1. Presenter Title March 2015 Simplifying the Cisco Software Experience B2B Ordering and Assigning Smart Accounts

2. 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 Person assigning order from holding account to customer smart account B2B System & 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. 3 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Learn how to: Order smart enabled products through B2B Assign items to Smart Accounts post order

4. 4 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Overview 1 Ordering Smart Products for B2B 2 Additional Information 3 Agenda

5. 5 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Overview

6. 6 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account Overview Virtual Smart Account A subset of a smart account used to internally organize licenses. Customer Smart Account 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 Holding Smart Account Account where partners / distributors can temporarily deposit orders until the end customer smart account is identified. Who needs this: All Channel Partners Enterprise Account Dept. B Smart License Devices CCO User ID Dept ADefault Virtual Account Logical Association

7. 7 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential What’s Changing: Creating B2B Orders Here is a what has changed when placing smart enabled B2B Orders: Set Default Holding Account in CCW Place an Order Through B2B If the B2B order is assigned to your Holding Smart Account, the B2B user must re-assign the order to a Customer Smart Account in CCW. You need to set the default holding account in CCW Profile and Preferences, so the order isn’t put on hold when placed through B2B system. You can add fields to their XML forms allowing you to enter smart account information directly when placing order from your end. Create a Holding Account in CSW You must create a Holding Account before placing an order through the B2B system. Assign Customer Smart Account Post-Order Submission Place order through the B2B system.

8. 8 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential B2B Ordering Before Incorporating Smart Account Changes into B2B System After Incorporating Smart Account Changes into B2B System All orders placed through B2B system will be automatically assigned to the default Holding Smart Account designated in CCW. Afterward, move the order to the Customer Smart Account in CCW If Default Holding Smart Account isn’t designated in CCW, order is placed on hold until smart account is created and assigned. Assign order directly to a specific Holding Smart account or Customer Smart Account. Only need to go to CCW to move the order if it was originally assigned to a Holding Smart Account If Smart Account information is missing or invalid, order will be assigned to the default holding account designated in CCW. If Default Holding Smart Account isn’t designated in CCW, order is placed on hold until smart account is created and assigned.

9. 9 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Ordering Smart Products for B2B

10. 10 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Commerce Workspace Section Agenda Set Default Holding Account 1 Place Order in B2B System & Initial Smart Account Assignment 2 One -Time Customization to Simplify CCW Smart Account Experience 4 Assigning Customer Smart Accounts Post-Order Submission 3

11. 11 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Set Default Holding Account

12. 12 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential What’s Changing: Setting Up Holding Accounts One-time Setup Steps for B2B Smart Product Ordering Set Default Holding Account in CCW You can set the default holding account in CCW Profile and Preferences, so the order, when placed through B2B system, isn’t put on hold. You can add fields to your XML forms that allows you to enter smart account information directly from your end. Create a Holding Account in CSW You must create a Holding Account before placing an order through the B2B system.

13. 13 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Set Default Holding Account From CCW Profile and Preferences, set a default holding account. In the Orders tab, click Assign Smart Accounts. In the dialog box, search or request account and click Assign. Click Save. 1 2 3 1 1 2 3 B2B users must set a default holding account before placing orders in CCW with smart products.

14. 14 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Place Order in B2B System & Initial Smart Account Assignment

15. 15 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential B2B Ordering Before Incorporating Smart Account Changes into B2B System After Incorporating Smart Account Changes into B2B System All orders placed through B2B system will be automatically assigned to the default Holding Smart Account designated in CCW and final Smart Account assignment determined after order is placed. Assign order directly to a specific Holding Smart account or Customer Smart Account per the scenarios in the next slides

16. 16 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential B2B Ordering Before B2B System Changes

17. 17 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential B2B Ordering Scenarios Partners Customer Partner B2B ordering requires 1 additional step to ensure the customer receives their licenses. Once Smart Account functionality is enabled on B2B system, this extra step is only needed when the end customer isn’t known at time of purchase or Smart Account entered is missing or invalid. Place order through B2B system. Order will be assigned to Default Holding account Move order from Holding Account to Customer Smart Account B2B Scenario 1: Simple Resale B2B Scenario 2: Resale with Lifecycle Management Place order through B2B system. Order will be assigned to Default Holding account Move order from Holding Account to Customer Smart Account Customer manages licenses with no partner involvement Partner assists or manages licenses on behalf of customer B2B System CCWCSSM B2B Scenario 3: Partner also Consumer Place order through B2B system. Move order from Holding Account to your Customer Smart Account Manage Own Licenses

18. 18 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assigning Customer Smart Accounts Post- Order Submission

19. 19 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW When are Licenses Available in Smart Accounts Assuming the order was placed successfully without any holds and the Smart Accounts have been created: In order booked status and onward: Order will show up in the Partner Holding Account shortly after the Order gets into Booked status, and you can re-assign to Customer Smart Account.. Assigned to Holding Account In order shipped status: Licenses will show up in the End Customer Smart Account 24- 48 hours after the Order had moved into Shipped status Assigned to End Customer Smart Account

20. 20 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential What’s Changing: Assigning Smart Accounts Here is how you assign an order from Holding Account to Customer Smart Account post-order, so that customers can consume their licenses: Search for Orders without a Customer Smart Account Change Smart Account Assignment You must change the order assignment from a Holding Smart Account to a Customer Smart Account in CCW. Search for orders that are not yet assigned to a Customer Smart Account. Check for Email Notification You will receive a reminder email notifying that the order needs to be moved from your holding account and assigned to a Customer Smart Account.

21. 21 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 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. Email preferences are set in CSW. Notification Recipients Whoever normally receives CCW notifications Order Manager for Holding Accounts

22. 22 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Search Orders Without a Smart Account 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. Click Advanced Search in Order. Select All Orders With Smart Accounts in the View By dropdown menu. Optional: Check the Assigned and/or Not Assigned boxes and click Search. 1 2 1 2 3 1 2 3

23. 23 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Change Account Assignment The search results are displayed. View Customer Smart Account column to determine assignment status. Click the Web Order ID to assign a customer smart account to that order. 1 2 4 5 6 4 5 6

24. 24 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Change Account Assignment (cont.) Order creators and users with whom the order has been shared are navigated to View Status. In the header level message, click Click here. 27 27

25. 25 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Change Account Assignment (cont.) Click Edit at header level or line level to re-assign order to Customer Smart Account. Assigning Holding Account can only be done at the header level. Click Submit. 18 9 8 9

26. 26 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Change Account Assignment (cont.): Searching When searching, smart account names will auto-populate. Option to select main Smart Account or specific Virtual Account. Virtual Account names are in the second column 1 2 1 2

27. 27 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW License Delivery For Smart Products, the provisioning is not completed through the standard eDelivery process. In the email received, customer will need to click To View Your Smart Licenses. This will take them to CSSM, 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 11 1

28. 28 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential One Time Customization to Simplify CCW Smart Account Experience

29. 29 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential What’s New: Customizing Smart Account Experience Here is a how you can customize the Smart Account experience in CCW – one-time actions: Save Search Save search to easily search for orders that need to be assigned to a Customer Smart Account. Add Customer Smart Account Assignment status to Search Add the Customer Smart Account Assignment status column to search results to view whether the orders is assigned to a Customer Smart Account already.

30. 30 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Search for Orders with Holding Accounts Search for Orders with Smart Accounts, and follow the next 3 slides to customize the search functionality.

31. 31 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Default Search Display Preferences From the search results, click Edit View to modify the display to include Smart Account information. Click Customer Smart Account. Click the Arrow, and it will display in Included Columns. Click Save. 1 2 3 1 2 3

32. 32 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Save Search Click Save icon. Enter search name. Check Set this as my default search. Click Save. 1 2 3 4 1 2 3 4

33. 33 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW Accessing Filter and Saved Search Access to your customized filter is possible through Saved Searched as well as the drop-down menu. Once a search is set as default, it will also always show up when you click the Orders tab.. 1 Unassigned Customer SA 1

34. 34 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Additional Information

35. 35 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Commerce Workspace (CCW) Export Compliance Considerations 1 2 3 A small segment of government and military entities located in countries outside the EU License-Free zone will be unable to activate export controlled features in Smart-enabled products due to export compliance issues. Manual business processes are in place to identify customers in restricted countries and then to review their orders to ensure that non-approved products are not included. If non-approved products are found, customers will be redirected to substitute traditionally-licensed products with similar functionality. A small segment of government and military entities located in countries outside the EU License-Free zone will be unable to activate export controlled features in Smart-enabled products due to export compliance issues. Manual business processes are in place to identify customers in restricted countries and then to review their orders to ensure that non-approved products are not included. If non-approved products are found, customers will be redirected to substitute traditionally-licensed products with similar functionality.

36. 36 © 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: 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. Software Simplification Support

37. 37 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Any Questions

39. 39 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Appendix: Smart Account Change Implemented with B2B System

40. 40 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Applications Program Interface (API) Details SA Smart Account VA Virtual Account Customer Smart Account Domain ID Customer Virtual Account Name Holding Smart Account Domain ID Enables partner to include the Smart Account Domain ID at the line or header. When the order is shipped confirmed, then the licenses will be provisioned to the specified Smart Account. Enables partner to include the Virtual Account Name of the Smart Account in the payload. If both the Smart and Virtual Accounts are included, then the licenses will be provisioned to the Smart and Virtual Accounts. Enables partner to include the Holding Account Domain ID at the header. Line assignment will take precedence over Header. If Line and Header are assigned to different end customer Smart Accounts, then the line will be assign based upon the Account Domain ID at the line level. Header assignment will only cascade to lines when the Smart Account is Null (unassigned). Line assignment will take precedence over Header. If Line and Header are assigned to different end customer Smart Accounts & Virtual Account combo, then the line will be assign based upon the Account Domain ID & Virtual Account at the line level. Header assignment will only cascade to lines when the Smart Account is Null (unassigned). All order lines will be available in the specified Holding Account. All order lines will be available in the specified Holding & Virtual Account. Holding Virtual Account Name Enables partner to include the Virtual Account Name of the Holding Account in the payload. If both the Holding and Virtual Accounts are included, then the order will be available in the Holding and Virtual Accounts. Data Element Purpose Logic SA VA SA VA CA Customer Account HA Holding Account CA HA

41. 41 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential No Smart Account & No Virtual Account specified Virtual Account only correctly specified Smart Account only correctly specified Smart Account and Virtual Account correctly specified After the order is shipped confirmed, then the licenses will be provisioned to the Smart Account and pushed into the specified Virtual Account. After the order is shipped confirmed, then the licenses will be provisioned to the Smart Account and pushed into the Default Virtual Account. The order will fail to be provisioned to the end customer’s Smart Account. Therefore, the Partner will need to assign the Smart Account in CCW. After the order is placed, the Partner will be notified in the response XML that the Smart Account is missing. The Partner will be notified in the response to assign the Smart Account in CCW. Since it would fail provisioning, Cisco will cover this scenario within our support process. Invalid Smart Account specified The Partner will be notified in the response that the Smart Account the Partner assigned is invalid. Cisco will cover this scenario within our support process. B2B Ordering Scenarios for Customer Smart Accounts These are the Customer Smart Account Ordering Scenarios that a B2B Partner may encounter after Smart Accounts are Implemented with B2B system. Smart Account Ordering Scenarios

42. 42 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential No Holding & No Virtual Account specified Virtual Account only correctly specified Holding Account only correctly specified Holding Account and Virtual Account correctly specified After the order is shipped confirmed, then the licenses will be available in Holding Account and pushed into the specified Virtual Account. After the order is shipped confirmed, then the licenses will be available in the Holding Account and pushed into the Default Virtual Account. This will follow the scenario of no Holding Account assigned to the order. Not required since the Smart Account is ultimately required to provision the licenses. Default Holding Account Only takes precedence if no Holding Account is assigned in the payload. B2B Ordering Scenarios for Holding Accounts Holding Account Ordering Scenarios These are the Holding Account Ordering Scenarios that a B2B Partner may encounter after Smart Accounts are Implemented with B2B system.

43. 43 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential B2B Ordering After Incorporating Smart Account Changes into B2B System

44. 44 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assigning an Order to a Smart Account Partners – Smart Account Change Implemented with B2B Assign order directly to Customer Smart Account End Customer is Known End Customer Not Known *End Customer does not have Smart Account Identify End Customer Assign order to your Holding Smart Account Temporarily Move order from your Holding Account to Customer Smart Account in CCW Help Customer setup account Assign order to your Holding Smart Account Temporarily Move order from your Holding Account to Customer Smart Account in CCW Customer Partner Distributors will generally move the order from their own holding account to the resellers holding account; reseller will then move to Customer Smart Account