Over the week-end we had a major infra-structure migration (LAE to CAE) with as major benefits application agility, infra-structure efficiency and improved technology. There was also a migration from OAM to PingAccess authentication technology to enable future corporate authentication implementation.
However we noticed after these migrations that in several situations, users experience a 'unspecified error' notification, and in some occasions combined with DCP becoming non-responsive: data not loading.
IT has done a first analysis and it seems the problem is related to a inconsistent behavior around cookie dependency from SSO/Ping.
While IT is working on a solution, here are 2 workarounds you can try, whenever you encounter the above situation :
Close browser and open the application again. This should work for most of the situations, unless you have explicitly specified your browser to retain cookies after browser close.
Clear cache and open the application again. This should work in all scenarios, as any partially valid cookies would be cleared out. You will then be asked to re-authenticate.
Apologizes for the inconveniences caused.
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This is a reminder to document authors, owners and other DCP users, that the Contributor function can be used to provide some refined access to documents. A Contributor can download and upload (check-in) a new version of an existing document.
This can be useful in the event a Contributor is not specifically assigned to the Project Team but has contributed or will contribute to a version of the document and needs to have formal access to the document to complete these tasks.
Example: You want a document to be accessible to just the project team members but also a few individuals outside the project team. To achieve this: define the internal visibility to 'Project team only' and add the few individuals that also need access as Contributors (Properties pane > Miscellaneous tab).
Note : Individuals that are invited to a document Discussion or are invited to Approve a document, are automatically added as Contributor.
The full capabilities to progress the document through its life-cycle (such as submitting for approval ...) are limited to the author or owners of the document.
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In the past few months, some enhancements got introduced in Content Management that might have passed unnoticed. Here's a summary of the most important ones :
Keywords/sub-categories: In the essentials tab of a content's properties, you can now not only choose from preset keywords, but also from the most popular keywords as well as your own previously used keywords.
Keywords easy filtering: from the category/keyword column, you can now easily apply a column filter by simply selecting from a choice list. The choice list automatically updates per the keywords present in the table listing.
Approval: as an owner or author of the document, even if you did not submit the document for approval yourself, you can now do the following: stop the approval, change the approval-by date, change the recipient list (exception: if you are yourself listed as an approver, you can not perform the above actions).
Left pane filtering, all content: when selecting a project from the left pane filter, 'All content' is automatically selected as preset, which allows you to list all the content uploaded for that project.
Left pane filtering, any project: you can now not only select from your own assigned projects, but search for any project (even closed projects). as such you have now an easy way to list all content for any project, without having to use the search functionality.
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As part of the Project Staffing Tool Consolidation effort, to streamline and simplify the project staffing and resource request process, some key functionality changes have been introduced last Sunday, September 9, 2018.
The DCP Resourcing request functionality is now integrated with the BAT tool.
The overall process doesn’t change :
Resource requests will still be performed from DCP (under Delivery Mgmt > Resources) by the PM/WM/DM. Direct assignments remain available and can also still be executed from DCP.
The resource requests will now flow automatically into BAT to accelerate the overall staffing process.
The staffing and further approval flow will be completed in BAT by the GED team.
Once a resource request is staffed in BAT, the details will automatically be reflected in DCP with the corresponding resource request.
What functionality does change in DCP :
Once a resource request is submitted, the resource request becomes read-only in DCP and is further handled in BAT by the GED team.
To modify start/end dates and utilization for approved resource assignments, the PM/WM/DM will now use BAT. A short-link is provided from DCP into BAT at the top of the property pane of the resource request.
For those who had access to the Staffing Management functional area in DCP, this has now become read-only.
Additional information can be found on the DCP/BAT Integration Community page.
If you have any further question on the BAT-DCP integration, please contact email@example.com.
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This User Guide will help you understand and use DCP to its full extend.
To navigate the user guide, you can use the Table of Content and link through to your article of interest. You can also read all articles as a classic user guide.
The articles are grouped in 3 sections :
The first section is the minimum you should read and allows you to understand the day-to-day usage of DCP. It explains the fundamentals and how to navigate DCP. It further explains the basic functions you will use DCP for.
The second section is written for the Cisco customers and Partners that want to use DCP for extensive collaboration with the Cisco services delivery team. To be able to use the functions as explained in this section, you need to be enabled by Cisco.
Finally the third section will learn you how to get the most out of DCP, for instance by defining workviews or contact groups.
To simplify your navigation, there is a 'Previous' and 'Next' articles browsing provided with each article. There is also a 'Table of Content' shortcut provided with each article.
Table of Content
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You will begin seeing pipeline documents from users following the new Ease of Selling (EOS) process in the Services One tool. Services One is Advanced Service’s integrated Salesforce.com platform that links opportunities, projects, workspaces, estimates and case management. Pipeline documents uploaded in Services One will automatically appear in DCP. Pipeline documents are categorized as supporting material and will be tagged with Deal ID and Project ID, if available. DCP has been enhanced to allow search and custom filter definition with the Deal ID as criteria. If the Project Manager is known, the pipeline documents will have the PM added as owner of the document. Document owners are provisioned with full management authority on the document. Additionally, existing pipeline documents will begin to populate in Services One and DCP as the Delivery Pipeline Management Tool (DPMT) data is migrated and DPMT is retired. All DPMT pre-sales attachments from FY14 through today will be visible beginning mid-April. For More Information: Visit the Ease of Selling 2.0 Jive Site. If you have questions or comments regarding this change please contact the Ease of Selling 2.0 Program Team: firstname.lastname@example.org
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Following new Features and Defects got implemented/fixed with the January release : Foundation Back end changes in DCP are enabled for future integration with OMDF contents (US6929, US6932) Confidence score is now hidden from the external user’s visibility (US6930) A cosmetic issue with linking content to resource requests when there is no content available, is fixed (DE6389) An issue with filtering project notifications under the projects/workview tab is fixed (DE6272) A few other defects have been fixed (DE6366,DE6400, DE6402, DE6412) Content Management Most popular keywords is now enhanced to have user specific popular keywords as well (US6911, US6919) Deal id can now be added as a column in content listing and can be used for filtering (US6904) Aligned the editing of approval recipients per how it is done in discussions (US6868) French Canadian translation have been updated for new labels in Deal id and Keywords (US6872) Delivery Management An issue to show resource requests in an editable form when shortcut from BAT tool (per the status and the users security purview) is fixed (DE6397) Staffing management The approver’s name is now displayed in the resource assignment notifications, once it is approved/rejected (US6856) An issue that resource requests are showing information from other resource request, has been fixed (DE6225)
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A completely new user guide is now available for Cisco customers and partners. It is written from a customer perspective with adapted articles, text and screenshots. Customers and partners will be able to access this external version of the user guide directly by clicking on the question mark icon in DCP, the same way as Cisco employees access the internal version of the user guide. The articles in this customer/partner user guide are grouped in 3 sections : The first section is the minimum they should get familiarized with. It is to understand the day-to-day usage of DCP. It explains the fundamentals and how to navigate DCP. It further explains the basic functions they will use DCP for. The second section is written for Customers and Partners that want to use DCP for extensive collaboration. Several functions explained in this section only get available to customers/partners after it gets enabled by Cisco: e.g. upload documents to a project. Finally the third section will learn customers/partners how to get the most out of DCP, for instance by defining workviews or contact groups. As a Cisco employee you can also have access to the customer/partner version of the user guide. For this purpose we have added a link at the top of the table of content in the internal version of the user guide to have a access to the customer version of the user guide. Alternatively, click here.
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A completely new user guide is now available for Cisco customers and partners. You can access the user guide from the top-right corner of DCP. Click on the question mark icon to open a separate browser tab. It will immediately open up the table of content of the user guide. It is written as a collection of bite-sized articles, each accessible from the table of content. The articles are grouped in 3 sections : The first section is the minimum you should read and allows you to understand the day-to-day usage of DCP. It explains the fundamentals and how to navigate DCP. It further explains the basic functions you will use DCP for. The second section is written for the Cisco customers and Partners that want to use DCP for extensive collaboration with the Cisco services delivery team. To be able to use the functions as explained in this section, you need to be enabled by Cisco. Finally the third section will learn you how to get the most out of DCP, for instance by defining workviews or contact groups. You can read these articles as a normal user guide by using the navigation arrows ('previous' and 'next' articles) to read the guide in its entirety or section by section. Alternatively you can use the table of content to select a topic and only read the article to clarify your immediate needs on how to use DCP.
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Following new Features and Defects got implemented/fixed with the December release : Foundation New External User guide for Cisco Partners and Customers use Implemented confidence score on external user’s profile overlay in relation to document publishing (US6901) Customer overlays are now showing proper information when one of the parties is missing/unmapped/not applicable (DE6394) Login Issues after a downtime of DCP are fixed (DE6405) Issues which were cosmetic in nature and regression defects have been fixed (DE6376 and DE6367) Content Management 'Most popular keywords' list with Type-ahead support is introduced for a document (US6883 and US6301) 'Deal ID' added as essential property of document in preparation for OMDF integration (US6885) Discussion recipient list for a document can now be updated (US6810) Time Entry Issue in entering Time from a Mac system due to daylight saving is fixed (DE6384) Delivery Management BAT integration - BAT users can now view resource request/assignment for closed projects (US6917) BAT integration - Users with staffing responsibility will now have access (BAT link to DCP) to resource request/assignment in View/Edit mode (US6912) Staffing management Issue with property pane of resource request is fixed. (DE6358)
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Previous Article Next Article Occasionally as a Cisco customer or partner, you might be asked to provide comments on a document in the review stage. You will then be invited on a discussion of a document. How to provide your comments on a discussion is explained in this article. In the next article, we will explain how to initiate a discussion yourself. The first and easiest way to comment on a discussion of a document, is using the invitation email. When a Cisco employee starts a discussion on a document, an invitation email is sent to you. It will send this email to you primary email address defined in your cisco.com profile. The email will have a subject line "You are invited to participate in a discussion for a document. (automated Cisco DCP email)". In the body of the email you will find an explanatory text including a sentence: "You are invited to participate on this discussion: <title of the discussion>". The title of the discussion is hyperlinked. Click on it and this will open up your default web-browser, log you into DCP (using your cisco.com login and password) and open up the properties pane of the corresponding document on the 'Discussions' tab. On the discussions tab, the different discussions are listed in chronological order. They show the title, who initiated the discussion and who last commented. Further are provided a date- and time-stamp as well as a tag of the document version when the discussion was initiated or commented on. Click on a discussion to open it up and read all comments provided. Same tagging is applied on all individual comments provided. To go back to the listing of all discussions, you can click the 'back' button at the top-left before the discussion subject-line. You can add and post a comment on the discussion at the 'Add a Comment' input field. Alternatively, as for downloading a document, it is also possible to find back the appropriate action request from your Notification center. Find the proper action request (it will have a similar text as the text in the invitation email). Click on the hyperlinked text: "You are invited to participate on this discussion: <title of the discussion>" and follow the same instructions as above. Related articles : Notification Center & DCP Control Table of Content Previous Article Next Article
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Previous Article Once you have created a lengthy contact group for e.g. to collaborate with the Cisco services delivery team and/or your peers, it would be great to be able to share this contact group with your peers working on the same Cisco Services engagement. This is where Pinning a Contact Group to a workview comes handy. The 'pinning' concept requires a (shared) workview and a contact group: When you pin a contact group to a shared workview, all team members of the shared workview will be able to leverage the same contact group without having to recreate it. The contact group will appear in their contact groups list and in the user selection component throughout DCP (e.g. when you want to start a discussion or submit a document for approval) the workview members will also there be able to leverage the contact group that you created and pinned to the workview. In essence, by pinning a contact group to a workview, you create and share a contact group with all the workview members for their benefit. Additionally, pinned contact groups will also show up on top of the list in context. This means that if you selected a workview with the Left Pane Filter and that workview has a pinned contact group, that contact group will list on top of all other contact groups when e.g. you select contact groups when starting a discussion or submitting a document for approval. It further simplifies the selection of users. It is also possible to pin a contact group to a private workview. Obviously no sharing here but the latter benefit of listing the contact group on top in context of the workview remains. Pinning Contact Groups To pin a contact group to a workview, select one of your own created contact groups in the left column of the Contact Management pane. Pause your cursor over the contact group name and you will see a 'pin' appear. Click on the pin and the contact group name will expand to list all of your workviews. Check the workview(s) to which you want to pin the contact group. Click anywhere else to trigger the auto-save. Once pinned to a shared workview, all workview members will see the contact group appear in their list of contact groups. Notes : Only the creator of the contact group can edit it, both the name as well as the user list that defines it. It is locked to anyone else. The workview members with whom the contact group is shared can not edit the contact group and can not delete it from their list. When pinning to a workview, you can select from any of your workviews, both your private workviews as well as shared workviews. Also as a regular member of a shared workview you can pin your contact group(s) with that workview (you don't need to be the SPOC or Admin of that workview) There is no limit in to how many workviews a contact group can be pinned. You can pin the same contact group to more than 1 workview. Also it is possible that more than 1 contact group gets pinned to the same workview. Un-Pinning Contact Groups To unpin a contact-group from a workview, simply click on the Pin icon and uncheck the pinned workview from the list of values, as depicted below. Again, only the creator of the contact group can unpin the contact group from a shared workview. Related articles : Creating & Managing Workviews Create Contact Groups Table of Content Previous Article
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Previous Article Next Article Several preset Table Configurations are provided by default to choose from. A Table Configuration combines one or more filter criteria, a sort order and what columns are displayed and in what order. It is also possible to create your own custom Table Configurations. A custom Table configuration allows you to create your own filter criteria. It also allows you to reveal columns that are not provided by default. Also the column order can be configured as well as the sort order. How to define your own Custom Configurations is explained in this article. Create your own Custom Table Configuration To create your own Custom Table Configuration, you need to access the configurator. To do so, click on the configurator icon, right from the 'Filter by' Table Configurations menu . Once opened, it looks like this : The configurator left column allows you to select a custom or preset table configuration : My configuration section lists all custom defined configurations. Click on the down arrow to expand this section. Click the up arrow to collapse it again. DCP allows a maximum of 10 Custom Table Configurations. You will not be allowed to create/copy/import additional configurations once you have 10 Custom Configurations. Preset configuration section lists all preset configurations. It allows you to understand in detail how a preset configuration is defined but these are not editable. Click on the down arrow to expand this section. Click the up arrow to collapse it again. To create a new custom configuration, you can: create from scratch by clicking the 'add' icon create by copying an existing preset or custom configuration. Select any of your existing Preset or Custom Configuration and click the 'copy' icon. create by importing a custom configuration from someone else. Click on the 'import' icon and type in a cisco.com user id from any contact of your aggregated contact list (*). Hit the enter key to trigger the search. It will list the Custom Table Configurations from the user. Select the appropriate Custom Configuration from the list and click 'Import'. (*) The aggregated contact list is the list of contacts that is created by you in the Contacts management module. This is explained in more detail in List of Contacts for easy reference. Once the new Custom Configuration is added in your left column with its default name, you can rename the configuration at that moment or at any time by double-clicking the name in the left column of the configurator. Type in the new name and hit the 'enter' key. Only Custom Table Configurations can be renamed. Preset Table Configurations can not be renamed. The right column provides additional details from the selected preset or custom configuration from the left column : It lists the different criteria. This is where you define you filter criteria. A filter criteria is defined by combining a data element, an operator and a value. You can have multiple filter criteria per table configuration. The available operators differ per data element. The possible values, also differ per data element. Data elements are input as free text, chosen from a list of values, using a calendar date picker. Yet, for some data elements a combination is provided of a list of values and free text. E.g. 'Category/Keyword': you can chose the category from the list of values or type in any Keyword. Some filter criteria are dependent on each other. E.g. 'Action taken' and 'Date range (on action taken)'. In such case, the latter will only enable if a value is set for the former. A table can be sorted ascending or descending by one data element (=column). Click on the area between the data element and the operator and an arrow up will appear to indicate that the table will be sorted per that data element in ascending order. Click again to reverse the order. Check the check-boxes to define which columns are shown and which columns are hidden. Some key identifier columns can not be removed: 'Project ID', 'Customer', 'Content Name', 'Content ID' are mandatory. These cannot be removed from table listing view. They can be rearranged though. Some columns are permanently hidden and cannot be made visible in the table grid, e.g. 'Action Taken' and 'Date Range' are hidden columns which do not appear in the table listing view. These fields are additional criteria you can select to refine the documents listed. You can select the order of the columns in which they will appear in the table listing view by dragging & dropping a column to the appropriate location – use the column handle to drag & drop the column. Note: The column order and column width can also be changed from the table grid itself. Just place your cursor on any of the column headers and start dragging to the place you want to have it. Drop the column and the order will change. Similarly place your cursor on a column divider and start dragging to change the column width. Changes in column order and width are automatically saved with the applied Table configuration (both preset or custom). All changes are auto-saved. Apply Custom Table Configuration from the Table Configurator It is also possible to apply a Table configuration from the Table Configurator. To apply a Table configuration, from the left column, select the 'check' icon next to the configuration you wish to use. Close the Table Configurator and your applied Table configuration will render in the table grid. Delete a Custom Table Configuration To delete a Custom Table configuration, from the left column, select the 'delete' icon next to the configuration you wish to delete. In case you accidentally deleted the wrong Custom Table configuration, you can click 'Undo' from the success message. It will revert your deleted configuration. Related articles : Understanding Filtering List of Contacts for easy reference Table of Content Previous Article Next Article
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Previous Article Next Article The Publishing list of a document is the list of customer and/or Cisco partner contacts that have been enabled to list and download that document. The definition of this list is limited to Cisco employees. This article explains how you can verify the publishing list and explains what you should do to get the Publishing list of a document changed. Verify to whom a document is Published For every document that is made available to you, you can verify who else can list and download that same document. Locate the publishing icon at the left-end of the record lines. Pause your cursor for 2 seconds over that icon. After 2 seconds a pop-up will appear with the list of customer and/or Cisco partner contacts that can also list and download that document. Note: If you are enabled to upload documents to a particular PID, you will notice that the documents that you upload yourself, are already published, by default to yourself (i.e. the person that uploads the document). Changing the Publishing List If you feel that additional or other customer and/or Cisco partner contacts should have access to a document, you need to contact a Cisco employee that is either author or owner of the document. You can verify who is owner of the document on the properties pane, under the Miscellaneous tab. By default, for all documents uploaded by yourself, as a minimum, the Cisco project manager is added as an Owner of the document. Related articles : Updating Extended Properties via Properties Pane Table of Content Previous Article Next Article
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Previous Article Next Article At any time you can review the approval status of a document, both from past approvals or approvals that are still pending. Furthermore, as the person who submitted a document for approval, you can update the approval details of a pending approval. This might come handy if there is a need to replace one of the approvers by someone else or to extend the approval period. As explained in previous article, as a customer it is unlikely you will be involved in the submission and review of an approval. As a Cisco partner, if using DCP to run a document through its life-cycle, you might get involved in submitting and reviewing the document approval using DCP. In such case, this article is relevant to you. From the table grid, open up the properties pane from the document for which you want to check the approval status. Once the properties pane is open, go to the approval tab. The approval tab is added to the properties pane, once the document has gone through an approval or is currently pending an approval. Let's review the different information fields available Version: This field allows you to select which version you want to review the approval details for. The latest approved or approval pending version is always rendered by default. But for history purposes it is possible to select an older version that went through an approval process. In the example above, the details are shown for version 2.0, but from the drop-down it would be possible to select the previous version 1.0 and review those approval details. Progress info-graph: This graphic shows in which approval step the approval is. In the example the document has already been Cisco (internal) approved and is pending the customer acceptance. Approvers: This lists the persons that are invited to approve. As the person that has submitted the document for approval, you can at any time update the invitee list. Newly added users will receive an email invitation (customer representatives only get invited when the document is Cisco internal approved). Some restrictions apply: Users that have already provided their vote can not be removed (you will notice in the example that the first user in the list has no 'delete' icon, the second still has). If the document is already Internal approved, you can not change the list of Cisco internal invitees (not add nor remove). If the document is Customer accepted, you can obviously also not change the Customer invitees. The document is then fully approved and the approval details become read-only. Approve By: This is the date by when all invitees must have submitted their vote. As the person that has submitted the document for approval, you can extend this date at any time until all the users have provided their vote and the approval is complete. Comments: These are the comments that invitees can read. Approval Progress: This table shows the vote from every invitee. It shows their vote (Approved or Rejected), when they provided their vote and their comments if provided. Stop approval: Click this button to fully abort the approval process. It will return the document back to draft and revert back to the previous version. All approval details will be discarded. It is important to note that an approval is considered as a whole: step1 - the Cisco (internal) approval - together with step 2 - the customer acceptance -. This means that even if the document is already internal approved and customer acceptance pending, the 'abort' will discard the approval fully, including the internal approval details. Related articles : Submit an Approval Request Table of Content Previous Article Next Article
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