Cisco Smart Account and Smart Licensing Partner Q&A Forum

Cisco Smart Account and Smart Licensing Partner Q&A Forum
Date: February 15th, 2016 Intended Audience: Cisco Partners and Distributors We will start at 8:05 AM PST

Agenda Cisco Smart Account and Smart Licensing 1
Partner Q&A Forum Overview 1 Overview Objectives / Ground Rules Submitted Questions / Live Demo 2 Partner Q&A Forum 3 Next Steps 4

Today’s Software Lifecycle
Multiple manual steps No Product Activation Key? Proof of Purchase? Problem Severe Pain, Stop, Call Cisco Licenses are locked to one device Manually re-host to different device No visibility to assets across the company Step 1, step 2, step 1, step 2 Activate Manage Fulfill Renew Upgrade Boxes of Product Activation Keys Boxes of CDs 3 steps, moderate pain, Wait No visibility into when my software needs to be renewed 6 steps each, stop, call Cisco Moderate to severe pain Purchase I don’t understand Cisco licensing I don’t know what I own 8 steps, stop and call Cisco, moderate pain

Classic PAK Based Licenses
Change is Coming… “Customers don’t know what they own, and Cisco can’t tell them.” #1 Software CSAT Issue Smart Accounts User access control and Enterprise –Wide Visibility New Smart Licenses Flexible mobility and visibility into license usage reduces OPEX cost Classic PAK Based Licenses Enterprise view of PAKs, license and devices for selected users and automatic PAK registration Simplified license activation and management for customers provides you with easier selling points Increased & shared visibility to your customer’s Cisco devices, software instances, and licenses if you are granted access – up sell opportunities Opportunity to manage products and licenses on behalf of your customers as an added service to your customers Improve relationships with your customers and provide better competitive advantage Partner Benefits

Customer Smart Account
Cisco Smart Accounts A customer or partner managed centralized account that provides full visibility and access control of Cisco Smart software licenses across customer’s company. Customer Smart Account Assets Users Pool all assets, user roles, and agreements Customer, designated channel partner, or other authorized party Additional End State Benefits of Smart Accounts include: Downloading new software Find out what new licenses you have Review Service contracts Review logs and specific cases you’ve opened Track Purchases So what is a Smart Account? A Smart Account is a Customer or Partner managed centralized account that provides full visibility and access control to all Cisco Software licenses across the Customer’s company. It will ultimately pool all assets, users, and agreements that are associated with that Customer. It is similar to a bank account where users can store, manage and move assets from one Virtual Account to another. Smart Accounts are becoming the heart of Cisco transactions. It is mandatory for Smart Licenses to be assigned to a Smart Account and it is optional, but highly recommended, for PAK based licenses. The Partner’s responsibility is to designate the correct Smart Account for any smart license SKUs they are ordering. Currently, Smart Accounts are used for Software Licenses, but the end state goal of Smart Accounts is to also include assets such as service contracts.

Customer Smart Account
Smart Account Types Holding Smart Account Customer Smart Account Account where partners / distributors can temporarily deposit orders until the end customer smart account is identified. Also provide company-wide access to orders associated with the Holding Account Who needs this: All Channel Partners 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, and Channel Partners purchasing products for their own use There are 2 types of accounts: A Partner Holding Smart Account is used by Partners to store orders temporarily before they are deposited to end Customer Smart Accounts. When ordering, you may not know the End Customer or their Customer Smart Account upfront, and instead will assign the order to the Partner Holding Account temporarily. Once the Customer is identified post-order, you will transfer order to Customer Smart Account. The key distinguisher between the two is that Licenses can only be consumed in the Customer Smart Account, not a Holding Account. Assigning a holding account on an order also provides company-wide access to the order. A Customer Smart Account is where licenses are deposited for Customers to access and use. It serves as the repository of Cisco assets. All Customers will need to create a “Customer Smart Account” for their own licenses, and Partners who will be ordering/consuming licenses for themselves will also need a Customer Smart Account. Partners may also have the additional role of helping manage their Customer’s Smart Account. Virtual Accounts are subsets of a Smart Account – either Customer or Holding – and are used to internally organize licenses by department or logical entities. You can use Virtual Accounts to organize licenses by business unit, product type, geographic region or whatever makes sense for your organization. This is an example of how a Customer Smart Account could be broken up into Virtual Accounts. You can see the company has created 3 Virtual Accounts that represent 3 of their different departments. Virtual Accounts and / or additional Customer Smart Accounts may be created depending on how the company is organized. Similarly, you can also have Virtual Accounts for your Holding Smart Accounts. It’s the same idea, where you will setup the Virtual Accounts in whatever way makes the most sense for you – could be Virtual Accounts for different regions, different end Customers etc. or perhaps you will set up multiple holding Smart Accounts if you are a large global company. The downside to using multiple Smart Accounts instead of splitting one account into Virtual Accounts is that you or your Customer won’t have one place that gives visibility to all devices and licenses. But ultimately the goal is to make it easier for you to organize, so it’s up to you to decide what that organization looks like. Do note that Smart Accounts are not captured on CSCC orders, as services are currently not Smart Account enabled. <Note to Trainer - Another benefit if they ask more for info: When ordering, you need to assign the order to a Smart Account. If you have 2 main Smart Accounts and the order is deposited into the incorrect accounts, it is a slow, manual process on the Cisco side, to change that assignment. Whereas, if you only had one account and used Virtual Accounts, if the order was assigned to the incorrect Virtual Account, you could easily move the license between Virtual Accounts.>

How Does Smart Software Licensing Work?
Cisco Smart Licensing is a new way of thinking about licensing at Cisco that is being applied to all products Smart Licensing provides a Software Inventory Management System that provides Customers, Cisco, and Selected Partners with information about Software Ownership and Software Utilization Ownership Usage Commerce (CCW) ‘Smart’ Account Cisco Product Hello, I am Device-East5, I belong to BigU.edu and I am using 1x Advanced License I Have Purchased 5 additional ‘Advanced’ Licenses for BigU.edu Hello, You are Device-East5, belonging to BigU.edu and the Physics department you are ‘In-Compliance’ BigU.edu I Own: 10 I am Using: Smart Licensing provides Customers, Cisco, and selected Partners with information on Software Ownership and Utilization for Smart Licenses. Customers can manage all their Cisco Smart Software licenses from one centralized website. SSM provides information on how Customers are using what they own. A key reminder – SSM is used for Customer Smart Accounts, not Holding Accounts since that is only a temporary order storage location. Within Smart Software Manager (SSM) tool, Customers can: Transfer licenses and product instances between Virtual Accounts as required Maintain compliance through alerts and notification Register licenses to devices and how that connects back to the Smart Accounts +5 +1

Partner Q&A Forum Overview 1 Overview Objectives / Ground Rules Submitted Questions / Live Demo 2 Partner Q&A Forum 3 Next Steps 4 Live Demo: -Smart Account Creation and Activation (Ben) -Ordering Smart Licensed Products and assigning them to Smart Accounts / Virtual Accounts (Ben) -Assign order from a Partner Holding Account to a Customer Smart Account (Arik) -General License Management Activities in Cisco SSM (Arik/Ben)

Cisco Smart Account and Smart Licensing
Partner Q&A Forum Objectives Partner Q&A Forum - Ground Rules Accelerate our response time to your questions and capability requests Receive your Smart Account and Smart Licensing feedback firsthand Highlight new system functionality Enter questions into the Partner Q&A window Questions will be addressed in the order received Participants will be taken off mute when their question is addressed

Partner Q&A Forum Overview 1 Submitted Questions / Live Demo 2 Pre-Submitted Questions Live Demo Poll Live Demo Partner Q&A Forum 3 Next Steps 4 -Smart Account Creation and Activation -Ordering Smart Licensed Products and assigning them to Smart Accounts -Assign order from a Partner Holding Account to a Customer Smart Account -General License Management Activities in Cisco SSM (Arik)

Pre-submitted Questions
Answer 1: What is the onboarding process for Customers? The Customer needs to login to Cisco Software Central (software.cisco.com) with their Cisco ID and Password. Then needs to click on Request a “Smart Account”. The Customer User can request and create the Account or nominate another person at the Customer company to setup the Smart Account. During the Smart Account setup the Customer will have to enter the Company Name and the Company Headquarters Address. In addition, the Customer User can add additional Smart Account Approvers and Administrators. After viewing the Account Request Summary, the Customer User will click “Create Account”. A Partner can also initiate Smart Account activation on behalf of their End Customer (using the same Smart Account Request process, as described above) For more details, watch these on-demand training modules: Cisco Software Smart Account Setup and Administration for Partners Cisco Software Smart Account Setup and Administration for Customers

Answer 2: Are Smart Accounts available for all type of licenses not just Cisco One Licenses? Smart Accounts are available for Smart Licenses and PAK-based licenses. For Smart Licenses, Smart Account assignment is mandatory at the time of order in CCW. You can find a list of Smart Licensing enabled SKUs here: And a list of Smart Licensing Enabled Product Families here: For PAK-based Licenses, Smart Account assignment is optional, but recommended. Some of the Cloud/SaaS licenses are also Smart Account enabled. Here you will find a list of Subscription offers currently supporting Smart Accounts:

Answer 3: When are more products going to be required to have a Smart Account? Products will continue to be Smart License-enabled over time. For a full list of Smart Enabled SKUs, please visit this link: In addition, ELA 2.0 Offerings will require a Smart Account.

Answer 4: How can a Partner manage their Customer's licenses if they are the MSP (Managed Service Provider)? There are two possible scenarios: If you are a Service Provider and you own the software licenses purchased from Cisco, you will “lease” the software licenses to your End Customer. This means that as the owner of the software licenses you will also be the owner of the Smart Account. You will manage the smart software licenses in your own Smart Account (in Smart Software Manager), but the licenses will be “used” by your End Customer. If your End Customer owns the software licenses, they will also be the owner of the Smart Account. In this case you can manage the licenses on Customer’s behalf. Your End Customer will have to grant you access to their Smart Account or one of their Virtual Accounts (i.e. Add you as a Smart Account User or Virtual Account User).

Why would a Partner be able to generate a license, while the Customer is not able to generate a license ? Do we have the same access level to their Smart Account? Question 5: Yes, as a Partner, you can get the same level of access to a Customer’s Smart Account, as long as they grant you that level of access. Partners can generate licenses on behalf of End Customers in the Customer’s Smart Account. Partners cannot generate licenses from their Partner Holding Account. Answer 5:

Answer 6: Please cover Smart Licensing for Cisco ONE products and how to properly pitch “optional” Smart-Enabled licenses. Most of the Cisco ONE product offers contain Classic Product Activation Key (PAK) licenses which makes them Smart Account optional at the time of order in the Cisco Commerce Workspace (CCW). Only the following products in Cisco ONE use Smart Licensing today: UCS Central for ECS Infrastructure Automation and FP 41xx & FP 93xx under Cisco ONE Advanced Security. However, Cisco is moving into a direction where Smart Accounts will be required for both Classic and Smart licenses. Smart Accounts provide enterprise wide visibility to your licenses and entitlements. It ties the licenses to the company or organization rather than to an individual. Once assigned to a Smart Account, anyone with access to the Smart Account can view the “optional” licenses in the License Registration Portal: LRP.

I would like to know how Cisco intends on dealing with the logistics of Smart Accounts for Distis and 2-Tier Partners. Question 7: Answer 7: The Disti can assign the order to their Reseller’s Holding Account, and then the Reseller can re-assign the order to their End Customer’s Smart Account. If the Disti is working directly with the End Customer, they will assign the order directly to the End Customer’s Smart Account. For more details, please check this on-demand training module: Cisco Software CCW Quoting and Ordering with Smart Accounts for Partners

Answer 8: How can you move licensing from a Partner Holding Account to a Smart Account? Is there going to be a option to go back into an order and add it to a Smart Account after the fact? If a Partner Holding Account is assigned to the order, you will receive a notification upon order submission informing you that a Customer Smart Account assignment is required. To receive these notifications, you must be associated to the Holding Account and your notification preferences must be set in your user settings on Cisco Software Central. The Smart Account or Virtual Account Admins and Users for the Partner Holding Account can go into CCW to assign orders from Partner Holding Account to Customer Smart Account. For more details, please check this on-demand training module: Cisco Software CCW Quoting and Ordering with Smart Accounts for Partners You can also check this short VoD: How to Re-Assign an Order from a Partner Holding Account to a Customer Smart Account

Paper licenses (RTUs) are currently not visible in the Smart Account. Cisco is exploring options to provide digital traceability of these entitlements. Answer 9: Since paper licensing is not available in the Smart Account for our Customers, how would they be able to access them again, if it was only a paper license?

A Smart License is assigned to a CCW order, so after the order is booked, the License will be automatically available in the Customer’s Smart Account. You can assign the license on the order to a specific Virtual Account or just to the overall Smart Account. The Customer can then move the License from the “Default” Virtual Account to the appropriate “Virtual Account”. A PAK-based license can be assigned to a CCW order, and after the order is booked, the PAK will be available in the Customer’s Smart Account. If the Smart Account is not assigned at the time of order, the Customer will be able to assign the PAKs to their Smart Account in LRP (post-order). Answer 10: What is the process to obtain licensing from the portal?

Changing Assignment from Partner Holding Smart Account to Customer Smart Account
Let’s see how to change assignment from Partner Holding Smart Account to your End Customer Smart Account.

What’s Changing: Re-Assigning Smart Accounts
How to assign an order from Holding Account to Customer Smart Account post order, so the Customers can consume their Smart Account Mandatory/Smart Licenses: Notification Search for Orders missing Customer Smart Accounts Change Smart Account assignment You will receive a reminder notifying that the order needs to be moved from your holding account and assigned to the end Customer Smart Account. Search for orders that are not yet assigned to a Customer Smart Account (unassigned status). You must change the order assignment from a Holding Smart Account to a Customer Smart Account in CCW or, for Distributors, a Resellers Holding Account in CCW (Then The Reseller will reassign the order to the Customer Smart Account) Now that you understand the process and what SA will be assigned, I will explain how you assign an order from Holding Account to Customer Smart Account post-order, so that Customers can consume their licenses: Check for Notification. Search for Orders without a Customer Smart Account. Change Smart Account Assignment.

CCW Email Notification
If a Holding Account is assigned, you will receive a notification upon order submission informing you that a Customer Smart Account assignment is required (for Smart Licenses Only). preferences are set in CSC. Notification Recipients Whoever normally receives CCW notifications Order Manager for Holding Accounts If a Holding Account is assigned, you will receive a notification upon order submission informing you that a Customer Smart Account assignment is required. preferences are set in CSC. The notification is sent to whoever normally receives the CCW notification and the order manager roles within the Holding Account upon order submission informing them that a Customer Smart Account assignment is required. The Holding Account Order Manager can go into CCW to assign orders from holding to Customer Smart Accounts.

CCW Search for Smart Account Orders
1 1 To reassign an order from a Holding Smart Account to a Customer Smart Account or to a different Holding Smart Account, search for the order. Under Orders, click Smart Account Orders. 2 2 2 To reassign an order from a holding Smart Account to a Customer Smart Account or to a different holding Smart Account, search for the order. Under Orders, click Smart Account Orders.

CCW Filter Smart Account Assignment Status
1 1 All Orders with Smart Accounts Display. Click the Customer Smart Account Status column to filter the Not Assigned orders to the top. Click the Web Order ID to assign a Customer Smart Account to that order. 2 1 2 Not Assigned status indicates order was originally assigned to Holding Account and needs to be re-assigned to end Customer Smart Account so the end Customer can activate and consume the licenses. This status displays for orders with both SA mandatory and SA optional SKUs. All Orders with Smart Accounts Display. Click the Customer Smart Account Status column to filter the Not Assigned orders to the top. Click the Web Order ID to assign a Customer Smart Account to that order Not Assigned status indicates order was originally assigned to Holding Account and needs to be re-assigned to End Customer Smart Account so the End Customer can activate and consume the licenses.

CCW Change Smart Account Assignment
1 1 In the header level message, click View or change Smart Account Assignments to change the Smart Account assignment. 1 3 2 Order creators and users with whom the order has been shared are navigated to the View Status page. If the order is past the Shipment phase, the Customer Smart Account assignment cannot be changed. In the header level message, click View of change Smart Account Assignments to change the Smart Account assignment.

CCW Change Smart Account Assignment
1 Assign Smart Accounts at header or line level. Holding accounts can only be assigned at header level to the entire order. You can also select certain lines and assign a Customer Smart Account to all selected items. 2 Only one Holding Account can be assigned to an order, but different Customer Smart Accounts OR Customer Smart Account Virtual Accounts can be assigned to each line. 1 CCW displays the Smart Account Icon in the collapsed view of an Assemble To Order (ATO) when one of the minors is “Mandatory,” even if the ATO itself is not “Mandatory”. This applies to Order, Quote and Configuration. 1 In the Items tab of an Order, you can assign a Smart Account at the header level or item level, by clicking Assign Smart Account. Customer Smart Accounts can be assigned at either levels, but Holding Smart Accounts can only be assigned at the header level. That is because the entire Order is placed in the Holding Account when selected. Whereas the individual line items are deposited into a particular Smart Account when a Customer Smart Account is assigned. Only one Holding Account can be assigned to an order but different Customer Smart Accounts or Customer Smart Account virtual accounts can be assigned to each line You can also assign a Customer Smart Account at the individual line level, or select multiple lines to assign to a Customer Smart Account. 2

CCW Change Smart Account Assignment - Search
1 From Header, select account type and search. Smart Account will cascade across the order. From Line, search for Customer Smart Account Additionally, at Line level there is a link to Set the Smart Account at the Order Level. 2 3 1 2 3 From Header, select account type and search. Or From Line, search for Customer Smart Account. You can also see a link to set the Smart Account at the order level.

CCW Assigning Smart Account in Order – Search
1 Search using the end customer Domain ID or Smart Account Name. Results auto-populate. If you find the correct account, click Assign. If you cannot find the correct Customer Smart Account, and know the Customer information, click Request New Customer Smart Account. 2 3 This example shows searching for end Customer Smart Account. Process of searching and requesting smart account is the same for Holding Smart Account. 3 1 2 Search using Customer domain or Smart Account Name. Results auto-populate. Virtual Account names display in second column. If you find the correct account, click Assign. If you cannot find the correct Customer Smart Account, and know the Customer information, click Request New Customer Smart Account. This example shows searching for Customer Smart Account. Process of searching and requesting Smart Account is the same for Holding Smart Account.

CCW Submit Smart Account Request
1 1 Enter the approver’s address. This must be someone associated with the Customer company. Domain is defaulted from Approver s. To edit the Account Domain Identifier, click Pencil icon. Click Submit Account Request. This account will now be assigned to the order, and you can submit the order. 2 2 3 Editing domain identifier will require additional approval time. 1 2 3 To complete the request for Customer Smart Account, Enter approver address. This must be someone associated with the Customer company. Domain is defaulted from Approver s. To edit the Account Domain Identifier, click Pencil icon. Click Submit Account Request. This account will now be assigned to the order, and you can submit the order.

CCW Smart Account Assignment
1 1 Smart Account assignment now displays. Click Pencil icon to edit, or Eraser to delete. 1 Smart Account assignment now displays. Click Pencil icon to edit, or Eraser to delete.

CCW Smart License Delivery Email
1 1 For Smart License enabled products, the provisioning is not completed through the standard eDelivery process. In the received, Customer will need to click To View Your Smart Licenses. This will take them to SSM, where they will view licenses and register them to a device. If the licenses are Classic / PAK licenses, it will say Register Claim Certificates (PAKs) instead and those will be accessible in LRP through the as-is process today. 1 Note: PAKs will continue to be fulfilled through the selected option – physical or eDelivery - regardless of SA assignment status. They will be registered and managed in LRP following as-is process. Like you do for other licenses, Customers will receive an informing them about their licenses. For Smart Products, the provisioning is not completed through the standard eDelivery process. Instead, Customers will click To View Your Smart Licenses and view licenses in SSM and register them to a device. If the licenses are Classic /PAK licenses, then it will say “Register PAKs” instead.

Partner Q&A Forum Overview 1 Overview Live Demo Poll Objectives / Ground Rules Submitted Questions / Live Demo 2 Partner Q&A Forum 3 Next Steps 4 -Smart Account Creation and Activation -Ordering Smart Licensed Products and assigning them to Smart Accounts -Assign order from a Partner Holding Account to a Customer Smart Account -General License Management Activities in Cisco SSM (Arik)

Next Steps References and Links dgf Feedback Survey

Customer Support Submitting Cases Online Email Phone
Software Licensing Support Customers with Software Licensing issues/questions can open a case using standard Cisco processes: Software Licensing Support Hours Monday – Friday: 8:00 am – 5:00 pm (US PT) Product Support Technical Assistance Center (TAC) Customers can contact TAC for product support issues & questions using existing Cisco processes Online Phone If you need assistance or run into any technical issues, you can contact Cisco online, via , or by phone. Or use the in tool support feature.

Cisco Smart Account and Smart Licensing Partner Q&A Forum

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Cisco Smart Account and Smart Licensing Partner Q&A Forum

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