Exercise 5.3 Enabling service trials

In this exercise you will learn how to enable a trial service for your organization.

Overview

Free service trials provide your organization an opportunity to evaluate a service. If service trials are available for your organization, an administrator can enable them for user accounts. Questions about the availability of free service trials for your organization can be directed to your Customer Service representative.

Administrators can enable free service trials for their organization. Once enabled, service trials can be added to user accounts.
Important: The trial period begins once a free trial service is enabled. You cannot disable a trial that has been enabled. To avoid wasting your available free trial services, do not enable trials until you are ready to add them to user accounts and begin your evaluation.

Objectives

After completing this exercise, you should be able to:
Parent topic: Lesson 5: Setting up user accounts
Previous topic: Exercise 5.2: Adding a user to IBM SmartCloud for Social Business
Next topic: Exercise 5.4 Enabling integrated apps

Procedure A: Enabling a free service trial

Step
Action
1
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2
From the navigation pane, click Subscriptions.
Subscriptions link
3
Click Add Trial.
Add Trial link
4
Select the service trial you want to enable and click OK.
The Trial Subscription dialog displays the SmartCloud Connections and SmartCloud Meetings trial options.
5
Verify the subscriptions success message appears.
The message "The subscriptions(s) updated successfully." is displayed.

Procedure B: Enabling a service trial for an existing user account

Step
Action
1
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2
From the navigation pane, click User Accounts.
User accounts link.
3
Select a user account by clicking the user name or selecting Edit User Account from the popup menu.
A popup menu is activated by clicking the arrow to the right of the user name.
4
Under the Subscriptions section, click Change next to the subscription you want to modify.
The change link.
5
Read the Change subscription warning and click Close.
Important: You can only have one service enabled for each Collaboration subscription. Be sure you understand what functionality is associated with the service before confirming a change, as the user may lose access to functionality. Refer to Preparing to Add a User to SmartCloud for Social Business for a feature comparison.
The Change subscription warning dialog is displayed.
6
Select the trial service from the pull down menu.
The SmartCloudConnections Trial service is selected.
7
Click Save Changes.
The Save Changes button.
8
Verify the account update message appears.
The message "SmartCloud for Social Business is updating the account for..... This process may take a moment to complete." is displayed.

Test Yourself

Question Answer
Can a SmartCloud Engage user be assigned a SmartCloud Connections trial service?
CAUTION:
This assignment is possible but not recommended. The effect will be that the user will lose access to the data and features of SmartCloud Engage when they are switched to the trial subscription of the more limited SmartCloud Connections.