Bulk Operations: Upgrade, Upsell, or Renew a Product
This wizard allows you to create new entitlements for a customer that has purchased either:
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An upgraded version of a product. This allows a customer to move from an older version of a product to a newer version. |
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An upsold version of a product. This allows the customer to move from a product with fewer features to one with more features. |
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A renewal of a product. This allows a customer to extend an existing entitlement for a licensed product. |
The Bulk Operations process allows an Upgrade, Upsell, Renew, Test Upgrade, Test Upsell, or Test Renew of an entire set of entitlements. You are presented with a wizard that prompts you for information about the type of action that you want to perform. Many of the steps for completing each of these processes are identical and are outlined here. You can perform these operations in bulk, for multiple accounts, line items, and products all at once.
Note:Before performing an upgrade or upsell action, you must create the appropriate upgrade and upsell relationships between products. In addition, you can perform a Renew only when one of the following conditions is met:
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The entitlement line item has an Expiration Term that is temporary. (That is, the Expiration value is not set to Permanent.) |
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If the Expiration Term for the entitlement line item is Permanent, it specifies a Product containing at least one Feature with the Version Format Type set to Date Based. |
Important:FlexNet Operations does not evaluate the count of available copies when an upgrade is created. Therefore, it is possible to create an upgrade count that exceeds the number of available copies; however, the count is evaluated at fulfillment time. On fulfillment, upgrades that exceed the available count are rejected. To avoid errors at fulfillment time, users can invoke the method getExactAvailableCount(), which returns the exact number of copies available for upgrade fulfillment. This method is available as a web service call and also as part of public API.
To use the Bulk Operations wizard
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Click Entitlements > Bulk Operations. This link opens the Bulk Operations page. |
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Select your operation by clicking the corresponding button: Upgrade, Upsell, Renew, Test upgrade, Test upsell, or Test renew. (The Test version of each operation only shows draft and deployed entitlements.) |
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Basic Information: Enter the basic information about the operation, and then click Next. |
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Name: The name of the upgrade, upsell, or renewal. You can use this for tracking purposes. |
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Description: A short description of the bulk operation you are performing. |
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(For Upgrades or Upsells Only) Check Maintenance: Select whether or not any maintenance line items are included in the upgrade or upsell. If Yes, select an expiration date for the maintenance using the calendar control. Line items linked to maintenances expiring after this date are displayed later. |
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Obsolete Line Items: Indicate whether or not the parent line item of this item will be made obsolete. |
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(For Renewals Only) Support Version Date Renewals: For renewals, select whether or not to support version date renewals. |
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If yes, then permanent line items are shown during the renewal process. Only line items that have products with a date-based feature are shown. |
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If no, then you cannot renew permanent line items. |
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Select Product: For upgrades and upsells, a list of products is presented that can be upgraded or upsold. These are products that have been entitled to this account and that either have an Upgrade To relationship or an Upsell To relationship. Select the product (or products, all of which must be in the same entitlement line item) you want to upgrade or upsell and then click Next. |
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Select Accounts: If you want to perform the process for all accounts, select Yes. If not, select No and then select the accounts for which you want to perform the process. When complete, click Next. |
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Select Line Items: Select the entitlement line items you are upgrading, upselling, or renewing. These are entitlement line items that contain products entitled to the selected accounts. In Count, type the number of copies in the entitlement line item you want to upgrade, upsell, or renew. For Test operations, only Test line items are displayed. Then, click Next. |
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Select Product: For upgrades and upsells, a list of products is presented that can be upgraded or upsold. (The products being operated upon in Step 4 must have a common license model for you to select them in this step.) Select the products you want to upgrade, upsell, or renew and then click Next. |
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Configure Product Quantities: Enter the quantities of the products being upgraded, upsold, or renewed. |
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Configure Part Number and License Model: Select the part number and license model for the product being upgraded, upsold, or renewed. |
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Line Item Attributes: Specify the version date and auto fulfill option, and enter values for any additional entitlement line item attributes for which you are prompted. |
Specify version date as follows:
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Version Date: Define how the version date is determined. In the drop-down menu, select either: |
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Use Start Date to compute Version Date: the Version Date is computed using the duration entered here and the Start Date. Enter a value for a duration of time that is added to the Start Date value. The Start Date Value can be defined on this page or can be defined at the time the Entitlement Line Item is activated. |
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Specify Value Now: specify a static date. |
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Specify the Version Start Date Later: the Version Date is computed using the duration entered here and the Version Start Date. Enter a value for the duration that is added to the Version Start Date value. The Version Start Date value is defined at the time the entitlement line item is activated. |
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Specify Version Date Later: the Version Date is specified at the time the entitlement line item is activated. |
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Use Activation Date to compute Version Date: the Version Date is computed using the duration entered here and the Activation Date. Enter a value for the duration that is added to the Activation Date value. The Activation Date is the date when the entitlement line item is activated. |
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Permanent: Specify whether this license is Permanent or Temporary. |
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Duration: If the license is temporary, specify the duration that it is valid. |
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Date: If the license is temporary, specify a static date when the license expires. |
For Auto Fulfill, specify Yes or No:
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Click Yes to automatically fulfill the line items. All the line items in the bulk operation are automatically fulfilled after the operation is submitted. Example: For a bulk upgrade operation in which the parent line item is already fulfilled, FlexNet Operations creates the new, child (upgrade) line items and automatically activates them. |
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Click No if you want to manually fulfill the line items. Line items in the bulk operation must subsequently be manually fulfilled as a support action. |
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Configure Policies: Set policies for the following items, and then click Save & Next. |
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Number of Rehosts: How many times and how often can your customers move (or rehost) licenses from one computer to another? Choose from Ignore Policy or Specify Value Now. If you choose Specify Value Now, the Producer Portal reveals controls for setting the number and frequency of rehosts. |
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Number of Returns: How many times and how often can your customers return licenses to the pool of available licenses? Choose from Ignore Policy or Specify Value Now. If you choose Specify Value Now, the Producer Portal reveals controls for setting the number and frequency of returns. |
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Number of Repairs: How many times and how often can your customers repair licenses? Choose from Ignore Policy or Specify Value Now. If you choose Specify Value Now, the Producer Portal reveals controls for setting the number and frequency of repairs. |
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Number of Extra Activations: How many extra seats (or activations) do you want to enable for each entitlement? Choose from Ignore Policy or Specify Value Now. If you choose Specify Value Now, the Producer Portal reveals a field for the extra activations value. |
Note:For additional information about configuring license policies, see Setting License Model Policies .
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Submit Job: Select whether to submit the bulk operations job for processing now or later. You may want to select this time based on your system capabilities. |
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Jobs submitted now are processed within 2 minutes. |
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If submitted for later, specify the time FlexNet Operations should process the job. Typically, you should choose a time when demand for processing time is low. |
When complete, click Submit. Your bulk operations job is submitted for processing at the specified time. You can check job status on the Bulk Operations page. Failed jobs are displayed on the page as well, along with any errors encountered. More information on failed jobs is contained in the application log.
Tip:FlexNet Operations can automatically create upgrade line items for qualifying products and line items with the Product Version Upgrade job. See FlexNet Operations Alert Types.
FlexNet Operations
2020 R1 SP1
Bulk Operations: Upgrade, Upsell, or Renew a Product