Global Field Operations From Vision to Value Cisco Confidential1© 2011 Cisco and/or its affiliates. All rights reserved. Access to PMC Partner Training.

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Presentation transcript:

Global Field Operations From Vision to Value Cisco Confidential1© 2011 Cisco and/or its affiliates. All rights reserved. Access to PMC Partner Training Job-Aid

Cisco Confidential 2 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. If you have a Cisco.com User ID and password but are new to PMC If you do not have a Cisco.com User ID and password and are new to Cisco Existing User New User

Cisco Confidential3 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Performance Metrics Central 2.0 (PMC 2.0) is an online reporting tool for viewing partner service sales performance and delivery metrics. The direct URL for accessing PMC tool is Following are the pre-requisites for having access to PMC: You have a valid cisco.com User ID Your company is registered as a Cisco Partner You are associated with your company on Partner Self Service You have been granted access to Partner Access OnLine(PAL) Existing User

Cisco Confidential4 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! Existing users can directly access PMC through by using their Cisco.com User ID and password. New users will have to register themselves at Cisco and follow a series of other steps before trying to log-in. PMC URL : Existing User

Cisco Confidential5 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! Once you log in, to access PMC 2.0, click Launch PMC 2.0. To view metrics from July 2010 and prior, click Launch PMC 1.0 Read- Only. There is additional information on PMC latest releases in the News and Announcements section. Navigate to the Training section to access the Partner User Guide and other Training material. Use the Support section to access FAQs and to open a case with the Service Support Center. Existing User

Cisco Confidential6 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! PMC will navigate you to the home screen as the default screen which provides news and announcements on PMC. By navigating to the Scorecard and Reporting tabs, you can view your Partner Scorecard and various reports respectively. Existing User

Cisco Confidential 7 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. If you have a Cisco.com User ID and password but are new to PMC If you do not have a Cisco.com User ID and password and are new to Cisco Existing User New User

Cisco Confidential8 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! PMC can be accessed directly through the URL: If you are a New User, you will have to identify your access level based on your relationship with Cisco by performing the steps shown in the next few slides. New User

Cisco Confidential9 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 Cisco PortalPartner CentralPartner Self- Service(PSS) Performance Metrics Central(PMC) LOCATION STEP 1 New User To get started on PMC 2.0, follow the steps below. Refer to the Entry and Exit Criteria for each of the steps detailed in next few slides.

Cisco Confidential10 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. If you are not registered with Cisco, click Register at the top right of screen to begin that process. NOTE: If you are already registered, you will have a valid Cisco.com User ID which you can use your Cisco.com User ID to Log In. Cisco Portal URL : ENTRY STEP 1 New User

Cisco Confidential11 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! To access registration instructions, navigate to the Overview section. Different access Levels have been described to help you understand your role better and fill your Cisco.com Registration accordingly. New User

Cisco Confidential12 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! Click on Cisco.com Registration tab to create your Cisco.com account. You will be asked for an address to verify your registration for a Cisco account. New User

Cisco Confidential13 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! Provide your contact information. Create two secret questions to set for security in case of lost password retrieval. Once you accept Cisco’s Privacy and Product Information, you can submit your Cisco account registration request. New User

Cisco Confidential14 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. You will receive a confirmation with your Cisco User ID and password. To activate your account, click on the link provided in . EXIT STEP 1 New User

Cisco Confidential15 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Visit the Profile Manager to update your contact information or sign up for additional access. Use the Preference Center to manage subscriptions to Cisco offerings. OPTIONAL Access your Account through: New User

Cisco Confidential16 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. STEP 2 STEP 3 STEP 4 STEP 5 Cisco PortalPartner CentralPartner Self- Service(PSS) Performance Metrics Central(PMC) LOCATION STEP 1 New User You may start any of these steps, if you have the previous steps completed already. Refer to the Entry and Exit Criteria for each of the steps detailed in next few slides.

Cisco Confidential17 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Once you are a registered Cisco Partner, select Register my Company as a Cisco Partner and click Go Now. New User ENTRY STEP 2

Cisco Confidential18 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Partner Central URL: QUICK TIPS ! You can use one of the URLs provided for accessing Partner Central and complete the steps for becoming a Cisco Partner. New User

Cisco Confidential19 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. New User QUICK TIPS ! Select from the drop-down menu the country of registration for your Company Select Register my company and Continue to start the process

Cisco Confidential20 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! To learn more about becoming a Partner with Cisco, the following resources are available on Partner Central: New Partner Welcome Kit Partner Helpline New User OPTIONAL

Cisco Confidential21 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. STEP 2 STEP 3 STEP 4 STEP 5 Cisco PortalPartner CentralPartner Self- Service(PSS) Performance Metrics Central LOCATION STEP 1 New User You may start any of these steps, if you have the previous steps completed already. Refer to the Entry and Exit Criteria for each of the steps detailed in next few slides.

Cisco Confidential22 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Partner Self Service URL : QUICK TIPS ! Associating yourself with your company on Partner Self Service(PSS) is only necessary if your Cisco.com User ID created in Step 1 is not connected with a Cisco Partner. From the Choose a Task drop down menu, select Associate Myself with a Company. New User ENTRY STEP 3

Cisco Confidential23 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! You will see a pop- up window prompting you to enter the search criteria for your company. Choose the country and the company name using the search capabilities and click Next. New User

Cisco Confidential24 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! A list of company names matching your search criteria will display. Choose the company name you want to associate yourself to by selecting the corresponding radio button. Click Next to continue the process. New User Note: Actual company details have been masked to hide identity.

Cisco Confidential25 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! You may be prompted to choose a specific site name and address. Select the corresponding radio button against the company you want to choose. Click Select. New User Note: Actual company details have been masked to hide identity.

Cisco Confidential26 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. Verify your profile information is accurate and then click Next. An will be automatically sent to your company’s designated Cisco Administrator to approve your request. The association will be completed within 48 hours. EXIT STEP 3 New User

Cisco Confidential27 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. STEP 2 STEP 3 STEP 4 STEP 5 Cisco PortalPartner CentralPartner Self- Service(PSS) Performance Metrics Central(PMC) LOCATION STEP 1 New User You may start any of these steps, if you have the previous steps completed already. Refer to the Entry and Exit Criteria for each of the steps detailed in next few slides. Partner Self- Service(PSS)

Cisco Confidential28 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. You can see your existing access’ by clicking on the “My Access” tab. It will show you a list of tools, your access level and country/country group. If you do have Partner Access onLine (PAL) listed at a ‘User’ level, then you can directly go to step 5. If you do not have access to Partner Access onLine(PAL), then you should request for same through ‘Request Additional Access’ ENTRY STEP 4A Partner Self Service URL : New User

Cisco Confidential29 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. You should select ‘Partner Access onLine (PAL) from the drop-down of tools. Once selected, click the submit button to send a request for access. You will be notified by once your have been granted access to Partner Access onLine(PAL). EXIT STEP 4A New User

Cisco Confidential30 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. If you have made a request though PSS for PAL tool access directly as shown on previous two slides, then you do not need this step. An alternative way to seek access to PAL is just to request you PSS admin to grant you access to Partner Access onLine (PAL) on your behalf. Your PSS admin will search for PAL- User Access Level and then search your User ID to provide you access. You will be notified by once your have been granted access to Partner Access onLine(PAL). ENTRY STEP 4B New User Note: Above picture is a display of how a PSS admin will grant you access EXIT STEP 4B

Cisco Confidential31 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! Visit Partner Access onLine (PAL) to learn about the tools capabilities regarding Customer Satisfaction surveys. Note that Post Sales Customer Satisfaction (CSAT) is also captured through CSAT metric in PMC tool. New User OPTIONAL Partner Access onLine URL :

Cisco Confidential32 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. STEP 2 STEP 3 STEP 4 STEP 5 Cisco PortalPartner CentralPartner Self- Service(PSS) Performance Metrics Central(PMC) LOCATION STEP 1 New User You may start any of these steps, if you have the previous steps completed already. Refer to the Entry and Exit Criteria for each of the steps detailed in next few slides. Partner Self- Service(PSS)

Cisco Confidential33 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. New User PMC URL : You should have completed Steps 1 – 4 before you log in PMC. Navigate to and enter your Cisco.com User ID and password to log in to PMC. ENTRY STEP 5

Cisco Confidential34 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. New User QUICK TIPS ! Once you log in, to access PMC 2.0, click Launch PMC 2.0 to navigate to the PMC application. Upon launching PMC 2.0, if you receive an authentication failure, then you should create a support case through Open a Support Case link. It may be possible that your associated Partner is not currently active in PMC. To view metrics from July 2010 and prior, click Launch PMC 1.0 Read- Only. Note that PMC 1.0 will be retired on July 31, You should bookmark this page for PMC as this page also provides additional information regarding PMC News and Announcements, Training and Support.

Cisco Confidential35 Global Field Operations © 2011 Cisco and/or its affiliates. All rights reserved. QUICK TIPS ! PMC will default to the Home screen which provides news and announcements on PMC. By navigating to the Scorecard and Reports tab, you can view your partner Scorecard and various reports respectively. New User

Thank You. Global Field Operations From Vision to Value