IBM Configurator Education Module 2 · IBM Configurator EDU 24 August 2016 IBM Configurator...

IBM Configurator EDU

24 August 2016

IBM Configurator EducationModule 2ServicesJay Obey

e-config Education Module 2 Services August 2016.pdf

© 2009 IBM Corporation2

Introduction

➢ Intended Audience:

➢ Skill Level: Intermediate User

➢ User's already knowledgeable about configuration of hardware and software product offerings

➢ User's of the IBM Configurator for e-business (e-config) who would like to learn more about how services are supported:

➢ Configured

➢ Quoted

➢ Ordered



Agenda

➢ Getting Familiar with IBM Services

➢ Finding Services in e-config

➢ Configuring

➢ Quoting

➢ Ordering

➢ Where to Find Resources to Assist You

➢ Tips, FAQs, & Recommendations

➢ e-config DEMO



Getting Familiar with IBM Services

➢ Start Here to Learn More➢ The IBM Configurator Community LINK


➢ Important things to know➢ There are many types of IBM Service Offerings

➢ Not all Offerings are Supported in e-config

https://ibm.biz/Bd4dSg


Getting Familiar with IBM Services cont..

➢ IBM Global Technology Services on IBM PartnerWorld®➢ Learn About Offerings

➢ Learn About Tools (Contracts, e-config, ISAT, Maintenance, etc.)


Tools Menu


➢ Services found in 2 primary locations

1. Global Settings (apply to entire configuration)

2. From within product configuration 'wizards'

➢ Allows you to 'override' or change settings resulting from global settings


Finding Services in e-config

Global Settings Configuration Wizard


➢ 3 Offering Types

1. IBM Technology Services & Support

2. IBM ServicePacs

3. IBM Lab Services

➢ Let's start with configuration and look at each one..


Finding Services in e-config..


Configuring Services

➢ Configuration



Configuring Services..

➢ Basic Steps to Configure Services

1. Start with your 'Global Settings' selections

2. Next, make your selections in 'Product Wizards'

3. Review the 'Proposed Report'➢ Ensure you have made all selections you need to➢ Make any changes you require


2 IMPORTANT THINGS TO KNOW:

1. Services are not configurable on their own

2. Service offerings and process can vary by geography and country


➢ Tab 1: Start With Global Settings 'Main Selections'➢ 3 Tabs have selections related to services




➢ Tab 2: Global Settings 'Software Default Options'➢ AIX/Linux and IBM i Default Options are Similar


Services

Selections



➢ Tab 3: Global Settings 'Services'➢ Make sure to select 'Edit' Button (see next page)



Important

TIP


➢ Tab 3 + Edit: Total Configuration Services Options➢ Contract Type, Billing Frequency and Term, HW Maintenance


1. Prepay

2. Quarterly

3. Annual

● 1,2,3,4,5 Years



➢ Total Configuration Services Options➢ Also accessible from visited wizards list




➢ Select Services in applicable 'Product Wizards'➢ Example: Power Server Wizard



3 Tabs

1.Implementation

2.Integrated Supt

3.ServicePacs


➢ Select 'LAB Services' if available from the Catalog

1. Select Tab

2. Select 'Available Products' in the wizard and 'Configure'



Product Catalog


Quoting Services

➢ Quoting



Quoting Services

➢ 2 Kinds of Pricing

1. List or 'Reference' Prices➢ e-config 'Proposed' Report➢ e-config 'Request a Services Proposal' Function

2. Customer Quote Prices➢ Using IBM Services Tools (ISAT/CHIS)

➢ Let's review both..



Quoting Services..

➢ Where to Find Services on the Proposed Report

1. Hardware Section

➢ e.g. 'Hardware Maintenance'

2. Software Section

➢ Software Support (Maintenance)

➢ e.g. 'SWMA'

3. Services Section

➢ 69xx Service Product Offerings

➢ e.g. 'Account Advocate for Linux on Power'

➢ NOTE: These offerings are NOT ORDERABLE Entities

➢ Let's take a further look..



Quoting Services..

1. Proposed Report 'Hardware Section'➢ List / Reference Prices



Quoting Services..

2. Proposed Report 'Software Section'➢ List / Reference Prices



Quoting Services..

3. Proposed Report 'Services Section'➢ No List / Reference Prices → Enables ISAT Quote Request



Quoting Services..

➢ Requesting a Services Proposal➢ e-config interface to Services System (ISAT)

➢ Request will return multiple emails with reference quote

➢ Reminder messages on 'Proposed' tab and 'Messages' tab



Quoting Services..

➢ Multiple Messages on Messages Tab➢ Ensure your review them!



Quoting Services..

➢ Requesting a Services Proposal – The ISAT Interface➢ Right Click on CFR file in Configuration List



Quoting Services..

➢ Requesting a Services Proposal Wizard

1. Enter Information

2. Click 'Send'

3. Optional – Export ICA file (if you wish to email to someone)



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ Enter Information → 'Author Identification'

➢ Enter the email ID to RECEIVE THE QUOTE, Click Next



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ Enter Information → 'Proposal Data'

➢ Click Next



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ Enter Information (Optional) → 'Customer Data'

➢ Click 'Done'



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ 3 emails returned to email ID you entered

➢ email 1: 'Confirmation of Proposal Request' from mtssalesportal ID(Example)

IBM Maintenance Sales Portal - Proposal AW8PBK from file johndoe created successfully.Mon, Aug 22 9:46 AMFrom: [email protected] To: me

The processing of ECONFIG request johndoe completed.Proposal AW8PBK created successfully.Proposal ID: AW8PBKCustomer number: TTPP8PBKCustomer name: Business Type: ECONFIGFile name: johndoe

This notification was sent from a service machine. Please do not reply to this notification.



Quoting Services..


➢ email 2: 'Solution Summary Report' from isat_services_proposal ID(Example) (HTM file type attachment)

897_AW8PBK_20160822_SOLUTION SUMMARYMon, Aug 22 9:47 AMFrom: [email protected] To: me

This email was created by the IBM ServicesAssistant Print Server. Please do NOT reply to this ID.

If there are problems with the content, please contact the help desk.In case of problems, you may be asked to forward this note with the attachment to the help desk.

Thank You.

(See attached file: 897_AW8PBK_20160822104700152.HTM)



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ 'Solution Summary Report' (For Information Purposes Only)



Quoting Services..


➢ email 3: 'Budget & Planning for IBM Services Report' from chis_print ID(Example)

➢ A Spreadsheet file type attachment

Print for 897_AW8PBK_2016-08-22 26235104845375.xlsMon, Aug 22 9:48 AMFrom: [email protected] To: me

Please find attached the xls output file.



Quoting Services..

➢ Requesting a Services Proposal Wizard➢ 'Budget & Planning for IBM Services Report' (spreadsheet file)



Quoting Services..

➢ Getting a Final Customer Quote➢ Use IBM Services Applications to Obtain

➢ ISAT/CHIS

➢ Must use directly (no e-config interface)

➢ Recommendation

➢ Use your IBM Services specialist to provide the quote



Ordering Services

➢ Ordering



Ordering Services

➢ Where?➢ The simple answer is it depends on the type of Service

➢ Some IBM Services are orderable as a machine type model with feature codes

➢ Can be ordered similar to hardware and software

➢ e.g. IBM Software Maintenance 'SWMA'

➢ Some IBM Services must be ordered using IBM Services applications like CHIS/ISAT

➢ e.g. Services Represented in e-config by 69xx Product Offerings

➢ These orders are placed entirely outside of e-config

➢ Custom service contracts e.g. consulting services or education classes



Where Can I Find Resources About e-config?

➢ Good Question➢ Simple Answer: IBM Configurator Community LINK




Where Can I Find Resources About IBM Services?

➢ Visit these websites for more information

1. IBM Global Technology Services on IBM PartnerWorld®➢ LINK

2. IBM Global Technology Services on IBM.com

➢ LINK


https://ibm.biz/BdrFC8

https://ibm.biz/BdFHSF


3 Important Things to Know

1. Where do I find information about the configurator?Answer: Your GO TO place for all things IBM Configurator is theIBM Configurator Community on IBM.com LINK

2. How do I get help when I have a problem?Answer: The IBM Help Desk. Visit the 'Help & Support' page in the IBM Configurator Community for information on who to contact in your country and how LINK

3. Where can I find education on the configurator?Answer: The 'Education' page in the IBM Configurator Community on IBM.com LINK



https://ibm.biz/Bd4TEm

https://ibm.biz/Bd4dnH


Tips, FAQs, & Recommendations

1. Configuration TIP:

1. DON'T FORGET to use the 'Software/Service Mass Update'

2. Very useful if you have multiple products to update


(Visited Wizards List)


Tips, FAQs, & Recommendations..


2. Check out the 'e-config' and 'FAQs' Forums in the IBM Configurator Community for answers to your questions and for useful tips LINK ➢ If you are a community member, you can also ask a question

3. Get to know the person that processes services quotes and places services orders using the IBM services applications if you are not that person!

https://ibm.biz/Bd4dnr


IBM Configurator

(e-config) DEMO



Thank you for your time today.

For more information:

Facebook @ http://www.facebook.com/IBMConfigurators

Twitter @IBMConfigurator

On Youtube – The IBM Configurator Channel LINK

On IBM Connections – The IBM Configurator Community LINK

#IBMConfigurator


http://www.facebook.com/IBMConfigurators

https://ibm.biz/BdHARK



Trademarks and notes

IBM Corporation 2016

IBM, the IBM logo and ibm.com are registered trademarks, and other company, product or service names may be trademarks or service marks of International Business Machines Corporation in the United States, other countries, or both. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml

Adobe, the Adobe logo, PostScript, the PostScript logo, Cell Broadband Engine, Intel, the Intel logo, Intel Inside, the Intel Inside logo, Intel Centrino, the Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, IT Infrastructure Library, ITIL, Java and all Java-based trademarks, Linux, Microsoft, Windows, Windows NT, the Windows logo, and UNIX are trademarks or service marks of others as described under “Special attributions” at: http://www.ibm.com/legal/copytrade.shtml#section-special

Other company, product and service names may be trademarks or service marks of others.

References in this publication to IBM products or services do not imply that IBM intends to make them available in all countries in which IBM operates.


http://www.ibm.com/legal/copytrade.shtml





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