overview of managing access for a contract
TRANSCRIPT
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.
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.
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)
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:
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
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
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
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
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
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
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:
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).