Guide to Ordering UCSS - cisco.com Reference Guide Revision 8/24/2011 Cisco Commerce Workspace Page 1 of 65 ` Guide to Ordering UCSS Version 1.0 Sept 2011 Cisco Systems, Inc

Detailed Reference Guide

Revision 8/24/2011 Cisco Commerce Workspace Page 1 of 65

`

Guide to Ordering UCSS

Version 1.0 Sept 2011

Cisco Systems, Inc.

170 West Tasman Drive San Jose, CA 95134

United States of America



Preface

Who Should Read this Guide

The Guide to Ordering UCSS is designed for Partners and Distributors who are ordering Unified

Communications Software Subscriptions (UCSS), either in CCW or Marketplace.

How this Guide is Organized This guide will help you purchase UCSS based on the ordering tool and generation of SKUs you

wish to use.

If you wish to order the new UCSS SKUs through CCW, refer to Module 1. If you wish to order

the 1st gen/legacy UCSS SKUs through Market Place/Ordering Tool, refer to Module 2. If you

are unsure of where your order will be placed, please contact your Partner Account Manager,

Customer Service Relationship Manager or Distributor Account Manager.

Title Audience Contents

Introduction All CCW Users Summarizes the key facts

about the different types of

UCSS SKUs as well as other

critical information to consider

when ordering UCSS.

Module 1: Using the New 3rd

gen Duration-Specific UCSS

SKUs (Orderable only in

CCW)

1 Tier/Direct Partners

Distributors with access to

CCW Ordering

2-Tier/Indirect Partners

purchasing through a Disti

with access to CCW

Ordering

How to quote, configure and

order the new 3rd gen UCSS

SKUs in CCW

Module 2: Using the 1st

gen/Legacy UCSS SKUs

(Orderable only in Market

Place)

1-Tier/Direct Partners

Distributors without

access to CCW Ordering

2-Tier/Indirect Partners

purchasing through a Disti

without access to CCW

Ordering

How to quote, configure and

order the 1st gen/legacy

UCSS SKUs

Frequently Encountered

Issues

All CCW Users



Related Training & Documentation For UCSS support, including legacy quotes, contact: [email protected]. For

additional information about UCSS, refer to the following resources:

Resource Location

eLearning – CCW Quote Access via Partner Central

eLearning – CCW Order Access via Partner Central

Partner Resources – UCSS section http://www.cisco.com/en/US/partner/products/ps9158/prod

ucts_partner_resources_list.html

UCSS External Info/Reference

Page

http://www.cisco.com/en/US/products/ps9158/index.html

ESW Info Page http://www.cisco.com/en/US/products/svcs/ps3034/ps282

7/ps2993/serv_group_home.html

Product Upgrade Tool (PUT) http://www.cisco.com/upgrade

Partner Cisco Unified Workspace

Licensing Page

http://www.cisco.com/web/partners/sell/technology/ipc/inte

grated-solutions/workspace_licensing.html

Cisco Unified Workspace Licensing

Ordering Guide

http://www.cisco.com/web/partners/downloads/partner/W

WChannels/technology/ipc/downloads/cuwl_orderingguide

.pdf

Status Tool http://tools.cisco.com/qtc/status/tool/action/LoadOrderQue

ryScreen

Serial Number Reporter (SoNar) http://wwwte/cgi-bin/jmaki/mysntool.script

mailto:[email protected]

http://www.cisco.com/web/partners/events/commerce_workspace.html#~2

http://www.cisco.com/web/partners/events/commerce_workspace.html#~2

http://www.cisco.com/en/US/partner/products/ps9158/products_partner_resources_list.html

http://www.cisco.com/en/US/partner/products/ps9158/products_partner_resources_list.html

http://www.cisco.com/en/US/products/ps9158/index.html

http://www.cisco.com/en/US/products/svcs/ps3034/ps2827/ps2993/serv_group_home.html

http://www.cisco.com/en/US/products/svcs/ps3034/ps2827/ps2993/serv_group_home.html

http://www.cisco.com/upgrade

http://www.cisco.com/web/partners/sell/technology/ipc/integrated-solutions/workspace_licensing.html

http://www.cisco.com/web/partners/sell/technology/ipc/integrated-solutions/workspace_licensing.html

http://www.cisco.com/web/partners/downloads/partner/WWChannels/technology/ipc/downloads/cuwl_orderingguide.pdf



http://tools.cisco.com/qtc/status/tool/action/LoadOrderQueryScreen

http://tools.cisco.com/qtc/status/tool/action/LoadOrderQueryScreen

http://wwwte/cgi-bin/jmaki/mysntool.script



Contents

Preface................................................................................................................................................................................... 2

Who Should Read this Guide............................................................................................................................................ 2

How this Guide is Organized ............................................................................................................................................ 2

Related Training & Documentation................................................................................................................................. 3

Introduction to the New 3rd gen SKUs ..................................................................................... 6

Important Points about the 1st gen/Legacy UCSS SKUs ................................................................................................. 6

Important Points about the 3rd gen Duration-Specific UCSS SKUs ................................................................................ 6

Important Points about Converting 1st/2nd gen UCSS SKUs to the 3rd gen Duration-Specific UCSS SKUs ................... 7

Format of the New 3rd gen SKUs...................................................................................................................................... 8

Examples of Popular SKU Mappings ............................................................................................................................... 9

Module 1: Using the New 3rd gen Duration-Specific UCSS SKUs (Orderable Only in CCW) ...... 10

Benefits of Ordering the New UCSS SKUs in CCW .......................................................................................................... 11

Benefits to Customers .................................................................................................................................................... 11

Adding UCSS to a CCW quote............................................................................................................................................ 12

Auto-attach of UCSS ....................................................................................................................................................... 12

Mandatory-attach of UCSS ............................................................................................................................................ 12

Manual-attach of UCSS .................................................................................................................................................. 12

Selecting a Technical Services Contract ........................................................................................................................... 19

Add Technical Services (ESW) to the Quote .................................................................................................................. 19

Remove ESW from the Quote ........................................................................................................................................ 23

Modifying a UCSS Line on a CCW Quote.......................................................................................................................... 28

Select the Duration of a SKU or Remove a Non-Mandatory SKU ................................................................................ 28

Update In-flight quotes/configs/unsubmitted orders .................................................................................................. 32

Purchasing a Non-Default Duration of UCSS (for 1 Tier/Direct Partners purchasing through Cisco) ....................... 42

Placing a UCSS Order in CCW (with duration-specific UCSS SKUs) ............................................................................... 43



Completing a Follow-On Purchase of UCSS ..................................................................................................................... 50

Renewing UCSS with the Duration-Specific SKUs ........................................................................................................... 51

Purchasing a UCSS Upgrade using the Product Upgrade Tool....................................................................................... 52

Module 2. Using the 1st gen/Legacy UCSS SKUs (Orderable only in Market Place/Legacy

Ordering Tool) ...................................................................................................................... 53

Adding 1st gen/Legacy UCSS SKUs to a CCW Quote........................................................................................................ 54

Completing a Follow-On Purchase of UCSS ..................................................................................................................... 59

Additional Processes for 1st gen/Legacy UCSS ................................................................................................................ 63

Modifying UCSS lines on a CCW quote .......................................................................................................................... 63

Purchasing a Non-Default Duration of UCSS (for add-to-existing purchases)............................................................ 63

Purchasing a UCSS upgrade using the Product Upgrade Tool..................................................................................... 63

Renewing UCSS with 1st gen/Legacy SKUs .................................................................................................................... 63

Frequently Encountered Issues / Top Tips ............................................................................. 64



Introduction to the New 3rd

gen SKUs

.

Important Points about the 1st gen/Legacy UCSS SKUs The 1st generation (Legacy) UCSS SKUs were created as product-type SKUs, available in

Legacy configuration and ordering tools, such as Market Place (Legacy Ordering Tool) and

NetformX. However, these SKUs are incapable of systematically generating contracts, resulting in

highly manual processes for UCSS upgrades and renewals.

The 1st gen/Legacy UCSS SKUs will remain available for quoting in CCW, for pricing

and discounting purposes. However, the 1st gen/Legacy UCSS SKUs are not orderable

in CCW. Quotes/orders containing 1st gen/Legacy UCSS SKUs must be placed in Market

Place (Legacy Ordering Tool).

1st gen/Legacy UCSS SKUs are not available in Next Gen Config and must continue to

be configured using a legacy configuration tool (NetformX, Dynamic Configurator Tool,

Multi Line Configurator, Excel, etc.)

Important Points about the 3rd gen Duration-Specific UCSS SKUs A new generation of UCSS SKUs is now available in Cisco Commerce Workspace. These new

SKUs are duration-specific SKUs and are capable of generating contracts, so you do not need to

manually register and activate software subscriptions.

The new, duration-specific UCSS SKUs are orderable only in CCW and replace the 2nd

generation UCSS SKUs, which are now retired from all tools and systems. If you have an



existing/in-flight quote, configuration, or order containing the 2nd gen SKUs, you must

remove the 2nd gen SKUs and add the 3rd gen SKUs.

If you are ordering in CCW, Next Gen Config is the only tool that will create a valid

configuration for the new duration-specific UCSS SKUs. Dynamic Configurator Tool, Multi

Line Configurator, NetformX, Excel, and other legacy configuration tools do not support

the new SKUs and will prevent you from placing your order in CCW.

In many cases, CCW automatically attaches the new UCSS SKUs to product

configurations using the Next Gen Config capability – which means that you do not need

to guess which product requires or recommends purchase of UCSS.

o Non-mandatory UCSS SKUs that are auto-attached may be modified or removed

from the CCW quote, using punch-out to Next Gen Config.

o Certain offerings (Cisco Unified Workspace Licensing, Cisco Unified Workspace

Licensing Business Edition and any 3&3 Promo Offering) require mandatory

purchase of UCSS, in which case UCSS may not be removed from the CCW

quote.

Technical services, such as Essential Operate Services (ESW) should be purchased at

the time of the UCSS purchase, but may be removed from the quote and ordered at a

later date, if desired.

Non-default durations for co-terming coverage for UCSS is prorated, so pricing more accurately reflects coverage time. (1 Tier/Direct Partners only)

Important Points about Converting 1st/2nd gen UCSS SKUs to the 3rd gen Duration-Specific UCSS SKUs

If you are collaborating with a Cisco Account Manager, Partner, or Distributor who has

provided an Excel BOM or a Legacy Config (from NetformX, Dynamic Configurator Tool,

Multi Line Configurator, etc) – and you wish to place your UCSS order through CCW –

you must reconfigure the quote and replace the 1st/2nd gen SKUs with the 3rd gen

SKUs using punch-out to Next Gen Config tool.

Note: You must have access to CCW Ordering to place an order containing the new

SKUs in CCW. See the next section for detailed instructions.

If you have a quote, config, or order that you previously created containing the 2nd gen

UCSS SKUs, you will need to replace the 2nd gen SKUs with the 3rd gen SKUs, using

punch-out to Next Gen Config tool. See the next section for detailed instructions.



Format of the New 3rd gen SKUs The new 3rd generation SKUs contain the contract duration in the SKU; hence they are referred to

as duration specific SKUs.

The format of the 1st gen/legacy SKUs is:



Examples of Popular SKU Mappings This list is constantly updated. For the most updated SKU mapping contact ucss-

[email protected].

SOFTWARE PRODUCT PID 1ST GENERATION UCSS 3RD GENERATION EQUIVALENT

UCSS

TERM LENGTH

(# OF YEARS)

PRODUCT PID QUANTITY 1ST GENERATION

SKU

1ST GENERATION ORDER QTY

3RD GENERATION SKU

3RD GENERATION ORDER QTY

1 L-UNITY7-USR-ADDON 10 L-UCSS-MSG-1-1 10 UCSS-U-MSG-1-1 10

5 L-UNITY8-USR 6 L-UCSS-MSG-5-1 6 UCSS-U-MSG-5-1 6

2 L-UNITY8-USR-ADDON 200 L-UCSS-MSG-3-1 200 UCSS-U-MSG-2-1 200

3 L-UNITYCN2-USR-ADD 7 L-UCSS-MSG-3-1 7 UCSS-U-MSG-3-1 7

5 L-IPCOMM7-100PK= 6 L-UCSS-UPC-5-10 60

UCSS-U-UPC-5-100 6

3 L-IPCOMM7-10PK= 4 L-UCSS-UPC-3-10 4 UCSS-U-UPC-3-10 4

2 UNCN7-100USR-D-K9= 5 L-UCSS-MSG-2-1 500

UCSS-U-MSG-2-100 5

3 UNCN7-100USR-K9= 3 L-UCSS-MSG-3-1 300

UCSS-U-MSG-3-100 3

1 UNCN7-200USR-D-K9= 4 L-UCSS-MSG-1-1 800

UCSS-U-MSG-1-200 4

5 UNCN7-200USR-K9= 3 L-UCSS-MSG-5-1 600

UCSS-U-MSG-5-200 3





Module 1: Using the New 3rd

gen Duration-Specific UCSS SKUs

(Orderable Only in CCW)

If you use CCW to place your orders, refer to this module. It will take you through the steps for quoting and ordering the new UCSS SKUs in CCW. By ordering in CCW you are taking advantage of what the new SKUs have to offer! This module contains the following sections:

Benefits of Ordering the New UCSS SKUs in CCW

Adding UCSS to a CCW quote

Selecting a Technical Services Contract

Modifying a UCSS line on a CCW quote

Purchasing a Non-Default Duration of UCSS

Placing a UCSS Order in CCW

Completing a Follow-On Purchase of UCSS

Renewing UCSS with the Duration-Specific SKUs

Purchasing a UCSS upgrade using the Product Upgrade Tool

Enlarge the Screens

This guide contains CCW screen captures so you can easily see and remember each step of a

process. Be sure to use Adobe Reader Zoom whenever you want to see details on a CCW

screen.



Benefits of Ordering the New UCSS SKUs in CCW return to section list

Benefits to Customers 24/7 access to UCSS quoting for Partners eliminates the need for offline processes

Contracts for UCSS purchases are generated automatically so you don’t need to manually register and activate software subscriptions

In many cases, CCW automatically attaches UCSS SKUs to product configurations using the Next Gen Config capability so you do not need to guess which product requires or recommends purchase of UCSS

Systematic orderability through CCW and reduction of manual intervention for orders

Support for co-terming/non-default duration capabilities for 1-Tier/Direct subscriptions



Adding UCSS to a CCW quote return to section list

Auto-attach of UCSS CCW is designed to automatically attach UCSS to your quote so you don’t need to guess which

product requires or recommends purchase of UCSS.

If CCW attaches UCSS automatically, you will see this message under the product item:

Mandatory-attach of UCSS If UCSS is mandatory on a product (such as Cisco Unified Workspace Licensing, Cisco Unified

Workspace Licensing Business Edition and Promo 3&3 Offerings) you will see this star icon:

To modify or delete UCSS that has been attached automatically, refer to the next section:

Modifying a UCSS Line on a CCW Quote.

Manual-attach of UCSS You can also add UCSS manually to a CCW Quote by attaching

it to a product.

To attach UCSS to a product:

Step 1

First, import a saved configuration from Next Gen Config by clicking the Import a Saved Configuration

link on the Quote-Items page.



Step 2

Next Gen Config is the only tool to use for UCSS configurations when placing an order in CCW. Click

the Select button next to Next Generation Configuration tool and then select your configuration.



Step 3

On the Quote-Items tab, click the Select Service link underneath the product line.

Step 4

The Change Services page opens. Click the Add Subscriptions link next to the product line that

provides UCSS.



Step 5

The Add Subscription window opens. Click the plus sign to view your options.



Step 6 In this example we selected the 36 month duration. Click Ok.

Step 7

UCSS is added to the configuration. To accept the configuration, click Done.



Step 8

The Done Messages window has a warning explaining the subscription requires a product-based

service (ESW). Refer to the section: Add ESW to the Quote for instructions. Click Done.



Step 9

You are returned to the Quote-Items page. UCSS is now attached to the product. Because you

attached UCSS to a product you can complete your order in CCW.



Selecting a Technical Services Contract return to section list

Because a compatible software Technical Service such as Essential Operate Services (ESW) is

required to receive subscription upgrade entitlement on the software that the customer has

purchased, we recommend attaching both ESW and UCSS at the time of purchasing a Unified

Communications product. However, if you prefer to postpone your purchase ESW, you may

remove ESW from your quote or order, even if it is attached automatically. You may purchase

ESW at a later using Market Place (all users), Cisco Services Contract Center (CSCC, 1-Tier

Partners purchasing through Cisco), or Services Contract Center for Indirect Resellers &

Distributors (2-Tier Partners and Distributors).

If CCW automatically adds ESW to your quote or order, you will see this message:

Add Technical Services (ESW) to the Quote

Step 1

On the Quote-Items page, click on the Select Service link.



Step 2 This opens the Change Services page. Click the Add Services link on the major line.

Step 3

In this example, click the plus icon next to CISCO OPERATE SERVICES IPCC ATTP. This reveals

IPCC ATP Essential SW.



Step 4

Select the radio button, change the duration in the drop-down box and click OK.

Step 5

Finish the service configuration by clicking the Done button.



Step 6

You are returned to the Quote-Items page. Click the plus icon to see all items under the major line item.

Note: 2-Tier partners purchasing through an Early Adopter Distributor may now change the Buy Method

to a Cisco Distributor at this step – this is a new capability.



Step 7

When you are done, you may convert the quote to order in CCW. For instructions, see the section:

Placing a UCSS Order in CCW. You will select options for automatically creating a contract number

during the order process.

Remove ESW from the Quote Important: You MUST buy the corresponding service, now or later, if you have purchased the

UCSS already. An active Technical Service contract is mandatory in order to receive upgrade

entitlement on your software in PUT. If you do not buy the technical service, your upgrade

request will be denied.

Step 1

Go to the Quote – Items page and click the Remove Services link under the item.



Step 2

This takes you to the Change Services page. Click the Edit Services link.

Note: You can also click the Remove All Services button at the bottom of the page.



Step 3

Select the radio button for No Service. Then click Ok.

Step 4

Click Done.



Step 5

A warning message informs you UCSS requires a product-based service. Click Done.



Step 6

This returns you to the Quote-Items tab with ESW removed from the item. You can purchase ESW at a

later time using Market Place (all users), Cisco Services Contract Center (CSCC), 1-Tier Partners

purchasing through Cisco), or Services Contract Center for Indirect Resellers & Distributors (2-Tier

Partners and Distributors).



Modifying a UCSS Line on a CCW Quote

return to section list

You can modify UCSS lines on a CCW quote, whether they were added manually or

automatically.

This section explains how to:

Select the Duration of a SKU

Remove a Non-Mandatory SKU from your quote/order

Update In-flight quotes / configs / unsubmitted orders containing 1st/2nd gen SKUs

Select the Duration of a SKU or Remove a Non-Mandatory SKU

Step 1

On the Quote-Items tab, select a Buy Method from the drop down menu. This activates the links under

the product item. Select the Change Options link.

Step 2

This takes you to Next Gen Config. Note the message saying Cisco automatically added UCSS and

see UCSS listed in the Configuration Summary.



Step 3

Select a different duration-specific SKU or click the Clear Selection link to remove UCSS. Note: If

UCSS is mandatory for this product, the Clear Selection link will be inactive.



Step 4 In this example we will select the 24 month SKU and click Done in the Configuration Summary.

Step 5

Product configuration was successful. Click Done in the Done Messages box.

Note: If configuration was not successful, the message box would instruct you in the next steps and you

would click the Return to configuration button to make the changes.

Note: You can also use the Add Change Services button to add ESW at this point.



Step 6

This returns you to the Quote-Items page with the duration for UCSS that you selected. Click Save to

accept the configuration.



Update In-flight quotes/configs/unsubmitted orders If you have a quote, config or order that you previously created containing the 1st gen UCSS SKUs, you

can replace the 1st gen SKUs with the 3rd gen SKUs, using punch-out to Next Gen Config tool. This

makes the quote eligible for ordering in CCW and eliminates the need to manually register and activate

your UCSS.

Note: If you have a quote, configuration, or unsubmitted order that contains the 2nd gen SKUs, please

reach out to the UCSS Support Team to determine which 3rd gen SKU to use: ucss-

[email protected].

This section contains two parts:

Replacing UCSS as a Major line vs. a Minor line

Replacing the 1st gen SKUs with the 3rd gen SKUs

Replacing UCSS as Major Line vs. Minor Line

Step 1

Import a saved configuration from NetformX, Dynamic Configurator Tool, Multi Line Configurator, or

Excel that contains 1st gen/legacy UCSS SKUs.

Step 2

In this example we will show a DCT configuration containing the 1st gen SKUs as both major and minor





lines on configuration.

UCSS as a minor line: Notice that minor line 2.3 contains a warning message. In the case that you

receive a warning message at the minor line level for an imported configuration containing the 1st gen

SKUs, you will need to replace the existing 1st gen SKU with a new 3rd gen SKU. Refer to the next

section for detailed instructions.

UCSS as a major line

Notice that major line 4.0 contains a warning message. If you import a saved configuration that contains

a 1st gen UCSS SKU as a major/product line, you will need to determine whether or not you intend to

purchase that SKU along with another product on the quote/configuration.

In this example, line 4.1 may be re-attached under major/product line 5.0. You will need to determine the

equivalent 3rd gen SKU and then punch-out to Next Gen Config to add that SKU as a minor line under

line 5.0. Refer to the next section for details. The major line UCSS part number is not needed if ordering

through CCW.

If you determine that you need to purchase the UCSS SKU as a follow-on or renewal, you must

complete the purchase in Market Place/ Legacy Ordering Tool. Note that this will require you to

complete a manual activation and registration process for UCSS as the Legacy SKUs do not

automatically generate contracts.



To Replace the 1st gen SKUs with the new 3rd generation SKUs:

Step 1

Import a saved configuration from NetformX, Dynamic Configurator Tool, Multi Line Configurator, or

Excel that contains 1st gen/legacy UCSS SKUs.

Step 2

Select a Buy Method then click the Change Options link under the major line product.



Step 3

This takes you to Next Gen Config. In many cases, the 1st gen/legacy SKUs will be removed

automatically and some or all of the new SKUs will be auto-pushed into the configuration.



Step 4

Note in the Configuration Summary that some or all of the new SKUs were auto-pushed onto the

configuration. Click Done to accept the new configuration.

Step 5

You are returned to the Quote-Items page. The 1st gen/legacy SKUs are no longer in the Quote and

some of the new UCSS SKUs were added automatically. If any SKUs were not auto-pushed you will

need to add them manually. To do this, click the Select Service link.



Step 6

If any SKUs were not auto-pushed you will need to add them manually. To do this, click the Select

Service link. If you need help determining which 3rd gen SKU to use, contact ucss-

[email protected]. Refer to the section Examples of Popular SKU Mappings for examples of

popular 1st to 3rd gen SKU mappings.





Step 7

The Change Services page opens with a message indicating this product requires “all or nothing” – all

products in the Quote need to have software subscriptions attached, or none of them.

Step 8

Find the product that does not have UCSS attached and click the Add Subscriptions link.



Step 9

Select the duration specific SKU and click OK.

Step 10

The new subscription is added to the configuration.



Step 11

Scroll down to click Done.



Step 12

You are returned to the Quote-Items page. Since your Quote now has 3rd gen SKUs you may complete

the order in CCW.



Purchasing a Non-Def ault Duration of UCSS (for 1 Tier/Direct

Partners purchasing through Cisco) return to section list

If you purchase UCSS directly through Cisco, you may request a non-default duration for 3rd

generation SKUs, whether UCSS was added to a Quote manually or if CCW added it

automatically or as a mandatory line. Use this capability when you wish to align the length of a

new UCSS term to an existing term (co-terming).

Note: Non-default durations should be used for add-to-existing purchases of UCSS and not for

your initial UCSS purchase.

Contact your Cisco Account Manager to request a non-default duration for your UCSS SKU(s).

Duration

CCW Ordering allows any monthly duration between 12-60 months. Durations less than 12

months or greater than 60 months are not allowed.

Pricing

Pricing is pro-rated so you will receive accurate pricing based on the duration you choose.



Placing a UCSS Order in CCW (with duration-specific UCSS

SKUs) return to section list

To place an order containing the new, duration-specific UCSS SKUs, you will convert the quote to

an order in CCW and then submit the order in CCW.

UCSS must be attached to a major line (software product) to be eligible for quote-to-order

conversion in CCW. Quotes, configurations, and orders containing UCSS as a standalone line

may not be ordered through CCW.

If you wish to complete a follow-on purchase of UCSS, contact your Cisco Account Manager.

Alternatively, place your order in Market Place (Legacy Ordering Tool) using the 1st gen/legacy

UCSS SKUs.

To place a UCSS order in CCW (with duration-specific UCSS SKUs):

Step 1

To convert a Quote to an order in CCW, you must first submit the quote. In the Quote-Items tab, click

the Save and Continue button to proceed through the pages of the Quote tab.

Step 2

On the 3rd page of the Quote tab, discounts and pricing will apply. Click the Save and Continue button.



Step 3

This takes you to the Review and Submit tab. Click the Submit Quote for Approval button. For more

information on how to create a quote view the CCW Quote eLearning.



Step 4

In this example the Quote was approved automatically. Click the View Submitted Quote button.

Step 5

This takes you to the Review tab. Click the Create a new Order from this Quote link.



Step 6

The page loads asking for some general information about the order. Much of the information is auto-

populated. Verify the information and then click the Select Items to Order or Order Entire Quote

button.

Step 7

You are now on the Order screen in the Items tab. Note that by default, the service contract number will

be generated by the system for both ESW and UCSS. Use the 'System Generated' value if you don’t

have any existing contact number.

If you want to add these services to an existing contract, click the SYSTEM GENERATED link for both

UCSS and ESW.



Step 8

The Contract Number window opens. Select the appropriate option and enter the contract number.

Click Continue and proceed with the quote-to-order conversion. The contract for UCSS and ESW will

generate automatically once you submit your order in CCW.



Step 9

As you proceed through the tabs in the Order screen you will reach the Review and Submit tab. Select

the Terms and Conditions checkbox and click Submit Order.



Step 10 The order is submitted.



Completing a Follow-On Purchase of UCSS return to section list

The new UCSS SKUs should be purchased at the time of the original product purchase, in CCW.

Follow-on capabilities for the new duration-specific SKUs will be available in Cisco Services

Contract Center (CSCC) in the near future. If you wish to complete a follow-on purchase of

UCSS, contact your Cisco Account Manager. Alternatively, place your order in Market Place

(Legacy Ordering Tool) using the 1st gen/legacy UCSS SKUs.

If at the time of your follow-on purchase you require discounts other than your contractual

standard discounts, such as promotional discounts or special pricing, you may create a quote in

CCW with the 1st gen/Legacy UCSS SKUs (refer to Module 2: Completing a Follow-On Purchase

for instructions). Once the quote is complete you must bring it to Market Place to complete the

order.

If you have questions, contact UCSS Support: [email protected].




Renewing UCSS with the Duration-Specific SKUs return to section list

Renewal capabilities for the new duration-specific SKUs will be available in Cisco Services

Contract Center (CSCC) in the near future. If you wish to complete a renewal of UCSS, contact

your Cisco Account Manager. Alternatively, place your order in Market Place (Legacy Ordering

Tool) using the 1st gen/legacy UCSS SKUs.

If you have questions, contact UCSS Support: [email protected].




Purchasing a UCSS Upgrade using the Product Upgrade Tool return to section list

When you purchase UCSS for a product, you are eligible for upgrades on that product for the

duration of your subscription, at no additional cost for the software at the time of upgrade. Local

taxes and tariffs may apply. Anytime an upgrade for the product is available, you may use the

Product Upgrade Tool to access the upgrade.

To order an upgrade product in PUT for which you had purchased UCSS using 3rd generation

SKUs, refer to the PUT training guide.



Module 2. Using the 1st

gen/Legacy UCSS SKUs (Orderable only in Market Place/Legacy Ordering Tool)

Refer to this module if you are ordering the 1st gen/Legacy UCSS SKUs in Market Place (Legacy Ordering Tool). This module contains the following sections:

Adding 1st gen/Legacy UCSS SKUs to a CCW quote

Completing a Follow-On Purchase of UCSS

Modifying UCSS lines on a CCW quote

Purchasing a Non-Default Duration of UCSS

Purchasing a UCSS upgrade using the Product Upgrade Tool

Renewing UCSS with 1st gen/Legacy SKUs

Enlarge the Screens

This guide contains CCW screen captures so you can easily see and remember each step of a

process. Be sure to use Adobe Reader Zoom whenever you want to see details on a CCW

screen.



Adding 1st gen/Legacy UCSS SKUs to a CCW Quote return to section list

Even though you will complete your order in Market Place (Legacy Ordering Tool), you can still

get pricing and discounting applied by building your quote in CCW.

To Add 1st gen/Legacy SKUs to a CCW Quote:

Step 1

In the Quote-Items page in CCW, import a saved configuration from NetformX, Dynamic Configurator

Tool, Multi Line Configurator, or Excel by clicking the Import a Saved Configuration link and then

selecting the saved configuration. For more information on How to Create a Quote view the CCW Quote

eLearning.



Step 2 The configuration is now imported into the Quote. Click the plus icon next to the major line to see all

lines in the configuration.

Step 3

The 1st gen/Legacy UCSS SKUs are contained in the imported configuration. If you hover over the

caution icon next to the SKU, a message pops up explaining this configuration has old UCSS SKUs and

to order these old SKUs you must use Market Place (Legacy Ordering Tool).

Note: If you want to replace the 1st gen/legacy SKUs with the new SKUs see the section: Update In-flight

quotes/configs/unsubmitted orders for instructions.



Step 4

To proceed through the pages of the Quote tab, scroll down and click Save and Continue on each

page.



Step 5

On the 3rd page of the Quote tab, discounts and pricing will apply. Click Save and Continue.



Step 6

This opens the Review and Submit tab. Click Submit Quote for Approval. For more information on

How to Create a Quote view the CCW Quote eLearning.

Step 7

Once the Quote is approved you may complete the order in Market Place.



Completing a Follow-On Purchase of UCSS return to section list

If you wish to create a quote for subscriptions only, to purchase UCSS after purchasing a product

or if you need any discounts other than your contractual standard discounts, such as promotional

discounts or special pricing, follow the steps described in this section. Once the quote is

complete you will complete the order in Market Place (Legacy Ordering Tool).

Step 1

On the Quote-Items tab, enter the major line in the Part field, enter the Quantity and click Add.

Step 2

On the Quote-Items tab, enter the 1st gen/Legacy UCSS SKU in the Part field, enter the Quantity and

click Add.



Step 3

UCSS is added as a standalone line item in the Quote. Select a Buy Method then click Save and

Continue to proceed through the pages of the Quote tab.

Note: the Order tab only appears to users with access to CCW Ordering.



Step 4

On the 3rd page of the Quote tab, discounts and pricing will apply. Click Save and Continue.



Step 5

This opens the Review and Submit tab. Click Submit Quote for Approval. For more information on

How to Create a Quote view the CCW Quote eLearning.

Step 6

Once the Quote is approved you may complete the order in Market Place.



Additional Processes f or 1st gen/Legacy UCSS return to section list

Modifying UCSS lines on a CCW quote If you are applying promotions or requesting special pricing through CCW, make sure that your

quote includes the correct SKUs (major and minor lines) and duration. Quotes that are updated

after approval may be subject to re-approval and require additional cycle time.

Bring your final, approved quote to Market Place to purchase your 1st gen/Legacy UCSS SKUs.

Purchasing a Non-Default Duration of UCSS (for add-to-existing purchases) Monthly SKUs are available for purchasing in Market Place (Legacy Ordering Tool) if you wish to

complete an add-to-existing purchase of UCSS. Use this capability when you wish to align the

length of a new UCSS term to an existing term (co-terming).

Purchasing a UCSS upgrade using the Product Upgrade Tool When you purchase UCSS and ESW for a product, you are eligible for upgrades on that product

for the duration of your subscription, at no additional cost for the software upgrade. Local taxes

and tariffs may apply. Anytime an upgrade for the product is available, you may use the Product

Upgrade Tool to access the upgrade.

To order the software upgrade product from PUT for which you had purchased UCSS using 1st

gen/legacy SKUs, refer to the PUT training guide.

Renewing UCSS with 1st gen/Legacy SKUs 1st gen/Legacy UCSS SKUs may be re-purchased in Market Place.



Frequently Encountered Issues / Top Tips

Issue Resolution

You receive an Excel BOM/ NetformX configuration

containing 1st gen/Legacy SKUs but you want to

place the order in CCW

Once you upload the config into CCW, remove the 1st

gen/Legacy SKUs from the quote by punching out to Next

Gen Config, then add the new SKUs to the quote. Note that

some SKUs may be auto-pushed. For the SKUs that are not

auto-pushed and need to be added, refer to this section for

mapping the new SKUs.

You receive a NGC containing new SKUs but you

don’t have access to CCW Ordering

Create a new config using a legacy configuration tool

(Dynamic Configurator Tool Multi Line Configurator,

NetformX, Excel, etc.) and place order Market Place

(Legacy Ordering Tool).

You want to purchase Essential Operate Services

(ESW) separately from UCSS

Remove ESW from the CCW quote and purchase at a later

date. Instructions

You want to purchase UCSS after purchasing the

original product

To complete a follow-on purchase of UCSS with the 1st

gen/Legacy SKUs, create a quote with UCSS as a

standalone line by adding the SKU via SKU search in CCW,

and place your order in Market Place (Legacy Ordering

Tool). If you wish to use the new 3rd gen SKUs, contact

your Cisco Account Manager or Services point of contact.

Instructions

You want to remove UCSS from a quote

If UCSS is not mandatory, it can be removed from the quote.

Instructions

If UCSS is mandatory, it cannot be removed from CCW

Quote. Offerings with mandatory UCSS are: CUWL, CUWL

BE and 3x3 Promo offerings. Go to Market Place and place

order with 1st gen/legacy SKUs.



You want to add UCSS and Technical Service to the

same contract

On the Quote-Items page, click on the Select Service link of

the major line item. Continue with these Steps.

You want to enter a contract number for a UCSS

line

If you want to UCSS to an existing contract, you will click the

SYSTEM GENERATED link for both UCSS and Technical

Services on the order. Follow these Instructions.

Documents

Guide to Ordering UCSS - cisco.com Reference Guide Revision 8/24/2011 Cisco Commerce Workspace Page 1 of 65 ` Guide to Ordering UCSS Version 1.0 Sept 2011 Cisco Systems, Inc