Entitlement Portal

Partners
Overview
Entitlement Portal is a platform designed to provide a
consistent view of Entitlements across Cisco products,
streamline Customer/Partner entitlement interactions,
enable the sale and delivery of new monetization
models (e.g., consistent service delivery, subscription
support,), and enable new buying, selling, and pricing
models (e.g. Cisco Enterprise Agreement,
consumption based, renewals).
Agenda
1. Entitlement Portal: Login
2. Entitlement Portal: Licenses
3. Entitlements: Smart License
4. Entitlements: Classic License
5. Entitlement Portal: Navigate to Suite
6. Entitlement Portal: Generate Licenses
7. Entitlement Portal: Transfer Licenses
8. Entitlement Portal: Alerts
9. Entitlement Portal: Subscriptions
10. Entitlement Portal: Viewing Service Contracts Tab
11. Appendix
Entitlement Portal: Login
You can access the Entitlement Portal
through the direct link:
1
https://software.cisco.com/?route=module/eb
that takes you to the Entitlement Portal
home page.

1 The top right corner of the page lists the

Smart Accounts that you currently have
access to.

If you have more than one Smart Account,

you can select the account from the drop
down.
Entitlement Portal: Login
1 In case you do not have an existing Smart 1

Account, an error message will be 3

displayed when you try to login to the

portal.
1

2 In case you have an existing Smart

Account but have not selected the smart
account, an error message will be
displayed when you try to login to the
portal.

2
Entitlement Portal: Licenses
If you are the Smart Account Admin for a
selected Smart Account and have selected all
the Virtual Accounts in the Virtual Account
selector, you will be redirected to the License
Summary Page.

1 The default view is of Licenses on the Landing 1

page. It is an informational dashboard that

shows the entitled quantities, requested or in
use quantities and any surpluses or shortages
of a given license feature. Users will be able to
Generate Licenses, Navigate to an ELA Suite,
and Transfer Licenses using the links that take
them to the respective source system such as
the License Registration Portal (LRP), Smart
Software Manager (SSM), and the ELA
Workspace.

The total features associated with the Smart

Account are itemized. The Smart
entitlements and Classic entitlements listed
add up to the total.
Entitlement Portal: Smart License – Overview
1 If you want to view the license details, click
the license and a dashboard opens up.

2 There are four drill down tabs. The first tab 1

gives an overview of the license feature.

2
Entitlement Portal: Smart License – Product Instances
1 The second tab is for Product Instances.
It gives information regarding product
families and number of licenses used.

2 A further drill down gives information

regarding the mac address, registration
date, and last contact. 1

2
Entitlement Portal: Smart License – ELA Suites
1 The third tab shows the ELA suite names
associated with that feature.
1
2 The fourth tab is for Alerts related to that
particular license feature.
These alerts come from the Smart
Software Manager (SSM). They are further
divided into major and minor.

2
Entitlement Portal: Classic License – Overview
1
If you want to view the license details, click
the license and a dashboard opens up.

2 There are four drill down tabs. The

Overview section gives usage details. 1

2
Entitlement Portal: Classic License – Devices
1 The second tab gives device information.

2 A further drill down gives information

regarding the Device Details, Product
and Licensing details and the licenses
used. 1
2
Entitlement Portal: Classic License – Available PAKs
1 The third tab, Available PAKs, gives
information regarding the available
PAKs/Token IDs.

2 The Subscription ID rollup information is 1

only available for Classic licenses in the 2

Available PAKs tab.

Note: Click the Overview tab to view rollup

information for Classic as well as Smart
Licenses.
Entitlements Portal: Classic License – ELA Suites
1 The fourth tab, ELA Suites, shows the ELA Suites associated with that feature.

1
Entitlement Portal: Navigate to Suite
1 Select the Feature name with an
ELA tag to view the license
information.

1
Entitlement Portal: Navigate to Suite (Continued)
2 Click the ELA Suites tab.

2
Entitlement Portal: Navigate to Suite (Continued)
3 The suite name is displayed on the screen. Click the Navigate to Suite link.

3
Entitlement Portal: Navigate to Suite (Continued)
5
4 The ELA Workspace opens in a
new tab. The ELA suite is
displayed at the top level and the
features listed under the suite.

Click the tab you were on

5 previously to navigate back to the
Entitlement portal.

Note: Please refer to the ELA

Workspace Training for specific 4
information on how to generate a
license or request for provisioning
in ELA Workspace.
Entitlement Portal: Generate Licenses
1 To generate a license, the license feature must be a Classic License with an available PAK. Select a Classic License
Feature to view the license information.

1
Entitlement Portal: Generate Licenses (Continued)
2 Click the Available PAKs tab.

2
Entitlement Portal: Generate Licenses (Continued)
3 Click the Generate License link.

3
Entitlement Portal: Generate Licenses (Continued)
4 The Product License
Registration page in the LRP tool 4
opens in a new tab and the Get
New Licenses from a Single
PAK/Token pop-up window is
displayed.

Note: You can click the tab you

were on previously to navigate
back to the Entitlement portal.
Once the action has been
completed, you must refresh the
page for it to be reflected in the
portal.
Entitlement Portal: Transfer Licenses

1 Click the Smart License Feature to

view the Smart License information.

1
Entitlement Portal: Transfer Licenses (Continued)
2 The Transfer Licenses button is
displayed on all tabs.

Click the Transfer Licenses button

to open the Smart Software
Manager (SSM) tool in a new tab.

2
Entitlement Portal: Transfer Licenses (Continued)
3 The Transfer Licenses pop-up
window is displayed in SSM.

Note: You can click the tab you 3

were on previously to navigate back
to the Entitlement portal. Once the
action has been completed, you
must refresh the page for it to be
reflected in the portal.
Entitlement Portal: Alerts
1 The default view is of Licenses on the
Landing page.

2 In case you click Alerts, the alerts from 1

Cisco SSM associated with that smart 2

account (major and minor) are displayed.
Entitlement Portal: Alerts
1 You have the ability to toggle between
1
Major and Minor alerts.

1
Entitlement Portal: Alerts
1 You can select Minor licenses to view
alerts related and take actions such as,
Dismiss.

1
Entitlement Portal: Subscriptions
1 The Subscriptions page has been
added to the navigation bar on the
Entitlement Portal home page. 1
Click the Subscriptions tab to view
the list of all the subscriptions that
have been assigned to a Smart
Account. Features, such as
Subscription ID, Product description,
SKU for that particular product, the
Quantity of that SKU, and the Start
Date and End Date of the subscription
are displayed in the list.
2
2 The first line of the subscription can be
expanded to show the individual
features within the subscription.

Note: The subscriptions supported are

Multi-Line Bundle, ATO, and Billing
SKU. ATO also supports a la carte.
Entitlement Portal: Viewing Subscription Information
1 In this view, the subscriptions have been expanded to
show the individual SKUs within the subscription.

2 To view the bill to details for a specific product line,

click the respective field under the Bill To column. 1
The Bill To Details pop up appears with the required
information.

3 To view the install site details for a specific product 2

line, click the respective field under the Install /
Customer Site Name column. The Install Site Details
pop up appears with the required information.

4 The highlighted portion of the screenshot shows an

example of a TnC Contract. 4

Note: To distinctly identify a subscription from a TnC 3

Contract, click the ID number in the Subscription

ID/Contract Number column. If the pop-up lists the
Subscription Ref ID, then it’s a Subscription and if it
lists the contract number, then it’s a TnC Contract.
Entitlements Portal: Licenses Within a Subscription
1 Click the Subscriptions tab to view
subscriptions. If the subscription has an
associated license, then it will be displayed
when the subscription is expanded. A warning
message will appear when a subscription is 1
within 30 days of its end date.
For the Cisco Enterprise Agreement product
suite, Cisco ONE Enterprise Agreement has
been enabled as of today and Cisco ONE Multi
Line Bundle subscriptions tagged to Smart
Accounts/Virtual Accounts (SA/VA) can be
viewed in the Subscriptions tab.

2 If there are license features associated with the

2
subscription, the Features link will be displayed
in the License Feature column. The link also
displays the number of features associated with
the subscription.
Note: The blue icon implies that the
subscription is a support SKU.
The yellow warning icon appears if the
subscription is nearing the expiry date.
Entitlements Portal: Licenses Within a Subscription
(Continued)
3 Click the expand icon to view the
features and select the feature to
navigate to the particular license
feature.

3
Entitlement Portal: Licenses Within a Subscription
4 The License Types associated with
the subscription are displayed.

5 The Subscription ID that was

referenced is also displayed for
each License Type. You can click
the Subscription ID to return to the
Subscriptions page. 4 5

6 Click the << Back to

Subscriptions Summary link to
return to the Subscriptions home
page.

6
Entitlement Portal: Viewing Contract Summary Tab
You can view Service Contracts in 1
the Entitlement Portal.

1 Click the Service Contracts tab.

The Service Contracts page
appears displaying the information
under the Contract Summary tab.

Note:
• The Contract Summary tab will
only display Active, Signed, and
Overdue contracts. It does not
include any Expired contracts.
Entitlement Portal: Viewing Contract Summary Tab
2 Users will see a warning when
contracts are within 30 days of their
end date. Bill To Details will
appear when users click on the line
level under the Bill To column.

2
Entitlement Portal: Viewing Contract Summary Tab
3 If there are multiple Install at GUs
and Service Levels for a contract,
the user will see Multiple with a
drop-down arrow, as shown in the
screenshot.

Click the drop-down arrow to see 3

the list of all Install At GUs and/or
Service Levels.
Entitlement Portal:
Viewing Covered Product Lines Tab
1 Under the Contract Summary tab,
click the contract number for which you
want to view the covered product lines.

2 The grid under the Covered Product

Lines tab is displayed.
1

2
Entitlement Portal:
Viewing Covered Product Lines Tab
3 The grid under the Covered
Product Lines tab displays the
product lines for the selected 3
contract number across all the
related Virtual Accounts that the
user has access to.

You can also use the Contract

Number drop-down to change the
contract number without having to
navigate back to the Contract
Summary tab. This drop-down lists
all the contract numbers from the
Contract Summary tab.
Entitlement Portal:
Viewing Covered Product Lines Tab
4 The grid also includes values
related to product, SKU, End Date,
Virtual Account, Status, etc.

For additional details, you may click

the cell(s) in the Product, Install
Site Name, and Service Level
columns, as shown in the
screenshot.
4
Entitlement Portal:
Viewing Covered Product Lines Tab
5 You can also use the Filter by
Virtual Account link to view covered
product lines assigned to specific
Virtual Accounts. 5

On clicking the link, a pop-up

appears listing all the Smart & Virtual
Accounts the Covered Product Lines
are assigned to in a hierarchy, as
shown in the screenshot.
Note:
• The pop up will ONLY display Smart
& Virtual Accounts the user has
access to
• Smart Accounts are
expandable/collapsible to show/hide
Virtual Accounts
• Users can check/uncheck VAs to
change the CPL display in the grid.
• By default, all Virtual Accounts
should be checked.
Entitlement Portal:
Viewing Covered Product Lines Tab
5 The grid includes the In-Line filters
for each column (except for Virtual
Account and License Feature). It
also provides an option to Search
by ERP Order ID.
Note: You can view ERP Order ID
once you click any specific product
from the Product column in the
grid.
In case the covered product line is
part of multiple Virtual Accounts,
you can view the accounts in the
Virtual Account column by clicking
the drop-down arrow.
You can also hover the mouse over
the cells in the Virtual Account
column to see the associated Smart
Account.
Entitlement Portal: Help Link
1 To access help for the Entitlement Portal
click the Help link in the upper right hand 1
corner to open the Entitlement Portal Help
Central.

2 The “Entitlement Portal Help Center” will

open in a pop up window. Here users will
be provided links to:
• Send an email inquiry to licensing or
TAC
• Open a case through the Support Case
Manager
• Access Cisco Communities 3
• Contact Numbers for Cisco Help
2
3 Additionally Users will be provided links to
• Entitlement Portal Help Document
• Frequently Asked Questions
• Entitlement Portal Overview Video
Additional Resources – Entitlement Portal
Location Audience Description

Entitlement Portal Overview Partners Entitlement Portal Overview Presentation

Entitlement Portal Training Partners Entitlement Portal step-by-step training guide

Smart Account Roles Overview Partners Smart Account Roles in the different Cisco tools: Cisco
Software Central, Smart Software Manager, License
Registration Portal, Entitlement Portal.
Smart Account Enabled SBP Offers Partners Subscription Billing Platform (SBP) offers currently
supporting Smart Accounts.
Entitlement Portal FAQ Partners Frequently Asked Questions about the Entitlement Portal.

Entitlement Portal QRG Partners This Quick Reference Guide (QRG) will provide you with
an instructional overview of how to navigate to suite and
generate and transfer licenses.
Entitlement Portal VOD Partners Entitlement Portal Video

Entitlement Portal AAG Partners Entitlement Portal At-a-Glance Document

Entitlement Portal Help Document Partners Help Document

Appendix : Transact On-Premise Subscription
Upgrade in Product Upgrade Tool (PUT)
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Product Upgrade Tool (PUT) is now integrated with our Entitlement Base (EB), which allows customers to
transact On-Premise based subscription upgrades from PUT UI.

• On the PUT homepage, a new field “Subscription ID” is added for you enter the subscription ID and proceed with the upgrade process.
• “Subscription ID” field will auto populate the subscription IDs (eligible & entitled only) associated with your cisco.com profile.

Follow steps below to upgrade an On-Premise subscription:

1. On the PUT homepage, Enter the “Subscription ID” or Select from the list of subscription IDs auto-populated (use keyword “s”)
2. Select the ordering method “Guided” or “Advanced” and Click Continue
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

3. For step by step process to upgrade a product, Enter Subscription ID, Select “Guided” as ordering
method and Click Continue
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

4. Select Product Group from list of available choices

5. Select additional Product Option/s and Click Continue

Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

6. Upgrade eligible SKU will appear, Click Continue

7. Make appropriate selection and Enter the product quantity eligible for upgrade and Click Continue

Note: Orderable Quantity cannot be greater than Eligible Orderable Quantity

Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

8. Add Shipping Address, Shipping Contact, eDelivery Email and Click Continue
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

9. You will be requested to Agree/Decline Terms and Conditions, Click Agree

Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

10. Review the details of the upgrade and Click Submit Order
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Guided Ordering Method

11. On successful order submission, Online Order ID will be generated

Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Advanced Ordering Method

1. To upgrade a specific product, Enter Subscription ID, Select “Advanced” as ordering method and Click
Continue
Transact On-Premise Subscription Upgrade in
Product Upgrade Tool (PUT)
Advanced Ordering Method

2. Select the product/s for upgrade by entering the quantity and Click Continue

3. Follow Steps 8 to 10 of Guided Ordering Method to proceed with submitting an Upgrade Order
Version History (October 2017)
Slide # Details Release

Device Updates to the Licenses UI: in the Classic License Device's tab, only the data fields that are relevant
11 October 2017
for a specific license (Host Id, Product Description, etc. ) will be visible.
Adds product line details view associated with service contracts under the ‘Service Contracts’ tab (only those
33-40 tagged to Smart Account (SA)/ Virtual Account (VA) will be visible) of Entitlement Portal to enable Sept 2017
comprehensive entitlement view.