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Get Smart with Cisco Smart Accounts! Customer Smart Account/Smart Licensing Administrator Training


Cisco Software Documents   /.  Get Smart with Cisco Smart Accounts/Smart Licensing and My Cisco Entitlements


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Cisco Smart Account is a powerful way to organize assets and entitlements with control over user access. Smart Licensing simplifies license activation and management across an organization.

New to Cisco Smart Accounts or Smart Licensing? Take our new administrator training. During the session we will offer a brief overview of what a Smart Account does for your company and show you how to set up Virtual Accounts, add users, view Smart License usage, transfer licenses from one product instance to another and run usage reports.

Register here for basic Customer Smart Account Administrator Training.  (Should any of the links not open directly, please copy the link location and paste it in your browser.



Date and Time

Registration Link


Wednesday, March 10, 2021 at 10:00 AM PT

Register here!


Wednesday, March 10, 2021 at 7:00 AM PT

Register here! 


Tuesday, March 9, 2021 at 7:30 PM PT

Register here! 


Monday, March 8, 2021 at 5:00  PM PT

Register here!


Wednesday, April 21, 2021 at 10:00 AM PT

Coming Soon!


Wednesday, April 21, 2021 at 7:00 AM PT

Coming Soon!


Tuesday, April 10, 2021 at 7:30 PM PT

Coming Soon!


Monday, April 19, 2021 at 5:00 PM PT

Register here!


Past session recordings ( for Japanese click here)

February 18, 2021-  Americas
February 17, 2021- EMEAR
Recording, Download Slides
February 16, 2021- APJC
February 15, 2021- Japan
January 20, 2021- Americas
January 20, 2021- EMEAR Recording
January 19, 2021- APJC Recording
December 8, 2020 -Americas Recording
December 8, 2020 - EMEAR Recording
December 8, 2020 -APJC Recording
October 27, 2020 - Americas Recording
October 27, 2020 - EMEAR Recording
October 27, 2020 - APJC Recording, Download Slides
September 22, 2020 - APJC Recording, Download Slides
September 22, 2020 - EMEAR Recording, Download Slides
September 22, 2020 - Americas Recording

The attached Q&A is updated regularly following each month's sessions.

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New Deployment Method in Smart Licensing

Smart Licensing is introducing new ease of use capabilities with IOS-XE release 17.3.2 and above called Smart Licensing using Policy. It will be supported on Enterprise Campus networking devices and NextGen platforms. New capabilities requires no change to the ordering processes of hardware and software, providing a seamless experience from the moment the device is booted up. Learn more


Available Training and Learning Resources

There are aids on the Software on Demand training page for more advanced Smart Account Admin topics (just be sure to scroll down once you land on the page.) 

High-Level Information

  • Cisco Smart Accounts - on
  • Introduction to Smart Accounts – video
  • CX Introduction to Smart Accounts and Smart Licensing – video
  • Overview SSM Smart Software Manager – site


Commonly Searched

  • At-a-Glance Smart Accounts – pdf
  • FAQs Smart Accounts and Smart Licensing – pdf
  • FAQs Smart Licensing and Smart Accounts FAQ for Partners, Distributors and Customers - site
  • Roadmap for Smart Accounts Capabilities – pptx

Training and Videos

Getting Started

Create and Structure
Smart and Virtual Account

Manage Smart Accounts

  • Introduction to Smart Accounts – video
  • Getting Started Quick Reference Guide – pdf 
  • Smart Account Roles Overview – pdf
  • Limited Use Smart Accounts for SMBs – video
  • Introduction to Cisco Smart Software Manager SSM – video


  • Create Customer Smart Accounts – video
  • Create Virtual Accounts – video
  • Structuring Customer Smart Accounts Overview – pdf
  • Best Practices for Standard Partner Smart Account Structure – pdf
  • Virtual Account Tagging – video
  • Best Practices for Virtual Account Tagging – video
  • Cisco Network Plug and Play Connect Capability Overview - pdf
  •  Assign a Smart Account to an Order – video
  • Assign a Partner to Manage a Smart Account Quick Reference Guide – pdf
  • Assign User Groups to Manage a Smart Account – video
  • User Groups that Span Multiple Smart Accounts – video
  • Use Type Down Search in User Groups – video
  • Add a new User to a Smart Account Quick Reference Guide – pdf

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Create and Structure Partner Holding Accounts Manage Partner Holding Accounts Distributors
  • Introduction to Partner Holding Accounts – video 
  • Create Partner Holding Accounts – video
  • Best Practices for Standard Partner Holding Account Structure – pdf
  • Reassign Licenses From a Partner Holding Account to a Smart Account – pdf
  • Associate Partner BIDs to a Partner Holding Account Quick Reference Guide – pdf
  • Attach Mandatory DNA Subscriptions to Switching, Wireless and Routing Products Distributors Only – video
  • Distributor Stocking and Drop-Ship Orders for Smart Licensed Enabled Products – pdf
  •  Hardware POS Mandatory Attach and Serial Number Correction Quick Reference Guide – pdf

Translated Training and Learning Resources

Introductory Smart Account Videos

Software and Smart Account
Training and Resources

Assign a Smart Account to an Order



If you have support questions about Smart Accounts and Software Licensing, open a case via Support Case Manager (SCM). To learn more on how to open a case in SCM, click here.

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VIP Engager

Interesting, thanks for sharing!

Rising star


thanks for sharing!

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