CISCO SMART ACCOUNT

SETUP GUIDE

Version 1
February 2017
Confidentiality and Proprietary Statement
This information is SaskTel’s property and it is strictly confidential. Without SaskTel’s prior
written permission, this information must not be copied, disclosed or distributed in whole or in
part. By receiving this information, the receiving party is bound by these conditions.

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TABLE OF CONTENTS
1.0 Overview ......................................................................................................................... 4
2.0 Roles ............................................................................................................................... 4
3.0 Create a Smart Account .................................................................................................. 5
3.1 Step 1: Create a Cisco.com (CCO) user ID .................................................................. 5
3.2 Step 2: Create customer Smart Account ...................................................................... 5
3.3 Step 3: Complete Smart Account setup ....................................................................... 7
4.0 Support...........................................................................................................................10

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1.0 OVERVIEW
A Cisco Smart Account is a customer centralized account that provides full visibility and access
control to receive, activate, and manage Cisco Smart Licenses.
A Smart Account enables you to view and control access to Cisco software licenses and
entitlement across the organization as well as perform tasks such as license file downloads or
license re-hosting in a tool called Cisco Smart Software Manager (CSSM).
Smart Accounts can also be used to view all your Product Activation Keys (PAKs) associated to
a Smart Account in License Registration Portal (LRP) instead of at the individual Cisco user ID.
This guide demonstrates how to create a Smart Account.

2.0 ROLES
To help control access future, users can be assigned the following roles:
Account Approver

 Can only approve Smart Account legal agreements on behalf of the Account Owner.
Includes no user or administrator privileges.
Smart Account Administrator

 Manages all aspects of the Smart Account and its Virtual Accounts. The Smart Account
Administrator can view and manage license inventory for the entire Smart Account, and
also perform account management activities.
Smart Account User

 Similar to a Smart Account Admin, this role allows access to all Virtual Accounts. A
Smart Account User can perform licensing activities, but cannot create new Virtual
Accounts or perform user management activities.
Virtual Account Administrator

 Similar to the Smart Account Administrator, but limited to selected Virtual Accounts. Can
perform license management activities and also user management activities for selected
virtual accounts.
Virtual Account User

 Similar to a Smart Account User, but is limited to the Virtual Account the User is
assigned to. They can perform license management activities, but cannot add new users
to their assigned Virtual Account.
NOTE: The Smart Account creation cannot be done by anyone other than an individual that is
part of your company and whom is legally authorized to enter into an agreement on behalf of
your company.

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3.0 CREATE A SMART ACCOUNT
Follow the below steps to create a Smart Account.

3.1 Step 1: Create a Cisco.com (CCO) user ID

A CCO ID is used to log in to Cisco Software Central (CSC) to create the Smart Account.
1. Go to cisco.com and click Register in the top right corner.

2. Enter your personal and company details, accept the terms and conditions, and click
Submit.
3. A confirmation page opens once the details are submitted. You will receive an activation
email.
4. Click the link in the email to activate or validate your Cisco.com profile. Once your
account has been created, you will receive a confirmation email.

3.2 Step 2: Create customer Smart Account

1. Log in to Cisco Software Central (CSC).
2. Under Administration tab, click Create Smart Account to request a Smart Account

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3. On the Smart Account request page, under Create Account select Yes or No to assign
yourself or someone else to be the account creator and represent the company.
NOTE: Creator has the authority to represent the company and create the account. The
creator can also be the requester.
4. Under Account Information, click Edit to update the Doman Identified of the Account
(optional—requires additional approval time).
5. In the Edit Account Identifier dialog box, review and update domain identifier information
and click OK.
6. Enter Account Name (Company Name) and click Continue to complete the Smart
Account request.

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7. Review the account information and click Create Account. The creator of the account will
receive an email with instructions.

3.3 Step 3: Complete Smart Account setup

The creator will receive an email from Cisco to complete the Smart Account setup.
1. Click Complete Smart Account Setup to continue with the Smart Account creation.
2. You need a CCO ID. If you don’t have one, click register for a new account.

3. The creator will accept the role or decline and/or nominate another person. In this
example, the creator accepted the role.

4. Click Continue
5. Enter the Account name in the Account Name field. Edit domain if needed.
6. Click Continue.

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NOTE: The account name should reference the company name, to mirror the domain of the
account owner’s company. E.g., if the Domain is Cisco.com, the account name should be
Cisco.

7. Select the corporate headquarters legal country location for the Smart Account.
8. Enter the name of the company. Search results will populate. You can also click Show
more results.

9. Select address and click Continue.

If you cannot find the address:
1. Click Can’t find the address? Enter the company/organization headquarters
address instead.

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 2. Enter address.
3. Click Continue.
4. Click Use Modified Address.

10. Add approvers or designate yourself as the approver. The approver should have the
authority to bind the company in any agreements pertaining to the Smart Account.
11. Add Account Administrators.
12. Click Continue.

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 13. Review the account information and click Create Account to complete the account
setup.

14. On the confirmation page, click Cisco Software Central to view and manage your smart
account.

4.0 SUPPORT
For general registration help, visit http://www.cisco.com/web/help/reg/general_reg.html
For software licensing issues or questions, contact Cisco at:

 Email: [email protected] (include your CCOID in the email)

 Phone: 1-800-553-2447
Software licensing support hours are Monday to Friday, 8 a.m. to 5 p.m. (PT).

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