Global Partner Portal

Operations Guide

April 2008

IBM® Application Services (AS) 4111 Northside parkway

Atlanta, GA 30327

Notices

Trademarks IBM is a trademark of International Business Machines Corporation in the United States, or other countries, or both. Other company, product, and service names may be trademarks or service marks of others.

Copyright © Copyright International Business Machines Corporation 2007. All rights reserved.

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Document 1. Overview

Opportunity management Global Partner Portal Opportunity Management (OM) offers streamlined, easy-to-use navigation for opportunity creation and updates that are fully compatible with IBM's Customer Relationship Management (CRM) system. Opportunity Management on Global Partner Portal is the start of IBM's Opportunity-to-Cash model and offers many improvements over PartnerWorld Lead Management (PWLM). The benefits to Business Partners include:

• Simplified sales stage model (5 sales stages, reduced from 11)

• Significantly reduced data requirement

• Opportunity registration

• Enhanced protection of Business Partner data

• Enhanced collaboration between IBM and Business Partners

• System to system opportunity exchange – no manual re-keying

For both initiatives, Global Partner Portal provides each participating IBM Business Partner with a central document repository to store opportunity relevant documents. It also gives IBM teams easier and faster access to these documents, which are critical to understanding the opportunity-development work that a Business Partner has invested. Global Partner Portal enables IBM Administrators to transfer data between all organizations that are interested in an opportunity and to store data on the Web rather than their computer.

About this guide Global Partner Portal (GPP) allows an IBM seller to pass an opportunity created in CRM Siebel to a Business Partner as long as the Business Partner owns the opportunity and is the primary on it. In addition, the opportunity will be updated in GPP and returned to CRM Siebel. Once a Business Partner has been deployed on GPP, they will be able to manage all of their opportunities in GPP and will no longer need to use Partner World Lead Management (PWLM).

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A series of Data Jobs will be performed by the GPP Operations Team to ensure that deployment readiness tasks are done. Some of these Data Jobs will monitor, accept, reject, or withdraw CRM Siebel opportunities. This guide will assist the GPP Operations Team to complete deployment/enablement for the Business Partners to GPP OM using the Data Jobs that allow IBM sellers to pass an opportunity to a Business Partner in GPP and for the updated opportunity to be returned to CRM Siebel. Some of the work described in this guide is performed by the Business Partner Database (BPDB) team or the Data Operations team and noted as such.

Timetable for monthly cycle to enable new Business Partners to participate in opportunity management A series of monthly Data Jobs are used to enable new Business Partners to begin using the GPP Opportunity Management functions. Geography business teams invite selected Business Partners to participate in a given month’s Business Partner enablement cycle and work to validate Business Partner information. The Geo Business Operations teams create a “Driver File” that contains the information on the Business Partners to be enabled that month. A regular cadence has been established for the monthly Data Jobs in each geography. This cadence ensures that schedules are locked with geography data operations teams and that all predecessors/successor jobs are managed. The cadence is based on the following:

1. Data Job 10479 runs on the second Tuesday of each month for AP and Europe. 10479 runs one day later (Wed) for Americas. 2. Data Job 10981 precedes 10479. It runs on the Friday or Monday prior to 10479 for AP/Europe or Americas respectively. 3. The Driver Files for monthly Business Partner enablement are needed two weeks prior to running the first monthly data job

(10981).

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Here is an example: Driver file due date *

(2 weeks prior to 10981 CM 10981 run date

10479 run date

Europe Friday (e.g., Nov 23, 2007) Friday (e.g., Dec 7, 2007) Tuesday (e.g., Dec 11) Asia Pacific Friday (e.g., Nov 23, 2007) Friday (e.g., Dec 7, 2007) Tuesday (e.g., Dec 11) Americas Group Monday (e.g. Nov 26, 2007) Monday (e.g., Dec 10, 2007) Wednesday (e.g., Dec 12) Notes:

• Driver files must be validated and fixed prior to submission. This includes the request to promote to GITC. For an example of GITC, see the Global Partner Portal Operations Guide document entitled Loading GSA and Advising GITC, the section entitled GITC Promote Request Advice.

• The schedule remains as noted above irrespective of holidays.

Important addresses This section contains some key addresses.

BOT team addresses Geo Address AP AP GPP Business Operations Admin/Australia/Contr/IBM

apgppbot@au1.ibm.com Americas amergpp@us.ibm.com Europe GPP Operations Team/UK/IBM@IBMGB

GPPOPS@uk.ibm.com

BPDB focal point addresses • Yolanda Bush/Clearwater/IBM@IBMUS • Paula Luciene Oliveira Libardi/Brazil/IBM • Mrudul A Deshpande/India/IBM

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GITC addresses To: WW CRM GITC Data Changes/Dallas/IBM@IBMUS

cc: Rob Law/Endicott/Contr/IBM@IBMUS, Angela M Sammon/Cedar Rapids/IBM@IBMUS, Armistead C Fuller/Richmond/IBM@IBMUS, Renato Moscatello/Italy/IBM@IBMDE, Heidi St Germain/Germany/IBM@IBMDE, Chhaya Dixit/UK/IBM@IBMGB, Karen Woods/UK/IBM@IBMGB, Cristino F Javier/Baltimore/IBM@ibmus, Maria Herrera/Dallas/IBM@IBMUS

Navigating this guide

This guide consists of a series of separate documents. These documents are:

1. Overview 2. Deployment - BP Setup 3. Create Driver file 4. Validation Queries 5. Uploading to GSA and Advising GITC 6. Deployment Data Jobs 7. Daily Data Jobs – In OneIBM BP Infrastructure teamroom under GPP Operations Guide – working document 8. Exception Processing

WorkStation setup for creating the driver file (allowing execution of the validation process) 1. Create a new directory C:\BOT Files.

2. Create a sub-directory under C:\BOT Files\DB2 & Brio Files.

3. Create the directory C:\GPP_CRM_CONSLD. 4. Create the following sub-directories:

C:\GPP_CRM_CONSLD\BPDB\ C:\GPP_CRM_CONSLD\SUSE\ C:\GPP_CRM_CONSLD\CEID\ C:\GPP_CRM_CONSLD\SUSELOSER\

5. Copy the file Validate CRM GPP v5.1.bqy (use the latest version) into the C:\BOT Files directory. Location of files is to be determined. Robin to investigate.

6. Copy the file BPDB_FILE v6.xls (use the latest version) into the C:\BOT Files directory. 7. Copy the following files into the DB2 & Brio Files directory:

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• Amrpt75.oce • Aprpt75.oce • Emrpt75.oce • GPP Rpt Db.spf • Gpp rpt.oce • Siebel Rpt Db.spf

Requesting access to the reporting databases

Note: You need to create two requests, once for general Global Partner Portal Access and once for the specific/appropriate GEO. To request access to the reporting database, perform the following steps: 1. Click File-Database-Open. 2. In the Server field, type the Server Name: d01dbr03 3. Click Open.

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4. In the Filename field, type c_dir\crmrptrq.nsf.

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5. Press Enter. 6. Click the Close button if this is your first time accessing the database. 7. Click Create Request. 8. Click Retrieve BluePages Data.

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6. If the Job Role field is empty, complete it.

7. In the Business Justification field, provide a Business Justification. Here is an example:

8. Select the application for which you are requiring access, in this case, the Global Partner Profile Rpt DB (GPP R3.0 Prod).

9. Click the Supporting Group field arrow. 10. Click SVI (Software Value Incentive) 11. Click OK.

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12. Scroll down to fill in Security Segments (Security Segment One). Click the Segment Type field arrow.

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13. Click Worldwide (all the Acts in the Rpt DB). Once you choose that, the segment data fields and SubSegment data fields will also be automatically populated.

14. Click OK. The Segment fields are populated. 15. Leave Security Segment Two blank. Click the Additional Restricted Access Information field arrow.

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16. Click All Opportunities.

17. Click OK. 18. Type a justification in the Business Justification for Restricted Access field. Suggestion: Business Operations Team access

required to support deployment for Global Partner Portal. 19. Click Submit. Next, you need to create another request to access the reporting database for your Geo.

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20. Follow the same steps up to Step 8 (Requested Application): Which reporting database do you need to access? This time, select the appropriate geography production report, for example America's CRM Rpt DB (CRM R7.7 Prod). Note: Don't select pre-prod.

21. Click the Supporting Group field arrow. 22. Click PDT3 Bus Partners and click OK.

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22. Complete the rest of the form the same as you did before until you get to the Additional Restricted Access Information field.

Click the field arrow and click GEO GPP BOT access....

23. Click OK. 24. After you've filled out the rest of the fields, click Submit. .

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WorkStation setup for reporting database access You only have to do this one time:

1. Download Brio from ISSI. 2. Download IBM DB2 Connect Personal Edition V8.1 Fixpack 15 from ISSI. 3. To set up the DB2 and Brio connections, click Start-Settings-Control Panel.

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5. Doubleclick Administrative Tools.

6. Doubleclick Data Sources (ODBC). The ODBC data source administrator window opens.

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7. Click the User DSN tab.

8. Click Add. 9. Scroll to the Microsoft excel driver 10. Click to highlight it.

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11. Click Finish. The ODBC Microsoft Excel Setup screen appears.

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12. Type a Data Source Name of Winner.

13. Click Select Workbook.

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14. Navigate to the BOT directory.

15. Highlight Winner.xls. There is a version problem here. Winner.txt is no longer created by the macro. Might have to add

instructions here or fix the macro. Note: This step may be updated when Rob resolves issues associated with file versions and

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creation of Winner.xls file.

16. Click OK. 17. Click OK again. 18. Scroll down and verify the new data source.

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19. Once verified, click OK.

Note: You need to make sure you have the most recent version of the query.