Service Access Management Tool Tour: Bill to ID and Contract Number

1. Service Access Management Tool Tour:Bill to ID andContract Number September 2009

2. Bill to ID and Contract Number - Service Access Management Tool Tour Overview • This tour provides a general overview of the Service Access Management Tool and focuses on using the tool to manage Cisco service access by both Bill to ID (Partner) and Contract Number (End Customer). • Prior to September 2009, this tool consisted of two tools: My Colleagues Tool Granular (MCTG) and My Colleagues Aggregate Tool (MCAT). • Cisco Service Contract Center (CSCC) is not connected to this tool. CSCC information can be found here: • http://www.cisco.com/web/partners/services/resources/cscc/index.html • CSCC is used for service contract management and the Service Access Management Tool is used for service access management (TAC/technical support and RMA/hardware replacement).

3. What is the Service Access Management Tool? • The tool enables Partner/Customer Administrators to manage Cisco service access by: Bill to ID (Partners), Contract Number (End Customers), or both. • Allows Partner/Customer Administrators to proactively manage which individuals can obtain Cisco services* * Many Cisco service contracts require a serial number to obtain support. This tool is designed to ensure your engineers have the ability to open service requests using the contracts managed by your company.

4. Service Access Management Using Bill to ID vs. Contract Number Using Contract Number • Enables Administrators to place Contract Numbers in Cisco.com profiles so those individuals can obtain Cisco services • When a new service Contract is purchased, it must be manually added to Cisco.com profiles • Primary users: companies who are obtaining support directly from Cisco and have less than 500 service Contracts Using Bill to ID • Enables Administrator to identify which Bill to IDs in Cisco.com profiles can be utilized to obtain Cisco services • If the Bill to ID is enabled for support access, the individual will be able to use all the Contract Numbers under that Bill to ID to obtain support • When a new service Contract is purchased under the enabled Bill to ID in the individual’s profile, it is automatically available to obtain support • Primary users: companies who are providing the support for their customers – end customers not contacting Cisco directly

5. How to Obtain Access Using Bill to ID • Provide your Cisco Service Contract Account representative with the: • Cisco.com IDs of the new Administrators • At least two Administrators are required • Bill to IDs to be managed (work with your Cisco Service Contract Account representative if you do not know the Bill to IDs) Using Contract Number • Provide your Cisco Service Contract Account representative with the: • Cisco.com IDs of the Administrators • At least two Administrators are required • Contract Numbers to be managed (work with your Cisco Service Contract Account representative if you do not know the Contract Numbers) • The Cisco Service Contract Account representative will open a Service Support Center request for tool access and you will be informed by email when access has been provided

6. Getting Started and Other Resources • If you would like more information, visit the Service Access Management Tool web site: • http://www.cisco.com/web/applicat/spptauth/serviceaccessmgmt.html • On the web site you will find: • Instructions for obtaining access to the tool • Helpful documents such as a Q&A file and Help files • A link to the tool’s Terms & Conditions • Self guided tours for managing Cisco service access

7. Service Access Management Tool Tour:Bill to ID

8. Bill to ID - Improvements as of September 2009 • Updated design • Search for individuals • Add Bill to IDsto individuals that are not already viewable in the tool • Createcustom groups of individuals • Add Bill to IDs to custom groups (all individuals in the group will have the Bill to ID added at the same time) • Ability to block and lock Bill to IDs • Automatic email to both the Administrator and the individual if an individual requests that Cisco add a blocked or locked Bill to ID to their Cisco.com profile

9. Service Access Management ToolBill to ID - Features • Administrators can perform the following actions: Add BID Enable Access Remove Access Delete BID Block BID Unblock BID Lock BID Unlock BID

10. Service Access Management ToolBill to ID - Features (continued) • Automated emails are generated when the following actions are completed:

11. # Bill to ID - Difference Between Block and Lock Block • Blocking a Bill to ID from an individual’s Cisco.com profile prevents that Bill to ID from being re-added to that specific individual’s Cisco.com profile by an Administrator or Cisco • This action might occur if someone leaves the Administrator’s company or department Lock • Locking prevents a Bill to ID from being added by Cisco to any Cisco.com profile (an Administrator can still add the Bill to ID to an individual) • This action might occur if there is a dedicated support team and only those people should be allowed to obtain Cisco services

12. Bill to ID - Manage by Name: Home The Manage by Namescreen allows you to: Enter a Cisco.com ID and then select the BIDs to add or enable for support. Or, search for an individual by Last Name, First Name, Company Name, Email Address, or Cisco.com ID. You can choose an individual and select one of the following Actions: • Add BID and Enable support access • Remove support access • Add BID • Delete BID • Block BID • Unblock BID Note: You cannot see an individual in the tool unless that individual has at least one Bill to ID in his Cisco.com profile that matches one you manage using the Service Access Management Tool.

13. Bill to ID - Manage by Number The Manage by Numberscreen allows you to: • Enter a single Bill to ID you administer and select an Action. • Or, choose a single Bill to ID from a list of all Bill to IDs that you administer and select an Action. The Actions you can select are: • Add BID and Enable support access • Remove Support Access • Add BID • Delete BID • Block BID • Unblock BID Note: You cannot see a Bill to ID in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

14. Bill to ID - Manage by Group The Manage by Groupscreen allows you to: Create a New Group Or, choose an existing group and select: • Add individuals or Bill to IDs to the group • Add individuals or Bill to IDs to the group and enable support access • Remove support access from the group • Delete individuals or Bill to IDs from the group • Rename the group • Delete the group

15. Bill to ID - Lock/Unlock The Lock/Unlockscreen allows you to: Enter one Bill to ID that you Administer and select an Action. Or, choose one or many Bill to IDs. The Actions you can select are: • Lock Bill to ID(s) • Unlock Bill to ID(s)

16. Bill to ID - Administration The Administrationscreen allows you to: • 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

17. Service Access Management Tool Tour:Contract Number

18. Contract Number - Improvements as of September 2009 • Create custom groups of individuals • Add Contract Numbers to custom groups (all individuals in the group will have the Contract Number added at the same time) • Obtain reports real-time • Automatic email to both the Administrator and the individual if an individual requests that Cisco add a blocked or locked Contract Number to their Cisco.com profile

19. Service Access Management ToolContract Number - Features • Administrators can perform the following actions: Add Delete Block Unblock Lock Unlock

20. Service Access Management ToolContract Number - Features (continued) • Automated emails are generated when the following actions are completed:

21. # Contract Number - Difference Between Block and Lock Block • Blocking a Contract Number from an individual’s Cisco.com profile prevents that Contract Number from being re-added to that specific individual’s Cisco.com profile by an Administrator or Cisco • This action might occur if someone leaves the Administrator’s company or department Lock • Locking prevents a Contract Number from being added by Cisco to any Cisco.com profile (an Administrator can still add the Contract Number to an individual) • This action might occur if there is a dedicated support team and only those people should be allowed to obtain Cisco services

22. Contract Number - Manage by Name The Manage by Namescreen allows you to: Enter a Cisco.com ID and then select the Contract Numbers to add. Or, search for an individual by Last Name, First Name, Company Name, Email Address, or Cisco.com ID. You can choose an individual and select one of the following Actions: • Add Contract Number • Delete Contract Number • Block Contract Number • Unblock Contract Number Note: You cannot see an individual in the tool unless that individual has at least one Contract Number in his Cisco.com profile that matches one you manage using the Service Access Management Tool.

23. Contract Number - Manage by Number The Manage by Numberscreen allows you to: • Enter a single Contract Number you administer and select an Action. • Or, choose a single Contract from a list of all Contracts that you administer and select an Action. The Actions you can select are: • Add Contract Number • Delete Contract Number • Block Contract Number • Unblock Contract Number 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.

24. Contract Number - Manage by Group The Manage by Groupscreen allows you to: Create a New Group Or, choose an existing group and select: • Add individuals or Contract Numbers to the group • Delete individuals or Contract Numbers from the group • Rename the group • Delete the group

25. Contract Number - Lock/Unlock The Lock/Unlockscreen allows you to: Enter one Contract Number that you Administer and select an Action. Or, choose one or many contract numbers. The Actions you can select are: • Lock Contract Number(s) • Unlock Contract Number(s)

26. Contract Number - Administration The Administration screen allows you to: • 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