Presenter Title March 2015 Software Simplification Cisco Smart Software Manager (CSSM): Managing Licenses

2 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Early Adoption High-Touch Engagement What you can expect:  Schedule and deliver training and provide collateral  Provide support in case of questions and concerns  Facilitate adoption checkpoint and conduct final readout Training Sessions: ActivityTimeRole DescriptionManaging Application Module 1: Smart Licensing Overview and Setup1AllCisco Software Workspace (CSW) Module 2: Order and Assign Smart Products1Person placing orders in Cisco Commerce Workspace (CCW) Person assigning order from holding account to customer smart account Cisco Commerce Workspace (CCW) Module 3: License Management1Software license and purchasing approver License administration and management Cisco Smart Software Manager (CSSM) Adoption Checkpoint0.5All Time Commitment*3.5 hours *Overall Pilot Time; not per person

3 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Learn how to: Manage Licenses Using CSSM

4 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Smart Software Manager (CSSM) Overview 1 Basic Portal Navigation 2 License Inventory Management 3 Agenda Smart Account Management 5 Managing Classic PAKs and Smart Licenses Together 6 Product Instances 4

5 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Smart Software Manager (CSSM) Overview

6 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Commerce (CCW) ‘Smart’ Account Cisco Product BigU.edu I Own:10 I am Using:10 I Have Purchased 5 additional ‘Advanced’ Licenses for BigU.edu +5 Hello, I am Device-East5, I belong to BigU.edu and I am using 1x Advanced License Hello, You are Device-East5, belonging to BigU.edu and the Physics department you are ‘In-Compliance’ +1 Smart Licensing provides a Software Inventory Management System that provides Customers, Cisco, and Selected Partners with information about Software Ownership and Software Utilization Only Customer Smart Accounts are managed in CSSM Manage inventory from one centralized website Organize and view licenses in groups called virtual accounts Transfer Licenses easily between virtual accounts Ownership Usage Getting Started with CSSM

7 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Balancing Simplicity with Security Direct cloud access (default) Cisco product sends usage information directly over the internet. No additional components are needed. Options Direct cloud access through an HTTP proxy Cisco Products send usage information over the internet via a Proxy Server. Any off-the-shelf Proxy will work. Mediated access through an on-premises collector – connected Cisco Products send usage information to a local Mediator such as the Smart Call Home Transport Gateway (Free VM Download), which automatically completes the transaction with the backend. Mediated access through an on-premises collector – disconnected Cisco Products send usage information to a local disconnected collector, which acts as a local license authority. Once a month, an exchange of human readable information will be performed to keep the databases in sync. Security Policy Ease of use Cisco Product HTTPs Cisco Product HTTPs Proxy Cisco Product HTTPs Cisco Product HTTPs Your Cisco Software Usage Cisco.com Transport Gateway Cisco.com File Transfer Smart Services Collector Reference these documents for more information on using a different option: Data Sheet The Cisco Product is configured to use Smart Licensing at install/provisioning time. Direct cloud access is the default option. Overview Deck

8 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Ordering Scenarios Assign Order to Customer Smart Account Create Holding Smart Account Customer manages licenses with no partner involvement Scenario 1: Simple Resale Scenario 2: Resale with Lifecycle Management Scenario 3: Partner also Consumer Assign Order to Customer Smart Account Create Holding Smart Account Partner assists or manages licenses on behalf of customer Assign Order to Customer Smart Account Create a Customer Smart Account Manage Own Licenses Customer Partner Cisco Software Workspace (CSW) Cisco Commerce Workspace (CCW)* Cisco Smart Software Manager (CSSM)

9 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation

10 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Section Agenda Introduction to CSSM 1 Virtual Accounts 2

11 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Introduction to CSSM

12 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Access CSSM Link for CSSM: You can also access CSSM from the Cisco Software Workspace (CSW) tool.Cisco Software Workspace (CSW) On the Cisco Software Workspace page, click the Licensing menu. From the Licensing drop-down menu, click Smart Software Manager

13 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential View Multiple Accounts If you have access to multiple accounts, they will all display when you log into CSSM. Click the account name you would like to manage. Your access role is listed in the Access Role column. 1 1 Basic Portal Navigation

14 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Layout – Navigation and Work Panes The Cisco Smart License Manager is divided into two main sections: a Navigation pane on the left and a Work pane on the right. When first logging in, only Default Virtual Account – indicated with blue star. Navigation Pane Work Pane

15 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Smart Accounts vs. Virtual Accounts The Smart Account name indicated at the top and the Virtual Accounts are created to internally organize the licenses. Smart Account xxx Virtual Accounts

16 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Virtual Account Tabs There are four tabs associated with a Virtual Account: General, Licenses, Product Instances, and Event Log.

17 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation General Tab In the General tab you can:  Edit virtual account settings  Create and copy tokens to register a license with a product

18 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Licenses Tab In the Licenses tab you can:  View and transfer licenses to different Virtual Accounts  View quantity, usage, and unused licenses  View when licenses are nearing expiration

19 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Product Instances Tab In the Product Instances tab you can:  Verify if a device is activated  Transfer product instances  View alerts associated with licenses

20 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Basic Portal Navigation Event Log Tab The Event Log tab enables you to view the activity log for a virtual account & timely track issues.

21 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Alerts Major & Minor Alerts display for each virtual account enabling awareness of license status and actions needed. The Alert bar displays the summary of alerts in the Virtual Account. Click Major/Minor to view the Alert. The Alert explains the action needed Any license or product instance that is not in compliance with the licensing agreement creates an alert. (e.g. more licenses in use than purchased)

22 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Virtual Accounts

23 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential A Virtual account is a subset of a smart account used to internally organize licenses Dividing Smart Accounts into Virtual Accounts Customer Smart Account Company ABC Virtual Accounts (Departments, Regions, Customer etc.) Western Region Midwest Region Eastern Region

24 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Virtual Accounts Log In and View Default Virtual Account Before setting up Virtual Accounts, all smart licenses will display in the default account in the Licenses tab. 1 1

25 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Virtual Accounts Create a New Virtual Account In the Navigation pane, click the plus sign next to Virtual Accounts. In the New Virtual Account dialog box, enter the name for the virtual account and description (optional). Click Save

26 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Virtual Accounts Edit Virtual Account Information Click the virtual account that you need to edit. In the General tab, click Edit to edit the virtual account information. In the Edit Virtual Account Settings dialog box, make edits as required – you can edit name, description, or make this as the default virtual account. Click Save to save the changes

27 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential License Inventory Management

28 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential License Inventory Management Section Agenda License Inventory Details 1 Transfer License 2

29 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential License Inventory Details

30 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential License Inventory Details View Details View which licenses are in use, which account have a surplus or shortage of licenses, and any alerts. This keeps you informed of your licenses and actions needed to maintain compliance. 1 1

31 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential License Inventory Details License Details In the Work pane, under the Default Virtual Account section, click a license to view more details. A dialog box containing license information, such as Virtual Account usage, license expiration, product instances, event log, and order history, is displayed

32 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Monitor License Usage Licenses Expiring Notifications Alerts at line level indicate when licenses are expiring soon, so you know when to renew licenses. This will ensure you remain in compliance

33 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Transfer License

34 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Virtual Account License Management – What is License Pooling across Virtual Accounts? Virtual Accounts Offer Several Advantages Over the Traditional node-locked licenses. Advanced Security Licenses Use any compatible licenses from pool with devices Division A Device 1 Division B Device 2 Division C Device 3 Smart Account Division A Device 1 Division B Device 2 Division C Device 3 Virtual Accounts  Full visibility to all assets across the company  Central repository for all licenses  Licenses are Smart Account specific and can be used with any compatible product in the company Traditional Node-Lock  License associated with specific device  No easy means to move licenses from one device to another

35 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Transfer Licenses Transfer License In the License tab of the Virtual account you want to transfer licenses from, click Transfer fo. In the Transfer Licenses dialog box, select the Virtual Account that you want to transfer the license to. Enter the number of licenses to transfer. Click OK to complete the license transfer

36 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Transfer Licenses Transfer License: Preview Click Preview to preview the transfer. If correct, click Complete Transfer. If not, click Back and re-edit in the Transfer License dialog box

37 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances

38 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances Section Agenda Register and Activate Product Instance 1 Product Instance Details 2

39 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances What are Product Instances? A product instance is an individual device with a unique device identifier (UDI) that is registered using a product instance registration token. You can register several instances of a product with a single registration token. Each product instance can have one or more licenses that reside in the same virtual account. ‘Smart’ Account Cisco Product Hello, I am Device-East5, I belong to BigU.edu and I am using 1x Advanced License Hello, You are Device-East5, belonging to BigU.edu and the Physics department you are ‘In-Compliance’ Usage Product instances must periodically connect to the CSSM servers during a specific renewal period. If a product instance fails to connect, it is marked as having a license shortage, but continues to use the license. If you remove the product instance, its licenses are released and made available within the virtual account.

40 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Register and Activate Create a Token In the General tab of virtual account, click New Token. In the Create Registration Token dialog box, enter a description and the number of days that you want the token to be valid for. Select the checkbox for export-controlled functionality and accept the terms and responsibilities. Click Create Token to create token Token is required to register the product. Registration tokens are stored in the Product Instance Registration Token Table that is associated with your smart account. Once the product is registered, the registration token is no longer necessary and can be revoked and removed from the table. Registration tokens can be valid from 1 to 365 days.

41 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Register and Activate Copy Token Click Copy to copy the newly created token. 1 1

42 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Register and Activate Enter Configuration Commands (Example) Smart Call Home configuration commands: call-home contact- -addr profile active destination transport-method http no destination transport-method destination address http no destination address http Smart Call Home configuration commands: call-home contact- -addr profile active destination transport-method http no destination transport-method destination address http no destination address http  During the device configuration, you must enter some commands to register your device so that it can communicate to the Cisco Smart Software Manager.  Smart Call Home should be configured on the device. Here is an example of a Smart Call Home configuration: Enter the commands mentioned in the box below. 1

43 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Register and Activate Enter Configuration Commands (Example) Open a terminal window for the device and paste these commands in the Smart Software Licensing configuration commands. This is an example for a CSR configuration. 2 Smart Licensing configuration commands: a.(config)license smart enable b.(exec)license smart register idtoken NzkxOGQzZDEtY2E3NS00MzJhLWE1NmEtMDhjMmVjM2YyYWU4LTEzODI4OTYw%0AOTcwMTh8WmtXWnh2 TXkwUUp6RTdsZStTNlI5SUV6Y3loYXo5R3RqbE1pYnpM%0AMVI2TT0%3D%0A c.(config)license boot level premium Smart Licensing configuration commands: a.(config)license smart enable b.(exec)license smart register idtoken NzkxOGQzZDEtY2E3NS00MzJhLWE1NmEtMDhjMmVjM2YyYWU4LTEzODI4OTYw%0AOTcwMTh8WmtXWnh2 TXkwUUp6RTdsZStTNlI5SUV6Y3loYXo5R3RqbE1pYnpM%0AMVI2TT0%3D%0A c.(config)license boot level premium

44 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Register and Activate Verify if Device is Activated New product instance information is displayed. 1 1

45 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances View Details In the Product Instance tab, product instances display. Click the product instance for more details on license usage and event log Any license or product instance that is not in compliance with the licensing agreement creates an alert. (e.g. more licenses in use than purchased)

46 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances Transfer a Product Instance In the Product Instance tab, click the Transfer hyperlink for the appropriate product. In the Transfer Product Instance dialog box, select the Virtual Account to transfer to. Click OK Transferring a product instance from one virtual account to another virtual account does not result in the corresponding licenses being transferred. You will have to transfer the licenses separately. When you remove a product instance from the software, you are removing it only from the table. The licenses that the product instance was using are still available and can be used by other products. You must re-register the product instance with the cloud so that it can communicate with the product again.

47 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Product Instances Failed to Connect – Insufficient Licenses The product instances need to periodically connect to the CSSM servers during a specific renewal period. If a product instance fails to connect, it is marked as having a license shortage, but continues to use the license. If you remove the product instance, its licenses are released and made available within the virtual account. 1 1 License shortages also occur when more licenses are in use than are purchased. To remedy this issue: Transfer available licenses from another Virtual Account Purchase more licenses to return to compliance

48 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account Management

49 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Additional Smart Account Features In addition to license management and Virtual Account capabilities, here are some additional functionalities for the entire Smart Account.

50 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Reports Run a Report In the Navigation pane, click Reports. Click Licenses or Product Instances. In the Run Licenses Report dialog box, enter the name and description for the and select all or specific Virtual Accounts from the drop-down. Depending on your preference, click Run Report or Export to Excel or Export to CSV

51 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Notification Set Notification Preferences You can choose what notification messages you want to receive. In the Navigation pane, click Notification. Click the checkbox next to the appropriate notifications. Click Save to save your preferences

52 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Users Add a New User In the Navigation pane, click Users. Click New User to add a user. In the New User dialog box, enter id and click the Assign a Role drop-down menu to assign role. Click Continue. A preview of the new user information displays. Click Add User to confirm

53 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Users Assign a New User Role In the Users sections, click user name to view information about that user. The user information is displayed in a dialog box. In the User Roles field, select the appropriate role to be assigned to that user. Click Save

54 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Users Here are the roles that can be assigned to users in CSSM. RoleResponsibilities Smart Account ApproverHas rights to approve the Cisco Smart Software legal agreement. Smart Account AdministratorHas rights to set up and manage all smart accounts. Smart Licensing AdministratorManages the following tasks for the assigned smart accounts:  Creating a new user  Creating or deleting virtual accounts  Generating tokens  Transferring licenses and product instances between virtual accounts  Managing Satellites Virtual Account AdministratorManages the assigned virtual accounts by performing various tasks, such as generating tokens and transferring licenses/product instances between these accounts. Roles

55 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Satellites Cisco Smart Software Satellite supports products that do not have connectivity to the Cisco network or have limited network access. It is used for the 4 th tier of security. If you enable this layer of security you will manage your satellites here.

56 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential In the Transaction History tab, view all the Smart licenses purchased for this company. Click the csv icon to print a export a copy of the list. Smart Account Transaction History Tab

57 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account Account Properties Tab In the Account Properties tab, view account properties. You can edit the name in CSW. 1 1

58 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account License Agreements Tab In the License Agreements tab, click the hyperlink in the Agreement column to view the license agreement. 1 1

59 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account Event Log Tab In the Event Log tab, view recent activities and alerts of the account to easily troubleshoot license and product inventory. Click the csv icon to export the event log into Excel

60 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Support and Feedback Links Submit feedback directly from within Cisco Smart Software Manager by clicking Feedback. In the Smart Software Manager Feedback dialog box, select a category and enter your feedback in the space provided. Click Support to open a Case

61 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Support and Feedback Help Click the Help link to access a guide about the current page. There is contextual help throughout the tool

62 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Managing Classic PAK and Smart Licenses

63 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Managing Classic PAK and Smart Licenses New Smart Account Features in 1. Assign unfulfilled / partially PAK licenses to a Smart Account In LRP you can filter by the smart account see all licenses associated with the account instead of only what is associated with you as an individual Provides more holistic view to your licenses 2. Convert unfulfilled / partially fulfilled PAK Licenses to Smart Licenses Smart equivalent SKU must exist Enables you to view and manage SKUs in CSSM Convert before or after assigning to Smart Account in LRP Unfulfilled PAK = none of the license components are activated or in use Partially Fulfilled PAK = a few of the licenses components are not activated or in use; only the unused components will be smart enabled Also known as Product License Registration Page (PLR) Additional LRP Training Classic PAK Licenses Manage in License Registration Portal (LRP)License Registration Portal (LRP) Smart Licenses Manage in Cisco Smart Software Manager)Cisco Smart Software Manager)

64 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Managing Classic PAK and Smart Licenses Section Agenda Assign Classic PAK Licenses to Smart Accounts 1 Convert Classic PAK Licenses to Smart Licenses 2

65 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Provides more holistic and complete view in LRP of your classic licenses

66 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Login to Product License Registration Tool Login into Cisco Software Central (CSC).On the CSC Home page, click License.Cisco Software Central (CSC) From the menu, click Product License Registration Tool (PLR). Access the LRP tool directly at:

67 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts View Classic PAK Licenses On the LRP Home page, in the Manage section, click PAKs/Tokens to view all available classic licenses. 1 1

68 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Select Licenses to Assign All classic licenses associated with the user are displayed. Check the unfulfilled or partially filled licenses to assign them to a smart account. Once they are assigned to a Smart Account, you can view all licenses associated with the Smart Account, not only the licenses associated to you individually. 1 1

69 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Assign License to Smart Account Under the Actions drop-down menu, click Assign to a Smart Account. 1 1

70 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Select a smart account… Canada Motors Inc. Big-U University Assign Classic PAK Licenses to Smart Accounts Assign License to Smart Account (cont.) In the dialog box, select the appropriate smart account. Only the Smart Accounts you have access to will display. Click Assign

71 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Assign License to Smart Account (cont.) The request has been successfully completed. 1 2

72 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assign Classic PAK Licenses to Smart Accounts Smart Account View of PAK Licenses Now you can filter by smart account to view the classic licenses for all licenses associated with that smart account (from multiple users), rather only the licenses you have access to individually, providing more complete view of your PAK licenses 1 1

73 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses Manage Unfulfilled / Partially Fulfilled PAK Licenses using Smart Licensing in CSSM

74 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses View Current Total of Smart Licenses in CSSM Currently there are 9 Smart Licenses in CSSM. Once we convert classic licenses to Smart Licenses, more will be available in CSSM. 1 1

75 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses View of Licenses Login to LRP and click PAKs/Tokens, the licenses available for you to manage are displayed, as is any Smart Account Assignment information. 1 1

76 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses Select the Classic Licenses to Convert All the licenses associated with the selected smart account are displayed. Select the unfulfilled/partially fulfilled licenses that you want to convert to Smart licenses. A Smart equivalent SKU must be available. 1 1

77 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses Convert to Smart Entitlements Under the Actions drop-down menu, click Convert to Smart Entitlements. 1 1

78 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses Convert to Smart Entitlements (cont.) If you haven’t yet assigned the licenses to a Smart Account, you will be prompted to at this time. In the Convert to Smart Entitlements dialog box, reselect the SKUs to be converted. Click OK Note: The system asks for this confirmation since once these SKUs are converted, they cannot be used for future transactions in this tool. Instead, you can manage these licenses in CSSM

79 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses Convert to Smart Entitlements (cont.) The message confirming that the SKU conversion has been successful is displayed.

80 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses View Status The status of the licenses now say converted. You can view here as a record, but will need to manage them in CSSM now. 1 1

81 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Convert Classic PAK Licenses to Smart Licenses View Increased Total of Smart Licenses in CSSM Log back into CSSM. The license quantity has not increased to 11, reflecting the licenses you converted. Now you can transfer these licenses to other virtual accounts and use the licenses management features available in CSSM. 1 1 Once converted, you will need to register using the token Smart registration process.

82 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential  Customers with Smart Software Licensing issues/questions can open a case using standard Cisco processes, such as: Online: support_caseshttps://tools.cisco.com/ServiceRequestTool/scm/mgmt/case?referring_site=shp_contacts_ support_cases Phone:  Smart Licensing Support hours are: Monday – Friday, 8:00 am – 5:00 pm (US Pacific) Product Support  Technical Assistance Center (TAC): Customers can contact TAC 24x7 for product support issues and questions using existing Cisco processes. Smart Licensing Support

83 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Any Questions

85 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Licensing Training ActivityTimeRole DescriptionManaging Application Module 1: Smart Licensing Overview and Setup1AllCisco Software Workspace (CSW) Module 2: Order and Assign Smart Products1Person placing orders in Cisco Commerce Workspace (CCW) Person assigning order from holding account to customer smart account Cisco Commerce Workspace (CCW) Module 3: License Management1Software license and purchasing approver License administration and management Cisco Smart Software Manager (CSSM) Time Commitment3 hours Live Training Schedule