IBM Passport Advantage FAQs

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PAO FAQ IBM Passport Advantage Online Delivers a secure Web-based tool to help you: Download product upgrades Manage account and contact-related information Generate reports Purchase new licenses View quotes, order status, Proofs-of-Entitlement and much more Use the index below to view a collection of frequently asked questions and answers Index of Questions by topic #Passport Advantage Online Access and Use #Passport Advantage Online Contacts #Downloading product upgrades #Passport Advantage Online reports Passport Advantage Online Access and Use 1. What is Passport Advantage Online [PAO]? Answer: Passport Advantage Online [PAO] is a secure Web-based application designed for IBM software clients and Business Partners. It requires registration and enables authorized users to manage virtually all aspects of their software buying and product download experience. Within PAO, users may view renewal quotes and Proof-of Entitlement certificates, buy new license, renew IBM Software Subscription and Support, manage account information and generate Site specific reports. Access to Passport Advantage Online is granted to your Site’s Primary Contact as part of the new license acquisition process. Your Site Primary Contact may then grant additional users authorized access to PAO to: Download enhancements to your licensed software under active S&S Purchase new licenses Renew your S&S View: o S&S quotes o Saved shopping carts o Order status o Proof-of-Entitlement certificates o Entitlement allocations Manage your account information including: o Contacts o Access privileges o eNotifications Generate reports including: o Active entitlements o Order history Revised: 20 March 2012 1

Transcript of IBM Passport Advantage FAQs

Page 1: IBM Passport Advantage FAQs

PAO FAQ

IBM Passport Advantage Online Delivers a secure Web-based tool to help you:

Download product upgrades Manage account and contact-related information Generate reports Purchase new licenses View quotes, order status, Proofs-of-Entitlement and much more

Use the index below to view a collection of frequently asked questions and answers

Index of Questions by topic #Passport Advantage Online Access and Use #Passport Advantage Online Contacts #Downloading product upgrades #Passport Advantage Online reports

Passport Advantage Online Access and Use 1. What is Passport Advantage Online [PAO]?

Answer: Passport Advantage Online [PAO] is a secure Web-based application designed for IBM

software clients and Business Partners. It requires registration and enables authorized users to

manage virtually all aspects of their software buying and product download experience. Within

PAO, users may view renewal quotes and Proof-of Entitlement certificates, buy new license,

renew IBM Software Subscription and Support, manage account information and generate Site

specific reports.

Access to Passport Advantage Online is granted to your Site’s Primary Contact as part of the new

license acquisition process. Your Site Primary Contact may then grant additional users

authorized access to PAO to:

Download enhancements to your licensed software under active S&S

Purchase new licenses

Renew your S&S

View:

o S&S quotes

o Saved shopping carts

o Order status

o Proof-of-Entitlement certificates

o Entitlement allocations

Manage your account information including:

o Contacts

o Access privileges

o eNotifications

Generate reports including:

o Active entitlements

o Order history

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o Migration history

o Downloads history Note: All features may not be available in all countries 2. How do I request ‘user’ access to Passport Advantage Online?

Answer: To request Passport Advantage Online ‘user’ access to an existing PAO Site:

Go to www.ibm.com/software/passportadvantage

Select the Passport Advantage Online [PAO] tab

Choose ‘Customer sign in’ or ‘Reseller sign in’

Enter your IBM ID and password

o If you do not yet have and IBM ID and password, you will need to create one

using the registration form provided

After entering your IBM ID and password, you will be prompted to complete a ‘Self-

nomination’ form. To complete the form you must:

o enter your ‘Site’ number

o check ‘No’ in the ‘I believe I am the Primary Contact for this Site’.

Your request will be forwarded to you Site’s Primary Contact for approval and you will

receive an email notification when you access to PAO has been approved.

3. Where can I get help with PAO access and other PAO use issues?

Answer: Please contact your local eCustomer Care team. To locate your local eCustomer Care team consult the eCustomer Care Contact Information directory.

4. What should I do if I can’t remember my ID or password?

Answer: Contact the eCustomer Care team for assistance. To locate your local eCustomer Care

team consult the eCustomer Care Contact Information directory.

Passport Advantage Online Contacts 5. What’s a Primary Contact? Administration Contact? Site Technical Contact? Who does

what?

Answer: The Primary Contact is your Site's designated contact for all IBM communications

regarding changes to the Agreement or other contractual issues. This contact is mandatory. If the

Primary Contact is the only contact specified, IBM will consider the Primary Contact to be the sole

contact for all purposes and will deliver communications for all 3 contact types

(Primary/Administrative/Technical) to your designated Primary Contact.

The Primary Contact is responsible for requesting and authorizing account information changes,

Web and tool access, and other related activities. Initially, ONLY the Primary Contact can give

access to other users, including approving users who self-nominate, but the Primary Contact can

create Secondary Contacts who may also perform such authorizations. The Primary Contact, plus

any other user the Primary Contact authorizes to do so, will have access to the Site’s Proofs of

Entitlement online via Passport Advantage Online.

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The Administration / Proof of entitlement Contact [if different from the Primary Contact] is

your Site's designated contact for all administrative documents including Software Subscription

and Support Renewal notices and Proofs of Entitlement. (unless overridden on a transactional

basis by your purchase order to IBM, where applicable), and other related communications.

Electronic Proofs of Entitlement may also be sent to your Business Partner when you obtain new

licenses or other Passport Advantage Eligible products through them.

The Site Technical Contact [if different from the Primary Contact] is responsible for overall

support compliance for your Passport Advantage Site. Also known as the Primary Site Technical

Contact [PSTC], your Site Technical Contact maintains authorizations for support-related Web

and tool access.

Additional contacts may include:

Software Subscription and Support Renewal Contact

Software Subscription and Support Media shipping contact

Billing contact.

For more information about PAO Contacts, roles and managing contact updates, please visit

Passport Advantage contacts.

6. What if the Primary Contact has left the company? How can a new Primary Contact be

named to the site?

Answer: If the current Primary Contact is no longer with the company, send an e-mail to the

eCustomer Care team. In your email state that the current Primary Contact is no longer with the

company and indicate who should now hold that role. Please include the Agreement/Site #, the

new contact’s full-name, email address and phone number.

7. Can I add, delete or update PAO contact information?

Answer: Yes, but only if you are the Primary Contact or have been delegated ‘Contact update’

privileges by you Site’s Primary Contact.

Downloading product upgrades 8. How do I download software upgrades to my licensed software?

Answer: Downloads and media are available from Passport Advantage Online. You will need an

IBM ID and password as well as PAO access and download privileges. PAO access and

download privileges are granted by your Site’s Primary Contact. To request download and media

access privileges, complete and submit a Self-Nomination form.

If you have software download and media access privileges

1. Go to www.ibm.com/software/passportadvantage and select the Passport Advantage

Online tab to sign in to Passport Advantage Online for customer.

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2. After signing in to Passport Advantage Online, choose software download and media

access from the left hand navigator.

3. Click “I agree” at bottom of page to proceed.

4. Select download finder, then select your preferred download options:

Download step by step

View my preferred download – if you have already created a download and

eNotification profile

View all my downloads

Find by description or part number

Find by categories

5. Select product[s] to download and continue.

6. Select the desired eAssembly (version, language, platform).

7. Review download options, select continue and review your download criteria

8. Choose – ‘I agree’ to begin download

Passport Advantage Online reports 9. What type of reports can I generate from Passport Advantage Online and how do I

access the reporting tool?

Answer: Reporting allows you to generate reports of your account activity, which can be viewed

online and downloaded. The following type of reports can be generated:

Active entitlements: Contains currently active entitlements. Allow’s you to query based on

type of entitlement (i.e., purchased, renewed, and allocated) and entitlement date range.

Active renewal quotes:Contains open renewal quotes for your site(s). Allows you to query

open quotes based on agreement number, site number, reseller number, quote number,

and/or renewal due date.

Order history: Contains orders placed by your site(s). Allows you to query based on type

of order (i.e., purchases, renewal, media) and sales order date range.

Migration history:Contains migrations completed by your site(s). Allows you to query

based on migration date.

Downloads history: Contains downloads completed by your site(s). Allows you to query

based on download date range. The download history report displays history according to

current agreement and site information on record.

10. How do I run reports in Passport Advantage Online

Answer: To run reports in Passport Advantage Online:

Sign in to your PAO Site with your IBM ID and password

Select Reporting – left hand NAV

Select report type to be generated – Active Entitlements, Active renewal quotes, Order

history, Migration history, Downloads history

Highlight your contract or contracts to report against

Select Type of entitlement to report - All, Purchased, Renewed, Allocated

Select Entitlement period - start date and end date

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PAO FAQ

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Select sort by criteria - agreement number, product, start date, Entitlement type

Submit detail report or save as draft