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Saving time and simplifying support<br />

. . . with <strong>IBM</strong> ® Electronic Support tools<br />

Internal Only<br />

Elaine Papanikolaou - papani@us.ibm.com<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2009 <strong>IBM</strong> Corporation


Agenda<br />

2<br />

<br />

<br />

<br />

<br />

<br />

<br />

Subscription & Support<br />

Electronic Support portfolio of tools<br />

<strong>IBM</strong> Support Portal – gateway to technical support<br />

PAOnline and SR tool – the difference<br />

Support at <strong>IBM</strong><br />

Resources for Business Partners<br />

“And it was a very easy choice to choose <strong>IBM</strong> not just on price, but from a total<br />

cost of ownership perspective, because <strong>IBM</strong> was able to put in the investment,<br />

put in the time, and I knew that they had the support response required for our<br />

level of criticality.”<br />

Paul Lewis, Vice President of Technology,<br />

Architecture and Security<br />

Davis & Henderson Corp.<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


When you need dependable product Subscription & Support with ROI<br />

. . . <strong>IBM</strong> delivers<br />

3<br />

<strong>IBM</strong> Subscription & Support protects<br />

your investment by minimizing<br />

installation/migration cycles, providing<br />

new product versions based on the<br />

latest technology, and offering tested<br />

upgrades to keep your environment<br />

running smoothly<br />

Investment<br />

Minimize downtime and maintain schedules with <strong>IBM</strong>'s<br />

time-saving tools and comprehensive technical information . . .<br />

all created to help your teams find answers to questions,<br />

solutions to problems and training to build skills as well as<br />

helping to diagnose problems quickly<br />

<strong>IBM</strong>'s worldwide support network<br />

keeps your business up and running,<br />

meeting deadlines, by providing<br />

support expertise when and how it<br />

is needed<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


<strong>IBM</strong> Electronic Support tools for every task<br />

http://ibm.com/electronicsupport<br />

<br />

<br />

<br />

<br />

<br />

4<br />

Electronic Support web page<br />

Describes all the tools and<br />

their features and benefits<br />

Tool videos are accessible<br />

from Overview tab<br />

Support Portal link<br />

Social Media links – Twitter<br />

and blogs<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


<strong>IBM</strong> Support Portal . . .<br />

the first stop in problem resolution<br />

<strong>IBM</strong> Support Portal<br />

http://ibm.com/support<br />

your one-stop shop for<br />

technical support<br />

5<br />

• Sign in with your <strong>IBM</strong> ID<br />

• Choose from one to 10<br />

products<br />

• Choose a tab from the<br />

top for focused content<br />

• View relevant technical<br />

support information and<br />

access tools<br />

Flashes and alerts<br />

Download fixes<br />

Troubleshoot with<br />

technotes, MustGathers<br />

Migration/installation<br />

Service Request tool<br />

Technical documents<br />

Communities<br />

Graphic was removed from top of window;<br />

Support shortcuts module was added<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


6<br />

My notifications subscription . . .<br />

keeps you proactively informed<br />

<br />

<br />

<br />

<br />

Complimentary subscription includes<br />

software and hardware products<br />

Proactive – Information is sent to you<br />

to stay informed about products you<br />

use<br />

Customize – choose a product family,<br />

then select:<br />

Products<br />

Daily or weekly updates<br />

Delivery method: email, RSS<br />

Document types: i.e., APARs,<br />

fixes, technotes etc.<br />

Sample email to the right<br />

View video on ‘How to Subscribe’<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Need to download a fix pack? Fix Central is the place to go<br />

7<br />

<br />

<br />

<br />

<br />

<br />

Use the “View” link to access Fix Central or<br />

another repository<br />

Fix Central lets you search by:<br />

APAR or SPR identifier<br />

Fix ID<br />

Arbitrary text<br />

Search for recommended groups<br />

Filter search results by category, product,<br />

release, and platform<br />

Include prerequisite and corequisite fixes<br />

Requires sign in. Some products are<br />

entitled and require users to be authorized<br />

to open PMRs to download fixes<br />

Upload an inventory file to display fixes<br />

Recommended fixes is an alternative<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Troubleshoot problems – <strong>IBM</strong> Support Assistant and Diagnostic Tools<br />

Support Resources expandable link<br />

Complimentary, downloadable, troubleshooting<br />

workbench for many software products<br />

<strong>IBM</strong> Support Assistant 5.0 Team Server Beta 2<br />

offers the following next-generation options<br />

<br />

<br />

<br />

<br />

8<br />

Now one person per site can download ISA<br />

V5 team server and others at the site just<br />

point their browsers to that instance to use it.<br />

Some of the automated data analysis<br />

options:<br />

Scans case files to find common<br />

problem symptoms<br />

Displays those symptoms with details<br />

<br />

for each one<br />

Shows known potential solutions for<br />

each symptom<br />

Includes ISA tutorial and sample diagnostic<br />

files<br />

Review the introductory video on YouTube<br />

See the complete list of diagnostic tools<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Checklist before opening a Service Request<br />

9<br />

<br />

<br />

<br />

<br />

<br />

<br />

Your <strong>IBM</strong> customer number<br />

Define the problem – be specific<br />

Define business impact this issue is causing<br />

Assign severity<br />

Gather background information – provide all relevant information<br />

What level of software was / is running?<br />

What operating system version? Have patches been installed?<br />

Has this happened before? Is it repeatable?<br />

What, if anything, recently changed in the environment?<br />

Consult MustGather Document, if available, to know which files to gather<br />

dumps, traces, or use <strong>IBM</strong> Support Assistant automated collector tools to<br />

save time<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


10<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

Open a Service Request using Service Request tool<br />

Access Service Request tab in Support<br />

Portal or go directly to SR tool<br />

http://ibm.com/support/servicerequest<br />

Online problem management tool to open,<br />

edit and monitor Service Requests or PMRs<br />

Once registered, users are entitled<br />

Governed by Site Technical Contact, up to 9<br />

Administrators, unlimited number of users<br />

Customized user profile auto-populates new<br />

Service Requests<br />

Open, update and monitor Service<br />

Requests<br />

Attach troubleshooting files to service<br />

requests (2 GB limit per file)<br />

Monitor SR activity with downloadable<br />

customized reports<br />

Register as ‘Basic’ user and request<br />

promotion to ‘<strong>Full</strong>’ user<br />

Updated interface with its own set of SR tabs<br />

to be consistent with Support Portal UI<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Service Request quick tips<br />

Access rights<br />

Basic users create and edit only their own Service<br />

Requests created through the SR tool<br />

<strong>Full</strong> users open and edit all Service Requests for an <strong>IBM</strong><br />

Customer Number (ICN) and run reports<br />

<br />

<br />

11<br />

Site Technical Contact (STC) – ultimate gatekeeper for<br />

the tool and can name nine additional Administrators<br />

Administrators add, approve and delete users from the<br />

SR tool list<br />

Clients<br />

Find the STC for an ICN by choosing Support<br />

Registration on the left and clicking the ICN to open the<br />

record<br />

<br />

<br />

<br />

<br />

Find products for an ICN by choosing Support<br />

Registration on the left and clicking the ICN to open the<br />

record<br />

Receive email notifications for Service Request updates<br />

by checking the checkbox in their profile<br />

Add products to the Preferred Product list by checking the<br />

checkbox when opening a Service Request<br />

The Preferred Product list is stored in client’s profile and<br />

saves time when opening a Service Request<br />

<br />

<br />

<br />

Can add a title to the Service Request to make it easy to<br />

track - that field is for their convenience<br />

Run reports on open, closed and even archived Service<br />

Requests by submitting a search request<br />

Print Report or Export Report by clicking the buttons right<br />

above the search results table<br />

Site Technical Contacts (STCs) and Administrators<br />

<br />

<br />

Automatically approve users whose <strong>IBM</strong> ID contains the<br />

company email address through User Administration on<br />

the left and the Auto Approval tab<br />

Automatically set new users’ status to Basic or <strong>Full</strong><br />

through User Administration on the left and the Auto<br />

Approval tab<br />

These references can help clients new to SR:<br />

SR Quick Start Guide (<strong>IBM</strong> ID and SR access for<br />

Basic user)<br />

SR tool link<br />

SR online help<br />

SR Help Desk: srhelp@us.ibm.com<br />

How to Open a Service Request video<br />

Charts describing the SR tool<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Service Request tool access for Business Partners<br />

12<br />

<br />

<br />

<br />

<br />

If this is the first access to <strong>IBM</strong> Service Request, select the "Register now" button.<br />

If you are already registered as a customer with SR and now want to register as a<br />

business partner, select "Support registrations" from the left "Manage support<br />

registrations" box<br />

Scroll to the bottom of the "Support registrations" page where a section labeled<br />

"Business partner“ displays.<br />

Select the link "Click here to check business partner status". This verifies your status<br />

with <strong>IBM</strong> PartnerWorld to grant you access to <strong>IBM</strong> Service Request tool.<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Passport Advantage – one agreement, two resources<br />

Passport<br />

Advantage<br />

Online<br />

Track licenses.<br />

Download full<br />

versions of<br />

software.<br />

Primary contact<br />

approves users.<br />

Product<br />

entitlement<br />

problems<br />

resolved here.<br />

Help desk<br />

paonline@us.ibm.com<br />

Passport Advantage Agreement<br />

Product Entitlement<br />

Both require <strong>IBM</strong> ID<br />

and approval to use<br />

Service Request<br />

tool<br />

Create, edit and<br />

track Service<br />

Requests.<br />

Site Technical<br />

Contact approves<br />

users.<br />

Basic user sees<br />

their own SRs.<br />

<strong>Full</strong> user sees<br />

all SRs.<br />

Help desk<br />

srhelp@us.ibm.com<br />

© 2013 <strong>IBM</strong> Corporation<br />

13 © 2010 <strong>IBM</strong> Corporation13


1<br />

2<br />

3<br />

4<br />

14<br />

Setting Severity Levels<br />

Business Impact<br />

Critical business impact –<br />

this condition requires an immediate<br />

solution<br />

Significant business impact –<br />

program is usable but severely<br />

limited<br />

Some business impact –<br />

program is usable but less<br />

significant features impacted<br />

Minimal business impact –<br />

problem causes little impact or a<br />

reasonable workaround is in place<br />

zSeries (S/390)<br />

Response Goal<br />

Other Platforms<br />

Response Goal<br />

Within 2 hours Within 2 hours<br />

Within 4 business<br />

hours<br />

By the end of the next<br />

business day<br />

By the end of the next<br />

business day<br />

Within 2 business hours<br />

Within 2 business hours<br />

Within 2 business hours<br />

Business hours are from 8:00 AM to 5:00 PM local time for the geographic area assigned in the support<br />

contract. Severity 1 Issues will be worked 7 days a week / 24 hours a day jointly with clients.<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


<strong>IBM</strong> Support Process<br />

Call Center:<br />

-Create Sev1 SR<br />

-Route SR to product<br />

experts<br />

-No product skill<br />

Open a Service Request (PMR) by using the online Service Request tool<br />

Call 1-800-<strong>IBM</strong>-SERV for Sev1<br />

Call Center<br />

opens Sev1<br />

Service<br />

Requests<br />

Level 1<br />

Rediscovery:<br />

-Find known answers<br />

-Help collect MustGather<br />

-Educate clients on selfhelp<br />

-Broad usage based skills<br />

-Reps are product certified<br />

Open, update<br />

and monitor the<br />

Service<br />

Request with<br />

SR Tool<br />

Level 2:<br />

Problem Determination<br />

Source identification:<br />

-Work-arounds & solutions<br />

-Problem recreation<br />

-Create APARs<br />

-Interface to Level 3<br />

-Reps are product certified<br />

Many support teams combine Level 1 and Level 2<br />

Level 3<br />

creates and<br />

delivers fixes<br />

Level 3:<br />

Change team:<br />

-Code based team<br />

-Create fixes and fix packs<br />

-Create debug modules<br />

-Skilled in their<br />

components, not experts<br />

on entire product<br />

© 2013 <strong>IBM</strong> Corporation<br />

15 © 2010 <strong>IBM</strong> Corporation15


16<br />

Escalation options<br />

1. Check the severity level of the Service Request and raise if needed. Update the<br />

business impact if it has changed, and of course, indicate system down if that is the<br />

case<br />

2. Call the local contact telephone number and ask for the duty manager<br />

In the US: Call 1-800-<strong>IBM</strong>-SERV<br />

Worldwide contacts: http://ibm.com/planetwide/<br />

3. Contact the <strong>IBM</strong> account team to request a complaint or request a higher level<br />

“Critical Situation” if:<br />

Multiple Service Requests or multiple products are involved<br />

There appears to be a lack of coordination from product support teams<br />

You can actively participate in the increased meetings, email and telephone calls<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


17<br />

Software Support Lifecycle<br />

<br />

<br />

<br />

<br />

<br />

End of Support dates are important<br />

and when announced, are posted to<br />

this page<br />

Policy type also displays for each<br />

product<br />

<strong>IBM</strong> ensures a minimum of 12 months<br />

notice for product support withdrawal<br />

through announcement letters.<br />

Subscribe here: http://bit.ly/j4P7jJ<br />

April and September are the only two<br />

months of the year for products to be<br />

withdrawn from support<br />

All components in a product or<br />

solution bundle are supported until the<br />

bundle is withdrawn from support<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


18<br />

Understanding Software Support at <strong>IBM</strong><br />

<br />

<br />

<br />

<br />

<br />

<strong>IBM</strong> Support Handbook is<br />

your complete support<br />

reference guide<br />

Includes detailed support<br />

information for software<br />

and hardware<br />

Displays in easy-to-view<br />

format<br />

Describes all aspects of<br />

support and electronic<br />

support<br />

Includes support contact<br />

information<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Building skills<br />

19<br />

<br />

<br />

<br />

<br />

<br />

PartnerWorld training and certification provides product training,<br />

PartnerWorld University no-charge, online self-study courses and more<br />

<strong>IBM</strong> Education Assistant offers online task-based modules for many<br />

products. IEA helps you get up the learning curve quicker or serves as<br />

a refresher after attending <strong>IBM</strong> Education courses.<br />

Support Technical Exchange webcasts are offered weekly, or multiple<br />

times in a week for many products. Join a webcast or take advantage<br />

of replays.<br />

developerWorks ® is a great source of technical information for<br />

developers, administrators and managers – whoever wants to stay<br />

informed about the latest technological trends<br />

User Groups offer webcasts, collaboration, meetings with<br />

presentations<br />

Build skills<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


<strong>IBM</strong> PartnerWorld<br />

http://ibm.com/partnerworld<br />

20<br />

Dash-<br />

SR<br />

tool End of<br />

board<br />

support<br />

Electronic<br />

support<br />

Social<br />

media<br />

Partner<br />

World<br />

All the technical resources you need:<br />

Business Partner dashboard<br />

Electronic Support collateral<br />

End of support<br />

Social media<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


PartnerWorld Dashboard<br />

21<br />

<br />

<br />

<br />

<br />

North American Business Partners can currently access the dashboard<br />

Learn more about the dashboard here: https://www-<br />

304.ibm.com/partnerworld/wps/servlet/ContentHandler/news/93LQU8EB<br />

Authorized users at your company can access critical revenue, claims and<br />

skills data in one place on PartnerWorld<br />

View your Business Partner Technical Vitality (BPTV) scores and manage<br />

skills certifications<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


<strong>IBM</strong> Electronic Support Collateral<br />

22<br />

Use these Electronic Support links to learn more about all the tools and resources.<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

Electronic Support brief overview presentation with audio<br />

This is an abbreviated set of overview charts for the Electronic Support portfolio of tools and resources.<br />

Electronic Support tool trifold<br />

This trifold is a double-sided page in .pdf format with hyperlinks that briefly describes each tool and its<br />

benefits. Clients can review the <strong>IBM</strong> Electronic Support portfolio of tools and resources and access the<br />

tools that are of interest.<br />

Electronic Support web page provides an introduction to <strong>IBM</strong> Electronic Support<br />

Six tool categories are separated by tabs where the features and benefits of the Electronic Support<br />

tools display.<br />

Getting Started with <strong>IBM</strong> Support<br />

Getting Started with <strong>IBM</strong> Support is a one-page editable document that provides a sequential view of<br />

<strong>IBM</strong> Support.<br />

Electronic Support one-page marketing piece .pdf format<br />

This single-sided .pdf file can be shared with clients to introduce them to <strong>IBM</strong> Electronic Support.<br />

Descriptive information about the benefits of the tools is presented at a high level.<br />

Electronic Support overview presentation<br />

Use these charts to introduce your clients to the <strong>IBM</strong> Support Portal and all the tools and resources<br />

available to them in the <strong>IBM</strong> Electronic Support portfolio.<br />

Service Request Quick Start Guide<br />

Service Request Quick Start Guide (external) guides clients through the registration process, allowing<br />

them as Basic users, to create and edit just their own<br />

Electronic Support tool videos<br />

These short videos include a number of Electronic Support tools and provide the training needed to<br />

enable a client to experience the benefits of using the tool.<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Stay ahead of end of support on <strong>IBM</strong> software<br />

<br />

23<br />

You have several options to stay informed about end of support dates:<br />

Subscribe to My Notifications to receive published information about end of support<br />

Review the Lifecycle page for products in use to monitor publication of dates<br />

Subscribe to the <strong>IBM</strong> Marketing Announcement letters for our products<br />

Compatibility Reports are another source of EOS dates as well as compatible software<br />

combinations<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


Social Media Resources<br />

Social media links<br />

<br />

<br />

24<br />

developerWorks <strong>IBM</strong> Electronic Support blog – follow this blog to learn about the latest<br />

enhancements to Electronic Support tools<br />

<strong>IBM</strong> Electronic Support Facebook<br />

<strong>IBM</strong> Electronic Support Twitter<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation


25<br />

© Copyright <strong>IBM</strong> Corporation 2013<br />

<strong>IBM</strong> Software Group<br />

Route 100<br />

Somers, NY 10589 U.S.A.<br />

Published in the United States of America<br />

01-2013<br />

All Rights Reserved<br />

<strong>IBM</strong>, the <strong>IBM</strong> logo, ibm.com, developerWorks, <strong>IBM</strong>Link, Domino, Information Management, FileNet, Lotus, Notes,<br />

Rational, Tivoli, WebSphere and z/OS are trademarks or registered trademarks of International Business Machines<br />

Corporation in the United States, other countries, or both. These and other <strong>IBM</strong> trademarked terms are marked on their<br />

first occurrence in this information with the appropriate symbol (® or ), indicating US registered or common law<br />

trademarks owned by <strong>IBM</strong> at the time this information was published. Such trademarks may also be registered or<br />

common law trademarks in other countries. A current list of <strong>IBM</strong> trademarks is available on the web at<br />

http://www.ibm.com/legal/copytrade.shtml.<br />

Other product, company or service names may be trademarks or service marks of others.<br />

Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. in the United States, other<br />

countries, or both.<br />

References in this publication to <strong>IBM</strong> products or services do not imply <strong>IBM</strong> intends to make them available in all<br />

countries.<br />

© 2013 <strong>IBM</strong> Corporation<br />

© 2010 <strong>IBM</strong> Corporation

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