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Cisco Software: Smart Account Setup and Administration
Note: Screens in the presentation may vary slightly from the actual tools
Customers
Software Training Curriculum for Customers
Activity Time Role Description Managing Application
Cisco Software: Capability Overview
for Customers
1 hour • All Customer Roles N/A
Cisco Software: Smart Account Setup and
Administration for Customers
1 hour • All Customer Roles involved with Smart
Accounts as Admins and Users
Cisco Software Central (CSC)
Cisco Software: Smart Licensing Management with
Smart Accounts
1 hour • Software license and purchasing approver
• License administration and management
Smart Software Manager (SSM)
Cisco Software: Classic Licensing Management
with Smart Accounts
1 hour • Software license and purchasing approver
• License administration and management
License Registration Portal (LRP)
Cisco Software: EA Workspace 1 hour • EA Management EA Workspace
Live Training
Schedule
Learn:• How to Request and Setup a Smart Account in Cisco Software Central (CSC)
• How to Request Access to an Existing Smart Account
• How to Manage Smart Accounts
Request a Smart Account2
Complete Smart Account Setup3
Request Access to an Existing Smart Account 4
Agenda
Manage Smart Accounts5
Smart Account Roles6
Smart Account Types1
Smart Account User Security7
Smart Account Types
Smart Account TypesAssets are represented as company owned allowing effortless sharing across your enterprise
Customer Smart Account
Account where Smart Account enabled products are deposited. Licenses can be managed by
Customer directly, Channel Partner, or authorized party.
Who needs this: All Customers
Request Customer Smart Account
Cisco Software Central (CSC)Request Customer Smart Account
Access the new Software Portal: Cisco Software Central (CSC) – software.cisco.com
Go to Administration and then click on Request Smart Account
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Cisco Software Central (CSC)Request Customer Smart Account – Select an Account Creator
Select the option “Yes, I have the
authority to represent my
company…” if you have the
authority to represent your company
and you will authorize Smart
Account activation.
Select the option “No, the person
specified below should be
notified to authorize activation”
if you do not have the authority or
prefer not to authorize the Smart
Account. Select this option also to
start a Smart Account request on
behalf of your Customer.
Enter the Account Name.
Click Continue to proceed.
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In this example, you will
nominate another person to
proceed with the Smart
Account activation.
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Confirm your profile
information below.
If needed, update your profile.
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The Account Name should
reference the Company Name
(e.g. Cisco Systems, Inc.)
Cisco Software Central (CSC)Request Customer Smart Account – Edit the Account Domain Identifier (Optional)
If needed you can Edit the Account Domain Identifier (optional - requires additional approval time).
In the Edit Account Identifier dialog box, change Domain Identifier (edit top-level domain or add a prefix).
Click OK to confirm the new Domain ID.
Verify the Account Name and edit if required.
At this point you can click Continue to proceed with the Smart Account request (see previous slide).
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If you choose to edit the Account Domain Identifier at the time of Smart
Account request, Cisco will contact you to complete the approval process.
Cisco Software Central (CSC)Request Customer Smart Account – Enter Company Information (Optional)
If you selected the option No under
account authorization, you will be
brought to the Company Information
slide. You can provide Customer
Company Name and Address (it is
optional at this stage).
Tick the checkbox to select to
provide this information now.
Enter the following customer details:• Company/Organization Name
• Country
• Address
• City State/Providence Region*
• Zip/Postal Code*
Note: If state/province and/or zip code/postal
code does not apply, please enter ’NA’
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Cisco Software Central (CSC)Request Customer Smart Account – Nominate Users for Admin Access (Optional)
Enter the email ID of users separated by commas to nominate them for Administrative access.
Selecting the option I request access to myself to nominate yourself for the administrative role.
Click Continue to proceed.
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Cisco Software Central (CSC)Request Customer Smart Account– Verify Information and Submit Request
Verify the Smart Account information and the names of the users nominated for administrative access.
Click Submit Request.
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Cisco Software Central (CSC)Request Customer Smart Account – Smart Account Request Complete
After submitting the request you will
receive a confirmation message
Smart Account Request Complete.
The request is placed in pending
state until it is authorized by the
specified creator.
You and the nominated creator will
also receive a confirmation via email.
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After submitting the request, a provisional
Smart Account will be created.
Orders can be assigned to a provisional
Smart Account, however the items
purchased cannot be used by the
Customer until the Smart Account is
activated.
Complete Smart Account Setup
Cisco Software Central (CSC)Complete Smart Account Setup – Access Link from Email Notification
An email notification will be sent to the nominated person with a link to verify Account information.
Click Complete Smart Account Setup to access the Account Authorization page.
✓ You need a CCO ID. If you don’t have one, click register for a new account
To learn more about Smart Accounts, click the Learn more about Smart Accounts link. 2
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Cisco Software Central (CSC)Complete Smart Account Setup – Accept Account Activation Authorization
Select Yes, I have authority to
represent my company… if you
can represent your company for
account authorization.
Note: If you do not have
authority, select No, the person
specified below must be
notified to authorize activation
to nominate a user who can
authorize account creation.
Click Continue to proceed.
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Cisco Software Central (CSC)Complete Smart Account Setup – Confirm Account Information
Verify and confirm the Account Name.
You can edit the Account Domain Identifier if needed (view details on the next slide)
Click Continue.
*Note: the Account Name should reference the Company Name, to mirror the Domain of the Account
Owner’s Company. E.g. If the Domain is Cisco.com, the Account Name should be Cisco.
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Cisco Software Central (CSC)Complete Smart Account Setup – Edit Account Domain Identifier (Optional)
If needed you can Edit the Account
Domain Identifier.
In the Edit Account Identifier dialog
box, change Domain Identifier (edit
top-level domain or add a prefix).
Enter the justification for updating the
Domain Identifier and provide your
phone number.
If the Domain Identifier does not
match the email address provided,
an approval is required.
Click OK to proceed.
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3An email notification will be sent to
you once you submit the request.
Once the change has been approved,
you can login and resume the
account set up process.
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Cisco Software Central (CSC)Complete Smart Account Setup – Enter Company Headquarters Address
After confirming the Account Information, you need to confirm your Company Name and Address.
Enter the company/organization headquarters address (populate all the mandatory fields)
Click Continue.
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The company information may be pre-
populated for confirmation or require
manual entry.
Cisco Software Central (CSC)Complete Smart Account Setup – Approve Administrator User Access
The Administrator User Access
Request screen shows authorization
requests for additional
administrators.
Select the radio buttons to Approve
or Decline the request(s).
Select the acknowledgement
checkbox.
Click Continue.
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Cisco Software Central (CSC)Complete Smart Account Setup – Nominate Additional Approvers / Administrators
Add Approvers or designate yourself as the Approver. The Approver should have the authority to bind
the company in any agreements pertaining to the Smart Account.
Add Account Administrators.
Click Continue.
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Administrator:
• Approve access for other users’ smart
accounts
• License management in Smart Software
Manager
• Can accept the Smart Licensing agreement
becomes Approver
Approver:
• A User with the authority to bind their
company to license agreement and any
agreements pertaining to the Smart
Account
• Accepts the Smart Licensing agreement
Cisco Software Central (CSC)Complete Smart Account Setup – Activate Smart Account
Review the account information and click Activate Smart Account to complete the Account Setup.1
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Cisco Software Central (CSC)Complete Smart Account Setup - Confirmation
Confirmation page. Click Cisco Software Central to view and manage your Smart Account. To manage
the individual Smart Licenses, go to SSM.
From here, the Customer can go directly to Cisco Software
Central Administration Manage Smart Account and
accept the Smart Licensing Agreement.
Smart Account Request and Setup When the Requestor is also authorizing Smart Account Activation
Cisco Software Central (CSC)Request and Setup Smart Account – Assign your self as to authorize account creation
Select the option “Yes, I have the
authority to represent my
company…” if you have the
authority to represent your company
and you will authorize Smart
Account activation.
Enter the Account Name.
• Optionally, you can edit the
Domain ID, if required.
Click Continue to proceed.
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In this example, you will
request and activate the
Smart Account
Confirm your profile
information. If needed,
update your profile.
The Account Name should
reference the Company Name
(e.g. Cisco Systems, Inc.)
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Cisco Software Central (CSC)Request and Setup Smart Account – Enter Company Information
You will be brought to the Company
Information slide. Here you need to
provide your Company Name and
Address.
Enter the following details:
• Company/Organization Name
• Country
• Address
• City State/Providence Region*
• Zip/Postal Code*
*Note: If state/province and/or zip
code/postal code does not apply, please
enter 'NA’
Click Continue
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Cisco Software Central (CSC)Request and Setup Smart Account - Nominate Approvers / Administrators
Add Approvers or designate yourself as the Approver.
• The Approver should have the authority to bind the company in any agreements pertaining to the
Smart Account.
Add Account Administrators.
Click Continue.
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Cisco Software Central (CSC)Request and Setup Smart Account – Verify Information and Create Account
Verify the Smart Account information, Account Administrators and Approvers.
Click Create Account.
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Cisco Software Central (CSC)Request and Setup Smart Account – Confirmation Page
Confirmation page: Smart Account
Activation Complete.
Click Cisco Software Central to
view and manage your Smart
Account. To manage the individual
Smart Licenses, go to SSM
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From here, the Customer can go directly to
Cisco Software Central Administration
Manage Smart Account and accept the Smart
Licensing Agreement.
Request Access to an Existing Smart Account
From here you can place a request
to access any existing Smart
Account.
Cisco Software Central (CSC)Request Access to an Existing Smart Account
A link to Request Access to
an existing Smart Account is
available to the Users.
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Cisco Software Central (CSC)Request Access to an Existing Smart Account - Profile
After clicking Request Access to an Existing Smart Account, you will be redirected to this view.
The information from your Cisco.com profile is used to verify your identity when the request is sent
to the Smart Account Admins for review.
Please ensure that your Cisco.com user profile is updated.
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Cisco Software Central (CSC)Request Access to an Existing Smart Account – Domain Identifier
You can validate whether a Smart Account
exists by entering the Domain Identifier, so
that you can place a request to get access to
an existing Smart Account.
If you enter the wrong Domain Identifier, an
error message will be displayed.
When a correct Domain Identifier is entered,
the corresponding Smart Account will be
displayed.
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The Domain Identifier is the unique ID that
is tied to a Smart Account so it is
important to know the Domain Identifier of
the Smart Account for which you are
requesting access.
Cisco Software Central (CSC)Request Access to an Existing Smart Account - Email notification to Administrators
When a new request for access is placed for a Smart Account, an email is triggered to all the existing
Smart Account Administrators.
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Once a request is placed, an email
is sent to all Admins.
In the scenario in which two
Admins access the request at
same time, once the first takes
action, the second gets a real time
message stating that the request
has been acted upon.
Cisco Software Central (CSC)Request Access to an Existing Smart Account - Access Request Approval
A Smart Account Administrator has two
options:
A. If the request came in from someone
within their own organization (or a
known Partner) they can approve the
request. If you are not sure, you can
contact or email the person concerned.
B. The Administrator can decline the
request if they feel the request is invalid.
In case of an approval, the Administrator will
need to decide the access level.
A Partner can also place requests to access their Customer’s
Smart Account so that they can access and manage the
Account and entitlements on Customer's behalf.
Within Customer’s Smart Account, a Partner does not have the
ability to:
• Accept a Smart Licensing Agreement on behalf of the
Customer
• Be granted a Smart Account Approver role
• Remove a Customer Admin and their privileges.
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B
Cisco Software CentralRequest Access to an Existing Smart Account – Review Requests
A Smart Account Administrator can also view and access all the requests from the Access Requests
tab in Manage Smart Account.
If a request is pending, the Admin can click on the hyperlinked option to access its details.
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Cisco Software Central (CSC)Request Access to an Existing Smart Account - Email notification to Requester
Once the Smart Account
Administrator takes action, an
email is triggered to the
Requester.
In case of an approval, the
Smart Account Role assigned is
stated in the email.
In case of a decline, the reason
is specified in the email.
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Manage Smart Accounts
Cisco Software Central (CSC)Manage Smart Accounts
To access and manage Smart Account, click Manage Smart Account.1
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Cisco Software Central (CSC)Manage Smart Accounts – Account Properties
Account name can be modified by Account Approver or Administrator in Account Properties tab.
Transaction Based auto Virtual Account Creation is Allowed by default, but can be turned off by SA Admin.
Smart Account Search by Email ID can also be enabled or disabled by SA Admin.
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The Account Name should reference the
Company Name, to mirror the Domain of the
Account Owner’s Company.
E.g. If the Domain is Cisco.com, the Account
Name should be Cisco.
Transaction Based automatic VA Creation will
allow (or not allow) for the automatic creation of
Virtual Accounts as part of ordering transactions,
given that the order is for a company and the end
user on the order has the same email domain
(e.g. @company.com) as the Smart Account.
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Smart Account Search using member Email ID:
this setting will allow authorized Partners to
search for your Customer Smart Account in
Cisco Commerce by Email ID (address) of know
members of this Smart Account.
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Cisco Software Central (CSC)Manage Smart Accounts: Add New Virtual Account
In the Virtual Accounts tab, click New Virtual Account to add a new Virtual Account.
Enter a Name and Description for the Virtual Account.
You have to set the Commerce Access Level: select Public or Private*.
Click Save.
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Public: the Virtual Account will appear in the
search results of the Cisco Commerce Tools.
Private: the Virtual Account will not appear to
any user in the search results of the Cisco
Commerce Tool. But if the exact Virtual Account
Name is entered manually, such private Virtual
Account can still be assigned to quotes and
orders.
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Cisco Software Central (CSC)Manage Smart Account: Adding New Virtual Account
Every new Virtual Account created will appear in the Virtual Account page with the Commerce
Access Level value displayed.
You can sort the list based on the values in the Commerce Access Level column.
You can also search for a Virtual Account by name.
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If the Commerce Access Level of an
existing Virtual Account is set to
Public, you can update this value to
Private, if required.
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The Default Virtual Account is
created at the time of Smart Account
activation. It is created to
temporarily assign orders in case
the Customers have not set up any
other Virtual Account in their Smart
Account.
The Commerce Access Level of a
Default Virtual Account is set to
Public, so that it can continue to be
used to assign orders in Cisco
Commerce.
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Cisco Software Central (CSC)Manage Smart Account: Default Virtual Account
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Cisco Software Central (CSC)Manage Smart Accounts – Edit Virtual Accounts
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Click the name of the Virtual Account to edit an existing Virtual Account.
You can edit Name and Description.
You can also change the Commerce Access Level (from Public to Private or viceversa).
Click Delete Account to delete the Virtual Account.
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Cisco Software Central (CSC)Manage Smart Accounts - Virtual Accounts Best Practices
You can create multiple Virtual Accounts within one Smart
Account.
• Create multiple Virtual Accounts within your Smart Account to subdivide your assets and ensure role-based access control.
Virtual Accounts should be used to enable access control
for licenses.
• Virtual Account Users are only assigned to a Virtual Account, so they can only manage licenses in that Virtual Account.
Cisco Commerce Search
• Public Virtual Account names are visible for Partners in the Cisco Commerce (CCW) Smart Account search.
• Private Virtual Account Names are not visible in Cisco Commerce search, but can be assigned by Partners at the time of Quote/Order by typing the exact VA name.
Cisco Software Central (CSC)Manage Smart Accounts - Users
In the Users tab, all users associated with the Account are displayed.
Upon selecting Users you will be able to see a list of users and an option to add a New User. 1
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Cisco Software Central (CSC)Manage Smart Accounts - New User
Upon selecting New User, a pop-up appears: Step 1, Identify New User. You can enter the email ID
or CEC ID of the new Smart Account user and then select Search. The system verifies whether a
profile has been set up for them or not.
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2 If there is a match, the pop-up
will automatically populate the
details, including Full Name,
Email Address, Cisco.com
ID, and Company.
Select Next to proceed.3
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Cisco Software Central (CSC)Manage Smart Accounts – New User Role
You are then redirected to Step 2: Select Roles.
Here, roles and associated privileges are assigned. 1
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The Smart Account Administrator can
assign other users the following roles:
• Smart Account User
• Smart Account Administrator
• Smart Account Approver
• Assign to Specific Virtual Account
only
Once you have decided what role to
assign, select the corresponding radio
button, and select Next to continue.
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Cisco Software Central (CSC)Manage Smart Accounts – New User VA Role
In Step 2: Select Roles, you can
Assign Roles to specific Virtual
Accounts only, to set up appropriate
permissions.
You will then select the appropriate
Virtual Account from the dropdown
menu.
Finally, select the corresponding role
you’d like to assign to the new user –
either an Administrator Role, or User
Role.
Select Next to continue.
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Cisco Software Central (CSC)Manage Smart Accounts - New User Review and Confirm
In Step 3: Review and Confirm,
the user information and proposed
role assignment is displayed for a
final review.
If the information listed is correct,
select Add User to complete the
process.
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Cisco Software Central (CSC)Manage Smart Accounts - New User
The new Smart Account User will receive an email
confirmation regarding their new role.
They will also be listed in the primary Users tab.
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Cisco Software Central (CSC)Manage Smart Accounts – Modify Role Privileges of Existing User
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Smart Account Administrators
can view user information by
selecting the User name from
the main Users tab.
A pop-up appears with General
user information, and the option
to work on Role Management.
Cisco Software Central (CSC)Manage Smart Accounts – Modify Role Privileges of Existing User
The Smart Account
Administrator can utilize the
Role Management tab to
remove users from their
existing roles, or to
Reassign Roles, to other
Virtual Accounts, for instance.
To confirm role reassignment,
the Account must be selected,
and then the
Role must be selected.
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Cisco Software Central (CSC)Manage Smart Accounts – Modify Role Privileges of Existing User
The Smart Account Administrator can also
modify another user’s role to any role,
including Smart Account Administrator or
Smart Account User.
As roles are changed, an email confirmation
will be sent to the user with their previous
role, as well as the new role.
Changes will also be logged in Event Logs.
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Smart Account Users and Virtual Account
Users will be able to remove themselves
from the Smart Accounts to which they
are assigned.
Cisco Software Central (CSC)Manage Smart Accounts – Account Agreements
In the Customer Smart Account, you can view Account Agreements (Smart Licensing Agreements),
their date, status, and the Approver/ Administrator who signed the Agreement.
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From here, the Smart Account Administrator or
Approver can accept the Smart Licensing
Agreement.
• Smart Licensing Agreement must be accepted to
generate tokens and connect product instances
to consume licenses.
Cisco Software Central (CSC)Manage Smart Accounts – Event Log
In the Event Log you can view all activity at the Smart Account level to have better visibility into the
Smart Account.
Filter results by a specific date range, Event type (user management, Virtual Account management or
Smart Account management), or search by the user who took the action.
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License activity is not available in
CSC. Go to SSM for Smart Licenses or
LRP for Classic PAK based licenses
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Smart Account Roles
Smart Account User Virtual Account User
Similar to a Smart Account Admin, this
role allows access to all Virtual
Accounts. A Smart Account User can
perform licensing activities, but cannot
create new Virtual Accounts or perform
User management activities.
Similar to a Smart Account User, but is
limited to the Virtual Account the User is
assigned to – they can perform license
management activities, but cannot add
new users to their assigned Virtual
Account.
Virtual Account Administrator
Can only approve Smart Account legal
agreements on behalf of the Account
Owner. Includes no User or
Administrator privileges.
Manages all aspects of the Smart
Account and its Virtual Accounts. The
Smart Account Administrator can view
and manage license inventory for the
entire Smart Account, and also perform
Account management activities.
Similar to the Smart Account
Administrator, but limited to selected
Virtual Accounts. Can perform license
management activities and also User
management for selected Virtual
Accounts.
Smart Account AdministratorSmart Account Approver
Customer Smart Account Roles
Customer Smart Account Roles Partner and Customer Smart Account Roles
User Roles Capabilities in CSC Capabilities in SSM Capabilities in EA Workspace Capabilities in LRP
Smart Account
Approver
• Edit/View Account Properties
• View Users at Smart Account & Virtual Account Level
• View / Accept Agreements
• View Event Logs
• No access • No access • No access
Smart Account
Administrator
• Edit / View Account Properties
• Add / Edit / Delete Virtual Accounts
• Add / Edit / Delete Users (at SA and VA level)
• View / Accept Agreements
• View Event Logs
• Can perform all activities in
Smart Software Manager at
Smart Account Level and
Virtual Account Level
• Can perform all activities in
EA Workspace linked to the
Smart Account they have
access to
• Can perform all activities
in LRP linked to the
Smart Account they have
access to
Smart Account
User
• View Account Properties
• View Virtual Accounts
• View Users (at SA and VA level)
• View Agreements
• View Event Logs
• Can perform all activities in
Smart Software Manager at
Smart Account Level and
Virtual Account Level
• Can perform all activities in
EA Workspace linked to the
Smart Account they have
access to
• Can perform all activities
in LRP linked to the
Smart Account they have
access to
Virtual Account
Administrator
• View Account Properties
• View Assigned Virtual Accounts
• Add / Edit / Delete Users (capability to add Virtual
Account Admins or Virtual Account Users)
• View Agreements
• View Event logs (restricted to assigned VAs)
• Can perform all activities in
SSM for the Virtual Accounts
they have access to
• Can perform all activities in
EA Workspace linked to the
Virtual Account they have
access to
• Can perform all activities
in LRP linked to the
Virtual Account they have
access to
Virtual Account
User
• View Account Properties
• View Assigned Virtual Accounts
• View Users (only those linked to assigned VAs)
• View Agreements
• View Event Logs (restricted to assigned VAs)
• Can perform all activities in
SSM for Virtual Accounts
they have access to
• Can perform all activities in
EA Workspace linked to the
Virtual Account they have
access to
• Can perform all activities
in LRP linked to the
Virtual Account they have
access to
Smart Account Creator is automatically provided
the Smart Account Administrator role.
Account Management for Customer Smart Accounts is done within CSC
License management and activation is done in SSM
For more detailed information,
go to the Smart Accounts Roles Training
Grant Partner Access to Manage Smart AccountYou can grant Partners access to manage your Smart Account and your licenses by adding them as a User.
There are 4 user roles that you can assign Partners to:
Role Access Level Select this when…
Smart Account Administrator Partners can view and manage license inventory for
the entire Smart Account, and can also perform
Account management activities.
You can select this option if only one Partner will be
managing your entire Smart Account, and also if the
Partner needs to manage Users and Virtual Accounts on
your behalf.
Virtual Account Administrator Partners can view and manage licenses only in
specific Virtual Account(s) for which they have been
granted access. Partners can also manage Users in
the assigned Virtual Account(s).
You can select this option if the Partner will be managing
licenses in specific Virtual Account(s) but not within all the
Virtual Accounts. Please note that the Partner will also be
able to manage Users for the assigned Virtual Account(s).
Smart Account User Partners can view and manage license inventory for
the entire Smart Account.
You can select this option if the Partner will be managing
your entire Smart Account, but you would like to keep
control over the Account management activities (adding/
deleting Virtual Accounts and User management).
Virtual Account User Partners can view and manage license inventory for
assigned Virtual Account(s).
You can select this option if the Partner will be managing
licenses within a particular Virtual Account, but you would
like to keep control over adding or deleting Users within
that Virtual Account.
Please note that by authorizing a Partner User to access your Smart Account, you implicitly acknowledge that it will enable the Partner User to
access all the information within the Smart Account that includes Licenses, Devices, etc.
In addition, please note that as a Customer you are responsible for all the actions performed by your Partners, which includes any licensing
transactions as well.
Smart Account User Security
Smart Account User Security and DeauthorizationEmployer Deauthorization
Previously, after an individual has left their Partner / Customer Organization, the Smart Account
Administrators could remove that User from their Partner / Customer Organization’s own Smart Account.
However, they could not remove that User from other external Accounts i.e. End Customer’s Smart
Accounts, that he/she had access to.
Example: [email protected] was part of ‘Serviceprovider.com’ Smart Account as well as two
external accounts such as ‘EndCustomerA’.com’ & ‘EndCustomerB.com’. After John has left the
Organization, the Smart Account Administrators of the company removed John from ‘serviceprovider.com’
Smart Account, but they could not remove him from the other End Customer Smart Accounts, since they
did not have visibility to John’s access to those Accounts.
Now, when there is a change in the employment status or in the CCO Email ID for any User within a Smart
Account, the Smart Account Admins have visibility of that employee’s external Smart Account accesses, so
that they can revoke access if required.
Smart Account User Security and DeauthorizationEmployer Deauthorization
There are two use cases applicable for Employer Deauthorization:
John has left his
Organization but did not
update his CPR primary
email address to his new
company email ID.
The Smart Administrators of
‘ServiceProvider.com’ account
will now have visibility to
John’s internal & external
Smart Account accesses.
The Smart Administrators of
‘ServiceProvider.com’ can remove John
from all external Smart Accounts, i.e.
EndCustomerA.com’ and
‘EndCustomerB.com’ if John is no longer
affiliated with the Organization
John has left his
Organization but did not
update his primary email
address in his
Cisco.com profile to his
new company email ID.
The Smart Account Admins of
‘ServiceProvider.com’ Account
will now have visibility to
John’s internal & external
Smart Account accesses.
The Smart Account Admins of
‘ServiceProvider.com’ can remove John
from all external Smart Accounts, i.e.
EndCustomerA.com’ and
‘EndCustomerB.com’ if John is no longer
affiliated with the Organization.
Use case #1
Use case #2
If required, the Smart Account
Admins can re-authorize such
User to the Smart Account on the
Cisco Software Central portal.
John has left his
Organization and he
updated his primary
email address in his
Cisco.com profile to his
new company email ID.
When the primary email address is
changed, all current Smart Account
access (internal & external accounts)
will be automatically revoked.
A notification will be sent to the Smart
Account Admins.
Smart Account User Security and DeauthorizationHow User Deauthorization works in Cisco Software Central
In Manage Smart Account Users tab, the Smart Account Admin can now see 2 sub-tabs:
• Accounts Users: includes all the Users assigned to this specific (selected) Smart Account.
• Company Users: includes all the Company Users with access to any Internal Smart Accounts as well
as any External Smart Accounts.
• There are 3 options: Internal & External access, Internal access only or External access only
Smart Account User Security and DeauthorizationHow User Deauthorization works in Cisco Software Central
After clicking on the User Name, a pop-up will appear where the Smart Account Admin can check the
User Information in three additional sub-tabs:
• General User information related to this specific Smart Account
• Internal Accounts Access
• External Accounts Access
In the General tab, the SA Admin
can see User Information and
Assigned roles.
The SA Admin can also Remove
the User from the selected Smart
Account.
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Smart Account User Security and DeauthorizationHow User Deauthorization works in Cisco Software Central
In the Internal Account Access tab, under
Access in ”Selected Smart Account”
(selected Account), the Smart Account
Admin can see the current roles granted to
the User in this particular (selected) Smart
Account.
The Smart Account Admin can change the
role of each user or even remove the
User from this particular (selected) Smart
Account.
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Smart Account User Security and DeauthorizationHow User Deauthorization works in Cisco Software Central
In the Internal Account Access tab,
under Other Internal Accounts Access,
the Smart Account Admin can see the
User access to other Internal Smart
Accounts, as well as the Roles granted to
the User in each Internal Smart Account.
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Smart Account User Security and DeauthorizationHow User Deauthorization works in Cisco Software Central
In the External Account Access tab, the Smart Account Admin can see to which external Smart
Accounts the User is associated and which are the Roles assigned to the User for each Smart Account.
The Smart Account Admin can remove the User from all External Smart Accounts.
This action is recommended only if the user is no longer affiliated with your Company and should
be removed from all External Smart Accounts.
Upon removal, the User and all the Administrators of
the External Smart Accounts will also be notified.
You can add a special Message to External Account
Administrators.
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Smart Account User Security and DeauthorizationEmail Notifications: Use Case #1
Below you will find the email notifications sent in use case #1, where the Smart Account Admin
proactively removed the User from the Smart Account, after the User has left the Company.
• The User can Request Access again to the Smart
Account which will be sent to the Administrators for
review.
Email sent to the User:Email sent to the Admins of the
External Smart Account:
Smart Account User Security and DeauthorizationEmail Notifications: Use Case #2
Below you will find the email notifications sent in use case #2, where a user updates their primary
email address in their Cisco.com profile and is automatically removed from all current Smart Accounts:
• The Smart Account Admin can add the user again
to the Smart Account.
Email sent to the User:
• The User can Request Access again to the Smart
Account which will be sent to the Administrators for
review.
Email sent to the User:Email sent to the Admins of the
External Smart Account:
Any Questions
Customer SupportSubmitting Cases
Software Licensing Support
Customers with Software Licensing issues/questions can open a case using standard Cisco processes:
GLO Software Licensing Support ([email protected]) is available 24 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
Online Email Phone
*When writing to GLO ([email protected]), you need to type your CCOID in the body of the email.
Additional Resources for End CustomersLocation Description
http://cisco.com/go/smartaccounts
http://cisco.com/go/smartlicensing
Cisco Smart Accounts Overview
Cisco Smart Software Licensing Overview
Software Operation Exchange Page
Training Schedule
Orderable Smart Licensing SKU List
Additional Software training and informational resources
Cisco Software: Capability Overview for Customers Cisco Software Overview: Smart Accounts, Smart Licensing, Cloud/ SaaS and EA
Cisco Software: Smart Accounts Setup and Administration for Customers How to request and setup a Smart Account, how to manage your Smart Account
Cisco Software: Smart Licensing Management with Smart Accounts Smart Licensing Management in Smart Software Manager
Cisco Software: Classic Licensing Management with Smart Accounts Classic Licensing Management in the License Registration Portal
Cisco Software: EA Workspace EA Workspace E2E Training Guide
Smart Account Leading Practices - Customers Smart Accounts Leading Practices for End Customers
Request Customer Smart Account Quick Reference Guide Quick step-by-step guide on how to initiate a request for a Customer Smart Account
Complete Customer Smart Account Setup Quick Reference Guide Quick step-by-step guide on how to complete the setup for a Customer Smart Account
Getting Started with Smart Accounts Quick Reference Guide Quick guide on how to create a Customer Smart Account in Cisco Software Central (CSC)
Assign a Partner to Manage Account on your Behalf Quick Reference Guide Quick step-by-step guide on how a Customer can assign a Partner to manage their Smart
Account
Request Access to an Existing Smart Account Quick step-by-step guide on how to request access to an existing Smart Account
LRP Main User Guide - License Registration Portal Main User Guide
Virtual Account Custom Tagging (Beta Version) Quick Guide - How to add Custom Tags to Virtual Accounts (Beta Version)
Version History (December 2017)Slide # Details Release
46
There is no limit anymore for the number of Virtual Accounts in one Smart Account. So the recommendation
is just to create multiple Virtual Accounts within one Smart Account to subdivide your assets based on your
company’s organizational structure and your business needs. N/A
Version History (January 2018)Slide # Details Release
2, 60,
74Change from ELA Workspace to EA Workspace January 2018
8, 32,
40Change from ELA Workspace to EA Workspace (screenshots) January 2018
Version History (April 2018)Slide # Details Release
41 Transaction Based auto Virtual Account Creation – New Screenshot and comment April 2018
42, 43,
44, 45,
47, 52,
56, 57,
65, 66
Updated screenshots April 2018
Version History (May 2018)Slide # Details Release
41Transaction Based auto Virtual Account Creation – New Screenshot and comment
Smart Account Search by Email ID May 2018
