License Optimizer

Editing licenses

You can edit existing license records by clicking a hyperlink in the Licenses grid, or by selecting the check box alongside the required license and then clicking Edit from the Licenses page gears menu. The Edit License page appears.

Edit License page

From the Edit License page, you can edit license details as well as add notes, add or link purchase history records, add or commit transfers, add attachments and view the audit log. For more information, see Adding a new license.

Quick Edit

Typically, you can edit only a single license at a time. However, the Quick Edit functionality enables you to update the following fields for multiple records at once:

Product

License Metric – you can change this only if you have changed Product

License Type – you can change this only if you have changed Product

Valid For

License Available

Contract

To use quick edit:

1.In the Licenses list, select the check boxes for the records you want to update.

2.Click Quick Edit from the gears menu.
The Quick Edit Licenses dialog appears.

3.Complete the dialog as required, then click Update.

License record fields used in reconciliation

Not all fields in the license record are used in the reconciliation process. The table below lists the fields providing additional information and stating whether the field is used in reconciliation:

License Field Notes Used in Reconciliation?

Description

A name attributed to the licenses that typically describes the product and version that is licensed with any other significant information about the license.

No

Product

Each license must be assigned to a product. This is because there can be many variations on how the name of a product is written. To remove any ambiguity about what the product being licensed is, select the product from the License Optimizer Software Library.

Yes

Metric

The type of unit that is licensed.
Examples of some of the metrics available are: install, server, processor, user.

Yes

Valid For

For more information, see Adding a new license.

Yes

Licenses Quantity

The number of licenses available to be assigned against liability.

Yes

License Type

One of Base, Upgrade, Maintenance.

Yes

Maintenance Type

One of Base, Upgrade, Maintenance.

No

Available

A license must be marked as available for it to be included in the reconciliation process.

Yes

Available Fromand to

If a reconciliation is run outside of these dates, the license will not be used in the reconciliation process.

Yes

Downgradable

If this is checked, downgrade paths are applied.

Yes

Purchased By

The Business Unit that purchased the license.

No

Purchase Date

 

No

Contract

The parent contract to which the license belongs. Note that a license can exist independently of a contract.

No

PO Number

 

No

Cost Per License

 

No

Supplier

 

No

License Location

 

No

Business Owner

 

No

Custom Fields

You can use custom fields to store any other relevant information relating to the license.

No


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