Partner Portal Introduction

Trend Micro
July 2019
Table of Contents
1. Partner Portal Home
8. Market Development Funds
2. Deal Registration
9. Education
3. Product Cloud
10. Specialization Training
4. Sales Library
11. Company Profile & User Profile
5. Not for Resale
12. Company Logo & Certifications
6. Support Case
13. Renewal Reminder (EU)
7. Managed Service Provider Program

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Partner Portal Homepage

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Partner Portal Homepage (1)
Switch to sales, support or
Quick Links: promotion dashboard by role
• Product Cloud Deal
• Registration
• Sales Library
• Education Portal

Newsletters & Events:

• Content comes from
regional existing News,
Campaigns, and Events
• Maintain by region

Social Medias:
• Trend Micro Facebooks & Twitter
• Can be display variety by regions

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Partner Portal Homepage (2)
Promotion Section
Sales Section

Support Section

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Partner Portal Homepage (3)

Company Profile:
• Display Partner company logo
(please ask your channel account
manager to upload)
• Partner Tier
• Partner Specialization

Trend Micro Contact List:

Training Record:
• Channel Account Manager Profile
• Course Title
(Name, Email, Contact Number,
• Status
Profile Picture)
• Expiration Date
• Regional Support Information
(Contact Number, Email)

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Deal Registration
Deal Registration rewards our partners for finding and qualifying
new sales opportunities.

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Login to Partner Portal and click Register a Deal

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Search and select End Customer Account

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 B
Fill-in all required fields and
click Save as Draft/ Submit
A

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Submit the Deal Registration successfully

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Product Cloud

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Login to Partner Portal and click Product Cloud

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Click “Go to Product Cloud” in the introduction
page and authorizes the login by clicking Allow

A B

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Login to Product Cloud successfully

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Sales Library

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Login to Partner Portal and click Sales Library on the
left-hand side

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Sales Library Homepage
Input the key word and click magnifier for searching Apply filters to target documents you want in a
documents quicker way
A B

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Not for Resale (NFR)
• Trend Micro Product
• TippingPoint
• Deep Discovery
*Demo the Trend Micro Product in the follow slides

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Login to Partner Portal and click Not For Resale
under Partner Program

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 Fill-in the User Count and Select the Product
B
Submit the NFR Request
Click Request NFR on the page
A

Agree to the T&C and Click Submit for Approval

C

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Review the NFR Request
You can see the NFR Request and License Key in the list
A

Notification Email for Approved NFR Request

B

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Support Case
• Create Product Profiles
• Submit a New Case
• Manage My Case
• For more details, please visit:
https://success.trendmicro.com/user-guide-new-request#using-the-form

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 Login to Partner Portal and click Post-Sales under
Support

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Click Submit a Support Case

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Click Submit a Support Case

New Support Case form

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Create New Product Profile Input all Required Information and click Submit Change
Click Update or Add a Product Profile
C
A

Click Add a New Product Profile

B Select the Product Profile when submitting new Cases

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Create a New Support Case
Input all required fields and click Submit

Case Fields Definition

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Manage My Cases – Review Cases
Click the Case to review the solution & status
Click Manage My Cases in the Post-Sales page
B
A

Case Detail
C

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Manage My Cases – Update Cases
Input the comments/ Upload attachments on the Case
A

Click Add Updates

B

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Managed Service Provide
(MSP) Program
Self-Apply for TM MSP program from Partner Portal.
Only Primary Contact has the privilege to apply the program for
the company

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 Login to Partner Portal and click Join more Trend
Micro Partner Programs under Partner Program

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Click the button Managed Service Providers

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Accept the MSP Terms & Conditions

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 Fill-in the MSP Application Form and Click Submit

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System shows you have registered successfully and
you will receive the Notification Email

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Market Development Funds
(MDF)
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Login to Partner Portal and click Market Development
Funds under Marketing tab

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You can contact your Channel Account Manager or
support team to apply the funds

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Education
• Education Portal
 Login to the Education Portal
 Enroll Courses
 Launch Courses
• Authorized Training Centers (ATC)
• Certification Programs

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Login to Partner Portal and there are couple quick links
on the page to go to Education Portal
• Education Portal quick links on the
Home Page

• My Training under the Education

tab

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Education Portal Homepage

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Search for Courses
Click Training Catalog
A Enter the key words and click the
magnifier for searching
B

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 Check the course under My Training
Enroll and Launch the Courses C
Click the Enroll button
A

Click Launch to start the course

The message shows you have enrolled the course B
successfully D

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Authorized Training Centers
Click the Authorized Training Centers under the You can see the Country, Company Name, Courses that
Education Tab ATC provided and Language that ATC supported in the
list
A
B

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Certification Programs
Click the Certification Programs under the You can see the Program datasheet
Education Tab
C
A

Click the Program name B

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Specialization Training
Trend Micro provides self-online training courses for Partners to
qualified themselves for Specialization Program

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Login to Partner Portal and click Specialization Training
under Education

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For the first time enroll, please go to Education Portal
first for the one time registration

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Choose training courses for different Specialization
under each tab

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Click Register to Enroll the Courses

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Register successfully and redirect to Education Portal

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You can download the Datasheet for more details
Data Sheet

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Company Profile &
User Profile
Company Profile:
• Primary Contact can update company information
• Download Partner logo and Certifications
• View training records of employees

User Profile:
• Self-update contact information
• Change Partner Portal password
• View training records
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Login to Partner Portal and click Company Profile on the
upper right corner

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 If you are the Primary Contact of your company, you are able to
edit the company information by clicking Edit button on the page

A B

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In Company Profile, you will see the information in the tabs:
Employee Certification List
Partner Logo

Self-download
Certificates

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Login to Partner Portal and click My Profile on the
upper right corner

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 You are able to update your contact information by
clicking the Edit button on the page
A B

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In My Profile, you can change your Change Password
password:

You can also view your training Training Records

records:

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Company Logo &
Certification Download
Self-download Partner company logo and certifications with
Trend Micro Partner authorization for different Partner tier and
Specialization

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Login to Partner Portal and click Company Profile on
the upper right corner

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Click the tab Partner Logos to download Tier/ Specialization logo
A B Tier Logo

Specialization Logo

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 Click the tab Create Certificate to generate and download
Partner Certifications

A B Partner Certificates

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Renewal Reminder for
Partner (Europe)
Provide service for Europe partners to self-download renewal
reminder reports in Partner Portal

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Login to Partner Portal and click Renewal Information under
the Sales tab

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Download the Renewal Report – Request Folder Password
Click the button Send Password to Email to request the Request the password successfully, please check your email box
folder password
B
A

Password Email

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Download the Renewal Report
Enter the password and click submit, the file will be down
Go to the report folder
B
A

Click the report line to download the reports

C

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Thank you &
Please share us your feedback!

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