Named User Management

Some software licenses entitle you to install an item of software on a specific item of hardware, whereas other licenses entitle specific named users to use an item of software. In this section you learn about the Named User Management page, where you can manage these user records. You can create user records manually or import them.

Click Users under Estate Management on the menu bar to see the Named User Management page, which contains a data grid of all the users in License Optimizer. To edit a user record, click it in the data grid to display the Edit User dialog from where you can see the Product Roles, OSIs, Vendors, and DSL Families associated with the user.

Duplicate users

Sometimes, your named user data can include duplicates – for example, if you have imported user data from separate data sources that contain the same user. You can remove duplicate users (see Removing duplicate users) so that they are not included when calculating liability.

If you have removed duplicate users, the aggregate data from all user records appears on the primary user row on the Named User Management page, with any data from secondary records highlighted in italic font. If you export named user data from this page, the aggregated data is exported. It is this aggregated, primary user that appears in the User Name drop-down on the Add Resource Usage Details dialog (see Software Users). The data source for each secondary user is reported when you expand the row to see the secondary users.

For information on how to import user records, see Importing data. For more information on using the data grid that the records appear in, see Viewing pages of data.

Named User Management page gears menu

The Named User Management page gears menu has the following options:

Create User – enables you to create new user records manually. For more information, see Creating named users.

User Recognition – enables you to remove duplicate user records. For more information, see Removing duplicate users.

Quick Edit – enables you to update or clear the Location field for multiple selected user records at the same time. For more information, see Locations.

Bulk Delete – in addition to deleting individual records using , you can delete multiple user records with this command. Select the check box alongside the records you want to delete, then click Bulk Delete from the gears menu.