put user reference guide · cisco systems, inc. cisco confidential 1 put reference guide cisco...

Cisco Systems, Inc. Cisco Confidential 1

PUT Reference Guide Cisco Commerce Workspace 8.0

2 Cisco Systems, Inc. Cisco Confidential

In this guide, you will learn about various features and functions of Product Upgrade Tool (PUT) and the PUT process:

• Navigation Paths to PUT

• Profile Manager

• PUT Software Upgrade End-to-End Flow

• Advance Upgrade Options

• Q3FY14 Enhancements

• Manual Order Request

• Error Handling

• Access Additional PUT Information

© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3

Product Upgrade Tool

• The Product Upgrade Tool (PUT) enables Cisco Partners to electronically order Application Software upgrades based on contractual agreement.

• The pre-requisites to get upgrade entitlements are:

• Software License - A valid software license has been purchased from Cisco or an authorized Cisco reseller for each software application update to be ordered through the PUT. Software licenses are not transferable.

• Service Agreement - Customers ordering a software update from Cisco must have a valid service agreement like SASU or ESW / UCSS or SWSS etc.

• Eligible user types are - Distributer, Retailer, End User, PICA.

• PUT URL - http://tools.cisco.com/gct/Upgrade/

What is PUT?

http://tools.cisco.com/gct/Upgrade/


In this section, we will access PUT through various sources.


Navigation to PUT

• Cisco Software Central

- http://software.cisco.com/swcentral/home.html

• Cisco Commerce Workspace

- https://sso.cisco.com/autho/forms/CDClogin.html

• Product Upgrade Tool

- http://tools.cisco.com/gct/Upgrade/

http://software.cisco.com/swcentral/home.html



https://sso.cisco.com/autho/forms/CDClogin.html





Navigation to PUT via Cisco Software Central

Partners can access the Product Upgrade Tool (PUT) from the Cisco

Software Central. Click Upgrade and Update, Click the Software

Upgrade (PUT) link.




Navigation to PUT via Cisco Commerce Workshop

Partners can access the Product Upgrade Tool (PUT) from the

CCW homepage. Click Software Upgrade (PUT). Click the

Software Upgrade (PUT) link.




Navigation to PUT via Cisco Login Page

Partners can access the Product Upgrade Tool (PUT) from the

Cisco Login page. Enter your User name and password to be

taken to Software Upgrade (PUT) home page.





In this section, we will access PUT and complete the Profile Manager for your organization information.


From the PUT home page, you can choose either Guided or

Advanced to process your upgrade. enter the contract number

in the Contract Number field and select Advanced if you know

the SKU you wish to upgrade. To proceed, click the Continue

button.

PUT


PUT

If a contract is not associated with the customer profile, a

warning message displays a link to the Profile Manager where

you will update your organization profile.


How to Use PUT From the Profile Manager page, click the Organization tab

and enter select your Job Role, Job Title, and Job Lever from

the drop-down menus. Click the Submit button.


How to Use PUT

Once your information has been updated, select the Additional

Access tab.


How to Use PUT

Click the Cisco Channel Partner or Authorized Reseller link.


In this section, End to end PUT order for Software Upgrade is shown


PUT Software Upgrade Order End-to-End Flow

From the Product Upgrade homepage, enter the contract

number in the Contract Number field and select Guided. To

proceed, click Continue button.



On the Guided Method page, the Upgrade Selection tab

appears by default. The Product Group displays the SKU

grouping. Select the Product Group.



Selecting the Product Group, prompts you to select the Product

Option, Current Version, and Upgrade Version. Choose your

selections and click the Continue button to proceed.



The Upgrade SKU tab appears displaying a list of Upgrade

SKUs based on the options you selected. Click the Continue

button.

You can click the Add Another Upgrade button if you want to

add another Upgrade SKU.



• If available, click the link to view if you are being shipped

media or license or both.

• Select how many licenses you will need in the License Key

Requested column. You can select Single pack for all licenses or

Multiple for one pack each license.

• Select either Physical or eDelivery for the Delivery Option.

Some products are not available for eDelivery.

• Select the Quantity of products.

Choose your selections and click the Continue button to proceed.

If you select the Advanced option on the PUT Home Page, the Upgrade

Summary appears by default displaying all available Upgrade SKUs

i



All new Party User Interface that allows searching, creating and adding

customer address in the Shipping Details tab..

Email address to be entered for eDelivery



User can choose from address stored in Favorites or click

on Search/Create for more options



If Search/Create selected then User can search for addresses using

Site Id or the two mandatory fields of Country and Customer Company

Name.



If address is not found using search criteria user can create an address.



Address can be created with the option to save in Favorites.



User can and has to add the shipping

contact.



User can select from existing contact or create a new contact.



User can opt to keep

“Receiving” as

Contact or create a

new contact



Read the Product Upgrade Tool – Software Ordering Rules

and click the Agree button if you agree with the rules.



The Review and Submit tab appears displaying the details of

your upgrade. Review the details and click the Edit link if

changes are required.



When you finish reviewing your software upgrade order details,

click the Submit Order button to submit your order.



The order submission confirmation message is displayed with

your Order ID number for your reference.

You can click the New Request link to start another software

upgrade request.



Sample of confirmation email sent out when PUT order has

been submitted by user.

User to add [email protected] email address to non

spam filter

mailto:[email protected]





Sample of confirmation email sent out when PUT order has

been submitted by user.


In this section, we will access PUT via CCW and select the Advance Option to place order.


From the PUT home page, enter the contract number in the

Contract Number field. PUT will auto-suggest contract

numbers based on the contracts in your profile. Next, if you

know the SKU you wish to upgrade, select the Advanced

option.

Access PUT


Advance Option

• If available, click the i link to view if you are being shipped media

or license or both.

• Select how many licenses you will need in the License Key

Requested column. You can select Single pack for all licenses or

Multiple for one pack each license.

• Select either Physical or eDelivery for the Delivery Option.

Some products are not available for eDelivery.

• Select the Quantity of products.

Choose your selections and click the Continue button to proceed.

If you select the Advanced option, the Upgrade Summary

appears by default displaying all available Upgrade SKUs


Advance Option

If quantity ordered is more than the “Eligible Orderable

Quantity” then an error message is generated advising on

options on how to proceed.

Click on link for

Manual order.


In this section, Manual Upgrade Request Table is selected


Key Features

• New page for you to place Manual Upgrade Order request:

• You will have to enter valid contract number against which upgrade is being requested.

• You can enter the exact upgrade product that will be validated or specify the description for the upgrade request.

• You can specify Physical or eDelivery as your delivery preference.

• The Form will validate your entered quantity against Maximum Orderable Quantity.

• You can select Shipping Address and enter order details. This is the same page as for Ordering.

• All details entered will be captured in an email and sent to a Customer Support agent for processing.

• Customer Support validates the contract and your entitlement and books the order.

Manual Upgrade Request Template



If you face issues with PUT, such as an upgrade entitlement

failures under contract or unable to create an Upgrade Order,

click the PUT Support – Contact Info link.



The Manual Upgrade Request Template allows you to submit a

request for a manual upgrade order. From the PUT Support –

Contact Info page, click the Manual Upgrade Request

Template link.



From the Manual Upgrade page, the Upgrade Information tab

appears by default. You will:

• Enter the Contract Number. This is a required field.

• Select either Physical or eDelivery for the Delivery Method.

• If you know the Upgrade SKU, enter the SKU in the Upgrade

Product column, else,

• Enter the current software you have or a description and the

version along with the upgrade version you need in the Current

Product with upgrade version.

• Enter any other information you want to provide in the Additional

Notes column.



Scroll over and enter the quantity in the Quantity field. Click the

Continue button to process the order and shipping details.



Under the Shipping Address tab, enter the order and

shipping details. You will follow the current process for

completing Order shipping information and contact

information. You must enter the correct contact information so

Customer Service can reach you, if needed.

Note: The Shipping Address tab is explained in the PUT

Software Upgrade Order End-to-End Flow section in this

guide.



If you enter an invalid Upgrade SKU, a warning message will

appear. Click the Close button to enter the correct SKU.


PUT enhancements for Q3FY14 to Shipping Address tab – Party User Interface.


New PUT Enhancements for Q3FY14

• New Party UI –: An interface that provides you with the flexibility to search, create and store customer addresses into favorites.

• Search for customer address from Customer Registry in Shipping Details tab

- - Mandatory search criteria: Name of company & Country

- - Partial search criteria: Site ID & Customer name

• Create new customer address in Shipping Details tab

• Create new contact details for customers in Shipping Details tab

• Save customer address as Favorites in Shipping Details tab

• Product Number in the Upgrade Summary tab now has a Information icon with pop up giving additional information on product being shipped

CCW PUT Enhancements Overview


In this section, Error message handling are shown


Key Features

• User friendly error messages: The error messages displayed will tell you the exact cause of the error.

• Error Code: The error messages will have a specific error code that can be used as reference when reporting issues to Customer Service.

• Suggested action to take: The error message will provide the action you need to take, including directional URL if you need to go to some specific page or send an email.

Error Handling


Error Handling – Some Examples

Once you enter the Contract Number and click the Continue

button, if the Contract is not Active, the Error message appears

displaying the error code and the suggested action you should

take. The error code is “105” and the suggested action is

contact “Customer Service.”



Once you enter the Contract ID and click the Continue button,

if the contract ID contains products that are not active, the Error

message is displayed.



Once you enter the Contract ID and click the Continue button,

if the contract ID is not eligible for Major SW Upgrades, the

Error message is displayed.


In this section accessing additional information on PUT is shown


Additional Information About PUT

Once you access PUT, you can view additional information

about the tool. You can click the links for News and

Enhancements, User Guides, Questions and Answers,

Glossary or PUT Support – Contact Info.



To view the PUT news and enhancements, click the News and

Enhancements link, then click the Product Upgrade Tool –

Recent Enhancements link.



The Product Upgrade Tool –

Recent Enhancements pages

give you a quick snapshot of PUT

recent enhancements.



The new User Guides feature in PUT allows you to download

the User Reference Guide in PowerPoint. To download the

guide, click the Users Guides link, then click the User

Reference Guide link.



Opens the PUT User Reference Guide in pdf in new tab



Clicking the Questions and Answers link displays a list of

questions. Click the link of the question you want to review.



Clicking the Glossary link displays a list of terms and their

meaning.



Clicking the Product Support – Contact Info link displays

information for you to engage with the Support team. You can

also request for an order upgrade by clicking the Manual

Upgrade Request Template link.


In this guide, you learned about 8.0 Cisco Commerce Workspace (CCW) enhancements to Product Upgrade Tool (PUT) and the PUT process:

• Profile Manager

• Access PUT from CCW

• Guided Upgrade Options

• Advance Upgrade Options

• Manual Order Request

• Error Handling

• PUT Software Upgrade End-to-End Flow

• Access Additional PUT Information

put user reference guide · cisco systems, inc. cisco confidential 1 put reference guide cisco...

Documents