Starting a new trial lets you provide a potential customer with free access to Umbrella for 21 days so that a customer can "test drive" Umbrella. When you create a trial, your customer receives a "Welcome to Cisco Umbrella" email that includes a link to your customer's Umbrella dashboard. A customer's 21-day free trial period does not start until the customer signs into their Umbrella dashboard.
Managed Service License Agreements (MSLAs) are a buying program for partners where a partner distributes licenses (in Umbrella's case, seats), and is billed monthly for what they consume. The partner places a zero dollar, one-time order in Cisco Commerce Workspace (CCW), which gives the partner access to distribute MSLA licenses in their console. The partner will be invoiced after distributing licenses in the console.
Note: The option to use MSLA licensing is only available when requested from your Cisco Sales Representative. For more information on how to use MSLA licensing, see the MSLA Ordering Guide.
At any time during a trial period, you can convert a trial to a paid subscription. For more information, see Convert a Trial to an Umbrella Subscription.
At any point during the trial, you can extend it, even after it has expired. Trials can be extended three times, with each extension being for a period of seven days. To learn more about extending trials, see Extend a Trial. For additional trial extensions, contact your Cisco Umbrella sales representative.
At the end of the trial period, if the customer has not bought a subscription, the customer's access to Umbrella downgrades to the Premium DNS package.
Before starting a trial, we recommend that you confirm with your customer as to what Centralized Settings should be applied. Determine if these should be Umbrella defaults or customized to meet the customer's needs. When shared with a customer, these settings become available in the customer's Umbrella dashboard and can be selected when configuring policies. For more information, see Configure Centralized Settings.
- Navigate to Customer Management and click Start New Account.
- Select MSLA Licensing and click Next.
- Fill in the customer's information and click Next.
- Customer Name—The name of the customer that will be using the trial. This name is viewable to both the customer and any MSSP admins when logged into the Umbrella dashboard.
- Customer Email Addresses—The email address(es) that the customer will use for logging in to the Umbrella dashboard. At least one customer email address must be added (the welcome email and initial login details are sent here).
- Customer Billing Information—The billing address of the customer.
- Select Create as Trial and select a package and fill in the number of seats, then click Next.
- Package Selection—The package you select determines the Umbrella features available to your customer. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
- Number of Seats—Represents the number of users covered by Umbrella.
- License—Reflects the license type selected earlier.
- Comments—Any comments about the customer or other notes. This is only visible to MSSP admins through the MSSP console.
- Review the information you entered, then click Submit to begin the trial.
The new trial can be seen under the Trials tab of the Customer Management section of the MSSP console. You can review the trial period here, and can click on the customer to see more information. Umbrella sends the customer an email to welcome them to Umbrella, which includes login information as well as a link to our Getting Started documentation.
Note: The trial is not officially started until the customer logs in to the dashboard for the first time.
Monitor your trials to make sure that your customer has successfully started using Umbrella. As well, keep tabs on when trials are set to expire. Check-in with expiring trials and either extend them as necessary.
Updated about a year ago