Simplifying the Cisco Software Experience

Simplifying the Cisco Software Experience
Overview and Smart Account Creation in Cisco Software Workspace (CSW) for 1-Tier Partners Presenter Title March 2015

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: Activity Time Role Description Managing Application Module 1: Smart Licensing Overview and Setup 1 All Cisco Software Workspace (CSW) Module 2: Order and Assign Smart Products Person placing orders in Cisco Commerce Workspace (CCW) Person assigning order from holding account to customer smart account Cisco Commerce Workspace (CCW) Module 3: License Management Software license and purchasing approver License administration and management Cisco Smart Software Manager (CSSM) Adoption Checkpoint 0.5 Time Commitment* 3.5 hours *Overall Pilot Time; not per person

Learn: About Smart Licensing and its advantages
How to create Smart Account in Cisco Software Workspace (CSW)

Agenda 1 2 Smart Licensing: Overview
Cisco Software Workspace (CSW) Demo: Creating Smart Accounts 2

Smart Licensing: Overview

Simplifying the Cisco Software Experience
Needs Research Source Market to Demand Lead to Opportunity Idea to Offer 1. Pre-sales Simplicity Offers are more standard across Cisco product families Logical product groupings More choices in how to use hardware, software, and services Purchase Receive Quote to Order Fulfill to Activation/ Provision Use Monitor to Usage 2. Easy for Customers to Purchase, Download and Activate Purchase most Cisco software products in a single location Easily manage software license assets Download standalone or upgrade software electronically Customer and Partner Experience Pay Maintain Repurchase Renewal to Retention Issue to Resolution Invoice to Cash 3. Ongoing Ease of Doing Business Automated (targeted) invoices based on buying program and specific offers Visibility into software utilization and adoption Renew software and support in a single location

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

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 customer’s Cisco devices, software instances, and licenses Simplified license activation and management for customers provides you with easier selling points Helps improve relationships with your customers and provide better competitive advantage

Cisco Smart Accounts Smart Account *single place to keep and manage
all your Cisco assets* 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

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. 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 Virtual Smart Account A subset of a smart account used to internally organize licenses.

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.

What is Cisco Smart Licensing?
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: +5 +1

Key Features of Smart Software Licensing
Benefits for Customers and Partners purchasing & managing their own licenses Fulfill / Activate Use / Manage Renew / Upgrade 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 Complete and reliable view of software and devices Monitor renew notifications for visibility into expiring licenses

Smart Licensing – How Does it Affect You?
Here is what will change for you: Ordering processes, such as software, hardware and services will be integrated into a single environment A smart account will provide visibility to customer install base Customers can assign access to partners to view, order and/or manage products and licensing on their behalf License management processes to become more efficient with the introduction of Cisco Smart Software Manager We are transforming how you do business with your customers and Cisco in the new software market.

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)

Smart Licensing Tools Cisco Software Workspace (CSW)
Create and Manage Smart Accounts 1 Cisco Commerce Workspace (CCW) Order & Assign Smart Products to Smart Accounts 2 Cisco Smart Software Manager (CSSM) Mange Licenses and Virtual Accounts for a Customer Smart account 3

CCW Ordering Scenarios
Customer Partner Cisco Software Workspace (CSW) Cisco Commerce Workspace (CCW)* Cisco Smart Software Manager (CSSM) Scenario 1: Simple Resale Create Holding Smart Account Assign Order to Customer Smart Account* Customer manages licenses with no partner involvement Scenario 2: Resale with Lifecycle Management Create Holding Smart Account Assign Order to Customer Smart Account* Partner assists or manages licenses on behalf of customer Scenario 3: Partner also Consumer Create a Customer Smart Account Assign Order to your Customer Smart Account Manage Own Licenses *Smart Account assignment details on next slide

Assigning an Order to a Smart Account
Customer Partners Partner End Customer is Known Assign order directly to Customer Smart Account in CCW End Customer Not Known Assign order to your Holding Smart Account Temporarily in CCW Identify End Customer Move order from your Holding Account to Customer Smart Account in CCW *End Customer does not have Smart Account Assign order to your Holding Smart Account Temporarily in CCW Help Customer setup account Move order from your Holding Account to Customer Smart Account in CCW Distributors will generally move the order from their own holding account to the resellers holding account; reseller will then move to Customer Smart Account

Assisting Customer with Smart Account Setup
Partners You can assist the customer to setup a Smart Account in CSW. Request Customer Smart Account on behalf of customer in CSW Explain Smart Account Concept to Customer Confirm Customer accepted Approver Role Confirm Customer completed Smart Account Setup in CSW Approver MUST be a part of the Customer Company. Approver CANNOT be the partner or sales POC

Cisco Software Workspace (CSW) Demo: Creating Smart Accounts

CSW Demo: Creating Smart Accounts
Section Agenda 1 Request Smart Account 2 Setup Smart Account Post- Approval 3 Manage Smart Accounts

Request Smart Account

Cisco Software Workspace (CSW)
Request Smart Account – Setup Holding Account for Partners and Distributors Create Holding Smart Account Create Customer Smart Account The next slides demonstrate how to create a Holding Smart Account, which you will need. Creating a Customer Smart Account is the same process. More details: Request Customer Smart Account Setup Customer Smart Account

Request Smart Account – Select an Account Approver 1 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. Approver Authority to represent the company to Cisco; must be member of the company. Approve agreements and nominate account administrators Will need to accept role and complete account setup if approver is different than requestor 1 If you are requesting an account on behalf of a customer, these are similar steps that you would take to request a Customer Smart Account account from CSW.

Request Smart Account – Update the Account Domain Identifier 1 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. 2 3 2 Account Domain Identifier Identifies company owning the account Relies on internet domain of company Defaults to Approver domain – can be change through manual approval 1 3

Complete Smart Account Setup Cisco will approve the Account and Send Approval Email with Next Steps

Complete Smart Account Setup Approver will receive this 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 if requestor is different than approver. If approver is same as requestor, they will immediate proceed to the setup steps. 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 Updated first sentence

Complete Smart Account Setup 1 Enter the account name in the Account Name field. Click Continue. 2 1 2

Complete Smart Account Setup – Search Address 1 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. 2 1 Note: Fields may be pre-populated. If you need to filter the search list. Type in more specific address details 2

Complete Smart Account Setup – Select Address 1 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. 2 1 2

Complete Smart Account Setup – Create Address 1 Enter the company/organization headquarters address if you cannot find the address. Click Continue. Click Use Modified Address. 2 1 2 Big University Satellite Campus 3

Complete Smart Account Setup – Select Additional Approvers and Administrators 1 At this time, you have the option to add additional Approvers or Administrators by entering their addresses. Click Continue. 2 Administrator: Approve access for other users License manage in CSSM Note: If another administrator isn’t assigned, the approver will automatically also become an administrator. 2

Complete Smart Account Setup – Smart Account Agreement 1 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. 2 1 2

Complete Smart Account Setup 1 Account setup is complete. You will receive an confirming the creation of a smart account and can manage the Holding Smart Account in CSW. 2 1 2

Manage Smart Accounts Holding Accounts: View orders in holding accounts in CCW and manage Virtual Accounts in CSW Customer Accounts: Mange Virtual Accounts in CSSM

Manage Smart Accounts – Access Multiple Smart Accounts 1 Click the Edit icon next to the user name to display the list of accounts and then select the desired account to switch to. 1 This view will only be available to: Someone who has access to multiple customer accounts Someone who can access their own holding account and end customer accounts

Manage Smart Accounts 1 To access and manage Smart Accounts, click My Smart Account. 1

Manage Smart Accounts – Customer Smart Accounts & Holding Accounts 1 Manage Customer Smart Account: Manage basic properties & users in CSW. Management of licenses and virtual accounts occurs in CSSM. Manage Holding Smart Accounts: Manage basic properties, users, and create virtual accounts in CSW. View orders assigned to Holding Accounts in CCW. 2 Holding Smart Account Customer Smart Account

Manage Holding Smart Accounts – Account Properties 1 Account name can be modified by Account Approver or Administrator in Account Properties tab. 1

Manage Holding Smart Accounts – Virtual Accounts 1 In Virtual Accounts tab, click Add New Virtual Account to add a new Virtual Account. Enter name and description and make it the default account if desired. Click Save. 2 Finance 2 1

Manage Holding Smart Accounts – Edit Virtual Accounts 1 Click Virtual Account link to edit the existing virtual accounts. You can edit name, description, and change default in the General tab. Associated users display in the Users tab. Click Delete to delete the Virtual Account. 2 3 4 Note: Manage orders assigned to the Holding Smart account in CCW. 2 3 1 4

Manage Holding Smart Accounts – Users 1 Click add a new user, click Add New User. Enter CCO ID or and select Role Context and User role. Click Continue. 2 3 2 1 3

Holding Smart Account Roles
All Account Management for Holding Smart Accounts is done within CSW Role Context User Roles Main Tasks Capability Managing 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 Management View Smart Holding Agreements Add/delete Holding Account Administrators, Smart Account Administrators, Holding Virtual Account Administrators Edit Smart Account Name View Holding Account specific roles Holding Account Management Holding Account Administrator Administer Account Organization and Users Create Virtual Accounts Add users to account Add/Delete Holding Account Administrators, Holding Virtual Account Administrators, Holding Account Order Management Users, Holding Virtual Account Order Management users Add/Delete/Edit Holding Virtual Accounts Add/Remove users to Holding Account/Virtual Account Holding Virtual Account Administrator Manage specific Virtual Account. Does not have access to overall account Add/Delete Holding Account Virtual Account Administrators and Holding Virtual Account Order Management Users (for that specific virtual account) View and Event Logs and Reports Set Mail Notifications CCW Order Management Holding Account Order management Search & View Orders assigned to the account (including Virtual Accounts) Re-assignment of Smart Account in CCW Add/Delete Holding Account Order Management Users, Holding Virtual Account Order management users. View the Holding Account and Holding Virtual Account Orders in CCW. Modify assignment of Smart accounts in CCW. Set Mail Notifications . CSW and CCW Holding Virtual Account Order Management Search & View Orders assigned to a specific Virtual Account Re-assignment of Smart Account in CCW for the specific Virtual Account Add/Delete Holding Virtual Account Order Management Users Modify assignment of Smart accounts for Orders assigned to the specific Virtual account in CCW. Set Mail Notifications for which they are a member of the Virtual Account.

Customer Smart Account Roles
Account Management for Customer Smart Accounts is done within CSW & Creation of Virtual Accounts is done in CSSM Role Context User Roles Main Tasks Capability Managing 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 Management Add/delete Smart Account Administrators Edit Smart Account Name 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

Manage Holding Smart Accounts – Notification Settings 1 Edit notification settings for when orders are provisioned to the Holding Smart Account My Corporation My Corporation West

Manage Holding Smart Accounts – License Agreements 1 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. 2 My Corporation My Corporation West 1

Manage Holding Smart Accounts – Help 1 Click Help at any time to access the Cisco Software Workspace User Guide. 1

Any Questions

Software Simplification Support
Customers with Smart Software Licensing issues/questions can open a case using standard Cisco processes, such as: Online: 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.

Additional Resources for 1-Tier Partners
Location Description Software Operation Exchange Page Hub for Software training resources and information Smart Licensing End to End Quick Reference Guide Module 1: Overview and Smart Accounts in CSW Module 2: Purchasing and Assigning Smart Accounts in CCW Module 3: License Inventory Management in CSSM How to Request Holding Smart Account Quick Reference Guide How to Complete Smart Account Setup Quick Reference Guide How to Request Customer Smart Account How to Complete Customer Smart Account Setup

Additional Resources for Distributors / Resellers

Additional Resources for End Customers

Additional Resources for B2B Partners

Additional Resources for B2B Distributors

Training Deliverable Versions
Module 1: Overview & Creating/Managing Smart Accounts in CSW 1-Tier Disti / Reseller B2B partner B2B disti Module 2: Ordering and Assigning Smart Accounts in CSW Module 3: License Management in CSSM All End Customer (many to one only) Module 1& 2 combined Module 3 Combine both into 1.5 hr session? Sales Smart Account and SW Simplification Overview deck (many to one only)

Smart Licensing Training
Live Training Schedule Activity Time Role Description Managing Application Module 1: Smart Licensing Overview and Setup 1 All Cisco Software Workspace (CSW) Module 2: Order and Assign Smart Products Person placing orders in Cisco Commerce Workspace (CCW) Person assigning order from holding account to customer smart account Cisco Commerce Workspace (CCW) Module 3: License Management Software license and purchasing approver License administration and management Cisco Smart Software Manager (CSSM) Time Commitment 3 hours

Simplifying the Cisco Software Experience

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