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©2013 Cisco Systems, Inc. All rights reserved. | This document is Cisco Confidential. For Cisco Field and Channel Partner use only. Not for public distribution. Page 2 of 21
Purpose
This guide is designed to help you implement the
Partner Support Service (PSS) foundational and smart
capabilities in your existing or new service offerings.
Goal
Provide a self-service resource guide for end to end
implementation of PSS foundational and smart
capabilities in your service delivery operation.
Intended audience
Partner Sales Operations
©2013 Cisco Systems, Inc. All rights reserved. | This document is Cisco Confidential. For Cisco Field and Channel Partner use only. Not for public distribution. Page 3 of 21
Key Benefits Partner Support Service Overview
Drive incremental services revenue Partner Support Service (PSS) provides qualified Cisco channel partners with the tools and information to improve
Improve operational support margins operational support margins or build a range of new support services practices to help expand your business. A
collaborative PSS offering is purchased by you, and delivered by you, the partner, with the support of the Cisco
Increase customer loyalty services infrastructure. This is different from Cisco Branded Services whereby a partner sells the service offering
and Cisco fulfills it.
Resources You, the partner, develop and deploy services based on both foundational and smart capabilities and retain primary
PSS Overview Presentation responsibility for providing support to your end users under your own brand of collaborative service enabled by PSS.
Partner Support Service is structured to allow for a phased implementation.
PSS API Overview
Figure 1: Partner Support Service Capabilities
Support Partner Support Service Price File ROW 3. To assist you with PSS quoting and ordering needs,
(rest of world – outside US/Canada) contact your Cisco partner service development
Customer Service Central (CSC) manager (PSDM), your Cisco business development
Operations Exchange Community Unified Computing Services Price File manager (BDM), or your business technical manager
TelePresence Services Price File (BTM).
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What is Service Entitlement? Service Request Process
Service Entitlement All Cisco Services support agreements are based on Customers who purchase a collaborative service
the concept of entitlement, the set of privileges offering from you should contact you with all support
Overview Partners and Customers receive when purchasing a related issues.
This section provides information Cisco Service Agreement.
After troubleshooting the problem with your customer,
about Service Entitlement as it
Based on terms in the services you support, you will you may need to escalate foundational capability
pertains to Cisco Partners who
be eligible to access one or more of the following cases to Cisco TAC for additional support, for
deliver collaborative support
service elements. These service elements help example, requesting hardware replacement. To
services to their customers through 1
ensure your customer’s network is available and confirm entitlement provide the following information:
a Partner Support Service offering.
reliable.
An active collaborative service contract which covers
For this support model, your
Cisco Technical Assistance Center (TAC) support the specific device(s) associated with your Cisco.com
customers will contact you, their
profile
service provider, for all support Hardware replacement
related issues and you will escalate Valid serial number of the impaired part
Access to the Cisco support website
to Cisco when additional support is
Valid serial number of the chassis (if the impaired part
required. Software downloads
is not a chassis)
Optional onsite support
Active product ID for standalone software applications
When your partner company delivers a technical
Severity level of the service issue (1, 2, 3, or 4 )
support service backed by Cisco expertise with
Resources Partner Support Service, the Cisco device(s) at your Additional information that will assist in the
customer’s network must be under contract in order to determination of entitlement includes:
Manage Bill to ID and Contract be entitled to service.
Cisco product ID (PID) of the impaired part (example:
association
Every service request (by phone, e-mail, or web) must CISCO2501) and its configuration
Service Access Management Tool
include the contract number and valid serial
(SAMT) Install site information (customer name, address,
number(s) for the gear in question. The Cisco ID of
country)
Review the Cisco Service Entitlement the Partner contacting Cisco about a specific device
policy and process must be associated to the collaborative service Reach out to the Smart Services Bureau (SSB) for
Cisco Entitlement Document contract under which the device is covered. Just as smart capability support issues. For these cases, you
with other contracts, this is can be managed via Bill- do not need a serial number, but still require a valid
to-IDs where you will be associated when the SAMT PSS contract associated to your Cisco ID.
administrator for your company associates your Cisco
Your customers should contact you regarding details
ID with your company’s Bill-to-ID or via association to
of their collaborative services support contract.
specific customer contract numbers
Cisco cannot process a service request unless
the entitlement requirements are in order.
1
Subject to CSPP program compensation framework
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What happens if there is No Access to Services
Valid Serial Number? If you are requesting access to Cisco services, it is Figure 2: Account screen
If there is not a valid serial number for important to associate all of your customer’s
the device requiring service, contact appropriate contract numbers with your Cisco.com
Cisco TAC and the case will be sent to a account so you can rapidly engage Cisco support.
Cisco Global Service Relations (GSR) When Cisco sells a service contract in a collaborative
team that manages service entitlement. model, Cisco sells the contract to a Partner company.
They will help you in determining if your Your Partner Company is assigned as the Bill to
customer is entitled to Cisco services for party, your customer is assigned the Installed at
the device. party, and the Entitled party is your Partner company.
This means that only the partner whose Cisco ID is
Cisco Global Service Relations associated with your customer can reach out to Cisco 3. Select the Profile Manager link.
researches cases in which for support.
entitlement validation was Figure 3: Access to restricted content screen
unsuccessful. Associating contract numbers to your Cisco.com
account can be done by two methods.
Unentitled customers can choose the
following: Method 1: Through the administrator of your Partner
company’s Service Access Management Tool
1. Contact their equipment or (SAMT). The Service Access Management Tool
service supplier to discuss enables your administrator in your company to
service coverage options. manage contract associations for your organization.
2. For hardware replacement, Contract associations are key to enabling access to
purchase replacement parts or support under those contracts.
equipment from Cisco or your
If your partner company has a relationship with Cisco
equipment and service supplier.
that includes your own bill-to IDs, associations can be
3. In emergency situations there managed at that level. They can also be managed
might be an option to pay for using individual contract numbers if your Partner 4. Under the Access tab:
support as a one-time support company does not have a bill-to ID with Cisco.
incident using Cisco’s time and a. Look up the Service Access Management
Method 2: If your company does not have a Service Tool Administrator for your company by
materials process.
Access Management Tool (SAMT) administrator or submitting a contract number or bill-to ID and
4. Opt for no support. you do not know who the administrator is, follow these then send an email to the administrator
steps. requesting your Cisco ID be associated with
1. Log into Cisco.com. the Bill-to ID.
©2013 Cisco Systems, Inc. All rights reserved. | This document is Cisco Confidential. For Cisco Field and Channel Partner use only. Not for public distribution. Page 7 of 21
b. Alternatively, you can request contract or bill-to ID associations by entering the appropriate contract or bill to ID information and clicking Submit.
c. If your customer is seeking the ability to download software under a partner contract, use the Software Download link and provide the product serial number
for the customer’s device. The partner who owns the service contract for that device will be contacted to grant or deny softw are download privileges.
The Service Access Management Tool is an administrative tool that enables the administrator in your partner company to manage access of your user
base to Cisco Services. Administrators can associate service contracts to Cisco.com profiles of other Partner employees so that services under those
contracts, including Technical Assistance Center support, hardware replacement, and software downloads, are available to spec ific Partner employees.
Use this approach for the Use this approach if your Partner
collaborative contracts, because company is the Bill-to company on
your partner firm will be the Bill-to the service contract and you want
party on the contracts and you to limit access to the contract to
want to make sure your engineers specific users within your
or support teams have service company, who will contact Cisco
access to all contracts having the directly if additional support is
same Bill-to ID. needed.
For more information and training, see the Service Access Management Tool (SAMT) website.
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Foundational Capabilities Foundational Capabilities
Overview At the foundation of Cisco Partner Support Service is Cisco’s world
class technical support service which we have been delivering for a
Cisco foundational capabilities provide number of years. Foundational Services provides the following:
superior, globally consistent services to Around-the-clock, global access to the Cisco Technical Assistance Center (TAC)
help you improve profitability, retain and
Access to the extensive knowledge base and tools on the Cisco.com support website
satisfy customers, and manage and grow
your Cisco Services business. Advance hardware replacement options, including 2-hour, 4-hour, and next-business-day (NBD) advance
replacement, as well as return for repair (RFR)
Ongoing system software updates within the licensed feature set
Cisco software support to extend the life of Cisco devices with improved security, increased performance,
bandwidth management, new protocol support, and greater interoperability
Optional onsite support is included with some of the PSS service levels so you can use the onsite field
engineering team to install replacement parts. This may be crucial for filling in engineering capability
Resources gaps you might currently have in specific geographies. See the PSS Onsite Service Guide for specifics.
Onsite service delivery: Note: The partner company is responsible for handling front end technical support levels 0 – 2.
PSS Onsite Service Delivery Guide
Figure 5: Partner Support Service Delivery Flow
Technical Support Levels defined:
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Technical Support PSS Foundation Capability:
As a Cisco partner, you will build your own range of Three Way RMA/Self-Sparing
collaborative service offerings based on PSS Cisco has enhanced the business process for partners that maintain spare inventory in their own depots. This globally
foundational and/or smart capabilities. When you sell a consistent process manages serial number swaps between contracts when processing Return Materials Authorizations
service contract to your end-customers, you purchase a (RMAs) with Cisco’s SORT tool.
PSS contract from Cisco covering the devices installed
at your end customer’s site.
Your end-customer works with you for all support and Contact your local Partner Services Development Manager for information on registration and training.
you have access to all the foundational capabilities from Benefits for partners that self-spare include:
Cisco.
1. The automated RMA process supports three way RMA transactions at the time of RMA creation.
Adoption of smart capabilities is usually completed in
multiple phases. Partners that self-spare can enter two serial numbers at the time of RMA creation using the
Service Order RMA Tool (SORT):
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Smart Capabilities
Overview
Cisco leverages its deep knowledge Smart Capabilities
base to provide automation and
intelligence within devices to help you
transform your delivery of technical
support from a simple, reactive service
to proactive, preemptive service through Installed Base Management and Alert Reporting
the implementation of software based
modular smart capabilities. Installed Base Simplify contract and entitlement issues, and processes based on the collection of
Management: up-to-date inventory information of the Cisco installed base on your customer’s
network. Run reports to verify service contracts are in place.
Alert Reporting: Identify devices affected by hardware, software, and security alerts and field
notices to help preempt service disruptions and deliver important notifications
about Cisco products in your customers’ networks.
Device Diagnostics Reduce unplanned network downtime by continuously self-diagnosing the health of
Cisco devices using this automated support capability powered by Cisco Smart
Call Home® technology.
Smart Interactions
Smart APIs: Embed your customer’s device inventory, contract, end-of-life/end-of-sale, and
alert information directly into your own software tools using Smart APIs. PSS Smart
APIs provide an electronic machine-to-machine interface for data exchange.
A major component of Smart Capabilities is the process of comparing your end customers’ network device
information with the deep knowledge base contained in Cisco databases. A key element is the data collection
process which feeds the smart capabilities processes. Installing and configuring a collector is the first step to
providing you with access to the smart capabilities described above.
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.
Smart Portal User Roles
Access to Smart
Capabilities Function Associated Privileges
To implement and use the PSS Smart
capabilities, Partners will need to be Super Administrator One Super Administrator is identified for each Partner definition and is on-boarded
registered for the PSS 3.x Portal as either a by Cisco Support. The Super Administrator performs the following tasks:
Partner Administrator or Partner User.
Manage the Partner Definition
User administration
View reports.
View reports in the PSS 3.x Portal for devices under PSS contract(s).
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Installed Base Management &
Alert Reporting Figure 6: PSS Installed Base management and Alert Reporting workflow
Benefits
• Simplify business operations
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Stage 2: Operations Stage 3: Reports
Installing and configuring the Smart Portal reports help you meet
Stage 2: Operations Resources components of a CSPC Smart the challenge of managing your
Collector is the first step in realizing customer’s Cisco devices. Refer to
Deploying Installed Base Management & Alert
the PSS Installed Base Management and Alert Reporting reports based on your customer’s network inventory
Reporting:
capabilities. There are two variants of the CSPC: data to improve your operations dealing with
Installed Base Management & Alerts
contracts, entitlement, and inventory.
Deployment Guide 1. An appliance version (Linux server, dedicated
machine) or Inventory reports offer a comprehensive set of
Installing a Smart Collector:
contract and device data.
CSPC Quick Start Guide 2. A virtual machine deployed on hosts running
VMware hypervisor technology. Product Alert reports are where you get hardware
Managing Multiple Customers Leveraging
and software alerts to ensure that your customer’s
Virtualized Collectors The Cisco Common Services Platform Collector (CSPC)
installed base is operating at the Cisco recommended
is used to collect pieces of network device inventory
Smart Collector CSPC: Supported Devices level. Plan for device end of life events based on Field
information from different devices in your end-customer’s
Notice reports. Address device specific security issues
Maintaining Seed files: network and then upload that data to Cisco Data Center
to enhance overall network stability and security, with
Seed file Maintenance: Guidelines and Tips for further analysis.
PSIRT and IntelliShield reports.
Addressing security-related concerns: Identify and discover devices on your
Delta Reports help you understand and manage
PSS Security Overview customer’s network, securely behind
change. You will see in-depth detail on what has been
the firewall.
moved, added, changed, or deleted in your customer’s
Stage 3: Report Resources Run an inventory collection to gather installed base between collections. This report
device data. provides you with an excellent opportunity to establish
PSS 3.x User Guide - Smart Services
Upload collected inventory data to a baseline and progression of your customer’s
Connection
Cisco’s data center automatically or installed base.
on a set schedule. The Exception Report will help you identify duplicate
The Cisco data center will correlate IP addresses and host names, incorrect SNMP and
collected data against Cisco’s deep Telnet passwords, insufficient memory, and outdated
intellectual capital and store the data software. This report can help:
in a facility with restricted access.
Catch operator errors that may cause critical
delays to meeting SLA
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Summary The information is sent to the Cisco Device
Device Diagnostics
Diagnostics Library where it is processed to
Device Diagnostics, powered by Cisco Smart Call
determine what is occurring with the device, makes
Benefits Home® technology accelerates early diagnosis and
recommendations on how to proceed with the
remediation of issues through proactive, rules-
• Improve service delivery remediation.
based problem resolution. Device Diagnostics runs
• Lower support costs locally on select Cisco devices after the Cisco You, the partner will receive an automatic
Smart Call Home capability has been enabled on notification, requesting you to take action. If you
• Proactive device health monitor each device to activate its use. have implemented the Smart Bonding capability a
• Accelerate remediation of issues related Service Request (SR) will be generated and
When you configure a device you will need to:
to covered devices forwarded to your ticketing system.
Identify the transport option to use to transport
• Actionable recommendations You contact the customer for repair or someone in
the information to Cisco
your partner organization handles the repair action
• Improved mean time to resolution Configure contact information. depending on the type of service agreement the
partner has with the customer.
Identify the e-mail address to be used for alert
Resources notification, Device Diagnostics Quick Start Configuration
Guides for each supported device are on the
Planning for Deployment: In the event of an issue, the information will be sent
PSS Community.
to Cisco through a secure encrypted network where
Device Diagnostics Preliminary Checklist for it is processes by a diagnostic and parsing engine.
Partners
Device Diagnostics Supported Device List Figure 7: Example Device Diagnostics message for a Hardware Failure
Configuring a Device:
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Smart Interactions Smart Interactions – PSS APIs
Partner Support Service APIs provide you with programmatic access to your customer’s installed base
Benefits management and alert data, seamlessly integrating into your existing systems and processes. Two types of
Differentiated support, faster access to APIs are available for PSS Service Levels:
entitled services, and an integrated technical Support APIs do not require a collector and deliver non-device-specific information.
support experience
PSS Smart APIs require a collector and provide Cisco information that is correlated to a specific customer
Improved productivity and operational
network.
efficiency
Customer satisfaction is promoted through You will need to be registered on the Cisco API Console by your delegated administrator to use PSS APIs. PSS
faster remediation APIs support the Simple Object Access Protocol (SOAP).
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.
PSS Smart APIs (continued) Figure 9: Getting started using PSS APIs
Contract information
PSIRT Alerts
The API Console also provides metrics and reporting How does a developer get started? 5. Register your Application and receive your
tools for use by PSS partner developers
To access the PSS APIs, developers of applications Client ID and Client Key from the My Applications
using PSS APIs in your company should: tab.
1. Request access to the PSS API Console from a. Select Client Credentials option under the
your API delegated administrator (DA). OAuth2.0 Credentials prompt.
a. Provide your Cisco ID. If you are not b. Select the PSS APIs.
registered, select the Account link from the
www.cisco.com website and sign up for a 6. Use your API application Client ID and
Cisco ID. Client Key to obtain an access Token. Each
How do I gain access to the API Console? token is good for one hour.
To implement APIs, you should contact the 2. Access the Cisco API Console using the link
Cisco Smart Services Bureau to request access. within the confirming email you’ll receive. 7. Use your Token to access the PSS APIs.
https://apiconsole.cisco.com/
A delegated administrator at your partner company 8. Use the PSS Inventory Service API call to define
will be granted access to the Cisco Services Access 3. View Training tutorials and demonstrations from client and device scope. Then select your Clients
Manager tool. the PSS Tutorials tab by selecting My APIs > and Devices to use for all other API Calls.
PSS APIs > Tutorials.
Your delegated administrator can then grant access to Refer to the PSS API Developers Guide for more
other users within your company. 4. Access sample PSS API scripts for making API details.
calls from the PSS APIs Downloads tab.
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Foundational Capabilities Support For partners in the US/Canada contact:
Phone 1-877-330-9746 from 8 a.m. to 5 p.m. local
Obtaining Support for The following links are for support on the four foundational
capabilities business hours.
Foundational and 1. Partner Access to Cisco TAC
E-mail support is available 24 x 7 at:
ask-smart-services@cisco.com
Smart capabilities Cisco Support Case Manager tool
For partners in Europe phone:
Cisco has developed resources and online Worldwide Phone Numbers for Phone Support Austria +08 0 000 6206
tools to help you through the entire for Enterprises and Service Providers Belgium +08 0 049 913
implementation process. In this section
2. Software Updates France +08 0 511 9745
you will find links to support resources for
PSS foundational and smart capabilities. 3. Advance Hardware Replacement Germany +08 0 058 91725
4. Online Technical Resources Italy +80 0 085 681
As a Partner providing support to your customers under Netherlands +08 0 002 01276
PSS based collaborative service contracts your company is Spain +80 0 600 472
PSS Community required to provide level 0 – 2 technical support. Switzerland +08 0 084 0011
Support, extensive user training, and Smart Capabilities Support UK +08 002 795 112
operational resources can be found on the Opening a smart support case does not impact your service For Partners in Asia contact:
Partner Support Service Community. delivery rebates. Australia: 1-800-805-227
How Do I become a member of As a Cisco Partner, you may contact the Smart Services China: 400-810-995
Bureau for help with registration, device configuration, the E-mail: ask-smart-serrvices-cn@cisco.com
the PSS Support Community? Smart Call Home portal, or any other assistance you may
Complete the following steps: need while using a Smart Service. Korea: 080-377-0880, option 6, pin code 8899
E-mail ask-smart-services-kr@cisco.com
1. Register with your Cisco ID and This great resource, included with collaborative service
password on the public Cisco Support contracts, is available globally 8 local business hours per Japan: 0120-832-038
Community website day, 5 days a week. E-mail ask-smart-services-jp@cisco.com
2. Log in to the Cisco Support Community.
It may be helpful for you to engage the Smart Services Taiwan: 0800-666-588, option 5, pin code 8899
3. Then send your full name, Cisco ID, and
Bureau early in the process of deploying Partner Support (Mandarin support)
company, to the PSS Community
Service smart capabilities for your customer to verify E-mail: ask-smart-services-kr@cisco.com
entitlement and make sure that all necessary data is in Hong Kong: 30714911, option 6 (English support)
place. For example, the Smart Services Bureau can help E-mail: ask-smart-services-kr@cisco.com
you associate contracts to the appropriate Cisco.com
account or correct any contract or device serial number For all other countries
discrepancies. Select the local phone number for your country from the
Cisco worldwide contact directory:
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PSS Resource Summary
Overview Presentations Service Entitlement Installed Base Management & Alert
Reporting
PSS Overview Presentation Documentation:
Smart Services Connection
PSS API Overview Services Entitlement Overview
Documentation
Tools:
Quoting and Ordering Preparing for deployment:
Service Access Management (SAMT) Tool
PSS Partner Pre-Install Checklist
Documentation: for managing Bill-to ID and contract association
PSS Service Level Quick Reference Guide Deploying Installed Base Management & Alert
Foundational Reporting:
PSS Ordering Guide for 1-Tier Partners
Documentation: - Installed Base Management & Alerts
PSS Ordering Guide for Resellers Deployment Guide
PSS Onsite Service Delivery Guide
PSS Supported Contract Types - Install a Collector: CSPC Quick Start Guide
Tools: - Troubleshooting Guide – CSPC Connectivity
Cisco Services Partner Program - Managing Multiple Customers Leveraging
Download current PSS price lists Virtualized Collectors
Cisco Service Contract Center (Cisco SCC) - Seed file Maintenance: Guidelines and Tips
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Configuring Device Diagnostics
API’s API Training
VoD PSS API Overview (6:30) Note: To access the following guides, join the PSS
PSS API Console
Community. Registration instructions
Documentation VoD Register Users for the API Console (4:17)
Device Diagnostics Quick Start Configuration
PSS API Overview VoD Register an Application (2:24) Guides
PSS API FAQ VoD Obtain Access Token (2:30) Smart Call Home Configuration Guides
PSS API Quick Start Guide VoD Make PSS API Calls (3:17)
Serial Number to Information API User Guide Device Diagnostics User Guide for Partners
Service Order Return (RMA) API Reference Device Diagnostics Release Notes
User Guide Device Diagnostics White Paper
Smart Software Selection API User Guide
Note: To access the some of the documentation listed on this page, join the PSS Community. Registration instructions
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