Customer Success - Guided resource

Cisco Catalyst SD-WAN: Getting started guide

This guide walks you through the core steps required to get your network up and running, from initial onboarding to operational best practices.

  • Networking
  • Catalyst SD-WAN
  • Guide

Planning and foundational services

Set up Cisco Smart Account / Virtual Account and configure Organization Name in PnP Connect

Set up and link your Cisco Smart Account / Virtual Account with the Cisco Plug and Play (PnP) Connect portal, configure the authoritative Organization Name, and associate controller profiles (SD-WAN Validator).

Content summarized by AI

To help you get started with your task, content across Cisco recommended sources has been summarized by AI

Information:  Summary is generated by AI and may not be validated by a subject matter expert.  Before using results, verify accuracy and completeness via the sources links below.

Summarized on September 30, 2026

The Cisco Plug and Play (PnP) portal is used to on-board Cisco SD-WAN products by linking Smart Accounts and Virtual Accounts to controller profiles [1]. After creating a Smart Account, customers can create Virtual Accounts that reflect their organizational departments, then associate licenses and devices with those departments. The Virtual Account should contain the device serial numbers that were added on the PnP portal, and once an overlay is created, the Controller Profile tab on the PnP portal shows the mapping of device serial numbers to their respective controllers [2].

For on-premises deployments, the customer or sales engineer must enter the SD-WAN Validator profile information into the PnP portal so that controller information can be passed to the PnP service [1]. The key steps to set up the SD-WAN Validator profile in PnP are:

  1. On the Controller Profiles tab, click Add Profile.
  2. Enter the controller type as SD-WAN Validator and click Next.
  3. Enter the Organization Name (as used in SD-WAN Manager) and the domain name or IP address of the SD-WAN Validator, then click Next.
  4. Review the displayed SD-WAN Validator information and click Submit, then Done.

Once the SD-WAN Validator profile is created, devices must be manually associated to it, and PnP will automatically push the SD-WAN Validator information, organization name, network ID, and associated serial numbers to PnP [1].

There are important rules governing edits to the SD-WAN Validator profile. The organization name cannot be edited if there are devices already associated to a SD-WAN Validator in PnP, and the network ID cannot be edited when devices are present in a Virtual Account. Only edits to the active controller profile will be reflected in the PnP provisioning tool.

Sources

  1. SD-WAN Plug and Play Support Guide
  2. Cisco Catalyst SD-WAN Portal Configuration Guide - Access the Cisco Catalyst SD-WAN Portal [Cisco SD-WAN]
Copy
Helpful
Unhelpful