The following steps outline how to create a new service plan or modify an existing service plan in Licensing Management Platform.
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Choose whether to modify or create a service plan.
- To create a new service plan, click the Create Service Plan button.
- To modify an existing service plan, go to the Users & Licenses > Service Plans screen and click the service plan you want to modify.
- Specify a unique Service plan name.
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Select or clear the Enable this service plan check box
as required.
Important:
Disabling a service plan will not impact customers to whom the service plan has already been assigned.
Note:This option is only available when modifying a service plan.
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Select the Product/Service associated with the service
plan.
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If you select a product or service to which a not for resale license is applicable, the Assign as NFR (not for resale) license option appears.
Important:-
A single NFR license is available for certain products in each region. You are permitted to use the NFR license for training and testing purposes at no cost.
Note:This option is only available when creating a service plan.
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Depending on whether you are creating or modifying a service plan, beside
Version type:
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When creating a service plan, choose either Trial or Full.
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When creating or modifying a Trial service plan, select Enable trial form for this service plan.
A trial form URL appears. You can copy and provide the URL to customers to help expedite the trial period sign up procedure for this service plan.
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Select the Unit type.
Note:
The types of units available vary by product and region.
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Beside Activation policy, select to have the license
activate immediately after assigning the service plan, or once a user logs on to
the Customer Licensing Portal.
Note:
Only available for SaaS offerings.
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Select the Data center associated with the service
plan.
Note:
Only available for SaaS offerings.
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Beside Managing product/service, select or clear the
Remote Manager as required.
Note:
This option is available for certain products and only when modifying a service plan.
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Select the Initial license period for the service
plan.
After this period, if you have not enabled automatic renewal, you must renew the license or the license expires.
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Select Start charge date XX month(s) after license start date to delay the start of the first billing cycle between partners and customers for this service plan.
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- To enable Auto-renewal, select Licenses will be renewed automatically, regardless of the initial license period and specify the number of months to auto-renew the service plan for.
- Specify the Expiration notification period.
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Next to Add-on, select Enable to
include the add-on feature in the service plan.
Note:
Only available to certain products.
- Click Save.