Welcome to Your Polycom Support Portal

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Peregrine Wiggins
8 years ago
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1 Welcome to Your Polycom Support Portal Your Entry Point to Online Support Overview

2 Welcome to Polycom Online Support What s New New Look & Feel Most Popular Questions on Home Page Access to Polycom Security Center Registered Customers and registered Partners have access to Licensing & Product Registration What has not changed to register products to receive License Keys Self-Service to create Service Requests to view Service Request Status to access RMA Status Information Registered Partners can access Account Management (formerly Customer Management) features to view Entitlements Warranty Information Upgrade Paths for Products Approved & Select Partners can access Licensing & Product Registration To access company assets like Service Requests and Entitlements by account Self-Service to raise new RMAs to view Service Request Status by Account to raise new RMAs to view RMA Status by Account Account Management features To generate Welcome Letters Visit us at 2

Information Registered Partners can access Account Management (formerly Customer Management) features to view Entitlements Warranty Information Upgrade Paths for Products Approved & Select Partners

3 Content Your Home Page Top Navigation Bar Most Frequently Asked Questions Section Licensing & Product Registration Section Self-Service Section Account Management Section Doing Business with Polycom Support Portal Footer Area 3

4 Your Home Page Home Page Overview ❷ ❸ ❹ ❺ ❻ ❶ ❼ ❽ ❾ ❶ Top Navigation bar same functionality as before ❷ Most Frequently Asked Questions a new segment on the home page ❸ Access to Licensing & Product Registration features ❹ Access to Self-Service functions ❺ Access to Account Management functions (for Partners only) ❻ Doing Business with Polycom information for Customers & Partners ❼ Login or new user registration area ❽ Area to access Polycom s ASK Polycom Knowledge Base for guided and advanced Search ❾ Document & Software Download ❿ ❿ Access to general information T&Cs, Privacy Policy and Contact information 4

page ❸ Access to Licensing & Product Registration features ❹ Access to Self-Service functions ❺ Access to Account Management functions (for Partners only) ❻

Top Navigation Bar ❶ ❷ ❸ ❹ ❺ ❻ ❼ Top Navigation Bar Overview ❶ Home use this link to return to Home page. ❷ Access to Licensing & Product Registration features*. ❸ Access to Self-Service functions*.

5 Top Navigation Bar ❶ ❷ ❸ ❹ ❺ ❻ ❼ Top Navigation Bar Overview ❶ Home use this link to return to Home page. ❷ Access to Licensing & Product Registration features*. ❸ Access to Self-Service functions*. ❹ Access to Account Management functions* (for Partners). ❺ Access to Document & Software Downloads. ❻ Access to Polycom s ASK Polycom Knowledge Base. ❼ Access to Polycom Community. * Note: Accessible features are based on a user s profile and associated privileges 5

❹ Access to Account Management functions* (for Partners). ❺ Access to Document & Software Downloads.

6 Most Frequently Asked Questions The list of most frequently asked questions is based on usage and feedback Selecting More brings site visitors to the Knowledge Base search page 6

Licensing & Product Registration Section Users must Register and Login in order to access this secure area Inside Licensing & Product Registration users have access to register products, activate

7 Licensing & Product Registration Section Users must Register and Login in order to access this secure area Inside Licensing & Product Registration users have access to register products, activate products by requesting License keys, upgrade products by pulling upgrade License keys, and review activated licenses. Note: The My Company s Products menu is only available for approved Partners. 7

activate products by requesting License keys, upgrade products by pulling upgrade License keys,

Self-Service Section Self-Service Overview (1) Users must login in order to access this secure area Customers have access to Reference Guides and Policies RMA Status My RMAs Bulk RMAs (by request)

8 Self-Service Section Self-Service Overview (1) Users must login in order to access this secure area Customers have access to Reference Guides and Policies RMA Status My RMAs Bulk RMAs (by request) Reprint FedEx Return Waybill My Service Requests My Company s Service Requests Escalation Requirements Self-Service Overview (2) Partners can have access to the following based on assigned access Reference Guides and Policies RMA Status My RMAs My Company s RMAs Bulk RMAs (by request) Repair Pricing Reprint FedEx Return Waybill My Service requests My Company s Service Requests Escalation Requirements 8

Requirements Self-Service Overview (2) Partners can have access to the following based on assigned access Reference Guides and Policies RMA Status My

Account Management Users must login in order to access this secure area Access to this area and related functions is for approved Partners only Partner

9 Account Management Users must login in order to access this secure area Access to this area and related functions is for approved Partners only Partner user access is based on assigning Roles to a user s Account profile If you are unsure about your access level(s), please contact your account management team 9

10 Doing Business with Polycom This section does not require Users to login Doing Business with Polycom provides access to the Polycom Security Center, ability to sign-up for notifications using the Support Subscription Center, an entry point to lookup and download Support Service Policies, information on how to raise Feature Requests, Polycom Global Services Technical Support Contact Information, and access to this Support Site Navigation Guide in downloadable PDF format 10

point to lookup and download Support Service Policies, information on how to raise Feature Requests, Polycom Global

Login or new User Registration Area The Knowledge Base and most Product Document & Downloads pages have open access and do not require Registration or Login New site Users must Register & Login in

11 Login or new User Registration Area The Knowledge Base and most Product Document & Downloads pages have open access and do not require Registration or Login New site Users must Register & Login in order to access additional functions such as Licensing and the ability to open a web Service Request In the case of Registration, Login or Password issues, please select the Support Portal Assistance feature by clicking Problems Logging In and navigating to the User Registration / Login Questions section If you are still having difficulty, please submit a Help Request 11

web Service Request In the case of Registration, Login or Password issues, please select the Support Portal Assistance feature by clicking

12 Polycom Knowledge Base It is not required that Users login in order to use the knowledge base Once logged-in, additional content may be accessible based on the user s profile Content can be found via Guided or Advanced Search Guided Search is the default Knowledge Base Search functionality Allows selecting Product(s) and Document Type(s) When entering a search string, Do provide a good search phrase (5-12 words) Do not enter just 1 single keyword Do combine words into one search string Advanced Search provides additional search criteria like Where to search (entire document, Title, etc.) Publishing time frame By Product Line or Product Name 12

Document Type(s) When entering a search string, Do provide a good search phrase (5-12 words) Do not enter just 1 single keyword Do combine words into one search

13 Documents & Software Downloads Area It is not required that Users login in order to access this section The Documents & Downloads section provides access to the five main category landing pages where Products can be selected by category Telepresence and Video Products, Voice Products, UC Infrastructure Products, Cloud and Hosted Solutions Products, and Strategic Global Partner Solutions Product landing pages are used to navigate to a specific Product page Each Product page can provide Product Software versions & Release Notes Product Quick Tips & User Guides Product Administration & Installation Guides 13

Infrastructure Products, Cloud and Hosted Solutions Products, and Strategic Global Partner Solutions Product landing pages are used to navigate to a

14 Support Portal Footer Area The support portal Footer area provides access to various Polycom information such as Terms & Conditions Privacy Policy Trademarks Site Map Contact Us Feedback 14

15 Thank you for choosing Polycom! 15

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