Provisioning Workflow for Smart Licensing
Before you begin
-
Configure CSSM as described in Initial One Time Setup in CSSM for Smart Licensing
-
Configure Satellite as described in Initial One Time Setup in CSSM on-prem for Smart Licensing
Procedure
Step 1 | |
Step 2 | |
Step 3 | |
Step 4 |
Note |
HCM-F periodically syncs with CSSM and Satellite. |
What to do next
Verify the Status column for the job status in the HCM-F interface. Navigate to ( ) and see the Smart Account in the Job Entity column. If a job fails, hover over the information icon and the Job Details window pops up. Check the status information and recommended action.
Create a Smart Account
Procedure
Step 1 |
Skip this section if you already have a Smart Account. Otherwise, you can continue to the next step. |
Step 2 |
Log in to software.cisco.com using your Cisco.com ID (CCO ID). |
Step 3 |
Select Request a Smart Account under the Administration section. |
Step 4 |
Follow the steps to create a Smart Account for your organization. |
Configure Smart Account Access
Procedure
Step 1 |
From the side menu, select . |
||||||||||
Step 2 |
Click Add New. |
||||||||||
Step 3 |
Complete the fields in the Configure Smart Account Access page.
|
||||||||||
Step 4 |
Complete the fields in the Configure Smart Account Access page. |
||||||||||
Step 5 |
Enable the Operational Licenses to autoregister the clusters to the specified virtual account. For more information about Operational Licenses and Auto Registration of clusters, see Auto-registration of Clusters Using Direct or Proxy Mode |
||||||||||
Step 6 |
Click Save.
|
Set Transport Mode
HCM-F and UC application clusters support the following transport modes for license consumption and reporting:
-
Proxy
-
Direct
Procedure
Step 1 |
From the side menu, select . |
||||
Step 2 |
Select the mode from the Transport Mode drop-down list.
|
View Smart Account Summary
Procedure
Step 1 |
From the side menu, select . |
||||||||||||||||||||
Step 2 |
The Smart Account Summary page shows the following information on smart accounts:
|
||||||||||||||||||||
Step 3 |
Click Add New to configure a new smart account. Click the Smart Account Name to edit the existing Smart Account. |
Create Virtual Account
Procedure
Step 1 |
Login to software.cisco.com using your Cisco.com ID (CCO ID). |
Step 2 |
SelectManage Smart Account under Administration section |
Step 3 |
Select the Virtual Accounts tab and then select New Virtual Account.... |
Step 4 |
Create two Virtual Accounts and name them as:
|
Step 5 |
Ensure to add the following two users in Cisco HCS Operations Team as Virtual Account User. alicchan@cisco.com trgilman@cisco.com |
Virtual Account Summary
Virtual Account Summary window displays the list of Virtual accounts. Once a virtual account is selected, you can do the following:
-
Admin can change the license mode for any virtual account.
-
If no mode was present earlier, then the license mode could be set.
-
If no cluster is assigned to the VA, then you can change the mode of the VA.
-
If a cluster is assigned to the VA, then you cannot change the mode of the VA (It requires the clusters to be unassigned from the VA before changing the VA license mode). In this scenario, the license mode is noneditable. Hover over the tooltip for the VA to get the information. If the cluster is assigned to the VA, the tooltip states that the mode cannot be changed as clusters are associated with the VA. Once the clusters are unassigned, you can edit the license mode of VA.
The license mode is not applicable for the virtual account in CSSM. License mode is applicable only on HCM-F. It enables to identify the mode it should set the UC application.
Procedure
Step 1 |
From the side menu, select . |
||||||||||||
Step 2 |
The Virtual Accounts page shows the list of virtual accounts, and the following information on virtual accounts:
|
Assign and Unassign a Cluster to Virtual Account
If auto registration is enabled then the partner does not need to manually register or unregister unless they need to register clusters to different license repositories, such as, one smart account and one satellite server or two or more satellite servers.
Procedure
Step 1 |
From the side menu, select . |
||
Step 2 |
From the Virtual Accounts page, click a virtual account name. |
||
Step 3 |
From the Edit Virtual Account page, select the license mode from the License Mode dropdown. |
||
Step 4 |
Click Assign in the Clusters Assigned to Virtual Account section.
|
||
Step 5 |
From the Assign Cluster to Virtual Account page, select the cluster by checking the check box.
|
||
Step 6 |
Click Assign.
|
View the Cluster Summary page to ensure that all the clusters are registered, and if it fails to register then refer to the recommended action.
Configuring Operational Licenses
You can use operational license to generate reports in HCM-F for the amount-of-licenses that are ordered by the partner and the amount-of-licenses that are consumed. If you opt for operational license, then you have to create an operational virtual account in CSSM where Cisco stores all the licenses that the partner consumes. An ordered virtual account is also created where the licenses ordered by the partners from CCW are stored and are not used by the UC applications. Operational license can be opted by both Flex and perpetual license user. If you have opted for operational license, the licenses are stored in the operational virtual account in CSSM.
You can autoregister the clusters if you opt for operational licenses.
Note |
If the clusters are registered in satellite, then HCM-F syncs with CSSM using proxy and gets the details of the satellite operational licenses. |
Before you begin
-
You must have a Smart Account, Local Account, and Virtual Account in CSSM and Satellite.
-
The operational licenses are stored in operational virtual account (va-hcs-operational).
-
Set up operational licenses for the clusters.
If the clusters are migrated to version 12.5 and later, the Flex Usage Report displays additional values for true forwarding, licenses consumed, and compliance check.
Procedure
Step 1 |
Fill this smart sheet http://cs.co/HCSPartnerRequestForm to get access to the Operational Licenses. |
Step 2 |
Once you receive a confirmation, create the following virtual accounts in CSSM.
|
Task Flow of Operational License Without Satellite Account
Procedure
Step 1 |
User orders licenses from CCW. |
Step 2 |
For all users ordered licenses, a virtual account is created in CSSM: va-hcs-ordered. |
Step 3 |
Fill this smart sheet http://cs.co/HCSPartnerRequestForm to get access to the Operational Licenses. For more information on the prerequisites, see Configuring Operational Licenses. |
Step 4 |
Create an operational virtual account in CSSM, where Cisco deposits all the operational licenses that are to be consumed: va-hcs-operations. Once you have opted for operational license, autoregistration of clusters is possible while you configure a smart account. |
Step 5 |
HCM-F queries ordered virtual account for licenses that are deposited per Subscription ID. HCM-F is preconfigured to map Customer to Subscription ID. |
Step 6 |
HCM-F queries Cisco Unified Communications applications for the license consumption report. |
Task Flow of Operational License With Satellite Account
Procedure
Step 1 |
User orders licenses from CCW. |
Step 2 |
For all users ordered licenses, a virtual account is created in CSSM: va-hcs-ordered. |
Step 3 |
Fill this smart sheet http://cs.co/HCSPartnerRequestForm to get access to the Operational Licenses. For more information on the prerequisites, see Configuring Operational Licenses. |
Step 4 |
Create an operational virtual account in CSSM, where Cisco deposits all the operational licenses that are to be consumed: va-hcs-operations. User has to move the licenses from operations VA in CSSM to satellite VAs. Autoregistration feature supports only one Satellite account. For using more than one Satellite, user can use the Satellite on board functionality that is provided by HCM-F. |
Step 5 |
HCM-F queries ordered virtual account for licenses that are deposited per Subscription ID. HCM-F is preconfigured to map Customer to Subscription ID. |
Step 6 |
HCM-F queries Cisco Unified Communications applications for license consumption report. |
View Cluster Summary
Procedure
Step 1 |
From the side menu, select .
|
||||||||||||||||||||
Step 2 |
Hover over the information icon for a cluster in the Job Status column to see the job details of the cluster.
|
||||||||||||||||||||
Step 3 |
To modify a cluster, select a cluster from the list, and modify the details in the Cluster Summary page. For more information about the field details in the Cluster Summary page, see Add Cluster section in Cisco Hosted Collaboration Mediation Fulfillment Install and Configure Guide.
|
Edit Virtual Account
Procedure
Step 1 |
From the side menu, select Infrastructure Manager > Smart Licensing > Virtual Account Summary |
||||||||||||||
Step 2 |
Select the virtual account to make changes, the Edit Virtual account window displays.
|
||||||||||||||
Step 3 |
Clusters Assigned- Displays the details of all clusters that are associated with the virtual account. Select unassign, to unassign a cluster for the account. Click Assign, to add a new cluster to the account. |
Auto-registration of Clusters Using Direct or Proxy Mode
Note |
If you enable autoregistration, HCM-F changes the license modes of the UC Applications to HCS mode. Hence, the publisher node of the clusters which are in enterprise mode reboots and the license mode is changed to HCS mode. |
You can assign the clusters to the virtual account manually, however, from HCS 12.5 SU1 release you can auto-assign the clusters to the operational virtual account. This procedure enables you to autoregister the clusters to the operational virtual account using the proxy or direct mode.
Note |
Autoregistration of clusters is possible for only one Smart Account. If Operational Licenses are enabled for a smart account, and you try to configure a new smart account or satellite account, the Operational Licenses check-box is disabled. If you have not opted for Operational Licenses, you cannot autoregister the clusters to the operational virtual account. |
Note |
Configure the proxy settings at customer or cluster level before enabling auto-registration for Proxy mode. For more information, see Add Cluster in Cisco Hosted Collaboration Mediation Fulfillment Install and Configure Guide. |
Procedure
Step 1 |
Navigate to Add New to configure the smart accounts. . Click |
||||||||||
Step 2 |
Select Opted Operational Licenses to register the clusters to the following virtual accounts:
Autoregistration of the clusters is possible if any of the following conditions are met:
Following are the cluster assignment to virtual account scenarious:
|
||||||||||
Step 3 |
Select Enable Auto Registration of applications (disable if you are using Satellite) option to autoregister the clusters to the operational virtual account in CSSM, while using the Direct and Proxy as the Transport Mode. De-select the autoregistration option, if you want to autoregister the clusters using the Satellite as the Transport Mode. Autoregistration is automatically triggered when:
|
Autoregistration of Clusters Using Satellite Mode
Before you begin
Enabling autoregistration through satellite mode is allowed only if the Operational License is enabled while configuring the smart account as part of either the Proxy or Direct mode.
Procedure
Step 1 |
Navigate to Add New to configure the smart accounts. . Click |
||
Step 2 |
Select Satellite as the Transport Mode.
|
||
Step 3 |
Select Enable Auto Registration to register the clusters to the operational virtual account. When you configure a smart account using Satellite as the Transport Mode, the Enable Auto Registration option is enabled. You can provide an operational virtual account name, and the clusters are auto-assigned to the virtual account in the satellite server. |
HCM-F 12.5 Upgrade Guidelines
Procedure
Step 1 |
Complete the seps in Initial One Time Setup in CSSM for Smart Licensing topic. |
||||
Step 2 |
Upgrade HCM-F to 12.5(x). For more information about upgrading HCM-F, see Upgrade HCM-F in Cisco Hosted Collaboration Mediation Fulfillment Install and Configure Guide. Set the Transport Mode in HCM-F, navigate to . |
||||
Step 3 |
Provision Smart Account in HCM-F. Configure the Smart Account or Satellite local account, navigate to . For details, see Cisco Hosted Collaboration Solution Smart Licensing Guide.Configure the Smart Account, navigate to Add New, to configure smart accounts. . ClickFor more information, see Configure Smart Account Access.
|
||||
Step 4 |
Upgrade the UC applications.
|
||||
Step 5 |
Register the UC applications to Virtual Account.
|
||||
Step 6 |
To check that the product instances are populated correctly and licenses are consumed, log in to Cisco Software Central. |
Subscription Mapper
HCM-F pulls all the Subscription IDs from CSSM. You can select the customer for each Subscription ID from the Subscription Mapper page. When the Flex Usage report is generated, HCM-F uses this mapping to corelate the order and usage information and calculates the Compliance and True Forwarding.
Subscription Mapper page enables you to map the Subscription IDs to a particular customer and select the license model. You can do the following:-
HCM-F identifies the license ordered details per customer and performs the true forwarding calculation and compliance check. For more information about true forwarding calculation, and compliance check, see Request or Download Flex Usage Report.
-
You can sort by the End date to identify which all subscriptions are about to expire.
-
To update your order, you can click the subscription number and connect to CCW with the Subscription ID.
Before you begin
-
Smart Account, virtual account, and satellite account should be configured in HCM-F.
-
HCM-F retrieves Subscription IDs from all the virtual account in CSSM and satellite.
Procedure
Step 1 |
From the side menu, select . |
||||||||||||||||
Step 2 |
The Subscription Mapper page shows the following information:
|
-
If the license model is already mapped, then the same is displayed in the Subscription Mapper page.
-
If subscription ID is already added, then it is auto-populated.
-
Existing configurations are retained.
-
Multiple subscription IDs can be mapped to a single customer.
-
One subscription ID must be mapped to a single customer.
-
All perpetual licenses are automatically mapped to the provider.
Note |
Perpetual licenses might not have Subscription ID. |