CISCO Control Hub Provisioning Wizard User Guide

Contents hide

1 Control Hub Provisioning Wizard

2 Specifications:

3 Product Information:

3.1 Organization Finder:

3.2 Service Setup:

4 Product Usage Instructions:

4.1 Step-by-step Guide:

5 FAQ:

5.1 Q: What should I do if I encounter an error during the provisioning process?

5.2 Documents / Resources

5.2.1 References

Control Hub Provisioning Wizard

“

Specifications:

Product Name: Webex Control Hub (WCH) Provisioning Wizard
Date: July 2022

Product Information:

The Webex Control Hub Provisioning Wizard is a tool designed to
streamline the process of provisioning services and licenses for
organizations. It consists of two main parts: Organization Finder
and Service Setup.

Organization Finder:

The Organization Finder helps identify the right person and
organization to complete the provisioning process. It allows users
to quickly search for existing organizations, review their
activity, and select the most suitable one.

Service Setup:

Service Setup collects essential provisioning parameters to spin
up services and provision licenses. It simplifies the setup process
by requiring minimal information to get the ordered services up and
running efficiently.

Product Usage Instructions:

Step-by-step Guide:

Receive the Provisioning email.

Get started with the Organization Finder:
1. Finding the right person who can complete the order.
2. Finding the right Control Hub organization for both partner and
  customer.
3. Navigate to the services setup once steps 1 and 2 are
  complete.

Review before proceeding:
- If unsure about the org selected, go back and search for the
  right one.
- Understanding the rights associated with provisioning an order
  to an existing org.
Move on to Service Setup:
1. Review the details of the subscription and licenses
  included.
2. Setting up calling:
  - Provide HQ location of the customer.
  - SIP address is pre-populated based on company name.
3. Setting up meeting:
  - Enter Webex meetings URL.
  - Select ‘Control Hub’ for managing users.

FAQ:

Q: What should I do if I encounter an error during the
provisioning process?

A: If you encounter an error, try refreshing the page and
re-entering the required information. If the issue persists,
contact customer support for assistance.

“`

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Webex Control Hub (WCH) : Provisioning Wizard
July 2022

Contents
© 2022 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

· Highlights of the new experience · Step-by-step: Organization finder · Step-by-step: Service setup · Resources
2

Terminology: Two Parts

Organization Finder Identifies the right person + org to complete provisioning
© 2022 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Service Setup Collect essential provisioning parameters to spin up services + provision licenses
3

Highlights of the New Experience

User-centric Prompt
Preview the order content This link will give a sneak-peak of subscription overview (first page of service setup)
Removing “I am a partner ” By asking about the intent of the order, there is no need to understand `partner’ or `customer’ terminology
© 2022 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

For internal use NFR subscriptions for partner orgs can be accommodated through this option
5

Identify the right Organizations
Iterate quickly Have a few addresses that could belong to the customer? Quickly see if they have an existing org through a global domain-based search
Active vs stale orgs This field captures the most recent activity across users in the org
© 2022 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Step through the pages Skip to any previous screens by clicking on the header. Your inputs won’t be lost when you return
Org recommendation Sometimes, an org will stand out above the rest as a potential match. That org will be marked as `suggested’. (more details in following slides)
6

Review before proceeding
Review the orgs If you feel unsure about the org, you can go back and search for the right one.
© 2022 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Know your rights Provisioning an order to an existing org will mean that the partner will have the `provisioning admin’ role.
7

Step-by-step: Organization Finder

Receive the Provisioning email

· On the customer’s requested start date, receive this email.
· The email is sent to the `provisioning contact’ when placing the order.
· If you haven’t received this email, check the spam folder. Otherwise, contact Cisco ordering support team/XaaS helpdesk team.

Get started with the Organization finder
· This portion of the first-time setup experience is meant to assist with:
1. Finding the right person who can complete the order
2. Finding the right Control Hub organization for both partner and customer
3. Navigate to the services setup once steps 1 and 2 are complete

Who’s the Order for?
· It’s important to first identify who the order is for. Here’s how you can select the right option:
· If you are a partner that ordered Webex for a customer, then select `This order is for a customer’
· If you are a partner that ordered Webex for your own company, select “This order is for my company”*
· If you are a customer that ordered Webex (e.g., from a partner), select `This order is for my company”

Option 1: This order is for a customer
· If you are not the right person to provision this order, you can provide your colleague’s email. They will then receive the same provisioning email.
· If you used a mailer alias as the provisioning contact, it’s best to provide a real user email at this time. Provide the user’s email in `colleague’s email address’ field.
· If you want the customer to provision this order, you can do so by selecting `my customer will provision this order’. But you will not gain access to their Control Hub once provisioning is complete.

Option 1: This order is for a customer
· This option will involve the following: · Identify the Partner org · Identify the Customer org · Verify and submit (and continue to service setup)

Option 2: This Order is for my Company
· If you are not the right person to provision this order, you can provide your colleague’s email. They will then receive the same provisioning email.
· If you used a mailer alias as the provisioning contact, it’s best to provide a real user email at this time. Provide the user’s email in `colleague’s email address’ field.

Option 2: This Order is for my Company
· This option will involve the following: · Identify my Organization · Verify and submit (and continue to service setup)

Identifying the right Organization
· Whether you are looking up a partner org or a customer org for this order, organization finder uses the email of the contact to identify potential matches.
· There are 3 potential results from any org search: 1. Email exists in a Control Hub org, or that domain
(e.g., @acme.com) is claimed by one org (see right) 2. Email does not exist, but the domain matches that of users in existing orgs 3. No matches. Create a new org

Identifying the right Organization Result 1
· When the email exists in an organization or the domain has been claimed (such that users must only exist in that one org), then this screen (see right) will appear.
· In this scenario, the option to create a new org is not available.
· Review the details of the org and proceed.

Identifying the right Organization Result 2
· When the user doesn’t exist yet in Control Hub, but their domain (e.g., @acme.com) matches that of other users in Control Hub, then those orgs will appear (see right).
· Review the details of each org, but take particular notice of the org that you already manage and/or is suggested to you.
· In this scenario, the option to create a new org is available, in case none of these orgs are appear to be the desired org.

Review and submit “this order is for my customer”
· This screen shows the order being mapped to this partner and customer org. The partner now gains access to manage this customer org.
· The ‘provisioning administrator’ text shows when the partner is mapping the order to an existing customer org. The partner can provision the order as usual, but to further manage the customer (e.g., license users), the customer will need to elevate their privileges in Control Hub. (help doc)
· If you already manage this customer or you are creating this customer org, then this page will mention `full administrator’, and not `provisioning administrator’.

Review and submit “this order is for me”
· This screen shows the order being mapped to this organization (without a partner mapped to the order). Review the details and proceed to service setup.

Moving on to service setup
· If you are a partner provisioning for a customer, you have the option to delegate service setup to the customer by clicking on `My customer will set up their own services’.
· Order Number: 149853-2584-4389 Subscription ID: 2985-3496-349346

Step-by-step: Service setup

Review the details of the Subscription
Review the details of all the licenses included in the subscription. If you are modifying an existing subscription or converting a trial, you will see the net-changes, such as:
· License quantity changes
· New services
· Canceled services
· Converted trial licenses
· Order ID: 91f35252-cf84-43c4-b9cc-b928ee7e86e5 Subscription ID: b9cc-b928ee7e86e5

Setting up calling, meetings
Service setup requires only the minimal information to get the ordered services up and running. In some cases, service setup may not ask for information that’s already been provided for this customer.
Calling HQ location, SIP if setup for the customer org, setup wizard will not ask for this information.
Meeting meetings URL may still be required for this subscription.

Setting up calling
The only information required at this time is the HQ location of the customer. The address is autocompleted and validated as you enter it in.
SIP address is pre-populated based on company name. Review the details and proceed.

Setting up meeting
In most cases, you will need just one Webex meetings URL. For `manage users via’, it is highly recommended that you select `Control Hub’ (Site Admin is being obsoleted).
By proceeding with one meetings URL, all of the meetings services (e.g., meetings, webinar) will be enabled on this URL. (https://partnername.webex.com/meet/user)

Setting up meeting with multiple URLs
In certain scenarios, you may want a URL to get early release to features and/or perform sandbox testing. If you do, you will need to distribute licenses across URLs.

Review before submitting
Review your input information before clicking `submit’. Clicking on `submit’ is final, so please review the details before proceeding. You can always return to the prior setup steps to edit information.
If you are a partner provisioning for a customer, you will have the option to notify the customer via email as you complete service setup.

Continue to Control Hub
You can download a PDF of the details of this order for future reference. Click on `close’ to continue to Control Hub.

Resources

· Help Documentation

Documents / Resources

CISCO Control Hub Provisioning Wizard [pdf] User Guide
Control Hub Provisioning Wizard, Hub Provisioning Wizard, Provisioning Wizard, Wizard

References

User Manual