how to use my cisco entitlements (mce) · o chapter 2: view insights o chapter 3: view your assets...

October, 2019

Step-by-Step Guide for MCE Users

HOW TO USE MY CISCO ENTITLEMENTS (MCE)

© 2019 Cisco and/or its affiliates. All rights reserved.

PurposeThis document provide a step-by-step guide for Smart Account (SA) users and administrators to perform actions related to their entitlements on the MCE Platform

AudienceCisco Customers and Partners

Update to DocumentOctober, 2019

Preface

Table of Contentso Chapter 1: Logino Chapter 2: View Insightso Chapter 3: View Your Assetso Chapter 4: Take Actionso Chapter 5: View History

o Chapter 1: View Insightso Chapter 2: Take Actions

o Get help!o Access Reference Documents

SECTION 1 All User Actions

SECTION 2 Smart Account (SA)

Administrator Actions

SECTION 3Where to…

Term Definition

Smart Account (SA)Type of an account that helps to easily view, store and manage ALL your assets and entitlements in one location across the entire organization. It also helps to consolidate user access management.

Virtual Account (VA) A sub-folder within the SA that helps to internally organize your assets and entitlements.

Assets Hardware/ devices, software, subscriptions and services.

Entitlement(s)

What Cisco Customers and Partners are entitled to: Right to Use, Right to Technical Support, Right to Software Download, Right to Manage Licenses, Right to Software Version Upgrade, Right to Hardware Replacement, Right to Content and more.

CCO IDA CCO ID is your personal log in for the Cisco.com website. With a CCO ID you can register for trainings, events, programs and promotions and access additional tools and content.

Domain Domain represents business or organizations on the internet. Example, for email address [email protected], domain is ‘cisco.com’.

GLOSSARY

mailto:[email protected]

SECTION 1:

ALL USER ACTIONS

Chapter 1: Login

Chapter 2: View Insights

Chapter 3: View Your Assets

Chapter 4: Take Actions

Chapter 5: View History

© 2018 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

View all | Manage all | Secure all

Users will see personalized views of assets and entitlements in MCE, based on their individual SA and VA access

Log into mce.cisco.com using your CCO ID and password

Chapter 1Login

Chapter 2View Insights

Chapter 3View Your Assets

Chapter 4Take Actions

Chapter 5View History

Chapter 1Login





Customer Name + logo

The default landing page is Account Overview

If you have access to more than one SA, the platform will:1. Display a list of all the SAs along with their SA Domain Identifier.You can, 2. Search for a SA by SA Name or Account Domain Identifier.3. Select a SA to view the assets from the selected SA.4. Select a VA, within the selected SA, to view the assets from the selected VA.

Already have a Smart Account? Profile matches a Smart Account Profile doesn’t match a Smart Account

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If you don’t currently have access to a Smart Account, but your registered CCO ID email domain matches one or more SA domains in the Cisco database, you may:

1.Search for a specific SA by the SA Domain Identifier.

2.Request access to an existing SA for your Company’s domain. Example, if your primary email address is [email protected], all SAs with the domain cisco.com will be displayed and you may request access. After requesting access to a listed SA, you must logout and wait for access to be granted prior to logging into the platform again.

3. If you do not see a SA for your Company, you may choose to create a new SA by clicking the Create new Smart Account link.

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mailto:[email protected]


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If you don’t have access to a Smart Account, and your email domain doesn’t match any existing SA domain in the Cisco database, you may:

1. Create a new Smart Account

2. Request access to an existing SA, if you know the SA Domain Identifier.

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1 1. Smart Account and Virtual Account indicate the SA and the VA currently being viewed. All the views will be updated to reflect the assets and entitlements associated with the selected SA and VA.

2. Leverage the selectors to quickly toggle between VAs within a SA.

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Gain Insights

View Information

Filter Information

View important information such as smart and virtual account, total devices, last day of support, and total coverage.

Use interactive tiles to filter information based on architecture and country.

Use View Assets link and filter dashboard through legends to gain insights on your entitlements.




MCE provides a summarized dashboard, allowing the user to:

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The Account Overview tab displays Last Date of Support (LDoS), and Service Coverage

Total Devices indicates the number of Cisco devices owned by the customer.

LDoS indicates the % of devices that have reached their last date of support from Cisco.

Service Coverage indicates % of devices that are currently covered under a Cisco service contract.

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The Account Overview tab provides helpful insights to maintain and manage assets and entitlements. The Device Coverage tile:1. Choose to view devices

covered or uncovered by architecture or installed country.

2. Guide Me explains what information the tile displays, and actions you can take.

3. Data can be viewed either in graphical or list view. In the graphical view, clicking on a specific bar will list the details for your selection.

4. View Assets helps to drill-down further into the specific data set selected.

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Click legends to filter the view

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Expiration of Services & Subscriptions and Device LDoS tiles can be filtered by selecting a specific legend like Past End Date or Has Passed

The platform has three additional tabs (Services & Subscriptions, Licenses, and Devices) to view all your assets and entitlements!

Services & Subscriptions

Licenses

Devices

ALL ASSETS AND ENTITLEMENTS

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Selected SA & VA selections remain constant while navigating between

tabs

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Select tab to view details on your assets and entitlements

Licenses can be viewed by License Features or Version Upgrade

Licenses

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Search Manage ColumnsFilter Export Open Case Software Version

Upgrade

Take actions to effectively manage your assets and entitlements across all three tabs - Services and Subscriptions, Licenses, and Devices. These actions are common across the previously mentioned tabs

(Services & Subscriptions, Licenses, and Devices).

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CopySort

Global Search

Search Filter Export Sort Manage Columns

Global Search Search

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Copy Open Case Version Upgrade

Global Search is a quick and easy way to locate assets & entitlements based on a variety of inputs, such as serial number or contract number across all tabs in all the SAs you can access.

To use global search:1. Input a minimum of 3

characters in the search bar and click the search icon.

2.View results displayed across three filters –Category, Smart Account, and Inventory View.

3.Select Switch to Main View to take actions on any of the search results. This will take you to the tab based on your selection in the Filters pane for Category.

Search Sort Manage Columns


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Copy Open Case Version Upgrade

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Filter Export

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Search


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Search Sort Manage Columns Copy Open Case Version Upgrade

Use Search to find data within a particular tab (Services & Subscriptions, Licenses, and Devices) of the selected Smart Account

Filter Export

Applied filters will display on the UI. To remove filters, click ‘X’

Filters allows you to filter assets and entitlements based on the selected fields. If the search results are fewer than 100K lines, more filters will appear to help further narrow down the search.

Chapter 1Login





Search Filter Sort Manage Columns Copy Open Case Version Upgrade

Based on your persona and permissions, you may see additional filters like ‘Inventory View’ which helps you filter on assigned and unassigned assets and entitlements.

Assigned view displays all assets and entitlements assigned to the selected SA and VA. Unassigned view displays all assets and entitlements assigned to the selected SA but not yet assigned to a VA.

Export

Export allows you to download reports:1. To export individual records, select record(s).2. To export an entire page of records, select the checkbox at the column header.3. To export all records, click on the dropdown next to the column header and click

on Select All On All Pages.4. Click Export to open the Export pop-up dialogue box.

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Search Export Sort Manage Columns Copy Version Upgrade

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Filter Open Case

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In the Export pop-up dialogue box:1.Select the File Type: CSV or

XLSX.2.Pick the details to include in the

report.3.Select whether to download the

report immediately or offline.4.Click Export.

Chapter 1Login





Search Sort Manage Columns Copy Version Upgrade

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Filter Export Open Case

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Sort allows you to sort the entire data set including items not displayed on the current page:

1. Click the column header to highlight the column you want to sort.

2. Click the sort icon to sort and toggle:

Ascending (A-Z) Descending (Z-A)

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Search Export Sort Manage Columns Copy Version Upgrade

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Filter Open Case

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Manage Columns gives you the flexibility to choose the columns of data you want to view :

1.Click Manage Columns to open the columns selector.

2.Select the columns you like to display from the columns selector.

3.Click Apply.

4.Click the X to close the selector.

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Copy and Copy with Headers gives you the ability to copy any item displayed in the tables in all three tabs- Services & Subscriptions, Licenses, and Devices and paste it into an application of your choice, e.g., word, excel, etc:

1. Right click on the item you want to copy.

2. Select Copy to copy just the item or

3. Select Copy with Headers to copy the item along with its header information.


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Open Case gives you the ability to launch the support case manager tool. You can open a support case for one device, service, or subscription at a time from the line view page and the detail view page.To open a support case from the line view page,1. Click on either Devices or Services &

Subscriptions tab.2. Select Assigned and Covered within

the filters.3. Click on the three dots next to the

line item to open the in-line action menu.

4. Select Open Case to be taken to the Support Case Manager.

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The Open Case function will only appear if the user has been granted appropriate permissions by the administrator

Filter Export

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To open a case from the detail view page,1. Click on the line item to open the detail view page.2. Select Open Case from the Actions drop-down menu to be directed to the Support Case Manager.

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When on the Devices tab, the Open Case function is only available for a device that is covered under an active contract

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When creating a support case from MCE, Support Case Manager will be pre-populated with all the readily available information.


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Order Version Upgradeallows you to place a software version upgrade request from the Assigned view.

To order software version upgrade

1.Click on Licenses.

2.Select Assigned view.

3.Click Version Upgrade to see all the licenses available for version upgrade and go to Create Order page.

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Filter Export

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In the Create Order page;

1.Select Product license to expand and get a detailed view.

2.Update Order Quantity for the required product you’d like to order.

3.Click the pencil icon in theOrder Virtual Account columnto deposit ordered licenses to a VA.

4.Click Proceed to Order to be taken to the Review Order page.

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In the Review Order page,

1.Review summary of upgrades.

2.Enter the eDelivery Email under the Order Details section. Note, this is mandatory in order to receive your order confirmation.

3.Click Place Order to proceed to the DocuSign page.

4.Click Back to return to the Create Order page to edit your order.

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Review the document on the DocuSign page

1.Click Continue to be taken to the document

2.Digitally sign the document.

3.Click on Finish to display the Order Confirmation page.

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In the Order Confirmation page

1.Click Done

An email will also be sent to the eDelivery email address provided by you.

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Filter

View History

Search

Track all past and present transactions that impact an asset

Search for specific events or actions within a Smart or Virtual account

Filter transactions based on various filters such as date and user

Chapter 1Login





MCE provides a History tab, allowing the user to:

The History tab displays events and actions that have impacted assets and entitlements in a SA/VA:

1. The History tab maintains details such as Event Date, Event, User (who executed the event), event details and notes captured during the event.

2. The Search All functionality allows you to find specific details contained within Event details, Notes or both.

3. The Filters functionality filters events by: user who executed the event, Event Date, or Event Type.

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SECTION 2:

SMART ACCOUNT ADMINISTRATOR ACTIONS

Chapter 1: View Your Assets

Chapter 2: Take Actions

Term Definition

Assigned Assets

Services, subscriptions, licenses, and devices that are tagged to a Virtual Account within the Smart Account allowing users (in addition to SA Administrators) to view the assets in MCE and access entitlements to those assets.

Unassigned Assets

Services, subscriptions, licenses, and devices associated to the Smart Account’s Anchor Party or Parties. Unassigned assets can be viewed by SA Administrators for assignment to a Virtual Account permitting SA and VA users the ability to view and access those assigned services, subscriptions, licenses, and devices. Users other than SA Administrators cannot view or access entitlement to unassigned assets.

GLOSSARY


Chapter 2Take Action

Contracts and Subscriptions

View

Assign Status

Inventory View

Determine assets assigned to Virtual Accounts.

View assigned and unassigned assets associated to the Smart Account Anchor Location.

Easily view details of services and subscription coverages by individual product level or by contract or subscriptions level.

MCE provides Smart Account administrators additional insights such as:

Assign Status Inventory View

Assign Status provides insights on assets which are assigned to a VA

Indicates the % of assets that are assigned to a VA

Contracts & Subscriptions view



Only SA administrators can see the Assign Status tile in the Account Overview tab.

SA administrators can view all assets associated with the SA’s Anchor Location, including those assets not yet assigned to the SA and a VA. The Inventory View may be filtered to display all assets, assigned assets only or unassigned assets only. These filtered views are available within the Services & Subscriptions, Licenses, and Devices tabs for SA administrators only.1. Assigned lists all assets that are assigned to the SA and a VA.2. Unassigned lists all assets associated to the SA but are not yet assigned to the SA and a VA.3. All lists assigned and unassigned assets for the SA.



Assign Status Inventory View Contracts and Subscriptions view

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On the Services & Subscriptions tab, SA administrators can view inventory by Contracts and Subscriptions View, or by Product. • Product View provides details at the line level.• Contracts and Subscriptions View provides details at contract or subscriptions level.Both views have the Inventory View filter.



Assign Status Inventory View Contracts and Subscriptions view

Assign the Unassigned Assets to a Virtual Account to provide the ability to view, manage, assign, create, and request support services of those assets.

Create additional Virtual Accounts to organize your assigned assets and entitlements into different categories to provide ease of visibility, use, and user access.

Edit Account AssignmentAssign to Virtual Account



Note: Only Smart Account Administrators can view and assign Unassigned Assets to a Virtual Account.

Company Logo

PRODUCT VIEW CONTRACTS & SUBSCIPTIONS VIEW

Assets can be assigned to a VA individually or in bulk within the Product view or Contracts & Subscriptions views



Edit Account AssignmentAssign to Virtual Account Company Logo

Assign to a Virtual Account gives you the flexibility to assign the unassigned assets in the Devices or Services & Subscriptions tabs to a VA.

To assign assets to a VA individually:

1. Select Unassigned view

2. Hover over asset name to invoke the inline actions menu

3. Select Assign to a Virtual Account from the inline action menu



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Assigning your assets enables users to take additional actions on those assets, such as open a support case, and unifies access control for the SA.

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To assign assets to a VA in bulk:

Select Unassigned view

Click the checkbox next to multiple records

Select Assign to a Virtual Account



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Selecting Assign to a Virtual Account will display a pop-up to:

Select the VA in the dropdown list or

Create a new VA

Select Assign to assign item to the chosen VA



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Threat of new entrantsServices & Subscriptions Threat of new entrantsDevices

Edit Account Assignment gives users the flexibility to move assets and entitlements from one virtual account to another, thereby altering user access to these assets

Product View

Contract and Subscriptions

View

Select the assets you would like to edit assignment for and click “Edit Account Assignment”

Step 2Edit asset assignment in Cloud & Software Subscriptions window

Step 1Edit asset assignment in Services & Software Subscriptions Window

Step 3Review and Submit Assignments

Select the assets you would like to edit assignments for and click “Edit Account Assignment”

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Edit Device assignment in “Devices” Window

Review and Submit






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Edit Account Assignment can be done for Services & Subscriptions:

Click Services & Subscriptions tab

Select Assigned view

Filter by Products or Contracts & Subscriptions

Select the checkboxes for each item you would like to edit and click Edit Account Assignment

Assign all, Remove, or Add selected services & subscriptions to selected virtual accounts. Submit your Account Assignments

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Edit Account Assignment can also be done for Devices:




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Click Devices tab

Select Assigned view

Select the checkboxes for each item you would like to edit and click Edit Account Assignment

Assign all, Remove, or Add selected devices to selected virtual accounts. Submit your Account Assignments

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Hover over the default image and click on Change

Drag and Drop or Browse an image in the Change Logo pop-up

Click Change to upload the new image or

Click Cancel to go back to the Account Overview page

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You can change the logo for your SA that resides on the MCE Account Overview tab.

To change the logo to your company logo, in the Account Overview tab,

Get Help!

Access Reference Documents

SECTION 3:

WHERE TO…

GET HELP!• MCE Support: [email protected]• Smart Account Support: Email to sa-adoption-

[email protected] • Smart License Support: Email to [email protected]

ADDITIONAL REFERENCE DOCUMENTS:• MCE Overview Video • Refresh Smart Account basics• Refresh Smart License basics

https://video.cisco.com/detail/videos/data-and-analytics/video/6016073384001/my-cisco-entitlements-mce-overview?autoStart=true

https://www.cisco.com/c/en/us/products/software/smart-accounts.html

https://www.cisco.com/c/en/us/products/software/smart-accounts/software-licensing.html

THANK YOU!