Cisco CCW Configuration User Guide

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CCW Configuration
User Guide
User Guide
CCW Configuration
TABLE OF CONTENTS
1
Conventions Used in this Document ............................................................................................. 1
CCW Configuration Module Overview ........................................................................................... 2

2.1
The Big Picture................................................................................................................................... 2
Creating and Building a Configuration .......................................................................................... 4

3.1
Creating a Configuration/Configuring a Major Line Bundle .......................................................... 4

3.1.1 Creating a Configuration from the Quick Start Portlet ............................................................ 4
3.2
Changing the Configuration Set Name ............................................................................................ 7
3.3
Finding Products to Add to the Configuration ............................................................................... 8

3.3.1 Product Description or SKU .................................................................................................... 9
3.3.2 Product Family ...................................................................................................................... 11
3.3.3 Lead Time Search ................................................................................................................ 12
3.4
Adding Products to Configuration ................................................................................................. 20
3.5
Importing a Configuration ............................................................................................................... 21

3.5.1 Next Generation Configuration Tool ..................................................................................... 21
3.5.2 Dynamic Configuration Tool ................................................................................................. 23
3.5.3 Netformx ............................................................................................................................... 24
3.6
Selecting Options/Resolving Issues .............................................................................................. 26

3.6.1 Using Power Calculator ........................................................................................................ 27
3.6.2 Searching for Multiple Known SKUs ..................................................................................... 28
3.6.3 Searching for a Single Known SKU ...................................................................................... 31
3.6.4 Searching Unknown SKUs Individually ................................................................................ 33
3.6.5 View Full Summary ............................................................................................................... 34
3.7
Cisco Feature Navigator Option ..................................................................................................... 35
3.8
Icons on Items Tab .......................................................................................................................... 37

3.8.1 Memo Icon ............................................................................................................................ 37
3.8.2 Controlled Part Icon .............................................................................................................. 37
3.8.3 Approaching End of Sale Icon .............................................................................................. 37
3.8.4 Included Component Icon ..................................................................................................... 37
3.8.5 Value Incentive Program Icons ............................................................................................. 37
3.8.6 Remanufactured Icon ........................................................................................................... 37
3.8.7 New Product Hold ................................................................................................................. 38
3.8.8 Key Option ............................................................................................................................ 38
3.9
New Product Hold and Estimated Lead Time ............................................................................... 38

3.9.1 Viewing New Product Hold and Estimated Lead Time on the Major Line ............................ 38
3.9.2 Viewing New Product Hold and Estimated Lead Time on the Minor Line ............................ 39
3.9.3 Total Maximum Estimated Lead Time .................................................................................. 40
3.10
Setting Quantities for Products...................................................................................................... 41
3.11
Adding Services ............................................................................................................................... 41

3.11.1 Adding Services or Subscriptions Overview ......................................................................... 41
3.11.2 Setting Default Service Options ............................................................................................ 42
3.11.3 Cascading Services to Multiple Lines ................................................................................... 44
3.11.4 Adding Services to Individual Line Items within a Configuration .......................................... 45
3.12
Changing Services on Individual Lines ......................................................................................... 46
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Last Updated: 8 June 2014
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User Guide
CCW Configuration
3.13
Copy Individual Line Items ............................................................................................................. 47
3.14
Remove Individual Line Items ........................................................................................................ 48
Creating a UCS Blade-centric Configuration ...............................................................................49

4.1
Searching for UCS Blade ................................................................................................................ 49
4.2
Configuring the UCS Blade-Centric Solution ............................................................................... 49

4.2.1 Step 1: Blade Server ............................................................................................................. 50
4.2.2 Step 2: Chassis ..................................................................................................................... 52
4.2.3 Step 3: Fabric Interconnect................................................................................................... 54
4.2.4 Step 4: Technical Service ..................................................................................................... 55
4.2.5 Step 5: Summary .................................................................................................................. 56
4.3
Changing the Blade Configuration Set Name ............................................................................... 59
4.4
Preview Build to Order (BTO) Configuration ................................................................................ 59
Creating a Insieme Bundle Configuration ....................................................................................62

5.1
Adding and Configuring an Insieme Bundle Configuration ........................................................ 62

5.1.1 Step 1: APIC ......................................................................................................................... 63
5.1.2 Step 2: Leaf........................................................................................................................... 63
5.1.3 Step 3: Spine ........................................................................................................................ 64
5.1.4 Step 4: Technical Service ..................................................................................................... 65
5.1.5 Step 5: Summary .................................................................................................................. 66
Populating the Install Site and the End Customer Information ................................................67
6.1
Changing or Setting the Default Install Site .................................................................................. 68

6.1.1 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) ..................................................................... 70

6.2.1 Changing or Removing the Default Full Install Site Address ................................................ 72
6.2.2 Changing or Removing the Contact ..................................................................................... 74
6.3
Setting a Default End Customer Country ...................................................................................... 75
6.4
Adding a Default Full End Customer ............................................................................................. 75

6.4.1 Changing or Removing the Default Full End Customer Address ......................................... 76
6.5
Setting Multiple/Individual Line Addresses .................................................................................. 76
Confirming and Editing the Billing Information ..........................................................................79

7.1
Changing the Billing Address ........................................................................................................ 79
7.2
Adding, Changing, Creating, or Removing a Contact.................................................................. 80
Reviewing the Configuration Summary........................................................................................81
Common Utility Functions ..............................................................................................................82

9.1
Exporting a Configuration .............................................................................................................. 82
9.2
Sharing a Configuration .................................................................................................................. 88

9.2.1 Sharing a Single Configuration ............................................................................................. 88
9.2.2 Sharing with an Access Key ................................................................................................. 89
9.2.3 Sharing a Configuration via Default Share Team ................................................................. 91
9.3
Deleting a Configuration ................................................................................................................. 92
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10
9.4
Printing a Configuration .................................................................................................................. 93
9.5
Copying a Configuration ................................................................................................................. 94
9.6
Advance Copy for a Configuration ................................................................................................ 95
Partner-initiated Customer Access ...............................................................................................97

10.1
11
PICA Quick Start Portlet .................................................................................................................. 97
View All Configurations ..................................................................................................................98
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Conventions Used in this Document
Key sequences on your keyboard that you are asked to press are reflected in the user guide in bold. For
example: Press Tab to 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 Home to
return to the CCW Home Page.
Specific indicators that do not have an action and the link that should be clicked are reflected in the user
guide 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. For
example: Click Continue.
Radio buttons, drop-down arrows, checkboxes, or fields that correspond to a name are reflected in the user
guide in italics. For example: Click the Yes radio button. Or Click the Service Program drop-down arrow.
When you need to type text using your keyboard, the directions will indicate to enter the appropriate
information. 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 covered
in 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 and
underlined. For example: Additional information is available in the CCW Order User Guide.
Active hyperlinks for cross references within the document are reflected in the user guide in blue text and
underlined. For example: See Figure 8: Find Products Page: Search By on page 9. If the document section
is 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 process
flow that indicates how the user got to this part of the process. Note that the details of the steps are not
included in this flow. For example, adding options to a product takes place from the Configuration Set page
and the user would have gone through the process of creating a configuration. Accessing an existing
configuration to complete these secondary steps would be a different set of steps that are not indicated.
For example:
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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, see
the Getting Started with CCW Training / Onboarding Document.
The CCW Configuration module is available for users to create configurations that can be imported into other
configurations, deals, quotes, or orders. See Section 3.1.1, Creating a Configuration from the Quick Start Portlet,
on page 4.
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, each
configuration 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 version
is maintained.
The configurations can be copied and saved as a template. If the user consistently orders numerous lines
with few modifications, using the saved template saves time. Modify the template, save it with a new
name, and a new configuration ID is generated.
The Next Generation Configuration Tool (NGC) has guiding messages and real-time validation of
configuration sets; users are directed to add all necessary components.
The configuration can be saved, and, once valid, these configuration sets can be used for B2B
transactions.
Products can be added to a configuration using the Find Products option either on the CCW Home Page or on the
Items tab of the Configuration Set page. The user can search for products by product name, SKU, or product
family. The user can also add products by entering a SKU directly on the Items tab of the Configuration Set page
or by importing a saved configuration. Saved configurations can be added from NGC, the Dynamic Configuration
Tool (DCT), or Netformx.
Figure 2:
Configuration Workflow
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The Federal Information section applies to the Trade Agreements Act (TAA). TAA is a requirement for US
Government procurement and is applicable only to US Federal users. TAA requires that all products supplied on a
contract valued greater than $204,000 be manufactured or substantially transformed in the US or a TAAdesignated country. See the CCW TAA Job Aid.
For end customers who do not have full access to CCW, Cisco offers Partner Initiated Customer Access (PICA) to
partners. PICA allows partners to grant limited access to CCW to end customers.
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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 automatically
assigned, and it is active in the system. Once a configuration is created, it must be populated with products and
services (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:
1. Create a configuration from the Quick Start portlet (see Section 3.1.1, Creating a Configuration from the Quick
Start Portlet and Figure 3: Quick Start Portlet).
2. Create a configuration from the Find Products portlet on the CCW Home Page (see the CCW Home Page
and Portlets General Information User Guide).
Best Practice: Creating a configuration from the Find Products portlet on the CCW Home Page
allows the user to add multiple products to the configuration set at one time. Configuring of each
product will be done at a later step in the process. The feature of searching by Product Family
makes 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:
1. From the Quick Start portlet of the CCW Home Page, click Create > Configuration. The Configuration Set
page displays (see Figure 4: Configuration Set Page on page 5).
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Figure 4:
Configuration Set Page
2
3
4
5
6
7
8
Table 1: Navigating the Configuration Set Page

Software Section/Option
Information/Reference
2. Links
To return to the CCW Home Page, click Commerce Workspace

Home. This link is available through the Configuration module.
For helpful guidance on selection products, click Cisco Feature
Navigation. See Section 3.7, Cisco Feature Navigator Option, on
page 35.
The links are described at length in the CCW Home Page and Portlets
General Information User Guide.
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3. Header
From the Header section, the user can edit the configuration set name,
view the configuration ID number, created by information, the total cost
of the configuration as it is currently populated, and the maximum
estimated lead time for delivering the products as the configuration is
currently populated.
See Section 3.2, Changing the Configuration Set Name, on page 7.
4. Common Utility Bar
5. Tabs
Configurations can be exported, shared, deleted, printed and/or copied

at any point during creation. The links are available in the common
utility bar located above the tabs. See Section 9, Common Utility
Functions, on page 82.
The tabs are used to steps through the process of populating the
details of the configuration.
Items tab:
See Section 3.3, Finding Products to Add to the Configuration, on
page 8.
Section 4, Creating a UCS Blade-centric Configuration, on page 49.
Install and End User tab: See Section 6, Populating the Install Site and
the End Customer Information, on page 67.
Billing tab: See Section 7, Confirming and Editing the Billing
Information, on page 79.
Review tab: See Section 8, Reviewing the Configuration Summary, on
page 81.
6. Messages
Throughout CCW messages display in this area after the user

completes different actions.
Green messages are verification of a successfully completed action.
Orange messages are warning messages that there are additional
steps needed, but that it is possible to move forward with the
configuration without problems.
Red messages indicate there is an error that will need to be resolved
before the configuration process can be completed successfully.
7. Service Preferences
(if applicable Federal Government)
Expand the Service Preferences section to set default service

selections for the configuration. Setting made on this page overrides
the selections made under the Workspace Profile and Preferences
section (see the CCW Home Page and Portlets General Information
User Guide).
See Section 3.11, Adding Services, on page 41.
If applicable (for US Federal users only), the Federal Government
section also displays in this area. For more information, see the CCW
TAA Job Aid.
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8. Adding Items to the configuration
Products can be added to the configuration several different ways:
1. Find Product link: See Section 3.3, Finding Products to Add
to the Configuration, on page 8.
2. Add a SKU to Your Configuration Set field: See Section 3.4,
Adding Products to Configuration, on page 20.
3. Import a Saved Configuration link: See Section 3.5,
Importing a Configuration, on page 21.
9. Configuration line items
All products that are added to the configuration display as line items on
the Items tab. Several functions are available for each line item. See
the following document sections:
Section 3.6, Selecting Options/Resolving Issues, on page 26
Section 3.8, Icons on Items Tab, on page 37
Section 3.9, New Product Hold and Estimated Lead Time, on page 38
Section 3.10, Setting Quantities for Products, on page 41
Section 3.11, Adding Services, on page 41
Section 3.12, Changing Services on Individual Lines, on page 46
Section 3.13, Copy Individual Line Items, on page 47
Section 3.14, Remove Individual Line Items, on page 48
3.2 Changing the Configuration Set Name
To change the name of the configuration set, complete the following steps:
1. At the top of the Configuration Set page, click the pencil icon in the Configuration Set Name field (see Figure
5: Configuration Set Page on page 8). The current name displays in a text field.
2. Click the Configuration Set Name field (see Figure 6: Configuration Set Name Field on page 8).
3. Highlight the information and delete.
4. Enter a new configuration name that is easy to remember for reuse.
5. Click Update. The change saves.
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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 by
Product Family makes the search for products easier.
To search for products, complete the following steps:

1. From the Configuration Set page: Items tab (see Figure 7: Configuration Set Page > Find Products Link on
page 9), click Find Products. The Find Products page displays.
2. Click the appropriate radio button to choose whether to search by Product description or SKU or by Product
Family. The bottom of the page changes based on the radio button the user chooses (see Figure 8: Find
Products Page: Search By on page 9).
Search by product description (for example, integrated service routers) or SKU (for example, C1861ESRST-B/K9) if a specific SKU or portion of the product description is available
(If searching by product description or SKU, continue to Section 3.3.1, Product Description or SKU, on
page 9).
Search by product family (for example Cisco 1800 Series Integrated Services Router) to find the product
by scanning through a list of Cisco product families
(If searching by product family, continue to Section 3.3.2, Product Family, on page 11).
3. Check the checkbox(es) to display only Trade Agreements Act (TAA) compliant products and/or products that
are eligible for a Value Incentive Program (VIP). Note that TAA displays only for US Federal orders.
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Figure 7:
Configuration Set Page > Find Products Link
Figure 8:
Find Products Page: Search By
3.3.1 Product Description or SKU
To search by product description (for example, integrated service routers) or SKU (for example, C1861E-SRSTB/K9), complete the following steps:
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1. From the Find Products page, click the Enter a product description or SKU field, enter the desired product
description or SKU, and click Search. Results display on the page (see Figure 9: Search Results Display).
Note: The entire SKU does not need to be entered. For example, to display all search results for
the Cisco 1800 Series Integrated Service Router, enter CISCO1803. All of the Cisco 1803 SKUs
display.
Users will be able to search for orderable, non-published products by entering the full product
SKU. The product does not have to be published to pricing.
2. Locate the appropriate product.
3. Click
. The product is added to the Selected Items cart.
4. Click the Qty field and enter the appropriate quantity.

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 Qty field and enter the quantity.
Continue to step 3. (entering the quantity before adding the product to the Selected
Items cart).
On the Configuration Set page: Items tab (see Section 3.10, Setting Quantities for
Products, on page 41).
5. Repeat steps 14 to populate the Items for configuration.

6. To remove unwanted items from the Selected Items cart, click Remove under the unwanted item.
7. When all desired products from the search have been added to the Select Items cart, click Add. The
Configuration Set page displays the Items tab.
Figure 9:
Search Results Display
4
3
6
4
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3.3.2 Product Family
To search by product family, complete the following steps:

1. Click the Type to filter or click menu button to see full list drop-down arrow. The drop-down menu displays and
the cursor flashes in the field (see Figure 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
2. Scroll through the list and click the appropriate option.

Alternatively, begin typing the product family name in the field. The drop-down menu options change based
on what is typed, narrowing the results. Scroll through the list and click the appropriate item.
3. Click Search. Results display all applicable pricing families.
4. Locate the appropriate product.
5. Click
6. Click the Qty field and enter the appropriate quantity.
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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 Qty field and enter the quantity.
Continue to step 5 (entering the quantity before adding the product to the Selected
Items cart).
On the Configuration Set page: Items tab (see Section 3.10, Setting Quantities for
Products, on page 41).
7. Repeat steps 16 to populate the Items for configuration.

8. To remove unwanted items from the Selected Items cart, click Remove under the unwanted item.
9. When all desired products from the search have been added to the Select Items cart, click Add. The
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 lead
time of a particular product or minor line option is the amount of time from order placement to when it is received
by the customer. It is possible to search for lead times for products by ERP product family, product SKU, product
description, or a wild card search. Users can then download or email the lead time information in either an Excel
or PDF format.
To view lead time information for products and product families, complete the following steps:
1. From the Configuration Set page: Items tab, click Find Products. The Find Products page displays (see
Figure 8: Find Products Page on page 9).
2. Click the Lead Time Search tab (see Figure 11: Lead Time Search Tab on page 13).
3. Search Lead Time by:
4. Product description or SKU (see Section 3.3.3.1, Lead Time Search by Product Description or SKU, on page
13)
5. ERP Product Family (see Section 3.3.3.2, Search Lead Times by ERP Product Family, on page 15)
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Figure 11: Lead Time Search Tab
3.3.3.1
Lead Time Search by Product Description or SKU
To search lead time information by product description or SKU, complete the following steps:
1. The Product SKU radio button is selected by default (see Figure 12: Lead Time Search Tab: Product SKU on
page 14).
2. Click the Enter a product description or SKU field.
3. Enter the appropriate product description or SKU. Use a wild card search if desired.
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.
4. Click each of the Select drop-down arrows under Specify a lead time range (optional) to filter the search
results by a range of lead times. This step is optional.
Under the first Select drop-down menu, click the desired option to search for products that have a lead time
greater than or equal to or less than or equal to the lead time variable that will be indicated under the second
Select drop-down menu.
Under the second Select drop-down menu, click the number that represents the desired lead time. The
options reflect the standard lead times for various products (for example, 14, 21, 28, etc.), ranging from 7 to
84 days.
5. Click Search.
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6. The search results display (see Figure 13: Lead Time Search Results on page 14).
Figure 12: Lead Time Search Tab: Product SKU
2
4
Figure 13: Lead Time Search Results
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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 Family radio button. The Lead Time tab refreshes (see Figure 14: Lead Time Search
Tab: ERP Product Family on page 15)
2. Select one or more product families by checking the desired checkbox(es) from the drop-down list. Multiple
product 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
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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 (see Figure 15: Lead Time
Search Results on page 17).
To export the search results, complete the following steps:

1. Check the checkbox(es) that correspond to the desired line items.
2. Check the checkbox at the very top of the Results list to select all results.
3. Check the checkbox(es) at the grey family level line item to select all results under that product family.
4. Check the individual checkbox(es) to select specific individual lines.
5. Click Export Selected Results to export all the products selected. The Export Selected Results dialog box
displays (see Figure 16: Export Selected Results Dialog Box on page 17).
6. Click the appropriate radio button to select a method of exporting (Download or Email).
7. Download indicates the system will generate an Excel of PDF file that can be saved to the computer (see
Figure 17: Export Selected Results: Download in .XLS File Format on page 18).
8. Email indicates the system will generate an email that can be customized and shared (see Figure 18: Export
Selected Results: Email on page 18).
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, a
message displays to try again at a later time.
9. Click the appropriate radio button to select the appropriate file format, either .XLS (Microsoft Excel) or .PDF
(Adobe Acrobat).
10. To download, click Export.
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Figure 15: Lead Time Search Results
2
1
Figure 16: Export Selected Results Dialog Box
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Figure 17: Export Selected Results: Download in .XLS File Format
11. To email, click the Email radio button (see Figure 18: Export Selected Results: Email). The Export Selected
Results dialog box expands to display the email options.
12. Enter the appropriate information in each field.
13. Click Send.
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 by
using the View Available Options link. View Available Options displays at the major line for applicable major line
items with configurable options (see Figure 19: Lead Time Search Results: View Available Options Link on page
19).
To view the lead time options, complete the following steps:
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1. Click View Available Options. The View Available Options dialog box displays all the minor line options
associated with the major line (see Figure 20: View Available Options Dialog Box: Export Available Options
on page 20).
2. Check the appropriate checkbox(es). The Export Available Options link is enabled.
3. Click Export Available Options. The Export Selected Results dialog box displays (see Figure 16: Export
Selected Results Dialog Box on page 17).
4. Make the appropriate selections to download or email the information.
Figure 19: Lead Time Search Results: View Available Options Link
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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:

1. From the Configuration Set page: Items tab, click the Add a SKU to Your Configuration Set field.
2. Enter the product SKU. A drop-down menu displays all products.
Note: If the exact SKU or complete product description is not known, enter at least the first three
letters or numbers of a SKU. A drop-down menu displays selections that begin with the letters or
numbers entered. Scroll through the list and click the appropriate item. Results display on the
page.
To locate products that are orderable but not published on the indicated price list, enter the full
SKU and press Enter. If the SKU is still not found, then the standard process to address errors
applies. Prior to contacting support, verify that the SKUs cannot be located via the autopopulate, wild card search, or general workspace search functionalities and that the SKU in
question has been published to the price list chosen on the quote.
3. Scroll through the drop-down menu and click the appropriate SKU.
4. Click the Qty field and enter the quantity.
5. Click Add. The item is added to the configuration set.
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3.5 Importing a Configuration
From the Configuration Set page: Items tab, click Import Saved Configurations. The Import Saved
Configuration page displays. The Next Gen Configuration Tool tab displays.
There are three tools for importing a saved configuration in the CCW Configuration module:
1. Next Generation Configuration Tool (NGC): see Section 3.5.1, Next Generation Configuration Tool
2. Dynamic Configuration Tool (DCT): see Section 3.5.2, Dynamic Configuration Tool, on page 23
3. MLC/ ICT/ Netformx-DX: see Section 3.5.3, Netformx, on page 24
Figure 21: Import Saved Configuration Page
3.5.1 Next Generation Configuration Tool
To import a configuration from NGC, complete the following steps:

1. From the Configuration Set page: Items tab, click Import Saved Configurations. The Import Saved
Configuration page displays.
2. The Next Gen Configuration Tool tab defaults on the page (see Figure 22: Import Saved Configuration: Next
Generations Configuration Tool on page 22).
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Figure 22: Import Saved Configuration: Next Generations Configuration Tool
3. Click the Created By drop-down arrow and click the appropriate option.
Option
Description
All Records
Click All Records to display all available records, whether created by the
user or shared with the user.
Self
Click Self to display only the records created by the user.
All records shared with me
Click All records shared with me to display only the records shared with the
user.
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.
4. Click the Configset Name field and enter the configset name.
5. Click the Configset ID field and enter the configset ID(s). A maximum of five configset IDs can be entered,
separated by commas.
6. Click the Last Modified drop-down arrow and click the period of time.
7. Click the Status drop-down arrow and click the appropriate option (All, Valid, or Invalid).
8. Click Search. The Search Results section displays.
9. Check the checkbox that corresponds to the desired configset.
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10. Click Import.
3.5.2 Dynamic Configuration Tool
To import a configuration from DCT, complete the following steps (see Figure 23: Import Saved Configuration:
Dynamic Configuration Tool):
2. Click the Dynamic Configuration Tool tab.
Figure 23: Import Saved Configuration: Dynamic Configuration Tool
3. If searching for a configuration created by the user, check the Me checkbox.

Me is checked by default. Uncheck if not applicable.
4. Click the Created By drop-down arrow and click either All other users within my company or Selected users
within my company.
If Selected users within my company is selected, the User ID field displays. Click the User ID field and enter
the user ID(s). A maximum of five user IDs can be entered, separated by commas.
5. Click the Product Name field and enter the product name.
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6. Click the Configuration Name field and enter the configuration name.
7. Next to Date Range, click the From calendar icon, and click the first date in the date range.
8. Click the to calendar 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.
11. Click Import.
3.5.3 Netformx
CCW NGC is a robust option for easily building Cisco product configurations. Netformx DesignXpert is also a
robust solution and generates configurations that can be imported into CCW. Users comfortable with Netformx
can continue using it to generate configurations and import the saved Netformx configurations into CCW.
To import a configuration from Netformx, complete the following steps:

2. Click the MLC/ICT/Netformx-DX tab.
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)
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Figure 24: Import Saved Configuration: MLC/ICT/Netformx-DX
10
3. If the configset was not created by the user or by someone in the users company, click Others (Access Key
Required).
4. Click the Configset ID field and enter the ID. Click the Key field and enter the access key. Go to Step 11.
If the configset was created by the user or by someone in the users company, continue through the steps as
indicated.
5. If searching for a configset created by the user, check the Me checkbox.
Me is checked by default. Uncheck if not applicable.
6. Click the Created By drop-down arrow and click either All other users within my company or Selected Users
within my company.
If Selected users within my company is selected, the User ID field displays. Click the User ID and enter the
user ID(s). A maximum of five user IDs can be entered, separated by commas.
7. Click the Configset ID field and enter the configset ID(s). A maximum of five configset IDs can be entered,
8. Click the Configuration Name field and enter the configuration name.
9. Next to Date Range, click the From calendar icon, and click the first date in the date range.
10. Click the to calendar icon, and click the last date in the date range. Maximum range is twelve months.
12. Check the checkbox that corresponds to the desired Configset.
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13. Click Import.
3.6 Selecting Options/Resolving Issues
When a product requires additional configuration, the user must select the appropriate options and resolve any
issues. 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 not
known.
1. If the SKUs for the required items are known, use the multiple option search function to enter the SKUs in a
list and have all results display on the page (see Section 3.6.2, Searching for Multiple Known SKUs, on page
28).
2. To search for a known SKU one at a time, use the multiple options search function and the Option Search tab
(see Section 3.6.3, Searching for a Single Known SKU, on page 31).
3. If the SKUs are not known or to search by each required component, use the individual search function (see
Section 3.6.4, Searching Unknown SKUs Individually, on page 33).
To select options, configure products, and resolve any warnings or errors in the configuration, complete the
following steps:
1. From the Configuration Set page: Items tab, click Select Options below the line item. The Option Selection
page displays (see Figure 25: Option Selection Page on page 27).
2. The product list displays on the left of the page in the Configuration Summary pane.
3. Warning/error messages in a box at the top of the page indicate corrections within the configuration that must
be addressed before the order can be submitted.
4. Some of the options have icons next to them. These icons give additional information about the
corresponding option. Mouse over the icon to view the information.
5. Click the Key drop-down to view icons-related information.
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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:
1. Select the appropriate option and click Power Calculator drop-down arrow to view the consumption.
2. A legal disclaimer displays. Click Accept to view the power consumption details.
3. Click Metric or Imperial to view appropriate units in the power calculator drop-down menu.
4. Click again on Power Calculator to close the drop-down menu.
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Figure 26: Option Selection Page: Power Calculator
3.6.2 Searching for Multiple Known SKUs
following steps:
1. Click Multiple Options Search. The content on the right of the page refreshes and displays the Multiple
Options Search tab (see Figure 27: Multiple Option Search Tab on page 29). The instructions with examples
display.
2. To hide the instructions, click Hide Instructions.
3. Click the text box and enter SKUs and respective quantities.
4. Copy and paste information from another source.
5. Alternatively, enter the information manually.
Note: The SKU and respective quantity; separated by a space, a comma, a tab, or a semicolon; must be entered on the same line, one SKU per line. See the examples in the
Instructions.
The product items must be entered in a column. Do not enter the product items in a list
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6. Click Search.
7. The search results display at the bottom of the page (see Figure 28: Search Results on page 30) under
Result: By Available Location, Result: By Potential Location, and Result: Not available. Search results include
estimates lead times, SKU list prices, and locations (available and potential).
8. Some of the results have icons next to them. These icons give additional information about the corresponding
option. Mouse over the icon to view the information.
9. From the search results under Available Location (see Figure 29: Results By Available Location Display on
page 30), check the checkbox corresponding to the desired items.
10. Errors with the indicated quantities display above the Multiple Options Search tab (see Figure 30: Quantity
Error Message Examples on page 31). Click each link to resolve the error. Once the quantity errors are
resolved, the items are added to the configuration.
11. Click Done. The Configuration Set page displays.
Figure 27: Multiple Option Search Tab
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Figure 28: Search Results
12
13
14
Notes:
12. The Available Location section indicates the path to the SKU(s) under the Configuration
Summary pane on the left side of the page. Items can be added to the configuration by
leaving the appropriate checkbox(es) checked. To remove a product from the list of items to
add, uncheck the appropriate checkbox.
13. The Potential Location section indicates a possible path to the indicated SKU(s) under the
Configuration Summary pane on the left side of the page. Items cannot be added to the
configuration from this section. Click the link within the indicated path and select the
appropriate product.
14. For more information on available and potential locations, click Whats This? in the
appropriate section.
If there are any error messages associated with a SKU, the error message displays at the top of
the page and the SKU displays under Results: Not available. These SKUs are not selectable.
Figure 29: Results By Available Location Display
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Note: Some Qty fields are editable and some are not. If the Qty field is populated and greyed
out so that the user cannot make edits, the quantity is controlled by the system according to the
rules 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:

1. From the Option Selection page, click Multiple Options Search.
2. Click the Option Search tab (see Figure 31: Option Search Tab on page 32).
3. Click the Option SKU field and enter the SKU.
4. Alternatively, this tab also displays when the user enters a SKU in the Option Search field on the Options
Selection page immediately after clicking Select Options from the Items tab (see Figure 32: Option Selection
Page: Option Search Field on page 33).
5. Click the Option Search field on the Configuration Summary Pane and enter the SKU. A drop-down list
displays 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 (see Figure 28: Search Results on page
30) under Result: By Available Location, Result: By Potential Location, and Result: Not available. Search
results 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 corresponding
option. Mouse over the icon to view the information. There is also an icon legend at the bottom of the page,
as applicable.
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Notes:
8. The Available Location section indicates the path to the SKU(s) under the Configuration
Summary pane on the left side of the page. Items can be added to the configuration by
leaving 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 the
Configuration Summary pane on the left side of the page. Items cannot be added to the
configuration from this section. Click the link within the indicated path and select the
appropriate product.
10. For more information on available and potential locations, click Whats This? in the
appropriate section.
If there are any error messages associated with a SKU, the error message displays at the top of
the page and the SKU displays under Results: Not available. These SKUs are not selectable.
Figure 31: Option Search Tab
10
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Figure 32: Option Selection Page: Option Search Field
4
3.6.4 Searching Unknown SKUs Individually
following steps:
1. From the Configuration Set page: Items tab, click Select Options below the line item. The Option Selection
page displays (see Figure 33: Option Selection Page on page 34).
2. The product list displays on the left of the page in the Configuration Summary pane.
3. Warning/error messages in a box at the top of the page indicate corrections within the configuration that must
be addressed before the order can be submitted.
Products that require validation have an orange triangle next to them.
4. Some of the options have icons next to them. These icons give additional information about the
corresponding option. Mouse over the icon to view the information.
5. Scroll through the Configuration Summary pane. Using the warning messages at the top of the page as a
guide, click the appropriate link to resolve each item. Click the appropriate option(s). Continue this process
until all issues have been resolved.
6. Alternatively, click the Country Specification drop-down arrow in the Configuration Summary pane and click
the appropriate country. The system will then filter the products based on the country selection, making it
easier and faster to configure products correctly.
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7. Click Done. If issues remain, an error message displays in the Done Messages dialog box. Upon clicking
Done in the Done Messages dialog box, the Items tab displays a confirmation message indicating that the
changes have been saved. To correct the error(s), click Return to configuration.
Figure 33: Option Selection Page
2
3
3.6.5 View Full Summary

Users have the option of viewing a summary page of the configuration with the selected options.
From the Option Selection page, click View Full Summary. The page refreshes to display the Full Configuration
Summary (see Figure 34: View Full Summary Page on page 35).
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Figure 34: View Full Summary Page
3.7 Cisco Feature Navigator Option

The Cisco Feature Navigator helps users find the best software solution for the selected hardware. This is a
helpful function for finding the right product based on software or feature needs.
1. From the Configuration Set page, click Cisco Feature Navigator. A new window displays the Cisco Feature
Navigator page (see Figure 36: Cisco Feature Navigator Page on page 36).
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2. To return to CCW, close the new window. There is no navigation back to CCW from the Cisco Feature
Navigator page.
Figure 35: Configuration Set Page: Cisco Feature Navigator
Figure 36: Cisco Feature Navigator Page
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3.8 Icons on Items Tab

Icons also display on the Items tab in the product line. These icons could include the following:
3.8.1 Memo Icon

The Memo icon (
) displays on the Items tab in Configuration at major line and minor line levels to indicate
promotional announcements, supply shortages, availability of new product models, etc.
If a product added to the configuration has a message associated with it, the Memo icon displays next to the
applicable product line. Mouse over the icon to view the displayed message.
If a minor line has a message associated with it, then the major line displays the ( ) icon, indicating that
components have additional information. Expand the major line item to view which minor line level has the Memo
icon and message associated with it. Mouse over the icon to view the displayed message.
3.8.2 Controlled Part Icon

The Controlled Part icon (
) is visible for products as part of the product description. Mouse over the
Controlled Part icon to display the following explanation: Part is controlled for export and may require export
license.
Users have visibility into the items on the order that are causing an export hold. Export Ops screen the order
against: Denial List/Denied Parties List, Embargoed Countries, and Risk of Diversion.
3.8.3 Approaching End of Sale Icon

Once the End of Sale announcement has been published externally, the Approaching End of Sale icon (
)
displays next to the product name for the impacted major or minor line item. Mouse over of the icon to display the
warning message.
3.8.4 Included Component Icon

The Included Component icon (
) is visible at line level for products that has an included component. This
helps prevent reordering of a component already added to the Items tab for a product.
3.8.5 Value Incentive Program Icons

The Value Incentive Program (VIP) icon (
) is displayed next to the applicable item that is eligible for a VIP.
When hovering over the icon, a message informs of the VIP program corresponding to that item, along with the
duration of the program.
3.8.6 Remanufactured Icon

Remanufactured equipment (also known as Cisco Certified Refurbished Equipment or CCRE), can be added to a
configuration. Hover over the
icon, the equivalent product SKU and price list is displayed. It indicates the
list price of the equivalent original products, or the pricing of the equivalent remanufactured product to compare.
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3.8.7
New Product Hold
The New Product Hold (

) icon is displayed next to products that are not immediately available. The NPH
status is lifted once all orderability testing has been completed successfully. Once NPH has been lifted, it will be
replaced by a standard lead time.
3.8.8 Key Option

1. Some icons may display next to a product.
2. Click the Key drop-down arrow on the Items tab for an explanation of the icons. See Figure 37: Key Option
to see the relationship between the location of the icon on the product line and how it displays under the
Legend.
Figure 37: Key Option
2
3.9 New Product Hold and Estimated Lead Time

The estimated lead time for the major line in collapsed mode displays the longest estimated lead time for any item
under the major line. The system will not give an estimated lead time when a product or any of its minor line
options are in New Product Hold (NPH) status and thus minor lines on NPH are not factored into this calculation.
However, if all the minor line options are on NPH, then the estimated lead time value for the major line displays as
NPH.
3.9.1 Viewing New Product Hold and Estimated Lead Time on the Major Line
1. If an item, major or minor, is on NPH, the system displays a warning message.
2. The system also displays NPH in the Estimated Lead Time column for these items rather than an estimated
lead time (see Figure 38: Estimated Lead Time with New Product Hold on page 39).
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Figure 38: Estimated Lead Time with New Product Hold
3.9.2 Viewing New Product Hold and Estimated Lead Time on the Minor Line
1. To view the estimated lead time for minor line items, click
to expand the major lines (see Figure 39:
Estimated Lead Time: NPH on Minor Line Items on page 40).
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Figure 39: Estimated Lead Time: NPH on Minor Line Items
3.9.3 Total Maximum Estimated Lead Time

1. The total maximum estimated lead time is then calculated by adding up the lead time for each line item and
displayed at the bottom of the page for the entire configuration set (see Figure 40: Total Maximum Estimated
Lead Time on page 41).
2. Lead times for items on NPH will not be included in the total maximum estimated lead time calculation.
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Figure 40: Total Maximum Estimated Lead Time
3.10 Setting Quantities for Products
To change the quantity for any product, click in the appropriate Qty field. Enter the desired quantity and press
Enter. For multiple products, repeat this step for each item. The Line Total and the Configuration Set Total update
with each change.
Note: The Qty field in CCW accommodates up to nine digits, for example, 123456789.
3.11 Adding Services

3.11.1
Adding Services or Subscriptions Overview
Cisco service offerings include:
Advanced services (AS) are part of Ciscos consulting branch and help customers to optimize their network
investments as well as to speed adoption and migration of advanced technologies. There are three types of
Advanced Services: AS Subscription (AS-S), AS Transaction (AS-T), and AS Fixed (AS-F). They are quoted
and ordered much like products because they have their own major line SKUs. AS Subscriptions can only be
transacted in Cisco Service Contract Center (CSCC). AS Transaction must be faxed. AS Fixed can be
transacted in CCW.
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Technical services are more support oriented services and always attached to hardware or software products.
They can either be attached at the point of sale (in CCW) or purchased separately as a service only line and
mapped back to a previously purchased product in CCW or CSCC. Software (SW) subscription renewals can
be done through CCW. However, contract management is transacted in CSCC.
For more information on Cisco services, partners can reference:

http://www.cisco.com/web/partners/services/index.html
For more information on CSCC, see: http://www.cisco.com/web/services/resources/cscc/training/index.html
Service or subscription licenses can be added to the product as part of creating a configuration; the configuration
can then be imported into a quote or into an order. Services can be changed on the quote or order once it is
imported. Also note that the price list for services is determined by the install site country.
Services can be attached to a quote or order after the initial product has been purchased, start the process in the
Quote or Order module (see the CCW Quote User Guide and the CCW Order User Guide).
Services can also be ordered separately as a service-only order (see the CCW Order User Guide).
Users can cascade the same service level and duration to multiple line items on a quote or order at one time
rather than line by line. This functionality applies to technical services only. This option is enabled only when one
or more serviceable items on the quote or order contain a valid configuration. For UCSS and Advanced Services,
see Section 3.11.4, Adding Services to Individual Line Items within a Configuration, on page 45.
A SmartNet service attaches as a default service to all configurations unless the user chooses other options
under Workspace Profile and Preferences (see the CCW Home Page and Portlets General Information User
Guide). This service can be removed and / or other services can be added.
To add services to the configuration, see Section 6.1, Changing or Setting the Default Install Site, on page 68 to
complete the necessary steps prior to attaching services. Once complete, click the Items tab. Continue to either
Section 3.11.3, Cascading Services to Multiple Lines, on page 44 or Section 3.11.4, Adding Services to Individual
Line Items within a Configuration, on page 45.
Standard ranges are as follows:
Subscriptions: 12, 24, 36, or 60 months at point of sale (POS)
Services:
when services are purchased at point of sale: 1236 months
when services are purchased after product shipment 136 months
To request a duration outside the standard ranges indicated above, share the quote with a Cisco Account
Manager (AM) and request a non-standard service duration on the quote. The AM then modifies the duration on
the service line in Salesforce.com (SFDC).
3.11.2
Setting Default Service Options
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Service attach preferences can be managed using the CCW Workspace Profile and Preferences or within the
configuration. Preference settings in the Workspace Profile and Preferences will be applied to all quotes,
configurations, and orders across CCW. If no service preferences are set then services are automatically
attached based on these scenarios:
Services will be attached based on service preferences selected by the user within the configuration itself.
If the selected preferences are not applicable, the system attaches services based on existing service attach
criteria, such as, products being ordered, service program availability, certifications, Bill-to and install site and
others.
Note: Services are not automatically attached to distributor stocking orders.
To set service attach preferences in the Workspace Profile and Preferences, refer to the CCW Home Page and
Portlets General Information User Guide. To set the default service options in the configuration, complete the
following steps:
1. From the Configuration Set page: Items tab, click
41: Service Preferences Section Expanded).
to expand the Service Preferences section (see Figure
Figure 41: Service Preferences Section Expanded
2. Set the default service attach preferences: Click the appropriate radio button to allow Cisco to attach services
automatically or to allow the user to add services manually.
3. Click the appropriate default services choices as indicated in the table below.
Table 2: Default Services Options
Option
4. Service Program
5. Advanced Hardware
Replacement Level
Action
Click the Service Program drop-down arrow and click the appropriate option.
Click the Advanced Hardware Replacement Level drop-down arrow and click
the appropriate option.
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Option
Action
6. Onsite Field Engineer

7. Software Application
Upgrade
Click the Onsite Field Engineer drop-down arrow and click Yes or No.
Click the Software Application Upgrade drop-down arrow and click Updates
and upgrade or Updates Only.
8. Click Save.
9. Collapse the Service Preferences section. These preferences will override any preferences that were set for
the user ID in Workspace Profile and Preferences.
3.11.3
Cascading Services to Multiple Lines
To cascade services to multiple lines in the configuration, complete the following steps:
1. From the Configuration Set page: Items tab, click Apply Service Options to Multiple Items. The Apply
Service Options to Multiple Items page displays (see Figure 42: Apply Service Option to Multiple Items Page
on page 45).
2. If not all of the line items under the Items section should receive the cascaded service options, check the
checkbox for those that should.
Alternatively, check the checkbox in the header of the Items section to select all the line items.
As applicable, click the drop-down arrow(s) for Service Program, Advanced Hardware Replacement Level,
Onsite Field Engineer, Software Application Upgrade, and click the appropriate option(s).
3. Click the Duration field and enter any value between 12 months and 36 months as the service duration. Users
will only be able to enter values within the minimum and maximum range listed below the Duration field. This
minimum and maximum range is determined by the service chosen.
4. Click Apply. A success message displays.
5. Click Done.
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Figure 42: Apply Service Option to Multiple Items Page
3.11.4
Adding Services to Individual Line Items within a Configuration
To add services to individual lines in the configuration, complete the following steps:
1. From the Configuration Set page: Items tab, click Select Services/Subscriptions below the line item. The
Change Services/Subscriptions page displays. A message at the top of the page indicates that changes made
here may affect previous selections.
2. Click Add Services. The Add Services dialog box displays. Only the appropriate services for the
configuration display (see Figure 43: Add Services to Individual Line Items on page 46).
3. Click
to expand the Service category.
4. Click the appropriate service radio button.

5. Click the Duration field, and enter any value between 12 months and 36 months as the service duration.
Users will only be able to enter values within the minimum and maximum range listed below the Duration
field. This minimum and maximum range is determined by the service chosen.
Note: The standard duration for technical services can be any value between the duration range
displayed below the Duration field. The standard durations of UCSS Software Subscription are
12, 24, 36, and 60 months. See the UCSS Configuration / Quote Training for more information
on UCSS Software Subscriptions.
6. Click Update. The service line(s) displays.
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7. Repeat the steps as necessary.
8. Click Ok when finished. The Add Services dialog box closes, and the Change Services/Subscriptions page
displays. The change is briefly highlighted.
9. Click Done when finished. Changes save, and the Configuration Set page displays.
Services can be changed or added to any or all items in the configuration in the same way.
Figure 43: Add Services to Individual Line Items
3.12 Changing Services on Individual Lines
To change services for individual lines in the configuration, complete the following steps:
1. From the Configuration Set page: Items tab, click Change Services/Subscriptions below the item. The
Change Services/Subscriptions page displays. A message at the top of the page indicates that changes made
here may affect previous selections.
2. Click Edit Services. The Edit Services dialog box displays. Only the appropriate services for the configuration
display (see Figure 44: Change Services to Individual Line Items on page 47).
3. Click
to expand the Service category, if applicable.
4. Click the appropriate service radio button.
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6. Click Update. The service line(s) displays.
7. Repeat the steps as necessary.
8. Click Ok when finished. The Edit Services dialog box closes, and the Change Services/Subscriptions page
displays. The change is briefly highlighted.
9. Click Done when finished. Changes save, and the Configuration Set page displays.
Services can be changed or added to any or all items in the configuration in the same way.
Figure 44: Change Services to Individual Line Items
3.13 Copy Individual Line Items

To order multiple units of a product with identical options and services/subscriptions, see Section 3.10, Setting
Quantities for Products, on page 41.
Alternatively, the user can create a second copy of a configured product with a different configuration.
To copy a major line item to order the same product with different options or services/subscriptions, complete the
following steps:
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1. From the Configuration Set page: Items tab, click Copy under the appropriate product. A new line item
displays.
2. Change the options or services/subscriptions as applicable (see Section 3.6, Selecting Options/Resolving
Issues, on page 26 or Section 3.12, Changing Services on Individual Lines, on page 46).
3.14 Remove Individual Line Items
To remove a line item, complete the following steps:

1. From the Configuration Set page: Items tab, check the checkbox in the appropriate line item (see Figure 45:
Check the Checkbox to Enable the Delete Option).
2. Click the trash can icon. The Remove Items dialog box displays (see Figure 46: Remove Items Dialog Box).
3. Click Remove Items. The line item is removed from the configuration set.
Figure 45: Check the Checkbox to Enable the Delete Option
Figure 46: Remove Items Dialog Box
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Creating a UCS Blade-centric Configuration
4.1 Searching for UCS Blade

To search for a UCS blade-centric configuration, complete the following steps:
1. From the Find Products portlet on the CCW Home Page, click Search by Product Family. The Find Products
page displays.
Alternatively, from the Configuration Set page: Items tab, click Find Products. The Find Products page
displays.
2. Ensure the Product description or SKU radio button is selected.

3. Enter N20-Z0001 in the Search field and click Search. The search results for the UCS blade family display.
4. Click
5. Click Add. The Configuration Set page: Items tab displays. The UCS blade-centric configuration displays
under the Items section. The solution is unverified and requires validation. UCS products must be valid before
they can be quoted or ordered. Complete the steps under Section 4.2, Configuring the UCS Blade-Centric
Solution, to begin validating the solution.
4.2 Configuring the UCS Blade-Centric Solution

To configure the UCS blade-centric solution, complete the following steps:
From the Configuration set page, click Select Options in the N20-Z0001 line. The UCS Configuration page
displays (see Figure 47: Step 1: Blade Server Tab on page 50).
There are many differences from other Configuration pages. The N20-Z0001 is the only product at this time that
uses this format in NGC.
Step-numbered tabs direct the user through each step to complete a blade-centric configuration. Users begin
with the blade server and work through the other parts of the solution.
A blade library is available for the user to store blades that will be reused in future configurations. From this
library, the user can send a copy of these blades to other users.
Pictures of the products replace icons and descriptions of the products have been added.
Work through the tabs (as indicated in the document sections below) to complete the configuration of the
N20-Z0001.
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Figure 47: Step 1: Blade Server Tab
4.2.1 Step 1: Blade Server

To configure the blade server, complete the following steps:
1. On the Step 1: Blade Server tab, scroll down the menu on the left to identify the appropriate blade server.
2. Click + Add to choose a blade server. The blade displays under the UCS Blade Server Configurator section.
If the status is unverified, this item must be configured in order to be validated (see step 4).
3. The quantity defaults to 1. To change the quantity, click the Qty field and enter the quantity.
4. Under the Action column on the far right, click Configure. The Configuration Summary pane displays.
Instructions for configuring each item display at the top of the tab.
guide, click the appropriate link to resolve the first item. Click the appropriate option(s). Continue this process
until all error messages have been resolved.
6. Click Finish. The blade is now configured and the status is Valid.
7. Repeat steps 2 through 6 until all the blades have been added and configured.
8. Click Next > to go to the next tab (see Section 4.2.2, Step 2: Chassis, on page 52) or continue to Section
4.2.1.1, Placing a Blade in the Blade Library.
4.2.1.1
Placing a Blade in the Blade Library
The user may save blades for future use by placing them into the blade library. This saves time in the future when
these blades are needed in another configuration.
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To place a blade in the library, complete the following steps:
1. On the Step 1: Blade Server tab, click Add to Library under the Action column on the right. The Add to
Library dialog box displays.
2. Enter a description. This is optional.
3. Click Add to Library. The blade library displays above the configuration items.
Figure 48: Blade Server Configurator: Action
4.2.1.2
Sending a Copy of a Blade
To send a copy of a blade, complete the following steps from the blade library:
1. In the My Library section of the Step 1: Blade Server tab, click Action > Send a Copy. The Send a Copy
dialog box displays. Click the drop-down arrow and click either Email or Cisco.com ID.
2. Click in the corresponding field and enter the appropriate information.
3. Click Add.
4. Click the Message to Recipients field and enter a message. This is optional, but recommended.
5. Click Send to Recipients. A success message displays.
6. Click Close to return to the configuration.
Figure 49: My Library: Send a Copy
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4.2.1.3
Copying a Blade
To copy a blade, click Copy next to the blade line item in the Blade Configurator on the Step 1: Blade Server tab.
A second line item in the Configurator displays the copied blade.
4.2.2 Step 2: Chassis

The Step 2: Chassis tab is the Chassis Configurator (see Figure 50: Step 2: Chassis Configurator).
Instructions for configuring each item display at the top of the tab. Warning/error messages in the box at the top of
the page indicate which items are needed in order to make the configuration set valid.
To configure the chassis, complete the following steps:
1. In the Chassis Preference section on the Step 2: Chassis tab, click each drop-down arrow and click the
appropriate options. The Auto-distribute Blade Servers among chassis checkbox is checked by default.
Figure 50: Step 2: Chassis Configurator Tab
2. Click Apply. The system automatically distributes the pre-configured blades into the chassis. After the first
auto-distribute, the user can manually distribute blades. This over-rides the auto-distribute completed by the
system. See Section 4.2.2.1, Manual Blade Distribution, on page 53.
3. The chassis displays under the UCS Chassis Configurator section. The chassis is not verified. Click Action >
Configure. The Configuration Summary pane displays.
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5. Click Finish. The chassis is now valid and indicates blade distribution per chassis.
4.2.2.1
Manual Blade Distribution
After the first auto-distribute, the user has the option to manually distribute each subsequent time by clicking
Manually Distribute Blades. Choosing this option over-rides the auto-distribute completed by the system. The
user has the option to check the Auto-distribute checkbox to have the system automatically redistribute.
To manually distribute the blades, complete the following steps:
1. In the UCS Chassis Configurator section on the Step 2: Chassis tab, click Manually Distribute Blades. A
new page displays.
2. Click Select next to the chassis to which the blades should be moved. Users can choose only two chassis at
a time.
3. The chosen chassis move(s) to the chassis staging section on the right of the page. The blades display based
on the width of the blade.
4. Drag blades from one chassis to another. Blades may be added to the dock temporarily when moving blades
from or to completely filled chassis. Doing this will increase or decrease the amount of blades in each chassis.
5. The blade dock displays all of the loose blades. Drag blades to the dock or move blades in the dock to the
chassis. Blades may be added to the dock temporarily when moving blades from completely filled chassis.
6. All blades must be removed from the dock into the chassis before the solution can be validated.
7. Click Finish. The Step 2: Chassis tab displays.
To view the blades in the chassis, mouse over View Blade Servers (per chassis). A list opens, displaying the
blade SKUs, quantity, and description. The quantity represents the number of blades in the chassis.
Click Next > to go to the next tab.
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Figure 51: Manually Distribute Blades
4.2.3 Step 3: Fabric Interconnect

To configure the fabric interconnect, complete the following steps:
1. In the Fabric Interconnect Preferences section on the Step 3: Fabric Interconnect tab, click each drop-down
arrow and select the appropriate options.
2. Scroll down the menu on the left side of Step 3: the Fabric Interconnect tab to identify the appropriate fabric
interconnect.
3. Click + Add to choose a fabric interconnect. The fabric interconnect displays under the Fabric Interconnect
Configurator section of the page. The status is unverified, which means that this item must be configured in
order to be validated.
4. Click Action > Configure. The Configuration Summary pane displays.
5. Instructions for configuring each item display at the top of the tab. Warning/error messages in the box at the
top of the page indicate which items are needed in order to make the configuration valid. The panel on the
right scrolls as the user clicks items from the list on the left.
6. Read each warning message and work through the Configuration Summary pane to resolve the indicated
error message for that option one at a time. The system guides the user through making the appropriate
changes.
guide, click the appropriate link to resolve the error message. Click the appropriate option(s). Continue this
process until all error messages have been resolved.
8. Click Finish. The fabric interconnect is now configured.
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9. Click Next > to go to the next tab.
Figure 52: Step 3: Fabric Interconnect Tab
4.2.4 Step 4: Technical Service

On the Step 4: Technical Service tab, the user can choose technical programs to apply to the solution. Mandatory
services are automatically added to the configuration. Mandatory ISV1 services are automatically applied to the
Original Equipment Manufacturer (OEM) software in the configuration, if present.
To add services for the N20-Z0001, complete the following steps:
1. On the Step 4: Service tab, click the Hardware Service Level drop-down arrow and click the appropriate
option.
2. Click the appropriate service.
3. Click the Software Service Level drop-down arrow and select the appropriate option.
5. Click Apply. The updated Service Total price is reflected in blue.
6. Click Next > to go to the Step 5: Summary tab. The summary page for the N20-Z0001 displays. Scroll down
to see the added services.
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Figure 53: Step 4: Technical Service Tab
4.2.5 Step 5: Summary

1. The Summary tab shows each individual component of the configuration (see Figure 56: Step 5: Summary
Tab on page 57).
2. Products are listed, including main products with sub-products. The Included column lists included products
(yes) and those that were added (no).
3. Lead time for each is also given. Services, chosen in the Service tab from the expandable menus, also
display. Total cost and lead time for the entire solution is given.
4. Power consumption for the solution and for each chassis display in the table. Input and BTUs for the
categories Idle, Typical, and Maximum display by chassis and by the total solution.
5. A solution must be valid before it can be saved, emailed, or printed. These three functions are initiated from
this tab in the form of links.
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Figure 54: Step 5: Summary Tab
4.2.5.1
Saving a Summary
To save a summary, complete the following steps (see Figure 54: Step 5: Summary Tab):
1. From the Step 5: Summary tab, click Save Summary As. The Save Summary As dialog box displays.
2. Click the appropriate radio button for file type and click Save. The File Download dialog box displays.
3. Click the appropriate option.
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Figure 55: Save Summary As
4.2.5.2
Emailing a Summary
To email a summary, complete the following steps (see Figure 54: Step 5: Summary Tab):
1. From the Step 5: Summary tab, click Email Summary. Pricing is not included in email summaries. The Email
Summary dialog box displays.
2. Click the appropriate radio button.
3. Click the To field and enter an appropriate email address. Separate multiple email addresses with a comma.
4. Click the Message to Recipients field and enter an appropriate message.
5. Click Send Email. The email is sent to the indicated recipients with the summary included as an attachment
to the mail message. A success message displays.
Figure 56: Email Summary
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4.2.5.3
Printing a Summary
To print a summary, complete the following steps (see Figure 54: Step 5: Summary Tab on page 57):
1. From the Step 5: Summary tab, click Print Summary. The print dialogue box displays.
2. Click the appropriate options and click Print. The summary prints.
Once through with tasks on the Step 5: Summary tab, click Done.
4.3 Changing the Blade Configuration Set Name

To change the name of the blade configuration set, see Section 3.2, Changing the Configuration Set Name, on
page 7.
4.4 Preview Build to Order (BTO) Configuration

Use the preview function to view upfront the BTO-equivalent SKUs and Configure to Order (CTO) SKUs. This will
help understand which BTO-equivalent SKUs are associated with their CTO configuration, thereby streamlining
the discussions with the Distributors.
Download the CTO and BTO configurations onto a single tab with the help of the export functionality.
Figure 57: Items Tab: Preview BTO Config
To preview BTO-equivalent SKUs, follow the given steps:

1. Add a UCS SKU and configure it (see Section 4, Creating a UCS Blade-centric Configuration, on page 49).
Configurations must be valid prior to previewing.
2. When the UCS configuration is finalized, click Done. The Configuration Set page displays the Items tab.
3. Check the appropriate checkbox(es) to indicate the configuration(s) to be previewed.
4. Click Preview BTO Config. The preview screen displays with the following information as default:
Hardware, Software, and Services
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Quantity
Extended List Price
Configuration Set Total
Maximum Estimated Lead Time
Figure 58: Configuration Set Page: Preview Page
5. Click on a row to highlight the equivalent SKU. To return to normal, click X.

Figure 59: Preview Page: Equivalent SKU highlighted
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6. Error messages indicate if items in the distributor SKUs are not compatible or not correct.
7. Non translated products will be shown on both Original configuration set and Disti BTO configuration set sides
under the section Product with No Disti-Equivalent SKU found at the bottom of the page.
Figure 60: Preview Page: Product with no Disti-Equivalent SKU found
8. The output has the same quantities as the minor and major lines in the original configuration. There is no
consolidation or splitting of quantities into multiple lines.
9. Spares are listed as minor lines.
10. The total price for the configuration may change with the newly added SKUs. Line numbering of the products
on the configuration set may also change as one line is expanded into multiple lines.
11. Click the Export drop-down to export the preview page.
12. Select the appropriate format XML or XLS. Save or download the file as required.
13. Click Back to Previous Page to return to the Items tab.
Figure 61: Configuration Set: Export the Preview Page
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Creating a Insieme Bundle Configuration
5.1 Adding and Configuring an Insieme Bundle Configuration

To add an Insieme Bundle or Application Centric Infrastructure (ACI) configuration, complete the following steps:
1. Search for an ACI item (see Section 4.1, Searching for UCS Blade, on page 49).
2. To configure, click Select Options in the ACI items line. The Solution Configuration page displays.
There are many differences from other Configuration pages.
Step-numbered tabs direct the user through each step to complete an Insieme Bundle configuration. Users
begin with the APIC and work through the other parts of the solution.
A blade library is available for the user to store blades that will be reused in future configurations. From this
library, the user can send a copy of these blades to other users.
Descriptions of the products can be reviewed.
Work through the tabs (as indicated in the document sections below) to complete the configuration of the
ACI item.
Figure 62: Step 1: APIC Tab
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5.1.1 Step 1: APIC

To configure the APIC, complete the following steps (see Figure 62: Step 1: APIC Tab on page 62):
1. On the Step 1: APIC tab, scroll down the menu on the left to identify the appropriate option.
2. Click + Add to choose. The APIC displays under the APIC Configurator section. If the status is unverified, this
item must be configured in order to be validated (see step 4).
3. The quantity defaults to 1. To change the quantity, click the Qty field and enter the quantity.
4. Under the Action column on the far right, click Configure. The Configuration Summary pane displays.
Instructions for configuring each item display at the top of the tab.
6. Click Finish. The APIC is now configured and the status is Valid.
5.1.2 Step 2: Leaf

The Step 2: Leaf tab is the Leaf Configurator (see Figure 63: Step 2: Leaf Tab on page 64).
Instructions for configuring each item display at the top of the tab. Warning/error messages in the box at the top of
the page indicate which items are needed in order to make the configuration set valid.
To configure the leaf, complete the following steps:
1. In the Leaf Preference section on the Step 2: Leaf tab, click each drop-down arrow and click the appropriate
options.
2. Click Apply. The system automatically applies the preferences just selected.
3. Click + Add to choose from the left panel. The leaf displays under the Leaf Configurator section and shows as
valid.
4. Click Next.
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Figure 63: Step 2: Leaf Tab
5.1.3
Step 3: Spine
To configure spine, complete the following steps (see Figure 64: Step 3: Spine Tab on page 65):
1. In the Spine Preferences section on the Step 3: Spine tab, click each drop-down arrow and select the
appropriate options.
2. Click Apply. The system automatically adds a configured suitable product.
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Figure 64: Step 3: Spine Tab
5.1.4 Step 4: Technical Service

On the Step 4: Technical Service tab, the user can choose technical programs to apply to the solution. Mandatory
services are automatically added to the configuration.
Figure 65: Step 4: Technical Service Tab
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To add services, complete the following steps:
1. On the Step 4: Technical Services tab, click the Hardware Service Level drop-down arrow and click the
appropriate option.
2. Click the Software Service Level drop-down arrow and select the appropriate option.
4. Click Apply. The updated Service Total price is reflected in blue.
5. Click Next > to go to the Step 5: Summary tab. The summary page displays. Scroll down to see the added
services.
5.1.5 Step 5: Summary

1. The Summary tab shows each individual component of the configuration.
2. A solution must be valid before it can be saved, emailed, or printed. These three functions are initiated from
this tab in the form of links.
Figure 66: Step 5: Summary Tab
To use links for saving, emailing or printing summary from the Summary tab, see Section 4.2.5, Step 5: Summary,
on page 56.
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Populating the Install Site and the End Customer Information
Once the Configuration Set page: Items tab is complete and all products and services have all been added, click
the Install and End User tab. The Install and End User tab displays. Populate the required fields, indicated with a
red asterisk (*). To successfully complete a configuration set, an install site country and an end customer country
must be chosen.
Best Practices:
If the full install site is known, it is best to include it here. See Section 6.1.2, Indicating a Default
Full Install Site, on page 69.
If the full end customer is known, it is best to include it here. See Section 6.4, Adding a Default
Full End Customer, on page 75.
If all of the items on the configuration are going to the same install site and have the same end customer address,
the information only needs to be populated under the Default Addresses section (see Section 6.1, Changing or
Setting the Default Install Site, on page 68, Section 6.3, Setting a Default End Customer Country, on page 75,
and Section 6.4, Adding a Default Full End Customer, on page 75 as applicable).
If different items on the configuration are going to different install sites and/or end customer addresses, the
information will need to be entered at the line level (see Section 6.5, Setting Multiple/Individual Line Addresses,
on page 76).
Figure 67: Install and End User Tab
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6.1 Changing or Setting the Default Install Site

1. Click
to expand the Default Addresses section.
2. In the Apply this address to: select the radio button to apply the install site address to all configurations or to
the newly added configurations only, as appropriate.
Figure 68: Default Addresses Section Expanded
6.1.1 Changing the Default Install Site Country Only
The install site country is populated automatically. Adding the full install site address is not required at this point,
but it is recommended (see Section 6.1.2, Indicating a Default Full Install Site Address, on page 69).
Note: The install site country and the zip/postal code are necessary to receive correct service
pricing.
To change the install site country, complete the following steps:

1. From the Install and End User tab, click the install site Country drop-down arrow (see Figure 68: Default
Addresses Section Expanded).
2. Scroll through the list and click the appropriate country.
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3. Optionally, click the State/Province drop-down arrow and click the appropriate option, click the City field and
enter the appropriate information, and click the Zip/Postal Code field and enter the appropriate information.
6.1.2 Indicating a Default Full Install Site Address

The information entered under the Default Addresses: Install Site section will be used for all the line items in the
configuration. If there are items that should be installed at a different location, complete the steps in Section 6.5,
Setting Multiple/Individual Line Addresses, on page 76 after setting the default addresses.
To indicate a full install site, complete the following steps:
1. From the Install and End User tab, click Add a Full Install Site (see Figure 68: Default Addresses Section
Expanded on page 68). The Address Search dialog box displays (see Figure 69: Address Search Dialog
Box).
2. To choose a favorite address, click the appropriate address radio button and click Use Selected Address.
Alternatively, click English to search the Cisco directory in English. Click Chinese or Japanese to search the
Cisco directory in simplified Chinese or Japanese. If Chinese is selected as the language, the system will
translate addresses entered in Chinese to English and the user will have to confirm or modify the translation.
3. The Address Search dialog box refreshes (see Figure 70: Address Search Dialog Box: Refreshed on page
70) with search fields. The billing country automatically populates in the country search field. Populate the
required fields, indicated with a red asterisk (*).
4. Click Search.
5. Click the appropriate address radio button and click Select or Select And Add as a Favorite or create a new
address (see Section 6.2, Creating an Address, on page 70).
6. If preferred, use the Site ID Search (see Figure 70: Address Search Dialog Box: Refreshed on page 70). If the
Site ID is provided, then other fields on the Address Search dialog box are not required.
7. If the desired address does not display as a result of a search, the option to create a new address displays on
the Address Search dialog box (see Section 6.2, Creating an Address, on page 70).
Figure 69: Address Search Dialog Box
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Figure 70: Address Search Dialog Box: Refreshed
6.2 Creating an Address (Default Install Site Address)
If the desired address does not display as a result of a search, the option to create a new address displays on the
Address Search dialog box (see Figure 71: Select Address Dialog Box: Create Address on page 71).
To create an address, complete the following steps:
1. From the Select Address dialog box, click Create Address. The Create Address dialog box displays (see
Figure 72: Create Address Dialog Box on page 72).
2. Populate the required fields, indicated with a red asterisk (*).
3. If applicable, check the Add to Favorites checkbox.
4. Click Create. The dialog box closes, and the address populates on the Configuration Set page: Install and
End User tab.
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Figure 71: Select Address Dialog Box: Create Address
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Figure 72: Create Address Dialog Box
6.2.1 Changing or Removing the Default Full Install Site Address
Once the full install site is populated, new options display next to the populated Install Site section (see Figure 73:
Install Site Populated on page 73).
1. To change the address, click the pencil icon.
2. To remove the address, click the trash can icon.
3. To copy the address to the end customer, click Copy Address to End Customer.
4. To add an install site contact, see Section 6.2.1.1, Adding a Contact on page 73.
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Figure 73: Install Site Populated
6.2.1.1
Adding a Contact
To add a contact, complete the following steps:

1. Click Contact. The Select Contact dialog box displays (see Figure 74: Select Contact Dialog Box on page
74).
2. Select the appropriate contact using the corresponding radio button
3. Click Use Selected Contact. The dialog box closes.
4. Alternatively, if the desired contact does not display as a result of the search, click Create Contact. The
Create Contact dialog box displays (see Figure 75: Create Contact Dialog Box on page 74).
5. Click each field and enter the appropriate information for the customer. All required information is indicated by
the red asterisk (*). This is not a search function; all fields must be populated completely and accurately.
6. Click Create. The dialog box closes, and the contact populates on the Configuration Set page: Install and End
User tab.
Note:
7. To create a contact titled Attn: Receiving, check the checkbox on the top left of the Create
Contact dialog box (see Figure 75: Create Contact Dialog Box on page 74).
8. The system greys out the contact information fields and no other contact information is
required.
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Figure 74: Select Contact Dialog Box
Figure 75: Create Contact Dialog Box
6.2.2 Changing or Removing the Contact
Once the contact is added, new options display on the Configuration Set page: Install and End User tab (see
Figure 76: Install Site populated with Address and Contact Information on page 75).
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1. To change a contact, click the pencil icon. The Select Contact dialog box displays. See step 2 above.
2. To remove a contact, click the trash can icon.
3. Optional, but recommended, click Save at the bottom of page.
Figure 76: Install Site populated with Address and Contact Information
6.3 Setting a Default End Customer Country
To add an end customer country (required), complete the following steps:

1. From the Install and End User tab, click the end customer Country drop-down arrow.
2. Click the appropriate country.
3. Optionally, click the State/Province drop-down arrow and click the appropriate option, click the City field and
enter the appropriate information, and click the Zip/Postal Code field and enter the appropriate information.
6.4 Adding a Default Full End Customer
To add a full end customer, complete the following steps:

1. From the Install and End User tab, click Add a Full End Customer. The Address Search dialog box displays.
The steps for adding a full end customer are the same as steps 26 for adding the full install site (see Section
6.1.2, Indicating a Default Full Install Site, on page 69).
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2. To copy the address to the install site, click Copy Address to Install Site.
3. Click Save.
6.4.1 Changing or Removing the Default Full End Customer Address
Once the full end customer address is populated, new options display next to the populated End Customer
section
1. To change the address, click the pencil icon.
2. To remove the address, click the trash can icon.
3. To copy the address to the install site, click Copy Address to Install Site.
Figure 77: Changing and Removing Full End Customer Address
6.5 Setting Multiple/Individual Line Addresses
The items in the configuration are listed in the Line Address Information section.
Once the default address information has been entered under the Default Addresses section, the user has the
option of indicating different install site information and/or end customer information for an individual line or
multiple lines within the configuration.
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To change the full install site address and the full end customer address for an individual line item or multiple line
items, complete the following steps:
1. Under the Line Address Information section of the Install and End User tab (see Figure 78: Install and End
User Tab: Line Addresses Information Section), check the appropriate line item checkbox(es). The Change
Install Sites and Change End Customer buttons are enabled.
Figure 78: Install and End User Tab: Line Addresses Information Section
Note: Only check the checkboxes for the line items that should be installed at a site address
that differs from the default install site address.
2. Click Change Install Sites. The Address Search dialog box displays. The step for changing the address is
the same as step 2 under adding the full install site (see Section 6.1.2, Indicating a Default Full Install Site, on
page 69).
3. Click
to expand the item(s) with the new address(es) (see Figure 79: Default Address and Line Address
Information on page 78).
4. Add the end customer country (mandatory) or the full end customer (optional). See Section 6.3, Setting a
Default End Customer Country, on page 75 or Section 6.4, Adding a Default Full End Customer on page 75.
5. Click Save at the bottom of the page.
6. If applicable, return to Section 3.11, Adding Services, on page 41.
7. Alternatively, click on the pencil icon or trash can icon to change or delete the install site or end customer
address information (see Figure 79: Default Address and Line Address Information on page 78). The steps
will remain same as adding a full install site address or end customer (Section 6.1.2, Indicating a Default Full
Install Site, on page 69).
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Figure 79: Default Address and Line Address Information
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Confirming and Editing the Billing Information
Figure 80: Billing Tab
1. Click the Billing tab. Information on this tab defaults from the General Preferences tab in Workspace Profiles
and Preferences.
2. Intended Use and Price list are mandatory fields.
3. Click the drop-down arrows to make changes, if needed.
Note: Changing information on the Configuration Set page: Billing tab may impact pricing,
configuration, and service preferences.
7.1 Changing the Billing Address
1. To change the billing address, click the pencil icon (see Figure 80: Billing Tab). The Change Billing
Information dialog box displays.
2. Click the appropriate address radio button and click Use Selected Address.
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7.2 Adding, Changing, Creating, or Removing a Contact
The steps for adding, changing, creating, or removing a billing contact are the same as adding, changing,
creating, or removing a contact (see Section 6.2.1.1, Adding a Contact, on page 73).
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Reviewing the Configuration Summary
Figure 81: Configuration Set Page: Review Tab
The Configuration Set page: Review tab displays the Configuration summary, which consists of a review of:
1. Items section: Items on the configuration are listed with their lead times, quantities, and sub-totals per line
item. Changes cannot be made on this tab. To change or update line items, go to the Items tab.
2. Install and End User section: The install site address and contact are listed for review. Changes cannot be
made on this tab. To change or update the install information, go to the Install and End User tab.
3. Billing section: The billing address and contact are listed for review. Changes cannot be made on this tab. To
change or update the billing information, go to the Billing tab.
4. End Customer section: The end customer address and contact are listed for review. To change or update the
end customer information, go to the Install and End User tab.
5. Maximum Estimated Lead Time information: The maximum estimated lead time is given in days.
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Common Utility Functions
1. From the Quick Start portlet of the CCW Home Page, click Create > Configuration. The Configuration Set
page displays.
2. Alternatively, open the appropriate configuration from the Configuration portlet on the CCW Home Page. The
Configuration Set page displays.
3. The common utilities bar (buttons for Export, Share, Delete, Print, and Copy) displays on all tabs within the
Configuration Set page. Once a configuration is complete, or at any point along the process, the user can opt
to export, share, delete, print, or copy a specific configuration.
Figure 82: Common Utilities Bar on Configuration Set Page
For each of these common utility options, complete the steps in the following document sections as applicable.
9.1 Exporting a Configuration

Exporting a configuration creates a file to share with partners or keep as reference. TAA-compliance information
will display on an exported PDF, regardless of which option is chosen. EOS information will be included in XLS
exports (CCW Standard Format and CCW Customized format).
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To export a configuration, complete the following steps:
1. From the Configuration Set page, click Export (see Figure 82: Common Utilities Bar on Configuration Set
Page on page 82). The Export Records dialog box displays.
Figure 83: Export Records Dialog Box: PDF
2. Click the File Type drop-down and select PDF, XLS, CSV, TSV, or XML to choose the appropriate format for
the export file. The Export Options dialog box changes depending on which options are selected. See the
appropriate table of options below depending on the indicated export format.
3. Select the appropriate option from the Content options drop-down menu to indicate what content will be
included in the exported file (see Table 3: Export Records: File Type: PDF). Secondary options/actions
display depending on which content is chosen. Complete the applicable actions as indicated in the tables
below.
4. Click Export. Download and save the file as appropriate.
Table 3: Export Records: File Type: PDF
Options
Actions
Full record: Information on all tabs will be exported
Select the appropriate option.
Line Items with list price only: Only the Items tab will be
exported; only list price will be included
Line items no pricing: Only the Items tab will be exported;
pricing information will not be included
Figure 84: Export Records Dialog Box: XLS: CCW Standard Format
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Figure 85: Export Records Dialog Box: XLS: CCW Customized Format
Figure 86: Export Records Dialog Box: XLS: MLC Excel Format V1
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Figure 87: Export Records Dialog Box: XLS: My Customized Format
Table 4: Export File Type Options: XLS

Options
Secondary Options
Actions
CCW Standard Format
Include Pricing
Check the applicable checkbox(es) (see Figure 84:

Export Records Dialog Box: XLS: CCW Standard
Format on page 83).
Include Header Info

Group products and services
CCW Customized Format
Presets
The system can return the content on this dialog box

to either the system defaults or to the new settings
saved the last time this function was used. Click
either System Default or Last Saved (see Figure
85: Export Records Dialog Box: XLS: CCW
Customized Format on page 84).
All Columns / Included

Columns
Click a column header under the All Columns list

and click > Add to include that data in what will be
exported. The item displays under the Included
Columns list.
Click a column header under the Included Columns
list and click < Remove to ensure that data is not
exported. The item displays under the Excluded
Columns list.
Click any item in the Included Column list and click
the up and/or down arrows to indicate where the
data should fall in the export.
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Options
Secondary Options
Actions
Add Blank Column
To add a new blank column to the Export Columns

list, click the Add Blank Column field, enter the text
for a new column header, and click .
Save
Click Save to save these settings for later use.
MLC Excel Format V1
Standard data gets exported
No action required (see Figure 86: Export Records

Dialog Box: XLS: MLC Excel Format V1 on page
84).
My Customized Format
Choose customized format

for exporting data
Select the radio button of the file name of a

previously created and saved format (Figure 87:
Export Records Dialog Box: XLS: My Customized
Format on page 85). The File Download dialog box
displays. Click Open or Save.
This option allows the

user to export the data in
an Excel format that the
user customizes. There
are three ways to
customize the format:
Choose customized
format for exporting
data
Download
Customizable
Template
Upload Customized
Format
To remove an individual item from the list, click the

appropriate radio button and click the trash can icon
for the appropriate line.
To remove all items from this list, click Remove All.
Download Customizable
Template
The user can choose to download either template.

Click Standard Format Template or Group by
Products and Services Template. The File
Download dialog box displays. Click Open or Save.
Upload Customized Format
Click Choose File. Locate the template and click

Open. Click Upload Template.
Mouse over the (

)
icon for more information.
Figure 88: Export Records Dialog Box: CSV and TSV
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Table 5: Export Records Options: CSV
Options
Actions
Select the appropriate option (see

Figure 88: Export Records Dialog
Box: CSV and TSV on page 86).
Line Items with list price only: Only the Items tab will be exported; only
list price will be included
Line items no pricing: Only the Items tab will be exported; pricing
information will not be included
The Customize columns to be

exported option has additional
options.
Customize columns to be exported

See the information for CCW Customized Format in Table 4: Export File
Type Options: XLS on page 85 for the explanation of the secondary
options.
Full Record with B2B specific information
Note: Configuration set must be valid to select B2B option.
Table 6: Export Records Options: TSV
Options
Actions
Full Record: Information on all tabs will be exported

Line Items with list price only: Only the Items tab will be exported; only
list price will be included
Click the appropriate radio button

(see Figure 88: Export Records
Dialog Box: CSV and TSV on page
86).
Line Items no pricing: Only the Items tab will be exported; pricing
information will not be included
The Customize columns to be

exported option has additional
options.
Customize columns to be exported

See the information for CCW Customized Format in Table 4: Export File
Type Options: XLS on page 85 for the explanation of the secondary
options.
Figure 89: Export Records Dialog Box: XML
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Table 7: Export Format Options: XML
Options
Actions
Select the appropriate option (see

Figure 89: Export Records Dialog
Box: XML on page 87).

5. Click Export. A File Download dialog box displays.
6. Click Save or Open.
9.2 Sharing a Configuration

The Share function allows the owner of a configuration to give edit and access privileges of the same
configuration to recipients in the owners company or with Cisco. Share functionality gives the recipient of the
configuration the same access and edit privileges as those of the configuration creator (any changes made by the
originator or the recipient will be seen by all); however, the recipient does not become the owner and can only
share the configuration with persons on the original owners list.
There are three ways to share a configuration. A configuration can be shared individually using the Share utility
(see Section 9.2.1, Sharing a Single Configuration) or Access Key (see Section 9.2.2, Sharing with an Access
Key, on page 89) or. Or the user can set up a default share team for all configurations created (see Section 9.2.3,
Sharing a Configuration via Default Share Team, on page 91).
9.2.1 Sharing a Single Configuration

An external user can share configurations with a Cisco internal user and vice versa.
To share a configuration, complete the following steps:

1. From the Configuration Set page, click Share (see Figure 82: Common Utilities Bar on Configuration Set
Page on page 82). The Share this Configuration Set dialog box displays.
2. Add a new contact to the Contact List. Click
under the Share Recipients section. Fill in the contacts first
name, last name, and email address. Click Add. If the new contact does not have access to the configuration,
an error message displays at the top of the page.
3. Search and click Add under Sharing Recipients section to choose from the existing contact list. Alternatively,
click
for the appropriate contact to add as a recipient.
4. To remove a recipient, click the trash can icon next to the appropriate contact.
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Figure 90: Share this Configuration Set Dialog Box
5. Click the Message to Recipients field and enter a message. This is optional, but recommended.
6. Click Save. A success message displays.
7. Click Close.
9.2.2 Sharing with an Access Key

Each configuration has a corresponding, unique access key, which can be deliberately shared with any
individuals or groups. The recipients of this access key have read/write access to the configuration. They can also
share this access key others for a similar read/write access. The Access Key is automatically generated each
time a configuration is created.
The Access Key and Configuration ID can be copied and pasted into any document or email.
Figure 91: Share this Configuration Set: Access Key
9.2.2.1
Accessing a Configuration via an Access Key
To access the configuration with an access key, complete the following steps:
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1. From the Configurations portlet on the CCW Home Page, click Access Shared Configuration. The Access
Shared Configuration dialog box displays.
2. Click the Access Key field and enter the access key from the email notification.
3. Click the Configuration ID field and enter the appropriate configuration ID.
4. Click Continue. The shared configuration opens.
9.2.2.2
Revoking Access
To revoke access to a configuration, complete the following steps:

1. From the Configuration Set page, click Share. The Share dialog box displays.
2. To remove a recipient, click the trash can icon next to the appropriate contact.
3. Click Save.
4. Click Ok.
To revoke access with the access key, complete the following steps:
5. Click Renew next to the Access key in the Share this Configuration Set dialog box.
6. Click Save.
7. Click Close.
The recipients only have to use the Access Key once to access the shared configuration. Once accessed, it is
added to their list in the applicable portlet. Access cannot be revoked for users who have already accessed the
configuration prior to revoking it. Recipients who did not use original key will not be able to access the
configuration unless it is shared with the Configuration ID and new Access Key. This prevents the recipients to
futher share the configuration.
Best Practice: Always make a copy of the configuration prior to sharing since recipients can
make changes to any record that is shared with them.
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9.2.3 Sharing a Configuration via Default Share Team

The default share team is a list of team members who will automatically receive sharing access to configurations.
To set up the default share team for configurations, complete the following steps:
1. Under the Quick Links portlet on the CCW Home Page, click Workspace Profile and Preferences. The
Workspace Profile and Preferences page displays.
2. Click the Preferences tab and then select Sharing sub-tab.
3. Under the Default Share Team section, click Add New Member. The Add New Member dialog box displays.
4. Click the drop-down arrow to indicate the search criteria.
5. Click First Name, Last Name, Email, or Cisco.com ID.
6. Enter the appropriate information and click Search. The search results display below.
7. Scroll through the search results.
8. Check the appropriate contact checkbox and click Add. The contact displays under Selected Partners.
9. When all contacts have been added, click Update. The Add New Member dialog box closes and the
Workspace Profile and Preference page displays.
10. Once members are added to the default share team, check the Configurations checkbox next to each
appropriate team member.
11. To stop sharing, uncheck the checkbox(es) in each appropriate contact line.
12. To remove members from the default share team, check the appropriate contact name checkbox
corresponding and click the trash can icon. The contact is removed from the default share team.
13. Once the team settings are complete, click Save.
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Figure 92: Workspace Profile and Preferences: Default Share Team
10
12
9.3 Deleting a Configuration

Deleting a configuration permanently removes the record and all related data. Be advised that once deleted, it
cannot be retrieved.
To delete a configuration, complete the following steps:

1. From the Configuration Set page, click Delete (see Figure 82: Common Utilities Bar on Configuration Set
Page on page 82). The Delete dialog box displays.
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Figure 93: Delete Dialog Box
2. To delete, click Delete.

Alternatively, to cancel and return to the Configuration Set page, click Cancel.
9.4 Printing a Configuration

Printing a configuration creates a hard copy to share with another user or to keep as reference. TAA-compliance
information will display on a printed PDF, regardless of which option is chosen.
To print the configuration, complete the following steps:

1. From the Configuration Set page, click Print (see Figure 82: Common Utilities Bar on Configuration Set Page
on page 82). The Print dialog box displays.
Figure 94: Print Dialog Box
2. Choose the content to be printed by selecting the appropriate option.
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Table 8: Printing Content Options
Page Section
Options
Explanations
Content options
Full record
Information on all tabs will be exported
Line Items with list price only
Only the Items tab will be exported; only list price will be
included
Line items no pricing
Only the Items tab will be exported; pricing information

will not be included
3. Click Print. The file opens and the printer dialogue box displays.
4. Click the appropriate options and click Print.
9.5 Copying a Configuration

The Copy utility creates an identical configuration, but with a different configuration ID, which can save time when
configuring products for quotes and orders.
The Copy utility also allows the originator to copy a configuration and send it to another user (see Section 9.6,
Advance Copy for a Configuration, on page 95). The recipient becomes the new owner of the new version of the
configuration. The recipient can share, copy, and modify their version of the duplicate configuration; however, the
recipient does not have edit and access privileges to the originators original configuration.
Any change to the copied configuration will not be reflected on the original configuration.
To copy a configuration, complete the following steps:

1. From the Configuration Set page, click Copy (see Figure 82: Common Utilities Bar on Configuration Set Page
on page 82). The Copy Configuration dialog box displays (see Figure 95: Copy Configuration Dialog Box, on
page 95).
2. Enter a name for the NEW configuration in the Configuration Name field. Make sure that the name is
memorable and meaningful.
3. Click Copy Configuration. A message displays that a copy has been made.
4. Click Return to Original Configuration or View Copied Configuration.
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Figure 95: Copy Configuration Dialog Box
9.6 Advance Copy for a Configuration
To copy a configuration and send it to another user, complete the following steps:
1. From the Configuration Set page, click Copy. The Copy Configuration dialog box displays (see Figure 95:
Copy Configuration Dialog Box).
2. Enter a name for the NEW configuration in the Configuration Name field. Make sure that the name is
memorable and meaningful.
3. Check the Give the copied Configuration to another user checkbox.
4. Click Copy Configuration. The Send Configuration Copy dialog box displays (see Figure 96: Send
Configuration Copy Dialog Box on page 96).
5. Add a new contact to the Recipients List. Click
under the Copy Recipients section, the dialog box
expands. Fill in the contacts first name, last name, and email address and click Add. If the new contact does
not have access to the configuration, an error message displays at the top of the page.
6. Search and click Add under Copying Recipients section to choose from the existing contact list. Alternatively,
click
for the appropriate contact to add as a recipient.
7. Click the Message to New Recipients field and enter a message. This is optional, but recommended.
8. Click Save. A success message displays.
9. Click Close.
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Figure 96: Send Configuration Copy Dialog Box
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10 Partner-initiated Customer Access

For end customers who do not have full access to CCW, Cisco offers Partner Initiated Customer Access (PICA) to
partners. PICA allows partners to grant limited access to CCW to end customers.
10.1 PICA Quick Start Portlet

PICA users are only able to access the following from the CCW Quick Start portlet:
10. Create Configuration: see Section 3, Creating and Building a Configuration, on page 4 (not all functionality is
available to PICA users; see the applicable sections).
11. View Configurations: see Section 11, View All Configurations, on page 98.
Figure 97: PICA Quick Start Portlet
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11 View All Configurations

From the Quick Start portlet, click View All > Configurations. The Configurations page displays.
Figure 98: Configurations Page
1
2
There are three sections to the Configurations page:

1. Click Create Configuration. The Configuration Set page displays. See Section 3, Creating and Building a
Configuration, on page 4.
2. Search for a Configuration using the Workspace Search portlet. See the CCW Home Page and Portlets
General Information User Guide.
3. The Configurations portlet displays on the Configurations page and functions as indicated in the CCW Home
Page and Portlets General Information User Guide.
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Conventions Used in this Document ............................................................................................. 1

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

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

Creating and Building a Configuration .......................................................................................... 4

Creating a Configuration/Configuring a Major Line Bundle .......................................................... 4

Changing the Configuration Set Name ............................................................................................ 7

Finding Products to Add to the Configuration ............................................................................... 8

Adding Products to Configuration ................................................................................................. 20

Importing a Configuration ............................................................................................................... 21

Selecting Options/Resolving Issues .............................................................................................. 26

Cisco Feature Navigator Option ..................................................................................................... 35

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

New Product Hold and Estimated Lead Time ............................................................................... 38

Setting Quantities for Products...................................................................................................... 41

Adding Services ............................................................................................................................... 41

Changing Services on Individual Lines ......................................................................................... 46

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

Remove Individual Line Items ........................................................................................................ 48

Creating a UCS Blade-centric Configuration ...............................................................................49

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

Configuring the UCS Blade-Centric Solution ............................................................................... 49

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

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

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

Adding and Configuring an Insieme Bundle Configuration ........................................................ 62

Changing or Setting the Default Install Site .................................................................................. 68

Creating an Address (Default Install Site Address) ..................................................................... 70

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

Adding a Default Full End Customer ............................................................................................. 75

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

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

Changing the Billing Address ........................................................................................................ 79

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

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

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

Exporting a Configuration .............................................................................................................. 82

Sharing a Configuration .................................................................................................................. 88

Deleting a Configuration ................................................................................................................. 92

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Printing a Configuration .................................................................................................................. 93

Copying a Configuration ................................................................................................................. 94

Advance Copy for a Configuration ................................................................................................ 95

Partner-initiated Customer Access ...............................................................................................97

PICA Quick Start Portlet .................................................................................................................. 97

View All Configurations ..................................................................................................................98

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Conventions Used in this Document

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CCW Configuration Module Overview

2.1 The Big Picture

When the user creates a configuration in CCW:

The saved configuration never expires.

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Creating and Building a Configuration

3.1 Creating a Configuration/Configuring a Major Line Bundle

3.1.1 Creating a Configuration from the Quick Start Portlet

Quick Start Portlet

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Configuration Set Page

Table 1: Navigating the Configuration Set Page

To return to the CCW Home Page, click Commerce Workspace