Getting Started with... Business Partner Express October 2014 Getting Started with... Business Partner Express

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a new Global Partner Portal opportunity Additional resources

What is Business Partner Express? Getting started with Business Partner Express What is Business Partner Express? Business Partner Express is a new user interface that provides a fast and easy way to enter opportunities into Global Partner Portal. With Business Partner Express, you can create or change multiple opportunities at the same time, making data entry much faster than through the Global Partner Portal web interface. You can even receive hundreds of new opportunities at one time, and you can send hundreds of new opportunities and updates to opportunities with just a few mouse clicks! Business Partner Express is easy to use, responsive, and flexible.

Business Partner Express functions With Business Partner Express, you can do all of the following: Create and update opportunities Add revenue records Add marketing campaigns Submit opportunities for incentive programs Accept, reject, and pass opportunities Submit opportunities for Software Value Incentive (SVI) Submit opportunities for Latin America validation Collaborate with other Business Partners And…much, much more!

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Business Partner Express How does Business Partner Express work? Business Partner Express creates and uses a database on your local system to store opportunity data. This database is located in the Business Partner Express folder that is created when you install Business Partner Express. This local database is initially loaded with all your opportunities that are in Global Partner Portal. As opportunities are added or changed, the local database is updated to reflect these changes, thus keeping the local database in sync with Global Partner Portal. Business Partner Express Local Database Business Partner Express User Global Partner Portal Web User Submit GPP Opportunity Refresh GPP Opportunity Data Entry

Business Partner Express How does Business Partner Express work? Multiple users in the same organization share the same local database, so everyone sees a complete set of data. Business Partner Express Local Database Business Partner Express User 1 Global Partner Portal Web User Business Partner Express User 2 Submit GPP Opportunity Refresh GPP Opportunity Data Entry

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Registering for Business Partner Express Getting started with Business Partner Express Registering for Business Partner Express You register for Business Partner Express by completing the registration form. You must have Microsoft Office 2007 or higher to install and use Business Partner Express Once you receive a confirmation email, you perform the following basic steps to install and configure Business Partner Express: Download the setup file Install Business Partner Express Adjust your settings ….and you’re ready to send and receive opportunities!

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Downloading the setup file Getting started with Business Partner Express Downloading the setup file Perform the following steps to download the setup file: Click the link that was provided to you when you registered. When prompted, type your PartnerWorld User ID and Password and click Sign in.

Downloading the setup file Getting started with Business Partner Express Downloading the setup file Click Save to save the file to your computer.

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing component programs Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Installing component programs Getting started with Business Partner Express Installing component programs Perform the following steps to install Business Partner Express. You might be required to install some programs as you proceed with the installation. Please install the required programs as follows. Save the setup file to your hard drive. Double-click the Setup.exe file.

Installing component programs Getting started with Business Partner Express Installing component programs The setup will check to make sure your computer has all the necessary components to run Business Partner Express. If you do not, it will tell you which components it will download from Microsoft. Click Install.

Installing component programs Getting started with Business Partner Express Installing component programs Click the checkbox to accept the Microsoft license agreement. Click Install.

Installing component programs Getting started with Business Partner Express Installing component programs The component programs install one at a time.

Installing component programs Getting started with Business Partner Express Installing component programs Each component notifies you when the installation is complete. Click Finish.

Installing Business Partner Express Getting started with Business Partner Express Installing Business Partner Express The install wizard tells you the status of each component installation. Eventually, the installation of all components completes.

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing component programs Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Installing Business Partner Express Getting started with Business Partner Express Installing Business Partner Express Once the MicroSoft components are installed, the Business Partner Express installation begins. Click Next.

Installing Business Partner Express Click the checkbox to accept the License Agreement. Click Next. Enter your name in the User Name field and your company name in the Organization field. Click Next.

Installing Business Partner Express The default installation location is as shown. Accept the default or click Change… to select another location. Note: Make a note of this location because you may need it later to locate the installation files. Click Next.

Installing Business Partner Express Getting started with Business Partner Express Installing Business Partner Express Click Install. The installation may take several minutes. Respond to any security prompts. When you see a message that the wizard has completed, click Finish. Business Partner Express and associated files are now installed!

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a Global Partner Portal opportunity Additional resources

Adjusting your settings Getting started with Business Partner Express Adjusting your settings Double-click the Business Partner Express icon on your desktop. At the top of the page, click the Business Partner Express tab. Click the Settings icon.

Adjusting your settings Getting started with Business Partner Express Adjusting your settings On the General tab, complete the following fields: Time Difference GMT Language Country. Note: In order to submit opportunities for Latin America (LA) validation, LA users must indicate they are located in a Latin American country. User Name (IBM PartnerWorld User ID) Password (IBM PartnerWorld password) Business Partner Name Gateway ID CEID (Click Add and type the CEID) Click OK.

Table of contents What is Business Partner Express? Getting started with Business Partner Express Table of contents What is Business Partner Express? How does Business Partner Express work? Registering for Business Partner Express Downloading the setup file Installing Business Partner Express Adjusting your settings Receiving a new Global Partner Portal opportunity Additional resources

Receiving a new Global Partner Portal opportunity Getting started with Business Partner Express Receiving a new Global Partner Portal opportunity From the Business Partner Express tab, click Refresh Opportunity. This populates your new template with all of your Global Partner Portal opportunities.

Getting started with Business Partner Express Additional resources In addition to this Getting Started with Business Partner Express presentation, the following Business Partner Express resources are available on the Business Partner Express page on Partnerworld: Business Partner Express Overview Demo Business Partner Express User Guide You can also contact the WW BP Express deployment team at B2BOM@us.ibm.com