Smart Net Total Care User Registration

CHAPTER
2
Smart Net Total Care User
Registration
This chapter provides an overview of the SmartNet Total Care service and covers
the following areas:
•
Terminology Overview
•
Overview of the User Registration Process
•
Launch Smart Net Total Care
•
Overview Page Functions for Different Users
•
Legal Agreement
•
User Registration Task Pre-Reqs
•
User Registration Tasks
Terminology Overview
There are some key terms that are used in the registration process, these terms are
listed below:
•
Customer – is a person working for an Entitled Company that is a Cisco
customer.
•
Entitled Company – name of a Company that has a service contract with
Cisco.
•
Service – there is one Cisco backend service in Smart Net Total Care:
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Terminology Overview
– Inventory Services – Provides the capability to upload network
inventories to the Cisco backend and use the Smart Net Total Care web
portal to access network inventories uploaded by the customer.
•
Registration flows – there are two types of registration flows in the Smart
Net Total Care portal:
– Cisco employee – is referred to as the Application Administrator. who
registers the first customer admin for an Entitled Company.
– Customer – after being registered as an customer administrator, registers
other Admins/ Users that belong to the same Entitled Compan(ies).
•
Customer types– there are two available customer types in the Smart Net
Total Care portal:
– Administrator – Only one that can create new user registrations (users
or administrators).
– User – Can view reports; cannot register anyone to an Entitled Company.
•
Types of IR user roles:
There are several types of Inventory and Reporting users, which are noted
below:
– Customer Administrator (CA) – A CA can perform the following
tasks:
•
Create and maintain other Customer Administrators, Customer
Users, and CBR Users that are registered to the same Entitled
Company as them self.
•
Change a users role to: Customer Administrator, Customer User, or
CBR User.
•
View the reports for of the Entitled Compan(ies) they are associated
to.
– Customer User (CU)– A CU can view the reports for of the Entitled
Company they are associated to.
– CBR User (CBR) – A Cisco Branded Reseller (CBR) can view the
reports of the Entitled Company they are associated to, when given
access by the CA.
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Overview of the User Registration Process
Note
•
There will be only one registration per Entitled Company and each
registration is associated to only one user role.
Types of business programs and contract GSP’s:
In addition to there being two customer types, the types can be enrolled in any
of the following business programs:
– Smart Net Total Care
– NOS
Note
The “NLS1” GSP is the only supported GSP for all business programs.
Overview of the User Registration Process
This section discusses the following user registration topics:
•
User Creation Process Overview
•
User Registration Process for Customers
User Creation Process Overview
This section describes the different types of user registrations and identifies who
can create and maintain them.
There are two types of user functions:
•
Administrator (Cisco employee (Application Administrator) and Customer
Administrator)
•
User (Customer User and CBR User)
There are several requirements that must be met before a logged in user can
register a user:
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Overview of the User Registration Process
•
The logged in user must be an administrator for the entitled company they are
going to register users. If the user is not an administrator, then an error
message will appear stating that the user is not an administrator, and must be
made one in order to register a user.
•
The administrator must have at least one active NLS1 (Smart Net Total Care
service) contract that is associated to the entitled company they are going to
register users. If the administrator does not have an active NLS1 contract,
then an error message will appear stating that the administrator does not have
an active NLS1 contract, and then lists the NLS1 contract(s) that are not
active and must be renewed.
•
The user that the administrator is registering must also have an active NLS1
contract. If not, then an error message will indicate that the user being
registered does not currently have an active NLS1 contract, and must renew
their contract before getting registered.
The following steps explain how different types of users are created in IR in a
customer environment:
Step 1
An Application Administrator creates the first Customer Administrator (CA), for
a specific Entitled Company.
An Application Administrator can perform the following tasks:
Step 2
•
Create additional CA's for an entitled company.
•
Can maintain and delete any CA, even those they did not create.
The first CA now creates other CA's, CU’s, and CBR’s that belong to the same
Entitled Company as them self, even when the user doesn't have any contract in
their profiles.
A CA can perform the following tasks:
•
Can maintain other CA’s and CU’s and CBR’s that are registered to the same
Entitled Company as them self.
•
Can delete a user registration.
•
Can change the role of a user to an CA, CU, or CBR role.
•
Designates which reports the CBR has access to.
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Launch Smart Net Total Care
User Registration Process for Customers
When user registration occurs for the customer, the Cisco employee performs the
following task as part of the user registration process:
•
When the customer logs in for the first time, the IR application indicates that
the customer needs to Accept the Legal Agreement.
Note
All external customers (customer admin and customer user) must Accept
the Legal Agreement, before using any functions in the Smart Net Total
Care portal.
Launch Smart Net Total Care
Step 1
Go to the Inventory and Reporting application at URL:
https://tools.cisco.com/sntc/; the Inventory and Reporting Log In window opens.
Step 2
Enter your Cisco.com ID user name and password.
Step 3
Click Log In; the Inventory and Reporting application’s window opens and
displays the Overview page.
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Overview Page Functions for Different Users
Overview Page Functions for Different Users
The functions that are displayed and available for use on the Overview page are
dependent upon the function associated during user registration (Administrator or
User).
Administrator Function
A customer with function of “Administrator” has the following functions
available through the Overview page.
Note
A customer, who has not yet accepted the Legal Agreement, logs in and is
requested to first accept the Legal Agreement. See Legal Agreement for more
information. After the Legal Agreement is accepted the Overview page is
displayed.
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Legal Agreement
User Function
A customer with a function of “User” has the following functions available
through the Overview page.
A customer with a function of “User” can only view reports. The user function
has no other privileges; they can not create user registrations, or perform any
CSP-C functions.
Legal Agreement
There are two different aspects to legal agreements:
•
A customer must accept the Legal Agreement before they can access the
Inventory and Reporting functions.
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Legal Agreement
•
An administrator can view those users that have a status of “Pending Legal
Agr.” (Pending-Legal Agreements).
Accept the Legal Agreement
A customer who logs in, and has not yet accepted the Legal Agreement, will
automatically be prompted to accept the Legal Agreement and be requested to
perform the following steps:
Note
All external users (customer administrators, customer users and CBR’s) must
accept the legal agreement, before any functions can be performed on the web
application.
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Legal Agreement
Step 1
Click Legal Agreement;
acceptance.
Step 2
Read the legal agreement and at the bottom click either Accept or Decline.
Note
Step 3
the Legal Agreement is displayed for viewing and
If you click Decline, then you will not be able to access the functions of
the Inventory and Reporting application until you accept the Legal
Agreement. If you do not accept the Legal Agreement, you can do so at
another time.
When you click Accept, the Inventory and Reporting application displays a
“Legal Agreement Accepted” message on the User Registration tab. You are now
able to use the Inventory and Reporting functions.
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Legal Agreement
Step 4
Follow the directions in the next section to view all users that have a Pending
Legal Agreement status for the same Entitled Company.
Viewing Users with Pending Legal Agreement Status
An administrator can view those users who have not yet accepted the Legal
Agreement. The Administrators' can view those users that have a “Pending Legal
Agr.” status in a list with all the other users or by filtering the entries, by
performing the following steps:
Step 1
Click the User Registration tab if you are not currently on that page.
Step 2
Choose Pending Legal Agr. in the Status drop-down.
Step 3
Click Search;
only those Users that have a Pending Legal Agr. status are
displayed in the User Registrations area.
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User Registration Task Pre-Reqs
User Registration Task Pre-Reqs
The following task must be performed before registering a new user:
•
The new user must have a valid Cisco.com ID.
Note
•
To obtain a Cisco.com ID (CCO Id) go to http://www.cisco.com/ and in
the top right corner of the web page click Register.
For New User Registration, the new user does not have to have any Inventory
and Reporting supported contract in their CCO LDAP profile.
User Registration Tasks
The User registration task lets you do the following tasks:
•
Create new user registrations (Register User).
•
Maintain user registrations (Maintain Registrations).
Register User
There is one type of new user registration process for customers, this four step
process is used when a Customer Administrator is registering another person to
their entitled company, as a Customer Admin, Customer User, or CBR User.
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User Registration Tasks
To use the User Registration function, perform the following steps:
Step 1
There are two different ways to start a user registration:
•
Click Register Users.
•
Click the User Registration tab,
Registration.
then on the next window click New
In both cases the first Register User page appears.
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Customer Admin Registering Persons to Entitled Company
In the user registration process the customer must have Cisco register the first user
as a Customer Administrator (CA), that CA can then register all the remaining
users.
This section describes the process a Customer Administrator uses to register
additional people to an Entitled Company as either an administrator or a user
(Customer User or a CBR User) where applicable.
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Note
A Customer Administrator can register anyone with a CCO ID, even when they
do not have a contract in their profile. Only the CA can register users without
contracts, and the only roles they can be assigned are either a Customer User or a
CBR User.
Step 2
Enter the Cisco.com ID of the person you want to register.
Step 3
Click Get Contract Numbers; the contract numbers that the CCO ID is
associated with get populated into the Contract Number: list.
Step 4
Select a contract number from the list or click Select All, then click the Continue
button; a loading message is briefly displayed and a Register User: Submit
Registration page appears.
Note
On the next web page, if you see an entry that already has check boxes selected
and not selectable, then the user is already registered to that specific company and
cannot be selected
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.
Step 5
Check the check box of the entitled company
you want to register the user to.
Step 6
From the Program Type drop-down list
(SNTC or NOS).
Step 7
After making the selections, click Submit.
Step 8
You can use the filter options
to see a more selective view of all the users in
the list to validate the registration; for more information see Filter Registrations.
Step 9
The new user registration
is added to the list of User Registrations; the
Registration Status column has the registration status as “Completed.”.
select which program type you want
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Note
A Customer who logs in but has not yet accepted the Legal Agreement is
requested to accept the Legal Agreement. The customer must first accept the
Legal Agreement before they can use the Inventory and Reporting application.
Contract Error Scenarios
During the user registration process there are several types of error messages that
can be displayed:
•
If information is missing in the contract.
•
If an incorrect type of contract is used.
•
If the wrong type contract status type is being used.
Missing Bill-To Party Information
If the "bill-to" information for the selected contract is not returned, then the
following error message will be displayed..
Missing Install-At Information
If the "install_at" information for the selected contract is not returned, then an
error message similar to the above "bill-to" error message will be displayed.
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Non-NLS1 Contract
If the selected contracts is not an NLS1 type contract, then the following error
message is displayed:.
Inactive Contract
If the selected contract status is not one of the following status types, then the
same error message that is used for non-NLS1 contracts is displayed :
•
ACTIVE
•
OVERDUE
•
QA_HOLD
•
SIGNED.
Maintain Registrations
The topics in this section describe how to maintain customer registrations, by
performing the following tasks:
•
Filter Registrations
•
Update Registrations Function
•
Delete Administered Registration
•
View Details from User Registrations Table
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User Registration Tasks
To access the Maintain User Registrations function, perform the following step:
Step 1
On the Inventory and Reporting main menu click one of the following items:
•
Maintain User Registrations
•
User Registration tab
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Clicking either of the above options displays the Registered Customer page. By
default this page displays all the registered users and all the Entitled Companies
they are associated.
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Note
All user registrations associated to Entitled Companies that you
administer are displayed in a table, with one row per user registration. The
status for each registration is included, along with relevant actions
required for each registration with the Pending status (not Completed
status).
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Filter Registrations
Filtering registrations allows you to see a more selective view of all the data that
is listed in the default view. To filter the view of registered customers, perform
the following steps:
Step 1
Choose those items you want as your filter criteria from the various drop-downs
in the Search List: area.
Step 2
After choosing your filter criteria, click Search;
that meet the specified criteria
this displays all the entries
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Note
Click the hyperlinked date in the TimeStamp column of the User Registrations
table to access additional information about the Last Event (the registration
history).
Tip
To select all the users in the table at one time, check the check box at the top left
corner of the User Registration table.
Update Registrations Function
This function lets you change a user’s role and change what reports they have
access. To update a user’s registration perform the following steps:
Step 1
Check the check box for one user registration from the user registration table
(only one registration can be updated at a time).
Step 2
Click Update Registration; the Update Registration page appears.
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Step 3
Step 4
Note
Step 5
Note
Change the currently assigned user role to a different role by clicking the Role
and selecting a different user role. Select between the
drop-down list
following user role types:
•
Customer Administrator
•
Customer User
•
CBR User
Update a users access to the two different reports that users have access to. In the
check the check box for the reports you want
Update Access to Reports: area
the user to have access to, the two reports are listed below:
•
Install Base Management related information in all reports.
•
Product Alerts related information in all reports.
By default both of these reports are automatically selected and disabled for
selection when either the Customer Administrator or the Customer User roles are
selected. The reports become enabled for selection when the CBR User role is
selected.
Click Update when you are finished specifying your changes.
After any action is taken, the user to whom the modified registration belongs, is
notified by e-mail that the registration has been modified. The system then returns
to this window and displays the most current information for each registration.
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Delete Administered Registration
You can delete a user’s registration to a particular entitled company; the deletion
does not affect the registrations with other entitled companies.
To delete a user registration to an entitled company perform the following steps:
Step 1
Check the check box next to each user whose registration to an Entitled Company
you want to delete.
Step 2
Click the Delete button.
an informational message appears that indicates the
selected user(s) will be deleted.
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Step 3
After the user(s) have been deleted then IR displays another message indicating
that the deletion(s) were successful.
Step 4
After the deletion the Users Registrations table will still display the deleted
user(s); however the registration status will change to Unregistered.
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View Details from User Registrations Table
Obtain additional information on the following items in the Administered
Registrations table by clicking one of the following items in the table.
•
Do a mouseover the info icon
and a pop-up window appears with
information regarding what reports the user currently has access to.
•
Click a hyperlink for the data in the TimeStamp column.
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•
The Registration History table specifies time frames when the registration
was created, and possibly edited and deleted.
•
Click the Back to Registration hyperlink to return to the previous web page.
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