Cisco Smart Software Manager User Guide

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1 First Published: December 01, 2014 Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA USA Tel: NETS (6387) Fax:

2 THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS. THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY. The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCB's public domain version of the UNIX operating system. All rights reserved. Copyright 1981, Regents of the University of California. NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED AS IS" WITH ALL FAULTS. CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OF DEALING, USAGE, OR TRADE PRACTICE. IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO DATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCO OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers. Any examples, command display output, network topology diagrams, and other figures included in the document are shown for illustrative purposes only. Any use of actual IP addresses or phone numbers in illustrative content is unintentional and coincidental. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this URL: Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (1110R) The Java logo is a trademark or registered trademark of Sun Microsystems, Inc. in the U.S. or other countries Cisco Systems, Inc. All rights reserved.

3 CONTENTS Preface Preface v Audience v Document Conventions v Obtaining Documentation and Submitting a Service Request vi CHAPTER 1 Cisco Smart Software Manager Overview 1 About Cisco Smart Software Manager 1 System Requirements for Cisco Smart Software Manager 1 Supported Web Browsers 2 CHAPTER 2 Using Cisco Smart Software Manager 3 Licenses, Product Instances, and Registration Tokens 3 Virtual Accounts 4 Creating a Virtual Account 5 Modifying a Virtual Account 6 Deleting a Virtual Account 6 Virtual Account Panes 7 Viewing Virtual Account Information 9 Creating a Product Instance Registration Token 10 Viewing Product Instance Registration Tokens 11 Managing Product Instance Registration Tokens 12 Viewing Licenses in a Virtual Account 12 Transferring a License 12 Viewing Product Instances in a Virtual Account 13 Transferring a Product Instance 14 Removing a Product Instance 14 Viewing Event Logs 15 iii

4 Contents Exporting to CSV Files 15 Reports Pane 15 Running Reports 16 Notification Settings Pane 16 Creating Notifications 17 User Roles and Privileges 18 Users Pane 18 Creating a New User 19 Viewing User Information and Access Privileges 19 Modifying User Access 20 Satellites 20 Setting Up Smart Software Satellite 21 Satellites pane 22 Creating a New Satellite 25 Smart Accounts 26 Viewing Smart Accounts 27 Smart Account Pane 27 Viewing the Transaction History 28 Viewing Account Properties 28 Viewing License Agreements 28 Smart Software Manager Feedback 29 Smart Software Manager Support 29 iv

5 Preface This preface contains the following sections: Audience, page v Document Conventions, page v Obtaining Documentation and Submitting a Service Request, page vi Audience This guide is intended for site administrators who will manage Cisco Smart-enabled software installation and licensing. Document Conventions Command descriptions use the following conventions: Convention bold Bold text indicates the commands and keywords that you enter literally as shown. Italic Italic text indicates arguments for which the user supplies the values. [x] Square brackets enclose an optional element (keyword or argument). [x y] Square brackets enclosing keywords or arguments separated by a vertical bar indicate an optional choice. {x y} Braces enclosing keywords or arguments separated by a vertical bar indicate a required choice. v

6 Obtaining Documentation and Submitting a Service Request Preface Convention [x {y z}] variable string Nested set of square brackets or braces indicate optional or required choices within optional or required elements. Braces and a vertical bar within square brackets indicate a required choice within an optional element. Indicates a variable for which you supply values, in context where italics cannot be used. A nonquoted set of characters. Do not use quotation marks around the string or the string will include the quotation marks. Examples use the following conventions: Convention screen font boldface screen font italic screen font < > [ ]!, # Terminal sessions and information the switch displays are in screen font. Information you must enter is in boldface screen font. Arguments for which you supply values are in italic screen font. Nonprinting characters, such as passwords, are in angle brackets. Default responses to system prompts are in square brackets. An exclamation point (!) or a pound sign (#) at the beginning of a line of code indicates a comment line. This document uses the following conventions: Means reader take note. s contain helpful suggestions or references to material not covered in the manual. Caution Means reader be careful. In this situation, you might do something that could result in equipment damage or loss of data. Obtaining Documentation and Submitting a Service Request For information on obtaining documentation, using the Cisco Bug Search Tool (BST), submitting a service request, and gathering additional information, see What's New in Cisco Product Documentation, at: vi

7 Preface Obtaining Documentation and Submitting a Service Request Subscribe to What's New in Cisco Product Documentation, which lists all new and revised Cisco technical documentation, as an RSS feed and deliver content directly to your desktop using a reader application. The RSS feeds are a free service. vii

8 Obtaining Documentation and Submitting a Service Request Preface viii

9 CHAPTER 1 Cisco Smart Software Manager Overview This chapter contains the following sections: About Cisco Smart Software Manager, page 1 System Requirements for Cisco Smart Software Manager, page 1 Supported Web Browsers, page 2 About Cisco Smart Software Manager Cisco Smart Software Manager enables you to manage all of your Cisco Smart software licenses from one centralized website. With Cisco Smart Software Manager, you organize and view your licenses in groups called virtual accounts. See Virtual Accounts, on page 4. You use Cisco Smart Software Manager to transfer the licenses between virtual accounts as needed. Cisco Smart Software Manager is divided into two main sections: a Navigation pane on the left and the main Work pane. You can use the Navigation pane to do the following tasks: Choose virtual accounts from the list of all virtual accounts that are accessible by the user. Run reports against your virtual accounts. Modify your notification settings. Manage Users. View overall account information. System Requirements for Cisco Smart Software Manager No hardware or software other than a web browser is required to use Cisco Smart Software Manager. 1

10 Supported Web Browsers Cisco Smart Software Manager Overview Supported Web Browsers The following web browsers are supported for Cisco Smart Software Manager: Chrome 36.0 and later versions Firefox 30.0 and later versions Safari Internet Explorer 10.0 and later versions Javascript 1.5 or a later version must be enabled in your browser. 2

11 CHAPTER 2 Using Cisco Smart Software Manager This chapter contains the following sections: Licenses, Product Instances, and Registration Tokens, page 3 Virtual Accounts, page 4 Virtual Account Panes, page 7 Reports Pane, page 15 Notification Settings Pane, page 16 User Roles and Privileges, page 18 Users Pane, page 18 Satellites, page 20 Satellites pane, page 22 Smart Accounts, page 26 Smart Account Pane, page 27 Smart Software Manager Feedback, page 29 Smart Software Manager Support, page 29 Licenses, Product Instances, and Registration Tokens Licenses Licenses are required for all Cisco products. The following types of product licenses vary depending on the Cisco product: Term licenses Licenses that automatically expire after a set amount of time: one year, three years, or whatever term was purchased. Perpetual licenses Licenses that do not expire. Demo Licenses Licenses that expire after 60 days. Demo licenses are not intended for production use. 3

12 Virtual Accounts Using Cisco Smart Software Manager Product Instances A product instance is an individual device with a unique device identifier (UDI) that is registered using a product instance registration token. You can register several instances of a product with a single registration token. Each product instance can have one or more licenses that reside in the same virtual account. For details on registration tokens, see Product Instance Registration Tokens, on page 4 Product instances must periodically connect to the Cisco Smart Software Manager servers during a specific renewal period. If a product instance fails to connect, it is marked as having a license shortage, but continues to use the license. If you remove the product instance, its licenses are released and made available within the virtual account. Product Instance Registration Tokens A product requires a registration token until you have registered the product. Registration tokens are stored in the Product Instance Registration Token Table that is associated with your smart account. Once the product is registered, the registration token is no longer necessary and can be revoked and removed from the table. Registration tokens can be valid from 1 to 365 days. Tokens can be generated with or without the export controlled functionality feature being enabled. For details on creating a registration token, see Creating a Product Instance Registration Token, on page 10 Virtual Accounts Virtual accounts are collections of licenses and product instances. You can create virtual accounts in Cisco Smart Software Manager to organize the licenses for your company into logical entities. You can use virtual accounts to organize licenses by business unit, product type, IT group, or whatever makes sense for your organization. For example, if you segregate your company into different geographic regions, you can create a virtual account for each region to hold the licenses and product instances for that region. All new licenses and product instances are placed in a virtual account. You choose the virtual account when you register a product instance. You can transfer existing licenses or product instances from one virtual account to another. See Licenses, Product Instances, and Registration Tokens, on page 3. There is exactly one default virtual account. You can access the default account by clicking the (star) icon next to the virtual account name. You can also re-assign the default status between your virtual accounts. You cannot assign a virtual account associated with a satellite as the default virtual account. 4

13 Using Cisco Smart Software Manager Creating a Virtual Account Satellite Virtual Accounts Virtual accounts that are associated with the satellites are identified by the virtual account name. (satellite) icon next to the Satellite is an standalone application that support products which have partial or no connectivity to Cisco network. the following points that apply to satellite virtual accounts: The registration tokens used for satellite virtual accounts, should be created in the Cisco Smart Software Satellite tool. This data must be synchronized with the Cisco Smart Software Manager to view the changes in the software. You cannot assign a virtual account associated with a satellite as the default virtual account. Virtual accounts can be added to a satellite but cannot be deleted. However, note that virtual accounts are disassociated when the satellite is removed. Creating a Virtual Account In the Navigation pane, click the + (plus) symbol to the right of the Virtual Accounts header. In the New Virtual Account dialog box, complete the following fields: field The name that you want to assign to the new virtual account. You can use any characters or spaces except ` (accent mark), \ (backslash), ^ (carat), " (double quote), = (equal sign), > (greater than), < (less than), and ' (single quote). The name is limited to 24 characters. field The description of the virtual account. You can enter up to 255 characters of the name that will be displayed in the General tab of the work area. Step 3 Click Save. 5

14 Modifying a Virtual Account Using Cisco Smart Software Manager Modifying a Virtual Account Step 3 In the Navigation pane, click an existing virtual account. On the General tab, click Edit. In the Edit Virtual Account Settings dialog box, complete the following fields: field field Default check box The new name to assign to the virtual account. You can use any characters or spaces except ` (accent mark), \ (backslash), ^ (carat), " (double quote), = (equal sign), > (greater than), < (less than), and ' (single quote). The name is limited to 24 characters. The description of the virtual account. You can enter up to 255 characters of the name that will be displayed in the General tab of the work area. (Optional) Check the check box to make the specified virtual account, the default account. Step 4 Click Save. Deleting a Virtual Account You can delete virtual accounts only if no licenses or product instances are associated with the virtual account. You can transfer associated licenses or product instances to another virtual account before you delete a virtual account. You cannot delete the current default virtual account. To delete the default virtual account, you must first assign a different virtual account to be the default. If you try to delete a virtual account that has roles assigned to a user, a warning message is displayed to notify that the user roles will be revoked when you delete a virtual account. You can check the check box to notify the users about the virtual account deletion if you decide to delete the virtual account. Step 3 In the Navigation pane, click an existing virtual account. On the General tab, click Edit. In the Edit Virtual Account Settings dialog box complete the following fields: 6

15 Using Cisco Smart Software Manager Virtual Account Panes field field Make this the default destination for new licenses check box The name of the virtual account. Information about the virtual account. Check the check box when there is no default virtual account associated with this account and to make this account the default destination for the new licenses. Step 4 Step 5 Step 6 At the bottom right corner of this dialog box, click Delete Virtual Account. The system displays the Confirm Delete Virtual Account dialog box. If the virtual account that you are deleting is the default, the dialog box contains the Default Virtual Account drop-down list from which you can choose a new default virtual account. If you try to delete a virtual account that has associated licenses or product instances, the system displays a warning message to transfer the licenses and product instances to another virtual account before the deletion occurs. If you are deleting the default virtual account, choose a new default virtual account from the Default Virtual Account drop-down list. In the Confirm Delete Virtual Account dialog box, click Delete Virtual Account. Virtual Account Panes Virtual account panes include the following: Alert Bar General Tab License Tab Product Instances Tab Event Log Tab Alert Bar Any license or product instance that is not in compliance with the licensing agreement creates an alert. The Alert Bar provides a summary of the alerts in the virtual account. Alerts are listed in the tables on the Licenses and Product Instances tabs and are summarized in the Alert Bar. If you choose the Major or Minor button to view alerts, the Alert Bar, which appears below the alert buttons, shows one row per alert. If there are no alerts, the alert buttons are hidden. 7

16 Virtual Account Panes Using Cisco Smart Software Manager The main portion of an alert contains the alert description. On the right of an alert are links to appropriate actions. For example, the alert Insufficient Licenses has links to the Transfer Licenses dialog box and to a Troubleshooting dialog box. On the right of the alert is the Action Due field, which shows how much time remains for you to take action on the alert. The Major button enables you to view all major alerts and take action on a specific alert. In addition to any other action links, all major alerts contain a link to a Troubleshooting dialog box that contains information about how to resolve the alert. The Minor button allows you to view all minor alerts and take action on a specific alert. Minor alerts are promoted to major alerts if not acted upon within their time limit. With minor alerts, you have the following options: Remind Later Notifications are dismissed until half of the time that is displayed in the Action Due field has passed. Dismiss No notifications are displayed until the next time that the error is generated. The Hide Alerts button allows you to collapse the alerts. General Tab The General tab displays information about the specific virtual account and the registration tokens that are associated with the virtual account. From the General tab, you can do the following: View information about the virtual account. Edit the virtual account. Make the virtual account as the default virtual account. View a list of existing product instance registration tokens. Create new product instance registration tokens. Copy, download, or revoke registration tokens. Revoked registration tokens can be left in the list or removed. Licenses Tab The Licenses tab displays information about all of the licenses in your virtual account. From the Licenses tab, you can do the following: View a list of all licenses in the virtual account. Filter the licenses by the license identifier. View information about a specific license and which product is using it. View information about the alerts for specific licenses. Transfer licenses between virtual accounts. 8

17 Using Cisco Smart Software Manager Viewing Virtual Account Information Export the list of licenses to a.csv file. Product Instances Tab The Product Instances tab displays information about all of the product instances in your virtual account. From the Product Instances tab, you can do the following: View a list of all product instances. Filter the product instances by the product identifier. View information about specific product instances and what licenses it consumes. View information about the alerts for a specific product instance. Transfer a specific product instance between virtual accounts. You cannot transfer or remove product instances from virtual accounts associated with a satellite. Remove a specific product instance from the virtual account which subsequently removes it from the smart account. Export a list of product instances to a.csv file. Event Log Tab The Event Log tab displays information about all of the events in a virtual account. Events are actions that you have taken using Cisco Smart Software Manager such as adding and removing licenses and products, adding and renaming virtual accounts, and so on. From the Event Log tab, you can do the following: View a detailed list of all events in the selected virtual account. Filter the events by license or by product. Export the list to a.csv file. Viewing Virtual Account Information In the Navigation pane, click a virtual account. Click the General tab. 9

18 Creating a Product Instance Registration Token Using Cisco Smart Software Manager Creating a Product Instance Registration Token Product instance registration tokens are used to register and consume a product for smart licensing. You must generate a token to register the product and add the product instance to a specified virtual account. When you create a new token, it is added to the Product Instance Registration Token table of that virtual account in which the product will be registered. You cannot create token for virtual accounts that belong to a satellite. You can create a registration token in the Cisco Smart Software Satellite for these virtual accounts. Step 3 In the Navigation pane, click an existing virtual account. On the General tab, click New Token. In the Create Registration Token dialog box, complete the following fields: Virtual Account field Displays the virtual account under which the registration token will be created. field Expire After field The description of the registration token. Specify a description that will help you identify the token. The time limit for the token to be active up to 365 days. Step 4 Step 5 Step 6 Check the check box to turn On the export controlled functionality for tokens of a product instance you wish in this virtual account. By checking the checkbox and accepting the terms, you enable the tokens to use the restricted features on your product instances. You can uncheck the check box if you wish not to allow the export controlled functionality to be made available for use with this token. Caution Use this option only if you are compliant with the export controlled functionality. Some export controlled features are restricted by the United States Department of Commerce. These features are restricted for products registered using this token when you uncheck the check box. The export controlled functionality is available for only those tokens that comply the regulations and policies of the United States Department of Commerce. Any violations are subjected to penalties and administrative charges. This field is visible for only those smart accounts that are permitted to use this functionality. Check the check box to indicate your agreement to the terms and conditions mentioned in the text box. Read them carefully before you choose your options. Click Create Token or Cancel to remove the data. 10

19 Using Cisco Smart Software Manager Viewing Product Instance Registration Tokens Viewing Product Instance Registration Tokens You can view the registration tokens for a virtual account. These registration tokens can be used to register new product instances in the virtual account. Step 3 In the Navigation pane, click a virtual account. Click the General tab. This page has two sections: Virtual Account and Product Instance Registration Tokens. In the Product Instance Registration Tokens section, the following details are displayed in a table. Tokens field The token ID that was generated. You can click the link to view or press Ctrl+C to copy the entire length of the token string. Expiration Date field field Export Controlled-Functionality field Created By field Actions links The time limit for the token to be active. The description of the registration token. Specifies if the export controlled functionality is enabled for the generated token. This field is visible for only for those smart accounts that are permitted to use this functionality. The user who created the token. Perform one of the following actions: Copy Copy the token to your clipboard. Download Download the token to your local machine in a text file format. Revoke Revoke the token. Revoked tokens can no longer be used. Remove Remove a revoked token from the Product Instance Registration Token table. 11

20 Managing Product Instance Registration Tokens Using Cisco Smart Software Manager Managing Product Instance Registration Tokens Step 3 In the Navigation pane, click an existing virtual account. On the General tab, locate the token in the Product Instance Registration Token table that you want to manage. In the Product Instance Registration Token table, perform one of the following actions: Copy Copy the token to your clipboard. Download Download the token to your local machine in a text file format. Revoke Revoke the token. Revoked tokens can no longer be used. Remove Remove a revoked token from the Product Instance Registration Token table. Viewing Licenses in a Virtual Account In the Navigation pane, click a virtual account. Click the Licenses tab. Step 3 (Optional) You can export the license list to a.csv file from this pane. See Exporting to CSV Files, on page 15. Step 4 Click the license ID to see detailed information about a license. The system displays the License Detailed Information dialog box. This dialog box has four tabs: Overview, Product Instances, Event Log, and Order History. What to Do Next You can transfer licenses to or from a different virtual account. Transferring a License Licenses can be transferred between virtual accounts in a smart account. Step 3 In the Navigation pane, click an existing virtual account. Click the Licenses tab. In the Licenses table, locate the license that you want to transfer. 12

21 Using Cisco Smart Software Manager Viewing Product Instances in a Virtual Account Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. Step 4 Step 5 In the Actions column, click the Transfer link for the license that you want to transfer. In the Transfer Licenses dialog box, complete the following fields: License field The name of the license, the virtual account that it belongs to, and the number of licenses that are currently available. Transfer field The virtual account that you want to transfer licenses to or from: To Licenses are transferred from the current virtual account to the selected virtual account. From Licenses are transferred from the selected virtual account to the current virtual account. Quantity field The number of licenses that you want to transfer. You can view a summary of changes from the Transfer Licenses dialog box after you complete the Transfer and Quantity fields by clicking Preview. Step 6 Step 7 Click OK to transfer the licenses, or click Preview to view a summary of the changes. In the Transfer Preview dialog box, click Complete Transfer to transfer the licenses or click Back to make more changes. Viewing Product Instances in a Virtual Account In the Navigation pane, click a virtual account. Click the Product Instances tab. Step 3 (Optional) You can export the list of product instances to a.csv file. See Exporting to CSV Files, on page 15. Step 4 Click the product instance name to see detailed information about a product instance. A cluster setup icon by the right side of the product instance indicates a high availability of routers for that specific product instance. The system displays the Product Instance Details dialog box. This dialog box has two tabs: Overview and Event Log. What to Do Next You can transfer a product instance to a different virtual account or delete product instances. 13

22 Transferring a Product Instance Using Cisco Smart Software Manager Transferring a Product Instance Caution Transferring a product instance from one virtual account to another virtual account does not result in the corresponding licenses being transferred. You will have to transfer the licenses separately. You cannot transfer or remove product instances from virtual accounts associated with a satellite. Step 3 Step 4 Step 5 In the Navigation pane, click an existing virtual account. Click the Product Instances tab. In the Product Instances table, locate the product instance that you want to transfer. Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. In the Actions column, click the Transfer link for the product instance that you want to transfer. In the Transfer Product Instance dialog box, complete the following fields: field Transfer To drop-down list The name of the product instance and the product name. Choose the virtual account that you want to transfer the product instance to. Step 6 Click OK to transfer the product instance. Removing a Product Instance When you remove a product instance from the software, you are removing it only from the table. The licenses that the product instance was using are still available and can be used by other products. You must re-register the product instance with the cloud so that it can communicate with the product again. Step 3 In the Navigation pane, click an existing virtual account. Click the Product Instances tab. In the Product Instances table, locate the product instance that you want to remove. Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. 14

23 Using Cisco Smart Software Manager Viewing Event Logs Step 4 Step 5 In the Actions column, click the Remove link for the product instance that you want to remove. In the Confirm Remove Product Instance dialog box, click Remove Product Instance. Viewing Event Logs The event log shows the event message, the time of the event, and the user (if any) associated with the event. In the Navigation pane, click a virtual account. Click the Event Log tab. You can filter the event log to display either by license type or product instance. Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. Step 3 (Optional) You can export the event list to a.csv file from this pane. See Exporting to CSV Files, on page 15. Exporting to CSV Files You can export information pertaining to licenses, product instances, event logs or user information. Step 3 In the Navigation pane, click a virtual account. On the License, Product Instances, Event Log, or Users page, click the CSV icon in the upper right. Use the File Save dialog box to save the file on your hard drive. The system uses a platform-dependent dialog box to save the file. The dialog box varies slightly depending on the browser and operating system that you are using. Reports Pane The Reports pane enables you to run different reports against your virtual accounts. The Reports table displays the following information for each supported report: area The name of the Cisco Smart Software Satellite report. Click the link to view the specific report page. 15

24 Running Reports Using Cisco Smart Software Manager area The description of the report. Running Reports Step 3 In the Navigation pane, click Reports. On the Reports page, choose the report that you want to run. In the Report Settings pane, complete the following fields: field field Virtual Account drop-down list Product Type field (product instance reports only) The name that you want to assign to the report. The optional description that you want to use for the report. Choose one or more virtual accounts that you want to run the report against. Choose All Virtual Accounts to run the report against all virtual accounts. You can run reports for only those virtual accounts to which you have access. The product type that you want to run the report against. You can choose one or more product families. Step 4 In the Actions pane, choose an action. This can be one of the following: Run Report Export to Excel Export to CSV Clicking Run Report opens the report in a new browser window. Clicking Export to Excel or Export to CSV opens a File Save dialog box. Notification Settings Pane The Notification Settings pane enables you to select events such as informational events or alerts for which you receive notifications. 16

25 Using Cisco Smart Software Manager Creating Notifications Creating Notifications notifications are sent to the that is associated with your login. Each user can have different notification settings. In the Navigation pane, click Notifications. On the Notification Settings page, complete the following fields: Receive a daily summary check box Address field AlertEvents section Check the check box to receive a daily summary of all selected alerts. summaries are sent at 12:01 a.m. EST. You can send a notification for only those virtual accounts to which you have access. The address that you have specified to receive notifications. Check the check box for each alert for which you would like to receive s. This can be one or more of the following: Insufficient Licenses Receive an alert whenever the account license usage exceeds the existing accounts. Licenses Expiring Receive an alert whenever the expiration date for a term-limited license is approaching. Licenses Expired Receive an alert whenever the expiration date for a term-limited license has passed. Product Instance Failed to Connect Receive an alert whenever a product has not successfully connected to the Cisco servers during the renewal period. Product Instance Failed to Renew and Was Removed Receive an alert whenever a product was removed because it has not connected to the Cisco servers during its maximum allowed renewal period. Informational Events section Check the check box for each event for which you would like to receive s. This can be one or more of the following: New Licences Receive an alert whenever new licenses are added to the account. New Product Instance Receive an alert whenever a new product instance is successfully registered. Step 3 Click Save. 17

26 User Roles and Privileges Using Cisco Smart Software Manager User Roles and Privileges This section describes the various users who have access to the smart software and their respective privileges to perform tasks. The following users can perform roles depending on the user's access rights: Smart Account Approver Has rights to approve the Cisco Smart Software legal agreement. Smart Account Administrator Has rights to set up and manage all smart accounts. Smart Licensing Administrator Manages the following tasks for the assigned smart accounts: Creating a new user Creating/deleting virtual accounts Generating tokens Transferring licenses and product instances between virtual accounts Managing Satellites The smart licensing administrator cannot remove a satellite that has product instances. However, you can contact the Cisco Support to remove a satellite that has product instances. Virtual Account Administrator Manages the assigned virtual accounts by performing various tasks such as generating tokens and transferring licenses/product instances between these accounts. Users Pane The Users pane enables the smart license administrator to create a new user and set up appropriate access privileges to perform various tasks related to virtual accounts. The following user details and the access privileges are displayed on the Users page. Address Company Roles Displays the name of the user. Click the user's name to view the complete information about the user. Displays the address of the user. Displays the name of the company for which the user works. Displays the roles that has been assigned for the user. 18

27 Using Cisco Smart Software Manager Creating a New User Creating a New User You can create, modify or delete a user in a smart account: Refer to the User Roles and Privileges, on page 18 to see if you have the access to perform these tasks. Step 3 In the Navigation pane, click Users. On the Users page, click the New User button. In the New User dialog box, complete the following fields: or Cisco.com ID field User Roles field The address or Cisco.com ID of the user you wish to add. You will be notified of the user accounts and user roles that are added or deleted through this ID. You will not receive any further notifications after your user account has been removed. The appropriate roles assigned for the new user. The roles displayed are based on what you are authorized to provide the user. Step 4 Step 5 Step 6 Step 7 Click Continue. A New User pane is displayed with the details that you provided. Review the information and click Back to reenter data or click Continue to proceed with adding the new user. Click Add User to confirm the addition or click Cancel to remove. The new user is added to the smart account table and an is sent to the user with instructions about how to access the assigned smart account. Viewing User Information and Access Privileges In the Navigation pane, click Users. On the Users page, click the username whose information you want to view. The system displays the User Information and Access Details dialog box. This dialog box has two tabs: Overview and Event Log. 19

28 Modifying User Access Using Cisco Smart Software Manager Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. Step 3 Optionally, you can export the user information to a.csv file from this pane. See Exporting to CSV Files, on page 15. What to Do Next You can add or remove access privileges for an existing user by clicking the Assign a Role drop-down arrow in the Overview page. Modifying User Access You can modify the user's access privileges by assigning new roles or removing the existing roles. In the Navigation pane, click Users. On the Users page, click the username, whose information that you want to access. The system displays a dialog with the user name in the title. This dialog has two tabs: Overview and Event Log. Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. Step 3 Optionally, you can export the user information to a.csv file from this pane. See Exporting to CSV Files, on page 15 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 0 Click the Overview window. This window has two sections: Contact Information and Access Privileges. You can view the contact details of the user. In the Overview window, go to the Access Privileges section. The existing roles assigned for the user are displayed in a table. Click the Assign a Role drop-down arrow to add new roles for the user. Click Save to update the table. Click Remove next to the specified role to remove the roles that you choose or click Remove All to remove all the roles assigned to the user. Click Save to update the table. Check the checkbox to notify the user of any changes in the role assignments via . An is sent to the user specifying the roles added / removed and the current roles assigned. Satellites Cisco Smart Software Satellite supports products that do not have connectivity to the Cisco network or have limited network access. Cisco Smart Software Satellite serves as a local data collector to access the Smart Software licenses in a disconnected mode. It collects and transfers the data that is stored at scheduled time intervals by communicating with Cisco.com 20

29 Using Cisco Smart Software Manager Setting Up Smart Software Satellite Setting Up Smart Software Satellite To configure the satellite, complete the following setup functions: Register Satellite Time Settings Synchronization Settings Summary Before You Begin Ensure that you have installed and launched the Satellite before you begin the setup process. For more details on the installation process, see Smart Satellite Installation Guide. Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step Launch the Cisco Smart Software Satellite using the URL: Log in to the Smart Software Satellite Setup page with the default username: admin and password: Admin!23. The Smart Software Satellite Setup page is displayed. On this page, the Register Satellite step allows you to generate and save the registration file. Click Generate Registration File to generate and save the file to your local file directory. After this step, you are required to open a new tab in the browser and log into Cisco Smart Software Manager to authorize the registration file. Follow the steps 3-10 to log on and continue the process. Launch the Cisco Smart Software Manager using the URL: Log in to your Smart Account in Cisco Smart Software Manager using your smart account username and password. On the Navigation pane, click Satellites. In the Satellites page, click New Satellite button. In the New Satellite dialog box, enter the name of the satellite that requires registration. Click Browse, which is located next to the Registration File field, to select the registration file that was generated in the Software Satellite Setup tool. In the Virtual Accounts field specify the virtual account in which you want to add the new satellite. In the text box next to Contact Address field, enter your address. You will be notified to this once the satellite file has been authorized. Click Send Authorization Request to proceed. A message is displayed stating that an authorization file is generated within 48 hours of the request and that you will receive an notification to download the same. If the authorization file is not generated within 48 hours of your request or you do not receive an notification, you can contact the Cisco support. 21

30 Satellites pane Using Cisco Smart Software Manager Log into Cisco Smart Software Manager after you receive the notification. Navigate to the Satellite page. In the Satellite page, locate the new satellite that you created in the satellite table. You will see an alert message in the Alerts column displaying: Authorization File Ready and a link in the Actions column displaying:download Authorization File against the new satellite that you created in the satellite table. Click the Download Authorization File link and download the authorization file to your local file directory on your hard drive. After this step, you should revert to Cisco Smart Software Satellite and upload the authorized file. Perform the following steps to continue the setup process. In the Software Satellite, at the Register Satellite step, click Browse and navigate to the location where the authorized satellite file was downloaded. Click Upload to upload the authorized satellite file. Click Next to proceed. On the Time Settings tab, ensure that the time on the satellite is accurate to synchronize with the Cisco licensing cloud. If the time varies, make sure that the JEOS platform on which the satellite is running is in sync with the NTP server. Click Next to proceed to the Synchronization Settings page. A periodical synchronization must happen between the satellite and the Cisco licensing servers to update the licenses and reauthorize any product instances. Choose one of the following methods to set up the synchronization. This section allows you to set up the connection between the Cisco Smart Software Satellite and the Cisco.com cloud portal to synchronize at different time intervals using the following mode options: Network Synchronization Data is synchronized and updated at scheduled time periods in this mode. You can choose this mode if you are able to connect to Cisco.com periodically. This type of synchronization is suitable for network enabled environments. Manual Synchronization Data is transferred through a file download and upload process in a manual synchronization mode. You can choose this mode if you do not have network connectivity or cannot establish a connection to communicate with Cisco Smart Software Manager. 2 3 You can modify this setting and schedule synchronization timing later in the Synchronization page of the Cisco Smart Software Satellite portal. For more details, see Scheduling Synchronization for Satellites. Click Next to view the Summary page. Review the summary details and click Configure Satellite to complete the satellite configuration and navigate to the Cisco Smart Software Satellite screen or click Back to edit the previous page settings. This completes the satellite configuration process. You can now navigate to the Cisco Smart Software Manager and view the details of the satellite. Refer to the other sections of the user guide to view or perform various tasks of smart licensing. Satellites pane The Satellites pane lets you view the details of the satellites that have been registered. Satellite panes include the following: Alert Bar New Satellite Tab and a Filter combo box 22

31 Using Cisco Smart Software Manager Satellites pane Satellite information table The number of major and minor alerts associated with the Satellites are displayed on the Satellites tab in the left navigation pane of the Cisco Smart Software Manager. Alert Bar Any satellite that has not been authorized or synchronized in due time creates an alert. The Alert Bar provides a summary of the alerts in the satellite. Alerts are listed in the tables on the Satellite pane and are summarized in the Alert Bar. If you choose the Major or Minor button to view alerts, the Alert Bar, which appears below the alert buttons, shows one row per alert. If there are no alerts, the alert buttons are hidden. The main portion of an alert contains the alert description. On the right of an alert are notifications or links to appropriate actions. For example, the alert Satellite Authorization File Ready has links to the Download File dialog box and to a Dismiss dialog box. On the right of the alert is the Action Due field, which shows how much time remains for you to take action on the alert. The Major button enables you to view all major alerts and specifies the due time to act upon. The Minor button allows you to view all minor alerts and take action on a specific alert. Minor alerts are promoted to major alerts if not acted upon within their time limit. With minor alerts, you have the following options: Remind Later Notifications are dismissed until half of the time that is displayed in the Action Due field has passed. Dismiss No notifications are displayed until the next time that the error is generated. The Hide Alerts button allows you to collapse the alerts. New Satellite Tab You can create new satellites in this pane using the New Satellite tab. See Creating a New Satellite, on page 25 Satellite information table The following satellite details are displayed on the Satellites page: Enter a value in the Filter combo box and click Filter to limit the number of entries that are displayed. Product Instances The name of the satellite. The number of product instances associated with the satellite. 23

32 Satellites pane Using Cisco Smart Software Manager Synchronizatoin Mode The mode in which the satellite synchronizes with Cisco to transfer and update data. It can one the following: Network Synchronization Data is synchronized and updated at scheduled time periods in this mode. You can choose this mode, if you are able to connect to Cisco.com periodically. Manual Synchronization Data is transferred through a file upload and download process in a manual synchronization mode. Last Synchronizatoin Synchronizatoin Due Alerts The time when the most recent synchronization was successfully completed. The sync up time that is due for the next data transfer to occur. The following are the type of alerts that can be generated by the system. Synchronization Overdue Any instance of the satellite that has not synchronized with Cisco for over a period of 66 days will receive this overdue alert. Clicking the alert will provide you with the following two tabs that can help you find solutions to clear the alert: Troubleshooting Details Follow the instructions provided to troubleshoot the alert. You can also view the satellite information by clicking the Details tab. Synchronization Attempt Failed This type of alert is displayed when you attempt to synchronize data from Smart Software Manager to Cisco and the network connection fails. 24

33 Using Cisco Smart Software Manager Creating a New Satellite Actions The following actions can be performed: File Synch You can choose this action and follow the instructions below to synchronize the satellite file. Click Browse to upload the synchronization file that was generated by the smart software satellite. Click the Generate Response File button to generate a synchronization response file. A confirmation message is displayed. Download the file to your local desktop and upload the same file to the smart software satellite to complete the synchronization process. Remove You can choose to remove all the product instances registered with this satellite by using this action button. Creating a New Satellite Before You Begin Ensure that you have generated the registration file using the Cisco Smart Software Satellite set up process. In the navigation pane, click the Satellites tab. On the Satellites page, click New Satellite tab and complete the following: Satellite Registration File The name you want to assign to the new satellite. Click on the Browse tab to locate the registration file that was generated using the Cisco Smart Software Satellite setup process. On selection, the filename is displayed beside the Browse button. 25

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