1. Presenter Title April 2015 Simplifying the Cisco Software Experience Overview and Smart Accounts in Cisco Software Workspace (CSW) and License Management in CSSM for End Customers

2. 2 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Learn: About Customer Smart Accounts How to create them in Cisco Software Workspace (CSW) How to manage Customer Smart Accounts in Cisco Software Workspace (CSW)

3. 3 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account and Smart Licensing Overview 1 Create Smart Accounts in Cisco Software Workspace (CSW) 2 Agenda Manage Customer Smart Accounts in Cisco Software Workspace (CSW) 3

4. 4 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account and Smart Licensing Overview

5. 5 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Change is Coming – Cisco Smart Licensing What is Smart Licensing?  A standardized licensing platform  Simplifies the software lifecycle from quote to activation  Helps customers understand how Cisco software is used across their network Benefits for You:  Increased & shared visibility to your Cisco devices, software instances, and licenses  Simplified license activation and management  Have a Cisco Partner manage your licenses on your behalf

6. 6 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Smart Accounts Smart Account Assets Pool all assets, User roles, and agreements Customer, designated channel partner, or other authorized party Users 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 *single place to keep and manage all your Cisco assets*

7. 7 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Rethinking Licensing Smart Software Licensing is not just a new licensing tool. It transforms how you think about Cisco and the Software Lifecycle Management. PAK Registration Device Specific Limited View Easy Registration No PAKs. Easy activation. Device is ready to use. Flexible licensing, use across devices. Company Specific Software, licenses, devices in one easy to use portal. Complete View Manually register each device. Unlock with license key. Licenses specific to only one device. Customers do not know what they own.

8. © 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 Internal use 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 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 What is Cisco Smart Licensing?

9. 9 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Key Features of Smart Software Licensing Fulfill / ActivateUse / ManageRenew / Upgrade Complete and reliable view of software and devices Monitor renew notifications for visibility into expiring licenses No Product Activation Keys (PAKs), automatic registration Preload licenses into smart account - ready for activation Monitor usage Pool licenses and move to compatible devices in any department– easy RMAs Flexible deployment options to securely report licensing information back to Cisco

10. 10 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account-Enabled Products The following product families are currently smart enabled. A Smart Account is required to purchase an item from this list.  Cisco Unified SIP Proxy (CUSP)  Cisco Cloud Services Router 1000v Intercloud Fabric (CSR1Kv)  Cisco 5921 Embedded Services Router (5921)  Cisco Cloud Services Router 1000v (CSR1Kv)  Adaptive Security Virtual Appliance (ASAv)  Converged Broadband Router (CBR-8)

11. 11 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Licensing Tools Cisco Software Workspace (CSW) Create and Manage Smart Accounts 1 Cisco Smart Software Manager (CSSM) Mange Licenses and Virtual Accounts for a Customer Smart Account 2

12. 12 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Create Smart Accounts in Cisco Software Workspace (CSW)

13. 13 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Create Smart Accounts in CSW Section Agenda Request Smart Account 1 Complete Smart Account Setup 2

14. 14 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Request Smart Account

15. 15 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Request Smart Account – Create Customer Smart Account https://webapps.cisco.com/software/csws/ws/platform/home

16. 16 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Request Smart Account – Create a Smart Account Click Administration and then click the Create Smart Accounts option to create a Smart Account Request. 1 1

17. 17 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Request Smart Account – Select an Account Approver On the Smart Account Request page, select Yes or No to assign yourself or someone else to be the account approver and represent the company. 1 2 Approver Authority to represent the company to Cisco; must be member of the company. Approve agreements and nominate account administrators

18. 18 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Request Smart Account – Update the Account Domain Identifier Click Edit to update the Domain Identifier of the Account (optional – requires additional approval time) In the Edit Account Identifier dialog box, review and update domain identifier information and click OK. Enter Account Name and click Continue to complete the smart account request. 1 3 1 Account Domain Identifier Identifies company owning the account Should be internet domain of company Defaults to Approver email domain – can be changed through manual approval 2 2 3

19. 19 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Complete Smart Account Setup Cisco will approve the Account and Send Approval Email with Next Steps

20. 20 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup Approver will receive this email from Cisco to complete the Smart Account Setup. Once this is complete and Cisco has approver the account, the account will be created and ready for use. Click Complete Smart Account Setup to continue with the smart account creation. Click preview the agreement to display the smart account agreement. 1 2 2 1 Note: Request sent to the approver. Preview agreement before smart account process to determine if you are the right POC to represent the company before completing the Smart Account Set-up and agreement Note: the account can be requested by a partner or sales user on your behalf. In that case, the approver for your company will need to accept the role and complete the setup for the account to be created. You need the account to consume any smart licenses purchased.

21. 21 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup Enter the account name in the Account Name field. Click Continue. 1 1 2 2

22. 22 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup – Search Address Select the corporate headquarters legal country location for the Smart Account. Enter the name of the company. Search results will populate. You can also click Show more Results. 1 2 1 2

23. 23 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup – Select Address This is the Show more Results screen. Select Address and click Continue. If you are unable to find your address, click Can’t find the address? checkbox to create a new address. 1 2 1 2

24. 24 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup – Create Address Enter the company/organization headquarters address if you cannot find the address. Click Continue. Click Use Modified Address. 1 Big University Satellite Campus 3 2 1 2

25. 25 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup – Select Additional Approvers Under the Additional Account Approvers section, enter the email ID of the additional approvers. For more information about Account Approver roles and responsibilities, click Learn More. 1 1

26. 26 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup - Select Additional Administrators Under the Additional Account Administrators section, enter the email id of additional administrators. Click Continue to complete the account setup. 1 2 1 2 Note: The initial approver will automatically become an administrator. Additional administrators can be created or assigned separately from the approver creation process. Administrator: Approve access for other users’ smart accounts License management in Cisco Smart Software Manager

27. 27 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup – Smart Account Agreement Review the agreement and check the checkbox next to I agree to the terms above to accept. Click Accept and Create Account to create a Smart Account. 1 2 1 2

28. 28 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Manage Customer Smart Accounts in Cisco Software Workspace (CSW)

29. 29 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Smart Accounts To access and manage Smart Account, click My Smart Account. 1 1

30. 30 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Customer Smart Accounts – Account Properties Account name can be modified by Account Approver or Administrator in Account Properties tab. 1 1 My Corporation East

31. 31 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Customer Smart Accounts – Users Click add a new user, click Add New User. Enter CCO ID or Email and select Role Context and User role. Click Continue. 1 2 3 1 2 Joe@mycorporation.com Edward@mycorporation.com Louise@mycorporation.com 3

32. 32 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Customer Smart Account Roles Role ContextUser RolesMain TasksCapabilityManaging Application Smart Account Management Smart Account Approver Creator/Acceptor of Account Complete Smart Account Setup Approve Cisco Agreement Automatically assigned Smart Account Administrator Add/delete Approvers and Administrators CSW Smart Account Administrator Account ManagementAdd/delete Smart Account Administrators Edit Smart Account Name CSW Smart Licensing Smart Licensing Administrator Administer Account Organization and Users Manage license inventory of overall account Create Virtual Accounts Add users to account *If partner is managing the entire account on your behalf, provide them with this role Add/Delete Smart Licensing Administrators and Smart Licensing Virtual Account Administrators Add/Delete others as users to Smart Account Add/Delete/Edit Virtual Accounts in CSSM Generate tokens for all Virtual Accounts in CSSM Transfer product instances and licenses across virtual accounts Set Mail Notifications Register products, manage satellites, sync collectors CSW and CSSM Smart Licensing Virtual Account Administrator Manage specific Virtual Account. Does not have access to overall account Manage license inventory of specific Virtual Account *If partner is managing on specific Virtual Accounts on your behalf, provide them with this role Add/Delete Smart Licensing Virtual Account Administrators Generate tokens for their Virtual Accounts in CSSM Transfer product instances and licenses across Virtual Accounts tor which they are a member in CSSM Register products and manage satellites, sync collectors for Virtual account for which they are a member in CSSM Set Mail Notifications CSW and CSSM Account Management for Customer Smart Accounts is done within CSW & Creation of Virtual Accounts is done in CSSM

33. 33 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Customer Smart Accounts – License Agreements Under the License Agreement tab, locate and click on the License Agreement you wish to review. Updated new Smart Agreements will display as a Major Alert requesting the Approver’s acceptance of the new agreement. 1 2 1 My Corporation My Corporation East

34. 34 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Customer Smart Accounts – Help Click Help at any time to access the Cisco Software Workspace User Guide. 1 1

35. 35 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Consume and Register Licenses to Devices View Smart Licenses in Cisco Smart Software Manager (CSSM) Licenses will be deposited into your Smart Account after the order is booked. You will go Cisco Smart Software Manager (CSSM) to view the licenses and register product instances, instead of downloading the licenses through eDelivery. Link for CSSM: https://tools.cisco.com/rhodui/index.https://tools.cisco.com/rhodui/index You can also access CSSM from the Cisco Software Workspace (CSW) tool.Cisco Software Workspace (CSW) 1 Attend Session on CSSM for more information Live Training Schedule

36. 36 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential  Customers with Smart Account issues/questions can open a case using standard Cisco processes, such as: Online: https://tools.cisco.com/ServiceRequestTool/scm/mgmt/case?referring_site=shp_contacts_ support_caseshttps://tools.cisco.com/ServiceRequestTool/scm/mgmt/case?referring_site=shp_contacts_ support_cases Email: https://survey.opinionlab.com/survey/s?s=10422https://survey.opinionlab.com/survey/s?s=10422 Phone: http://www.cisco.com/c/en/us/support/web/tsd-cisco-worldwide-contacts.html#telephonehttp://www.cisco.com/c/en/us/support/web/tsd-cisco-worldwide-contacts.html#telephone  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