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Q UICK S TART G UIDE C ISCO V IRTUAL S ERVICE E XCHANGE Q

QUICK START GUIDE

Q UICK S TART G UIDE C ISCO V IRTUAL S ERVICE E XCHANGE Q UICK

CISCO VIRTUAL SERVICE EXCHANGE QUICK START USER GUIDE

PROVIDER OF SERVICE ROLE

1 Provider of Service Role

2 Registering and Logging in to Cisco Virtual Service Exchange (VSX)

3 Service Catalog

4 Creating and Managing Customers

5 Service Management

1 Provider of Service Role

The Provider of Service manages services, projects, and organizations. The Provider of Service can perform the following tasks in VSX:

Browse service catalogs

Invite customer vendors and users

Create orders

View orders and take action as required by the action plan

Provision services

Manage service changes

Start, stop, and restart services

View service inventory of organizations

2

Registering and Logging in to Cisco Virtual Service Exchange (VSX)

To register and log in to VSX

Step 1

Figure 1

Open Cisco Virtual Service Exchange.

Virtual Service Exchange Login Page

Service Exchange. Virtual Service Exchange Login Page Note For a service provider hosted exchange, use the
Note For a service provider hosted exchange, use the service provider’s single sign on. For
Note For a service provider hosted exchange, use the service provider’s single sign on. For

Note

For a service provider hosted exchange, use the service provider’s single sign on. For a Cisco hosted exchange, use the

Cisco single sign on.

Cisco single sign on.

Step 2 In the Username field, enter your username.

Step 3 In the Password field, enter your password.

Step 4 Click Register.

Note Registration is required for the first time login only.
Note Registration is required for the first time login only.

Note

Note

Registration is required for the first time login only.

Figure 2

Registration Page

Figure 2 Registration Page Step 5 In the Partner ID field, enter any number that you

Step 5 In the Partner ID field, enter any number that you want as long as it contains numbers only. Step 6 Enter information for all required fields, which are indicated by an asterisk (*). Step 7 Click Register.

3 Service Catalog

This section describes how to view services.

To view services

Step 1

Log in to VSX.

Figure 3

Central – Home Page

Figure 3 Central – Home Page Step 2 Figure 4 On the toolbar, click Provisioning .

Step 2

Figure 4

On the toolbar, click Provisioning.

Services Page

Figure 4 On the toolbar, click Provisioning . Services Page Step 3 In the List View

Step 3

In the List View that displays all the available services, expand one of the service categories and drill down to the individual services.

Figure 5

List View – Individual Services

Figure 5 List View – Individual Services Step 4 To view a description of a service,

Step 4

To view a description of a service, click a service.

Step 4 To view a description of a service, click a service. Step 5 To view

Step 5

To view presales and delivery information related to the selected service, click Resources .

related to the selected service, click Resources . Note To view the files in the Resources

Note

related to the selected service, click Resources . Note To view the files in the Resources

To view the files in the Resources section, click the file and save it to a location on your computer.

. Note To view the files in the Resources section, click the file and save it

Figure 6

Resources – Methodology Example

Figure 6 Resources – Methodology Example The resources available in this section are as follows: •

The resources available in this section are as follows:

The Methodology section provides a reference process for how the service should be delivered to the customer in conjunction with Cisco.

It outlines where in the process Cisco provides tools, content, resources, and where you can add your own value to the service delivery.

The Technical Library section includes documentation such as user guides or topology diagrams related to the selected service.

The Sales and Marketing section provides documentation such as sales presentations, marketing collateral, and other items to assist you in selling this service to your customer.

The Tools section provides tools to access the Cisco data collection software that you can use to collect data from a customer’s network and upload the data files to VSX.

Cisco applies its intellectual capital and processes to analyze the data and provide you with reports that you can customize and use in planning your own service recommendations for your customer.

The Documents and Templates section provides documents and templates.

The Training section provides training documents.

and templates. • The Training section provides training documents. Note This information is updated after a

Note

and templates. • The Training section provides training documents. Note This information is updated after a

This information is updated after a sale.

and templates. • The Training section provides training documents. Note This information is updated after a

4

Creating and Managing Customers

This section describes how to perform the following tasks:

To add an organization, page 7

To delete an organization, page 10

To add an organization

Step 1

Figure 7

On the toolbar, click Companies.

Organizations Page

organization Step 1 Figure 7 On the toolbar, click Companies . Organizations Page Step 2 Click

Step 2

Click Add New Organization.

Figure 8

New Organization Creation Page

Figure 8 New Organization Creation Page Note The data that you enter on the New Organization
Figure 8 New Organization Creation Page Note The data that you enter on the New Organization

Note

Figure 8 New Organization Creation Page Note The data that you enter on the New Organization

The data that you enter on the New Organization Creation page is gathered for the purpose of providing you with

business intelligence on your customer accounts and cannot be used for any other purpose at Cisco.

accounts and cannot be used for any other purpose at Cisco. Step 3 In the Company

Step 3 In the Company ID field, enter any number that you want as long as it contains numbers only.

Step 4 Enter information for all required fields, which are indicated by an asterisk (*).

Step 5 Click Create.

Figure 9

New Organization Added

Figure 9 New Organization Added Step 6 To view details of the organization, click on the

Step 6

To view details of the organization, click on the organization.

Figure 10

Organization Details Page

click on the organization. Figure 10 Organization Details Page Step 7 Make edits as appropriate and

Step 7

Make edits as appropriate and click Submit.

To delete an organization

Step 1

On the toolbar, click Organizations.

Figure 11

Organizations Page

toolbar, click Organizations . Figure 11 Organizations Page Step 2 Step 3 Click the delete organization

Step 2

Step 3

Click the delete organization icon

Click Yes to confirm the deletion.

organization icon Click Yes to confirm the deletion. 5 Service Management for the organization that you

5 Service Management

for the organization that you want to delete.

This section describes how the provider of service manages service projects from presales through the completion of service delivery.

This section describes how to perform the following tasks:

To create a new order, page 10

To manage the life cycle of a order, page 13

To monitor services, page 18

To create a new order

This section describes how to plan and deliver a service to a customer.

Step 1

On the toolbar, click Projects.

Figure 12

Projects

Figure 12 Projects Step 2 Click Add New Order . Figure 13 New Order Creation Page

Step 2

Click Add New Order.

Figure 13

New Order Creation Page

2 Click Add New Order . Figure 13 New Order Creation Page Step 3 In the

Step 3

In the Order Name field, enter a name to describe the order.

Step 4

In the Customer field, select a name from the drop-down list.

Step 5

In the Start Date field, click the calendar icon

Step 5 In the Start Date field, click the calendar icon and select the date that

and select the date that you plan to start the order.

icon and select the date that you plan to start the order. Note You can enter

Note

and select the date that you plan to start the order. Note You can enter an

You can enter an end date as described in the following section, To manage the life cycle of a order, page 13.

section, To manage the life cycle of a order, page 13 . Step 6 Expand the

Step 6

Expand the services in the Catalog List section and locate the services that the customer is interested in.

Step 7

Drag and drop one or more services to the This package contains section.

Figure 14

New Order Creation Page – Completed

section. Figure 14 New Order Creation Page – Completed Step 8 To delete a service, drag

Step 8 To delete a service, drag and drop it on the trash icon. Step 9 Click Create.

Figure 15

Orders Page – New Order Added

9 Click Create . Figure 15 Orders Page – New Order Added Step 10 To add

Step 10

To add a note, click the dimmed note icon

Figure 16

Enter a Note

.
.
. Figure 15 Orders Page – New Order Added Step 10 To add a note, click

Step 11 Enter the content for the note. Step 12 Click Submit. The note icon is highlighted in the Orders page.

Submit . The note icon is highlighted in the Orders page. To manage the life cycle

To manage the life cycle of a order

Step 1

On the toolbar, click Projects.

Step 2

Click the order that you want to view.

Figure 17

Order Details Page – Overview

you want to view. Figure 17 Order Details Page – Overview Step 3 To add an
you want to view. Figure 17 Order Details Page – Overview Step 3 To add an

Step 3 To add an end date for the order, in the End Date field, click the calendar ic on and select an end date. Step 4 Click Update. Step 5 To view, add, or remove services, click Cart.

Figure 18

Order Details Page – Cart

Figure 18 Order Details Page – Cart Step 6 Step 7 Step 8 To add services

Step 6

Step 7

Step 8

To add services to the order, expand the service categories in the Catalog List and drag one or more services to the Services in this Order section.

expand the service categories in the Catalog List and drag one or more services to the
expand the service categories in the Catalog List and drag one or more services to the

To remove a service, click the delete icon

Order section. To remove a service, click the delete icon for the service that you want

for the service that you want to remove.

To start and restart a service and to vi ew the workflow relationships, click Action

To start and restart a service and to vi ew the workflow relationships, click Action Plan.

To start and restart a service and to vi ew the workflow relationships, click Action Plan

Figure 19

Order Details Page – Action Plan

Action Plan . Figure 19 Order Details Page – Action Plan The indicator lights in the

The indicator lights in the Action Plan section, indicate the following:

Green—The service is ready to execute.

Orange—The system is processing the request.

Blue—The service has been executed.

Dimmed—This service cannot be executed at this time.

Step 9 To start a service, click Start Service located below the service that you want to start.

Service located below the service that you want to start. Step 10 Click the start icon

Step 10 Click the start icon .

The indicator light turns orange. When the indicator light turns blue, the next service in the action plan turns green, and you can now start this service.

Step 11 To configure a service, click a service.

service. Step 11 To configure a service, click a service. Step 12 Click the start icon

Step 12 Click the start icon .

Figure 20

Configure a Service

12 Click the start icon . Figure 20 Configure a Service Step 13 Enter the appropriate

Step 13 Enter the appropriate information.

Step 14 Click Submit.

The indicator light turns orange while processing the request and turns blue when the process is completed.

the request and turns blue when the process is completed. Step 15 To restart a service,

Step 15 To restart a service, click the restart icon .

Step 16 To view the workflow relationships, click the following for different views:

Gantt

Figure 21

Gantt Chart

To view the workflow relationships, click the following for different views: • Gantt Figure 21 Gantt

Flow

Figure 22

Flow Chart

Figure 22 Flow Chart • List Figure 23 List View Step 17 To view resources, click

List

Figure 23

List View

Figure 22 Flow Chart • List Figure 23 List View Step 17 To view resources, click

Step 17

To view resources, click Resources.

Step 18

For information on resources, go to Step 5 on page 5. To view reports on the services for the selected order, click Reports.

Figure 24

Order Details Page – Reports

Figure 24 Order Details Page – Reports Step 19 Expand a service category to view a

Step 19 Expand a service category to view a list of reports.

Step 20 Click a report.

Step 21 To download a report, click Download and select a location to save the file.

Step 22 Click Save.

Step 23 To provide Cisco with feedback from you and from your customer, click Feedback.

Figure 25

Order Details Page – Feedback

click Feedback . Figure 25 Order Details Page – Feedback Step 24 Complete the feedback survey

Step 24

Complete the feedback survey entering your feedback in the Partner Feedback text box and your customer’s feedback in the Customer Feedback text box.

To monitor services

On the Monitoring page, you can do the following:

View the status of services

Start, stop, pause, resume, or reset a service

Step 1 On the toolbar, click Provisioning. Step 2 Click Monitoring.

Figure 26

Monitoring Page

. Step 2 Click Monitoring . Figure 26 Monitoring Page Step 3 Select a service. Step

Step 3

Select a service.

Step 4

Select one of the following highlighted options as appropriate:

Start

Stop

Pause

Resume

Reset A confirmation dialog appears to confirm your service request as shown in the following example:

Figure 27

Confirm Service Request Example

appears to confirm your service request as shown in the following example: Figure 27 Confirm Service

Step 5

Click Yes.

An acknowledgement dialog appears as shown in the following example:

Figure 28

Service Status

Yes . An acknowledgement dialog appears as shown in the following example: Figure 28 Service Status

Step 6

Click OK.