Example - Creating a per instance license type (basic mode)

To create the per instance example license type in basic mode

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Asset Management > Advanced Options > Configure License Type, and then click Open.
   The Configure License Type dialog box appears.
3. Click Create.
4. Update the Create License Type page as follows:
   1. Select Global as the company.
      This makes the license type available to all companies.

   2. Enter the following name for the license type: Per instance example.

      Important

      Ensure that you do not name this license type Per instance, because that license type already exists in the system.

   3. Enter the following description for the license type: Example per instance license that includes all instances of a software application.
      By default, the status is set to Draft.
   4. For Groupable, select Yes.

   5. For License Type Mode, select Basic.

      

5. Click Next.
   The Build Connection Questions page of the license type wizard appears. For this license type, the entire set of CIs are used so no connection questions are necessary to filter the set.
6. Click Next to bypass the Build Connection Questions page.
7. On the Compliance Questions page that appears, build the first compliance question as follows:
   1. Enter the following question: Number of licenses purchased.
   2. For Field Type, select Int.
      The Integer Field Type field appears because this is also a groupable license type.
   3. For Sequence, select 1.
      This indicates the sequence in which the question is asked when the license certificate is created.
   4. Because this is a value that cannot be computed, select No for Computed Value.
   5. For Field Visibility, select Visible Read/Write.
      The field visibility needs to be set to read/write access because this field is updated by a value entered when the license certificate is created.
   6. For the Integer Field Type field, select Summable.
      
   7. Click Add.
      The first question is added to the list.
8. On the Compliance Questions page that appears, build the second compliance question as follows:
   1. Enter the following question: Number of licenses deployed.
   2. For Field Type, select Int.
      The Integer Field Type field appears because this is also a groupable license type.
   3. For Sequence, select 2.
      This indicates the sequence in which the question is asked when the license certificate is created.
   4. Because this is a value that must be derived, select Yes for Computed Value.
   5. For Field Visibility, select Visible Read Only.
      The field visibility needs to be set to read only access because this field is being computed.
   6. For the Integer Field Type field, select Distributable.
      The Summable Field List and Set Compliance Alarm fields appear.
   7. From the Summable Field list, select Number of licenses purchased.
   8. From the Set Compliance Alarm list, select Yes.
      If the calculation for this field is not compliant, the alarm has to be set to go off.
   9. Click Add.
      The second question is added to the list.
9. On the Compliance Questions page that appears, build the third compliance question as follows:
   1. Enter the following question: Breach warning level 1.
   2. For Field Type, select Int.
      The Integer Field Type field appears because this is also a groupable license type.
   3. For Sequence, select 3.
      This indicates the sequence in which the question is asked when the license certificate is created.
   4. Because this is a value that cannot be computed, select No for Computed Value.
   5. For Field Visibility, select Visible Read/Write.
      Because this field is being updated by a value entered when the license certificate is created, the field visibility needs to be set to read/write access.
   6. For the Integer Field Type field, select Summable.
   7. Click Add.
      The third question is added to the list.
10. On the Compliance Questions page that appears, build the fourth compliance question as follows:
    1. Enter the following question: Breach warning level 2.
    2. For Field Type, select Int.
       The Integer Field Type field appears because this is also a groupable license type.
    3. For Sequence, select 4.
       This indicates the sequence in which the question is asked when the license certificate is created.
    4. Because this is a value that cannot be computed, select No for Computed Value.
    5. For Field Visibility, select Visible Read/Write.
       The field visibility needs to be set to read/write access because this field is updated by a value entered when the license certificate is created.
    6. For the Integer Field Type field, select Summable.
    7. Click Add.
       The fourth question is added to the list. 
       
11. Click Next.
    The next section of the example shows how to create the actions that work with the compliance questions to determine whether or not the list of certificates retrieved by the default connection behavior are compliant. For more about default license type behavior, see Creating-custom-license-types.
12. On the Compliance Actions page of the create license wizard, select Get in the Action field and then click Create.
    The Get Action dialog box is displayed.
13. Build the Get action:
    1. Enter the following name for the Get action: Get number of licenses deployed. This action retrieves the number of deployed licenses from the list of certificates returned by the default connection behavior (since no connection questions and mappings were configured for this example).
    2. Select AR as the source from which to retrieve the information.

    3. In the Target field, enter the form name from which to retrieve the information: CTR:Contract_Relationship.
       This form holds all connection information stored for processed connection questions.

       Tip

       You configure a license type with the conditions that will be present at the time the license certificate is created. The form CTR:Contract_Relationship will be populated with the information that this Get action needs at that time.

    4. For this license type, you want to count the number of deployed licenses, so select Count as the type.
    5. From the Rule list, select GetCertificates > instanceId, to start the rule count to retrieve the number of license certificates.
    6. From the Operator list, select =.
    7. From the Value list, select Child Instance ID*.
       The WHERE field now contains GetCertificates.instanceId = 'Child_Instance_ID'.
       
       
    8. Click Save.
       The Compliance Actions page of the license wizard is redisplayed and the Get action appears in the list.
       The next steps create the compare action to determine if the number of deployed licenses is compliant based on the number purchased.
14. From the Action list, select Compare and click Create.
15. Build the action that will compare the number of licenses deployed with the number purchased, as follows:
    1. Enter the following name: Check if compliant.
    2. From the Rule list, select Get Questions > Number of licenses purchased.
       
    3. From the Operator list, select the >= sign.

    4. From the Rule list, select Get number of licenses deployed > COUNT.
       
       The completed expression should look as follows:

       Get Questions.Number of licenses purchased  >= Get number of licenses deployed.COUNT
    5. Click Save.
       The next set of steps calculate how many licenses are left based on the number purchased and the number deployed.
16. From the Action list, select Calculate and click Create.
17. Build the calculate action as follows:
    1. Enter the following name: Check licenses left.
    2. From the Rule list, select Get Questions > Number of licenses purchased.
    3. From the Operator list, select the - (minus) sign.

    4. From the Rule list, select *Get number of licenses deployed > COUNT.
       The completed expression should look as follows:

       Get Questions.Number of licenses purchased - Get number of licenses deployed.COUNT
    5. Click Save.
       Next, two breach warning flags are configured as compare actions to warn an operator when licenses are approaching non-compliance.
18. From the Action list, select Compare and click Create.
19. Build the compare action to set breach warning 1, as follows:
    1. Enter the following name: Check if approaching breach warning level 1.
    2. From the Rule list, select Get Questions > Breach warning level 1.
       
    3. From the Operator list, select >=.

    4. From the Rule list, select Check licenses left > RESULT.
       The completed expression should look as follows:

       Get Questions.Breach warning level 1  >= Check licenses left.RESULT
20. Build the compare action to set breach warning 2, as follows:
    1. Enter the following name: Check if approaching breach warning level 2.
    2. From the Rule list, select Get Questions > Breach warning level 2.
    3. From the Operator list, select >=.

    4. From the Rule list, select Check licenses left > RESULT.
       The completed expression should look as follows:

       Get Questions.Breach warning level 2  >= Check licenses left.RESULT

       To display the results of the Get action and set the breach level and compliance flags, you must now build an update action.

21. From the Action list, select Update and click Create.
22. Build the update action as follows:
    1. Enter the following name: Update compliance.
    2. For the Source, select Compliance Question.
    3. From the Set list, select Number of products deployed.
       This value indicates that the question field should be updated based on the count retrieved in the Get.
    4. In the Set Value From field, select Rule.
    5. From the Value list, select Get number of licenses deployed > COUNT.
       
    6. Click Add.
23. Create a second update action in which you set the compliance flag to return a true or false to indicate whether the licenses are compliant. Leave the Update dialog box open and complete the rest of the steps.
    1. For the Source, select Compliance Question.
    2. From the Set list, select ComplianceFlag.
    3. In the Set Value From field, select Rule.
    4. In the Value field, select Check if compliant > RESULT.
       This value indicates that the compliance flag should be set based on the result of the "Check if compliant" compare action configured earlier.
    5. Click Add.
       Both update actions appear in the list.
24. Create a third update action in which you set the breach level 1 flag. Leave the Update dialog box open and complete the rest of the steps.
    1. For the Source select Compliance Question.
    2. From the Set list, select Breach Level 1 Flag.
    3. In the Set Value From field, select Rule.
    4. In the Value field, select Check if approaching breach warning level 1 > RESULT.
       This value indicates that the breach level 1 flag should be set based on the result of the Check if approaching breach warning level 1 calculate action configured earlier.
    5. Click Add.
       Three update actions appear in the list.
25. Create a fourth update action in which you set the breach level 2 flag. Leave the Update dialog box open and complete the rest of the steps.
    1. For the Source select Compliance Question.
    2. From the Set list, select Breach Level 2 Flag.
    3. In the Set Value From field, select Rule.
    4. In the Value field, select Check if approaching breach warning level 2 > RESULT.
       This value indicates that the breach level 2 flag should be set based on the result of the Check if approaching breach warning level 2 calculate configured earlier.

    5. Click Add.
       Four update actions should appear in the list.
       
       The following default WHERE qualifier is supplied because Compliance Question was selected for Source:

       "GetCertificates.InstanceId" = 'Certificate_InstanceID'

       For this example, this WHERE qualifier is sufficient and does not need to be modified.

26. Click Save.
    The Compliance Actions page of the license wizard is redisplayed and all of the compliance actions appear in the list.
    
27. Click Done.
28. At the prompt, click Yes to create the license type.
    The license type is created and displayed in the list in the Configure License Type dialog box. By default the license type is created in draft mode.
29. To enable the license type, select it and click Enable, and then Click Close.