tered user – it could be a client , your company , or a subgroup at a client – would select the relevant group that they have the admin rights for .
The user then selects the product category from the choice they are entitled to . The products from that group will be displayed and the user can make their choice . The last step asks for the relevant entries for that product and any optional features . Such features are normally handled as Module Items in CodeMeter License Central .
A click on “ Create License ” is enough to start a new order in CodeMeter License Central and create a new license . The resulting ticket is automatically allocated to the selected group and immediately available for the group ’ s members .
Allocating licenses One license = one ticket . That is our best practice for CodeMeter License Portal . It can be allocated to a single person or a group of users . If a ticket is assigned to a named person , only that person will be able to see it on the activation page , other than the group admins who can see and change the ticket ’ s allocation on their group page . When a ticket is assigned to a group , you can determine whether the license that goes with the ticket is visible for all members of the group . If not , only the admins can see the newly created license and either allocate it to a specific person before activation or make it visible for all . You can change the default workflow to your liking .
Creating subscriptions Subscriptions are created in much the same way as licenses , although there are different ways to do so in practice .
Let us consider subscriptions that are automatically renewed in CodeMeter License Portal . They have two additional fields : The ( initial ) expiry date and the cancellation period . The ex- piry date defines the subscription ’ s first period . The subscription runs for that period , both commercially speaking and technically .
If the subscription is not cancelled within the defined period , it will automatically be renewed for another year for commercial purposes . On the technical side , the user gets the ability to renew the license , which synchronizes the subscription ’ s technical expiry date again with the commercially defined subscription period . Usually , this activation option is handled automatically by the activation assistant of the subscribed software , so that the end user does not have to do anything manually .
Expiry dates for subscriptions are normally defined in one of two ways : Either exactly one year from the date of purchase or activation or for the end of the calendar or fiscal year . The latter option is often chosen when the company has no means in place to account for ‘ moving ’ expiry periods that fall into two fiscal years and therefore create revenue in both years .
Cancelling subscriptions People cannot only buy subscriptions , they can also cancel them . The cancellation will switch off the automatic renewal process , and the user loses the right and ability to use the software on the expiry date .
Revoking licenses and subscriptions
Cancellations are a normal part of any subscription ’ s lifecycle . No subscription runs indefinitely . Alongside such cancellations , however , CodeMeter License Portal also includes the means to terminate a subscription immediately and revoke the license . This should normally be a rarely used process . Technically , the license is set to “ revoked “ in CodeMeter License Central , and it is removed immediately at the next opportunity , e . g ., when the software activation assistant is launched again .
Billing reports CodeMeter License Portal lets you create billing reports . By default , two report formats are included :
Renewal report for users : This report lists all subscriptions that are not cancelled and that have been renewed in the report period . You can add prices to these and automate the entire billing process in your ERP system via the import function .
Active subscriptions for resellers : This report lists all active subscriptions for a defined day of the month . It can be used to create batch invoices for one of your sales partners . Again , invoicing can be automated by ERP import .
Conclusion CodeMeter License Portal is designed to be flexible and modular . You can adjust and configure it to your liking . Our Professional Services Team is also available for you to implement custom expansions like additional report formats or custom workflows .
15