Professional Documents
Culture Documents
Handbook
JANUARY 1, 2014
EMC believes the information in this publication is accurate as of its publication date. The information is subject to
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For the most up-to-date regulatory document for your product line, go to EMC Online Support
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Preface
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 3
Contents
4 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Contents
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 5
Contents
6 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Contents
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 7
Contents
8 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Contents
Glossary
Index
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 9
Contents
10 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
FIGURES
Title Page
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 11
Figures
12 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Figures
82 WalkerLink................................................................................................... 273
83 Collaborating Using Partner Central ............................................................. 274
84 VNXe, VNX, Avamar, and Data Domain Product Enablement ......................... 276
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 13
Figures
14 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
TABLES
Title Page
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 15
Tableses
16 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
PREFACE
Purpose
This document provides the EMC Services program policies, processes, and
knowledge needed for success in building a profitable and comprehensive services
portfolio with EMC. It reviews the requirements, benefits, processes, and tools
available for working with EMC Global Services. This document provides instructions
on how to access tools and procedures available to partners. If there is a discrepancy
between this document and a legal contract with EMC, the legal contract shall take
precedence.
Audience
This document is intended for EMC Services Partners and Partner Global Service
Leads.
Related documentation
The following EMC resources provide additional information:
◆ Service Offering Index
Powerlink.emc.com > Services > Professional Services Offerings > Service Offering
Index (SOI))
◆ Enablement Matrix
https://education.emc.com/part/post-sales/
◆ Partner Education Catalog
◆ Powerlink
◆ TS Kits
Powerlink.emc.com > Services > Professional Service Offerings > “Select a
product” > “Select a service”)
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 17
Preface
IMPORTANT
An important notice contains information essential to software or hardware operation.
Typographical conventions
EMC uses the following type style conventions in this document:
Bold Use for names of interface elements, such as names of windows,
dialog boxes, buttons, fields, tab names, key names, and menu paths
(what the user specifically selects or clicks)
Italic Use for full titles of publications referenced in text
Monospace Use for:
• System output, such as an error message or script
• System code
• Pathnames, filenames, prompts, and syntax
• Commands and options
Monospace italic Use for variables.
Monospace bold Use for user input.
18 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Preface
Your comments
Your suggestions will help us continue to improve the accuracy, organization, and
overall quality of this document. Send your comments to the Program Management
Office for the Americas, APJ, or EMEA, as detailed below:
Americas: PMOAmericas@EMC.com.
APJ: PMOAPJ@EMC.com
EMEA: PMOEMEA@EMC.com
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 19
Preface
20 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 1
EMC Services Program Overview
This chapter provides an introduction to the EMC Services program policies and
processes, and the knowledge needed for success in building a profitable and
comprehensive services portfolio with EMC.
The following topics are discussed:
◆ Introduction ..................................................................................................... 22
◆ Partner Types ................................................................................................... 24
◆ Program Goals ................................................................................................. 28
◆ EMC Services Engagement Models ................................................................... 29
◆ Eligibility and Qualification Criteria for Service Delivery .................................... 31
◆ Partner Management Office (PMO) ................................................................... 32
◆ Services Partner Community............................................................................. 33
◆ What’s Next ..................................................................................................... 34
EMC Confidential - Employee and Partner Use Only EMC Services Program Overview 21
EMC Services Program Overview
Introduction
With the EMC Services program, EMC offers foundational to in-depth, product-focused
training with EMC's proven Professional Certification program. This enables the
partner to build the skills and capabilities needed to offer a broad services portfolio
for EMC products.
EMC Services has three core paths to enablement:
◆ Implement - The Implement path focuses on the installation and configuration of
EMC technologies for customer solutions, and provides access to EMC global
services, tools, and methodologies
◆ Remote Support - The Remote Support path enables partners to provide
customers with remote technical support and troubleshooting, using EMC
Knowledge base and tools
◆ Onsite Support - The Onsite Support path offers on-site break/fix services for field
and customer-replaceable Units
The core documents for the EMC Services program can be found at:
http://powerlink.emc.com > Tools/Resources > EMC Business Partners > Services
Program > Program Overview
(http://powerlink.emc.com/km/appmanager/km/secureDesktop?_nfpb=true&_page
Label=image1a&internalId=0b014066806d9288&_irrt=true)
Requirements are identified in the EMC Services program Benefits and Requirements
document posted at http://powerlink.emc.com > Tools/Resources > EMC Business
Partners > Services Program > Program Overview. Partners must meet these
requirements, and any onboarding steps identified, before performing services on
EMC technology.
If there is a discrepancy between this document and a legal contract with EMC, the
legal contract takes precedence.
22 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
training certification, online support, and EMC delivery methodology. The Partner
Portal Web site provides direct access to the Partner Services Program and Partner
Online Support.
Partner Types
EMC Business Partner
Table 1 shows a range of EMC business partners and the varying roles they play in
providing an extension to the EMC Global Services delivery organization.
Global Services
Partner Sub-Contract Reseller Alliances
Services
Capability ASP P3 (PS) VAR/DMR Disti. OEM SPs Alliances
Implement
Remote
OnSite
Assembly
Implement, Remote, and OnSite Support roles span a number of partner types (ASP,
P3, VAR, OEM) who provide coverage where EMC's business model requires an
extension to existing services delivery capabilities, or to fill specific gap in regional
coverage.
The Approved Service Provider (ASP) and Professional Services Partner (P3) are
critical considerations within the support planning Regatta process for Out-of-Radius
coverage requirements.
Value Added Reseller and Direct Market Reseller (VAR/DMR) play key roles involved in
selling products and services for EMC, and those who meet the specific EMC Business
Partner program requirements (refer to “Eligibility and Qualification Criteria for
Service Delivery” on page 31) are also enabled to deliver their own EMC Implement,
Remote, and OnSite Support authorized services for specified platforms (refer to
“Deployment” on page 107 for details).
Enabled Implementation Partners’ commitments extend beyond the point of
implementation, focusing on quality, install base updates, and change control
management, and they are required to undertake the following:
1. Perform quality surveys of implementations (PSQs)
The PSQ Overview document may also be accessed directly at:
24 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
http://powerlink.emc.com/km/live1/en_US/Communications/Corporate_Marketing/
h8538-ho-partner-services-quality-program.pdf
Ensure that implemented/installed systems are included in EMC Installed Base
updates for SYR reporting via the PNT Tool (refer to “Partner Notification Tool (PNT)” on
page 134). Failure to complete this step may cause an unreported and unmanaged
DU/DL situation.
2. Follow the appropriate Change Control Approval (CCA) process for installations
and upgrades via CCA (refer to “Change Control Authorization (CCA)” on
page 115).
The following sections outline the various services related to EMC Business Partner
types, beginning with sales partners and then moving in the various servicing partner
descriptions.
26 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
Note: SE, SD, and SM partners will transition into the EMC Services Program.
Subcontract Partners
Subcontract (SubK) partners are authorized to deliver and perform services on EMC
engagements (PS Decision) as described below.
Service Provider
At this time, EMC delivers all installation, implementation, and maintenance services
on Service Provider (SP) engagements. A services program for SPs is being developed.
This program is planned to enable the SP to deliver all services currently provided by
EMC.
Program Goals
The EMC Services program is optional for all resellers. A limited product set is
provided to the Affiliate tier, which is documented in the Affiliate Enablement Center.
All Affiliate Elite Partners are eligible to join Services Partner - Implementation and can
be enabled on any product in the Services Partner - Implementation program.
The EMC Services program goals are as follows:
◆ Provide an opportunity for the partner to increase overall market penetration and
revenue by allowing the partner to generate revenue reselling and/or delivering
EMC services along with their own service offerings
◆ Allow partners to differentiate themselves by participating in EMC enablement
paths so they can build breadth and depth of services to deliver to their
customers, from planning design and deployment to support
◆ Reduce channel services conflict through clearly defined rules of engagement
◆ Enable partners to utilize EMC Services as their service delivery provider
◆ Ensure that all customers receive an optimal level of services delivery and
support, whether provided by a partner or directly by EMC
28 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
EMC Confidential - Employee and Partner Use Only EMC Services Engagement Models 29
EMC Services Program Overview
30 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
Note: Eligibility and qualification criteria may differ for OEM partners.
EMC Confidential - Employee and Partner Use Only Eligibility and Qualification Criteria for Service Delivery 31
EMC Services Program Overview
Support Functions
The PMO provides the following program support functions:
◆ Routing of Partner program-specific questions
◆ Facilitate Partner program onboarding requests
◆ Provide partner access enablement for EMC tools and collateral, including
Services Partner Web
◆ Conduct periodic program compliance reviews
◆ Creation of company-level Service Deployment letters, based on partner resource
completing required training and skills verification
◆ Provide partner transaction fulfillment activities
◆ Obtain system numbers required for conducting business with EMC:
• Master Agreement number
• Master Site ID number
• Logistics ID
Contact
EMC Online Support: http://support.emc.com
The Program Management Office may be reached via email:
Americas: PMOAmericas@EMC.com
APJ: PMOAPJ@EMC.com
EMEA: PMOEMEA@EMC.com
32 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Services Program Overview
EMC Confidential - Employee and Partner Use Only Services Partner Community 33
EMC Services Program Overview
What’s Next
This chapter covered the EMC Services program introduction, goals, engagement
models, rules, eligibility criteria, and partners’ requirements. The next chapter
explains the program starting point: reselling and delivering services. Here we'll
examine services-to-order, services enablement, and the product and services order
process.
34 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 2
Selling and Delivering Services
This chapter provides-information on the three EMC service business models and how
to add and augment products and services.
The following topics are discussed:
◆ Positioning the EMC Services Portfolio ............................................................. 36
◆ Service Enablement ......................................................................................... 46
◆ Ordering Services............................................................................................. 48
◆ EMC Product Warranty, Maintenance, and Use Rights ....................................... 56
◆ What’s Next ..................................................................................................... 57
EMC Confidential - Employee and Partner Use Only Selling and Delivering Services 35
Selling and Delivering Services
36 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
EMC provides an extensive portfolio of services. The EMC Services program provides
opportunity for partners to resell, enable, and jointly delivery these services.
◆ Consulting services to help customers assess business challenges and build and
execute on a strategy to achieve their objectives
◆ Assessment services to gather requirements for optimal solution.
◆ Implementation services to help customers plan, design, implement, and
optimize their product/solutions
◆ Managed services to fill knowledge, expertise, and resource gaps
◆ Training for skills development of new and traditional roles
◆ Customer support services to ensure business continuity and highly available
data in the customer’s environment
EMC Confidential - Employee and Partner Use Only Positioning the EMC Services Portfolio 37
Selling and Delivering Services
Note: EMC can be engaged to deliver all services to support the solution, or, for
enabled partners, EMC can be engaged for services that fall outside of the partner’s
enablement or through Cooperative Services which are jointly delivered. That is to
38 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
Cooperative Services
Overview
Cooperative Services are unique, as they are resold by service-enabled partners and
jointly provided to the customer by both the partner and EMC. This allows for the
partner to brand their own deliverables, maintaining full ownership of the customer
relationship throughout the sales and delivery process, while engaging EMC for
technical expertise in performance of the service. The services are co-delivered with
defined responsibility between EMC services and the EMC Services Partner.
Presentation and service overview information on these services can be found at
Powerlink.emc.com > Tools/Resources > EMC Business Partners > Services Program >
Cooperative Services. Furthermore, by selecting a product in this location's left-hand
menu, Service Briefs, presentations, and Sales Playbooks are provided to position the
services with customers.
EMC Confidential - Employee and Partner Use Only Positioning the EMC Services Portfolio 39
Selling and Delivering Services
Benefits
The primary benefits of Cooperative Services to partners are:
◆ Profitability: Cooperative Services increase partner profitability and maximize the
revenue opportunity for EMC’s valued resellers by extending partners’ service
capability and strengthening their portfolios to offer a more complete, higher
value, and differentiated solution to their customers
◆ Trust: Cooperative Services enable EMC Business Partner Program for Solution
Providers to advance their trusted advisory role and deliver increased value to
their customers by helping to accelerate the adoption and consumption of
transformational technologies and optimizing their EMC technology investment
◆ Solution Completer: Cooperative Services can extend and augment EMC Business
Partner Program for Solution Providers’ existing services portfolios to increase
partners’ competitiveness in sales situations
◆ Scale: Cooperative Services offer EMC Business Partner Program for Solution
Providers with existing service delivery practices the ability to easily and quickly
scale and extend their capabilities when faced with resource or geographic
constraints
Types
There are three types of Cooperative Services available as of January 2013:
◆ Health Checks (single event or subscription)
◆ Assessments
◆ Migration Services
Features
1. Cooperative Services are services that EMC and a qualified partner jointly deliver
2. Each Cooperative Service is based on the same scope and deliverables as a
standard EMC service, but with a work breakdown that is divided between EMC
and the EMC partner
3. Cooperative branding, as well as PS-COP-XXX model designation, present clear,
intuitive delivery distinction
4. The partner sells and owns the contract with the end customer (assuming all
customer responsibility and liability) and performs a defined and limited scope of
delivery
40 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
5. EMC will provide services to the partner to complete the service offering using
EMC's Virtual Service Delivery capability
6. Restricted to partners who have the requisite service delivery competencies to
complete the delivery of the whole service, as determined by their EMC Specialty
or EMC Services designation and service authorization on specific EMC
technology
7. Cooperative Services will be offered only as fixed scope and will not be modified
for the partner in any manner
8. Cooperative Services may be used as-is or as building blocks for larger,
value-added and differentiated, partner-delivered service engagements
EMC Confidential - Employee and Partner Use Only Positioning the EMC Services Portfolio 41
Selling and Delivering Services
If the Service falls short of the customer expectations, then custom services may be
developed. Typical scope includes:
1. Number of hosts and OS Types (includes ESX Servers)
2. Existing data and capacity
3. Number and type of applications
4. Storage file types: Block, File, etc.
5. SAN/ NAS infrastructure
6. Application Service Level Objective requirements (SLA)
Some of the base-level Implementation services are defaulted in the CXP ordering
system, where additional services need to be added to implement additional software
functionality and solutions, such as Disaster Recovery or Assessment and Design
services to meet customer specific Software License Agreements (SLAs).
Using the model number and description, partners can download the Service Brief or
Service Overview document to validate the services scope and set the correct
expectations with the end customer.
Partner Access
TS Kit Document Requirement Audience Description
Service Brief Reseller Customer and Describes the services. Contains contractual
partner legal statements concerning the engagement
and is the formal contract document between
the customer and EMC.
Service Overview Services enabled for Partner Defines the scope of service packaged
related product offerings for basic/ expanded services
The next section deals with the Service Offering Index (SOI), the location for the
Service Briefs and other related documents.
42 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
Using the filter on the product column, users can narrow down the SOI to display the
services related to that product. Clicking the highlighted service offering links users to
the corresponding TS Kit (refer to “Service Enablement” on page 46 for details).
Custom services are typically denoted by the service offering model number format
“PS-CUS-*”. Refer to “EMC Custom Service Offerings” on page 39 for details.
Cooperative Services are typically denoted by the service offering model number
format “PS-COP-*.” Refer to “Cooperative Services” on page 39 for details.
EMC Confidential - Employee and Partner Use Only Positioning the EMC Services Portfolio 43
Selling and Delivering Services
IMPORTANT: EMC delivery resources currently have exclusive access to tools and
processes to facilitate VMAX BIN File configuration and secure credentials for the
VMAX Service processor and ESRS setup.
VMAX
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Selling and Delivering Services
ESRS
EMC Confidential - Employee and Partner Use Only Positioning the EMC Services Portfolio 45
Selling and Delivering Services
Service Enablement
EMC Service provides TS Kits to give guidance in positioning, pricing, scoping,
managing, and executing the delivery of a service. Partners are provided access to
these kits based on the products they are enabled for by EMC Services program
entitlements. The downloadable kits are categorized by product and related services.
Refer to Powerlink.emc.com > Services > Professional Service Offerings > “Select a
product” > “Select a service”. They can also be found through the SOI, as described in
“Service Offering Index (SOI)” on page 38.
Partner Access
TS Kit Document Requirement Audience Description
Service Brief Reseller Customer & Describes the services. Contains contractual legal
partner statements concerning the engagement and is the formal
contract document between the customer and EMC.
Configuration Implement Customer & Field professional customizes this tool/template to reflect
Guide Services partner configurations specific to each customer (for example, add
enabled for host names, finalize custom configurations). This document
related product should be reviewed and agreed upon with the customer
prior to beginning the actual implementation. This
document will be completed during/after service and a copy
left with the customer.
Data Sheet Implement Customer & Product or services information and value/benefits
Services partner
enabled for
related product
Fact Sheet Implement Partner Describes the service offering: service positioning, scope
Services and scope exclusions, deliverables, service opportunities,
enabled for risks and considerations, delivery skills, and
related product recommendations.
Questionnaire Implement Partner Used for information gathering before finalizing the scope
Services
enabled for
related product
46 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
Partner Access
TS Kit Document Requirement Audience Description
Service Implement Partner Defines the scope of service-packaged offerings for basic/
Overview Services expanded services
enabled for
related product
Test and Implement Partner & Used to create a custom Test Plan. It should be reviewed
Acceptance Services Customer and agreed upon with the customer prior to beginning the
enabled for actual implementation.
related product
Work Breakdown Implement Partner Spreadsheet shows the effort--in hours, by task and by
Structure Services labor grade--required to perform an engagement. It also
enabled for documents the major steps to complete the service,
related product including resources and level of effort.
Access to a product's TS kit is based on the partner being enabled to provide services
on that product. As a partner completes the training requirements, entitlements are
added to their PowerLink profile providing access to the TS kits.
If you are unable to see TS kits, and think you should, contact you PGSL or the EMC
Services PMO.
Ordering Services
ChannelXpress (CxP) - Ordering System
Overview
ChannelXpress is EMC's configuration, pricing, and ordering application. Through this
system, partners can purchase products, spare parts, and EMC remote technical
support.
Tier 1 Partners can utilize CxP either directly or by placing orders through their EMC
distributor. Tier 2 Partners order through their distributor. In some circumstances,
partners who cannot use CxP must submit an order manually through the Partner
Support Center (refer to “Partner Support Center (PSC)” on page 189) so that the order
can be placed through DirectXpress (DxP).
Orders submitted through ChannelXpress contain not only the information about the
product to be shipped, but also the details used to determine what parties will be
performing the services associated with the order. Based on the order that the partner
submits, EMC is notified about which services, if any, EMC has been asked to provide.
The ChannelXpress for Partners landing page Powerlink.emc.com > Home >
Tools/Resources > ChannelXpress (click as opposed to drop-down) contains access,
multi-linguist, help, and training information. The URL of the CxP portal is
https://crm.emc.com/OA_HTML/emc_ibeCAcdLogin.jsp.
Usage
Reference the ChannelXpress Help Information landing page at Powerlink.emc.com >
Tools/ Resources > ChannelXpress > ChannelXpress Information for training
presentations that demonstrate how to access and operate the portal. Also refer to
“Ordering Products Through CxP” on page 170.
Help
Partners have multiple options for obtaining support on the use of CxP:
◆ The sales assistance feature of the ChannelXpress “Help Tab”
48 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
◆ Partners who buy directly from EMC can call the Partner Support Center (refer to
“Partner Support Center (PSC)” on page 189) in their region. Tier 2 Partners
should contact their EMC Services distributor's support line for assistance.
◆ Contact ChannelExpressSupport@emc.com (877-898-6225 Option 1)
Overview
Within CxP there are different locations called “stores” through which order
configurations can be built. In order to determine the appropriate store in which to
build a configuration, partners must know what support services they will be
providing in relation to the order.
Setup
Partners are given specific logins to use for ChannelXpress, depending on what
services they are enabled to provide by product, that dictate what stores they can see.
There are specific logins for non-servicing, Remote Support, and Onsite Support
Partners. If a partner is Remote Support enabled for VNX, and they are placing an
order for a VNX, then they would authenticate using their Remote Support login.
Usage
Below are the common stores that partners use to place orders, and the situations in
which they are used:
◆ All Solutions Store - for EMC Services resellers reselling EMC services
◆ Manage Compliant Store (M Store) - for product orders that the partner will be
providing Remote Support services on
◆ Support Compliant Store (S Store) - for orders that the partner will be providing
Onsite Support services on
◆ Services Enabled (SE) Core Hardware Store - for orders that include
partner-provided Onsite support for the VNXe product family
For each of the stores above, there are geographic sub-stores. Orders should be
placed in the store that corresponds with the geography of the installation site.
If a partner is ordering multiple products at the same time, from different product
families, and does not plan to provide the same type of support services on the
different products, then the orders must be placed in separate stores.
Configuration Example
Following is a walk-through of a more advanced Data Domain configuration, the
Professional Services associated with that Configuration Cart (those checked by
default and those manually added), and an explanation of why those services were
chosen.
The first question that the partner faces is whether or not to include the
implementation services with the cart. The default answer is “YES.” The configurator
will determine which services for base implantation are needed.
50 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
Because we have a DD670 with 1 ES30 Shelf, the following service has been checked
by default: “PS-BAS-DD06 - Implementation for Data Domain 1 to 6 Shelf System QS.”
This service is the base line implementation and will cover any Data Domain system
that has 1 to 6 shelves purchased.
As we scroll down the page we see that the services are grouped by type and that the
displayed services are checked. These following services must be manually checked.
◆ PS-BAS-DDOR - Implementation for DD Boost and Oracle RMAN
Added because the customer want to also backup Oracle via RMAN direct to Data
Domain. This service allows for time and configuration of RMAN and Data Domain
to accomplish this.
◆ PS-BAS-DDBT - IMPL DD BOOST NBU ADD-ON QS
Added because the customer has NetBackup and wants the Data Domain and
NBU configured to talk via boost.
We also see training modules checked which are added by default:
This particular customer also wants to establish secure Alert Notification connectivity
to EMC's Global Support Teams, thus the service for the EMC Support Gateway was
added.
◆ PSINST-ESRS - INSTALLATION OF ESRS GATEWAY
Note: This service provides for the installation of a new ESRS Gateway, it does not
provide for the actual Gateway software. The customer would need to order
ESRS-GW-200 to secure the actual software.
52 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
As the last category of services options in the cart, Optimize covers supplemental
add-on services that are not required, but add continuous value to the solution.
◆ PS-CUS-DD - Health Check for Data Domain
Typically a customer Data Domain service model number; in this case it is being
used to sell the Health Check service. The customer can purchase this service to
use after the solution has been deployed for a period of time and determine if the
solution is providing satisfying requirements, including scalability. This service
can foster incremental sales and provide insight in the form of how the data is
being backed up and how well the Data Domain system is performing.
◆ PS-BAS-INTNBU - Integration Enablement for DD and NBU QS
A service that provides for a best practices consultative workshop on the Data
Domain appliance enabling the customer to become operationally self-sufficient
in their NetBackup backup environment. The authorized resource will work with
the customer in order to gain an understanding of their relation to interoperability
and appliance performance with NetBackup.
54 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
“EMC TO INSTALL THIS If a partner is enabled by the Implementation Services program to install the product
EQUIPMENT” included on the order, then they select “NO” from the drop-down menu.
If a partner is not enabled to install the product, then they should select “YES.” This
statement applies to all EMC Services Partners because not all EMC products have
enablement paths available to partners.
“EMC TO SERVICE THIS If a partner is neither Remote Support nor Onsite Support enabled for the product on the
EQUIPMENT” order, then the answer to this question would always be “YES.”
A Master Services Agreement (MSA) number must be submitted when “NO” is answered.
Based on the MSA number submitted with the order, EMC knows that the partner is
authorized to provide either Remote Support or Onsite Support services on the order.
CONTACT and SITE The primary purpose of these fields is to determine where to ship and install the product
INFORMATION as well as who the Partner Project Manager and customer point of contact are.
If EMC is to install the order, then the contact and site fields are of paramount
importance. This information feeds the requests that are generated to EMC Technology
Solutions (TS). Misinformation results in delay in installation.
56 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Selling and Delivering Services
What’s Next
The next chapter provides information on enablement and training for EMC Services
Partners.
58 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 3
Enablement and Training
EMC Confidential - Employee and Partner Use Only Enablement and Training 59
Enablement and Training
60 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Enablement and Training
Once you click the course button, a complete training path is created and loaded.
Please be patient, this may take a few minutes. When the requested training path is
displayed, click “Confirm” to start. Remember, this training is free. Take the training at
your own pace—you can stop at any time and come back to restart using the
“Relaunch Existing Training” button on the AEC training landing page.
After product training and subsequent tests have been successfully completed by a
partner resource for the first time, a Deployment Letter will be sent to the partner in
order to explain what services the partner resource has become enabled to deliver
(refer to “What it means” on page 108). Note that the training must be taken in the
vertical order presented in the AEC. Furthermore, a partner must be deployed in
product Implementation before they can become deployed in product Remote
Support & Onsite Support, unless the Implementation and Support training is
bundled.
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Enablement and Training
Note: The partner decides if they want to provide Implementation Services for the VNX
product family.
Note: Before they can be deployed on EMC products and solutions, some partners are
required to attend the associated training and pass the relevant certifications. Refer
to refer to “EMC Services Product Enablement” on page 66.
Certification is the process by which EMC validates the theoretical knowledge used to
provide services. In most cases, EMC Services Partners must be certified in order to
deliver services on EMC products. The Certification landing page at
https://education.emc.com/default_part.aspx > Certification outlines the certification
process start-to-finish. Product certifications that relate to the same type of service
are grouped into Certification Tracks (refer to https://education.emc.com/
default_part.aspx > Certification > Certification Framework). In the case of the EMC
Services, Certification Tracks generally align to the three components of the program:
62 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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Location Telephone
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Enablement and Training
supported by the “VNX Solutions Specialist” training. The training landing page at
https://educationstg.emc.com/default_part.aspx > Training outlines the partner
training process.
Note: Partner enrolls in the VNX Solutions Implementation Engineer (IE) Specialist
training to prepare for the corresponding E20-390 Exam.
Training Schedule
A training schedule is updated weekly at
http://www.emc.com/partnerships/resources.htm > Access Service & Support
Resources > EMC Services Partner Web > Training Schedule. Training is listed by
course, GEO/region, location, number of available openings, and delivery method.
64 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Enablement and Training
You can also find training schedules on the Education Services portal at
https://education.emc.com/default_part.aspx. Search for the course title and click on
“Schedule.”
Practice Exams
There is a preparatory practice test for every exam. These practice exams are available
to all partners that have access to the Education Services portal at
https://education.emc.com/default_part.aspx > Certification > Exams & Training.
Although certifications do not expire, the EMC Services program requires partners to
refresh their skillsets in order to maintain a “deployed” status (refer to “Maintaining
EMC Services Skillsets” on page 143).
EMC Confidential - Employee and Partner Use Only EMC Services Enablement 65
Enablement and Training
Note: For details on specific training and exam modules, go to the Education Services
Micro Site at https://education.emc.com/part/post-sales/
Note: Training and certification requirements for OEM partners are documented in the
Partner Services Operations Plan.
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Enablement and Training
Skills Building
Online Practical Labs
What is the Online Lab?
◆ A 2-day proctored lab to validate the partner’s practical skill (some classes are
1-day)
◆ A replacement for the old Mentoring program
Who should attend an Online Lab?
◆ Those who have completed the Implementation Engineer VILT and want to be
authorized to deliver implementation and installation services for that product
Are there any prerequisites?
◆ You must have successfully completed the prerequisite test and EMC Services
Implementation Operations module
◆ It is recommended to have completed the VILT and certification, but this is not a
requirement
VNXe --
Isilon Yes
VMAX/Symmetrix Yes
XtremeCache --
VPLEX --
Avamar Yes
NetWorker Yes
SourceOne --
Atmos --
Centera --
Replication Manager --
App Sync --
DLm --
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Location Telephone
88 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Enablement and Training
What’s Next
The next chapter describes the EMC Services Partner - Implementation program. The
Implementation program enables the partner to perform installation, implementation,
and remote connectivity.
90 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 4
Implementation Program
Program Overview
From the Implement and Support Services Sub-Space Homepage, click Program
Overview to be redirected to the eduTube, where the Director of Global Services
Partner Programs provides a high-level summary of the Implement and Support
Services programs available to you.
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EMC Confidential - Employee and Partner Use Only Implement and Support Services Automation Tool 93
Implementation Program
Resource Center
From the Implement and Support Services Sub-Space Homepage, click Resource
Center for a list of components to the Implement and Support Services program, and a
table aligned to each piece that provides a more detailed explanation and/or link to
any collateral.
94 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Implementation Program
◆ The Champions Programs section holds a brief overview page along with
information on the SPEED/USPEED programs, as well as direct links to each
Champions program corner within the Services Partner Community
◆ The Quality table allows you to connect to Walker directly and also view a
presentation containing instructions to use the Walker tool
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Implementation Program
◆ Qualify: Qualify means that a partner should be in the reseller program and have
achieved a run rate to drive a services business. Partners should then develop a
services strategy to look at investment resources, utilization, and how they can
use EMC services to support offerings they are developing.
◆ Onboarding: The appropriate contractual agreements are in place and business
plan is agreed upon
◆ Portfolio Readiness: Clear understanding of the services opportunity for sell
through, cooperative, and advanced services sales
◆ Enablement: Partner resources have completed the training path for the specific
roles, and products and entitlement have been set up accordingly
◆ Verify: Implementation skills are verified by an EMC resource for the specific
platforms and the partner status has been setup in PRM
◆ Quality: Implementations are registered with EMC (PNT), quality surveys have
been completed (ASQ), and Partner resources maintain knowledge based on EMC
training updates
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Implementation Program
98 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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Requirement
All partners accepted into the Foundations EMC Services Implement program will
receive a welcome letter outlining the next steps.
Requirement
Partner must sign the EMC Services Implement Agreement (emailed to the partner when the
requirements above have been verified)
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All partners accepted into the certified EMC Services Implement program will receive a
welcome letter outlining the next steps.
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Note: Only Services Partner - Implementation Partners can access this training.
Skills Building
Enablement Requirements
Figure 40 indicates if OnLine Labs, Remote Guidance Services, or an Onsite EMC
engagement are required to complete the enablement process.
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Note: Foundation training is available for specific products, and is not a certification
path. Online Labs are available for specific products.
The EMC Services Skills Verification provides partners with a bridge from product
training and certification to practical field implementation. The program ensures the
required “hands-on” experience and knowledge of EMC processes and tools
necessary to be successful in delivering implementation of the applicable services. All
partner delivery engineers must complete the skills verification requirements for the
products for which they are entitled to deliver services.
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1 an individual passed the IE Certification • For ILT participants - Take operations module, then
Exam, but was never skills-verified, submit skills verification document
• For VILT participants - Take operations module, do
online lab, then submit skills verification document
(Guidance Services recommended)
2 an individual is an experienced, past EMC TS take operations module, pass exam(s), then have EMC
employee, TS sign skills verification document
3 a skills-verified individual wants to verify the new individual takes operations modules, passes
skills of another colleague, exam(s), and mentor submits skill verification
document to EMC
4 An individual’s skills verification has been take operations module, pass exam(s), then have EMC
waived by EMC TS, TS sign skills verification document
5 an individual wants to learn while delivering sell an EMC Services engagement, and work
a billable engagement, along side the EMC Services team
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Guidance Services
Guidance Services are a requirement for a partner organization to become Implement
enabled, and are positioned as the final skills verification step in the process (refer to
Figure 39 on page 101).
There are two types of Guidance Services that can be used as the final step to Partner
enablement and skills validation.
1. Virtual Guidance Service
2. Onsite EMC engagement Guidance Service via a PS engagement
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Implementation Program
3. Mirror EMC delivery resource best practice and maintain service delivery quality
Where required, the partner will need to order the appropriate Guidance Services to
engage EMC's remote delivery resource to complete the process. This includes
specific partner-submitted documentation review and sign-off before and after the
implementation phases to assist in driving consistent services delivery, best practice,
and quality.
The TS Kit describes the steps in full detail. Refer to “Service Enablement” on page 46
for details.
In addition, an assessment will be made of the partner’s Implementation capability
according to the specific skills verification plan during the engagement. There may be
more than one remote assessment required before the partner reaches the required
standard according to the skills verification plan.
VNXe No -- --
VNX Foundation No -- --
XtremeCache No -- --
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Data Domain QS No -- --
NetWorker No -- --
SourceOne No -- --
Atmos No -- --
Centera No -- --
Replication Manager No -- --
App Sync No -- --
DLm No -- --
1.In some cases, an alternative to Virtual Guidance may be available. Contact your local Profession-
al Services (PS) for availability.
Deployment
◆ Upon completion of all requirements for enablement, the partner resources
records in PRM will be updated on Partner Central for that product
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◆ The partner will be flagged as deployed if they have the correct number of
resources enabled
◆ If the partner has a Services Partner - Implementation contract with EMC, they will
be sent a Deployment Letter authorizing them to deliver implementation and
installation services for the product
◆ Their Powerlink and support.emc.com entitlements will be updated
◆ After PRM is updated and a deployment letter is queued, EMC will send a
Welcome Letter to the individual who is now authorized to do service
◆ This Welcome Letter will be confirmation of their deployment status to be valid for
one (1) year. It will include a reminder about registering for Services Partner
Community and vLab, and advise that their Powerlink entitlements will be
updated. It will also include a note about being set up in WalkerLink and a
reminder to send PSQ surveys.
What it means
EMC partners receive Deployment status upon completion of training criteria for EMC
products. Partners will receive a Deployment letter that initiates the partner into the
Professional Services (PS) deployment program and allows the use of branding and
recognition for service enablement. The letter sets out the services the partner is
authorized to deliver to customers. Each letter is based on the individual product set
where the requirements have been achieved. This will validate completion of training,
certification, practical requirements, and skills verification as required. All
deployment letters are valid for one year.
Where stored
PRM will be the central repository for tracking on all criteria. The partner resources will
be responsible for maintaining their achievements and contact information in Cert
Tracker, as this will feed to PRM for tracking (refer to “CertTracker” on page 139).
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When letter is issued, who sends it to the partner, and how long it is expected to take?
Letters are issued on a quarterly basis. At the end of each quarter a compliance review
is conducted through PRM and all partners that have achieved the outlined
requirements within that quarter will receive a letter for that product. Once a partner
receives the letter from the respective PGSL organization, it is valid for one year from
that date.
Letters are refreshed the first of January each year, and partners receive an updated
letter for each product they are deployed in.
If there are any updates to the services authorized to be performed based on training
updates, knowledge maintenance requirements, product changes, or additional skills
verification, an updated letter will be sent to the partner company upon completion
and tracking of additional activity.
In addition to the services that partners are authorized to provide to customers,
deployment letters also include a section titled Additional Services. The partner can
resell the complimentary services found in this section in order to satisfy the
requirements of a customer solution. When these services are included on a CxP
order, EMC delivery resources are engaged to perform them. An EMC resource
manager will contact the partner to schedule the deliverables outlined in the Services
Brief.
Partners also have the option to continue their enablement, receiving new
deployment letters, to be able to deliver these additional services themselves.
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Implementation Program
◆ Americas: PMOAmericas@EMC.com
◆ APJ: PMOAPJ@EMC.com
◆ EMEA: PMOEMEA@EMC.com
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Implementation Planning
Overview
This section provides details on how to perform a product implementation using EMC
best practice guidelines as set out in the Service Offering Index (SOI) (refer to “Service
Offering Index (SOI)” on page 38). The SOI contains the Technology Solutions (TS) kit
documentation, including the Configuration Guide, Practitioners Guide (where
applicable), and the Test and Acceptance. These are essential resources to assist the
implementation phase. The table below describes their contents.
Configuration Services Customer & The Partner Field Professional customizes this
Guide enabled for partner tool/template to reflect configurations specific to each
related product customer (for example, add host names, finalize custom
configurations). This document should be reviewed and
agreed upon with the customer prior to beginning the actual
implementation. This document will be completed
during/after service and a copy left with the customer.
Practitioners Services Available for some Services only. Documents the major
Guide enabled for steps to complete the service and includes information to
related product assist with all phases of this service offering, including
resources and level of effort. This document is used as a
guide for the Solution Architect and the Implementation
Specialist in delivering an engagement.
Test and Services Customer & Used to create a custom Test Plan. It should be reviewed
Acceptance enabled for partner and agreed upon with the customer prior to beginning the
related product actual implementation.
EMC Confidential - Employee and Partner Use Only Planning and Executing the Engagement 111
Implementation Program
Tools
Overview
Tools represent a collection of web-based clients, executable programs, and
pre-made databases that simplify or automate implementation planning tasks. Many
tools are used during both the design and deploy phases of an implementation to
assist partners with constructs such as sizing and performance in the case of
pre-sales or upgrade activities.
The Tool Shed is a central location on the Service Partner eXchange for partners to
identify and request access and information about the tools. In the following sections,
some popular tools are listed by area of specialty, along with their typical application.
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The tools below represent a sampling of the most utilized tools across the product
groups. For a complete listing of tools refer to:
https://community.emc.com/docs/DOC-11497
Tools
Table 13 Tools
Tool Description
Networked Storage Designer - Unified (NSD-U) Configure CLARiiON, Celerra & Unified Storage arrays
EMC Migration Planner (EMP) Import CLARiiON, Unified, and Symmetrix. Generate
scripts for migrations or Symmetrix configuration.
EMC Backup System Sizer (EBSS) Calculates sizing for system configurations based on
assessment data (DD, Avamar, DD archiver)
Backup Quick Scripts Most up-to-date scripts for all Workbench tool products
Setup
Use of a tool may be restricted through a licensing process. The process and
requirements to obtain a license vary. The most mainstream method is documented in
the partner Tool Licensing Process at Community.emc.com > Services Partner
Community > Implement and Support Services Sub-Space > Documents > Partner Tool
Licensing Process. Additionally, tools may be packaged at download with an
installation guide containing technical specifications and unique procedures
associated with installation.
Use
There are four steps to using a tool to work with data:
◆ importation
◆ analysis
◆ interpretation of results
EMC Confidential - Employee and Partner Use Only Planning and Executing the Engagement 113
Implementation Program
◆ exportation
Tools may be packaged at download with a User’s Guide, and their respective Tool
Shed Wiki page may contain video demos.
Help
For guidance in terms of what tools to use, obtaining licenses, or communication of
feedback, leave a comment on the Tool Shed. The main email contact for technical
troubleshooting of tool installation and use is TS_Tools_Support@emc.com. However,
be sure to check the Tool Shed for the proper support contact for each tool.
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EMC Confidential - Employee and Partner Use Only Planning and Executing the Engagement 115
Implementation Program
◆ EDL
◆ EDM
◆ File Management Appliance
◆ Greenplum
◆ Infrastructure Services
◆ Invista
◆ NAS NS Series
◆ Netwin
◆ Software/Host
◆ Standalone Switch
◆ VNX
◆ VPLEX
◆ VMAX1
The RecoverPoint Change Control process is a manual procedure. Review the following
link for information on how to initiate RecoverPoint CCA:
http://10.241.171.170/RecoverPoint/Change_Control/
RecoverPoint_Change_Control_Process
For support and questions, email: recoverpoint_change_control@emc.com
1. Important: Partners may submit change requests for the VMAX array; however, in the case of
BIN File changes, the Service Processor can only be accessed by EMC CE or IDE at this time.
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Figure 42 Site Requirements Example - EMC VNX 5300 Unified Installation Guide
118 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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This briefing should take the form of a presentation, ideally a “white boarding,” of the
solution including the following:
◆ Product, product features, and software
◆ Host connectivity
◆ Zoning, mapping, masking, ESX server/ hosts
◆ FAST VP Configuration and Policies against tiers (VMAX and VNX)
◆ Auto-Provisioning
◆ Remote/Local Replication setup such as Mirrorview, Replicator, RecoverPoint,
TimeFinder, SRDF, Migration, etc.
Overview
The Procedure Generators provide step-by-step installation instructions for each
product. Partners select the feature they want to install and the wizards walk them
through the required activities. These utilities are updated at least once every 30
days.
Usage
The Procedure Generators can be downloaded from EMC Services Partner Web at
http://www.emc.com/partnerships/resources.htm > Access Service & Support
Resources > EMC Services Partner Web > Tools & Forms > Select Generator. This part of
the site is restricted to members of the EMC Services program. The procedural outputs
of these generators can be saved as files so that partners can equip themselves both
online and offline.
Following is a list of available Procedure Generators:
◆ Atmos Procedure Generator
◆ Avamar Procedure Generator
◆ Avamar Customer Procedure Generator
◆ Celerra Procedure Generator
◆ Centera Procedure Generator
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Note: Training for VMAX installation and FRU replacements is generally available for
EMC and partner consumption through the Symmetrix Platform Engineer track.
However, as noted earlier, access to the Service process via secure credentials for BIN
File configuration and execution is not available to Services Partner - Implementation
Partners at this time.
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Note: Partner ESRS Installation is not available at the time of publication of this
document. It is planned for the first half of 2014.
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2013, Jan.28 WebEx Email Home Modem (aka ESRS - ESRS - ESRS -
Dial-Home) Gateway Device Client IP Client
Client
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2013, Jan.28 WebEx Email Home Modem (aka ESRS - ESRS - ESRS -
Dial-Home) Gateway Device Client IP Client
Client
Applicable products for Not Symmetrix, Symmetrix, Reference VNX (control Not
Linux Operating dependent VNX, Avamar, VNX, Avamar, “Supported station) supported
System on product Atmos, DLm, Atmos, DLm, Product”
Connectrix Connectrix section of
(Data the “EMC
Domain uses Secure
Auto Remote
Support) Support
Technical
Description”
(Data
Domain only
allows EMC
to connect
in)
124 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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2013, Jan.28 WebEx Email Home Modem (aka ESRS - ESRS - ESRS -
Dial-Home) Gateway Device Client IP Client
Client
Customer Not Can install, Can install, Cannot Can install, Can install,
Applicable except on except on install except on except on
Symmetrix Symmetrix Symmetrix Symmetrix
Involve- Remote Not Can install Cannot Can assist Can assist
Only by RPQ
ment with Support Applicable
(refer to
install customer customer
install- Partner with install, with install,
“Request for but should but should
ation and Product
ongoing not obtain not obtain
Qualification customer customer
connection (RPQ)” on login login
page 54 credentials credentials
Onsite License- Can install to Can install to Can install to Can install to
Support based SD Setup or EMC EMC EMC
(ASP/ SD EMC
Setup)
Partner
Note: With the release of ESRS v2.20, all ESRS Gateway capable products are now
supported on the Linux operating system. Refer to
https://support.emc.com/products/5571.
EMC Confidential - Employee and Partner Use Only Planning and Executing the Engagement 125
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Help
For general questions and configuration instructions pertaining to ESRS, go to <link to
be provided>.
For formal support during the time of Remote Connectivity installation, refer to
“Resource Center” on page 94.
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EMC Confidential - Employee and Partner Use Only Documentation (Project Closure) 127
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Customer Name:
Project Name:
Unique Project Indenter:
Completed Milestone(s):
Date Completed:
Deliverables:
• Successful completion of the following implementation: < text here>
• Configuration guide delivered to the customer? <check if complete>
• Test and Acceptance complete? <check if complete>
Signature Signature
Title Title
Date Date
IMPORTANT: After the project is complete (for example, the solution implementation
has been accepted by the customer), the partner must complete the PNT report (refer
to “Partner Notification Tool (PNT)” on page 134) in order to facilitate the hand-off
process. This is a critical step to ensure that the appropriate product and feature
registration is complete, and EMC Global Services Support is aware of the customer's
new solution deployment in EMC’s install base. Failure to complete this step will
result in customer difficulties with the EMC support process. For example, if the
customer’s configuration is not registered in EMC’s install base, then dial-home or
ESRS interactions may be missed.
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Note: Equipment that has been moved without EMC consent may forgo
warranty/maintenance, and will require equipment recertification to reinstate
warranty/maintenance.
Note: For customer installable products (for example, VNXe), EMC allows the customer
to relocate the equipment after the customer first notifies EMC of the new address.
The PNT tool includes a relocation page to assist the partner with the process.
EMC Confidential - Employee and Partner Use Only Documentation (Project Closure) 129
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Transfer to Support
Implementation Services Support
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Usage
The forms are used to report on the following activities:
◆ Installation with Remote Connection
• Use the online PNT for these products: Avamar, RecoverPoint (RP), Symmetrix,
and VNX
• VNXe does not use the PNT because it has a built-in registration wizard
• For VPLEX and Data Domain, PNT forms (refer to
http://www.emc.com/partnerships/resources.htm > Access Service & Support
Resources > EMC Services Partner Web > Tools & Forms > PNT Tool) must be
submitted to CSHelpDesk@emc.com.
◆ Upgrade with Remote Connection
◆ Remote Connection Only
◆ Site ID
◆ EMC Services Quality (PSQ) Survey
This interface is used to submit forms to the PSQ Walkerlink database in order to
request that a quality survey be sent to the customer.
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PNT Training
The “Partner Notification Tool” E-Learning module provides a step-by-step
walk-through of how to complete the different PNT forms. The module's course
number is MR-2WN-PARTNOTTOOL. It can be searched for on Education.emc.com >
Search Catalog or found directly at https://education.emc.com/i
ndex_login.htm?id=659164775.
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Setup
Affiliate Partners are added to the PSQ Database by the Partner Management Office
(PMO) based on information gathered in their Services Agreements. TS
Implementation Partners will be added to the PSQ Database using information
gathered by the Partner Managers (PM) and emailed to the PSQ Program Manager.
This information includes:
◆ the partner's PRM profile name
◆ the partner's HQ country
◆ the name and email address for one or more partner PSQ administrators, who are
given access to WalkerLink to send survey invitations
◆ the name and email address of one or more partner contacts to whom complete
surveys will be emailed
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Usage
Post-engagement, partners send an email invitation to the customer project lead to
take the survey through WalkerLink or PNT. The customer project lead clicks the link in
the email to complete the survey. Completed surveys are sent by WalkerLink to the
partner by email and can also be viewed in WalkerLink.
This survey consists of about 20 questions used to determine the perceived quality of
the engagement. Factors of analysis include:
◆ the service engagement process
◆ the delivery team's execution
◆ the deliverables provided
◆ the results achieved
Partners receive automated analysis of survey results that can be used to assess
which factors to improve upon in order to increase service quality and therefore
customer loyalty.
Help
For application and process support, partners should contact the EMC Partner
Manager (PM) or the manager of the PSQ program.
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Knowledge Maintenance
Managing Training Records
CertTracker
Overview
The purpose of this EMC Proven Professional portal is to record the history of
certifications and accreditations at have been achieved by an individual. The
information contained in this tool is confidential and only shared with the individual’s
express permission. The portal does not group accounts together to form partner
profiles; it only provides a view into the progress of individuals. However, CertTracker
supplies Partner Central (PRM) (refer to “Partner Central (aka Partner Relationship
Manager (PRM))” on page 140) with high-level passing information, thus it is
ultimately needed to provide a holistic picture of the partner level of program
enablement. The CertTracker login can be found at
https://education.emc.com/default_part.aspx > Certification > Manage Your
Certification.
Setup
Using the information below, partners complete the CertTracker registration form
https://educationstg.emc.com/default_part.aspx > Certification > Manage Your
Certification > Never logged in before?
◆ After passing the exam required for certification, the partner candidate will receive
an E-Certificate bearing their Candidate ID and Registration Number
◆ After passing the assessment required for accreditation, the partner candidate
will receive a Score Report bearing their Candidate ID and Registration Number
Usage
The portal is used to not only review progress, but also to request logos and
credential verification.
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◆ The Practitioner's CertTracker account bears the appropriate company name and
partner company-issued email address (as their primary email address)
◆ Certifications have been given a week to propagate through the system
If database relationship problems persist, partners can escalate to
PMOperations.Operations@EMC.com.
Setup
EMC Account Managers grant Super User licenses to the email addresses of
individuals whose names they will have procured without being prompted by the
partner. Super Users can then create new partner user accounts and contacts, as well
as grant Super User access to users. Those users can view and interact with the site to
perform non-administrative tasks. In contrast, contacts are static records that act as
placeholders for enabled partner resources. As the Partner Central database is related
to CertTracker and Saba, the accreditations, technological development, and
certifications of partners are updated automatically. Partner Central credentials are
not related to a partner’s Powerlink credentials.
Usage
The most critical pieces of services enablement information can be found through the
partner's profile:
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Implementation Program
Help
Reference the Partner Central landing page at Powerlink.EMC.com > Tools/ Resources >
EMC Partner Central for help with accessing Partner Central. Also, partners should
contact a Partner Global Services Lead (PGSL) if they have questions pertaining to
Partner Central and how it reflects services enablement.
Services Scorecard
The Services Scorecard is available to all EMC Services Partner users. It is used to
track the partner deployment status by product and service type. For example, if the
partner has not attended the associated training and passed the relevant
certifications, then the partner status in the scorecard will be marked “Not Deployed.”
See Figure 44 on page 142, where Symmetrix VMAX certification and training has
been completed which reflects a deployed status.
When Partner Central recognizes that the “Required” amount of partner resources
have achieved product certification, the “Actual” column will turn green to reflect that
the partner has satisfied the training criteria for deployment.
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Training Levels
Table 18 Training Levels
Services Training required for Training criteria for delivery of Expert level training available on
delivery of Implementation services Implementation services is found some products provides in-depth
for the product set is found in the on the Education Services site at sizing performance, advanced
Affiliate Enablement Center (AEC) at https://education.emc.com/part/ software features, and application
https://education.emc.com/main/ post-sales/ or in the Solution integration skills
elearning/Sales/VAEC_SABA_ Provider Education Catalog
migration/2012_vaec.html
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Implementation Program
NPI Training
EMC will provide regular updates to new product introduction, training, releases, as
and when they become available.
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Setup
The KM bundles and online assessment tests are sent to the email addresses of
individuals that have their certifications and accreditations listed in CertTracker (refer
to “CertTracker” on page 139). Knowledge maintenance updates are sent to resources
that hold current certifications. Resource with older versions of certification do not
receive the automated KM updates.
EMC Confidential - Employee and Partner Use Only Knowledge Maintenance 145
Implementation Program
What’s Next
The next chapter describes the EMC Services Remote Support program. The Remote
Support program enables the partner to provide L0, and, optionally, L1 and L2
support.
146 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 5
Remote Support Program
This chapter provides information on the EMC Remote Support program. The Remote
Support program enables the partner to provide L0, and, optionally, L1 and L2
support. The following topics are discussed:
◆ Support Overview........................................................................................... 148
◆ Onboarding for Onsite and Remote Support ................................................... 150
◆ Partner Training.............................................................................................. 151
◆ Partner Responsibilities ................................................................................. 152
◆ Out-of-Radius Support Implications................................................................ 156
◆ Field Change Order (FCO)................................................................................ 157
◆ EMC Support Responsibilities In Relation to the Remote Support Partner........ 158
◆ Partner Services Quality (PSQ) Program .......................................................... 159
◆ What’s Next ................................................................................................... 160
EMC Confidential - Employee and Partner Use Only Remote Support Program 147
Remote Support Program
Support Overview
Introduction
EMC Services Programs provide partners with the tools and skills to sell and deliver
the services needed to support end-to-end EMC solutions. You are encouraged to
become services-enabled on the technologies that meet your market needs and that
you are qualified to sell through your EMC Services Solution Provider agreement.
For more information, visit the EMC Services Resource Center at
http://powerlink.emc.com > Tools/Resources > EMC Business Partners > Services
Program.
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EMC Confidential - Employee and Partner Use Only Support Overview 149
Remote Support Program
Note: The Onboarding process for OEM Partners will differ from the process shown
above.
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Partner Training
Level 0 (L0) Support Training
EMC defines Level 0 as a first call between the customer and the Remote Partner. The
training required at this level is only needed in order to be able to determine the basic
issue and pass the calls to the responsible party. The training is typically the pre-sales
training course for a product, which covers an overview of the product.
Deployment Letters
Product-specific deployment letters are sent to the Remote Partner when the Partner
has completed the specific requirements of the program.
EMC Confidential - Employee and Partner Use Only Partner Training 151
Remote Support Program
Partner Responsibilities
Purchasing Product
EMC Services Remote Partners purchase products through EMC's ChannelXpress
(CxP) appropriate store order processing system, either directly (Tier 1) or through an
EMC Distributor (Tier 2), making sure to correctly enter the MSA#. Orders reflect the
Remote Partner service items and automatically adjust the maintenance pricing.
Technical Support
Partners that are Remote Support enabled for a product must provide the support
services on that product as specified in this section. Partner call centers are trained
and staffed to provide first call or Level 0, Level 1, and Level 2, among other
contractual obligations, to the end user. As detailed below, this Technical Support
consists of the initial response and follow-up responses provided to end-user
requests for technical assistance:
1. Entitlement - Determine that the EMC product is supported as applicable, and
renew software and maintenance agreements
2. Information - Provide general pre-sales and post-sales EMC product information,
and answer questions about product updates
3. Triage - Determine if the issue is with the EMC hardware/software or with another
vendor's solution
4. Escalation - Create a Service Request (SR) with EMC
5. Facilitate - Act as the primary source of communication for error resolution status
reports with end users, and obtain any consents and/or approvals required from
the end user to enable EMC to provide EMC support services or otherwise perform
its obligations
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6. Troubleshooting - The EMC Services Remote Partner will identify, with the end
user, the characteristics and source of the problem, and utilize the Knowledge
base available via EMC's Online Support website to attempt to resolve the Service
Request
Remote Connectivity
The EMC Services Remote Partner installs remote connectivity between the system
and EMC. Remote Connectivity consists of dial home through modems (most
products), email home (all products), or EMC Secure Remote Services (ESRS) for
Gateway, ESRS, or device clients.
The Remote Partner cannot currently install ESRS Gateway, but must work with EMC to
have ESRS Gateway installed.
The partner can install ESRS device client, working with the customer to provide the
appropriate credentials. Refer to “Partner ESRS Installation” on page 122. When EMC
receives a machine-initiated call, EMC will work the case. The Remote Partner can set
up an email address to have the Partner receive the message when EMC is notified of
an issue.
For additional details, refer to “Remote Connectivity” on page 166.
EMC Confidential - Employee and Partner Use Only Partner Responsibilities 153
Remote Support Program
◆ Ensuring that the software is at current or one prior (N-1) Software Release, and
that products are installed into a supported configuration
◆ Resolving errors previously identified and addressed through documentation
available through EMC online support tools
◆ Acting as the primary source of communication for error resolution status reports
with end users, and obtaining any consents and/or approvals required from the
end user to enable EMC to provide EMC Support Services or otherwise perform its
obligations
◆ Refraining from arbitrarily changing the product settings, parameters, or
configurations recommended by EMC
◆ Ensuring that proper licenses have been obtained for all products, and that the
Remote Partner and the end user adhere to all licensing terms and conditions
L0 - L3 Support
Table 19 provides descriptions Level 0 - Level 3 support offerings.
Level 2 (L2) • Isolate, troubleshoot and re-create issue (if necessary) to identify the source of
the issue
• Define issue resolution action plan
• Deliver advanced support on the products and the end-users environment
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Hardware Break/Fix
◆ Deliver support required to complete a service request at equipment location
◆ Onsite defective spare parts replacement (as determined in Levels 1-3)
◆ Perform installation of field change orders
Parts Logistics
Refer to “Ordering Products Through CxP” on page 170.
EMC Confidential - Employee and Partner Use Only Partner Responsibilities 155
Remote Support Program
156 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Remote Support Program
EMC Confidential - Employee and Partner Use Only Field Change Order (FCO) 157
Remote Support Program
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Remote Support Program
EMC Confidential - Employee and Partner Use Only Partner Services Quality (PSQ) Program 159
Remote Support Program
What’s Next
The next chapter describes the EMC Services Onsite Support program. The Onsite
Support program enables a partner with a minimum of L0 Remote Support capability
(and, optionally, L1 and L2 support capability) to add break-fix, upgrades, and FCO
capabilities.
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CHAPTER 6
Onsite Support Program
This chapter describes the EMC Services Onsite Support program. The Onsite Support
program enables a partner with a minimum of L0 Remote Support capability (and,
optionally, L1 and L2 Remote Support capability) to add break-fix, upgrade, and FCO
capabilities. The following topics are discussed:
◆ Onsite Support Overview................................................................................ 162
◆ Onboarding for Onsite and Remote Support ................................................... 163
◆ Partner Training.............................................................................................. 164
◆ Onsite Support Partner Responsibilities ......................................................... 165
◆ Remote Connectivity....................................................................................... 166
◆ EMC Technical Support................................................................................... 168
◆ Ordering Products Through CxP ...................................................................... 170
◆ Field Change Order (FCO)................................................................................ 181
◆ System Replacement...................................................................................... 182
◆ Ordering Spare Parts ...................................................................................... 183
◆ Partner Services Quality (PSQ) Program .......................................................... 185
◆ What’s Next ................................................................................................... 186
EMC Confidential - Employee and Partner Use Only Onsite Support Program 161
Onsite Support Program
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EMC Confidential - Employee and Partner Use Only Onboarding for Onsite and Remote Support 163
Onsite Support Program
Partner Training
Level 0 (L0) Support Training
EMC defines Level 0 as a first call between the customer and the Onsite Partner. The
training required at this level is only needed in order to be able to determine the basic
issue and pass the calls to the responsible party. The training is typically the pre-sales
training course for a product, which covers an overview of the product.
Deployment Letters
Product-specific deployment letters are sent to the Onsite Partner when the Partner
has completed the specific requirements of the program.
164 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Onsite Support Program
◆ ensure that the software is at current or one prior (N-1) Software Release and that
products are installed into a supported configuration
◆ refrain from arbitrarily changing the product settings or configurations set or
recommended by EMC
◆ ensure that proper licenses have been obtained for all products, and that the
Onsite Partner and the end user adhere to all licensing terms and conditions
◆ execute the FCOs and TSEs applicable to their customer's products, as per EMC
recommendation. Refer to “Field Change Order (FCO)” on page 200 for more
information on FCOs and TSEs.
EMC Confidential - Employee and Partner Use Only Onsite Support Partner Responsibilities 165
Onsite Support Program
Remote Connectivity
Via ConnectEMC
ConnectEMC is a service which runs while monitoring event files, independently of
any host application. On the Symmetrix® product, client applications also register
with ConnectEMC to set up and transfer event files for those applications.
ConnectEMC currently runs on two operating systems: Windows and Linux. It is
distributed with, and configurable for, specific EMC products. Please refer to the
product Release Notes and documentation for additional information.
Via ESRS
EMC offers an IP solution using EMC Secure Remote Services (ESRS) for connectivity
over IP only between the end user customer and EMC.
Note: Not for all Partners. Only Service Delivery (SD) and, at some point, Implement (I)
Partners can do this.
Via Email
Information can be sent directly from ConnectEMC to EMC or to the EMC Services
Onsite Partner through email (SMTP).
166 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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EMC Confidential - Employee and Partner Use Only Remote Connectivity 167
Onsite Support Program
168 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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EMC's ability to determine the appropriate corrective action may depend on importing
and exporting data. In certain situations, EMC may require EMC Services Onsite
Partner authorization to work either directly or remotely with the failed system to
export/import data and install/run diagnostic service tools. If EMC is not granted such
authorization, EMC's ability to resolve the issue may be compromised.
EMC will exercise commercially-reasonable efforts to track SRs through the use of
EMC's case tracking system. EMC will correct problems reported in the current,
unmodified release of EMC hardware and software products based on the SR priority
level.
The following may require additional EMC consultative services at then-current fees,
including but not limited to:
◆ Writing and debugging scripts
◆ Data recovery from corrupted media
◆ Questions on performance, consulting, or extensive configuration
◆ Failure Analysis (FA) and Root Cause Analysis (RCA)
◆ Onsite attendance by EMC Technical Support personnel
EMC Confidential - Employee and Partner Use Only EMC Technical Support 169
Onsite Support Program
170 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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Email Addresses
North America (NA): PSCNAOrders@emc.com
International Orders
The following process should be used for international orders:
1. The EMC Services Onsite Partner sends the list of parts (with pricing) that they
want to order to their Partner Support Center (PSC)
2. The PSC checks the order to validate pricing
3. The PSC replies to the EMC Services Onsite Partner
4. The EMC Services Onsite Partner prepares a PO, and the support/OEM team sends
the list to the Order Desk, CQC, and Pricing team. CQC configures the list in
DirectXpress (DxP), Order Desk creates an Opportunity #, and the Pricing team
approves the price. The EMC support/OEM team also creates a PO in the EMC
format.
5. Once the PO in both formats is ready, the EMC Services Onsite Partner signs
EMC's PO format and sends it back to EMC
6. The EMC Order Desk validates the received PO with the configuration in DxP and
the pricing approved from the pricing team. Once approved, the PO is sent out for
manufacturing and shipment at the same time that the SO# is created.
The spares parts lists with EMC recommendations can be found on the EMC Services
Partner Web under Partner Logistics Programs & Pricing.
EMC Confidential - Employee and Partner Use Only Ordering Products Through CxP 171
Onsite Support Program
Email Addresses
Latin America (LA): PSCLA@emc.com
Europe, Middle East and Africa (EMEA): PSCEMEA@emc.com
Asia Pacific Japan (APJ): PSCAPJ@emc.com
Introduction
There are two processes for parts repair (EMC core and Data Domain). The EMC Core
primary parts replacement strategy is Return to Factory (RTF) and is covered under the
warranty. EMC Core offers at its discretion Parts Support, Parts Sharing, and Parts
Subscription options at an additional cost to the Onsite Partner. The Data Domain
parts replacement program is included in the Level 3 hardware maintenance contract.
Table 20 on page 173 and Table 21 on page 175 highlight the differences between
the programs for EMC Core and Data Domain.
172 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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Return to Factory
Program Attributes (RTF) Parts Subscription1 Parts Sharing Parts Support
Service Description Onsite Partner can Onsite Partner can Onsite Partner can Onsite Partner can
exchange failed parts exchange failed parts exchange failed parts exchange failed parts
for replacement parts for replacement parts for replacement parts for replacement parts
in warranty and out through EMC logistics through the EMC through the EMC
of warranty network existing logistics existing logistics
PAWS Returns - failed network. network.
parts are returned Local provisioning Local provisioning
through EMC USA and parts and parts
(APEX) and EMC management Management
Ireland (CORK) activities are not activities are
1-2-3 Process - failed included. included.
parts are returned
through the logistics
process to either the
Cork or Franklin
facilities
Warranty Terms Standard Parts Standard System Parts found to be Parts found to be
warranty as defined warranty as defined DOA within 30 days DOA within 30 days
by EMC. by EMC contract of shipment will be of shipment will be
PAWS Products - replaced at no charge replaced
Replacement parts
inherit the remaining
warranty of the
defective part
1-2-3 Process -
Warranty is at the TLA
level; the warranty of
the parts within the
TLA are co-terminus.
Post-Warranty Onsite Partner billed Not applicable Not applicable Not applicable
repair fees for Out of
Warranty material
Products Supported PAWS Process - All product families Clariion, Unified and Clariion, Unified and
Clariion, Unified, and except the AX100 Common families. Common families.
Common families and AX150 product Other product Other product
1-2-3 Process - All line families reviewed on families reviewed on
products case-by-case basis. case-by-case basis.
EMC Confidential - Employee and Partner Use Only Ordering Products Through CxP 173
Onsite Support Program
Return to Factory
Program Attributes (RTF) Parts Subscription1 Parts Sharing Parts Support
Partner Required to Onsite Partner must Onsite Partner Onsite Partner Onsite Partner
Buy Inventory purchase parts to should purchase should purchase should purchase
meet customer SLAs parts to meet parts to meet parts when EMC's
customer SLAs customer SLAs SLO does not match
customer SLAs
Advanced PAWS Process - Parts Part is shipped within Not applicable Not applicable
Replacement ship within two (2) 48 hours. Advanced
business days. Replacement cost is
Advanced $2500.00.
replacement cost is
$350.00
1-2-3 Process - Part is
shipped within 48
hours. Advanced
replacement cost is
$2500.00.
Non-Returned Parts Billed at EMC list Billed at EMC list Billed at EMC list Billed at EMC list
price if parts are not price if parts are not price if parts are not price if parts are not
returned within 30 returned within 30 returned within 30 returned within 30
days of date of days of date of days of date of days of date of
request request request request
Non-Defective Parts 15% restocking fee 15% restocking fee Not applicable Not applicable
applies applied. Fee is not
PAWS Process - Not currently accessed,
applicable but EMC has the
1-2-3 Process - Fee is contractual right to
not currently charge.
accessed, but EMC
has the contractual
right to charge
Program Cost PAWS Process - 10% of the MMC $1700 USD/part 4% of the sales
Advance (Monthly pulled (ASIAPAC- 2%)
Replacement fee. Maintenance transaction list price
Failure Analysis fee. Charge). 30% of MMC as set forth on the
1-2-3 Process - in EMEA. purchase order.
Advance There is no charge to
Replacement fee the partner for VNXe.
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Return to Factory
Program Attributes (RTF) Parts Subscription1 Parts Sharing Parts Support
Program PAWS Process - High Onsite Partners who Onsite Partners who Onsite Partners with
Use/Suitability volume sales do not want to track require a backup to installations located
partners, where warranty at the part existing in low density/low
partner has an level, but do need to infrastructure or to volume areas who
inventory of spare supplement their the Return to Factory wish to forgo an
parts to support spare parts inventory program initial investment in
customer inventory. New
1-2-3 Process - High partners or partners
volume sales entering a new
partners, where market where the
partner has an purchase of a spare
inventory of spare parts inventory is not
parts to support feasible.
customer with a 4
hour SLA
Process Methodology PAWS Process - Open Service Open Service Open PRU Service
Online request tool Request with Tech Request with Tech Request with Tech
available Support Support Support (refer to
1-2-3 Process - Email Parts Support
Process on EMC
Services Partner
Web)
Service Description Onsite Partner can exchange failed Onsite Partner can receive
parts for replacement parts during replacement parts during
the maintenance period (Data maintenance period if within EMC's
Domain has no warranty period). Logistics Network. Local provisioning
Advanced exchange is included in and Parts Management activities are
the program. included. (Next Business Day (NBD)
only)
EMC Confidential - Employee and Partner Use Only Ordering Products Through CxP 175
Onsite Support Program
Partner Required to Buy Inventory Onsite Partner must purchase parts Onsite Partner must purchase parts
to meet customer SLAs to meet customer SLAs that cannot
be met by this program
Shipment of Replacement Parts Replacement parts are processed for Replacement parts are delivered to
shipment Next Business Day (NBD). the address specified by the partner
with NBD delivery
Non-Returned Parts Billed at EMC list price if parts are not Billed at EMC list price if parts are not
returned within 30 days of date of returned within 30 days of date of
request request
Non-Defective Parts 15% restocking fee applies 15% restocking fee applies
Program Use/Suitability Onsite Partners, where Onsite Partner Onsite Partners (within EMC's
has an inventory of spare parts to Logistic Network) with installations
support customer located in low density/low volume
areas who wish to forgo an initial
investment in inventory
Process Methodology Open SR via voice/web with Tech Open SR via voice/web with Tech
Support Support
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The registration process for PAWS support starts with the partner providing the
required information to their PGSL. The EMC Services Onsite Partner provides the
official name of their company along with a CS Site name to their PGSL. The partner
provides the following information to the EMC PGSL:
1. Ship-to address for the replacement parts, including address, city, state/province,
postal code, and country
2. Ship-to contact name and contact phone number
3. Bill-to information, including address, city, state/province, postal code, and
country
4. Bill-to contact name and contact phone number
The PGSL provides the EMC Services Onsite Partner with their PAWS ID and password.
The PAWS system access is found on EMC Service Partner Web. The EMC Services
Onsite Partner signs into the PAWS system.
There is no registration process required for the EMC 123 logistics process. All EMC
products are supported by the EMC 123 process. The EMC 123 process is more
manual for both EMC and the EMC Services Onsite Partner.
For the 123 process, the partner contacts EMC Logistics at LOGSBPINT@EMC.COM to
obtain a Return Material Authorization (RMA) number. The partner provides the serial
number of the system. The system warranty status is checked, and, if under warranty,
there is no charge for a replacement part. The PAWS system does the RMA
EMC Confidential - Employee and Partner Use Only Ordering Products Through CxP 177
Onsite Support Program
automatically. The failed part is then sent to the designated EMC manufacturing
service facility at the partner's expense. The replacement part is sent to the partner at
EMC's expense. For overnight shipments outside of the United States, EMC is
committed to ship to the country's customs agency. The partner must use
EMC-provided shipping containers and be in conformance with good shipping
practices.
The PAWS and the 123 process are not used for full system replacement. Partners use
the Mechanical Replacement process for full system replacement when needed.
The EMC Service Partner Web contains lists of spare parts for each platform, along
with their purchase price (not including partner discount) and repair price when a part
is out of warranty. There is a visual FRU list located in the CLARiiON section that shows
where the part serial number is located. The PAWS system checks the warranty of the
specific serial number by first selecting the “Check warranty expiration of serial
numbers” button, then selecting the “order replacement parts” button, and finally by
entering the FRU serial number to obtain the RMA number.
PAWS does allow advanced replacement by choosing “expedite” when placing the
order. A purchase order is required to process these requests, as there is an
additional charge for this service. In addition, the PAWS system can be used to
request a Failure Analysis (FA) of a part. There is an additional fee for the FA request.
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All of the parts programs are documented on EMC Services Partner Web
EMC Confidential - Employee and Partner Use Only Ordering Products Through CxP 179
Onsite Support Program
180 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
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EMC Confidential - Employee and Partner Use Only Field Change Order (FCO) 181
Onsite Support Program
System Replacement
These processes are not used for full system replacements. For mechanical
replacements, a DOA/ELF/Mechanical Replacement Request Form (MRRF) should be
submitted to the appropriate Support Manager.
◆ Requests for domestic mechanical replacements within North America should be
forwarded to LogisticsOnCall-USA@emc.com.
◆ Requests for international mechanical replacements should be forwarded to
LogisticsPlanningCork@emc.com.
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EMC Confidential - Employee and Partner Use Only Ordering Spare Parts 183
Onsite Support Program
4. The PSC manually builds the quote and books the order based on the PO (there
should be a contract between EMC and the partner describing terms to govern all
deals)
Email Address
North America (NA): PSCNAOrders@emc.com
International Orders
The following process should be used for international orders:
1. The EMC Services Onsite Partner sends the list of parts (with pricing) that they
want to order to their EMC support/OEM sales team
2. The EMC support/OEM sales team checks the order to validate pricing
3. The EMC support/OEM sales team replies to the EMC Services Onsite Partner
4. The EMC Services Onsite Partner prepares a PO, and the support/OEM team sends
the list to the Order Desk, CQC, and Pricing team. CQC configures the list in
DirectXpress (DxP), Order Desk creates an Opportunity #, and the Pricing team
approves the price. The EMC support/OEM team also creates a PO in the EMC
format.
5. Once the PO in both formats is ready, the EMC Services Onsite Partner signs
EMC's PO format and sends it back to EMC
6. The EMC Order Desk validates the received PO with the configuration in DxP and
the pricing approved from the pricing team. Once approved, the PO is sent out for
manufacturing and shipment at the same time that the SO# is created.
Email Addresses
Latin America (LA): PSCLA@emc.com
Europe, Middle East and Africa (EMEA): PSCEMEA@emc.com
Asia Pacific Japan (APJ): PSCAPJ@emc.com
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EMC Confidential - Employee and Partner Use Only Partner Services Quality (PSQ) Program 185
Onsite Support Program
What’s Next
The next chapter provides information on partner support.
186 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 7
Partner Support
This chapter provides detailed information on partner support. The following topics
are discussed:
◆ EMC Online Support....................................................................................... 188
◆ Partner Support Center (PSC).......................................................................... 189
◆ Partner Responsibilities ................................................................................. 191
◆ EMC Customer Support Guide ........................................................................ 192
◆ EMC Technical Support Responsibilities ......................................................... 193
◆ Engaging EMC Technical Support.................................................................... 194
◆ Product Support Service Lifecycle................................................................... 198
◆ Field Change Order (FCO)................................................................................ 200
◆ Hardware Issues ............................................................................................ 203
◆ Product Advisories ......................................................................................... 206
◆ Support Communities on ECN......................................................................... 207
◆ Multi-Vendor Support ..................................................................................... 208
◆ What’s Next ................................................................................................... 209
EMC Confidential - Employee and Partner Use Only Partner Support 187
Partner Support
188 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Partner Support
EMC Confidential - Employee and Partner Use Only Partner Support Center (PSC) 189
Partner Support
Central point of access to EMC pricing, sales, services, engineering, and product management resources.
The phone lines listed below comprise the Partner Support Line (PSL).
APJ: PSC-APJ@EMC.com
Australia: 1800 012650
China North: 10800 8521602
China South: 10800 1521602
Hong Kong: 30714673
India: 000 800 4401439, or 000117 - 888 649 0604
Indonesia: 001 803 447425
Japan: 03 576 79322
Japan (toll free): 0120 576797
Malaysia: 1800 880219
New Zealand: 0508 555620
Philippines: 27926006
Philippines (toll free): 1800 14410357
Singapore: 1800 6221160
South Korea: 080 7400880
Taiwan: 0800 666235
Thailand: 00 1800 4415530
Vietnam: (12010288) 888 2752518
VAR application process (also includes access to Pre-sales technical/ product specific questions:
Powerlink, Channel Express, and Partner Central): PreSalesSupportCenter@emc.com
NA_VAR_Application@emc.com
PSC_EMEA_Contract_Management@emc.com
(also handles contract management)
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Partner Support
Partner Responsibilities
Supportable Configurations
Partners are expected to sell supported configurations. Supported configurations can
be found in EMC's E-Lab Interoperability Navigator (refer to “E-Lab Interoperability
Navigator + Configuration Guides” on page 243). If a partner installs an unsupported
configuration, then the partner will be responsible for problem identification and
isolation within the entire product environment. EMC will provide best-effort support
if/ when the partner isolates the fault of the EMC product. For information on placing
an order with a custom configuration, refer to “EMC Custom Service Offerings” on
page 39.
EMC Confidential - Employee and Partner Use Only Partner Responsibilities 191
Partner Support
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EMC Confidential - Employee and Partner Use Only EMC Technical Support Responsibilities 193
Partner Support
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EMC Confidential - Employee and Partner Use Only Engaging EMC Technical Support 195
Partner Support
2. Web Support - Post specific log files, error code, or specific configuration details
that may assist in diagnosing a critical issue Knowledge base (KB). To create a
Service Request go to https://support.emc.com/servicecenter/createSR/.
3. EMC Call Center - Call the numbers provided in “Telephone Points of Contact” on
page 196.
Note: A machine can also open the SR, if remote connectivity is enabled.
Reference the EMC Customer Support Guide, Section 6, for information on how to
create an SR and the subsequent processes associated with resolving the SR.
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Partner Support
On Powerlink
The “Interoperability and Product Lifecycle Information” landing page at
Powerlink.emc.com > Support > Interoperability and Product Lifecycle Information,
exhibits which EMC products are currently supported, and which third-party
technologies are validated and approved for configuration and installation with EMC
products.
Of particular importance is the “Release and End of Life Dates” page at
Powerlink.emc.com > Support > Interoperability and Product Lifecycle Information.
This page contains documentation about EMC product releases, End-of-Life (EOL)
announcements, and End-of-Primary Support (EOPS) announcements. From here,
partners can subscribe to End-of-Service Life Notifications for EMC firmware releases,
EMC Hardware Releases, EMC Software Releases, and specific technology releases,
using the page's “Alert Me” icon:
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Partner Support
◆ training
◆ installation/upgrade
◆ support
◆ warranty
◆ reference documentation
EMC Confidential - Employee and Partner Use Only Product Support Service Lifecycle 199
Partner Support
FCO Distribution
Each FCO that impacts a partner is posted to the EMC Services Partner Web and then
under Product Life Cycle Information. FCO documentation is typically available in the
product procedure generator.
When an FCO is issued for an EMC Services Affiliate product, the Partner Management
Office (PMO) notifies the partners enabled to provide services on that product. An
email is sent to the contacts listed in the Partner Database.
When an FCO is issued for an EMC Services product, the EMC Global Services - Partner
Lifecycle Program Manager notifies, via email, the partners enabled to provide
services on that product. An email is sent to the contacts listed in the Partner
Database, and the related GSLs are copied.
The format of an FCO is Fmmddyyzz (for example, F021110FO)
◆ F is for FCO (versus T for Trackable Service Event; see “Trackable Service Event
(TSE)” on page 202)
◆ The first pair of digits (mm) is the month the FCO number is taken out
◆ The second pair of digits is the day (dd) the FCO number is taken out
◆ The third pair of digits (yy) is the year the FCO is taken out
◆ (zz) can be FO, FC, or RO
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Software FCO
When there is a problem in the software of an implemented system that an updated
version of the software fixes, a software FCO is issued. Most of these FCOs are related
to issues of security, data unavailability/loss, or code errors that cause high numbers
of escalations.
EMC does not track the specific versions of operating system (for example, FLARE,
DART, and Operating Environment) code of Onsite Support Partners’ systems. In most
cases, EMC will know that the partner is supporting a specific platform, but not what
code is being run on their platform. EMC will provide an Onsite Support Partner with
software releases needed to correct software issues.
EMC Confidential - Employee and Partner Use Only Field Change Order (FCO) 201
Partner Support
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Partner Support
Hardware Issues
Missing, Wrong, Damaged (MWD)
EMC has a worldwide application and process in place that is a single point of contact
for reporting post-shipment missing, wrong, or damaged issues during the delivery
inspection and prior to powering up the product.
Reference the “Report Shipment Issues (Missing, Wrong, Damaged)” landing page for
descriptions, phone/ email contacts, and related links at Powerlink.emc.com > Tools/
Resources > Report Shipment Issues.
The “Missing, Wrong, Damaged Complaint Capture (MWDCC) Database,” also known
as the MWDCC Application, is where MWD incidents are created and managed (refer
to https://emcmwd.emc.com/default.asp). Also included on the main page of the
application are contacts for MWD order shipment/ tracking issues.
Reference the “EMC Definitions and Process Flow for Reporting Missing, Wrong, and
Damaged (Shipment) Issues” document for a comprehensive walk-through of
processes and policies associated with the MWDCC application (refer to
Powerlink.emc.com > Tools/ Resources > Report Shipment Issues > (document at
bottom of Web page)).
Dead-on-Arrival (DOA)
This situation pertains to either a part or a replacement part that fails to function at
the time of initial power up. Partners can either utilize a part from their stock or obtain
a part from EMC before sending back the defective part. The defective part should be
marked as DOA on the tag that ships with the replacement. The tag should also
contain as much information about the failure as available to enable EMC in analyzing
the part.
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Partner Support
Reference the “Report Shipment Issues” landing page at Powerlink.emc.com > Tools/
Resources > Report Shipment Issues for the phone and email contacts for functional
failures.
EMC will ship a replacement part to the partner within 48 hours after receipt of the
request. If EMC does not receive the defective part at the location designated by EMC
within 30 days, the partner will be invoiced by EMC at the then-current list price for the
replacement part.
Reference “Process a Part Return; Customer-Replaceable Part Return” at
Support.emc.com > Service Center > Process a Part Return for logistics instructions.
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After successfully creating the FA request, return the part to EMC Logistics following
directions in Table 25.
FedEx can be used for faster service or the return label Place Priority FA stickers on the boxes.
provided with the FRU can be used. Bring the parts to the nearest DHL Station and request
Place the priority FA stickers on the boxes. the part be shipped via express service, quoting the
The parts MUST be sent to EMC Logistics at this address: account number 969000165 (no other account number
EMC Corporation should be used).
111 Constitution Blvd Parts should be sent directly to Cork, not to a Logistics
hub, at:
Franklin, MA 02038 USA
EMC CS Logistics
Attn: Bob Pontes, Tel 508-435-1000
C/O WiseTek Solutions Ltd.
Unit 19, O'Connell Warehousing,
Glanmire, Co.Cork Ireland.
Attn: Jim McCarthy, Tel: ++353 21 4556945
EMC Confidential - Employee and Partner Use Only Hardware Issues 205
Partner Support
Product Advisories
Product advisories are subscribed to and managed through Support.emc.com >
Preferences > Subscriptions & Alerts > Product Advisories. Product advisories are
distributed to customers and/or partners. Situations may arise where partners receive
this information, but customers do not.
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Partner Support
Help Page
While partners cannot comment on or create discussions through this page, it does
address various topics on how to use ECN and how to engage in the support
communities (refer to Community.emc.com > Support > Help). This page also mentions
the other Web presences of EMC support:
◆ Twitter (@EMCsupport)
◆ Weibo (EMC Technology Community)
EMC Confidential - Employee and Partner Use Only Support Communities on ECN 207
Partner Support
Multi-Vendor Support
Descriptions of the support that EMC offers for joint-solutions with Microsoft, Oracle,
SAP, and VMware can be found at
http://www.emc.com/support-training/support/maintenance-tech-support/options/
solutions/index.htm.
Refer to the EMC Customer Support Guide, Section 6.3, for information about
multi-vendor support.
EMC Select
Products purchased through EMC Select are not supported through EMC; rather they
are supported by the product vendor.
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Partner Support
What’s Next
The next chapter provides detailed information on the resources available for EMC
Services Partners.
EMC Confidential - Employee and Partner Use Only What’s Next 209
Partner Support
210 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
CHAPTER 8
Program Resources
This chapter provides detailed information on the resources available for EMC
Services Partners. The following topics are discussed:
◆ Partner Resources .......................................................................................... 212
◆ Productivity Resources ................................................................................... 237
EMC Confidential - Employee and Partner Use Only Program Resources 211
Program Resources
Partner Resources
This section provides information on the following partner resources:
◆ Partner Portal Web Site................................................................................... 213
◆ Powerlink....................................................................................................... 215
◆ Partner Services Program Management Office (PMO) ...................................... 216
◆ Partner Entitlement ........................................................................................ 217
◆ Affiliate Enablement Center (AEC) ................................................................... 218
◆ EMC Services Partner Web.............................................................................. 219
◆ Services Partner Community........................................................................... 220
◆ Champions Program....................................................................................... 228
◆ Partner Services Quality (PSQ) Program .......................................................... 235
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Program Resources
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Powerlink
Powerlink (http://powerlink.emc.com) provides access to a vast amount of
information in the following areas:
◆ Products
◆ Solutions
◆ Services
◆ Support
◆ Competition
◆ Partners
◆ Training
◆ Resources
EMC Confidential - Employee and Partner Use Only Partner Resources 215
Program Resources
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Program Resources
Partner Entitlement
Partner entitlement changes occur as partners complete additional training, enroll in
additional services programs, or during Channel compliance periods. Partners should
send entitlement questions to the PMO (see “Partner Services Program Management
Office (PMO)” on page 216) or reference the EMC Services Implementation
Enablement Matrix (see “EMC Services Product Enablement” on page 66).
EMC Confidential - Employee and Partner Use Only Partner Resources 217
Program Resources
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EMC Confidential - Employee and Partner Use Only Partner Resources 219
Program Resources
Overview
The Services Partner Community is an online community for EMC Services Partners
and EMC global services employees employees to discuss product information and
business solutions, and ask questions. The Services Partner Community is an online
resource for people to discuss product information, business solutions, and ask
questions. It provides easy access to subject matter professionals, and an area that
you can search for specific information using convenient keywords.
To become a member of the Services Partner Community, a partner must have an EMC
Community Network (ECN) account before they can be fully involved. If a partner does
not have an account, ECN registration is easy and requires only a name and e-mail
address. However, the partner must create a screen name and password as part of the
ECN registration process. Once created, the ECN password cannot be changed, so
choose once and choose wisely. Login to the Services Partner Community is either
with an e-mail address and newly created password, or with Powerlink credentials.
With the latter option, simply click “log in with Powerlink credentials” and you are
automatically directed to the Services Partner Community.
The Services Partner Community homepage is open to all, but to request membership
to the Implement and Support Services Sub-Space, the partner must complete and
submit a Services Partner Community Sub-Space registration form. After this form is
submitted, the Services Partner Community administrator will review the request and
grant proper access. Figure 52 on page 221 shows the Services Partner Community
homepage. It is open to anyone who has an ECN screen name, and houses high-level
information for global services partners (for example, news and announcements,
recent postings, the EMC Authorized Reseller Application, community best practices,
and a “We are Listening” inbox).
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Program Resources
The “Connections Stream” checkbox may already be checked. If not, check it. To
receive e-mail notifications, check the “Inbox” checkbox.
EMC Confidential - Employee and Partner Use Only Partner Resources 221
Program Resources
DO DO NOT
Upload a profile photo and avatar Disguise your affiliation with EMC for any reason
222 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Program Resources
Content Creation
In the Services Partner Community, a partner creates content in many different forms.
For a step-by-step tutorial on how to create content, view the video at
https://developer-content.emc.com/community/ECN_Inside/videos/CA101_Module
1_Content/. The video can be reviewed at a partner’s own pace by pausing,
rewinding, and re-playing. The video can also be used as a guide while populating
content simultaneously.
EMC Confidential - Employee and Partner Use Only Partner Resources 223
Program Resources
A partner must have a registered ECN account and their company must be a
service-enabled partner in order for the Services Partner Community administration
team to grant them the necessary permissions to view the Implement and Support
Services Sub-Space. Complete the access request registration form in its entirety to
ensure that the Services Partner Community access administrators have all of the
required information to troubleshoot account issues. Once a confirmation e-mail is
received, indicating that access has been granted to the Implement and Support
Services Sub-Space, click on the Implement and Support Services sub-space under
Navigation to access the Sub-Space landing page.
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Program Resources
EMC Confidential - Employee and Partner Use Only Partner Resources 225
Program Resources
There is a wealth of technical product information hosted in each section, where the
EMC Partner EMC Specialty leads run monthly Champions calls and blogs sharing
advanced information and clinics to assist with real-time technical requirements. The
Services Partner Community contains details and presentations of all conference calls
or clinics, just in case of partner scheduling conflicts.
◆ Serves as a central community focused on for key information and IP for services
partners
◆ Discusses topics such as enablement and best practices with subject matter
experts
◆ As detailed in the policy, members must have an ECN account in order to be
added to the following communities:
• All Places
• Partner Network
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EMC Confidential - Employee and Partner Use Only Partner Resources 227
Program Resources
Champions Program
Champions Calls
Here is an example of a list of up-and-coming Champions calls:
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EMC Confidential - Employee and Partner Use Only Partner Resources 229
Program Resources
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Program Resources
Engineering SPEED/USPEED/VSSPEED
Champions Access to Engineering SPEED (Symm), USPEED (Unified),
and VSPEED (VPLEX) Performance Group Programs
◆ Develop performance skills and knowledge in the Partner community
◆ Engineering sponsored program to empower technical resources to answer
performance questions and to solve performance problems more effectively
◆ Performance calls and updates as needed
◆ Guidelines and detailed performance data
EMC Confidential - Employee and Partner Use Only Partner Resources 231
Program Resources
SPEED/ USPEED
When an EMC Services Partner enters the Champions Program, they become eligible
for SPEED and USPEED access. SPEED and USPEED are extended communities
involving EMC Engineering and TS organizations whose staff focus on performance. A
partner who becomes SPEED or USPEED Certified will not only have access to
performance tools such as Tier Advisor and SymmMerg for VMAX/Symmetrix, but also
the SPEED community at large, where they can post questions and issues on
performance and then receive detailed guidance from the SPEED/ USPEED gurus
within the community.
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Program Resources
The process to gain access to SPEED and USPEED is achieved via additional
certification, as detailed below.
SPEED
The Symmetrix Performance SPEED Guru Covenant and Responsibilities outlines the
requirements, roles, and responsibilities of joining the SPEED Guru community. It can
be downloaded using the link provided.
1. A questionnaire must be completed by the respective nominees, in order to
provide EMC with a baseline understanding of their Symmetrix knowledge and
performance background. Complete the questionnaire and email back to EMC.
2. Read the SPEED Guru qualification documentation
3. Contact EMC when you are done reviewing and interpreting the material, and you
will be sent an online exam, which must be completed with a 95% passing grade.
Email EMC with the completed exam.
4. Once you pass the exam, you will gain access to all the other Symmetrix
performance documents and tools on SPEED
USPEED
The USPEED Application Process v1.1 document outlines the requirements, roles, and
responsibilities of joining the USPEED Guru community. It can be downloaded using
the link provided.
All of the required USPEED reading material is on SPEED at
http://speed.corp.emc.com > Unified Storage folder > Application for USPEED >
Required Reading Material, or from the links below.
◆ VNX Unified Best Practice Foundations v2
◆ VNX Unified Best Practices for Performance
◆ VNX/VNXe Unified Performance - NAS Considerations
◆ VNX Unified Architecture Training
◆ VNX_Performance_Series_2011
◆ VNX Understanding Unisphere Analyzer v1.1
◆ Unified Architecture Training
EMC Confidential - Employee and Partner Use Only Partner Resources 233
Program Resources
234 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Program Resources
Overview
After the implementation, the partner sends an invitation to the customer to complete
a survey that measures the quality of the partner's service delivery. These surveys are
the basis for the Partner Services Quality (PSQ) program.
Reference the EMC Partner Services Quality Program for a brief overview at
Powerlink.EMC.com > Tools/Resources > EMC Business Partners > Services Program >
Program Overview. The PSQ Overview document may also be accessed directly at:
http://powerlink.emc.com/km/live1/en_US/Communications/Corporate_Marketing/
h8538-ho-partner-services-quality-program.pdf
Americas Partners manage their surveys and quality metrics through the WalkerLink
online application. EMEA and APJ Partners use the EMC Partner Notification Tool (PNT)
to send survey invitations to customers. Refer to “Partner Notification Tool (PNT)” on
page 134 for information on how to use the PNT to send customers these survey
invitations.
Setup
Affiliate Partners are added to the PSQ Database by the Partner Management Office
(PMO) based on information gathered in their Services Agreements. TS
Implementation Partners will be added to the PSQ Database using information
gathered by the Partner Managers (PM) and emailed to the PSQ Program Manager.
This information includes:
◆ the partner's PRM profile name
◆ the partner's HQ country
◆ the name and email address for one or more partner PSQ administrators, who are
given access to WalkerLink to send survey invitations
◆ the name and email address of one or more partner contacts to whom complete
surveys will be emailed
Usage
Post-engagement, partners send an email invitation to the customer project lead to
take the survey through WalkerLink or PNT. The customer project lead clicks the link in
the email to complete the survey. Completed surveys are sent by WalkerLink to the
partner by email and can also be viewed in WalkerLink.
EMC Confidential - Employee and Partner Use Only Partner Resources 235
Program Resources
This survey consists of about 20 questions used to determine the perceived quality of
the engagement. Factors of analysis include:
◆ the service engagement process
◆ the delivery team's execution
◆ the deliverables provided
◆ the results achieved
Partners receive automated analysis of survey results that can be used to assess
which factors to improve upon in order to increase service quality and therefore
customer loyalty.
Help
For application and process support, partners should contact the EMC Partner
Manager (PM) or the manager of the PSQ program.
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Program Resources
Productivity Resources
This section provides information on the following productivity resources:
◆ EMC Product Demo Center.............................................................................. 238
◆ Online Labs.................................................................................................... 240
◆ vLab............................................................................................................... 241
◆ Design ........................................................................................................... 243
◆ Solution Validation Center (SVC) .................................................................... 244
◆ Education Services Virtual Lab (ESVL)............................................................. 246
EMC Confidential - Employee and Partner Use Only Productivity Resources 237
Program Resources
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Program Resources
EMC Confidential - Employee and Partner Use Only Productivity Resources 239
Program Resources
Online Labs
Online labs are optional instructor facilitated hands-on lab exercises for use in video
Instructor-Led Training (ILT), for partners who require increased practical experience.
The online lab explores scenarios on the various storage implementations. The
session provides a lab environment where participants have the opportunity to
validate skills and concepts covered in the training paths. During the session,
participants implement storage platform array configuration, domain management,
security, and availability, using Unisphere to configure a SAN host attached within
Linux and Windows.
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vLab
The vLab resource is open to all EMC Services Partners and has the same content
access levels as EMC staff. vLab allows partners to try out the installation and
configuration of software features on virtual EMC platforms, including VMAX, VPLEX,
VNX, BRS, in a safe environment before going onsite, as a refresher, and if the partner
has not recently touched the product or feature.
Visit https://vlab.demoemc.com to register.
The partner will receive an approval email from the EMC Services team, after which
vLab sessions may be scheduled.
EMC Confidential - Employee and Partner Use Only Productivity Resources 241
Program Resources
Figure 62 vLab
242 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Program Resources
Design
EMC Confidential - Employee and Partner Use Only Productivity Resources 243
Program Resources
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Program Resources
EMC Confidential - Employee and Partner Use Only Productivity Resources 245
Program Resources
Overview
◆ Free Resource for employees and partners
◆ Designed to help refresh product knowledge in a self-paced, hands-on learning
environment
◆ Pre-implementation readiness
◆ Reservations are done in 4-6 hour increments
◆ Lab guides and use cases are available based on the lab
◆ Labs will follow formal EMC training
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EMC Confidential - Employee and Partner Use Only Productivity Resources 247
Program Resources
248 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
APPENDIX A
EMC Partner Skills Verification Sign-Off Form
EMC Confidential - Employee and Partner Use Only EMC Partner Skills Verification Sign-Off Form 249
EMC Partner Skills Verification Sign-Off Form
250 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
EMC Partner Skills Verification Sign-Off Form
EMC Confidential - Employee and Partner Use OnlyEMC Partner Skills Verification Sign-Off - Implementation Engineer 251
EMC Partner Skills Verification Sign-Off Form
252 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
APPENDIX B
EMC Services Distribution Program
EMC Confidential - Employee and Partner Use Only EMC Services Distribution Program 253
EMC Services Distribution Program
Introduction
EMC offers a comprehensive and partner-friendly Services Program to EMC Partners worldwide. We have
extended the program to be available through Distribution partners worldwide as well, called the EMC
Services Distribution Program. Through the EMC Services Distribution Program, distribution partners can
leverage EMC's professional services in a way that best complements their business model. EMC Services
Distribution Program is tailored to help distributors tap into incremental revenues and protect and
strengthen their customer loyalty - both to the EMC Services partner and to EMC technologies.
The EMC Services Distribution Program offers distribution partners a choice on how they want to provide
services to their partners. They can resell, deliver and/or co-deliver services offered by EMC Services. The
EMC Services Distribution Program also provides opportunities for distribution partners to earn revenue by
participating in the delivery of EMC implementation services, EMC support services, and EMC onsite
services. Partnership in the EMC Services Distribution program provides distribution partners the means to
expand their service offerings, which could lead to greater revenue, competitiveness, and more customer
satisfaction and partner loyalty.
Before reading further, it is highly recommended to watch the video Brainshark
http://www.brainshark.com/brainshark/brainshark.net/portal/title.aspx?pid=zGVz13XNFIz7m7Wz0
which walks a distributor through the onboarding process of a Services Partner - Implementation partner.
After viewing the onboarding Brainshark, the following sections outline the information that you will receive
with your “Welcome Kit” into the EMC Services Implement program.
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EMC Services Distribution Program
Scope
This EMC Services Partner Handbook Distributor Addendum describes the program policies, requirements
and terms for the EMC Services Distribution Program. This Addendum should be read in conjunction with
the General Terms and Conditions, EMC Services Assembly/Implement Agreement, and the applicable
Letter(s) of Authorization between EMC and Partner (collectively referred to as the “Deployment Letter(s)”).
Should these elements appear to be inconsistent with one another, the following descending order of
precedence will apply:
1. The EMC Services Assembly/Implementation Agreement
2. Deployment Letter
3. This Addendum
EMC may modify this Addendum and policies set forth in accordance with the terms and conditions
executed by both parties.
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EMC Services Distribution Program
OWNER / Responsibilities
P - Primary, S - Secondary responsibilities
Distributor PIM APGSL PGSL
Onboarding Steps
EMC Confidential - Employee and Partner Use Only Roles and Responsibilities 257
EMC Services Distribution Program
OWNER / Responsibilities
P - Primary, S - Secondary responsibilities
Distributor PIM APGSL PGSL
SecurID
Fulfillment Primary
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EMC Services Distribution Program
OWNER / Responsibilities
P - Primary, S - Secondary responsibilities
Distributor PIM APGSL PGSL
Partner Communications
* = Non-Focused Partners
** = Focused Partners
EMC Confidential - Employee and Partner Use Only Roles and Responsibilities 259
EMC Services Distribution Program
Welcome Letter
EMC Services Certified Non-Focus Partners
Good Afternoon -
We are pleased to announce a new role within the Global Services Organization, designed specifically with
you in mind. The Associate Partner Global Services Lead is a new team put in place to support you with any
of your services related needs. Specifically, we are here to provide you with:
◆ PSQ – Quality Assurance Program Updates
◆ New Program Announcements/Updates
◆ Online Lab Schedules/Registrations
◆ Certification Information
◆ Program Status
◆ Quarterly Compliance
Along with this added level of support, you have a Partner Global Services Lead that will remain in place to
help you continue to be successful in the Services Program. The purpose of the APGSL is to provide a
secondary level of support for you and the PGSL in meeting your business needs. Please feel free to email
the APGSL@emc.com if you need assistance on any issues or questions. We are here as an added benefit of
being in the services program.
In addition, we are happy to announce a new Webcast series exclusively for all our Services Partners. We’ll
be sending out a monthly Webcast invitation after this communication. On the 3rd Wednesday of each
month, starting January 15th, 2014, we will have a pertinent informational session on a specific topic.
Subject matter experts will be on hand to present each different subject. Agenda will be provided in the
Webcast invitation.
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EMC Services Distribution Program
Welcome Kit
The Welcome Kit is provided to Partners who are newly approved into the Services Partner - Implementation
program. It provides you with tools and information on how to gain access to the EMC partner portal, which
is your one-stop shopping for anything related to EMC services. It's definitely a kit you'll want to keep handy
whenever you have questions and need to know “Who do I go to” or “Where do I go” for services
information.
The following topics are discussed:
◆ Welcome To EMC Services Implement Program ............................................... 262
◆ Your APGSL Contact........................................................................................ 262
◆ Step 1 - Register For Services Partner Community ........................................... 262
◆ Step 2 - Become Familiar With The EMC Services Automation Tool .................. 263
◆ Resource Center And Automation Tool Contents ............................................. 264
◆ Step 3 – Register for Powerlink....................................................................... 265
◆ Step 4 – Leverage The Affiliate Enablement Center (AEC) ................................ 266
◆ EMC Education Services Portal ....................................................................... 267
◆ Operations Module ........................................................................................ 268
◆ Online Labs.................................................................................................... 268
◆ EMC Cooperative Services .............................................................................. 269
◆ Guidance Services ......................................................................................... 272
◆ Step 5 – Join WalkerLink And Participate in PSQ ............................................. 272
◆ Step 6 – Collaborating Using Partner Central .................................................. 273
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EMC Services Distribution Program
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Operations Module
In addition to trainings required to achieve product certification, we highly recommend that you complete
our free 1-hour operations module web-based training module, which can be found in the AEC at
https://education.emc.com/main/elearning/Sales/VAEC_SABA_migration/2012_vaec.html.
Online Labs
EMC Education Services is now offering Online Labs, which fulfill the Skills Verification requirement
necessary for deployment.
These labs are intended for technical professionals requiring hands-on experience without the need for
travel. During these online lab sessions, you will remotely collaborate with EMC instructors and other
learners to practice your implementation skills.
You can access Online Labs from the Education ServicesPortal > Certification > Implementation Engineer >
Choose your Product/Solution > Select the ONLINE-LAB button.
See upcoming Online Labs and register by selecting View Schedule.
We recommend you register as soon as possible, as seats in these courses are limited.
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Guidance Services
Guidance services are a new, optional, cooperative service. For select technologies, EMC will review your
architectural design prior to implementation to ensure it will support the customer’s needs. In addition, the
final architecture can be reviewed by EMC prior to go-live at a customer site. This is a rapid turn-around
service that is useful when doing first-time implementations, or when faced with particularly complex
situations.
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Figure 82 WalkerLink
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Note: For details on specific training and exam modules, go to the Education Services Micro Site at
https://education.emc.com/part/post-sales/
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Entitlements Training
Refer to “Partner Entitlement” on page 217.
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PRM Reports
Refer to “Partner Central (aka Partner Relationship Manager (PRM))” on page 140.
In addition to the standard visibility/access that Partners have in Partner Central, Distributors now have the
ability to run their VAR ALL education reports out of PRM (Partner Central). These reports will be able to help
them identify what education their Partner has taken and what additional trainings they could take to help
them through their path(s) to enablement. Contact your local Partner Global Services Lead (PGSL) for
training on how to do this.
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PNT Responsibilities
Refer to “Partner Notification Tool (PNT)” on page 134.
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APPENDIX C
EMC Virtual Guidance Services
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Table A
Online Lab
Training (Video, Operations
(Video/Streaming
Classroom or Certification EMC Guidance Module (Free e-
training attendees
Streaming) Learning)
only)
Optional
Required
Selected
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PROCEDURE
1. EMC Guidance Services resource has the responsibility to ensure the pre-
requisites are met before conducting the verification exercise:
a) Guidance Service order has been received
b) Partner contact name has been provided by the pGSL / PDM / PMO Team
2. The Partner IE resource must have completed the following steps below
before starting the engagement:
a) Implementation Engineer certification
b) Services Partner Operations e-Learning modules
c) Online Lab where VILT/ Streaming training have been taken
Important Note. Any gaps in the above steps may delay the Skills
Verification process
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5. EMC Operations Team will validate the Skill Verification form and Partner
Credentials confirming successful completion along with VSA and PNT
x Skill Verification record for the new Partner IE resource will be
updated in Partner Central and a Deployment letter will be issued
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6. FAQs
Question Answer
1. Where can I order Guidance ChannelXpress, parts stores
Services Where can I order
Guidance Services
2. How quickly does EMC engage Within 24 hours
with the Partner after the
Guidance Services order has been
place
3. I was deployed/ authorized as an No – this requirement only applies to
Implementation Engineer in the partners who want to become EMC
past without skills Verification; do
Implementation Partner for the first
I need to go through this process time, or partners who want to add
in 2014? new product into their
implementation service portfolio.
4. Are guidance services required for See the table 1 in this document for
all products? the product requirements
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12. Are guidance Services available in Some regions may not have guidance
all Regions? services available in their local
language. Contact your region Partner
Operations Manager for help.
SUPPORT
For your Implementation services deployment status: contact PIMK at:
PMOEMEA@emc.com, PMOAmericas@emc.com, PMOAPJ@EMC.com
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1.In some cases, an alternative to Virtual Guidance may be available. Contact your local Profession-
al Services (PS) for availability.
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Guidance Checklists
Avamar Guidance Checklist
®
Prepare Avamar Configuration Guide based on the Available on Powerlink (powerlink.emc.com)
customer’s environment. PATH : Home > Services > SPD TS Kits and
Service Offering Index > TS Kits > Avamar >
Avamar Framework Services
Document proposed architecture and solution design. EMC Visio stencils available on Powerlink
(powerlink.emc.com)
Create Procedures to implement proposed solution. Procedure Generator Tool can be downloaded
from Powerlink (powerlink.emc.com)
PATH: Support > Product and Diagnostic
Tools > Procedure Generators > Avamar
Procedure Generator
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Prepare a Test Plan specific to the Avamar setup. Available on Powerlink (powerlink.emc.com)
PATH: Home > Services > SPD TS Kits and
Service Offering Index > TS Kits > Avamar >
Avamar Framework Services
Post-implementation Phase
Update Test Plan with details of actual tests performed. Available Powerlink (powerlink.emc.com)
PATH : Home > Services > SPD TS Kits and
Service Offering Index > TS Kits > Avamar >
Avamar Framework Services
Share documents and configuration outputs with EMC. This can be done through Email/FTP as specified
in Rules of Engagement.
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Checklist
Pre-implementation Phase
®
Prepare draft of Data Domain Configuration Guide Available on Powerlink (powerlink.emc.com
based on customer environment. PATH: Home > Services > SPD TS Kits and
Service Offering Index > TS Kits > Data
Domain > Implementation for Data Domain
Framework Services > Shared Content: All
Implementation Data Domain Framework
Services
®
Complete Data Domain Pre-engagement Questionnaire Available on Powerlink (powerlink.emc.com
(DDPEQ). PATH: Home > Services > SPD TS Kits and
Service Offering Index > TS Kits > Data
Domain >
Implementation for Data Domain Framework
Services > Shared Content: All
Implementation Data Domain Framework
Services
Document proposed architecture and solution design. EMC Visio stencils available Powerlink
(powerlink.emc.com)
PATH: Support > Product and Diagnostic
Tools > Visio Stencils
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Testproposed
Create Procedures to implement Plan solution. Procedure Generator Tool (DDPG) can be
downloaded from Powerlink
(powerlink.emc.com)
PATH: Support > Product and Diagnostic
Tools > Procedure Generators > Avamar
Procedure Generator
Share captured information with EMC. This can be done through Email/FTP as specified
in Rules of Engagement.
Post-implementation Phase
Update Test Plan with details of actual tests performed. Available on Powerlink
(powerlink.emc.com)
PATH: Home > Services > SPD TS
Kits and Service Offering Index > TS
Kits > Data Domain >
Implementation for Data Domain
Framework Services > Shared
Content: All Implementation Data
Domain Framework Services
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Share documents and configuration outputs with EMC. This can be done through email/FTP
as specified in Rules of Engagement.
Participate in Review Meeting with EMC and document feedback. Inputs from EMC will be used to refine
the Data Domain configuration as
required.
Test Plan
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Checklist
Partner Review T.S. kit materials and service Review the Service Brief for the EMC
requirements. RecoverPoint Implementation for Unified
QuickStart to ensure scope coverage, and
include your own scope.
EMC Schedule and conduct a kickoff meeting Review the scope of the service and
with the partner SA. expectations and provide information on
required tools and documents to the
partner to prepare the required design.
EMC Ask partner to provide the documents for Partner should provide Configuration
pre-implementation guidance. Guide / NSD-S output, Remediation and
Performance Reports, Topology Diagram,
and Implementation Plan.
EMC Inform partner to provide the output data Partner should provide RecoverPoint logs,
and updated documents for post- VNX Array logs, and the updated
implementation guidance. Configuration Guide and Test Plan for
post-implementation guidance.
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Checklist
Pre-implementation Efforts
Table 2. EMC Cooperative Design and Implementation
Guidance for RecoverPoint – Pre implementation
Implementation plan
Topology diagram
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Partner Sends the updated documents to EMC The updated documents are sent to EMC
for guidance. for guidance.
Partner Notify EMC resources that the dataset is Partner notifies EMC that dataset is
available for analysis. available for analysis and guidance.
EMC EMC checks for the following data
The following outputs and documents are
output and documents required for post-
required for guidance:
implementation guidance.
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Checklist
Engagement Initialization
Table 1. EMC Cooperative Design and Implementation Guidance for VNX Checklist
Partner Review TS kit materials and service Review the Service Brief for the EMC
requirements. Accelerate - VNX Deployment service
and/or EMC Accelerate - VNX FAST™
Deployment to ensure scope coverage,
and include your own scope.
EMC Schedule and conduct a kickoff meeting Review scope of service and expectations
with the partner SA. and provide information on required tools
and documents to partner to prepare the
required design.
EMC Inform partner to provide the documents Partner should be informed to provide
for pre-implementation guidance. Configuration Guide / NSD-U output,
topology diagram, and implementation
plan.
EMC Inform partner to provide the output data Partner should be informed to provide
and updated documents for post- array logs (SPCollect), updated
implementation guidance. Configuration Guide and Test Plan for
post-implementation guidance.
EMC Partner informed to provide the outputs Partner should be informed to provide
required for FAST Enablement guidance outputs for FAST enablement guidance.
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Checklist
Pre-implementation Efforts
Table 2. EMC Cooperative Design and Implementation
Guidance for VNX – Pre-implementation Checklist
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Partner Sends the updated documents to The updated documents are sent to EMC for
EMC for guidance. guidance.
Partner Notify EMC resources dataset is Partner notifies EMC that dataset is available for
available for analysis. analysis and guidance.
EMC EMC checks for the following Data
The following outputs and documents are required
output and Documents required for
for guidance
Post-implementation guidance.
SPCollect
Updated Configuration Guide
Updated Test Plan Document
EMC EMC resources confirm to partner
EMC resources download the data set from FTP
that data set is downloaded and
location and starts analysis of the data.
started analysis.
EMC Provides guidance for the Implementation done by partner is checked:
implementation by checking the
following array output and updated
documents sent by partner:
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Introduction
This document allows us to collect information necessary to implement the EMC® Cooperative Design and
Implementation Guidance for VPLEX®.
The sections that follow include questions about your specific data environment.
Engagement Initialization
Test Implementation
Table 1. EMC Cooperative VPLEX Plan Guidance Service - Initialization
Partner Review T.S. Service kit materials and Review the Service Brief for the EMC
service requirements. Cooperative Design and Implementation
Guidance for VPLEX to ensure scope
coverage, and include your own scope.
EMC Schedule and conduct a Kickoff meeting Review scope of service and expectations
with the Partner SA. and provide information on required tools
and documents to Partner to prepare the
required design.
EMC Inform Partner to provide the documents Partner informed to provide Configuration
for Pre-implementation guidance. Guide / NSD output, IMPL.BIN, Topology
Diagram and Implementation Plan.
EMC Inform Partner to provide the output data Partner informed to provide Array Logs
® ®
and updated documents for Post- (VNX /VMAX /third-party array), updated
implementation guidance. Configuration Guide and Test Plan or post-
implementation guidance.
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GLOSSARY
A
AEC Affiliate Enablement Center
AH Analyzer Helper
B
BCSD Business Continuity Solution Designer
BU Business Unit
C
CAL Customer Affected List
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Glossary
CxP ChannelXpress
D
DCA Data Center Architect
DOA Dead-on-Arrival
DxP DirectXpress
E
EBSS EMC Backup System Sizer
EOL End-of-Life
F
FA Failure Analysis
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Glossary
G
GA General Availability
GS Global Services
I
IDE Installation Delivery Engineer
IE Implementation Engineer
IS Implement Specialist
ITaaS IT as a Service
K
KB Knowledge base
KM Knowledge Maintenance
L
LAVA Licensing Authentication Validation and Authorization
M
MMC Monthly Maintenance Charge
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Glossary
MR Mechanical Replacement
N
NBD Next Business Day
O
OEM Original Equipment Manufacturer
OOR Out-of-Radius
P
P3 Professional Services Delivery Partner
PE Platform Engineer
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Glossary
PM Partner Manager
PS Professional Services
R
R Partner Remote Support Partner
RP RecoverPoint
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Glossary
S
SA Storage Administrator
SD Service Delivery
SE Service Enabled
SI System Integrator
SM Service Managed
SP Service Provider
SR Service Request
T
TA Technology Architect
TC Technical Consultant
TS Technology Solutions
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Glossary
V
VAEC Velocity Affiliate Enablement Center. Now known as Affiliate Enablement
Center (AEC).
VSQ Velocity Services Quality. Now known as Partner Services Quality (PSQ).
VSS Velocity Services Support program. Now known as EMC Services Support
Program.
W
WalkerLink An online survey tool
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 311
Glossary
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INDEX
B D
Benefits and Requirements document 22 Data Domain
parts replacement 175
Product Enablement 75
C QS Product Enablement 74
CCA 114 Dead-on-Arrival (DOA) 203
overview 115 deployment 107
products that follow 115 letters 108, 151, 164
RecoverPoint 116 Distribution Program 254
Centera Product Enablement 80 onboarding 256
CertTracker 139 Partner entitlement 277
Champions Program 228 Partner Notification Tool (PNT) 279
application process 228 PRM reports 278
Champions calls 228 roles and responsibilities 257
content 230 scope 255
invitation 229 Welcome kit 261
prerequisites 229 Welcome letter 260
requirements 229 DLm Product Enablement 82
roadmaps 231 documentation
SPEED (Symm) 231 audience 17
USPEED (Unified) 231 comments 19
VSPEED (VPLEX) 231 conventions 18
Change Control Authorization (see CCA) 114 purpose 17
channel sales 25 related 17
ChannelXpress (see CxP) 48
core parts replacement 172
Customer Affected List (CAL) 201 E
Customer Support Guide 192 Education Services
customer surveys contacts 88
help 138, 236 documentation 142
overview 137, 235 Partner Education Catalog 142
setup 137, 235 Solution Provider Education Catalog 142
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 313
Index
314 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Index
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 315
Index
316 EMC Services Partner Handbook EMC Confidential - Employee and Partner Use Only
Index
EMC Confidential - Employee and Partner Use Only EMC Services Partner Handbook 317
Index
T
Tool Shed 112
Tools 112
General 113
help 114
overview 112
setup 113
Tool Shed 112
use 113
Trackable Service Event (TSE) 202
training
deployment letters 151, 164
L1 support 151, 164
L2 support 151, 164
levels 142
partner 151, 164
records
CertTracker 139
managing 139
Partner Central (PRM) 139
Services Scorecard 141
TS Kits 17, 46, 111
building EMC Services partner offerings from 47
Configuration Guide 111
critical documents 111
Practitioners Guide 111
Test and Acceptance 111
U
USPEED (Unified) program 231, 232
V
vLab 241
VMAX Product Enablement 71
VNX Product Enablement 69
VNXe Product Enablement 68
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