© 2006 cisco systems, inc. all rights reserved. 1 my colleagues tool granular (mctg) tour september...

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© 2006 Cisco Systems, Inc. All rights reserved. 1 My Colleagues Tool Granular (MCTG) Tour September 2008

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© 2006 Cisco Systems, Inc. All rights reserved. 1

My Colleagues Tool Granular (MCTG)

Tour

September 2008

© 2008 Cisco Systems, Inc. All rights reserved. 2

What is My Colleagues Tool Granular?

My Colleagues Tool Granular (MCTG) is a Cisco.com application which provides Cisco Partners/Customers with the ability to actively manage who has access to the Cisco support services provided by their contracts.

External Administrators can manage up to 500 contract numbers using My Colleagues Tool Granular.

External Administrators who want to manage more than 500 contact numbers should use My Colleagues Tool Aggregate. More information on Aggregate can be found under Find Answers at the Service Support Center.

Note: My Colleagues Tool Granular and My Colleagues Tool Aggregate are not linked or dependent upon each other in any way.

© 2008 Cisco Systems, Inc. All rights reserved. 3

My Colleagues Tool Granular Features

• Granting access by adding administered contract numbers to Cisco.com profiles

• Denying access by removing administered contract numbers from unauthorized Cisco.com profiles

• Blocking users from re-adding administered contract numbers to their Cisco.com profiles after they have been removed

• Unblocking users to allow a previously blocked user the ability to have that contract number added to his/her Cisco.com profile, if appropriate

• Locking contract numbers so that only an External Administrator who manages that contract number can add it to a Cisco.com profile

• Unlocking contract numbers so that Cisco can add them to Cisco.com profiles

• Emailing a user directly from the tool

• Exporting information to a downloadable report

• Being notified via email when a contract is added, removed, blocked, unblocked, locked, or unlocked

The Tool provides an External Administrator with the ability to effectively manage access to Cisco support by:

© 2008 Cisco Systems, Inc. All rights reserved. 4

Difference Between Block and Lock

Block

An External Administrator can block a user from having contract numbers added to his Cisco.com profile. This means that after Cisco has added a contract number to a user’s Cisco.com profile, the External Administrator can use My Colleagues Tool Granular to remove the contract from that profile and prevent it (block it) from ever being added again by Cisco. This is a reactive way to control support access because the contract number is added and then removed and blocked.

Lock

An External Administrator can lock contract numbers. This means that Cisco is prevented from ever adding the contract number to any profile. This is a way for the External Administrator to proactively control support access because the contract number is never added.

© 2008 Cisco Systems, Inc. All rights reserved. 5

First Step: Log In to Cisco.com

© 2008 Cisco Systems, Inc. All rights reserved. 6

Second Step: Click on Profile

© 2008 Cisco Systems, Inc. All rights reserved. 7

Third Step: Login into My Colleagues Tool

• Once you are in Cisco.com Profile Manager, scroll to “Additional Access” near the bottom of the page

• Click on the My Colleagues Tool Granular link

© 2008 Cisco Systems, Inc. All rights reserved. 8

Welcome ScreenThe first screen you see when you enter the Tool.

At the top of the screen, the Welcome page contains your name and Cisco.com profile information with an Edit This Information link to Cisco.com Profile Manager to change your contact information, if necessary.

At the bottom of the screen, you can:• Select Manage Contracts to perform

actions with a single contract number and multiple users.

• Select Manage Users to perform actions with a single user and multiple contracts.

• Select Compare Contracts to view and download information regarding managed contracts.

• Select Lock/Unlock Contracts to view managed contracts and lock or unlock them.

© 2008 Cisco Systems, Inc. All rights reserved. 9

Manage Contracts

The Manage Contractsscreen allows you to:

• Search for a single contract number.

• Select a single contract from a list of all contracts that you administer.

• Add users• Remove users• Remove and Block

users• Unblock users

You can then choose one of the following actions for that contract:

Note: You cannot see a contract number in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

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© 2008 Cisco Systems, Inc. All rights reserved. 10

Manage Users

The Manage Usersscreen allows you to:

• Add contract number• Remove contract

number• Remove and Block

contract number• Unblock contract

number

You can then choose one of the following actions for that user:

Enter a Cisco.com ID and then select the contracts to add.

Note: You cannot see a user in the Tool unless that user has at least one contract in his Cisco.com profile that matches one you manage in MCTG (in your Cisco.com profile).

Or, search for a user by Last Name, First Name, Company Name, Email Address, or Cisco.com User ID.

Last Name, First NameCisco.com IDEmail Address

Last Name, First NameCisco.com IDEmail Address

Last Name, First NameCisco.com IDEmail Address

Cisco

Cisco

Cisco

© 2008 Cisco Systems, Inc. All rights reserved. 11

Compare Contracts

The Compare Contracts screen enables you to view all the contracts you administer.

You can click on the link under either the "Users" or "Blocked Users" columns to see the list of all users or blocked users for that contract.  You can export these user lists to an Excel file.

You can export all the contracts you administer to an Excel file that will be generated within 24 hours and posted at a web site that you can access.

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© 2008 Cisco Systems, Inc. All rights reserved. 12

Lock/Unlock Contracts

The Lock/Unlock Contractsscreen allows you to enter one contract number.

• Lock a Contract• Unlock a Contract

Note:To use this functionality, you will need to accept Terms & Conditions saying you understand that locking a contract means that if it is not in the user’s Cisco.com profile when they request support, they will not be able to obtain support. You will also authorize Cisco to provide your contact information to customers with questions about a locked contract.

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Or, select one or many contract numbers.

You can then choose one of the following actions for the contract number(s):

© 2008 Cisco Systems, Inc. All rights reserved. 13

Getting Started and Other Resources

If you would like more information, visit the My Colleagues Tool Granular information web site where you can find:– Instructions on setting up External Administrators

– Helpful documents such as a Q&A file and Help files

– A link to the Contract Lock/Unlock Terms & Contditions

To view Lock/Unlock Terms & Conditions, go here:– http://www.cisco.com/MCTGranular/MCTG_TC.html