option list and optionally enter a unique name for your build profile in the Profile Nickname box. 6 Review the orders and components listed for your Profile and perform the following: If you want to remove an order from the Profile, select the check box next to the order and then click Remove Selected. If you remove an order, you are prompted to: Remove it from the current Project entirely Selecting this option removes the order(s) from the current project. Remove it from the current build profile and create new build profile for this project Selecting this option creates a new build profile under the same project and move the selected order(s) to the new build profile. Move the order to a different profile in the project This option is available only if there are more than two build profiles available under the current project. Selecting this option prompts you to select the build profile under which you want to move the selected order. On selecting the desired build profile, the order moves under that build profile of the project. If you want to decline certain services, set the toggle switch to No for that component. NOTE: Export Compliance cannot be declined unless you also decline System Image and Connected Configuration for your ProDeploy Plus purchases. 7 Note the list of components and actions available in the Action column for each component. For a component, you may choose the Use Existing option from the Select Action list, if existing components are available for reuse, or Create a new component. For some Creating projects for your orders 13

14 component types such as Online First Article, no actions are displayed. You can only choose to accept or decline the component. Complete the components that you want to include in your Build Profile. For detailed steps on how to create each type of component, see Creating Build Profile components. NOTE: The Copy Existing option is displayed if you have existing components to use as a source. This feature allows you to create a new component with a new name, but copy settings from an existing component to save time. NOTE: After a component is marked as complete, you may use the Edit feature under the View / Edit column to make changes or replace it with a different component before submitting your Profile. 8 After your components are complete, click Submit to send your Build Profile to Dell for processing. A dialog box is displayed prompting you to confirm your selection. Click Submit to confirm. 9 Repeat steps 1 through 8 for every Build Profile in your Project. Creating Build Profile components Perform the following steps to create the different types of Build Profile components. These steps are for creating a new component without using the Use Existing feature. For more details about each component, see ProDeploy Client Suite: Projects, Profiles, and Components. Export Compliance 1 In the Build Profile tab, under the Action column for the Export Compliance component, select Create New from the Select action list. The Export Compliance page is displayed. 2 The Export Compliance component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Scroll down and read the entire text in the Standard Export Terms and select the appropriate response. NOTE: You must read the entire terms and conditions to continue. Select I agree to the Standard Export Terms if your image meets the standard terms and you are authorized to submit your agreement. Select I prefer to download the Standard Export Terms if you want an outside resource to review the terms and your response to Dell. If you select this option, the page displays a link to download a.pdf file that contains Standard Terms and the Dell Trade Compliance address. You need to download the.pdf file, have an authorized user complete it, and send the completed form to the designated address. Select I wish to view the Detailed Export Terms if your image does not meet the standard terms. If you select this option, the page refreshes and displays the Detailed Export Terms. You must read the entire text to continue. If you agree to the Detailed Export Terms, select the I agree option. This opens an Image Information form for you to provide details for each software title in your image that uses elevated encryption. Complete this information. 4 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. System BIOS 1 In the Build Profile tab, under the Action column for the System BIOS component, select Create New from the Select action list. The System BIOS page is displayed. 2 The System BIOS component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Select a product model from the Product model list that appears below the component name. The BIOS settings available in the component are based on this model. If you only have one product model represented in your Build Profile, it is preselected and cannot be changed. If you have more than one model, you need to select the one you want to use as the basis for your settings. All other models receive the same settings. Dell validates the setting against each model. Under the Current Custom Settings section, the BIOS settings available for you to customize are displayed as a list of categories. 4 Browse the categories or use the search box to find settings that you want to customize. 14 Creating projects for your orders

15 NOTE: Dell applies defaults for all BIOS settings that are left blank. You only need to customize one setting to complete the component. 5 As you find settings that you want to customize, select the desired values and click Add, which appears at the bottom of each group of expanded settings. 6 The Added settings appear in the Current Custom Settings section. After you have configured the settings you want, you can review them and remove any that you do not want to keep. 7 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. System Image 1 In the Build Profile tab, under the Action column for the System Image component, select Create New from the Select action list. The System Image page is displayed. 2 The System Image component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Select the type of image that you want to use: Static, Dynamic, or SCCM Prestaged Media/MDT Lite Touch. Click the Help me Choose link to find more details on the types of images. NOTE: All product models represented on the Build Profile must use the same system image. Dynamic images inherently support multiple product models, but the Static images may not, depending on how you create your image. If your image does not support certain orders, you can remove them before completing your Build Profile as described in Setting up Build Profiles. NOTE: If you select a Dynamic image, the next content that is displayed includes a link to the Dell ImageAssist application and a check box to acknowledge that your ImageAssist image has been created. The Dynamic option requires an ImageAssist image. If you have not already created the image, you should stop your work on the System Image component, download the application, and follow the instructions to create your ImageAssist image. Only then you should select the acknowledgment check box and proceed with the remaining questions on the form. NOTE: If you select an SCCM/MDT image, the next content that is displayed includes a link to instructions for creating the image, including specific Dell requirements, and a check box to acknowledge that your image has been created. If you have either not already created the image or not used the correct process, you should stop your work on the System Image component and follow the instructions to create your image. Only then you should select the acknowledgment check box and proceed with the remaining questions on the form. You are presented with a series of questions (online form inputs) one at a time. 4 Complete each item until no further questions are displayed. 5 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. The message that you see depends on your location and export compliance inputs: Dell is ready to receive your image This message indicates that Dell is ready to receive your image. It includes a link to Dell's File Transfer application. You may also receive an notification with the link to the File Transfer application. Dell has received your specifications This message indicates that Dell is not ready to receive your image. Ensure that you have completed your export compliance input. If not, complete the inputs for Export Compliance. If you have already completed your export compliance inputs, there may be a short waiting period while Dell assesses your inputs, after which time you should receive an with a link to Dell's File Transfer application. 6 After you have received a link to Dell's File Transfer application, send your image to Dell. The system imaging service cannot be completed until you have provided your image to Dell. Online First Article The Online First Article component is a way to indicate whether you want to use the Online First Article service or not. Your decision is controlled by setting the toggle switch next to this component to Yes or No. By default, the toggle switch is set to Yes to indicate that you want to include this service. To decline this service, set the toggle switch to No. Creating projects for your orders 15

16 Asset Label 1 In the Build Profile tab, under the Action column for the Asset Label component, select Create New from the Select action list. The Asset Label page is displayed. 2 The Asset Label component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Select the type of label you want to use: Standard or Custom. 4 If you selected Standard, a list of predefined asset labels is displayed. Select the label you want to use, and then continue with step 6. 5 If you selected Custom, perform the following actions: a b c On the Design Asset Label tab, select a label size. NOTE: The small and medium options are applied directly on the system whereas the large option is a shipping box label. On the Design Asset Label tab, select the data fields you want to appear for each line item on the label. The number of fields allowed is based on the currently selected label size. Select the Place Asset Label tab, and select either Default Location or Change Location. d If you selected Default Location, continue with step 6. e If you selected Change Location, complete the settings for Surface and Position. You may also optionally choose to Rotate Label Text. 6 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Standard Asset Report The Standard Asset Report component is a way to indicate whether you want to receive the Standard Asset Report service or not. Your decision is controlled by setting the toggle switch next to this component to Yes or No. By default, the toggle switch is set to Yes to indicate that you want to include this service. To decline this service, set the toggle switch to No. Connected Configuration VPN Setup NOTE: Connected Configuration VPN Setup service is available for ProDeploy Plus purchases only. 1 In the Build Profile tab, under the Action column for the Connected Configuration VPN Setup component, select Create New from the Select action list. The Connected Configuration VPN Setup page is displayed. 2 The Connected Configuration VPN Setup component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Complete the questions in the form. 4 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Connected Configuration Work Instructions NOTE: Connected Configuration Work Instructions service is available for ProDeploy Plus purchases only. 1 In the Build Profile tab, under the Action column for the Connected Configuration Work Instructions component, select Create New from the Select action list. 16 Creating projects for your orders

17 The Connected Configuration Work Instructions page is displayed. 2 The Connected Configuration Work Instructions component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Click the Download Connected Configuration form hyperlink. The browser prompts you to save the Connected Configuration Work Instruction form. 4 Download the form, and complete the questions. You may need to end your TechDirect session while you are working on the form. After you are done, return to the Connected Configuration Work Instructions component. 5 Enter comments about your document if desired in the Notes box. 6 Use the Browse button to locate your completed document. 7 Click Upload to upload your document. 8 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Additional Service NOTE: Additional Service is available either for all products or for specific products. 1 In the Build Profile tab, under the Action column for the Additional Service component, select Create New from the Select action list. The Additional Service page is displayed. 2 The Additional Service component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Choose the specific product on which you want the additional service to be applied. NOTE: If the option to choose a specific product is made available, then the additional service is applicable only to similar products. But, if the option to choose a specific product is not available, then the additional service is applicable to all the products. 4 Enter details about the required additional service in the Description/Instructions box. 5 To attach files, click Browse, select the files, and then click Upload. You can optionally attach up to five files to support additional service requirements. 6 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Setting up Deploy Profiles A Deploy Profile contains the requirements for where and how your systems are deployed. Perform the following steps to complete a new Deploy Profile: 1 Create a new project as described in Creating projects for your orders. A new project is created and the project is auto named. 2 On the Manage Orders page scroll down, and find the project from the list of active projects for which you want to set up the deploy profile. 3 Click the Edit/View button next to the project. The project page is displayed. 4 Scroll down on the project page to the Project Profiles section. 5 On the Setup Deploy Profile(s) tab, click Create Profile. The deploy profile is created and is auto named. 6 Optionally, enter a unique name for your Deploy Profile in the Profile Nickname box. 7 Select the orders you want to include in the Profile. 8 For each order you select to include in step 7, in the # of units at this location column, perform the following: a b Select All or Partial. If you select Partial, enter the partial number of systems to include for that order in the text box displayed to the right of this option. Creating projects for your orders 17

18 9 Enter your preferred deployment Start and End dates if you know them. This step is optional and not final. Your Dell Engagement Manager contacts you later to develop a detailed deployment plan. Note the list of components and actions available in the Action column for each component. For each component, you may choose to Create a new component or Select a component from the Select Action list, if existing components are available for reuse. 10 If you have ordered ProDeploy Plus, you may decline the Data Migration and Data Sanitization services. To decline the service, set the corresponding toggle switch to No. 11 Complete the components that you want to include in your Deploy Profile. For detailed steps on how to create each type of component, see Creating Deploy Profile components. NOTE: When you create a new component, the Copy Existing option is displayed if you have existing components to use as a source. This feature allows you to create a new component with a new name, but copy settings from an existing component to save time. NOTE: After a component is marked as complete, you may use the Edit feature to make changes or replace it with a different component before submitting your Profile. 12 After your components are complete and you have assigned every order in your project to the current profile, the profile is then ready to be submitted to Dell. Alternatively, if you want to assign some of the orders in your Project (or a portion of the systems within an order) to a different deployment location, click Create Profile again. An additional Profile is displayed. Repeat the steps 5 12 to complete the Profile. Continue to create and complete new Deploy Profiles until you have assigned all orders in your Project. NOTE: If you want to remove a particular Profile, select the Remove Profile button for that Profile, and then select OK to confirm. 13 After you have created all the Deploy Profiles you want and every order in your Project is fully allocated, click Submit, and then click Submit to confirm. This locks your Deploy Profile(s) and send them to Dell for processing. Creating Deploy Profile components Perform the following steps to create the different types of Deploy Profile components. These steps are for creating a component without using the Use Existing feature. For more details about each service component, see ProDeploy Client Suite: Projects, Profiles, and Components. Deployment Address 1 In the Deploy Profile tab, under the Action column for the Deployment Address component, select Create New from the Select action list. The Deployment Address page is displayed. 2 The Deployment Address component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Complete the contact and location questions. 4 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Work Instructions 1 In the Deploy Profile tab, under the Action column for the Work Instructions component, select Create New from the Select action list. The Work Instructions page is displayed. 2 The Work Instructions component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Select the type of the deployment location, Centralized or User deskside. 18 Creating projects for your orders

19 4 Enter proxy details. This information enables the Dell Migration Tool to communicate with Dell. This tool is installed by the technicians who deploy your systems. 5 Provide the user name and password for the account that the onsite technicians should use to access your systems during the deployment process. NOTE: Ensure that this account is removed after the deployment is complete. 6 Enter any additional deployment requirements for your environment. 7 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Site or Technician Instructions 1 In the Deploy Profile tab, under the Action column for the Site/Technician Instructions component, select Create New from Select action list. The Site / Technician Instructions page is displayed. 2 The Site / Technician Instructions component is auto named and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 A series of questions related to the deployment location are presented in different categories. Complete the questions in each category. 4 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Data Migration 1 In the Deploy Profile tab, under the Action column for the Data Migration component, select Create New from the Select action list. The Data Migration page is displayed. 2 The Data Migration component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Under the User Profiles, File Types, and the Folders sections, select your migration preferences from the displayed options. 4 Under System and Application Settings, review the settings that will be migrated, and then select the I understand that System and Application settings will be included with the migration scan check box at the bottom of the page to acknowledge your awareness of these settings. 5 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Data Sanitization 1 In the Deploy Profile tab, under the Action column for the Data Sanitization component, select Create New from the Select action list. The Data Sanitization page is displayed. 2 The Data Sanitization component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Specify the number of legacy systems and hard drives you want to be sanitized at the current deployment location. The number of hard drives accounts for systems that may have multiple drives. If all the systems have just one hard drive, enter the same number for both fields. 4 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. NOTE: The Dell Migration Tool (DMT) is used by the service technician to install the required data sanitization software on the legacy system. After your systems have been deployed, you can access your Data Sanitization Console from your ProDeploy Client Suite > Services page to manage the data sanitization activity. For details on how the process works, including use of the Dell Migration Tool, see Managing Data Sanitization service. Creating projects for your orders 19

20 Additional Service NOTE: Additional Service is available for all products. 1 In the Deploy Profile tab, under the Action column for the Additional Service (for all products) component, select Create New from the Select action list. The Additional Service (for all products) page is displayed. 2 The Additional Service (for all products) component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Enter details about the required additional deployment service in the Description/Instructions box. 4 To attach files, click Browse, select the files, and then click Upload. You can optionally attach up to five files to support additional service requirements. 5 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Application Installation 1 In the Deploy Profile tab, under the Action column for the Application Installation component, select Create New from the Select action list. The Application Installation page is displayed. 2 The Application Installation component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the component in the Nickname box. 3 Enter details such as software name, version, installation instructions and so on, for the first application that you want to be installed on the site. 4 If required, enter details of the second and third software applications that you want to be installed. 5 After your inputs are complete, click Mark as Complete to lock your component for Dell to process. Installation Packaging Removal The Installation Packaging Removal component enables you to indicate whether you want installation packaging to be removed by the onsite technician or not. Your decision is controlled by setting the toggle switch next to this component to Yes or No. By default, the toggle switch is set to Yes to indicate that you want to include this service. To decline this service, set the toggle switch to No. Viewing and modifying a component A submitted component can be viewed or modified before submitting the profile. To view or edit the component, click the click View or Edit. icon and then NOTE: Changing or editing your inputs for a component may cause service delays in some cases. You must mark the component complete again after you have edited it. Configuration summary The configuration summary displays the inputs provided for a component. To view the configuration summary of a component, click the icon next to the component. NOTE: For the Connected Configuration VPN Setup component, the configuration summary is not displayed. You must open the component to view the details. 20 Creating projects for your orders

21 Finding a Project, Profile, or Component 6 Use the following steps to find an existing Project, Profile, or Component: 1 Log in to TechDirect, point to Services and then click ProDeploy Client Suite. The ProDeploy Client Suite page is displayed. 2 On the Manage Orders and Projects gadget, click Manage. The Manage Orders page is displayed. 3 On the Manage Orders page, scroll down until you find the Active Project or Completed Project of your interest. 4 If you want to see the Profile details for the Project of your interest, click Edit/View. The Set up Build Profiles(s) and Set up Deploy Profiles(s) tabs are displayed. 5 Click the corresponding tab to view the details of each Profile. 6 If you are looking for a particular component, select the relevant profile tab, scroll as necessary to find the component list, and then perform the following: For viewing a component In the View / Edit column, click the icon corresponding to the desired component and then click View. For modifying a component In the View / Edit column, click the icon corresponding to the desired component and then click Edit. Finding a Project, Profile, or Component 21

22 7 Uploading files and reports TechDirect provides you the ability to upload documents and other files that are required to deliver the services you ordered. You can either upload the files yourself or work with your Dell Engagement Manager. To upload files in the TechDirect portal for ProDeploy Client Suite, perform the following steps: 1 Log in to TechDirect, point to Services and then click ProDeploy Client Suite. The ProDeploy Client Suite page is displayed. 2 On the Manage Orders and Projects gadget, click Manage. The Manage Orders page is displayed. 3 On the Manage Orders page, click the Files & Reports link. 4 On the Files and Reports page, click Upload File Or Report. The File Upload page is displayed. 5 The file component is auto named, and the name is displayed on the page. Optionally, you may enter a unique name for the file component in the Provide a unique name box. 6 Optionally, enter a description for the file in the description box. 7 From the Category list, select an appropriate category. The category selection is for reference purposes only. 8 From the Profile list, select a Profile to which the file is associated. If the file is not dedicated to a specific Profile, from the Profile list, select the This file is not associated to a Profile option. 9 Optionally, enter any special notes for the file in the Notes box. 10 Click Choose File, select the file that you want to upload, and then click Upload. NOTE: The size of the file that you upload must not exceed 250 MB. NOTE: Do not close the browser or log out from TechDirect until the file upload is complete. The file is uploaded. 11 To confirm that the upload is complete, check if the Uploaded Successfully message appears on top of the page. 12 If your inputs are complete, click Mark as Complete. 13 If you return to the Files and Reports page, the file is listed in the page. On the Files and Reports page, the file that you have uploaded is listed in the Uploaded Files and Reports section. You can access the file from this location. 22 Uploading files and reports

23 Figure 2. Upload files or reports Uploading files and reports 23