overview of managing access for a contract

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Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Overview of managing access for a Contract Instructions for Navigating in the Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard. To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard. To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

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Page 1: Overview of Managing Access for a Contract

Cisco Confidential 1© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Overview of managing access for a Contract

Instructions for Navigating in the Training Module

This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen.

To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard.

To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard.

To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

Page 2: Overview of Managing Access for a Contract

Cisco Confidential 2© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Service Access Management ToolContract Number – Features

Administrators can perform the following actions: ADD, DELETE

DELETE CONTRACT NUMBERSDelete Contract Numbers from Cisco.com profiles (individuals cannot obtain Cisco services.

ADD CONTRACT NUMBERSAdd Contract Numbers to Cisco.com profiles (individuals can obtain Cisco services.

Page 3: Overview of Managing Access for a Contract

Cisco Confidential 3© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Administrators can perform the following actions: BLOCK, UNBLOCK, LOCK, UNLOCK

LOCK BIDLock Contract Numbers so that only an Administrator who manages Contract Numbers can add them to a Cisco.com profile

UNLOCK BIDUnlock Contract Numbers so that Cisco can add them to Cisco.com profiles

UNBLOCK BIDUnblock Contract Numbers in a Cisco.com profile (an unblocked individual can now have them added to his Cisco.com profile)

BLOCK CONTRACT NUMBERSBlock Contract Numbers in a Cisco.com profile (a specific individual cannot have them added to his profile)

Service Access Management ToolContract Number – Features (cont’d)

Page 4: Overview of Managing Access for a Contract

Cisco Confidential 4© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Service Access Management ToolContract Number Admin - Features (cont.)

Action Recipient

Cisco adds an administered Contract Number to a Cisco.com profile

All Administrators of that Contract Number

A Contract Number is added, deleted, blocked, unblocked, locked, or unlocked using the tool

All Administrators of that Contract Number

Any action is taken on the individual’s Cisco.com profile by an Administrator An Individual

Automated emails are generated when the following actions are completed:

Page 5: Overview of Managing Access for a Contract

Cisco Confidential 5© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Service Access Management: Contract Number

Enables Administrators to

place Contract Numbers in Cisco Account profiles

so those individuals can

obtain Cisco services

When a new service Contract is purchased, it must

be manually added to Cisco Account profiles

Primary users: companies who did not purchase

their contract from Cisco directly but are obtaining

support from Cisco and have less than 500

service Contracts

Using Contract Number

Page 6: Overview of Managing Access for a Contract

Cisco Confidential 6© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by Number

The Manage by Numberscreen allows you to:

1. Enter a single Contract Number you administer and select an Action.

3. The Actions you can select are:

Note: You cannot see a Contract Number in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

2. Or, choose a single Contract from a list of all Contracts that you administer and select an Action.

Add Contract Number Delete Contract

Number Block Contract Number Unblock Contract

Number

1

2

3

Page 7: Overview of Managing Access for a Contract

Cisco Confidential 7© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by Name

The Manage by Namescreen allows you to:

2.Or, Search for a user.

3.The Actions you can select are:

Add Contract Number Delete Contract Number Block Contract Number Unblock Contract Number Modify Expiry date

1.Click Add Name when you cannot find an individual in the tool.

Then, select an Action.

1

2

3

Page 8: Overview of Managing Access for a Contract

Cisco Confidential 8© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by Group

The Manage by Groupscreen allows you to:

1. Create a New Group

• Add individuals or Contract Numbers to the group

• Delete individuals or Contract Numbers from the group

• Rename the group• Delete the group

2. Or, choose an existing group and select:

1

2

2

Page 9: Overview of Managing Access for a Contract

Cisco Confidential 9© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Lock/Unlock

1. Enter one Contract Number that you Administer and select an Action.

2. Or, choose one or many contract numbers.

• Lock Contract Number(s)

• Unlock Contract Number(s)

3. The Actions you can select are:

The Lock/Unlockscreen allows you to:

1

2

3

Page 10: Overview of Managing Access for a Contract

Cisco Confidential 10© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

The Manage by Number – Software Accessscreen allows you to:

1.Enter a single Contract Number you administer and select an Action.

2. Or, choose a single Contract from a list of all Contracts that you administer and select an Action.

You can choose a contract and select one of the following Actions

Grant software accessRevoke software access

Update software access expiry date

SAMT – Grant, Revoke, Update Software Access

1

2

Page 11: Overview of Managing Access for a Contract

Cisco Confidential 11© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Administration

Obtain Reports Open Profile Manager in order

for the Administrator to perform/request updates to his profile

Inform Cisco about individuals who have left the company

Inform Cisco about individuals who are obtaining support and may not be authorized

Register a new individual to obtain a Cisco.com ID

The Administration screen allows you to:

Page 12: Overview of Managing Access for a Contract

Cisco Confidential 12© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number – Other Tool Functions

If Cisco attempts to add a blocked or locked Contract Number to a Cisco.com profile using Cisco’s internal tools, a message will be displayed indicating the Contract Number cannot be added.

An email will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s information.

If an individual attempts to request a blocked or locked Contract Number be added to his Cisco.com profile using the Cisco.com Profile Manager, a message will be displayed directing him to the Administrator(s) for that Contract Number.

An email will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s information. The request will not be sent to Cisco.

If Cisco adds a Contract Number to a Cisco.com profile, all Administrators will be informed via email (you can request not to receive this email).