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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
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
© 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 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.
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 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)
IBM Configurator EDU
© 2009 IBM Corporation32
Quoting Services..
➢ Requesting a Services Proposal Wizard➢ 'Solution Summary Report' (For Information Purposes Only)
IBM Configurator EDU
© 2009 IBM Corporation33
Quoting Services..
➢ Requesting a Services Proposal Wizard➢ 3 emails returned to email ID you entered
➢ 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.
IBM Configurator EDU
© 2009 IBM Corporation34
Quoting Services..
➢ Requesting a Services Proposal Wizard➢ 'Budget & Planning for IBM Services Report' (spreadsheet file)
IBM Configurator EDU
© 2009 IBM Corporation35
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
IBM Configurator EDU
© 2009 IBM Corporation36
Ordering Services
➢ Ordering
IBM Configurator EDU
© 2009 IBM Corporation37
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
IBM Configurator EDU
© 2009 IBM Corporation38
Where Can I Find Resources About e-config?
➢ Good Question➢ Simple Answer: IBM Configurator Community LINK
IBM Configurator EDU
© 2009 IBM Corporation39
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
IBM Configurator EDU
© 2009 IBM Corporation40
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
IBM Configurator EDU
© 2009 IBM Corporation41
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
IBM Configurator EDU
(Visited Wizards List)
© 2009 IBM Corporation42
Tips, FAQs, & Recommendations..
IBM Configurator EDU
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!
© 2009 IBM Corporation43
IBM Configurator
(e-config) DEMO
IBM Configurator EDU
© 2009 IBM Corporation44
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
IBM Configurator EDU
© 2009 IBM Corporation45
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.
IBM Configurator EDU