© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Kieran Casey SSC Community Manager June 30, 2011

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2 Provide tool users with information relevant to their work Allow participants to ask questions of our Subject Matter Experts Provide tips and tricks for how to get certain tasks done faster

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3 Sue Green Ben Oelhafen Hardik Gandhi

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4 Note: All participants will be muted upon entry. We will un-mute participants during our Q&A session. Ask a question: At any time during the presentation, you may submit a question by typing it into the Q&A panel At the end of the presentation, we will review the questions that came in as well as take additional ones from our audience 1. Click [?] 2. Type your question here

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5 © 2010 Cisco and/or its affiliates. All rights reserved. 5

Cisco Confidential 6 Definition of Terms Upload Manager Performing Asset Management Adding Products to your Contract in OCM Add Minor to Major (AMTM) Tips to Avoid Errors

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7 Parent Product: Top level product; also referred to as the chassis or major line item and is typically priceable Child Product: P roducts linked or associated to the parent; also referred to as the minor line item and is typically $0 Product Configuration: The parent product and all associated child products Standalone product: A product in the database not linked or associated to any other product Upload Manager: Tool used to link a standalone child product, delink a configured child product in the Cisco database OR move a configured child product to a different parent product in the Cisco database and on the contract Asset Management: Tool used to add a child product to a parent on contract OCM: Online Contract Management

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 Accessing the Upload Manager Templates: 1.From the CSCC Dashboard, navigate to the Contracts tab 2.Click on ‘Upload Manager’ 3.From the Download Template drop-down menu, select the desired file:  Link Standalone Minor Products  Delink Configured Minor Products  Move Configured Minor Products 4.Click Download

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9 Populating the Link/Delink Templates: Only standalone child products can be linked to a parent These templates only update the configuration in the Cisco database--NOT the contract Populating the Link/Delink Templates: Only standalone child products can be linked to a parent These templates only update the configuration in the Cisco database--NOT the contract Link Template Required Fields: Standalone Instance Number Standalone Serial Number/PAK number Standalone Item Name New Parent - Instance Number New Parent - Serial Number/PAK number New Parent - Item Name Delink Template Required Fields: Source Major Instance Number Source Major Serial Number Source Major Item Name Source Minor Instance number Source Minor Serial Number/PAK Number Source Minor Item Name

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 Move Configured Minor Products: Standalone Instance Number Standalone Serial Number/PAK number Standalone Item Name New Parent - Instance Number New Parent - Serial Number/PAK number New Parent - Item Name Populating the Move Configured Minor Products template: This template updates the configuration in the Cisco database AND the contract Only standalone child products can be linked to a parent--need to confirm Populating the Move Configured Minor Products template: This template updates the configuration in the Cisco database AND the contract Only standalone child products can be linked to a parent--need to confirm

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 Processing the Upload Manager templates: 1.From Upload manager, select the request type 2.Click the Browse button and attach the template 3.Enter a ‘Request Name’ 4.Enter your address 5.Add any ‘Notes’ (optional) 6.Click Submit 7.An offline request ID number will populate

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 Two options exist to access Asset Management: Line Items Action Menu Contracts Tab

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13 1.Search for the parent serial number in CSCC and navigate to the Line Items screen 2.Check the box next to the product 3.Select ‘Perform Asset Management on Selected Products’ from the dropdown menu 4.Click Go

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14 5.In the pop-up window select the radio button next to the product 6.Select Add Minor to Major from the dropdown menu 7.Click Go 8.A second pop-up window will appear 9.Select your filter method and enter the associated value 10.Click Search

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Check the box next to the appropriate child item below 12.Select either ‘Add Minor to Configuration and Contract’ or ‘Add Minor to Configuration Only’ 13.The pop-up window will close and return to the initial window 14.Click Submit All

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16 1.From the Contracts Tab select ‘Asset Management’ 2.Enter your search criteria 3.Click ‘Set Filter’ 4.Check the box next to the desired parent product below 5.Select ‘Perform Asset Management on Selected Products’ 6.Click Go 7.Follow steps 5-14 previously provided

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17 1.Search your contract in CSCC 2.Check the install site you would like to add a product to** 3.From the Action dropdown menu select ‘Add Uncovered Product(s) to Contract’ 4.Click Go **Please use Address Management to locate an address not already on the contract or to create a new target address!

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18 5.To locate the minor line you wish to add, enter your search criteria (serial number, sales/purchase order, or instance number part number) 6.Enter the desired begin and end dates for the product 7.Click Search

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19 8.CSCC will validate your request; any errors must be resolved before the minor lines can be added 9.Click Submit to process all valid lines 10.A pop-up window will appear with the offline request ID for any non- price impacting lines 11.For priceable lines click Submit to generate a quote

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 20 1.From the Dashboard, search for your quote in CSCC 2.Navigate to the Import/Export option under the tertiary menu 3.Select the ‘Import’ radio button 4.Select ‘Upload Excel from Template’ 5.Download the template

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 21 5.Populate the template with the desired serial numbers and part numbers 6.In column B, indicate whether the line is the major or minor line item by using the dropdown menu 7.Create a relationship between the major and minor lines in column C. List the major lines as whole numbers (e.g. 1, 2, 3) and the minor lines as their subsequent decimals (e.g. 1.1, 1.2, 1.3) 8.Populate the remaining template columns with the desired line item information. Note: This is only required for the major lines as the minor lines will inherit the information from its parent

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 22 9.From the Import page, click the Browse button and attach the desired file 10.Enter your address and Request Name (optional) 11.The ‘Validation Results’ and ‘Upload Type’ are pre-populated with the only available options 12.Select the desired ‘Quote Validation Report’ and ‘Validation Approach’ 13.Click Continue and your offline request ID will populate

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 23 Determine the type of transaction required  Is the minor line standalone or configured?  Is the parent product currently on contract? Run a SNIF report  End of Support  Product status (Latest-Installed, Replaced, etc.)  Check the current status of the parent product Pricing  Is the minor a priceable product?

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 24 Thank you.