Create a smart account and add licenses

Create a Smart Account to centrally manage and track your Cisco software licenses across your organization.

You should set up this account before you purchase licenses. Your account representative or reseller may have set up a Smart Account on your behalf. If so, obtain the necessary information to access the account from that person instead of using this procedure, then verify that you can access the account.

Before you begin

You must create a new Cisco account if you don't already have one. For instructions, refer to Create a Cisco Account.

For general information about Smart Accounts, refer to http://www.cisco.com/go/smartaccounts.

Procedure

Step 1

Go to the Create a Smart Account page.

You are prompted to log in with your Cisco account. In the Create a Smart Account page, your basic account information is displayed.

Step 2

Click the My Account icon appearing in the top right corner and click Manage Profile.

Manage Profile option in My Account

Step 3

Click Personal and configure these parameters:

  1. In the Your Company Details section, click Edit.

  2. In the Company or organization field, type your organization name.

  3. If your company information is already present in our database, it will appear in the list. You can select your company.

    In the Address drop-down list, select the address of your company.

  4. If your company is not listed in our database, you can continue to enter your company information in the Company or organization field.

    1. In the Address drop-down list, click the drop-down arrow and click Add New Address.

    2. You can select one of the following Address Type options:

      • Company/Organization: To provide your organization's address. Cisco verifies this address. If the address and company name cannot be validated with the country, you may not be able to proceed. Therefore, you must ensure that the correct address is provided.

      • Personal: To provide your personal address.

  5. Enter all the mandatory fields associated with your company and click Update.

    The Your Company Details section displays the company details you entered.

    A success message appears if your company details are validated.

Step 4

Click Update.

A success message appears if your company details are validated.

Step 5

Open the Create a Smart Account page, which was opened in the previous tab. Refresh the page if changes are not reflecting.

Alternatively, you can open this page using the https://software.cisco.com/software/company/smartaccounts/home?route=module/accountcreation URL and login using your credentials.

Step 6

Click Create Account.

The Account Summary page displays your account details.

Step 7

Click Done.

Step 8

Wait for an email telling you that your Smart Account is ready to set up. When it arrives, click the link it contains, as directed.

Step 9

Make sure your Smart Licensing account contains the available licenses you need.

What to do next

To configure Smart License using the Smart Software Manager, refer to Configure Smart Licensing.