Click here to load reader

Cisco Software Smart Account Setup and Administration for ... · PDF fileCisco Software: Smart Account Setup and Administration Note: Screens in the presentation may vary slightly

  • View
    220

  • Download
    0

Embed Size (px)

Text of Cisco Software Smart Account Setup and Administration for ... · PDF fileCisco Software: Smart...

  • 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

    https://communities.cisco.com/docs/DOC-56985

  • 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

    1

    2

    2

    https://software.cisco.com/

  • 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.

    1

    2

    3

    1

    In this example, you will

    nominate another person to

    proceed with the Smart

    Account activation.

    2

    Confirm your profile

    information below.

    If needed, update your profile.

    3

    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).

    1

    2

    4

    1

    3

    2

    3

    4

    5

    5

    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

    1

    1

    2

    2

  • 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.

    1

    2

    1

    2

  • 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.

    1

    2

    1

    2

  • 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.

    1

    2

    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 dont have one, click register for a new account

    To learn more about Smart Accounts, click the Learn more about Smart Accounts link. 2

    1

    1

    1a

    1a

    2

  • 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.

    1

    1

    2

    2

  • 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

    Owners Company. E.g. If the Domain is Cisco.com, the Account Name should be Cisco.

    1

    2

    1

    2

    3

  • 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.

    1

    1

    2

    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.

    2

    3

  • 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.

    1

    2

    1

    2

    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.

    1

    2

    3

    1

    2

    3

  • 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.

    1

    2

    3

    1

    2

    3

    Administrator:

    Approve access

Search related