cisco ccw configuration user guide

8/10/2019 Cisco CCW Configuration User Guide

1/102

Se

CCW Configuration

User Guide


2/102

User Guide

CCW Configuration

Cisco Proprietary 2014 Cisco and/or its affiliates. All rights reserved. Cisco.com | Privacy Statement | Trademarks

Last Updated: 8 June 2014 Page ii Provide Feedback on this Training Resource

TABLE OF CONTENTS

1 Conventions Used in this Document............................................................................................. 1

2 CCW Configuration Module Overview........................................................................................... 2

2.1

The Big Picture ................................................................................................................................... 2

3 Creating and Build ing a Configuration .......................................................................................... 4

3.1 Creating a Conf iguration/Configuring a Major Line Bundle .......................................................... 43.1.1 Creating a Configuration from the Quick Start Portlet ............................................................ 4

3.2 Changing the Conf iguration Set Name ............................................................................................ 7

3.3 Finding Products to Add to the Conf iguration ............................................................................... 83.3.1 Product Description or SKU .................................................................................................... 93.3.2 Product Family ...................................................................................................................... 113.3.3 Lead Time Search ................................................................................................................ 12

3.4 Adding Products to Conf iguration ................................................................................................. 20

3.5

Importing a Configurat ion ............................................................................................................... 21

3.5.1 Next Generation Configuration Tool ..................................................................................... 213.5.2 Dynamic Configuration Tool ................................................................................................. 233.5.3 Netformx ............................................................................................................................... 24

3.6 Selecting Opt ions /Resolving Issues .............................................................................................. 263.6.1 Using Power Calculator ........................................................................................................ 273.6.2 Searching for Multiple Known SKUs ..................................................................................... 283.6.3 Searching for a Single Known SKU ...................................................................................... 313.6.4 Searching Unknown SKUs Individually ................................................................................ 333.6.5 View Full Summary ............................................................................................................... 34

3.7 Cisco Feature Navigator Opt ion ..................................................................................................... 35

3.8

Icons on Items Tab .......................................................................................................................... 37

3.8.1 Memo Icon ............................................................................................................................ 373.8.2 Controlled Part Icon .............................................................................................................. 373.8.3 Approaching End of Sale Icon .............................................................................................. 373.8.4 Included Component Icon ..................................................................................................... 373.8.5 Value Incentive Program Icons ............................................................................................. 373.8.6 Remanufactured Icon ........................................................................................................... 373.8.7 New Product Hold ................................................................................................................. 383.8.8 Key Option ............................................................................................................................ 38

3.9 New Product Hold and Estimated Lead Time ............................................................................... 383.9.1 Viewing New Product Hold and Estimated Lead Time on the Major Line ............................ 383.9.2 Viewing New Product Hold and Estimated Lead Time on the Minor Line ............................ 393.9.3 Total Maximum Estimated Lead Time .................................................................................. 40

3.10

Setting Quanti ties for Products ...................................................................................................... 41

3.11 Adding Services ............................................................................................................................... 413.11.1 Adding Services or Subscriptions Overview ......................................................................... 413.11.2 Setting Default Service Options ............................................................................................ 423.11.3 Cascading Services to Multiple Lines ................................................................................... 443.11.4 Adding Services to Individual Line Items within a Configuration .......................................... 45

3.12 Changing Services on Individual Lines ......................................................................................... 46
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


3/102

User Guide

CCW Configuration


Last Updated: 8 June 2014 Page iii Provide Feedback on this Training Resource

3.13 Copy Individual Line Items ............................................................................................................. 47

3.14 Remove Indiv idual Line Items ........................................................................................................ 48

4 Creating a UCS Blade-centric Conf iguration ...............................................................................49

4.1 Searching for UCS Blade ................................................................................................................ 49

4.2

Configuring the UCS Blade-Centr ic Solution ............................................................................... 49

4.2.1 Step 1: Blade Server ............................................................................................................. 504.2.2 Step 2: Chassis ..................................................................................................................... 524.2.3 Step 3: Fabric Interconnect ................................................................................................... 544.2.4 Step 4: Technical Service ..................................................................................................... 554.2.5 Step 5: Summary .................................................................................................................. 56

4.3 Changing the Blade Configuration Set Name ............................................................................... 59

4.4 Preview Build to Order (BTO) Configuration ................................................................................ 59

5

Creating a Insieme Bundle Configuration ....................................................................................62

5.1 Adding and Configuring an Insieme Bundle Configurat ion ........................................................ 62

5.1.1

Step 1: APIC ......................................................................................................................... 63

5.1.2

Step 2: Leaf ........................................................................................................................... 63

5.1.3 Step 3: Spine ........................................................................................................................ 645.1.4 Step 4: Technical Service ..................................................................................................... 655.1.5 Step 5: Summary .................................................................................................................. 66

6 Populating the Install Site and the End Customer Information ................................................67

6.1 Changing or Setting the Default Install Site .................................................................................. 686.1.1 Changing the Default Install Site Country Only .................................................................... 68 6.1.2 Indicating a Default Full Install Site Address ........................................................................ 69

6.2 Creating an Address (Default Install Site Address) ..................................................................... 706.2.1 Changing or Removing the Default Full Install Site Address ................................................ 726.2.2 Changing or Removing the Contact ..................................................................................... 74

6.3

Setting a Default End Customer Country ...................................................................................... 75

6.4 Adding a Default Full End Customer ............................................................................................. 756.4.1 Changing or Removing the Default Full End Customer Address ......................................... 76

6.5 Setting Multiple/Individual Line Addresses .................................................................................. 76

7 Confirming and Editing the Billing Information ..........................................................................79

7.1 Changing the Bi ll ing Address ........................................................................................................ 79

7.2 Adding, Changing, Creating, or Removing a Contact .................................................................. 80

8 Reviewing the Configuration Summary ........................................................................................81

9 Common Utility Functions ..............................................................................................................82

9.1 Expor ting a Conf iguration .............................................................................................................. 82

9.2 Sharing a Configurat ion .................................................................................................................. 889.2.1 Sharing a Single Configuration ............................................................................................. 889.2.2 Sharing with an Access Key ................................................................................................. 899.2.3 Sharing a Configuration via Default Share Team ................................................................. 91

9.3 Delet ing a Configurat ion ................................................................................................................. 92


4/102


5/102

User Guide

CCW Configuration


Last Updated: 8 June 2014 Page 1 Provide Feedback on this Training Resource

1 Conventions Used in this Document

Key sequences on your keyboard that you are asked to press are reflected in the user guide in bold. Forexample: Press Tabto move to the next field.

Clickable links on the CCW page are displayed in blue and may or may not be underlined. In the user guide,these links are reflected as underlined and in bold. For example: Click Commerce Workspace Hometoreturn to the CCW Home Page.

Specific indicators that do not have an action and the link that should be clicked are reflected in the userguide separated by a >. For example: From the Quick Start portlet, click View All > Configurations .

Tabs that you are asked to click do not have additional formatting style. For example: Click the Items tab.

Buttons that display on the screen that you are asked to click are reflected in the user guide in bold. Forexample: Click Continue.

Radio buttons, drop-down arrows, checkboxes, or fields that correspond to a name are reflected in the userguide in italics. For example: Click the Yesradio button. Or Click the Service Programdrop-down arrow.

When you need to type text using your keyboard, the directions will indicate to enter the appropriateinformation. For example: Enter the company name.

When there are multiple ways of accomplishing a specific task, preferred methods are highlighted as follows:

Means reader take note. Notes contain helpful suggestions or reference to material not coveredin the manual.

For example:

Best Practice:Search for an address before creating a new one. Add a shipping address only if

the address is not found.

Active hyperlinks to websites or other documents are reflected in the user guide in blue italicized text andunderlined. For example: Additional information is available in theCCW Order User Guide.

Active hyperlinks for cross references within the document are reflected in the user guide in blue text andunderlined. For example: SeeFigure 8: Find Products Page: Search By on page9. If the document sectionis on the same page as the cross reference, the page number is not listed.

In secondary document sections that do not begin the process from the CCW Home Page, there is a processflow that indicates how the user got to this part of the process. Note that the details of the steps are notincluded in this flow. For example, adding options to a product takes place from the Configuration Set pageand the user would have gone throughthe process of creating a configuration. Accessing an existingconfiguration to complete these secondary steps would be a different set of steps that are not indicated.

For example:
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


6/102

User Guide

CCW Configuration



2 CCW Configuration Module Overview

2.1 The Big Picture

To understand how the CCW Configuration module fits within the CCW system and the Cisco sales structure, seetheGetting Started with CCW Training / Onboarding Document.

The CCW Configuration module is available for users to create configurations that can be imported into otherconfigurations, deals, quotes, or orders. See Section3.1.1, Creating a Configuration from the Quick Start Portlet,on page4.

Figure 1: Configuration Creation

When the user creates a configuration in CCW:

The system automatically generates a configuration ID Each configuration ID is unique; therefore, eachconfiguration can be searched for and identified for future use.

The user can continue to save work through the process of uploading/modifying the BOM.

The saved configuration never expires.

The configurations can be shared and as updates are made to the shared configuration, the latest versionis maintained.

The configurations can be copied and saved as a template. If the user consistently orders numerous lineswith few modifications, using the saved template saves time. Modify the template, save it with a newname, and a new configuration ID is generated.

The Next Generation Configuration Tool (NGC) has guiding messages and real-time validation ofconfiguration sets; users are directed to add all necessary components.

The configuration can be saved, and, once valid, these configuration sets can be used for B2Btransactions.

Products can be added to a configuration using the Find Products option either on the CCW Home Page or on theItems tab of the Configuration Set page. The user can search for products by product name, SKU, or productfamily. The user can also add products by entering a SKU directly on the Items tab of the Configuration Set pageor by importing a saved configuration. Saved configurations can be added from NGC, the Dynamic Configuration

Tool (DCT), or Netformx.

Figure 2: Configuration Workflow
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Getting_Started_with_CCW.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Getting_Started_with_CCW.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Getting_Started_with_CCW.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Getting_Started_with_CCW.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


7/102

User Guide

CCW Configuration



The Federal Information section applies to the Trade Agreements Act (TAA). TAA is a requirement for USGovernment procurement and is applicable only to US Federal users. TAA requires that all products supplied on acontract valued greater than $204,000 be manufactured or substantially transformed in the US or a TAA-designated country. See theCCW TAA Job Aid.

For end customers who do not have full access to CCW, Cisco offers Partner Initiated Customer Access (PICA) topartners. PICA allows partners to grant limited access to CCW to end customers.
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


8/102

User Guide

CCW Configuration



3 Creating and Building a Configuration

3.1 Creating a Configuration/Configuring a Major Line Bundle

A configuration is created when the Configuration Set page displays. The configuration ID is automaticallyassigned, and it is active in the system. Once a configuration is created, it must be populated with products andservices (as applicable), and items must be configured (as applicable). Each configuration ID is unique; therefore,each configuration can be searched for and identified for future use.

From the CCW Home Page, a configuration can be created in two ways:

Create a configuration from the Quick Start portlet (see Section3.1.1, Creating a Configuration from the Quick1.Start Portlet andFigure 3: Quick Start Portlet).

Create a configuration from the Find Products portlet on the CCW Home Page (see theCCW Home Page2.and Portlets General Information User Guide).

Best Practice:Creating a configuration from the Find Products portlet on the CCW Home Pageallows the user to add multiple products to the configuration set at one time. Configuring of eachproduct will be done at a later step in the process. The feature of searching by Product Familymakes the search for products easier.

3.1.1 Creating a Configuration from the Quick Start Portlet

Figure 3: Quick Start Portlet

To create a configuration:

From the Quick Start portlet of the CCW Home Page, click Create > Configuration. The Configuration Set1.page displays (seeFigure 4: Configuration Set Page on page5).

1
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


9/102

User Guide

CCW Configuration



Figure 4: Configuration Set Page

Table 1: Navigating the Configuration Set Page

Software Section/Option Information/Reference

Links2.To return to the CCW Home Page, click Commerce WorkspaceHome. This link is available through the Configuration module.

For helpful guidance on selection products, click Cisco FeatureNavigation . See Section3.7, Cisco Feature Navigator Option,onpage35.

The links are described at length in theCCW Home Page and PortletsGeneral Information User Guide.

2

3

4

5

6

7

8

9
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


10/102

User Guide

CCW Configuration




Header3.From the Header section, the user can edit the configuration set name,view the configuration ID number, created by information, the total costof the configuration as it is currently populated, and the maximum

estimated lead time for delivering the products as the configuration iscurrently populated.

See Section3.2, Changing the Configuration Set Name,on page7.

Common Utility Bar4.Configurations can be exported, shared, deleted, printed and/or copiedat any point during creation. The links are available in the commonutility bar located above the tabs. See Section9, Common UtilityFunctions,on page82.

Tabs5.The tabs are used to steps through the process of populating thedetails of the configuration.

Items tab:

See Section3.3, Finding Products to Add to the Configuration,onpage8.

Section4, Creating a UCS Blade-centric Configuration,on page49.

Install and End User tab: See Section6, Populating the Install Site andthe End Customer Information,on page67.

Billing tab: See Section7, Confirming and Editing the BillingInformation,on page79.

Review tab: See Section8, Reviewing the Configuration Summary,onpage81.

Messages6.Throughout CCW messages display in this area after the usercompletes different actions.

Green messages are verification of a successfully completed action.

Orange messages are warning messages that there are additionalsteps needed, but that it is possible to move forward with theconfiguration without problems.

Red messages indicate there is an error that will need to be resolvedbefore the configuration process can be completed successfully.

Service Preferences7.

(if applicable Federal Government)

Expand the Service Preferences section to set default serviceselections for the configuration. Setting made on this page overrides

the selections made under the Workspace Profile and Preferencessection (see theCCW Home Page and Portlets General InformationUser Guide).

See Section3.11, Adding Services,on page41.

If applicable (for US Federal users only), the Federal Governmentsection also displays in this area. For more information, see theCCWTAA Job Aid.
http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentsmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Home_Page_and_Portlets_General_Information_User_Guide.pdfmailto:[email protected]?subject=CCW%20Configuration%20User%20Guide%20-%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


11/102

User Guide

CCW Configuration




Adding Items to the configuration8.Products can be added to the configuration several different ways:

1. Find Productlink: See Section3.3, Finding Products to Add

to the Configuration,on page8.2. Add a SKU to Your Configuration Setfield: See Section3.4,

Adding Products to Configuration,on page20.

3. Import a Saved Configurationlink: See Section3.5,Importing a Configuration,on page21.

Configuration line items9.All products that are added to the configuration display as line items onthe Items tab. Several functions are available for each line item. Seethe following document sections:

Section3.6, Selecting Options/Resolving Issues,on page26

Section3.8, Icons on Items Tab,on page37

Section3.9, New Product Hold and Estimated Lead Time,on page38Section3.10, Setting Quantities for Products,on page41

Section3.11, Adding Services,on page41

Section3.12, Changing Services on Individual Lines,on page46

Section3.13, Copy Individual Line Items,on page47

Section3.14, Remove Individual Line Items,on page48

3.2 Changing the Configuration Set Name

To change the name of the configuration set, complete the following steps:

At the top of the Configuration Set page, click the pencil icon in the Configuration Set Name field (seeFigure1.5: Configuration Set Page on page8). The current name displays in a text field.

Click the Configuration Set Name field (seeFigure 6: Configuration Set Name Field on page8).2.

Highlight the information and delete.3.

Enter a new configuration name that is easy to remember for reuse.4.

Click Update. The change saves.5.


12/102

User Guide

CCW Configuration



Figure 5: Configuration Set Page

Figure 6: Configuration Set Name Field

3.3 Finding Products to Add to the Configuration

Searching for products allows the user to add multiple products to the configuration set at one time. Searching byProduct Family makes the search for products easier.

To search for products, complete the following steps:

From the Configuration Set page: Items tab (seeFigure 7: Configuration Set Page > Find Products Link on1.page9), click Find Products. The Find Products page displays.

Click the appropriate radio button to choose whether to search by Product description or SKU or by Product2.Family. The bottom of the page changes based on the radio button the user chooses (seeFigure 8: FindProducts Page: Search By on page9).

Search by product description (for example, integrated service routers) or SKU (for example, C1861E-SRST-B/K9) if a specific SKU or portion of the product description is available(If searching by product description or SKU, continue to Section3.3.1, Product Description or SKU,onpage9).

Search by product family (for example Cisco 1800 Series Integrated Services Router) to find the productby scanning through a list of Cisco product families(If searching by product family, continue to Section3.3.2, Product Family,on page11).

Check the checkbox(es) to display only Trade Agreements Act (TAA) compliant products and/or products that3.are eligible for a Value Incentive Program (VIP). Note that TAA displays only for US Federal orders.

1


13/102

User Guide

CCW Configuration



Figure 7: Configuration Set Page > Find Products Link

Figure 8: Find Products Page: Search By

3.3.1 Product Descr iption or SKU

To search by product description (for example, integrated service routers) or SKU (for example, C1861E-SRST-B/K9), complete the following steps:

1

2


14/102

User Guide

CCW Configuration



From the Find Products page, click the Enter a product description or SKUfield, enter the desired product1.description or SKU, and click Search. Results display on the page (seeFigure 9: Search Results Display).

Note:The entire SKU does not need to be entered. For example, to display all search results forthe Cisco 1800 Series Integrated Service Router, enter CISCO1803. All of the Cisco 1803 SKUsdisplay.

Users will be able to search for orderable, non-published products by entering the full productSKU. The product does not have to be published to pricing.

Locate the appropriate product.2.

Click . The product is added to the Selected Items cart.3.

Click the Qtyfield and enter the appropriate quantity.4.

Note:There are three ways to enter or change the quantity for a product.

As listed in steps 24 above (entering the quantity in the Selected Items cart).

Locate the appropriate product (step 2). Click the Qtyfield and enter the quantity.Continue to step 3. (entering the quantity beforeadding the product to the SelectedItemscart).

On the Configuration Set page: Items tab (see Section3.10, Setting Quantities forProducts,on page41).

Repeat steps 14 to populate the Items for configuration.5.

To remove unwanted items from the Selected Itemscart, click Removeunder the unwanted item.6.

When all desired products from the search have been added to the Select Itemscart, clickAdd. The7.

Configuration Set page displays the Items tab.Figure 9: Search Results Display

4

3

6

47


15/102

User Guide

CCW Configuration



3.3.2 Product Family

To search by product family, complete the following steps:

Click the Type to filter or click menu button to see full listdrop-down arrow. The drop-down menu displays and1.the cursor flashes in the field (seeFigure 10: Type to Filter or Click Menu Button to See Full List).

Figure 10: Type to Filter or Click Menu Button to See Full List

Scroll through the list and click the appropriate option.2.

Alternatively, begin typing the product family name in the field. The drop-down menu options change basedon what is typed, narrowing the results. Scroll through the list and click the appropriate item.

Click Search. Results display all applicable pricing families.3.

Locate the appropriate product.4.

Click . The product is added to the Selected Items cart.5.

Click the Qtyfield and enter the appropriate quantity.6.

1


16/102

User Guide

CCW Configuration



Note:There are three ways to enter or change the quantity for a product.

As listed in steps 16 above (entering the quantity in the Selected Items cart).

Locate the appropriate product (step 4). Click the Qtyfield and enter the quantity.Continue to step 5 (entering the quantity beforeadding the product to the Selected

Items cart).

On the Configuration Set page: Items tab (see Section3.10, Setting Quantities forProducts,on page41).

Repeat steps 16 to populate the Items for configuration.7.

To remove unwanted items from the Selected Items cart, click Removeunder the unwanted item.8.

When all desired products from the search have been added to the Select Items cart, clickAdd. The9.Configuration Set page displays the Items tab.

3.3.3 Lead Time Search

The Lead Time Search functionality is used to obtain lead time information for both major and minor lines. A leadtime of a particular product or minor line option is the amount of time from order placement to when it is receivedby the customer. It is possible to search for lead times for products by ERP product family, product SKU, productdescription, or a wild card search. Users can then download or email the lead time information in either an Excelor PDF format.

To view lead time information for products and product families, complete the following steps:

From the Configuration Set page: Items tab, click Find Products. The Find Products page displays (see1.Figure 8: Find Products Page on page9).

Click the Lead Time Search tab (seeFigure 11: Lead Time Search Tab on page13).2.

Search Lead Time by:3.

Product description or SKU (see Section3.3.3.1, Lead Time Search by Product Description or SKU,on page4.13)

ERP Product Family (see Section3.3.3.2, Search Lead Times by ERP Product Family,on page15)5.


17/102

User Guide

CCW Configuration



Figure 11: Lead Time Search Tab

3.3.3.1 Lead Time Search by Product Descr iption or SKU

To search lead time information by product description or SKU, complete the following steps:

The Product SKU radio button is selected by default (seeFigure 12: Lead Time Search Tab: Product SKU on1.page14).

Click the Enter a product description or SKUfield.2.

Enter the appropriate product description or SKU. Use a wild card search if desired.3.

To search using a wild card, enter a few letters of the partner name followed by an asterisk (for example,AB*). All partners with a name that begin with AB will display in the Search Results section.

Click each of the Selectdrop-down arrows under Specify a lead time range (optional) to filter the search4.results by a range of lead times. This step is optional.

Under the first Selectdrop-down menu, click the desired option to search for products that have a lead time

greater than or equal toor less than or equal to the lead time variable that will be indicated under the secondSelect drop-down menu.

Under the second Selectdrop-down menu, click the number that represents the desired lead time. Theoptions reflect the standard lead times for various products (for example, 14, 21, 28, etc.), ranging from 7 to84 days.

Click Search.5.

3


18/102

User Guide

CCW Configuration



The search results display (seeFigure 13: Lead Time Search Results on page14).6.

Figure 12: Lead Time Search Tab: Product SKU

Figure 13: Lead Time Search Results

6

2

4

5


19/102

User Guide

CCW Configuration



3.3.3.2 Search Lead Times by ERP Product Family

To search lead time information by product family, complete the following steps:

1. Click the ERP Product Familyradio button. The Lead Time tab refreshes (seeFigure 14: Lead Time SearchTab: ERP Product Family on page15)

2. Select one or more product families by checking the desired checkbox(es) from the drop-down list. Multipleproduct families can be selected.

3. Specify a lead time range using the two drop-down menus. This is an optional step.

4. Click Search. The search results display.

Figure 14: Lead Time Search Tab: ERP Product Family

2


20/102

User Guide

CCW Configuration



3.3.3.2.1 Exporting Lead Time Search Results

Lead time search results can be exported to be saved to a local computer or emailed (seeFigure 15: Lead TimeSearch Results on page17).

To export the search results, complete the following steps:

Check the checkbox(es) that correspond to the desired line items.1.

Check the checkbox at the very top of the Results list to select all results.2.

Check the checkbox(es) at the grey family level line item to select all results under that product family.3.

Check the individual checkbox(es) to select specific individual lines.4.

Click Export Selected Results to export all the products selected. The Export Selected Results dialog box5.displays (seeFigure 16: Export Selected Results Dialog Box on page17).

Click the appropriate radio button to select a method of exporting (Download or Email).6.

Download indicates the system will generate an Excel of PDF file that can be saved to the computer (see7.Figure 17: Export Selected Results: Download in .XLS File Format on page18).

Email indicates the system will generate an email that can be customized and shared (seeFigure 18: Export8.Selected Results: Emailon page18).

Note:Confirmation is received whether the email was sent successfully or if it failed to send. A

message displays if the email failed to send because of an incorrect email address. Otherwise, amessage displays to try again at a later time.

Click the appropriate radio button to select the appropriate file format, either .XLS (Microsoft Excel) or .PDF9.(Adobe Acrobat).

To download, click Export.10.


21/102

User Guide

CCW Configuration



Figure 15: Lead Time Search Results

Figure 16: Expor t Selected Results Dialog Box

2

1


22/102

User Guide

CCW Configuration



Figure 17: Expor t Selected Resul ts: Download in .XLS File Format

To email, click the Email radio button (seeFigure 18: Export Selected Results: Email). The Export Selected11.

Results dialog box expands to display the email options.

Enter the appropriate information in each field.12.

Click Send.13.

Figure 18: Export Selected Results: Email

3.3.3.2.2 Viewing Available Options from the Lead Time Search Results

For products with configurable options, it is possible to view and export lead times for the minor line options byusing the View Available Options link. View Available Optionsdisplays at the major line for applicable major lineitems with configurable options (seeFigure 19: Lead Time Search Results: View Available Options Link on page19).

To view the lead time options, complete the following steps:

6


23/102

User Guide

CCW Configuration



Click View Available Options. The View Available Options dialog box displays all the minor line options1.associated with the major line (seeFigure 20: View Available Options Dialog Box: Export Available Optionson page20).

Check the appropriate checkbox(es). The Export Available Options link is enabled.2.

Click Export Available Options. The Export Selected Results dialog box displays (seeFigure 16: Export3.Selected Results Dialog Box on page17).

Make the appropriate selections to download or email the information.4.

Figure 19: Lead Time Search Result s: View Available Options Link

1


24/102

User Guide

CCW Configuration



Figure 20: View Available Options Dialog Box: Export Available Options

3.4 Adding Products to Configuration

To add products to the configuration, complete the following steps:

From the Configuration Set page: Items tab, click theAdd a SKU to Your Configuration Setfield.1.

Enter the product SKU. A drop-down menu displays all products.2.

Note:If the exact SKU or complete product description is not known, enter at least the first threeletters or numbers of a SKU. A drop-down menu displays selections that begin with the letters ornumbers entered. Scroll through the list and click the appropriate item. Results display on thepage.

To locate products that are orderable but not published on the indicated price list, enter the fullSKU and press Enter. If the SKU is still not found, then the standard process to address errorsapplies. Prior to contacting support, verify that the SKUs cannot be located via the auto-

populate, wild card search, or general workspace search functionalities and that the SKU inquestion has been published to the price list chosen on the quote.

Scroll through the drop-down menu and click the appropriate SKU.3.

Click the Qtyfield and enter the quantity.4.

ClickAdd. The item is added to the configuration set.5.

3


25/102

User Guide

CCW Configuration



3.5 Importing a Configuration

From the Configuration Set page: Items tab, click Import Saved Configu rations. The Import SavedConfiguration page displays. The Next Gen Configuration Tool tab displays.

There are three tools for importing a saved configuration in the CCW Configuration module:

Next Generation Configuration Tool (NGC): see Section3.5.1, Next Generation Configuration Tool1.

Dynamic Configuration Tool (DCT): see Section3.5.2, Dynamic Configuration Tool,on page232.

MLC/ ICT/ Netformx-DX: see Section3.5.3, Netformx,on page243.

Figure 21: Import Saved Conf iguration Page

3.5.1 Next Generation Configuration Tool

To import a configuration from NGC, complete the following steps:

From the Configuration Set page: Items tab, click Import Saved Configurations. The Import Saved1.Configuration page displays.

The Next Gen Configuration Tool tab defaults on the page (seeFigure 22: Import Saved Configuration: Next2.Generations Configuration Tool on page22).

1 2 3


26/102

User Guide

CCW Configuration



Figure 22: Import Saved Configuration: Next Generations Configuration Tool

Click the Created Bydrop-down arrow and click the appropriate option.3.

Option Description

All Records ClickAl l Records to display all available records, whether created by theuser or shared with the user.

Self Click Selfto display only the records created by the user.

All records shared with me ClickAl l records shared with meto display only the records shared with theuser.

Note:These are search options. It is not necessary to enter information for all fields. Select thedesired search criteria and complete the steps for those options.

Click the Configset Name field and enter the configset name.4.

Click the Configset ID field and enter the configset ID(s). A maximum of five configset IDs can be entered,5.separated by commas.

Click the Last Modified drop-down arrow and click the period of time.6.

Click the Statusdrop-down arrow and click the appropriate option (All, Valid, or Invalid).7.

Click Search. The Search Results section displays.8.

Check the checkbox that corresponds to the desired configset.9.

3

8


27/102

User Guide

CCW Configuration



Click Import.10.

3.5.2 Dynamic Configuration Tool

To import a configuration from DCT, complete the following steps (seeFigure 23: Import Saved Configuration:Dynamic Configuration Tool):


Click the Dynamic Configuration Tool tab.2.

Figure 23: Import Saved Configuration: Dynamic Configuration Tool

If searching for a configuration created by the user, check the Mecheckbox.3.

Note:These are search options. It is not necessary to enter information for all fields. Select thedesired search criteria and complete the steps for those options.

Me is checked by default. Uncheck if not applicable.

Click the Created Bydrop-down arrow and click either All other users within my company or Selected users4.within my company.

If Selected users within my company is selected, the User ID field displays. Click the User IDfield and enterthe user ID(s). A maximum of five user IDs can be entered, separated by commas.

Click the Product Namefield and enter the product name.5.

3

7 8


28/102

User Guide

CCW Configuration



Click the Configuration Namefield and enter the configuration name.6.

Next to Date Range, click the Fromcalendar icon, and click the first date in the date range.7.

Click the tocalendar icon, and click the last date in the date range. Maximum range is twelve months.8.


Check the checkbox that corresponds to the desired Configset.10.

Click Import.11.

3.5.3 Netformx

CCW NGC is a robust option for easily building Cisco product configurations. Netformx DesignXpert is also arobust solution and generates configurations that can be imported into CCW. Users comfortable with Netformxcan continue using it to generate configurations and import the saved Netformx configurations into CCW.

To import a configuration from Netformx, complete the following steps:


Click the MLC/ICT/Netformx-DX tab.2.

Note:The abbreviations for MLC, ICT, and Netformx-DX are as follows:

Multi Line Configurator (MLC)

Integrated Configuration Tool (ICT)

DesignXpert by Netformx (Netformx-DX)


29/102

User Guide

CCW Configuration



Figure 24: Import Saved Conf iguration: MLC/ICT/Netformx-DX

If the configset was not created by the user or by someone in the users company, click Others (Access Key3.Required).

Click the Configset ID field and enter the ID. Click the Key field and enter the access key. Go to Step 11.4.

If the configset was created by the user or by someone in the users company, continue through the steps asindicated.

If searching for a configset created by the user, check the Mecheckbox.5.

Note:These are search options. It is not necessary to enter information for all fields. Select the

desired search criteria and complete the steps for those options.Me is checked by default. Uncheck if not applicable.

Click the Created Bydrop-down arrow and click either All other users within my company or Selected Users6.within my company.

If Selected users within my company is selected, the User IDfield displays. Click the User ID and enter theuser ID(s). A maximum of five user IDs can be entered, separated by commas.

Click the Configset IDfield and enter the configset ID(s). A maximum of five configset IDs can be entered,7.separated by commas.

Click the Configuration Namefield and enter the configuration name.8.

Next to Date Range, click the Fromcalendar icon, and click the first date in the date range.9.

Click the tocalendar icon, and click the last date in the date range. Maximum range is twelve months.10.


Check the checkbox that corresponds to the desired Configset.12.

3

9 10


30/102

User Guide

CCW Configuration



Click Import.13.

3.6 Selecting Options/Resolving Issues

When a product requires additional configuration, the user must select the appropriate options and resolve anyissues. The Select Options link is active under products that require additional configuration.

This process can be completed for multiple options or for individual options and when the SKUs are known or notknown.

If the SKUs for the required items are known, use the multiple option search function to enter the SKUs in a1.list and have all results display on the page (see Section3.6.2, Searching for Multiple Known SKUs,on page28).

To search for a known SKU one at a time, use the multiple options search function and the Option Search tab2.(see Section3.6.3, Searching for a Single Known SKU,on page31).

If the SKUs are not known or to search by each required component, use the individual search function (see3.Section3.6.4, Searching Unknown SKUs Individually,on page33).

To select options, configure products, and resolve any warnings or errors in the configuration, complete thefollowing steps:

From the Configuration Set page: Items tab, click Select Optionsbelow the line item. The Option Selection1.page displays (seeFigure 25: Option Selection Page on page27).

The product list displays on the left of the page in the Configuration Summary pane.2.

Warning/error messages in a box at the top of the page indicate corrections within the configuration that must3.be addressed before the order can be submitted.

Some of the options have icons next to them. These icons give additional information about the4.corresponding option. Mouse over the icon to view the information.

Click the Key drop-down to view icons-related information.5.


31/102

User Guide

CCW Configuration



Figure 25: Option Selection Page

3.6.1 Using Power Calculator

Power Calculator option is only applicable to UCS products at the moment and identifies the electrical power

consumption of products to make better selection.

To view the power consumption information for a UCS product, complete the following steps:

Select the appropriate option and click Power Calculatordrop-down arrow to view the consumption.1.

A legal disclaimer displays. ClickAccept to view the power consumption details.2.

Click Metricor Imperialto view appropriate units in the power calculator drop-down menu.3.

Click again on Power Calculator to close the drop-down menu.4.

32

4

5


32/102

User Guide

CCW Configuration



Figure 26: Option Selection Page: Power Calculator

3.6.2 Searching for Multiple Known SKUs


Click Multiple Options Search. The content on the right of the page refreshes and displays the Multiple1.Options Search tab (seeFigure 27: Multiple Option Search Tab on page29). The instructions with examplesdisplay.

To hide the instructions, click Hide Instruc tions .2.

Click the text box and enter SKUs and respective quantities.3.

Copy and paste information from another source.4.

Alternatively, enter the information manually.5.

Note:The SKU and respective quantity; separated by a space, a comma, a tab, or a semi-colon; must be entered on the same line, one SKU per line. See the examples in theInstructions.

The product items must be entered in a column. Do not enter the product items in a listseparated by commas.

1

1


33/102

User Guide

CCW Configuration



Click Search.6.

The search results display at the bottom of the page (seeFigure 28: Search Results on page30)under7.Result: By Available Location, Result: By Potential Location, and Result: Not available. Search results includeestimates lead times, SKU list prices, and locations (available and potential).

Some of the results have icons next to them. These icons give additional information about the corresponding8.option. Mouse over the icon to view the information.

From the search results under Available Location (seeFigure 29: Results By Available Location Display on9.page30), check the checkbox corresponding to the desired items.

Errors with the indicated quantities display above the Multiple Options Search tab (seeFigure 30: Quantity10.Error Message Examples on page31). Click each link to resolve the error. Once the quantity errors areresolved, the items are added to the configuration.

Click Done. The Configuration Set page displays.11.

Figure 27: Multip le Option Search Tab

3

2


34/102

User Guide

CCW Configuration



Figure 28: Search Results

Notes:

The Available Location section indicates the path to the SKU(s) under the Configuration12.Summary pane on the left side of the page. Items can be added to the configuration byleaving the appropriate checkbox(es) checked. To remove a product from the list of items toadd, uncheck the appropriate checkbox.

The Potential Location section indicates a possible path to the indicated SKU(s) under the13.

Configuration Summary pane on the left side of the page. Items cannot be added to theconfiguration from this section. Click the link within the indicated path and select theappropriate product.

For more information on available and potential locations, click Whats This?in the14.appropriate section.

If there are any error messages associated with a SKU, the error message displays at the top ofthe page and the SKU displays under Results: Not available. These SKUs are not selectable.

Figure 29: Results By Available Location Display

13 14

12


35/102

User Guide

CCW Configuration



Note:Some Qtyfields are editable and some are not. If the Qtyfield is populated and greyedout so that the user cannot make edits, the quantity is controlled by the system according to therules of quantity limitations.

Figure 30: Quantity Error Message Examples

3.6.3 Searching for a Single Known SKU

To search for a single known SKU, complete the following steps:

From the Option Selection page, click Multiple Options Search.1.

Click the Option Search tab (seeFigure 31: Option Search Tab on page32).2.

Click the Option SKUfield and enter the SKU.3.

4. Alternatively, this tab also displays when the user enters a SKU in the Option Searchfield on the OptionsSelection page immediately after clicking Select Optionsfrom the Items tab (seeFigure 32: Option SelectionPage: Option Search Field on page33).

5. Click the Option Searchfield on the Configuration Summary Pane and enter the SKU. A drop-down listdisplays to select the particular SKU.

6. Click Search. The Option Search tab displays and the option SKU field is automatically populated.

7. Click Search. The search results display at the bottom of the page (seeFigure 28: Search Results on page30)under Result: By Available Location, Result: By Potential Location, and Result: Not available. Searchresults include estimates lead times, SKU list prices, and locations (available and potential).

Some of the results have icons next to them. These icons give additional information about the correspondingoption. Mouse over the icon to view the information. There is also an icon legend at the bottom of the page,as applicable.


36/102

User Guide

CCW Configuration



Notes:

8. The Available Location section indicates the path to the SKU(s) under the ConfigurationSummary pane on the left side of the page. Items can be added to the configuration byleaving the appropriate checkbox(es) checked. To remove a product from the list of items to

add, uncheck the appropriate checkbox.

9. The Potential Location sections indicate a possible path to the indicated SKU(s) under theConfiguration Summary pane on the left side of the page. Items cannot be added to theconfiguration from this section. Click the link within the indicated path and select theappropriate product.

10. For more information on available and potential locations, click Whats This?in theappropriate section.

If there are any error messages associated with a SKU, the error message displays at the top ofthe page and the SKU displays under Results: Not available. These SKUs are not selectable.

Figure 31: Option Search Tab

9 10

8

3


37/102

User Guide

CCW Configuration



Figure 32: Option Selection Page: Option Search Field

3.6.4 Searching Unknown SKUs Indiv idually


From the Configuration Set page: Items tab, click Select Optionsbelow the line item. The Option Selection1.page displays (seeFigure 33: Option Selection Page on page34).

The product list displays on the left of the page in the Configuration Summary pane.2.

Warning/error messages in a box at the top of the page indicate corrections within the configuration that must3.be addressed before the order can be submitted.

Products that require validation have an orange triangle next to them.

Some of the options have icons next to them. These icons give additional information about the4.corresponding option. Mouse over the icon to view the information.

Scroll through the Configuration Summary pane. Using the warning messages at the top of the page as a5. guide, click the appropriate link to resolve each item. Click the appropriate option(s). Continue this processuntil all issues have been resolved.

Alternatively, click the Country Specificationdrop-down arrow in the Configuration Summary pane and click6.the appropriate country. The system will then filter the products based on the country selection, making iteasier and faster to configure products correctly.

4

cisco ccw configuration user guide

Documents