Overview of Contract Association Batch Upload Viewing This 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 go to the next step, click the mouse or use the page-down or down arrow key on your keyboard. To return to the previous step, right-click and select “Previous” or use the page-up or up arrow key on your keyboard. To end the presentation, right click and select “End Show” or use the “Esc” key on your keyboard. Entitlement and Access Management February 2019 EDCS-16416226 Click to continue

In this module SAMT provides online screen functions to grant user access via request/approval workflows, as well as directly via Manage by Name/Number. But, if you manage large numbers of users and contracts, using the “Batch Upload Contract Associations” function may be faster and easier for you. This module covers the SAMT options for batch access management, including managing user access to contracts that have multiple end-customers.

Navigation Go to the SAMT Administration tab Under the Bulk Transactions section, select ‘Batch Upload Contract Associations’ A new screen opens to begin the process of batch upload. Select the ‘Download Template’ button. The file will copy to your Downloads folder. Open the .csv file template. Click to continue Click to continue

Batch upload template The .csv template contains a header row that should not be changed. Two sample rows are included that you should replace. You can add up to 500 rows in a single file. When you are finished, save the file in .csv format and note the location. Note: Saving in .csv file format only saves the first worksheet, and removes additional formatting. Don’t add extra formatting or change the column order. Be sure to enter the Parent Company name exactly as it appears in SAMT. An easy way to ensure this, is to instead select the “Download Contract’s Parent Company Details” report. Let’s look at that next. Click to continue Click to continue

Download contract’s parent company details From the SAMT Administration tab, select ‘Batch Upload Contract Associations.’ Select the ‘Download Contract’s Parent Company Details’ button to generate a sample file containing your contracts and their Bill-to and Install-at parent companies. Click to continue Use the pull-down to display between 25 and 1,000 items per page. You can filter the displayed results by entering values in the Search fields for each column. You can select all contracts on the page, or select/deselect specific contracts using the checkboxes next to each row. Once you select the contracts that you want for the report, click on the Submit button. A report will automatically download to your computer. Click to continue Click to continue

Contract’s parent company details file Open the file to view the contract information and add the user information. You must identify the entitled company under whose authority the user is being granted access. You can copy the Bill-to company from column D or the Install-at company from column E, and paste it into column C as the “Parent Company to be associated with.” Tip: If a user is entitled to service for multiple parent companies on the contract, separate them with a semi-colon (;). When you are finished, save the file in .csv format and note the location. Return to the ‘Batch Upload Contract Association’ screen and select Choose File. Navigate to the .csv file that you saved, and select it to be uploaded. Click to continue Click to continue

Upload your batch file Next, choose how you want SAMT to process the file. We recommend first choosing ‘Validate and Generate Report’ so you can verify the file contents before actually adding them. When you are ready to upload your associations use, the ‘Validate, Associate and Generate Report’ option. Select Submit to complete the action. SAMT will process your file offline. Tip: If you are uploading multiple files, you may want to make note of the generated report ID number for each upload. Click to continue Click to continue

Validate and view results from your batch file Go to the Administration tab and select the ‘View Generated Reports’ link. Select Download to copy the audit report to your computer. Tip: If you have multiple reports, you can enter the Report ID number, Date Submitted, or Name to filter the results and more easily find a specific report. Click to continue Open the report to review the results. If the association could not be made, a Reason is given so that you make any necessary corrections to your file, and upload it again. Repeat until all associations are completed successfully. Click to continue Click to continue