latoga’s Guide to My VMware

1. Say Hello to My VMware (Portal)
2. My VMware Quick Overview
3. My VMware Users and Roles
4. My VMware for Most of Us
5. My VMware for the Super Us(er)
6. Some My VMware Gotchas To Be Aware Of

— Note (20120420) —

Please keep in mind that when my clients or I work with the portal, we’re usually dealing with literally hundreds of different licenses, order, contracts, and historic support requests that are spread across multiple divisions and business units of Fortune 100 enterprises.  As a result, many of these gotcha’s may not apply to all users.

The My VMware team is working daily to improve the system and polish off any rough edges.  I’m also working closely with the My VMware team and will update this list as items are resolved or work arounds created.

Here are some of the gotchas that I came across while working with the My VMware beta. Hopefully these will save you some time as you get used to the new portal.

Missing Entitlements? Are you Looking at the Right Account?

Users can be granted access to multiple accounts.  When you log into the portal you may not see the licenses/contracts/orders that you are looking for.  Check the “View Account” drop down in the upper right hand corner to ensure you are viewing the correct account.  Only one account can be viewed/managed at a time.

Working with License Keys

After you complete a task within the License Key area, make sure you check the “I want to” dropdown box.  Once you complete a task, it appears to always default you back to “View License Keys”, not the task area you just completed.  It can be a bit confusing if you’re trying to do a bunch of license key management (like a Super User organizing your license keys on the first day) because you keep getting pulled away from the area you were working in after each task completes.

Creating Folders

Make sure you select “Home” folder or a Sub-Folder in order to activate the “Create Folder” option.

Moving Folders (20120420)

The portal is able to move only one folder at a time. While you can select multiple folder, there currently is no way to move multiple folders at one time.

If you have a large number of folders in your Account as a result of the My VMware migration, it may be difficult to find new folders you created as part of implementing your organization system.  One quick solution (that can easily be backed out in the future) is to name all your new folders starting with a – (dash).  This will force those folders to be sorted at the top of your folder list. And, luckily, they will appear right below the folders that get automatically created when new orders are placed.  After you clean up all the other folders, you can simply rename your organization folders to remove the preceding dash.

Organizing License Keys with Folders & Granting Access

If you’re going to organize a number of split license keys and grant access to these keys to a number of members of your team I suggest you follow this process to save you time and mouse clicks:

1. Determine your folders structure and naming conventions
2. Create as many of your folders as possible at one time
3. One by one, grant a users access to all appropriate folders at one time. (There is no way to search for existing users like in the old License Portal, so you have to enter their name and email each time you grant them access to a folder.  Thus give them access to all folders at once and then move on to the next user).
4. Review and set the specific access permissions for each folder created. (You can’t change default permissions while granting a user access to a folder.)

Super User Bulk Changing of Permissions 

My VMware doesn’t allow bulk changing of permissions across folders.  The best way to accomplish this is to “Copy User Permissions” across folders.  See Next Gotcha…

Copying User Permissions Across Folders

Personally, I was confused by this the first time I did it.  First select the user who has permission you want to copy, then choose “copy user permissions” option.  In the pop-up window, select target users who will get those permissions.

Note: This will copy all those users’ permissions for all the folders they have access to.  There doesn’t seem to be a way to copy just permissions for one or two folders, so if you have a complex set of folders and users use this feature cautiously.

Selecting Folders to Set Permissions – [Confirm]

When you click a SuperSet permission (it won’t deselect while the sub options are selected, you need to first deselect sub options and then you can deselect superset options.

License Summary View for Selected Folders

When you select a folder from the folder list, the license summary section updates to show you a total number of licenses for all the products contained in all selected folders. It will not automatically include licenses from subfolders.  You have to specifically selected those subfolders to get them included in the summary.  This is because both the parent folder and the sub folder could contain license keys.

Searching License Keys

As of publishing, you can’t search license keys based on the “Notes” field.  I now many clients use this field to help them organize their license keys in the old license portal by placing a business unit or group tag within the field.  Since you can’t search the license keys based upon this field, organizing your keys may take a bit more time as you will have to expand each license key while organizing.

Adding Notes to Split License Keys

If you use the notes field as part of your license key tracking or management, then you’ll have to edit the notes for newly generated licenses keys as a second step after you split the original key.  The current system doesn’t allow you to add a note to a newly generated license key during the key splitting process.

Organizing License Keys from Different Products

You can only move license keys from one product at a time within the portal. While you can select multiple license keys for the same product to be moved at once (i.e, vSphere 5),  if you switch your view to another product (i.e., vCenter Server 5) you lose all your original selections.  You’ll have to organize your vSphere keys and vCenter Server keys in two separate steps.

 

latoga’s Guide to My VMware

1. Say Hello to My VMware (Portal)
2. My VMware Quick Overview
3. My VMware Users and Roles
4. My VMware for Most of Us
5. My VMware for the Super Us(er)
6. Some My VMware Gotchas To Be Aware Of

For Super Users and the Procurement Contacts, please consider these two users interchangeably unless otherwise noted, the key items of note about My VMware is how to manage licnese keys and Orders/Contracts.  The new portal has a number of features that provide more control to Super Users and Procurement Contacts regarding distributing license keys across their organization as well as keeping all those keys organized.

I urge all Super Users to take some time to become familiar with My VMware and the new level of visibility they have to Accounts and Entitlements for their organizations. They should also keep in mind that changes they make to License Key organizations can have impact to other My VMware users within their organizations.

Orders/Contracts

As part of the My VMware launch, there was also a consolidation of account records within the VMware Orders/Contracts system.  Over the years a single company may have had multiple people (say from different Business Units) buy licenses from VMware.  Each order could have created a separate record in the VMware systems.  My VMware worked to consolidate all these record under the Super User (with some exceptions for larger customers).  As a result, the Super User will be able to see all orders, support contracts, license keys, and Support Requests within their organization.

It is still possible that any user within My VMware would have access to multiple Accounts.  Any user can switch between accounts by using the dropdown in the upper right hand corner of My VMware.  The portal only allows you to work within one Account at a time.  So if you don’t see something that you are expecting to be within your portal, check to make sure you are working within the correct Account.

Software License Keys

First, a quick note about ELAs: the ELA license keys are typically assigned to the Super User.  One of the biggest advantages of My VMware is the increased control over ELA key distribution provided to the Super User.  Prior ELA customer usually ended up with multiple people inside their organization with access to the full ELA key; under My VMware the Super user can divide ELA keys and give access to a subset of the ELA to those who need it, and just the number of licenses they need.

The big change in My VMware is the ability to organize license keys into folders.  Everyone has a default “Home” Folder and if you were a PLA or SLA in the old system, a folder with their full name in which all your license keys were deposited. Super Users will see in their named folder the keys for which they were PLA; they might also see folders with the names of other individuals in your company that were PLA for other orders.You will now have the ability to organize these keys in a way that makes sense for your organization.  I can foresee this being broken down by Business Unit or Group Name and then possible further by physical location the licenses are deployed (see below screen shot with mocked up example).

Some thought should be put into the organization of the License Keys by the Super User.  The process of moving and granting permissions to license keys contains a number of steps…you won’t want to be redoing this once you start.  See the My VMware Gotchas before starting.

Super Users will want to communicate and coordinate across all the VMware users within their organization before doing major organization of keys within folders and granting access to these folders.  If a Super User moves license keys around from folders with another User’s name or renames those folders those changes will instantly appear within those User’s accounts.  This could be confusing with adequate communication as users will have see their folder names and permissions change between two logins.

Full Details in the Knowledge Base:

• Accounts and Account Numbers in My VMware
• Viewing Account Activities and Order History in My VMware
• Viewing Contract and Support Information by Product in My VMware
• Moving License Keys in My VMware
• Viewing License Keys in My VMware
• Folder Management in My VMware

latoga’s Guide to My VMware

1. Say Hello to My VMware (Portal)
2. My VMware Quick Overview
3. My VMware Users and Roles
4. My VMware for Most of Us
5. My VMware for the Super Us(er)
6. Some My VMware Gotchas To Be Aware Of

I anticipate most users of My VMware will be focused on a few key tasks like:

• Working with License Keys
• Managing Support Cases
• Downloading software

Working with License Keys

I image most people outside of the Procurement Contact will need to work with License Keys in some form or fashion.  In general, license keys haven’t changed from the old licensing portal.  You’ll see a collection of license keys for each VMware product that you own. Any notes that were entered in the license keys will still be there in My VMware.

The big change in My VMware is the ability to organize license keys into folders.  Everyone has a default “Home” Folder and, if you were a PLA or SLA, a folder with their full name in which all your license keys were deposited. You will now have the ability to organize these keys in a way that makes sense for your organization.  I can forsee this being broken down by Business Unit or Group Name and then possible further by physical location the licenses are deployed (see below screen shot with mocked up example).

In the end, it’s up to each user or team to come up with a logical organization system that works for them.  Create folders, name them, re-name them, nest them…it’s up to you.

A few Licenses Key items to note:

• When another user grants you access to a license key, they create a folder and placing that license key into that folder. You are granted access at the folder level.  So once that happens, you’ll see this new folder appear within your Home folder.  Most of the time users receiving licenses may not have the ability to move or rename this folder (it depends on the permissions the granting user gives you).
• A larger organization may eventually have the Super User define a folder organization structure for them to optimally manage the license keys for the enterprise.  This may cause other user’s folders to change.

Managing Support Cases

If you need to open a new Support Case or check on the status of an existing Support Case, you can do it all under the “Support” menu of My VMware.

Users will have the ability to see all support cases they have ever opened with VMware Support and search thru the history.  Once nice feature is the ability to search your Support History for specific or all Accounts you have access to (Super Users have additional visibility and can see all Support Cases for all Accounts they are Super User for)

Downloading software

My VMware also provides links to allow you to download software quickly from within the Portal.  Evaluations, betas, trials, appliances, product downloads, they are all just one click away under the “Product and Downloads” menu of the portal.  Most of these will link you to the download locations that you are already familiar with.

Full Details in the Knowledge Base:

• My VMware Product Licensing or Account Support Resources
• Viewing and updating Support Requests in My VMware
• My Download History in My VMware
• My Evaluations in My VMware