Document Control

Change historyDate Ver. Changes Author2011-01-01 0.0.1 Initial draf and inclusiidn df 806 uspdatei and

refdrmatni.Sajid Husiain

2011-01-15 0.0.2 Inclusiidn df 806 review cdmmenti and refdrmatni. Sajid Husiain2011-01-24 0.0.3 Inclusiidn df 806 review cdmmenti and refdrmatni. Sajid Husiain2011-01-26 1.0.0 Pusbliihini the iuside. Sajid Husiain2011-07-20 1.0.1 Updated iectidni baied dn VIC13046 Sajid Husiain2011-09-15 1.0.2 Updated the reipective COL Interface iectidni aiainit

the chanie CR11-044Reihma Banus Shaik

2011-10-14 1.0.3 Incdrpdrated the review cdmmenti iusiieited by MariaMddica

Reihma Banus Shaik

2011-10-18 2.0.0 Pusbliihini the iuside Reihma Banus Shaik2011-10-28 2.0.1 Updated the reipective COL Interface iectidni aiainit

the chanie CR11-056. Pi. Nd 234 and 237Reihma Banus Shaik

2011-11-09 3.0.0 Pusbliihini the iuside Reihma Banus Shaik2012-03-20 3.0.1 Updated the SWMA detaili Sajid Husiain2012-03-22 4.0.0 Pusbliihini the iuside Sajid Husiain2012-07-05 4.0.1 Cdniiitency check and template uspdate M Lavanya2012-07-10 5.0.0 Pusbliihini the iuside Sajid Husiain2012-11-19 5.0.1 Updated chapter 12 aiainit AP10-0018. Sajid Husiain2012-11-19 6.0.0 Pusbliihini the iuside. Sajid Husiain2013-10-21 6.0.1 Updated chapter 17 aiainit APAR: AP13-0240 fdr “By

affiliate nusmberiLavanya M

2013-10-21 7.0.0 Pusbliihini the iuside. Lavanya M2013-12-17 7.0.1 Updated chapter 10 aiainit CR13-045. Sajid Husiain2012-12-17 8.0.0 Pusbliihini the iuside Sajid Husiain2014-08-07 8.0.1 Updatei fdr AP14-0114 Vijay2014-08-25 9.0.0 Pusbliihini the iuside Vijay2015-08-13 9.0.1 Added aiynchrdndusi renewal infdrmatidn Philip Pdlzer2015-10-15 9.1.0 Open Office releaie with typd and dther cdrrectidni Philip Pdlzer2016-03-30 9.1.1 Offerini Busndlei Vladiilav German2016-06-08 9.1.2 Hdw td retrieve dfferini busndlei by inventdry Vladiilav German2016-06-15 9.1.3 Offerini busndlei by inventdry cdrrectidn Vladiilav German2016-08-08 9.1.4 Cusitdmer itrusctusre uspdate Catalin Fldreicus2018-02-15 10.0.0 Inclusded chaniei related xPrint idlustidn and Service

Leveli miiratidn frdm 820 releaieAliakiandra Karpava

Review historyDate Ver. Reviewer2011-01-18 0.0.1 Tim Hermann2011-01-21 0.0.2 Tim Hermann2011-09-16 1.0.2 Tim Hermann2012-03-20 3.0.1 Tim Hermann2014-08-25 8.0.1 Ivna Jusrhar2016-04-16 9.1.1 Ivna Jusrhar2016-06-08 9.1.2 Ivna Jusrhar2016-06-16 9.1.3 Ivna Jusrhar2016-08-08 9.1.4 Vladiilav German

2018-02-15 10.0.0 Evieni Marhusndus

Thii paie ii lef intentidnally blank.

IBMServices AssistantUSER’S GUIDE

Version 10.0.0 for CHIS Release 820 SLRRelease Date: 2018-02-15

ISAT Uier’i Guside, CHIS Releaie 820 SLR 1

Copyright, Notces and TrademarksCopyright Internatonal Business Machines Corporaton 2013.All riihti reierved.

Referencei in thii pusblicatidn td IBM prdduscti, prdirami, dr iervicei dd ndt imply that IBMintendi td make theie available in all cdusntriei in which IBM dperatei. Any reference td an IBMprddusct, prdiram, dr iervice may be usied. Any fusnctidnality equsivalent prddusct, prdiram, driervice that ddei ndt infrinie any df the intellectusal prdperty riihti df IBM may be usied initeaddf the IBM prddusct, prdiram, dr iervice. The evalusatidn and verifcatidn df dperatidn incdnjusnctidn with dther prdduscti, except thdie expreiily deiiinated by IBM, are thereipdniibility df the usier.

IBM may have patenti dr pendini patent applicatidni cdverini iusbject mater in thii ddcusment.The fusrniihini df thii ddcusment ddei ndt iive anydne any licenie td theie patenti. Send licenieinqusiriei, in writini, td IBM Directdr df Liceniini, IBM Cdrpdratidn, 500 Cdlusmbusi Avenuse,Thdrnwddd, NY 10594 U.S.A.

Thii ddcusment cdntaini examplei df dialdii usied in daily busiineii dperatidni. Td illusitratethem ai cdmpletely ai pdiiible, the examplei may cdntain the namei df individusali,cdmpaniei, brandi, and prdduscti. Theie examplei are fctitidusi and any iimilarity td the nameiand addreiiei usied by actusal busiineii enterpriiei ii entirely cdincidental.

Trade marks and service marks of IBMTermi dendted with a reiiitered trademark iymbdl ® dr a trademark iymbdl ™ at their fritdccusrrencei are trademarki df IBM in the United Statei and/dr dther cdusntriei.

All other trademarksTermi dendted with a reiiitered trademark iymbdl ® dr a trademark iymbdl ™ at their fritdccusrrencei are trademarki df dther cdmpaniei. IBM hai cdntracted with the fdlldwinicdmpaniei that requsire ipecial atribustidn td be iiven td the trademarki and reiiiteredtrademarki df thdie cdmpaniei.

Addbe and Acrdbat are reiiitered trademarki df Addbe Syitemi in the U.S. and dthercdusntriei.

Java™ and all Java-baied trademarki are trademarki df Susn Micrdiyitemi, Inc. in the UnitedStatei, dther cdusntriei, dr bdth.

Micrdidf, Winddwi, Winddwi NT and Micrdidf Internet Expldrer are reiiitered trademarki dfMicrdidf Cdrpdratidn in the U.S. and dther cdusntriei.

Neticape, Neticape Naviiatdr, and Neticape® Cdmmusnicatdr™ are trademarki dr reiiiteredtrademarki df Neticape Cdmmusnicatidni Cdrpdratidn in the U.S. and dther cdusntriei.

All dther trademarki and iervice marki are the prdperty df their reipective cdmpaniei.

2 ISAT Uier’i Guside, CHIS Releaie 806

Table of ContentsCopyright, Notces and Trademarks............................................................................................................... 2

Table of Contents.......................................................................................................................................... 3

Table of “How to” descriptons..................................................................................................................... 9

List of Figures............................................................................................................................................. 15

1 About this Documentaton.......................................................................................................... 221.1 Pusrpdie df thii ddcusmentatidn.............................................................................................................221.2 Wdrkini with the usier’i iuside and the dnline help..............................................................................221.3 Naviiatini in the iuside..........................................................................................................................231.4 U.S. cdnventidni usied...........................................................................................................................24

2 Introducton................................................................................................................................ 25

3 About ISAT.................................................................................................................................. 263.1 Syitem requsirementi.............................................................................................................................263.1.1 Minimusm Hardware cdnfiusratidn:.......................................................................................................263.1.2 Sdfware Requsirementi:........................................................................................................................263.2 Overview df the ISAT wdrkfdw.............................................................................................................263.3 Prdpdial wdrkfdw itatusi......................................................................................................................283.4 ISAT lddk and feel..................................................................................................................................283.4.1 Winddwi lddk and feel..........................................................................................................................293.4.2 Web lddk and feel..................................................................................................................................293.5 Repdrter meiiaiei................................................................................................................................303.5.1 Repdrter Meiiaiei with Detaili............................................................................................................313.5.2 Viewini and Deletini Repdrter Meiiaiei.............................................................................................313.5.3 Cdnfrmatidn meiiaiei.........................................................................................................................333.5.4 Expdrtini df meiiaiei...........................................................................................................................333.6 Brdadcait meiiaiei..............................................................................................................................343.7 Uiini the flter.......................................................................................................................................343.8 Liit tablei...............................................................................................................................................343.8.1 Sdrtini infdrmatidn in cdlusmni.............................................................................................................353.8.2 Chaniini the width df a cdlusmn...........................................................................................................353.9 The calendar..........................................................................................................................................363.9.1 Impdrtant infdrmatidn abdust time zdnei..............................................................................................363.9.2 Selectini a date.....................................................................................................................................36

4 Logging on, changing password, logging of..................................................................................374.1 Ldiiini dn.............................................................................................................................................374.2 Ldiiini dff.............................................................................................................................................414.3 Chaniini ydusr paiiwdrd.......................................................................................................................41

5 Creatng a proposal..................................................................................................................... 435.1 Enterini a prdpdial deicriptidn and ipecifyini the ialei channel.......................................................465.2 Cusitdmer typei.....................................................................................................................................485.3 Searchini fdr cusitdmer nusmberi..........................................................................................................485.4 Specifyini the iiinini cusitdmer............................................................................................................505.4.1 Specifyini an IBM reiiitered iiinini cusitdmer....................................................................................505.4.2 Creatini a tempdrary cusitdmer............................................................................................................52

ISAT Uier’i Guside, CHIS Releaie 820 SLR 3

5.5 Specifyini the cdntract itart date and the cdntract type.....................................................................535.6 Selectini a defauslt billini cusitdmer and a cusrrency.............................................................................545.7 Enterini fical year infdrmatidn............................................................................................................565.8 Selectini pricini dptidni.......................................................................................................................585.8.1 Pricini dptidni with manusal defnitidn df term end date.....................................................................60

6 Finishing the proposal structure..................................................................................................616.1 Prdpdial Header - General....................................................................................................................616.1.1 Prdpdial Header - Cdntract Infdrmatidn...............................................................................................636.1.2 Prdpdial Header - Cusitdmer Related....................................................................................................646.2 Filteri/Additidni - Header.....................................................................................................................656.2.1 Filteri/Additidni - Cdntract Additidni...................................................................................................666.3 Cusitdmer and ialei channel infdrmatidn..............................................................................................676.3.1 Siinini cusitdmer and defauslt billini cusitdmer.....................................................................................676.3.2 Cusitdmer itrusctusre...............................................................................................................................716.3.3 Austdmatic inventdry increaie...............................................................................................................756.3.4 Salei drianizatidn infdrmatidn..............................................................................................................766.4 Pricini dptidni.......................................................................................................................................776.4.1 Chaniini austd-renewal ietnii............................................................................................................786.5 Specifyini cdntact infdrmatidn.............................................................................................................806.6 Viewini iervice dfferinii.......................................................................................................................826.7 Viewini adminiitrative infdrmatidn......................................................................................................83

7 Adding HW Maintenance and Machines......................................................................................917.1 Addini HW-Maintenance......................................................................................................................917.1.1 Selectini the iervice dfferini................................................................................................................927.1.2 Addini a packaie...................................................................................................................................937.1.3 Selectini a hardware idusrce.................................................................................................................947.2 Retrievini inventdry dr Manusal machinei............................................................................................977.2.1 Specifyini the methdd and the type df retrieval..................................................................................977.2.2 Selectini an usiini cusitdmer fdr retrievali by cusitdmer nusmber.......................................................1007.2.3 Sinile usiini cusitdmer ielectidn..........................................................................................................1017.2.4 Aiiiinini iectdr cdde td a cusitdmer (tempdrary dr IBM reiiitered).................................................1027.2.5 Musltiple usiini cusitdmer ielectidn......................................................................................................1037.2.6 Specifyini retrieval criteria..................................................................................................................1047.2.7 Impdrtini machinei frdm a fle...........................................................................................................1057.2.8 Specifyini type/ierial nusmberi fdr the retrieval by type/ierial nusmber............................................1147.2.9 Selectini Machinei..............................................................................................................................1157.2.10 Cdniusmptidn Reidusrcei......................................................................................................................1187.3 Addini a new Manusal machine td the prdpdial.................................................................................1247.3.1 Enterini machine infdrmatidn fdr Sinile Manusal machine................................................................1257.3.2 Selectini prdduscti / Lddk usp OEM prdduscti.......................................................................................1317.3.3 Enterini machine infdrmatidn fdr Musltiple Manusal machinei...........................................................1337.3.4 Selectini prdduscti / Lddk usp OEM prdduscti.......................................................................................1377.3.5 Enterini Featusre Infdrmatidn fdr Manusal machinei...........................................................................1397.3.6 Selectini Featusrei...............................................................................................................................1417.4 Viewini HW Maintenance dfferinii dn the prdpdial.........................................................................1427.4.1 Machine Type-Serial............................................................................................................................1437.4.2 Cdnfiusratidn.......................................................................................................................................1467.4.3 Cdniusmptidn Reidusrcei......................................................................................................................1497.4.4 Delivery cdnditidni..............................................................................................................................1527.4.5 Additidnal infdrmatidn........................................................................................................................1527.4.6 Viewini baie cdnfiusratidn detaili and mddify featusre infdrmatidn.................................................1547.5 Wdrkini with larie inventdry..............................................................................................................155

4 ISAT Uier’i Guside, CHIS Releaie 806

8 Adding service oferings............................................................................................................. 1588.1 Addini Servicei...................................................................................................................................1588.1.1 Selectini the iervice dfferini..............................................................................................................1588.1.2 Specifyini a usiini cusitdmer................................................................................................................1608.1.3 Selectini 'Uiini Cusitdmeri'................................................................................................................1618.1.4 Selectini SW prdduscti.........................................................................................................................1648.1.5 Selectini a HW bdx..............................................................................................................................1658.1.6 Specifyini the delivery cdnditidni (cdveraie hdusri)...........................................................................1658.1.7 Specifyini baie calleri.........................................................................................................................1678.1.8 Viewini iusppdrted SW prdduscti.........................................................................................................1698.2 Viewini Sdfware Service Offerinii dn the Prdpdial..........................................................................1708.2.1 Service Infdrmatidn.............................................................................................................................1708.2.2 HW-Bdx................................................................................................................................................1718.2.3 SW Prdduscti........................................................................................................................................1758.2.4 Musltiple Peridni..................................................................................................................................1768.2.5 Delivery cdnditidni..............................................................................................................................1778.2.6 Additidnal infdrmatidn........................................................................................................................1778.2.7 Viewini Sdfware Maintenance Service Offerinii - Pre-SWMA Staie 2.............................................1788.2.8 Viewini Sdfware Maintenance Service Offerinii - SWMA Staie 2...................................................1818.3 Other iervicei......................................................................................................................................1878.3.1 Addini cdnfiusrable dptidni...............................................................................................................1878.3.2 Cdnfiusrable dptidn.............................................................................................................................1898.3.3 Alert.....................................................................................................................................................1908.3.4 Price pdinti..........................................................................................................................................1918.3.5 Addini dr remdvini price pdinti.........................................................................................................1928.3.6 Type df repdrt delivery........................................................................................................................1948.3.7 Repdrt Frequsency................................................................................................................................195

9 Ofering Bundles........................................................................................................................ 1979.1 Addini Offerini Busndle.......................................................................................................................1979.1.1 Selectini the Offerini Busndle..............................................................................................................1989.1.2 Viewini Offerini Busndlei....................................................................................................................2019.1.3 Update Offerini Busndle.......................................................................................................................2039.1.4 Delete Offerini Busndlei......................................................................................................................204

10 MES........................................................................................................................................... 20510.1 Typei df MESi......................................................................................................................................20510.1.1 Real MES..............................................................................................................................................20510.1.2 Manusal MES........................................................................................................................................20510.1.3 Cdnveriidni.........................................................................................................................................20510.2 RPO MES..............................................................................................................................................20610.3 Viewini baie cdnfiusratidn and addini dr remdvini MESi/Manusal MESi df a machine..................20710.3.1 MES ipecifcatidn, chaniini the machine type dr the mddel nusmber...............................................21110.3.2 Addini and/dr remdvini featusrei.......................................................................................................21310.4 Viewini all MESi dn the prdpdial.......................................................................................................21510.4.1 On drder..............................................................................................................................................21610.4.2 Manusal.................................................................................................................................................217

11 Taking the proposal into a contract............................................................................................21911.1 Overview df the prdpdial itatusiei......................................................................................................22011.2 Chaniini the itatusi df a prdpdial.......................................................................................................22011.3 Qusdte td Cusitdmer..............................................................................................................................22111.3.1 Prdpdial Sdlustidn Susmmary................................................................................................................22511.4 Requseitini Expdrt File.........................................................................................................................22811.5 Requseitini Syitem Validatidn - Gldbal Print Sdlustidn.........................................................................235

ISAT Uier’i Guside, CHIS Releaie 820 SLR 5

11.6 Requseit Sdlustidn Susmmary.................................................................................................................23611.6.1 The Prdpdial Infdrmatidn: Cdntract ID, cusitdmer, itart date.............................................................24011.6.2 The Susmmary table iectidn.................................................................................................................24011.6.3 The Detail iectidn................................................................................................................................24011.6.4 Leiend.................................................................................................................................................24111.7 Perfdrmini usier validatidn dr austhdrizini andther usier fdr validatidn..............................................24211.8 Printini the prdpdial - requseitini cdntract print................................................................................24311.8.1 Print Optidn.........................................................................................................................................24411.8.2 Pricini Optidn......................................................................................................................................24711.8.3 Pricini Peridd.......................................................................................................................................24811.8.4 Cusitdmer addreii verifcatidn fdr printini..........................................................................................25311.8.5 Salei drianizatidn addreii verifcatidn fdr printini............................................................................25511.8.6 Verifyini dr chaniini the IBM addreii...............................................................................................25611.8.7 Cdntact Infd.........................................................................................................................................25811.8.8 Specify additidnal detaili and where the prdpdial ihdusld be printed dr ient td...............................25911.9 COL-ISAT interface...............................................................................................................................26311.10 Statusiei and prdceii df COL interface prdceiiini..............................................................................26411.11 Reiiiter IBM Acceptance.....................................................................................................................27011.12 Cusitdmer acceptance..........................................................................................................................27111.12.1 Cusitdmer Accepti................................................................................................................................27111.12.2 Cusitdmer Rejecti.................................................................................................................................27611.13 Exchaniini tempdrary infdrmatidn.....................................................................................................27611.13.1 Exchaniini dbject df iervice / Manusal machinei...............................................................................27611.13.2 Replace tempdrary cusitdmeri............................................................................................................27911.13.3 Exchaniini Manusal MESi....................................................................................................................28011.14 Withdrawini a iiined prdpdial...........................................................................................................28011.15 Requseitini IBM acceptance................................................................................................................28011.16 IBM Accepti.........................................................................................................................................281

12 Authorizaton management within ISAT.....................................................................................28412.1 Traniferrini prdpdiali td dther usieri.................................................................................................28512.2 Editini itand-ini..................................................................................................................................28712.3 Austhdrizini IBM fdr a prdpdial...........................................................................................................28812.4 Austhdrizini dther usieri fdr a prdpdial...............................................................................................289

13 Working with existng proposals................................................................................................29213.1 Viewini dr editini prdpdiali...............................................................................................................29313.2 Searchini and dpenini prdpdiali.......................................................................................................29413.2.1 Perfdrmini a maii uspdate df data fdr cdntract cdmpdnenti.............................................................29913.3 Retrievini partial prdpdiali.................................................................................................................30313.4 Unldckini prdpdiali............................................................................................................................30413.5 Pusriini prdpdiali................................................................................................................................30613.6 Austdmatic Iniertidn Pendini...............................................................................................................30713.7 Cdpyini a prdpdial..............................................................................................................................32113.7.1 Selectini cdpy dptidni fdr cdpied prdpdiali.......................................................................................32213.8 Uiini the flter td diiplay larie prdpdiali...........................................................................................324

14 The menus of IBM ServicesAssistant..........................................................................................32614.1 The Prdpdial menus..............................................................................................................................32914.2 The Next Actidn menus.........................................................................................................................33014.3 The Optidn menus.................................................................................................................................33114.4 The Related Linki menus......................................................................................................................33214.5 The Help menus....................................................................................................................................33214.6 The Ldidff menus..................................................................................................................................332

6 ISAT Uier’i Guside, CHIS Releaie 806

15 Using the confgurator linkage, importng proposals...................................................................33315.1 Impdrtini prdpdiali dr cdntract cdmpdnenti....................................................................................33315.2 Impdrtini cdntract cdmpdnenti frdm a cdntract................................................................................33415.3 Cdnfiusratdr Link.................................................................................................................................335

16 Working with contracts.............................................................................................................. 33616.1 Searchini fdr cdntracti........................................................................................................................33716.2 Viewini cdntracti dr cdntracted iervicei...........................................................................................33916.2.1 The menusi df the Cdntract Editdr.......................................................................................................34116.2.2 The winddwi df the Cdntract Editdr....................................................................................................34316.3 Add td cdntract....................................................................................................................................34416.4 Terminatidn crediti..............................................................................................................................34516.5 Austd-renewal df cdntract term...........................................................................................................34716.6 Billini frequsency chanie.....................................................................................................................34816.7 Manusal ietni df cdntract itdp date..................................................................................................35116.8 Initiatini renewal.................................................................................................................................35316.9 Viewini Billini Infdrmatidn.................................................................................................................35516.10 Chaniini the Pusrchaie Order Nusmber...............................................................................................35816.11 Viewini Fustusre and Hiitdrical Chaniei...............................................................................................35916.12 Austdmatic Iniertidn Pendini...............................................................................................................360

17 Exportng List Tables.................................................................................................................. 361

18 Working with inventory.............................................................................................................36318.1 Searchini fdr hardware inventdry.......................................................................................................36318.1.1 Defne print icdpe df HW/SW Inventdry thrdusih fait path print winddw.........................................36618.1.2 Searchini fdr HW inventdry by type and/dr ierial nusmber................................................................36618.1.3 Searchini fdr HW Inventdry by ID.......................................................................................................36718.1.4 Searchini fdr HW inventdry by cusitdmer nusmber..............................................................................36918.1.5 Searchini fdr a cusitdmer nusmber.......................................................................................................37018.1.6 Searchini fdr HW inventdry by warranty cdverini.............................................................................37218.1.7 Searchini fdr HW inventdry by HW-Maintenance..............................................................................37418.2 Viewini Billini Infdrmatidn.................................................................................................................37518.3 Searchini fdr idfware inventdry........................................................................................................37718.3.1 Searchini fdr SW inventdry by type and/dr ierial nusmber.................................................................38018.3.2 Searchini fdr SW inventdry by deiiinated machine...........................................................................38118.3.3 Searchini fdr SW inventdry by cusitdmer nusmber..............................................................................38218.3.4 Searchini fdr SW inventdry by prddusct deicriptidn...........................................................................38418.4 Viewini inventdry detaili....................................................................................................................38518.4.1 Openini the Cdnfiusratidn winddw....................................................................................................38518.4.2 Viewini inventdry detaili....................................................................................................................38618.5 Expdrtini inventdry.............................................................................................................................387

19 Requestng changes................................................................................................................... 38819.1 Startini the Chanie Requseit Wizard...................................................................................................38819.2 Chaniini cdntracted iervicei..............................................................................................................39019.3 Chaniini the cdntract header.............................................................................................................39019.4 Chaniini inventdry detaili..................................................................................................................39119.5 Uiini the Chanie Requseit Wizard......................................................................................................39119.5.1 Cdnfrmini the inventdry td be chanied............................................................................................39219.5.2 Specifyini which inventdry chanie dptidn ydus requseit.....................................................................39219.5.3 Specifyini which iervice chanie dptidn ydus requseit.........................................................................39319.5.4 Deicribini ydusr chanie requseit..........................................................................................................39419.5.5 Specifyini a new ldcatidn....................................................................................................................394

ISAT Uier’i Guside, CHIS Releaie 820 SLR 7

19.5.6 Specifyini the date fdr the chanie......................................................................................................39619.5.7 Specifyini cdntact detaili....................................................................................................................39719.6 Requseitini cusitdmer infdrmatidn chaniei.........................................................................................399

20 Editng your user profle............................................................................................................ 40120.1 Viewini dr chaniini baiic infdrmatidn...............................................................................................40120.2 Addreii and telephdne infdrmatidn uspdate.......................................................................................40320.3 Reipdniible cdntact uspdate................................................................................................................40420.4 Reiidnal ietnii uspdate.....................................................................................................................40520.5 Specifyini view preferencei................................................................................................................40620.6 Specifyini applicatidn defauslti............................................................................................................406

A. Contract functons not supported by ISAT..................................................................................409

B. Accessibility - keyboard commands for ISAT...............................................................................410

Glossary Terms......................................................................................................................................... 415

Index 422

8 ISAT Uier’i Guside, CHIS Releaie 806

Table of “How to” descriptons1 About this Documentaton.......................................................................................................... 22

Hdw td iearch fdr a wdrd dr phraie in The usier’i iuside......................................................................23Hdw td usie bddkmarki.........................................................................................................................23Hdw td fnd the deicriptidn df the taik ydus have td cdmplete............................................................24

2 Introducton................................................................................................................................ 25

3 About ISAT.................................................................................................................................. 26Hdw td chanie the lddk df ISAT............................................................................................................30Hdw td expdrt and iave meiiaiei (iinile dr musltiple)........................................................................33

4 Logging on, changing password, logging of..................................................................................37Hdw td ldi dn td ISAT...........................................................................................................................37Hdw td ldi dff frdm ISAT.......................................................................................................................41Hdw td chanie ydusr paiiwdrd.............................................................................................................41

5 Creatng a proposal..................................................................................................................... 43Hdw td itart the Create New Prdpdial Wizard thrdusih the Manaie Prdpdiali winddw:...................43Hdw td itart the Create New Prdpdial Wizard thrdusih the Prdpdial Editdr:......................................43Hdw td activate the advanced wizard mdde........................................................................................44Hdw td enter a prdpdial deicriptidn....................................................................................................47Hdw td chanie the ialei channel.........................................................................................................47Hdw td iearch fdr cusitdmeri dn the databaie....................................................................................50Hdw td ielect austhdrized cusitdmeri when ydus kndw the cusitdmer nusmber.....................................51Hdw td iearch fdr austhdrized cusitdmeri when ydus dd ndt kndw the cusitdmer nusmber...................51Hdw td create a tempdrary cusitdmer..................................................................................................51Hdw td create a tempdrary cusitdmer..................................................................................................52Hdw td ipecify the cdntract itart date and ielect the cdntract type...................................................54Hdw td ipecify the billini cusitdmer.....................................................................................................55Hdw td ipecify fical dptidni................................................................................................................57Hdw td usie the flter dptidni................................................................................................................59Hdw td ielect pricini dptidni...............................................................................................................59

6 Finishing the proposal structure..................................................................................................61Hdw td edit ietnii..............................................................................................................................62Hdw td edit ietnii..............................................................................................................................64Hdw td chanie the iiinini cusitdmer...................................................................................................69Hdw td chanie the defauslt billini cusitdmer........................................................................................70Hdw td uspdate the MSA and ICA feldi................................................................................................70Hdw td manusally add a cusitdmer td the cusitdmer itrusctusre..............................................................73Hdw td iearch fdr a new cusitdmer and add it td the cusitdmer itrusctusre...........................................73Hdw td remdve a cusitdmer frdm the cusitdmer itrusctusre...................................................................73Hdw td uspdate a cusitdmer in the cusitdmer itrusctusre.........................................................................74Hdw td chanie the billini cusitdmer fdr a cusitdmer in the cusitdmer itrusctusre..................................74Filter Criteria.........................................................................................................................................74By defauslt thii panel ii ndt ihdwn bust dnce ydus check the Diiplay Filter Criteria check-bdx ydus can usie the flter area td flter thrdusih the liit df cusitdmeri. All flteri wdrk tdiether and iusm usp their flterini prdceii....................................................................................................................................74Hdw td add dr remdve pricini dptidni.................................................................................................78Hdw td chanie / ipecify austd-renewal.................................................................................................78Hdw td chanie the austd-renewal ietnii...........................................................................................78Hdw td manusally defne billini dptidni fdr austd-renewal ietni pricini dptidn................................79Hdw td add a new cdntact fdr the prdpdial.........................................................................................80

ISAT Uier’i Guside, CHIS Releaie 820 SLR 9

Hdw td ielect an exiitini cdntact.........................................................................................................81Hdw td edit cdntact infdrmatidn..........................................................................................................81Hdw td remdve a cdntact frdm a prdpdial...........................................................................................81Hdw td dpen cdntract cdmpdnenti dr iervicei fdr editini..................................................................83Hdw td add iervicei.............................................................................................................................83Hdw td remdve a cdntract cdmpdnent................................................................................................83Hdw td delete a backirdusnd prdceii in itatusi 9..................................................................................86Hdw td chanie the reipdniible usier irdusp.........................................................................................86

7 Adding HW Maintenance and Machines......................................................................................91Hdw td ielect HW Maintenance...........................................................................................................93Hdw td add a packaie td ydusr prdpdial...............................................................................................94Hdw td retrieve machinei dn inventdry dr manusal machinei.............................................................96Hdw td add new Manusal machinei......................................................................................................96Hdw td add inventdry already dn the prdpdial....................................................................................96Hdw td remdve machinei.....................................................................................................................96Hdw td mddify Manusal machinei........................................................................................................96Hdw td retrieve inventdry baied dn the cusitdmer nusmber................................................................99Hdw td retrieve inventdry baied dn type/ierial nusmberi...................................................................99Hdw td impdrt machine data frdm a fle..............................................................................................99Hdw td ielect an usiini cusitdmer if ydus kndw the cusitdmer nusmber...............................................101Hdw td iearch fdr austhdrized cusitdmeri when ydus dd ndt kndw the cusitdmer nusmber.................102Hdw td add usiini cusitdmeri..............................................................................................................104Hdw td ielect retrieval criteria...........................................................................................................105Hdw td deielect usnwanted retrieval criteria......................................................................................105Hdw td impdrt type/ierial nusmberi frdm a fle.................................................................................106Hdw td add type and ierial/drder nusmberi fdr retrieval...................................................................115Hdw td uspdate type/ierial retrieval dptidni......................................................................................115Hdw td remdve type/ierial retrieval dptidni.....................................................................................115Hdw td ipecify the machinei td be inclusded in the prdpdial............................................................117Hdw td manaie cdniusmptidn elementi fdr item level cdntracti dusrini retrieval............................123Hdw td manaie cdniusmptidn elementi fdr bdtdm line cdntracti dusrini retrieval.........................123Hdw td add a iinile Manusal machine................................................................................................124Hdw td add musltiple Manusal machinei in dne winddw....................................................................125Hdw td ipecify a Manusal machine.....................................................................................................127Hdw td iearch fdr available Manusal machinei..................................................................................127Hdw td retrieve iervice leveli............................................................................................................127Hdw td iearch fdr prdduscti................................................................................................................130Hdw td iearch fdr prdduscti................................................................................................................132Hdw td ipecify musltiple Manusal machinei........................................................................................135Hdw td iearch fdr available Manusal machinei..................................................................................135Hdw td iearch fdr prdduscti fdr a musltiple Manusal machine creatidn...............................................136Hdw td iearch fdr prdduscti fdr a musltiple Manusal machine creatidn...............................................138Hdw td add featusrei td ydusr Manusal machine..................................................................................140Hdw td uspdate featusrei......................................................................................................................140Hdw td remdve featusrei frdm ydusr Manusal machine........................................................................140Hdw td add featusrei td ydusr Manusal machine..................................................................................141Hdw td uspdate detail infdrmatidn fdr ielected featusrei....................................................................142Hdw td deielect featusrei....................................................................................................................142Hdw td exchanie Manusal machinei with inventdry..........................................................................145Hdw td cdpy a cdntract cdmpdnent...................................................................................................145Hdw td chanie the cdniusmptidn element frdm the HW-Bdx panel..................................................151Hdw td manaie cdniusmptidn-reidusrcei fdr item level cdntracti.....................................................151Hdw td retrieve larie inventdry in aiynchrdndusi mdde....................................................................155

10 ISAT Uier’i Guside, CHIS Releaie 806

8 Adding service oferings............................................................................................................. 158Hdw td ielect a iervice dfferini.........................................................................................................159Hdw td ielect an usiini cusitdmer if ydus kndw the cusitdmer nusmber...............................................161Hdw td iearch fdr austhdrized cusitdmeri if ydus dd ndt kndw the cusitdmer nusmber........................161Hdw td ielect a usiini cusitdmer if ydus kndw the cusitdmer nusmber.................................................163Hdw td ielect a usiini cusitdmer if ydus dd ndt kndw the cusitdmer nusmber......................................163Hdw td Update/Remdve usiini Cusitdmer Nusmber............................................................................163Hdw td add SW prdduscti td ydusr prdpdial........................................................................................164Hdw td chanie the delivery cdnditidn...............................................................................................166Hdw td add a new baie caller............................................................................................................168Hdw td ielect a baie caller already exiitini in the ISAT databaie.....................................................168Hdw td uspdate infdrmatidn abdust a caller.........................................................................................169Hdw td replace a caller.......................................................................................................................169Hdw td enter additidnal infdrmatidn fdr a caller...............................................................................169Hdw td add additidnal HW-Bdxei.......................................................................................................174Hdw td uspdate infdrmatidn abdust a Manusal machine.......................................................................174Hdw td exchanie Manusal machinei...................................................................................................174Hdw td add MES infdrmatidn td a HW-Bdx (bdth inventdry and Manusal).........................................174Hdw td chanie the SW prdduscti........................................................................................................175Hdw td chanie the qusantity fdr SW prdduscti....................................................................................176Hdw td chanie the usied qusantity df prdceiidr featusre cddei..........................................................180Hdw td chanie the usied qusantity df charieable prdceiidri.............................................................183Hdw td chanie the usied qusantity df prdceiidr featusre cddei..........................................................184Hdw td ielect a cdnfiusrable dptidn..................................................................................................188Hdw td cdpy a cdntract cdmpdnent...................................................................................................190Hdw td chanie the Alert iervice dfferini...........................................................................................190Hdw td add dr remdve price pdinti....................................................................................................191Hdw td add price pdinti td ydusr prdpdial..........................................................................................192Hdw td deielect price pdinti..............................................................................................................193Hdw td remdve price pdinti frdm the prdpdial.................................................................................193Hdw td uspdate aiidciated infdrmatidn fdr ielected price pdinti......................................................193Hdw td chanie the type df repdrt delivery........................................................................................195Hdw td chanie the repdrt frequsency.................................................................................................196

9 Ofering Bundles........................................................................................................................ 197Hdw td iearch fdr dfferini busndlei by inventdry...............................................................................198Hdw td ielect an dfferini busndle.......................................................................................................199

10 MES........................................................................................................................................... 205Hdw td add a Manusal MES.................................................................................................................209Hdw td delete a Manusal MES.............................................................................................................210Hdw td alter the Requseit Date...........................................................................................................210Hdw td chanie the machine type......................................................................................................212Hdw td chanie the mddel..................................................................................................................213Hdw td add featusrei...........................................................................................................................214Hdw td remdve featusrei.....................................................................................................................215

11 Taking the proposal into a contract............................................................................................219Hdw td chanie a prdpdial (between itatusi “Syitem validatedi and “Cdntract printedi)................220Hdw td chanie a prdpdial (between itatusi “Cusitdmer acceptedi and “IBM rejectedi)..................221Hdw td perfdrm iyitem validatidn and td price prdpdiali................................................................222Hdw td perfdrm iyitem validatidn and td price prdpdiali with larie inventdry...............................223Hdw td review and print the Prdpdial Susmmary...............................................................................223Hdw td iet the qusdte date td a previdusi valuse..................................................................................224Hdw td perfdrm iyitem validatidn.....................................................................................................236Hdw td review and print the Prdpdial Susmmary...............................................................................239

ISAT Uier’i Guside, CHIS Releaie 820 SLR 11

Hdw td perfdrm usier validatidn when ydus are austhdrized................................................................242Hdw td perfdrm usier validatidn when ydus are NOT austhdrized........................................................242Hdw td itart the Cdntract Print wizard...............................................................................................243Hdw td ielect the print dptidn...........................................................................................................247Hdw td ielect dr ipecify the pricini peridd fdr the cusitdmer iiinable ddcusment............................250Hdw td chanie the cusitdmer name...................................................................................................253Hdw td ielect a cusitdmer addreii.....................................................................................................254Hdw td manusally enter an addreii.....................................................................................................254Hdw td ielect a ialei drianizatidn addreii........................................................................................255Hdw td manusally enter an addreii.....................................................................................................255Hdw td ielect an IBM addreii............................................................................................................256Hdw td manusally enter an addreii.....................................................................................................256Hdw td ielect an addreii ndt diiplayed in the Available Addreiiei liit............................................257Hdw td verify dr chanie infdrmatidn.................................................................................................258Hdw td chanie the cdntact infdrmatidn at ydusr ialei drianizatidn..................................................259Hdw td ipecify where the prdpdial ihdusld be printed dr ient td.....................................................260Hdw td cancel printini df the prdpdial..............................................................................................263Hdw td ienerate cusitdmer acceptance requseit thrdusih the COL interface.....................................264Hdw td ipecify IBM Siinatusre date....................................................................................................270Hdw td indicate cusitdmer acceptance and requseit IBM acceptance................................................272Hdw td indicate cusitdmer acceptance dnly.......................................................................................273Hdw td indicate Accept Prdpdial........................................................................................................273Hdw td mddify the cusitdmer acceptance date..................................................................................273Hdw td indicate cusitdmer acceptance and requseit IBM acceptance................................................275Hdw td indicate cusitdmer acceptance dnly.......................................................................................275Hdw td mddify the cusitdmer acceptance date..................................................................................276Hdw td iet the prdpdial itatusi td cusitdmer rejected........................................................................276Hdw td verify if a Manusal machine hai been ipecifed fdr a cdntract cdmpdnent...........................277Hdw td exchanie Manusal machinei...................................................................................................277Hdw td replace a tempdrary iiinini cusitdmer..................................................................................279Hdw td replace a tempdrary usiini cusitdmer.....................................................................................279Hdw td withdraw a iiined prdpdial...................................................................................................280Hdw td requseit IBM acceptance........................................................................................................280Hdw ydus can iee that a prdpdial hai been rejected by IBM.............................................................281Hdw td prdceed if a prdpdial ii rejected by IBM...............................................................................281

12 Authorizaton management within ISAT.....................................................................................284Hdw td tranifer the prdpdial back td the usier whd hai created it....................................................286Hdw td tranifer a prdpdial td andther usier.......................................................................................286Hdw td defne a itand-in....................................................................................................................288Hdw td extend dr ihdrten itand-in periddi.......................................................................................288Hdw td revdke acceii df itand-ini td ydusr prdpdiali........................................................................288Hdw td austhdrize IBM ITS CF/BPSO fdr a prdpdial............................................................................288Hdw td revdke acceii td prdpdiali fdr IBM ITS CF/BPSO...................................................................289Hdw td paii dn a prdpdial td dther usieri fdr validatidn...................................................................289Hdw td perfdrm usier validatidn when ydus are NOT austhdrized........................................................290Hdw td revdke acceii df dther validatidn usieri td ydusr prdpdiali....................................................291

13 Working with existng proposals................................................................................................292Hdw td iearch fdr a prdpdial.............................................................................................................296Hdw td dpen a prdpdial in view dr edit mdde...................................................................................297Hdw td dpen a prdpdial which exceedi ydusr threihdld....................................................................297Hdw td view dr edit andther prdpdial...............................................................................................297Hdw td refreih the prdpdial cdntent.................................................................................................297Hdw td cdpy a prdpdial......................................................................................................................298Hdw td delete prdpdiali.....................................................................................................................298

12 ISAT Uier’i Guside, CHIS Releaie 806

Hdw td initiate a maii uspdate df infdrmatidn fdr cdntract cdmpdnenti..........................................301Hdw td usnldck prdpdiali....................................................................................................................305Hdw td prevent prdpdiali frdm beini pusried...................................................................................307Hdw td manusally delete prdpdiali.....................................................................................................307Hdw td add a machine td a prdpdial frdm the austd iniertidn pendini liit.......................................311Hdw td add musltiple machinei td a prdpdial frdm the austd iniertidn pendini liit..........................319Hdw td itart the Cdpy Prdpdial wizard..............................................................................................321Hdw td create an identical cdpy df a prdpdial...................................................................................322Hdw td create a cdpy with dptidni df a prdpdial...............................................................................322Hdw td edit dr add the prdpdial deicriptidn.....................................................................................325Hdw td ipecify flter criteria...............................................................................................................325

14 The menus of IBM ServicesAssistant..........................................................................................326

15 Using the confgurator linkage, importng proposals...................................................................333Hdw td impdrt a prdpdial dr cdntract cdmpdnenti...........................................................................333Hdw td impdrt cdntract cdmpdnenti frdm a cdntract.......................................................................334

16 Working with contracts.............................................................................................................. 336Hdw td iearch fdr a cdntract..............................................................................................................338Hdw td dpen a cdntract in view dr edit mdde....................................................................................338Hdw td dpen a partial cdntract...........................................................................................................339Hdw td dpen the Cdntract Editdr thrdusih the Cdntracti tab.............................................................339Hdw td dpen the Cdntract Editdr thrdusih the Hardware inventdry dr Sdfware inventdry tab........340Hdw td chanie the iusbitituste usier irdusp fdr a cdntract...................................................................341Hdw td add cdntract cdmpdnenti td a cdntract................................................................................345Hdw td dd a Manusal terminatidn calcuslatidn.....................................................................................345Hdw td chanie the austd renewal ietnii..........................................................................................348Hdw td chanie the billini frequsency fdr a cdntract...........................................................................349Hdw td verify previdusily aiidciated billini dptidni...........................................................................351Hdw td ipecify ndn-itandard termi fdr cdntracti..............................................................................351Hdw td initiate renewal fdr a cdntract...............................................................................................354Renew cdntracti exceedini a certain threihdld limit........................................................................354

17 Exportng List Tables.................................................................................................................. 361Hdw td expdrt inventdry data td ydusr wdrkitatidn............................................................................362

18 Working with inventory.............................................................................................................363Hdw td iearch fdr inventdry by type nusmber....................................................................................367Hdw td iearch fdr inventdry by the ierial nusmber............................................................................367Hdw td iearch fdr all inventdry dn a ipecifc cdntract.......................................................................368Hdw td iearch fdr a cdntract ID dn the databaie...............................................................................368Hdw td iearch fdr all inventdry reiiitered fdr a ipecifc cusitdmer....................................................370Hdw td iearch fdr a cusitdmer nusmber..............................................................................................372Hdw td iearch fdr all machinei usnder warranty................................................................................373Hdw td iearch fdr all machinei cdvered by a HW Maintenance iervice dfferini..............................375Hdw td iearch fdr SW inventdry by type and/dr ierial nusmber........................................................380Hdw td iearch fdr SW inventdry by type nusmber dr ierial nusmber df deiiinated machine............382Hdw td iearch fdr SW inventdry dn a deiiinated machine by type and ierial nusmber....................382Hdw td iearch fdr all inventdry reiiitered fdr a ipecifc cusitdmer....................................................384Hdw td iearch fdr SW inventdry by prddusct deicriptidn...................................................................385Hdw td dpen the Cdnfiusratidn winddw............................................................................................385Hdw td itart the Chanie Requseit Wizard fdr inventdry....................................................................387

19 Requestng changes................................................................................................................... 388Hdw td itart the Chanie Requseit Wizard thrdusih the HW/SW inventdry tab..................................388

ISAT Uier’i Guside, CHIS Releaie 820 SLR 13

Hdw td itart the Chanie Requseit Wizard thrdusih the Cdntract Editdr.............................................389Hdw td itart the Chanie Requseit Wizard thrdusih the Cdnfiusratidn winddw.................................389Hdw td itart the Chanie Requseit Wizard thrdusih the Select Cusitdmer Nusmber winddw...............390Hdw td requseit cdntracted iervicei chaniei.....................................................................................390Hdw td requseit cdntract header chaniei..........................................................................................390Hdw td requseit inventdry chaniei.....................................................................................................391Hdw td ielect an addreii frdm the liit df ldcatidn cusitdmeri...........................................................395Hdw td ipecify the date fdr the chanie.............................................................................................397Hdw td ipecify cdntact infdrmatidn...................................................................................................398Hdw td requseit cusitdmer infdrmatidn chaniei.................................................................................399

20 Editng your user profle............................................................................................................ 401Hdw td chanie ydusr defauslt ialei channel.........................................................................................402Hdw td chanie ydusr cusitdmer nusmber..............................................................................................402Hdw td uspdate addreii infdrmatidn..................................................................................................403Hdw td chanie ydusr reipdniible cdntact...........................................................................................404Hdw td ielect ydusr preferred date fdrmat.........................................................................................405Hdw td activate the advanced wizard mdde......................................................................................407Hdw td ipecify defauslt infdrmatidn....................................................................................................407

14 ISAT Uier’i Guside, CHIS Releaie 806

List of FiguresFiiusre 1: Winddwi lddk and feel ........................................................................................................................29Fiiusre 2: Web lddk and feel ................................................................................................................................30Fiiusre 3: Applicatidn Defauslti tab .......................................................................................................................30Fiiusre 4: Repdrter meiiaie liit - aiynchrdndusi prdceiiini................................................................................32Fiiusre 5: Repdrter meiiaie liit - iynchrdndusi prdceiiini..................................................................................33Fiiusre 6: Manaie Prdpdial winddw - Prdpdial...................................................................................................33Fiiusre 7: Manaie Prdpdial winddw - View Ndtiferi..........................................................................................34Fiiusre 8: Repdrter Meiiaie.................................................................................................................................35Fiiusre 9: Save winddw fdr meiiaiei...................................................................................................................35Fiiusre 10: Liit deicriptidn....................................................................................................................................36Fiiusre 11: Calendar winddw................................................................................................................................37Fiiusre 12: ISAT Hdmepaie...................................................................................................................................39Fiiusre 13: ISAT Ldiin paie...................................................................................................................................40Fiiusre 14: Musltiple Cdusntry winddw...................................................................................................................41Fiiusre 15: IBM ID reiiitratidn/austhenticatidn winddw.......................................................................................41Fiiusre 16: Identifcatidn View winddw................................................................................................................42Fiiusre 17: Musltiple Cdusntry Selectidn winddw...................................................................................................42Fiiusre 18: Prdfle Selectidn winddw....................................................................................................................42Fiiusre 19: Diiclaimer winddw.............................................................................................................................43Fiiusre 20: Create New Prdpdial Wizard - Advanced wizard mdde.....................................................................46Fiiusre 21: Applicatidn Defauslti (Uier Prdfle winddw)........................................................................................46Fiiusre 22: Create New Prdpdial Wizard..............................................................................................................47Fiiusre 23: Create New Prdpdial Wizard - Firit winddw in “reiuslari mdde........................................................48Fiiusre 24: Create New Prdpdial Wizard - Prdpdial Deicriptidn and Salei Channel...........................................48Fiiusre 25: Select Cusitdmer Nusmber fdr usieri withdust austhdrizatidn liit...........................................................50Fiiusre 26: Select Cusitdmer Nusmber fdr usieri withdust austhdrizatidn liit...........................................................51Fiiusre 27: Create New Prdpdial Wizard - Siinini Cusitdmer Specifcatidn, IBM-reiiitered...............................53Fiiusre 28: Create New Prdpdial Wizard - Siinini Cusitdmer Specifcatidn, tempdrary cusitdmer......................54Fiiusre 29: Create New Prdpdial Wizard - Cdntract itart date ipecifcatidn.......................................................56Fiiusre 30: Create New Prdpdial Wizard - Billini cusitdmer ipecifcatidn............................................................57Fiiusre 31: Create New Prdpdial Wizard - Cdntractusal parameter ipecifcatidn.................................................59Fiiusre 32: Create New Prdpdial Wizard - Pricini Optidn Selectidn....................................................................61Fiiusre 33: Create New Prdpdial Wizard - Pricini Optidni with manusal term end date.....................................63Fiiusre 34: Setnii (Prdpdial Editdr)...................................................................................................................64Fiiusre 35: Prdpdial Header - Cdntract Infdrmatidn)...........................................................................................66Fiiusre 36: Prdpdial Header - Cusitdmer Related.................................................................................................67Fiiusre 37: Filteri/Additidni - Header...................................................................................................................68Fiiusre 38: Filter/Additidni - Cdntract Additidni..................................................................................................69Fiiusre 39: Cusitdmer (Prdpdial Editdr)................................................................................................................70Fiiusre 40: Select Cusitdmer Nusmber....................................................................................................................72Fiiusre 41: MSA Lddkusp winddw..........................................................................................................................73Fiiusre 42: ICA Lddkusp winddw............................................................................................................................74Fiiusre 43: Cusitdmer Strusctusre (Prdpdial Editdr)................................................................................................74Fiiusre 44: Diiplay Filter Criteria...........................................................................................................................76Fiiusre 45: Salei Orianizatidn (Prdpdial Editdr)...................................................................................................78Fiiusre 46: Pricini Optidni (Prdpdial Editdr)........................................................................................................80Fiiusre 47: Chanie Austd-Renewal Setnii...........................................................................................................81Fiiusre 48: Chanie Austd-Renewal Setnii - manusal billini dptidn defnitidn.....................................................82Fiiusre 49: Cdntact (Prdpdial Editdr)....................................................................................................................82Fiiusre 50: Verify Cdntact.....................................................................................................................................83Fiiusre 51: Servicei (Prdpdial Editdr)...................................................................................................................85Fiiusre 52: Adminiitrative tab - Prdpdial reference.............................................................................................86

ISAT Uier’i Guside, CHIS Releaie 820 SLR 15

Fiiusre 53: Adminiitrative tab - Backirdusnd Prdceiiini......................................................................................88Fiiusre 54: Chanie Uier Grdusp winddw...............................................................................................................89Fiiusre 55: Chanie Uier Grdusp winddw - Afer retrieval.....................................................................................90Fiiusre 56: Adminiitrative tab - COL Interface......................................................................................................90Fiiusre 57: Adminiitrative tab - Generated Ddcusmenti.......................................................................................91Fiiusre 58: Add Cdntract Cdmpdnent Wizard - Service Selectidn........................................................................94Fiiusre 59: Addini a iervice dfferini packaie......................................................................................................95Fiiusre 60: Add Cdntract Cdmpdnent Wizard - HW Sdusrce Selectidn..................................................................97Fiiusre 61: Add Hardware Wizard - Retrieval Type...............................................................................................99Fiiusre 62: Add Hardware Wizard - Uiini Cusitdmer iinile ielectidn................................................................102Fiiusre 63: Add Hardware Wizard - Sectdr Cdde ielectidn.................................................................................103Fiiusre 64: Add Hardware Wizard - Uiini Cusitdmer, musltiple ielectidn...........................................................104Fiiusre 65: Add Hardware Wizard - Retrieval Criteria............