Duplicating a license

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Use the Licenses application to create a new license based on an existing one that serves as a template. Because license records can be complex, it can be more efficient to create a new license by copying another one whose attribute values are similar.

About this task

When you duplicate a license, the system automatically generates a unique identifier for the new license. You can overwrite this number or you can append to the number to differentiate it from other license identifiers. For example, 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.

When duplicating a license, relationships to other licenses and to software contracts are not copied to the new license. Also not copied are license keys and license costs. However, license allocations, software relationships, and most other attributes are copied. Dates are changed to the current date, (except for Terminate Date, which is made empty), and the new license identifier is automatically generated for you, though you can edit it.

The steps for duplicating a license follow.

Procedure

  1. On the navigation bar, click Open Menu > Assets > Licenses.
  2. In the Licenses application, open the license whose attribute values you want to copy to the new license.
  3. On the toolbar, open the Select Action menu and click Duplicate License.

    The duplicate license is displayed, with a status of DRAFT. All required fields are prefilled for you. (Required fields are fields that must contain a value in order for the license record to be saved. They are marked by an asterisk [*].)

  4. As needed, edit other fields or rows to make the changes you want.
    You can click New Row to add information or Mark Row for Delete to delete a row, whenever you see these buttons on the page.
  5. Click Save to save the new draft license.