1. Steps to add the company where a user works to unmigrated records
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Service Access Management Tool
December 2018
EDCS
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2. 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.
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3. 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
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4. Overview of Tasks Key Dates S M T W F 18 19 20 21 22 23 24 25 26 27 2829 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.
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5. How to specify the Parent Company for unmigrated user-contract association records
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6. 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.
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7. 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.)
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8. 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.
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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.
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9. 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 with instructions about when your audit report will be ready.
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C:\Users\Desktop\association.csv
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10. Step 4. Confirm the results
From the Administration tab, select
“View Generated Reports.”
Download the audit report to review the results.
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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.
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11. 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.
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