IBM Global Technology Services GSMRT Chargeback Reports Training

IBM Global Technology Services Purpose of this Training Presentation § Provide instructions on how to get access to the GSMRT Chargeback reports § Explain the basic functions of the GSMRT Chargeback reports including navigation, download, print and basic searches § Provide an overview of report content for the following reports: – Infrastructure Invoice – MNS Invoice – Infrastructure Resource Usage Trend & Variance – MNS Resource Usage Trend & Variance 2 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services What is GSMRT? § Global Systems Management Reporting Technology (GSMRT) is a Web-based reporting solution accessible via the Georgia Enterprise Technology Services (GETS) portal. § GSMRT reporting provides clients, IBM account management and support teams a way to view their business via chargeback, operational and service level reports. § The built-in search and analytical functionality enables users to interpret detail data and view useful summary information from any detail report. 3 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Access Instructions © 2009 IBM Corporation

IBM Global Technology Services GETS Portal Sign-in Page First Step Toward Accessing the GETS Portal § Go to the GETS Portal Sign-in page at URL https: //www. ibm. com/services/connection/portal § Click the register now link at top of screen and you will be presented with the IBM registration page § All Users have to self-register to complete the GETS portal boarding process § GETS Portal access is required to access GSMRT § Super Users have the ability to request GSMRT access through the Service Catalog for users in their agencies 5 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT Overview © 2009 IBM Corporation

IBM Global Technology Services Sign in to GETS Portal § Enter your IBM ID

IBM Global Technology Services Navigation to GSMRT within GETS Portal Click on the Click here to access… link in the Operational Report Viewer 8 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Navigation to GSMRT within GETS Portal If you do not have this link or if you have any questions about the Chargeback Reports, contact your Agency Super User 9 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Chargeback Folder Clicking on the Chargeback link will generate a list of documents the user is authorized to view 10 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Chargeback Documents Clicking on the Chargeback Reports link will generate a list of reports the user is authorized to view 11 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Report List From the Report List, the user selects which

IBM Global Technology Services Interface – Trend Reports Interface – Other Reports 13 GSMRT Chargeback Reports Training chargebackadmin@gta. gov Depending on the report chosen, the user is presented with an interface allowing selection of the data to be included in the report. © 2008 IBM Corporation

IBM Global Technology Services Report Output 14 GSMRT Chargeback Reports Training chargebackadmin@gta. gov If there is additional drill down in the report, the field is identified by a blue hyperlink. This signifies there is a detail report available for that line item. © 2008 IBM Corporation

IBM Global Technology Services Drilling Down on Resource Units - Identifiers 15 § In order to validate the number of resource units billed, the GTA customer can drill down on the quantity and view additional information. § For each resource unit, a limited number of fields, called identifiers, will be available to allow the customer to better understand what is being billed. § Because the RUs represent a wide range of services, the identifiers are unique to the type of resources being counted. § The identifiers provide meaningful but limited information and are designed to allow the customer to determine whether the charges are correct or if additional research is needed. § All resources units will have identifiers for the accounting (invoice) date and the usage dates. Note: All invoices will be issued the month following the actual usage so the April invoice will show usage dates incurred in March. GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Drilling Down on Resource Units – Identifiers (cont’d) § Identifier options are associated with the selected RU § Select up to five Identifiers for the drilldown report. § The Identifiers will be returned in a "nested" order. Central/Campus Desktops Drill 16 GSMRT Chargeback Reports Training chargebackadmin@gta. gov § The drilldown report will include one line for each unique set of selected Identifiers. © 2008 IBM Corporation

IBM Global Technology Services Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. 17 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Drilling Down on Resource Units – Identifiers (cont’d) § Identifier options are associated with the selected RU § Select up to five Identifiers for the drilldown report. § The Identifiers will be returned in a "nested" order. Voice Port - Basic Drill 18 GSMRT Chargeback Reports Training chargebackadmin@gta. gov § The drilldown report will include one line for each unique set of selected Identifiers. © 2008 IBM Corporation

IBM Global Technology Services Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. 19 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Drilling Down on Resource Units – Identifiers (cont’d) § Identifier options are associated with the selected RU § Select up to five Identifiers for the drilldown report. § The Identifiers will be returned in a "nested" order. INF Miscellaneous Charge Drill 20 GSMRT Chargeback Reports Training chargebackadmin@gta. gov § The drilldown report will include one line for each unique set of selected Identifiers. © 2008 IBM Corporation

IBM Global Technology Services Invoice Detail Report The detail report is grouped by the Identifiers selected by the user. 21 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Basic GSMRT Features and Functionality § Navigation using the Navigation Bar § Navigation using the Table of Contents § Download and Print § Search 22 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Navigation using the Navigation Bar (Nav Bar) 23 § The Show TOC button is described on slide 25 § The First button takes you to the very first page in the report you are currently viewing § The Prev button takes you to the page numerically preceding the current page that you are viewing, rather than the previously viewed page § The Next button takes you to the page numerically following the current page that you are viewing § The Last button takes you to the very last page of the current report that you are viewing § The Goto function allows you to view a particular page by typing a page number in the Page box § Resizing is possible using the drop down menu with percents - 100% is the default viewing GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Navigation using the Navigation Bar (cont’d) 24 § The Search functionality allows for searching enabled elements within the report as described on slides 31 - 33 § The Download/Print button is described on slides 26 – 30 § The Help button directs the user to information about how to use the reporting tool (not the report specific content) § The X button will close the current report/parameter screen and display the previous report/parameter screen GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Navigation using the Table of Contents (TOC) twistie links § The TOC is built based on the groupings within the report. § When you click on the TOC button, a navigation pane appears on the left hand side of your screen § Clicking on the twisties (right-pointing triangle) expands the detail underneath § Clicking on a link (underlined words) takes you to the page of the report containing that information 25 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Download and Print § The Download/Print button allows users to download or print using Adobe Acrobat Reader (. pdf), Microsoft Power. Point (. ppt), Microsoft Excel (. xls), and Rich Text Format (. rtf). § PDF is the recommended format as it will retain the formatting contained within the report. § From the report view, click on the Download/Print button 26 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Download § Select desired output format and page range §

IBM Global Technology Services Download (cont’d) § Select Open to download and view locally § Select Save to download to your hard drive 28 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Print § Select desired output parameters and Click View Report

IBM Global Technology Services Print (cont’d) § Print using the print functionality for the

IBM Global Technology Services Search Pane When you click on Search on the Nav. Bar, the left pane area of the browser opens up as your search window § Search can be used to identify specific data elements or groups of data elements in the report. § Search can be used to filter data within the report. § Search can be used to download data into comma delimited, tab delimited, unicode tab delimited and MS Excel without formatting. § Examples: § User may want to find all accounts that used a specific RU. § User may want to find which accounts have used more than X amount of a specific RU. § User may want to download report content into MS Excel for further analysis and manipulation. 31 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Search (cont’d) § By moving your cursor into the report, you can tell that a particular field is searchable when your cursor turns to a little hand, and when you stop moving your cursor, a pop-up box tells you that the field is searchable § Select as many fields as you would like to bring into your search window § Apply filter logic as needed. Use the wildcard “*” feature to match values 32 § Click Search GSMRT Now Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Search (cont’d) § Search results show up in the left panel as hyperlinks. Clicking on any of the results will take you to the page of the report where that data exists. 33 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Exporting Data to MS Excel § Use the Search feature and download to MS Excel – This function exports search results into columns and rows with no additional formatting carried forward from the GSMRT report. For example, if there are groupings and headers in the GSMRT report they will not be carried forward into the exported file. – Users are restricted to size limitations imposed by MS Excel. For example, MS Excel 2002 has a limit of 64 K rows per worksheet. 34 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Downloading Search Results to MS Excel § Use the Search feature as described on slides 30 - 32 § Select MS Excel File from the Download search results as: drop down box § Click Go 35 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Downloading Search Results to MS Excel (cont’d) Click Open or

IBM Global Technology Services Downloading Search Results to MS Excel (cont’d) § At this point, the user can manipulate and analyze the data using the features and functionality in MS Excel. § The search results are put into columns in the order the fields were selected in the search panel. 37 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Reports Overview © 2009 IBM Corporation

IBM Global Technology Services GSMRT Reports MNS and INF - Infrastructure reports are available on or about the 15 th work day of each month. Trend reports show history for cost and resource usage MNS - Managed Network Services reports are available on or about the 10 th work day of each month. 39 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services Length includes leading period GTA Account Code Structure Name Length Total Length GA 4 4 Agency 6 10 Customer Defined 9 19 Identification 16 35 GA 01. 1000000000135280 GA 01. 2000000000140114 GA 01. 46200. 000000000107778 The Account Code structure is used to define which clients will be included in the generated reports and invoices. Note: Security allows the user to only view data for the user’s Agency or Customer Account. 40 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT – Invoice (Both MNS and Infrastructure) Defines at what level of the Account Code the report will be generated Defines the range of Account Codes that will be included in the Invoice. You are defining the starting and ending account code values. All account codes within the range will be included in the generated invoices. Defines date range for data contained in the generated invoices. 41 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT – Invoice (Both MNS and Infrastructure) Number of RU units used Rate charged for each RU unit used RU – Resource Unit RU units * Rate per unit GTA Fee (RU units * Rate per unit) + GTA Fee 42 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT – Invoice (Both MNS and Infrastructure) Resource Unit Group or Tower Totals for RU Group Grand Total charged to Account Code 43 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT – Usage Trend & Variance (Both MNS and Infrastructure) Defines at what level of the Account Code the report will be generated Defines the range of Account Codes that will be included in the Report. You are defining the starting and ending account code values. All account codes within the range will be included in the report. The report will include totals for the indicated month as well as the previous “Number of Months” requested. The variance and delta displayed will span the requested month and previous month. 44 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services GSMRT – Usage Trend & Variance (Both MNS and Infrastructure) Variance and Delta for selected and previous month RU quantity billed One line for each RU 45 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation

IBM Global Technology Services If you have questions about a Chargeback Report or the Chargeback Invoice, please contact GTA Chargeback Administrator Joyce Porterfield at 404 -657 -1122 or send an email to Chargebackadmin@gta. gov 46 GSMRT Chargeback Reports Training chargebackadmin@gta. gov © 2008 IBM Corporation