Ordering Guide
Cisco Umbrella
Ordering Guide
December 2016
© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.
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Contents
1. Introduction .......................................................................................................................................................... 3
2. Understanding the Products ............................................................................................................................... 3
3. Understanding the Licensing Model .................................................................................................................. 6
4. Understanding Services and Support ................................................................................................................ 8
5. Understanding the Quoting and Ordering Process .......................................................................................... 9
6. Subscription Changes and Renewals .............................................................................................................. 15
7. Partner and Distributor Ordering Guidelines .................................................................................................. 18
© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.
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1. Introduction
The ordering guide is designed to help Cisco sales teams, partners, and distributors order Cisco® Umbrella
subscriptions. This guide will help you:
●
Understand the Cisco Umbrella product and support offerings
●
Understand the specific Cisco Global Price List (GPL) offers
●
Help customers purchase the correct quantities and types of SKUs to reduce the risk of order rejection
●
Provide information about the end-to-end Quote-to-Fulfillment process in Cisco Commerce for this offer
Audience
This guide is intended for Cisco sales teams, partners, and distributors qualified to sell Cisco Umbrella products
and services on the Cisco Global Price List.
Scope
This ordering guide provides information about pricing, packaging, and ordering for Cisco Umbrella on the Cisco
Global Price List.
2. Understanding the Products
Product Overview
Cisco Umbrella comprises two products: Umbrella, a cloud security platform, and Investigate, a threat intelligence
offering.
Cisco Umbrella
Cisco Umbrella is a cloud security platform that provides the first line of defense against threats on the Internet
wherever users go. By learning from Internet activity patterns, Umbrella automatically uncovers current and
emerging threats. And because it’s built into the foundation of the Internet and delivered from the cloud, Umbrella is
simple to deploy while delivering powerful, effective protection.
Additional details: umbrella.cisco.com
System requirements: docs.umbrella.com
Cisco Umbrella Investigate
Cisco Umbrella Investigate provides threat intelligence about domains, IPs, and malware across the Internet. Using
a live graph of DNS requests and other contextual data, Investigate gives a complete view of the relationships and
evolution of Internet domains, IPs, and malware — helping to pinpoint attackers’ infrastructures and predict future
threats. Investigate gives you access to the threat intelligence behind Umbrella’s security enforcement.
Additional details: cs.co/investigate
System requirements: docs.umbrella.com
Product Packaging: Cisco Umbrella
Cisco Umbrella is offered in packages that allow the customer to choose the right features for their security needs
(Table 1). Three core packages provide the first line of defense against threats on the Internet across all locations,
devices, and users, wherever users go.
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Table 1.
Core Packages
Product Name
Description
Cisco Umbrella Professional
The Professional package offers a cloud security platform that provides protection against
malware, phishing, and C2 callbacks when users are on and off the corporate network, in
addition to web filtering and basic reporting.
Cisco Umbrella Insights
The Insights package offers everything from Professional, plus Active Directory integration,
user-based policies, the ability to retain logs forever, and more reporting options.
Cisco Umbrella Platform
The Platform package offers everything from Insights, plus prebuilt and custom API integrations.
Users can also access the Investigate threat intelligence console for deeper context during
investigations.
In addition to the core packages (Professional, Insights, and Platform), there are also entry-level packages that are
designed to be attached to sales of other Cisco products. These integration-specific packages offer a subset of the
functionality available in the core packages. They are designed to be an easy way for customers to integrate and
begin using Cisco Umbrella along with other Cisco products. Customers who purchase the integration-specific
packages can also upgrade to other core packages in the future.
Integration-Specific Package: Umbrella Roaming
Product Name
Description
Cisco Umbrella Roaming
The Roaming package is a cloud-delivered security service that provides protection when employees are off the
VPN. Customers can use the built-in Cisco AnyConnect® integration or deploy a standalone client. This package is
designed to be attached to the Cisco next-generation firewall, Cisco ASA with FirePOWER™ Services, Cisco
Adaptive Security Appliance, or AnyConnect® client.
Cisco Umbrella Roaming can be deployed easily by enabling the Umbrella module on AnyConnect clients v4.3 or
later, on Windows and Mac OS X. Customers without AnyConnect can deploy the Umbrella roaming client, which
is a lightweight client that forwards DNS requests to our global network. Cisco Umbrella Roaming includes both
deployment options, but does not include AnyConnect itself.
Note:
Customers who purchase Umbrella Professional, Insights, or Platform packages can also leverage the
integration with AnyConnect.
Additional details and system requirements are available at: http://www.cisco.com/go/umbrella-roaming
Integration-Specific Package: Umbrella Branch
Product Name
Description
Cisco Umbrella Branch
The Branch package is a cloud-delivered security service for the Cisco 4000 Series Integrated Services Routers
(ISR), which provide protection for guests and corporate users who are accessing the Internet at branch offices.
Cisco Umbrella Branch provides visibility and enforcement at the DNS layer to prevent access to inappropriate
content, manage access to increase productivity, and block requests to malicious domains and IPs before a
connection is ever made.
Cisco Umbrella Branch is simple to provision and manage. No additional software is required. The ISR connector
manages internal and external DNS requests so that protection can be provided for external Internet access
without disrupting any internal network services. Simply configure the Cisco Umbrella Branch connector on the ISR
for content filtering and protection against malware, phishing, and command-and-control callbacks wherever your
users go.
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Cisco Umbrella Branch can be deployed easily by enabling the Umbrella connector on the 4000 Series ISR
(Release 16.3 or later) and purchasing the ISR Security license.
Note:
Customers who purchase Umbrella Professional, Insights, or Platform packages can also leverage the
integration with the ISR.
Additional details and system requirements are available at: http://www.cisco.com/go/umbrella-branch
Add-On Packages
Add-ons are available to extend the functionality of Cisco Umbrella:
Product Name
Description
Cisco Umbrella Multi-Org Console
The Multi-Org Console add-on simplifies administration for decentralized organizations by allowing
customers to manage configurations and reporting across separate organizations in one centralized
console.
The Umbrella Multi-Org Console can only be added on to Umbrella Insights or Platform packages.
Product Packaging: Cisco Umbrella Investigate
Cisco Umbrella Investigate is offered in both a Console and an API package (Table 2). Investigate can be sold
along with Umbrella, or sold standalone.
Table 2.
Product Packaging
Product Name
Description
Cisco Umbrella Investigate Console
The Investigate web-based console provides real-time access to our intelligence on domains, IPs,
networks, and malware, and the ability to easily pivot into data during investigations.
Cisco Umbrella Investigate API
Customers use the Investigate API to bring contextual data into their security information and event
management (SIEM), threat intelligence platform, or incident workflow to more quickly surface highimpact security incidents. The API package includes access to the Investigate Console.
Product Packaging: Support
Cisco Umbrella Support is available for all Cisco Umbrella products (Table 3). Basic Support is offered at no
additional cost. Additional support options are available for purchase.
Table 3.
Support Packages
Product Name
Description
Cisco Umbrella Basic Support
Email support + online tools
Cisco Umbrella Gold Support
Basic Support + 24x7 P1 and 24x5 P2/P3 phone support
Cisco Umbrella Platinum Support
Gold Support + dedicated technical account manager (TAM)
Availability on GPL
Cisco Umbrella on the Global Price List is available in all countries except for China, Cuba, Georgia, Iran, North
Korea, Russia, Sudan, Syria, Ukraine, and UAE.
Some OpenDNS packages are not yet available on the Cisco Global Price List. Please contact the Cloud Security
(OpenDNS) sales team directly should you need assistance with those packages.
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3. Understanding the Licensing Model
Subscriptions Overview
Cisco Umbrella is licensed on a subscription basis. Each end customer has only one subscription, though each
subscription may comprise multiple products (Umbrella, Investigate, etc.) Subscriptions are available for standard
term lengths of 12- or 36-months. Following the completion of the term, the subscription will be automatically
renewed for an additional 12-month term unless the renewal is canceled. Subscriptions can be changed midterm or
manually renewed using the “change subscription” flow outlined in section 6.
Cisco Umbrella Licensing
Cisco Umbrella is licensed in two models:
●
Seat-based licensing
●
Device-based licensing (Umbrella Branch)
Seat-Based Licensing
Cisco Umbrella Professional, Insights, Platform, and Roaming are licensed per seat. A seat is defined as an
Internet-connected user that may have access to the service. Seat counts are independent of the number of
devices or endpoints protected.
The Cisco Umbrella Roaming subscription does not include the AnyConnect license, which must be purchased
separately.
Seat Bands
The seat-based license follows a tiered pricing model: pricing depends on the seat count and the term of the
subscription. Sales and partner representatives should determine the correct sizing for each customer deployment
so that the appropriate seat count is selected (the minimum is 10 seats). Cisco Commerce (CCW) will dynamically
determine the correct price associated with the seat count that is entered.
Seat Bands
10 - 99
100 - 249
250 - 499
500 - 999
1,000 - 2,499
2,500 - 4,999
5,000 - 9,999
10,000 - 24,999
25,000 or more
Device-Based Licensing: Umbrella Branch
Cisco Umbrella Branch subscriptions are priced per router, with the price dependent upon the ISR model (for
example, the 4321 ISR). Each Umbrella Branch subscription is independent of the number of end-user devices or
endpoints protected. Cisco Umbrella Branch is available for the following ISR models: 4321, 4331, 4351, 4431, and
4451. Each ISR for which the service is required must have a paid subscription. An 4000 Series ISR Security
license is required to use Umbrella Branch.
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Cisco Umbrella Branch Licenses
Cisco Umbrella Branch for ISR 4321
Cisco Umbrella Branch for ISR 4331
Cisco Umbrella Branch for ISR 4351
Cisco Umbrella Branch for ISR 4431
Cisco Umbrella Branch for ISR 4451
Cisco Umbrella Investigate Licensing
Cisco Umbrella Investigate is licensed in two models:
●
Per user (Investigate Console)
●
Per API request volume
Umbrella Investigate Console
The Umbrella Investigate Console is licensed per unique user of the Investigate web-based console.
Umbrella Investigate API
The Umbrella Investigate API is offered in three tiers aligned with API request volumes (Table 4). API requests are
throttled per the limits of the package. Subscriptions to the Investigate API include unlimited user access to the
Investigate Console. The Tier 2 package is most popular and addresses the most common API use cases.
Table 4.
*
API Tiers
Package
Package Features
Request Limits
Umbrella Investigate API – Tier 1
Access to all Investigate API endpoints, except
bulk endpoints.* Includes unlimited user access to
the Investigate Console.
3 requests/second
Umbrella Investigate API – Tier 2
Access to all Investigate API endpoints and
unlimited user access to the Investigate Console.
12 requests/second
Umbrella Investigate API – Tier 3
Access to all Investigate API endpoints and
unlimited user access to the Investigate Console.
36 requests/second
Bulk endpoints: The ability to send and classify large batches of domains with faster transmission. For example, a bulk endpoint
would be used by a customer who wants to determine what domains (sent in a large batch) are malicious or benign.
Subscription Changes
Existing subscriptions may be changed during the term of the subscription. Changes may be made to products
and/or quantities ordered. Additional quantities may be added to the subscription at any time during the
subscription term by placing a “change subscription” order. Quantities added through a change-subscription order
will co-terminate with the existing subscription. Quantities may be decreased for a subscription renewal, but not
midterm for a current subscription.
Each end customer may have one and only one subscription to Cisco Umbrella. Attempts to change subscriptions
by placing a new order for an existing customer will result in an error and guidance to place a change order.
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Licensing Summary
Table 5.
Cisco Umbrella Licensing Summary
Licensing Model Element
Professional/Insights/Roaming
Platform
Branch
License type
Subscription
Subscription
Subscription
Licensing unit
Seat
Seat
Device
Minimum units
10 seats
500 seats
1
Licensing terms
12- or 36-month
12- or 36-month
12- or 36-month
Renewal terms
12 months
12 months
12 months
Renewal type
Automatic renewal
Automatic renewal
Automatic renewal
Support model
Basic Support included; Premium Support Basic Support included; Premium
available for purchase
Support available for purchase
Basic Support included;
Premium Support available for
purchase
Endpoint client
Umbrella endpoint footprint for Windows
and Mac OS X. AnyConnect licenses
must be purchased separately
-
Table 6.
Umbrella endpoint footprint for
Windows and Mac OS X.
AnyConnect licenses must be
purchased separately
Cisco Umbrella Investigate Licensing Summary
Licensing Model Element
Investigate Console
Investigate API
License type
Subscription
Subscription
Licensing unit
User
API license
Minimum units
3
1
Licensing terms
12- or 36-month
12- or 36-month
Renewal terms
12 months
12 months
Renewal type
Automatic renewal
Automatic renewal
Support model
Basic Support included; Premium Support available for
purchase
Basic Support included; Premium Support available for
purchase
Endpoint client
-
-
4. Understanding Services and Support
All Cisco Umbrella purchases include Basic Support. Customers are entitled to technical support for the term of the
subscription, and the support is provided to the customer at no extra charge.
Basic Support
Support Level
Description
Basic Support
Email access
Access to online tools (Knowledge Base, forums, documentation, case portal, and notifications)
Premium Support is also available for an additional fee. Two levels of Premium Support are available: Gold and
Platinum (Table 7).
Table 7.
Premium Support
Support Level
Gold Support
Description
● 24x7 phone support for P1 requests
● 24x5 phone support for P2 – P3 requests
● Access to online tools (Knowledge Base, forums, documentation, case portal, and notifications)
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Support Level
Description
●
●
●
●
Platinum Support
Dedicated technical account manager (TAM)
24x7 phone support for P1 requests
24x5 phone support for P2 – P3 requests
Access to online tools (Knowledge Base, forums, documentation, case portal, and notifications)
Support Priorities and Response Targets
Table 8.
Support Response Targets for the Support Offers
Support Priority
Response
Target
Description
P1 – service
outage
30 minutes
(2 hours for
Basic Support)
An outage occurs if the Umbrella service is completely unreachable when customer’s Internet connection is
working correctly. Umbrella personnel will be assigned to work on the resolution on a 24×7 basis to either
resolve the issue or develop a reasonable workaround. A phone call is required for the 30-minute response
target. Email has a 2-hour response target.
P2 – technical
issue
1 business day
An issue occurs if the Umbrella service is available but response times are slow while customer’s Internet
connection is working correctly. Issues include technical questions or configuration issues related to
customer’s account that moderately affect customer’s ability to use the service. Umbrella personnel will be
assigned to work on the resolution continuously during business hours until either the issue has been
resolved or a plan has been developed and mutually agreed upon.
P3 – information
request
2 business days
Information requests include account questions, password resets, and feature questions. Umbrella
personnel will be assigned to work on the resolution at the time of response or as soon as practicable
thereafter.
Support Pricing Model
Gold and Platinum Support are priced as a percentage of the Umbrella Roaming product net cost, after discounts
(Table 9). Gold and Platinum Support also have annual minimums.
Table 9.
Support Pricing
SKU
Description
Pricing
UMB-SUPT-B
Cisco Umbrella Basic Support
$0
UMB-SUPT-G
Cisco Umbrella Gold Support
15% of product net cost, US$2,520 per year minimum or
equivalent in local currency
UMB-SUPT-P
Cisco Umbrella Platinum Support
20% of product net cost, US$27,000 per year minimum or
equivalent in local currency
5. Understanding the Quoting and Ordering Process
New Versus Change Subscriptions
Each end customer may have one and only one subscription. For new Umbrella customers, orders will create a
new subscription starting on the requested start date and lasting for the specified term. For existing Umbrella
customers, a change-subscription order should be placed, rather than placing an order for a new subscription. The
change-subscription process is outlined in Section 6.
Customers who have previously purchased Umbrella from OpenDNS and have an active account should contact
umbrella-orders@cisco.com for further assistance.
Cisco Umbrella SKU Overview
Orders for Cisco Umbrella and Cisco Umbrella Investigate involve four SKU types:
●
The subscription SKU, which is used to define the subscription term and start date
●
The product SKUs, which are used to define the products and quantities that make up the subscription
●
The product add-on SKUs, which can only be added on to other product SKUs
●
The support SKUs, which define the level of support for the subscription
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Orders start with the selection of the Umbrella subscription SKU, which is followed by the configuration of the
subscription by selecting the product, add-on, and support SKUs that will constitute the subscription.
Subscription SKU
There is only one subscription SKU for Cisco Umbrella. The term of the subscription applies to all products
included in the subscription.
SKU Type
SKU
Description
Subscription
UMBRELLA-SUB
Cisco Umbrella Subscription
Product SKUs: Umbrella Professional, Umbrella Insights, Umbrella Platform
There is one SKU each for Umbrella Professional, Insights, and Platform. Pricing follows a tiered pricing model and
is calculated dynamically based on the seat count and term of the subscription.
SKU Type
SKU
Description
Product
UMB-PROFESSIONAL
Cisco Umbrella Professional
Product
UMB-INSIGHTS-K9
Cisco Umbrella Insights
Product
UMB-PLATFORM-K9
Cisco Umbrella Platform
Note:
Customers can only purchase one product SKU for Umbrella (either the Roaming, Branch, Professional,
Insights, or Platform package).
Product SKU: Umbrella Roaming
There is only one SKU for Umbrella Roaming. Pricing follows a tiered pricing model and is calculated dynamically
based on the seat count and term of the subscription.
SKU Type
SKU
Description
Product
UMB-ROAM
Cisco Umbrella Roaming
Cisco AnyConnect licenses are not included with Cisco Umbrella subscriptions. Guidance for ordering Cisco
AnyConnect can be found at: http://www.cisco.com/c/dam/en/us/products/security/anyconnect-og.pdf
Product SKU: Umbrella Branch
There is one SKU for each 4000 Series ISR model.
SKU Type
SKU
Description
Product
UMB-BRAN-4321
Cisco Umbrella Branch for ISR 4321
Product
UMB-BRAN-4331
Cisco Umbrella Branch for ISR 4331
Product
UMB-BRAN-4351
Cisco Umbrella Branch for ISR 4351
Product
UMB-BRAN-4431
Cisco Umbrella Branch for ISR 4431
Product
UMB-BRAN-4451
Cisco Umbrella Branch for ISR 4451
Cisco ISR Security license is not included with Cisco Umbrella subscriptions. Guidance for ordering Cisco Security
license can be found at: Cisco 4000 Series Integrated Services Router Family Ordering Guide
Cisco Umbrella Investigate
If the customer only wants access to the Investigate Console, the following product SKU should be included.
Note:
There is a minimum of three users required for the Investigate Console.
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SKU Type
SKU
Description
Product
UMB-INVCONSOLE
Cisco Umbrella Investigate Console
The Investigate API is offered in three tiers based on API request volume and this license includes unlimited user
access to the Investigate Console. See Section 3, Table 4 for a description of the API Tiers.
SKU Type
SKU
Description
Product
UMB-INV-API-T1
Cisco Umbrella Investigate Console and API – Tier 1
Product
UMB-INV-API-T2
Cisco Umbrella Investigate Console and API – Tier 2
Product
UMB-INV-API-T3
Cisco Umbrella Investigate Console and API – Tier 3
Umbrella Add-Ons: Multi-Org Console
Add-ons cannot be purchased alone but can be added to existing Umbrella products. The Umbrella Multi-Org
Console add-on is available as an add-on to the Umbrella Insights and Platform packages and is available in seven
tiers based on the seat count of the base package.
SKU Type
SKU
Description
Product
UMB-MULTI-ORG-T1
Umbrella Multi-Org Add-on (10 - 999 Seats)
Product
UMB-MULTI-ORG-T2
Umbrella Multi-Org Add-on (1000 - 2499 Seats)
Product
UMB-MULTI-ORG-T3
Umbrella Multi-Org Add-on (2500 - 4999 Seats)
Product
UMB-MULTI-ORG-T4
Umbrella Multi-Org Add-on (5000 - 9999 Seats)
Product
UMB-MULTI-ORG-T5
Umbrella Multi-Org Add-on (10000 - 24999 Seats)
Product
UMB-MULTI-ORG-T6
Umbrella Multi-Org Add-on (25000 - 49999 Seats)
Product
UMB-MULTI-ORG-T7
Umbrella Multi-Org Add-on (50000+ Seats)
SKU Type
SKU
Description
Support
UMB-SUPT-B
Cisco Umbrella Basic Support
UMB-SUPT-G
Cisco Umbrella Gold Support
UMB-SUPT-P
Cisco Umbrella Platinum Support
Umbrella Support
Step 1. Selecting the Subscription SKU
There is one Umbrella subscription SKU (UMBRELLA-SUB). There is no price for the subscription SKU. Pricing is
determined when product SKUs are added and configured. A quantity of 1 should be selected because each end
customer may have one and only one subscription. Product quantities will be entered when the product SKUs are
added to the subscription.
Note:
Each end customer may have only one active subscription of Cisco Umbrella. This means that:
●
Each order may contain only one line item of UMBRELLA-SUB
●
Each end customer may have only one active order for UMBRELLA-SUB
Attempts to place multiple concurrent orders for UMBRELLA-SUB or to place an order with multiple line items of
UMBRELLA-SUB will be rejected. To change the products or quantities for an end customer, a changesubscription order must be placed.
After selecting the subscription SKU, choose Select Options to edit the subscription term and the requested start
date.
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The subscription term will default to a 12-month term.
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The requested start date may also be changed at this time.
The service is provisioned and the subscription starts on the service start date. The provisioning of the service may
take up to 72 hours, assuming the order information is complete and correct.
Step 2. Selecting the Product SKU
When the subscription terms have been set, the next step is to add products to the subscription. The term for the
product is defined by the subscription term.
Start by selecting the appropriate product in the subscription configuration summary. The guidance below uses
Umbrella Roaming as an example. Having chosen to configure the subscription for the product, you then enter the
quantity based on the number of seats for the service.
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For seat-based subscriptions of Cisco Umbrella, pricing is determined dynamically according to the quantity
ordered and term, and is based on a tiered pricing model. Per-month prices are displayed for the selected SKU.
However, billing is prepaid for the term of the subscription, and the term amount is shown in the Subtotal.
Note:
Only one Umbrella base package (Roaming, Branch, Professional, Insights, or Platform) can be added to
a subscription. Additionally, only one Investigate package (Console or API) can also be added to a subscription.
Step 3. Selecting the Support SKU
After the products have been added, the next step is to define the support level desired for the subscription. There
are three Umbrella Support SKUs, corresponding to the three levels of support. To configure support for the
subscription, start by selecting Umbrella Support Options in the subscription configuration summary:
Basic Support is the standard support model for Umbrella Roaming and is selected by default. Gold or Platinum
Premium Support may be purchased by selecting the appropriate level of support from the support options. Gold
and Platinum support prices are calculated dynamically based on a percentage of the product cost and must meet
annual minimum requirements.
Step 4. Provisioning Information
All Cisco Umbrella orders require the following end-customer information to be provided during order entry to
properly provision a customer with an Umbrella account:
●
End-customer administrator first name
●
End-customer administrator last name
●
End-customer administrator email address
Failure to provide this information will delay the order provisioning process.
Umbrella services will be provisioned and the subscription will begin on the service start date specified on the
order. Provisioning information can be entered by clicking the View/Edit link in the Provision Details section:
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On the provisioning details page, enter the First Name, Last Name, and Email Address of the end-customer
administrator:
After the order has been placed, a Cisco Umbrella account will be created for the end customer on the service start
date. Upon account creation, the end-customer administrator will receive a welcome email with instructions to log
in to the Umbrella Dashboard to set up their service. The welcome email will also provide support contact
information. When the administrator has logged in to the Dashboard, they will be aided by a setup guide as well as
access to support resources in order to make sure the account is properly set up. Because this is a software-as-aservice (SaaS) offering, no activation key is required to activate the service.
Quoting and Ordering Help
For Quoting or Ordering questions please contact cs-support@cisco.com or open a case at
https://www.cisco.com/cisco/psn/web/workspace
6. Subscription Changes and Renewals
Automatic Renewal
Umbrella subscriptions autorenew for an additional 12 month term by default. No quoting or ordering is required.
Starting 120 days before the end of the initial term, renewal notices will be sent to the customer or partner. If the
subscription is not canceled 60 days prior to the start of the new term, the subscription will autorenew. The
customer or partner will receive an invoice at the start of the new term.
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Manual Renewal
Any subscription can be manually renewed if the customer or partner desires, with standard terms of 12 or 36
months. For manual renewals, quotes are created using the same process as the Change Subscription process
outlined below. This process will create a new quote. After a quote is approved, it can be converted to an order
following the standard process.
Change Subscription
Changes to the products, quantities, or terms of a subscription may be made at any time during the term of the
subscription. To change the subscription, select Cloud/SaaS Subscriptions under the Services & Subscriptions tab.
Attempting to add products or seats by creating a new subscription will result in an ordering error.
Search for the active subscription and select to see the subscription details. Next, select the Modify/Renew button.
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You are now able to adjust the products, quantities, start date, and term. To change products or quantities, start by
selecting the appropriate product in the subscription configuration summary. The guidance below uses Umbrella
Roaming as an example. Having chosen the product, you then enter the quantity based on the number of seats for
the service.
For a manual renewal or to change the subscription terms, select “Change the terms of my subscription.” For a
manual renewal, update the start date to begin one day after the existing subscription’s end date.
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7. Partner and Distributor Ordering Guidelines
Flooring BIDs
In flooring Bill-to ID (BID) orders (also known as third-party financing), Cisco accepts the order from the partner, the
bank pays Cisco (net 30 terms), and the partner repays bank based on agreed-upon terms with the bank (net 60 or
net 90). Flooring BIDs are not eligible for SaaS orders and will not be accepted by the system. SaaS orders require
a non-flooring BID that is directly related to the partner.
If a quote contains both hardware or software and SaaS, when selecting quote line items to add to your order, you
must add the items to two separate orders for processing:
●
One order for hardware or software using the flooring BID
●
One order for SaaS using the non-flooring BID. See below for how to change the Bill to ID on the SaaS
order.
Note:
To check the status of BIDs, you can use the Connect Dots Tool or reach out to your account manager for
further information.
Channel Booking Neutrality (CBN)
Cisco Umbrella is a SaaS offer. Any quote lines for SaaS offers will be automatically confirmed for Channel
Booking Neutrality (CBN) order processing. Although a $100,000 minimum threshold must be met for non-SaaS
offers to be eligible for CBN processing, this threshold does not apply to SaaS offers, which will be processed
using CBN regardless of deal size.
Nonstandard Discounting and DART
Cisco Umbrella quote lines are not included in Distributor Authorization Deviation Request Tool (DART). As a SaaS
offer, Cisco Umbrella will be automatically confirmed for CBN order processing (Channel Booking Neutrality),
where any approved nonstandard discount is provided to the distributor at the time of ordering. A DART is
therefore not needed for the distributor to claim the discount after the order is processed, and CBN confirmed
quote lines are not included in the DART, but will be included with the Deal ID that is approved along with any
discounts.
© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.
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Hybrid Orders by Distributors
Cisco is able to process hybrid orders. These are defined as SaaS SKUs and hardware and/or software SKUs that
are quoted and ordered together. For Channel Booking Neutrality (CBN) order creation, the distributor can place
orders with their CBN DVAD (Direct Value-Add Distributor) ID. SaaS SKU order lines will be automatically
confirmed. Hardware and on-premises lines can be manually confirmed if the total order is greater than $100,000.
Note:
Cisco distributors have an assigned CBN DVAD ID for processing orders on Cisco Commerce (CCW).
When ordering SaaS SKUs, distributors must use their CBN DVAD ID unless they are DSV (distribution sales
visibility) enabled and their CBN profile flag is disabled. Distributors that are DSV-enabled and whose CBN profile
is disabled will place SaaS and hybrid orders using contractual BIDs and the net-price flow. (Refer to the “net price”
solution for SaaS and on-premises orders.)
One of the two ordering flows outlined below should be chosen depending on the distributor profile (CBN flow or
net-price flow).
Quotes placed with the CBN profile (CBN Profile = YES)
Hardware and/or software and SaaS SKUs can be ordered in the same deal.
Ordering flow 1: The total deal value is $100,000 or more:
●
SaaS lines will be autoconfirmed as CBN
●
On-premises and hardware orders will need to be confirmed manually. (Note: A nonstandard discount on
hardware will not carry from the quote to the order.)
To convert the quote to an order:
●
For CBN-enabled distributors, “CBN DVAD BID” should be selected so that the ordered products will be
autoconfirmed at the time of ordering
●
Contractual BIDs or CBN DVAD BIDs can be used for non-SaaS orders (hardware or software)
Ordering flow 2: The total deal is less than $100,000:
●
For CBN-enabled distributors, SaaS orders are autoconfirmed as CBN
●
On-premises and hardware orders cannot be confirmed as CBN. (Nonstandard discounts on hardware will
not carry from quote to order.)
To convert the quote to an order:
●
CBN DVAD BIDs should be used for CBN confirmed lines at the time of ordering (applicable only to SaaS
lines)
●
Contractual BIDs or CBN DVAD BIDs can be used for non-SaaS orders (hardware or software)
Quotes placed with the CBN profile disabled (CBN Profile = NO)
Hardware and/or software and SaaS SKUs can be ordered in the same deal. There is no order amount threshold.
To convert a quote to an order, choose Contractual BID from the menu. Note that a nonstandard discount for
hardware or software on the quote will not carry over to the order because the order will follow a net-price model.
Point-of-sale (POS) reporting and the Deviation Authentication Request Tool (DART) will be enabled for these
products. No DART will be generated for SaaS SKUs.
© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.
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For your order, you can select all items, or select individual lines items and continue with the ordering process.
Printed in USA
© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.
C07-738189-01
12/16
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