IBM Configurator Education Module 2 · PDF file IBM Configurator EDU 24 August 2016 IBM Configurator Education Module 2 Services Jay Obey e-config Education Module 2 Services August

IBM Configurator EDU

24 August 2016

IBM Configurator Education Module 2 Services Jay 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

IBM Configurator EDU

© 2009 IBM Corporation3

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

IBM Configurator EDU

© 2009 IBM Corporation4

Getting Familiar with IBM Services ➢ Start Here to Learn More

➢ The IBM Configurator Community LINK

IBM Configurator EDU

➢ Important things to know ➢ There are many types of IBM Service Offerings ➢ Not all Offerings are Supported in e-config

https://ibm.biz/Bd4dSg

© 2009 IBM Corporation5

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.)

IBM Configurator EDU

Tools Menu

© 2009 IBM Corporation6

➢ 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

IBM Configurator EDU

Finding Services in e-config

Global Settings Configuration Wizard

© 2009 IBM Corporation7

➢ 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..

IBM Configurator EDU

Finding Services in e-config..

© 2009 IBM Corporation8

Configuring Services

➢ Configuration

IBM Configurator EDU

© 2009 IBM Corporation9

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

IBM Configurator EDU

2 IMPORTANT THINGS TO KNOW:

1. Services are not configurable on their own

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

© 2009 IBM Corporation10

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

IBM Configurator EDU

Configuring Services..

© 2009 IBM Corporation11

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

IBM Configurator EDU

Services

Selections

Configuring Services..

© 2009 IBM Corporation12

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

IBM Configurator EDU

Configuring Services..

Important

TIP

© 2009 IBM Corporation13

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

IBM Configurator EDU

1. Prepay

2. Quarterly

3. Annual ● 1,2,3,4,5 Years

Configuring Services..

© 2009 IBM Corporation14

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

IBM Configurator EDU

Configuring Services..

© 2009 IBM Corporation15

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

IBM Configurator EDU

Configuring Services..

3 Tabs

1.Implementation

2.Integrated Supt

3.ServicePacs

© 2009 IBM Corporation16

➢ Select 'LAB Services' if available from the Catalog 1. Select Tab

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

IBM Configurator EDU

Configuring Services..

Product Catalog

© 2009 IBM Corporation17

Quoting Services

➢ Quoting

IBM Configurator EDU

© 2009 IBM Corporation18

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..

IBM Configurator EDU

© 2009 IBM Corporation19

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..

IBM Configurator EDU

© 2009 IBM Corporation20

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation21

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation22

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation23

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

IBM Configurator EDU

© 2009 IBM Corporation24

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation25

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation26

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)

IBM Configurator EDU

© 2009 IBM Corporation27

Quoting Services..

➢ Requesting a Services Proposal Wizard ➢ Enter Information → 'Author Identification' ➢ Enter the email ID to RECEIVE THE QUOTE, Click Next

IBM Configurator EDU

© 2009 IBM Corporation28

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation29

Quoting Services..

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

IBM Configurator EDU

© 2009 IBM Corporation30

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 AM From: [email protected] To: me

The processing of ECONFIG request johndoe completed. Proposal AW8PBK created successfully. Proposal ID: AW8PBK Customer number: TTPP8PBK Customer name: Business Type: ECONFIG File name: johndoe

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

IBM Configurator EDU

© 2009 IBM Corporation31

Quoting Services..

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

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

897_AW8PBK_20160822_SOLUTION SUMMARY Mon, Aug 22 9:47 AM From: [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)

IBM Configurator EDU

© 2009 IBM Corporation32

Quoting Services..

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