Steps to add the company where a user works to unmigrated records Viewing This Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To go to the next step, click the mouse or use the page-down or down arrow key on your keyboard. To return to the previous step, right-click and select “Previous” or use the page-up or up arrow key on your keyboard. To end the presentation, right click and select “End Show” or use the “Esc” key on your keyboard. Service Access Management Tool December 2018 EDCS-15766100 Click to continue

Completed so far Cisco has automatically migrated user- contract associations where the parent company could be systematically verified. What it means for you Administrators who manage multiple end user contracts must manually identify the entitled company for all unmigrated user- contract associations. For all future user-contract associations, SAMT’s Access Advisor will automatically attempt to identify the user’s parent company. If it cannot match the user to a Parent Company on the contract, the Administrator must select it. Requirement The parent company under whose authority a user will be transacting must be identified for all contracts. Click to continue Click to continue Click to continue

In this Training Module Overview of tasks you need to complete by January 25, 2019 Step-by-step demonstration of the process to identify the Parent Company for unmigrated records For an overview of other changes, see the Specifying a Parent Company when associating users to contracts in SAMT training module Visit the SAMT homepage for announcements and training on this and other SAMT topics Click to continue

Overview of Tasks Key Dates S M T W F 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 31 Key Dates 19 November Download the unmigrated association .csv file* from SAMT. Review, edit and upload the file to identify the Parent Company for users who should have access to the contracts. 21 January Re-run the unmigrated association file from SAMT. Review, edit and upload the .csv file for any remaining users. 25 January Last day to identify the Parent Company for existing user-contract associations November December January Note: Any association records not migrated by January 25 will be inactivated. * The unmigrated association file includes Cisco.com IDs that are currently associated to a contract that has multiple end customers, but where Cisco could not match the user’s Parent Company to any entitled company on the contract. Click to continue

How to specify the Parent Company for unmigrated user-contract association records Click to continue

Step1: Download the unmigrated association file From the Administration tab, select “Batch Download/Upload to Identify Customer Company for Existing User Contract Associations” Generate the unmigrated association .csv file showing the users, contracts, and the entitled companies for each contract. The file will automatically copy to your Downloads folder. Open the file to review and edit. Note: After editing the file to enter the missing Parent Company information, return to the “Batch Download/Upload to Identify Customer Company for Existing User Contract Associations” screen and upload your completed file, saved in .csv file format. Reminder: This report file only lists unmigrated records, where Cisco could not match the user’s company to any entitled company on the contract. Click to start demo Click to continue

Step 2: Review and edit the file The file contains the list of users who have access to a contract that has more than one end customer company, and where the user’s company does not match any of the entitled companies on the contract. Review the users’ information (in columns F through J), and compare it to the Bill-to and Install-at parent companies (in columns D and E). Decide if the user still should still have access to this contract, and if so, the entitled company for which the user will be transacting. Some possible reasons why the user’s company/organization information may not match any entitled company on the contract: User works for a subsidiary or a parent company, or another division with a different name User works for a third party, contracted outsourcing company, or managed service provider User changed jobs and now works for a different company (Their access should be removed.) Click to continue

Step 2: Review and edit the file To authorize a user for continued access to the contract, copy the appropriate entitled company from column D or E, and paste it into column C. This will identify the company on behalf of which the user is allowed access to the contract. Save the file in .csv format and note the location. Safe Bank; Big Bank Safe Bank BioPlus Sumplr Solutions Safe Bank Safe Bank Hamilton Hospital Safe Bank Safe Bank Safe Bank PremierPartners, Inc. PremierPartners, Inc. Hamilton Hospital If the user is working on behalf of the Partner (Bill-to) company, copy the Bill-to Parent Company from column D and enter it into column C. If the user is working on behalf of more than one Install-at Parent Company, enter the semicolon-separated list in column C. If a user should no longer have access to the contract, you can either leave column C blank or delete the row. However, to remove the user’s access you must manually remove the contract association, using either the Manage by Name or Manage by Number screen. Click to start demo If the user should no longer have access to the contract, you can leave column C blank or delete the row, but to remove the user’s access you must manually remove the contract association in the Manage by Name or Manage by Number screen. Click to continue

Step 3. Upload your file From the Administration tab, select “Batch Download/Upload to Identify Customer Company for Existing User Contract Associations” Skip down to Step 3 and select Choose File to upload. Navigate to select the file you edited and saved in .csv format, and submit. You will receive an email with instructions about when your audit report will be ready. Click to start demo C:\Users\Desktop\association.csv Click to continue

Step 4. Confirm the results From the Administration tab, select “View Generated Reports.” Download the audit report to review the results. Click to start demo A record may show “Failed” if you mistyped or entered an invalid Parent Company for a contract. Repeat steps 1-4 in this training module until all user-contract associations specify a valid Parent Company. Click to continue

Step 4. Confirm the results To further confirm that all records have been successfully processed, re-run the download report. Open the file to confirm that there are no remaining unmigrated records. If there are, return to step 2 in these instructions and repeat as necessary. Click to start demo Click to continue