Creating licenses manually

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When creating a license you are entering the following details:
  • Details that your business requires to help it manage its licenses.
  • Details that your business requires to manage a license audit.

In key fields on the License view (for example, the ‘Type’ field), the values that you enter require that logically appropriate values be entered on subsequent fields.

These are the steps for creating a new license manually:
  1. Go to the Licenses application. (Open menu > Assets > Licenses).
  2. On the toolbar, click New. The License tab opens with the Status field set to DRAFT and the Start Date field set to the current date.
  3. If the License field is empty, enter a value for the license identifier. The identifier can be any alphabetic, numeric, or alphanumeric text string assigned by your organization.

    If the License field already has an identifier, you can overwrite or edit it. For example, you can edit the identifier by appending an alphanumeric character string to differentiate it from other licenses: if you have multiple sites and want to identify licenses by site or location, you can append the license number with an indicator such as a building number or site name.

  4. Optional: In the Description field, you can provide a more meaningful or friendlier description of the license identifier. To enter additional information, click Long Description.
  5. Complete additional fields in the record heading section as needed. An asterisk (*) indicates a required field. You must provide a value for all required fields in order for the license record to be saved. These are the fields required to create a license:
    1. License – (Unique identifier)
    2. Vendor - (Note that the vendor name requested in the Vendor field refers to the company that issued the license, which is not necessarily the software manufacturer. Check your license agreement to be sure.)
    3. Type – (IPLA, ICA, or generic)
    4. Platform – (i.e. Distributed or Mainframe)
    5. Scope – (e.g. Enterprise)
    6. License Term
    7. Capacity – (Amount of usage allowed by a license)
    8. Capacity Unit – (for example, “Instinst” refers to an Installed Instances license)
    9. Start Date
  6. In the Scope section, select a value in the Scope field. The scope reflects the vendor entitlement associated with the license. Note that all scope types except ‘Enterprise’ limit the license scope.
  7. Complete additional fields in the Scope section as needed. As noted earlier, an asterisk (*) indicates a required field.
  8. Optional: In the Associated Product section, associate one or more software products with the license. (Product Associations do not need to be completed at time of license creation and may be performed at a later time. However, please note that you cannot change the status of a created license from ‘Draft’ to ‘Active’ until at least one software product is associated to it).
  9. Optional: In the Allocations section, select the appropriate tab for the type of license capacity you want to allocate, then click New Row or Select and add a row to the table for each allocation. (Allocations do not need to be completed at time of license creations and may be performed at a later time).
    1. You can allocate or distribute license capacity among one or more computers, partitions, locations, or users. The scope of the license determines which of these internal entities you can allocate capacity to.
    2. You can also allocate the cost of a license to one or more general ledger (GL) accounts.

    On the toolbar, click Save.