Creating and Modifying Service Plans in Licensing Management Platform

Procedure

1. 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.
2. Specify a unique Service plan name.
3. 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.

4. Select the Product/Service associated with the service plan.
   • 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.

5. Depending on whether you are creating or modifying a service plan, beside Version type:
   • When creating a service plan, choose either Trial or Full.
   • 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.
6. Select the Unit type.

   Note The types of units available vary by product and region.

7. 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.

8. Select the Data center associated with the service plan.

   Note Only available for SaaS offerings.

9. 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.

10. 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.
    • 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.
11. 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.
12. Specify the Expiration notification period.
13. Next to Add-on, select Enable to include the add-on feature in the service plan.

    Note Only available to certain products.

14. Click Save.