July 2014

Business Benefit – Configuration Tool

This tool allows to generate and download verified product configurations for all
your new orders.

The Configuration Tool offers our partners a convenient way of configuring our
products on an order number level. With just a few steps, you can generate a
quality checked configuration for all your new orders. The respective material list
can be downloaded in csv and xls format.

Please use this material list as your order sheet for ordering with your
distributors or your local Unify branch to ensure a consistent product
configuration for all your orders and minimize coordination efforts with your
supplier.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Classification in our system landscape
Webshop (online ordering tool within Partner Portal):
This tool allows only partners directly linked to headquarters to order products online
in the German SAP system and includes product configuration and pricing.

Offer-to-Order Tools for quoting, configuration and ordering:

Are comprehensive tools for all partners for the creation of offers incl. prices,
configuration, Pre-Sales-Support integration and partner layout.
Besides quoting it also includes configuration functionality of ECS and an order file
including prices that can be uploaded in SAP systems. Examples of an 'offer-to-order'
tool are Metis or Visual Project.

Configuration Tool (online product configuration tool within Partner Portal):

This tool will allow all partners - i.e. the once not (yet) using Webshop or one of the
Offer-to-Order Tool to verify a product configuration online based on the same ECS
function used within the Webshop.
It only provides a verified list of materials (xsl file without prices) that can be used to
place orders easier at the Local Entity or the distributor.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Partner Portal Homepage – after Login
You can find the configuration functionality in the
section “Sell” of the top navigation.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Partner Portal Sell Section –
Configuration Tool

Please click here to access

the configuration tool.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

 Generic Information

Please click here to start the

configuration.

Note that within Partner Portal only

new orders and no installed
base orders can be configured.
Downloads are only available
in csv.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Product Selection and Country of Installation
The Transaction ID will be
created automatically. But it
is also possible to give a
individual name.

(1) Drop down

field with Unify
product portfolio.

(2) Please select the country

of installation.

Optional: Change
between offer and order level.
(3) Language selection for Usually no change needed.
the configuration system.
(4) After you have made
the selections above
please press send.
Copyright © Unify GmbH & Co. KG 2013. All rights reserved.
Configuration Interface
The Information about the
configurator can be seen by
clicking on this symbol

Exapmple:
Information about the
Basic system

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Project/Price-Specific Input Not Relevant
(Exception: HiPath 4000 with IPDA)
Only in some more complex HiPath 4000
configurations (with IPDA) you may need to
provide a number in the “Customer Project” field.
You will be asked to access our Project Number
tool. In this case please make sure that your
company‘s Proxy Server allows the HTTPS
access on Port 8444/8443 for ecs.unify.com

In the Configuration Interfaces may ask for

pricing/project-specific input (e.g. Sora).

For the Configuration Verification and the

Qualified Lists of Material these
sections should be generally ignored.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Configuration Verification and Qualified List
of Material
(2) If you push
the “P” button you will see the list of material
on your screen (see next slide).

(1) If the configuration check is ok, you

will see the green smiley and you may
download the list of material. Otherwise
you will be linked to the
missing/incorrect information. After
modification please check here again
for verification

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Download of List of Material
If you push the download link, choose
“Open” and a csv file is shown.
Please save this as xls file.
Alternatively you can choose “Save”
the file and then change the sufffix of
the file from csv to xls format.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Closing the Configuration Interface

Please click
here to close the
configuration interface
after the download.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

Starting of New Configuration or Closing
the Session
If you click here you can start a new
configuration. A new configuration interface
will open again.

For ending your

session of the configuration
tool please click the logout
button or close your
browser.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

 FAQs
Will the Configuration Tool be available in all Partner Portal countries and to all partners?
Not necessarily. In general we released the tool to all partners in Partner Portal. But specific countries may
have restricted access through our role based approach.

Do I need to install additional software?

No. Just the browser settings have to be checked. The popup blocker has to be off and the URL
https://ecs.unify.com has to be added to the trusted sites.

How can I get support in handling the tool?

Help for the Configurator is attainable by clicking the question mark directly in the Configurator. If your
need more guidance please contact your account manager or your responsible local Unify Pre-Sales
team.

Will the Configuration Tool replace any existing tools supporting the full offer-to-order process?
No. The Configuration Tool is only a simple, web based way to generate an order list for a new system
which is checked against configuration rules. It will not support extension business and show any prices.

Will the Configuration Tool provide a completely automated configuration?

No. The completely automated configuration will be provided with Offer-to-Order Tools like Metis. The
Configuration Tool is designed as a workaround for partners that have not yet access to one of the Offer-
to-Order Tools. Once Visual Project is rolled out broadly the Configuration Tool will become obsolete.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

 FAQs
Can I save my configuration for later modifications?
No. Due to the preliminary character of the tool, this option is not provided.

Is the Configuration Tool using the same configuration system as Offer-to-Order Tools?
Yes. There is only one common underlying configuration system which is the so called ECS. Metis is using
the same source. The provided tool in Partner Portal is a pure online configuration service, no pricing
included. For partners already using an offer-to-order tool, there is no additional benefit.

Does the Configuration Tool allow configurations for installed base?

No. We are not targeting that. More complex tools like Metis support the complete offer-to-order process
also for the installed base. The Configuration Tool is restricted to new systems.

Who will be held responsible in case of errors/bugs/missing items in a configuration?

The Configuration Tool is designed to help you to create a pre-qualified configuration. But - like all software
- bugs can not be completely excluded. It remains the responsibility of the organization placing the final
order to verify the automatic configuration. If you experience any bugs in the tool, please inform our
Customer Service Desk at customer-servicedesk@unify.com or via the Partner Portal to further improve
the tool.

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.

 FAQs
Can I import the resulting excel file in other tools like Webshop, Metis or Project Pricing tool?
No, this is not the focus, no formats for re-use in other existing tools will be provided. Focus is the
creation of a initial, validated list of material without the help of Unify experts. The configuration can be
loaded in the Web-shop by manually modifying the list of material to a csv file usable in the Webshop.

Why does the Configuration Tool allow me to select older product versions or products which are
not released for my channel?
The Configuration Tool is based on a common configuration service (ECS) used in all countries and
channels. Therefore all products worldwide are included in the underlying service.

How can I avoid differences between the Configuration Tool and my price list?
The ECS is updated regularly and hence new items may be available for selection. If you do not use the
latest price list, you might not notice that an item is now available in the price list and make the offer to
your customer without the price of that item. To avoid this, please check the monthly Delta/Revision
packages (will also be available on the Partner Portal “Supply - Ordering & Pricing Support” section) .

Copyright © Unify GmbH & Co. KG 2013. All rights reserved.