Reserve a License

Use the Reserve License feature in the Licensing window to ensure that a license is always available for a:

  • User: Reserve a license for the system administrator, so that he can always access CSM.
  • Department: Reserve two licenses for the IT department so that members of that department can always access CSM.
    This option is available only if a Department Holds Property is set on a Department field in the UserInfo Business Object (CSM Administrator>Blueprint>Edit UserInfo Business Object>General Page>Holds drop-down at the bottom of page). It is also recommended that this Field be validated with a list of legal Departments.

To reserve a license:

  1. Open the Licensing window (CSM Administrator>Security>Licensing).

    The Reserved Licenses area lists the reserved licenses by User and department.

  2. To reserve a license for a particular User:
    1. Click Add user.

      The Add Reserved License window opens, listing Users who do not currently have a reserved license.

    2. Click one or more users for whom to reserve a license.

      Tips: Press Ctrl to select noncontiguous Users. Press Shift to select contiguous Users. Click New User to create a new User Profile easily.

    3. Select OK.

      The User's Profile updates to reflect a reserved license (Has reserved license check box is selected).

      Tip: Reserve/free a license by selecting the Has reserved license check box on the User's Profile (Admin>Security>Edit Users).

  3. To reserve one or more licenses for a particular Department:
    1. Click Add department.

      The Add Department License window opens.

    2. Select the department for whom to reserve a license.
    3. Select the number of licenses to reserve for that department.
    4. Select OK.

  4. To free a license, select the User/department, and then click the Remove button.
  5. To change the number of reserved licenses for a department, click the department, and then click the Edit button.
  6. Select OK.