L I C E N S I N G
Creating Licenses with CodeMeter License Portal
Generally , there are three fundamental options for creating licenses in CodeMeter License Central . The obvious option is configuring the products and creating the licenses within the CodeMeter License Central interface . This option is practical when the complexity of the products and the number of licenses to be created do not exceed a certain scope .
The second option involves creating licenses through the SOAP API from a third-party system , such as an ERP system , a CRM system , or an e-commerce solution . In this case , the same products configured in CodeMeter License Central typically already exist in the third-party system . While the third-party system primarily maintains commercial attributes , such as price , Code- Meter License Central stores the technical protection options .
Today , we specifically look at the third option , CodeMeter License Portal . This option is primarily used when external partners , like resellers , need to create licenses themselves but do not have access to a third-party system , such as an ERP system .
Permissions Two common requirements when creating licenses through external partners are the ability to limit the product range in general and specify license options in particular . These permissions can be configured in CodeMeter License Portal .
To use permissions , you define categories into which you can later sort products . Products can be sorted into multiple categories if needed . These categories also represent permissions . You can entitle a user to create , modify , and revoke or delete licenses of these products . If the user is an administrator , they can pass on or revoke these permissions to other users in their group or subgroups . An administrator can only inherit permissions they possess themselves . An ISV administrator , an administrator at your top level as a software manufacturer , inherently has all permissions and can therefore grant and revoke them . In the next step , you can sort the products into categories .
“ Fixed “ Parameters In CodeMeter License Central , you have the option to define static products . These are sold as they are . You can also define options with orderspecific parameters when creating the license .
When sorting products into a category , you can configure these order-specific parameters for the products . For example , these parameters can be given a fixed value in this category . This explains why it can make sense to have the same products , but with different predefined values in different categories . With different permissions , the same product then results in different licenses .
Flexible Parameters In CodeMeter License Portal , there is also the option to dynamically capture order-specific parameters during order creation . For configuration in the interface , the following options are available :
■ Text : A flexible input field
■ Number : A numeric value that can be set with a minimum and maximum threshold
■ Selection box : Choice from a list of predefined values
■ Date : A date that can be set with a minimum and maximum threshold ( relative to creation ).
Here too , for example , different value ranges for different categories can be defined . A common example is the duration of a demo version , which is limited to 30 days for partners . Internal staff , who can access other categories , can choose from a selection between 5 , 30 , 60 , and 90 days .
Subscriptions CodeMeter License Portal has a special procedure for creating subscriptions . The product for a subscription is created with an activation-specific field in CodeMeter License Central . Depending on the subscription type ( license subscription or maintenance subscription ), either the Expiration Time field or the Maintenance Period field is used . In the configuration in CodeMeter License Portal , you define the cancellation period , the type of subscription to be created , and rules for consideration and the value range of the end date .
The sale of this product then automatically creates a subscription . This runs until the specified end date . If the subscription is canceled before the end of the cancellation period , it ends without further action on the end date . If there is no cancellation , the subscription automatically extends for another year . The extended license is available to the user after the cancellation period expires .
Data Fields As a bonus option , data fields for additional information , such as an external order number , can be configured . Here too , the user interface and workflows can be individually adapted to your requirements .
3