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Start a New Trial—I Have a Deal ID

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 days free trial period does not start until the customer logs into their Umbrella dashboard.

At any time during this trial period, you can convert a trial to a subscription through the Cisco Commerce Workspace (CCW). For more information, see Convert a Trial to an Umbrella Subscription.

At any time, including after a trial has expired, you can extend a trial. Trials can be extended three times, with each extension being for a period of seven days. 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, acquire a Deal ID from the Cisco Commerce Workspace (CCW). Note, that while you don't need a Deal ID to start a trial; however, you do need a Deal ID to convert a trial to a subscription and this procedure assumes you have one. Once you have a Deal ID, update the trial and add this Deal ID information. For more information about the Deal ID, see the Cisco Commerce User Guide.

If you have a Deal ID when starting a trial, the MSSP console automates the input of customer information.

Also, 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 customer 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 Centralized Settings.

Prerequisites

  • Licensing is configured through the MSSP Settings > Purchasing page. To start a trial, you must use GPL or Both. For more information, see Manage Licensing.
  • You have a Deal ID from CCW

Procedure

  1. Navigate to Customer Management and click Start New Account.
  1. Select I have the Deal ID, add the Deal ID, and then click Next.
    Customer billing information is automatically added to the Customer Information step.
    Create customer under MSLA is only displayed if you have selected Both on the Purchasing > My License page. In this case, GPL is the license used.
    Note: You get your Deal ID from CCW.
  1. On the updated Customer Information step, add at least one Customer Email Address and then click Next.
    This email address is where the Umbrella Welcome email is sent. This email includes important setup information for your trial customer.
    Adding PSA ID is optional. For more information, see Integrate a PSA.
    You must press Return / Enter to add the email address. Next is disabled until you add an email address.
    If this is not the correct customer information, click Reset to clear customer information and try again. You cannot manually enter customer information.
  1. Complete deal information and click Next.
    • Package Selection—The package you select determines the minimum number of seats you must add. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
    • Number of Seats—You must add at least the minimum number required for the selected Umbrella package.
    • License—Only GPL is used for licensing when you are adding a trial. Licensing is configured through Purchasing. For more information, see Manage Licensing.
  1. On the Deal Information step, select the SIG Essentials package from the drop-down list, the Package Add-on options are displayed.

  2. From the Package Add-on options, you can select a Remote Browser Isolation (RBI) and either or both the additional add-ons - Cloud Delivered Firewall Layer 7 (CDFW L7) and Data Loss Prevention (DLP).

  1. On the Deal Information step, select the SIG Advantage package from the drop-down list, the Package Add-on options are displayed.

  2. From the Package Add-on options, you can select a Remote Browser Isolation (RBI).

RBI is applicable for SIG Essentials and SIG Advantage, however, you can select only one RBI from the available options.

If this is not the correct customer billing information, click Reset to clear information and try again. You cannot manually enter customer billing information.

Request access to customer dashboard

Select to ask your customer for access to their trial Umbrella dashboard. Your customer receives an access request through their Umbrella dashboard. Allowing access gives the requester full administrator rights to the customer's dashboard. For more information, see Request Access to Umbrella Dashboard.

Enable nurture campaign for customer

If selected, after a trial is created and the customer does not log into their Umbrella dashboard and create an identity, the customer will start receiving "nurturing" email reminders to log in and create an identity. The first reminder email is sent four days after the trial is created.

  1. Complete deal information and click Next.
    For information about various packages available to you, see our Umbrella Package Comparison page.
    Number of Seats—You must add at least the minimum number required for the selected Umbrella package:
    • Umbrella DNS Security Advantage—01 seat minimum
    • Umbrella DNS Security Essentials—01 seat minimum
    • Umbrella Platform—500 seat minimum
    • Umbrella Insights—01 seat minimum
    • Umbrella Professional—01 seat minimum
    • Cisco Umbrella for EDU—01 seat minimum.

If you choose to give your primary visibility into this trial, this third-party contact receives an email report every Monday documenting this trial's strength. If you have done so yet, add contact information for this distributor at Partner Settings > Contacts. For more information, see Add Distributor Contact Information.

  1. Review trial information and if it is okay, click Start Trial.
    If any information is incorrect or requires updating, click Edit to return to that step and make changes as required.

Umbrella creates the trial and adds it to the Trial Management page. Umbrella sends the Umbrella customer an Umbrella Welcome email that includes login information as well as a link to our Getting Started documentation. The initial 21 day trial period does not start until the customer logs into their Umbrella dashboard for the first time.

  1. Once you've created a trial, check in with your customer to confirm that a Welcome email has been received and that your customer has successfully signed into the Umbrella dashboard and configured at least one identity.
    The Trial Management overview page, as well as the Trial's details page, lists the trial's strength, which indicates its use by the trial customer:
    • or N/A—Customer has not logged into their Umbrella dashboard.
    • Low—Customer has logged into their Umbrella dashboard, but have not created an identity
    • Medium—Customer has logged into their Umbrella dashboard, has created an identity, but has not yet sent traffic.
    • High—Customer has logged into their Umbrella dashboard, has created an identity, and has sent traffic.
  1. Review trial information and if it is okay, click Submit.
    If any information is incorrect or requires updating, click Edit to return to that step and make changes as required.

When you click Submit, the trial is started and added to the Trial Management page. You can also review the trial period here. Umbrella sends the Umbrella customer an Umbrella Welcome email that includes login information as well as a link to our Getting Started documentation.

Note: Trial Ends does not update to display a date indicating when the trial will end until the customer logs into their Umbrella dashboard. Trial Ends then updates to display a date 21 days into the future.

Also, when you click Submit, a Trial ID is generated. If you create a trial without a Deal ID, you must use this Trial ID in CCW when you convert the trial to a subscription.

  1. Once you've started a trial, check in with your customer to confirm that a Welcome email has been received and that your customer has successfully signed into the Umbrella dashboard and configured at least one identity. For help getting started with Umbrella, see Umbrella documentation and point your customer to this information, too.

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 or convert the trial to an Umbrella subscription.

Expired trials are listed as such on the Trial Management page. You must manually delete expired trials from the Trial Management page.

  1. To convert a trial to a subscription, contact your Umbrella sales representative. For more information, see Convert a Trial to an Umbrella Subscription.

Manage MSSP Trials < Start a New Trial—I Have a Deal ID > Start a New Trial—I Don't Have a Deal ID

Updated 5 months ago

Start a New Trial—I Have a Deal ID


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