Start a New Trial
You start and manage customer trials through the Trials page, but remember that starting and managing a trial involves more than just selecting the Create new trial button. For the complete trial workflow, see Understand the Secure Trials Workflow.
Starting a new trial allows you to provide a potential customer with free access to Umbrella or Secure Endpoint for 30 days, giving them the opportunity to "test drive" the product.
Note | For Umbrella and Secure Endpoint, this functions slightly differently: for Umbrella, 30-day free trials are created in the pending status and become active only after the customer successfully logs in and completes their onboarding; for Secure Endpoint, the day count starts immediately after the trial is provided, becoming active within a couple of minutes after trial creation. |
Note | At any time, including after a trial has expired, you can extend a trial. Trials can be extended only once for 14 days. |
Before you begin
To start a trial, you can begin with or without a Deal ID from Cisco Commerce Workspace (CCW). We recommend that you acquire a Deal ID from CCW before starting a trial because it is necessary to convert the trial into a subscription later. However, you can also update the trial in the future to include Deal ID once you have it. For more information about the Deal ID, see Cisco Commerce User Guide.
Note | You should be the owner of the deal whose ID you are using to create a new trial, or you can use a deal that is shared with you. To have the deal shared with you, contact the deal's owner and request that they share it through CCW. In addition, the deal should contain products supported by STC. |
Before starting a trial, we recommend confirming with your customer the type of package they want to trial. Once the trial has started, ensure that your customer is up and running, and then monitor their use of the product.
To create a trial, go to the Trials tab and select Create new trial. Then, follow the steps described later in the procedure.
Procedure
Step 1 | Deal ID |
Step 2 | Customer information |
Step 3 | Products Select a product and complete any additional information if required, then select Next. In the Umbrella section, fill in the following fields: For Package, select a package. The package you select determines the minimum number of seats you should add:
Additionally, for the Umbrella SIG Essentials or Umbrella SIG Advantage package, Package add-on options are displayed. For Umbrella SIG Essentials, optionally, select a Remote Browser Isolation (RBI) and either or both the additional add-ons—Cloud Delivered Firewall Layer 7 and Data Loss Prevention. For Umbrella SIG Advantage, optionally, select a Remote Browser Isolation (RBI). In the Number of seats field, add at least the minimum number required for the selected Umbrella package. In the CCW Deal owner field, enter the email addresses of the employees in your organization (the Partner) who will manage the quotes or deal in CCW. You can add up to six emails, each separated by a comma, semicolon, or space. |
Step 4 | Summary Review the trial information and, if everything is correct, select Start trial. If any information is incorrect or requires updating, select Edit to return to that step and make the necessary changes. |