This documentation supports the 18.05 version of Asset Management.

To view the latest version, select the version from the Product version menu.

Relating one license certificate to another license certificate

When you renew or upgrade a software license, you can relate the new and old license certificates to each other, to help maintain traceability.

For upgrades, both certificates might be executed. Software CIs for the old version are connected to the old certificate, and software CIs for the new version are connected to the new certificate.

For renewals, the old certificate is typically historical. Only the new certificate is executed.

You can relate certificates for other reasons, if appropriate.

Important

Relating license certificates is not the same as grouping license certificates. For information about grouping license certificates, see Manually managing certificate groups.

To relate one license certificate to another

  1. Open the Software Asset Management (SAM) console.
  2. Select the license certificate, and click View.
  3. On the License Certificate Information form, click the Related Certificates tab.

  4. In the Relationship Type list, select Renew, Upgrade, or Relate.
    If you select Upgrade, skip to step 7 or step 8.
  5. If you selected Relate or Renew to create a new certificate to relate or renew to the current license certificate, click Create.
    Information from the current license certificate is copied to the Create License Certificate wizard. For information about creating a license certificate, see Adding a license certificate to a software contract.
  6. If you selected Renew or Relate in step 4 to renew or relate the license certificate to an existing license certificate, complete the following steps:
    1. Click Search.
    2. In the Searching for Certificates dialog box, specify the search criteria and click Search.
    3. Select the appropriate license certificate.
    4. Select whether the relationship indicates an upgrade, a renewal, or that the two certificates are otherwise related, and click Relate.
  7. If you selected Upgrade in step 4 and then clicked Create to upgrade the existing license, the Upgrade License Certificate wizard is displayed.


    1. On the Product to upgrade page, enter information regarding the product version you want to upgrade to. Complete all necessary fields, and then click Next.
    2. On the Upgrade information page, complete all necessary fields.
      • The Software Contract ID defaults to the original certificate software contract ID. However, you can select a different Software Contract ID if you bought a new licenses under a different software contract or vendor.
      • The Supplier Company is populated based on the supplier of the software contract. You can select a different supplier company.
      • When entering the Number Purchased, note that you can only enter a maximum of the licenses shown in the Number Upgradable field. The number upgradable is based on the maximum number of original licenses that you had selected to upgrade.

        Important

        You are entering only upgrade information in this page. However, other fields on the new upgraded certificate are populated based on the original certificate that is being upgraded.

    3. After you have entered all relevant information on this page, click Next.
      The Summary page is displayed, prompting you to either save the certificate or go back and review your information.
    4. Click Save.
      A dialog box appears, displaying the upgraded certificate number.
    5. Click OK.
      The wizard closes and the newly upgraded license certificate is displayed on the Related Certificates tab. Observe that the number on the original certificate is reduced by the number that you have upgraded. The new upgrade certificate is now a part of the Master Certificate group. The new certificate will handle the old version and the new upgraded version.
  8. If you selected Upgrade in step 4, and then selected Search to search for an existing license certificate, the Upgrade License Certificate wizard is displayed.
    1. On the Product to upgrade page, enter information regarding the product version you want to upgrade to. Complete all necessary fields, and then click Next.
      The Select Upgrade Certificate to Relate area on the Upgrade information page displays certificates which are already in the system. These certificates can be used to upgrade original certificates to the new version.
      If you are upgrading a certificate that is not a part of any group, you must enter the Master Certificate ID that will get created. Then the original and the new certificate ID become a part of the Master Certificate created with the ID that you specified.
    2. Select an existing certificate, and then click Next.
    3. Click Save.
      The Summary page is displayed, prompting you to either save the certificate or go back and review your information.
      A dialog box appears, displaying the upgraded certificate number.
    4. Click OK.
      The wizard closes and the newly upgraded license certificate is displayed on the Related Certificates tab. Observe that the number on the original certificate gets reduced by the number that you have upgraded. The new upgrade certificate is now a part of the Master Certificate group. The new certificate handles the old version and the new upgraded version.
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