Presenter Title March 2015 Simplifying the Cisco Software Experience Overview and Smart Account Creation in Cisco Software Workspace (CSW) for B2B 1-Tier.

Presenter Title March 2015 Simplifying the Cisco Software Experience Overview and Smart Account Creation in Cisco Software Workspace (CSW) for B2B 1-Tier Partners

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

6 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 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 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 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 Needs Research Source Pay Maintain Repurchase Purchase Receive Use Customer and Partner Experience Simplifying the Cisco Software Experience

7 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Today’s Software Lifecycle Boxes of Product Activation Keys Boxes of CDs 3 steps, moderate pain, Wait Boxes of Product Activation Keys Boxes of CDs 3 steps, moderate pain, Wait Multiple manual steps No Product Activation Key? Proof of Purchase? Problem Severe Pain, Stop, Call Cisco Multiple manual steps No Product Activation Key? Proof of Purchase? Problem Severe Pain, Stop, Call Cisco No visibility into when my software needs to be renewed 6 steps each, stop, call Cisco, Moderate to severe pain No visibility into when my software needs to be renewed 6 steps each, stop, call Cisco, Moderate to severe pain I don’t understand Cisco licensing I don’t know what I own 8 steps, stop and call Cisco, moderate pain I don’t understand Cisco licensing I don’t know what I own 8 steps, stop and call Cisco, moderate pain 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 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

8 © 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 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

9 © 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*

10 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Account Types 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

11 © 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.

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 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?

13 © 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 Benefits for Customers and Partners purchasing & managing their own licenses

14 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Smart Licensing – How Does it Affect You? We are transforming how you do business with your customers and Cisco in the new software market. 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

15 © 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)

16 © 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 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

18 © 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 a 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 an order through the B2B system.

19 © 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 reseller’s Holding Account or a 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.

20 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential What Type of Accounts Do I need? Customer Partner B2B ordering requires a Holding Smart Account before placing the Order, and a Customer Smart Account if ordering products for yourself. Set Default Holding Account in Profile & Preferences Create Holding Smart Account before placing Order B2B: Simple Resale & Lifecycle Management CSWCCW B2B: Also a Consumer Set Default Holding Account in Profile & Preferences Create a Customer Smart Account before placing Order

21 © 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. Order will be assigned to Default Holding account Move order from Holding Account to your Customer Smart Account Manage Own Licenses

22 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Assisting Reseller with Smart Account Setup Distributors Request Holding Smart Account on behalf of reseller You can assist the Reseller to setup a Holding Smart Account in CSW. Explain Smart Account Concept to Reseller Confirm Reseller accepted Approver Role Confirm Reseller completed Smart Account Setup in CSW Approver MUST be a part of the reseller Company. Approver CANNOT be the distributor Similarly, the reseller may need to work with the end customer to ensure they have Smart Account Setup.

24 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CCW B2B – Implementing Smart Account Changes 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 Smart account enabled products are identified in the B2B catalog. Non-mandatory fields can be added to XML forms so users enter smart account information when placing the order through B2B o At order level, users are be able to enter information for customer smart account and customer virtual account, and/or holding smart account and holding virtual account. o At line level, users are able to enter information for customer smart account and customer virtual account. If users do not enter any smart account information and they have not yet created and specified a default holding smart account in their Cisco Commerce profile, Cisco will contact them to set it up. Smart account enabled products are identified in the B2B catalog. Non-mandatory fields can be added to XML forms so users enter smart account information when placing the order through B2B o At order level, users are be able to enter information for customer smart account and customer virtual account, and/or holding smart account and holding virtual account. o At line level, users are able to enter information for customer smart account and customer virtual account. If users do not enter any smart account information and they have not yet created and specified a default holding smart account in their Cisco Commerce profile, Cisco will contact them to set it up.

26 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential CSW Demo: Creating Smart Accounts Section Agenda Request Smart Account 1 Setup Smart Account Post- Approval 2 Manage Smart Accounts 3

28 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Request Smart Account – Setup Holding Account for Partners and Distributors https://webapps.cisco.com/software/company/smartaccounts/ho me#accountcreation-account/holdingRequest Create Holding Smart Account Create Customer Smart Account https://webapps.cisco.com/software/csws/ws/platform/home The next slides demonstrate how to create a Holding Smart Account. Creating a Customer Smart Account is the same process. More details: Request Customer Smart Account Setup Customer Smart Account

29 © 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 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. 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

30 © 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 2 3 1 3 Account Domain Identifier Identifies company owning the account Relies on internet domain of company Defaults to Approver email domain – can be change through manual approval 2

32 © 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 1 2 Note: Email 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

33 © 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

34 © 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 Note: Fields may be pre-populated. If you need to filter the search list. Type in more specific address details

35 © 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

36 © 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

37 © 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

38 © 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. 1 2 1 2 Note: If another administrator isn’t assigned, the approver will automatically also become an administrator. Administrator: Approve access for other users License manage in CSSM

39 © 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

40 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Complete Smart Account Setup Account setup is complete. You will receive an e-mail confirming the creation of a smart account and can manage the Holding Smart Account in CSW. 1 2 1 2

41 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 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

42 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Smart Accounts – Access Multiple Smart Accounts 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 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

44 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Smart Accounts – Customer Smart Accounts & Holding Accounts 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. 1 2 Customer Smart Account Holding Smart Account

45 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding Smart Accounts – Account Properties Account name can be modified by Account Approver or Administrator in Account Properties tab. 1 1

46 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding Smart Accounts – Virtual Accounts 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. 1 2 1 2 Finance

47 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding Smart Accounts – Edit Virtual Accounts 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. 1 2 3 1 4 2 4 3 Note: You can manage orders assigned to the Holding Smart account in CCW.

48 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding 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 3 2 Joe@mycorporation.com nisna@mycorporation.com michamour@mycorporation.com

49 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Holding 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 ManagementView Smart Holding Agreements Add/delete Holding Account Administrators, Smart Account Administrators, Holding Virtual Account Administrators Edit Smart Account Name View Holding Account specific roles CSW 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 Edit Smart Account Name Add/Delete/Edit Holding Virtual Accounts Add/Remove users to Holding Account/Virtual Account CSW 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 CSW 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. CSW and CCW All Account Management for Holding Smart Accounts is done within CSW

50 © 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

51 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding Smart Accounts – Notification Settings Edit email notification settings for when orders are provisioned to the Holding Smart Account 1 My Corporation West My Corporation beth@mycorporationwest.com

52 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding 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 West

53 © 2015 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Cisco Software Workspace (CSW) Manage Holding Smart Accounts – Help Click Help at any time to access the Cisco Software Workspace User Guide. 1 1 beth@mycorporationwest.com

55 © 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

58 © 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

59 © 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

60 © 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.

Presenter Title March 2015 Simplifying the Cisco Software Experience Overview and Smart Account Creation in Cisco Software Workspace (CSW) for B2B 1-Tier.

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Presenter Title March 2015 Simplifying the Cisco Software Experience Overview and Smart Account Creation in Cisco Software Workspace (CSW) for B2B 1-Tier.

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Presentation on theme: "Presenter Title March 2015 Simplifying the Cisco Software Experience Overview and Smart Account Creation in Cisco Software Workspace (CSW) for B2B 1-Tier."— Presentation transcript:

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