SmartConnect for Partners

If you provide Managed Services to your customers, you may need deeper on-demand insight into your customer's environments. SmartConnect customers can Share Devices with up to 5 other users. This feature provides all of the same privileges as owner-user, except for privileges to delete devices or transfer device ownership.   To view a shared device, accept the invitation you receive from your customer via email or shared link. If you are new to EcoStruxure IT SmartConnect, you will be guided through account set-up. You can then add the shared device to your validated user account.   With a shared device you can: View devices shared with you by multiple different users View and manage devices without 'owning' the device Buy and apply SmartConnect subscriptions to shared devices Remotely run a firmware upgrade, adjust sensitivity, run self-test and set battery install dates. User roles and actions are stored in the Event Log   Operational Report You can download the operational report to view device status, battery charge levels, runtime and other vitals. The report can provide the basis for optimization, modernization and replacement forecasting.   Renewals Report You can download the Renewals report to view the customer's replacement needs at-a-glance. This lifecycle management report details device age, Smart-UPS model SKUs and replacement part numbers.   Event Log The customer's event log details device events that have occurred within the past 35 days, ordered by severity. This can provide insight into high activity devices and locations.   To allow customers to Share Devices with you, set up a SmartConnect account. To view a demo of the Shared Device feature, visit SmartConnect.

Renewal Notification SmartConnect customers are notified that their subscription requires renewal by: A notification on the Dashboard, Subscription Overview and Device page. The subscription expiry date specified in the myInventory and myRenewals asset reports. Email communications to the customer, and to the Reseller (if renewal email notifications have been enabled through the reseller feature). SmartConnect Renewal Email Notification   Note: SmartConnect customers do not use mySchneider Software Management to renew their SmartConnect subscription. Instead, customers or their technical representative receive the SmartConnect activation code via email, and log in to SmartConnect to manually assign the subscription.  See How to Renew a Subscription below.   How to Renew a Subscription  As a partner, your customer may share their SmartConnect devices with you. You can view these shared devices when logged in, and perform the following actions: Receive subscription expiry notifications. Purchase a subscription for a device that was shared with you, and receive an activation code. Activate a subscription for your customer.    If you are performing the purchase and activation of a subscription on behalf of your customer, your email address is provided as Installer Email and you will receive an activation code via email. One activation code can contain a quantity of licenses that can be assigned to shared devices when you are logged in to SmartConnect:  SmartConnect Activation Code Email     Note: The full quantity of licenses associated with an activation code does not need to be assigned at once. You can assign a proportion of the license quantity, and use the same activation code to assign the remaining quantity to devices at a later date. Each entitlement term is calculated independently for the assigned device, starting from the date of assignment.   Assign Subscription to a Shared Device  Log into SmartConnect and Verify your Activation Code to apply the subscription to your customer's shared device:   Verify Activation Code   Select Shared with Me to assign a license to a shared device:   Shared With Me   Select the checkbox beside a device to assign a license to one or more devices, and click Next. Note: The devices are listed in order of eligibility for renewal. You can renew devices early with no loss of term duration. See Early Renewal below. Select Shared Devices Confirm the assignment to complete the subscription renewal for the shared device:     Early Renewal When you renew a subscription, SmartConnect appends the duration of the new subscription to the end of the current term. If you renew a subscription before it has expired, there is no loss of duration - the new term starts only when the current term entitlement ends. In a large installation with many UPS devices and varying terms, it is recommended to renew early to ensure no loss of service.    SmartConnect Subscription - How to Quote When a customer gets a renewal notification, they can send the myRenewals report directly to a Partner to seek quotation. Here are some key considerations when providing a quotation for a new or renewal subscription, to provide the customer with the best range of options: Provide a quote for 1 year, 3 year and 5 year plans. Provide a quotation that includes a selection of Standard and Advanced plans. Check the Battery Replace By dates in the myRenewals report to provide a quotation for battery needs. Check the Warranty Expiry dates in the myRenewals report to consider their warranty needs. Consider the Advanced Plan Promotion and view how volume impacts quantity and term duration value for the customer. Use the licence quantity calculator to help customers get more subscription for the same price. Order the quantity of licenses required, and the free quantity of 1 and 3 year advanced plans is automatically added. Customers can obtain the additional free months once they activate their subscription.  If you participate in the Schneider Electric Partner Program, you can access more information on quotation and promotions here. Note: Login to mySchneider as a Partner is required.

EcoStruxure IT SmartConnect provides two ways for Partners to connect with their customer's asset lifecycle: If you want to support your customers through subscription renewals, modernization, warranties, spare parts and budget forecasting, but you do not want to manage their IT assets or support services, see Reseller. If you are a Managed Service Provider and you require deeper on-demand insight into your customer's environments, see Managed Service Provider.  

As a Reseller, you want to support your customers through subscription renewals, modernization, warranties, spare parts and budget forecasting. SmartConnect provides easy-to-read reports that you can use to make insightful recommendations to your customers. To view the reports: You do not need a SmartConnect account. You do not need to be responsible for managing your customer's IT assets or support services.   Your customers can share their SmartConnect reports with you: Inventory Asset report A list of all installed devices, with device age, model, replacement part numbers, operational status and expiry forecasts. Key details of run time, battery age and required part numbers allows you to suggest replacements and prepare a quote based on the provided part numbers (SKUs). Renewals Report With SmartConnect, your customers can provide a lifecycle management report detailing device age, Smart-UPS model SKUs and replacement part numbers, containing no sensitive operational data.   Customers can share Lifecycle renewal information with Resellers by linking a Reseller's email address to receive periodical renewal notifications (non-operational data).   See also: Download Reports Resellers can receive customer renewal notifications and reports via email without needing a SmartConnect account.

Is there a Partner role in SmartConnect? SmartConnect customers can share insightful Inventory and Renewal reports with Resellers. SmartConnect customers, and their Managed Service Providers can also use the 'Shared Devices' feature to allow their MSPs to collaborate on monitoring, management and connection of their shared devices. What type of asset reports are provided in SmartConnect? SmartConnect downloadable reports contain vital information, and you can receive actionable advice and modernization recommendations from experienced resellers, based on these reports. Details such as device age and comparisons of runtime vs load can provide guidance for renewals, or indications to upscale to higher capacity UPS devices to ensure graceful load support during a utility power outage. Can I monitor other user’s devices on my existing SmartConnect account? Yes, accept the Shared Device invitation via email or share link to add the new Shared Device to your user account. It will appear under the tab Shared Devices. If you do not have a valid SmartConnect user account, you will first be guided to sign up and validate a new account. As a Partner, how do I buy and administer licenses in SmartConnect to customer devices? As a Partner, you can buy through your local sales channel, availing of any price/payment terms or volume discounts when you buy single-or multi-node licenses. Once you receive the email with Activation codes, you can log in to your user account on SmartConnect and apply licenses to your own or shared devices.   As you have a SmartConnect account, you can also buy single-or multi-node licenses online through SmartConnect in-app purchase flows. You will see online pricing relevant to your region. Once you have completed the purchase using a credit card, the email with Activation code will be sent to your email address. Note: It is the responsibility of the Partner to track and manage licensing and licensing costs when acting as a Shared user. How can I remove a customer’s devices from my Shared devices view? Log in to SmartConnect and navigate to Shared Devices. Select all devices belonging to the customer you would like to remove from your view. Click Remove. This action revokes the Shared Devices from your view, but does not affect the original owner-user's device setup. Your action is saved in their Event Log.