Upgrading, Upselling or Renewing a License
To upgrade a license through End-User Portal, the producer must have created and deployed the upgrade entitlement line item through FlexNet Operations. This process will generate a new license.
To upgrade, upsell, or renew a license:
| 1. | Click License Support > List Licenses. |
| 2. | Search for a fulfillment to be rehosted. Search by Activation ID, Product, Sold To, Hostid, or Fulfill ID. |
| 3. | Check exactly one fulfillment ID and click either |
| • | Action > Upgrade |
| • | Action > Upsell |
| • | Action > Renew |
| 4. | If there are multiple Entitlement Line Items in the Entitlement that each specify products you can upgrade to, you will be given a choice of which product you want to upgrade to. Select one. |
| 5. | Define the following values (these fields are displayed for the Upgrade, Upsell, and Renew processes). |
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Field |
Description |
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The start date for the new license. To specify a start date, click the Calendar button next to the Start Date field and click a date. This will not appear if the Start Date was define when the entitlement line item was created. |
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This field defines the email address where the license for this entitlement line item should be sent. Click the Search button to select an email address for one of the contacts in the sold-to account. Additional email addresses may be entered in a comma-separated list that contains no spaces, or may be specified later when a license certificate is sent by email. |
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Enter the mailing address where the license should be sent. It may be the mailing address of one of the contacts in the account. |
| 6. | Under the License Model Attributes section, enter the values for any producer-defined attributes. These are custom attributes that the software producer has have not yet been defined. If the software producer may not have defined custom attributes. |
| 7. | Click either |
| • | Verify button to verify that the license is valid. |
| • | Generate [Upgrade/Upsell/Renew] License button to create the Upgrade License. See Viewing a License Summary , for information about the next display. |
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.
What is an Upgrade?
An upgrade occurs when a customer replaces an older version of a product with a newer version, such as moving from MyProgram Version 4.5 to MyProgram Version 5.0.
What is an Upsell?
An upsell occurs when a customer replaces a product with another product that provides a superset of the original product’s functionality, such as moving from the MyProgram Standard Edition to the MyProgram Professional Edition.
What is a Renew?
A renewal extends the expiration date of a product’s original entitlement to a date in the future. It is not necessary to define a relationship for a renew operation because the product involved does not change.