Palo Alto Networks Knowledgebase: Bulk Registration User Guide

Bulk Registration User Guide

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Created On 02/07/19 23:51 PM - Last Updated 02/07/19 23:51 PM
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Introduction

 

Bulk Registration allows customers to register and activate authorization codes for multiple devices at once in the Support Portal by retrieving information from sales orders.  Authorization codes can also be bulk registered on devices previously registered in the Support Portal.   Default asset values can be set (Device Name, Device Tag, and Location etc).  Upon submission, a batch process will run and devices and authorization codes will appear under the Assets tab within a few minutes.  

 

This feature introduces:

 

                      Bulk Registration user role, which will be assigned by the account Super User.

                      Bulk Registration Support Portal link, only visible to users assigned the Bulk Registration role. 

 

One platform model (up to 50 devices)  may be registered at a time.  Only hardware platforms and Panorama may be registered.   VM and SaaS platforms are not supported.  Enterprise License Agreements (ELA/ESA) are not supported.

 

 

Bulk Registration Steps

 

  1. Super User assigns Bulk Registration user
  2. Add assets from existing orders.
  3. Select devices and applicable authorization codes.
  4. Customize default asset values.
  5. Review and edit the registration information.
  6. Submit the information to the batch registration process.

  

Assign Bulk Registration Role

 

A Support Portal Super User may assign the Bulk Registration role to any account user including himself.

  • Login to the Support Portal and navigate to the Members tab.
  • Click the pencil edit icon in the Actions column.edit user.png
  • Click in the Roles column to display the role options. Select Bulk Registrationbulk user role.png
  • Click the check mark in the Actions column to save.
  • The Bulk Registration role will now display under the Roles column. Click the update checkbox to confirmn the change.confirm change.png 

            See these documents for additional information about Member Management

 

 The Bulk Registration link under the Assets tab will now be visible.  

 bulk registration.png

  

Add Assets from Sales Orders

 

  • Click the Bulk Registration link under the Assets tab.
  • Select Add Assets from Sales Order add assets from sales order.png
  • Use Search for Assets to Add screen to retrieve available assets from all order summaries with unregistered assets.   Enter the Sales Order Number or Customer ID and Serial Number or Auth Code from any order summary and click Search.     The sales order number is provided in the order summary email.  The customer ID is found under the Company Account tab in the Support Portal.   The serial number or auth code from a previously registered device may be used. 2016-09-27_13-29-20.png

 

  • All assets from the Sales Order will appear under Available Assets as well as any assets unused from a previous bulk registration.  Filter and sort to select the assets to register. 
    Columns may be filtered by Asset Type, Serial Number/Auth Code, Part Number or Sales Order Number.  
    Asset Type, Serial Number/Auth Code, Part Number and Sales Order Number may be sorted by ascending and descending order.2016-09-27_13-31-55.png
  • Click an individual asset or select multiple lines by holding down the Shift key.  Select the assets to be moved to Selected Assets.  2016-09-27_13-35-50.png
  • Use the right and left arrows to move assets between Available Assets and Selected Assets.     Click Add Selected Assets when the list is complete.
    If you do not wish to proceed and want to begin the initial asset search again, click Cancel.2016-09-27_13-37-56.png
  • Confirm the selection in the pop-up screen.  You will have other opportunities to make changes before registration.2016-09-27_13-39-12.png
  • List of Assets from Sales Orders will now be populated with the selected assets. Previously selected assets not yet registered will also display.  Remove any assets you do not wish to work with.  Assets can be removed by checking the box next to the asset and Remove Selected or use Remove All to remove the items listed on the displayed page.   2016-09-27_13-40-55.png
  • Click Proceed to Bulk Activation button when the list is complete.

 

 

Create Default Values and Add Licenses

 

Device default values may now be created and authorization codes activated.   Choose to work with the hardware assets pulled from the order summaries by selecting List of Assets from Sales Orders.   Select List of Registered Devices for devices already registered in the Support Portal account.   Only one model may be registered at a time.   Check the box next to the asset you work with under Availble Devices or Select All.

2016-09-27_13-56-58.png

 

Fill in the form to create the default values for the selected serial number(s).

Note:  If a serial number with 4-Hour replacement is not located in the city/postal code designated in your Order Summary, your RMA order will default to Next Business Day Delivery

2016-09-27_13-58-01.png 

 

Apply the licenses under Select Available Licenses.

2016-09-27_13-58-37.png

 

Verify device/licenses are correctly associated under Review Device/License Association.   Drag and drop licenses to change device/license associations.   Note:  All features in a license bundle will display  but they will not drag and drop.  Click Proceed to Final Customizations to continue, or Save as Draft to save data to submit later.   Changes may still be made prior to final registration. 

2016-09-27_13-59-37.png

 

Final Customizations

 

Expand All to view default values set for each device or select the individual serial number.

 

Proceed for Final Review if no changes are needed.  Save as Draft if you are not ready to submit.   If you save a draft to complete the registration later, use the links at the top of the Bulk Registration tab to navigate back to the Customize page:

2016-09-27_14-01-01.png

 

Cancel and Discard Progress to begin bulk registration process again. 

 

To finalize the registration, click Proceed for Final Review.

2016-09-27_14-02-13.png

 

Click Yes if ready for final review when pop-up screen appears. Click No to continue with changes.

2016-09-27_14-03-19.png

  

Submit to Registration/License Activation

 

Click Confirm and Finalize Bulk Activation if no additional changes are required or Cancel and Discard Progress to begin the bulk registration process again.  The EULA (End User License Agreement and associated End User Service Agreement) will also be accepted.

2016-09-27_14-05-05.png

Click Yes to confirm.

2016-09-27_14-06-05.png

 

The batch registration process will begin.  This will take a few minutes depending upon the size of the bulk registration.  Note: There is no restriction on the number of assets to register/licenses to activate.   

2016-09-27_14-07-02.png

 

You will be returned to the List of Available Assets once the request is submitted.  Items will be removed from this list as the registration is processed.  Any unregistered items will remain in the list.   Use the browser refresh button to view the progress.

Email will be sent to the registrar indicating success of the registration or details of any failures.   Devices/licenses will appear under the Assets > Device tab of the Support Portal upon successful activation.

2016-09-27_14-07-42.png  

To view the completed order or navigate to previously submitted assets to the batch process, click Bulk Registration History in the Support Portal Go to drop down menu on the upper right side of the Support Portal.

bulk registration history.png

 

Click View to display the selected assets that were processed.

2016-09-27_14-16-13.png

 

See Also

For a full list of other Support Portal User Documents, please click here:

Customer Support Portal User Documents



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