Entitlement Actions
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>Editing an Entitlement Marked as Complete >Viewing an Entitlement Certificate |
>New to Entitlements?
>Want to Create an Entitlement?
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Actions for Entitlements
The following table lists the actions available for entitlements:
| Action | Description | |
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Complete |
Marks an entitlement as "complete" to finalize it and make the entitlement available for activation. Note: >An entitlement must contain at least one product before it can be marked as "complete". >An entitlement marked as "complete" cannot be deleted. >Start From Activation Date and License Duration (days) license model attributes are disabled after an entitlement is marked as "complete". |
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Edit |
Updates existing entitlement information. For details on editing entitlements, see Editing an Entity. Note: >For a draft entitlement, the attributes to edit are same that appear while creating a new entitlement. See Define Entitlement Attributes for detailed information on these attributes. >For information on how to edit entitlements marked as complete, see Editing an Entitlement Marked as Complete. >For a "complete" entitlement, which is not associated with a customer or a contact, the market group attribute cannot be modified. |
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Copy |
Duplicates an existing entitlement to create an identical copy. Note: >The new entitlement is created with a different entitlement ID. > The new entitlement appears at the top of the list. >The new entitlement is saved as a draft. You can edit the entitlement before marking it as "complete". |
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Delete |
Deletes a test or draft entitlement. Note: >You can delete an entitlement only if it is marked as a draft. >You can delete a test entitlement that is marked as either draft or complete. |
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Transactions |
Displays transaction details of a selected entitlement. For details, see Transactions. |
| View Certificate |
Enables you to view and/or email the entitlement certificate. For details, see Viewing an Entitlement Certificate. |
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| View Activations |
Displays activations that are already performed for a entitlement. For details, see Activations. |
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| View Downloads |
(Available for users with View permissions for downloads) Opens the Downloads page, which enables you to associate downloads with the product included in the entitlement. To link a download with a product: 1.In the Actions column, select View Downloads to open the Downloads page. 2.Follow the steps in Creating a Download to create and associate a download with a product in the entitlement. |
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| View Provisioning Requests |
Opens the Provisioning Requests page, which is filtered to display any provisioning request that is related to the specified entitlement. |
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| Split/Transfer |
Enables you to split and/or transfer the unused quantity in an entitlement to other customers or channel partners. For details, see Splitting and Transferring Entitlements. |
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Disable |
Disables an entitlement that is marked as "complete". Note: >The details of a disabled entitlement cannot be modified. >A disabled entitlement cannot be activated. |
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Enable |
Enables an entitlement that has been disabled. Note: Enabling a disabled entitlement restores all the line items of the entitlement to their previous state (same as before disable). |
| Close |
Permanently disables an entitlement by marking it closed. Note: An entitlement that has been marked "closed" is permanently disabled and no modification action can be performed on the entitlement. |
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| Configure Batch |
Configures a batch job. This action is only available for entitlements that are in draft state. For more information, see Configuring a Batch Entitlement. |
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Editing an Entitlement Marked as Complete
When modifying an entitlement marked as complete, consider the following:
>Start Dates and End Dates
•You cannot change the end date of an entitlement to precede any of its products' start date.
•You can change the end date of an entitlement to "Never expires".
>User Registration (only for activated entitlements)
•You can change an existing user registration value from "Optional" to "None" or "None" to "Optional".
•You cannot change an existing user registration that is marked as "Mandatory".
>Entitlement as a Whole
•You cannot change the Entitlement as a Whole value from "Yes" to "No" and vice versa.
>If you are logged in as a channel partner, the following conditions are true:
•A channel partner can only modify customer, contact, and channel partner details of the entitlement to which it is associated.
•A channel partner can add new customers and contacts for an entitlement if the relevant permissions are set for the Channel Partner Permissions property in the Administration Console.
•A channel partner can associate a customer with an entitlement only if no customer is previously associated with that entitlement. After a customer is associated, the channel partner cannot further modify it.
• If a customer is associated with an entitlement, the channel partner can modify the customer's contact for the entitlement. The updated contact must also belong to the associated customer.
•A channel partner can associate other channel partners with an entitlement.
Viewing an Entitlement Certificate
The entitlement certificate contains the details of the entitlement.
To view and email an entitlement certificate for an entitlement marked as "complete":
1.In the Actions column, hover over an entitlement marked as "complete".
2.Click the View Certificate action button. The entitlement certificate appears as shown:
3.Click Send Email. The Send Email pop-up appears.
4.In the Send Email pop-up:
a.Specify the email address where the entitlement certificate must be sent. You can enter up to 15 email addresses. Press Enter after each email address.
b.Select another language if required. The language options that appear in the list depend on the language packs installed on your system.
c.Click Send. The entitlement certificate is sent to the specified email address in the selected language.
Splitting and Transferring Entitlements
You can split and/or transfer the existing quantity of an entitlement to other customers or channel partners. You can split the available activation quantity of an existing entitlement and transfer it to another party (customer, contact, or channel partner). This helps to better allocate and utilize an entitlement.
The following is applicable for Split/Transfer action:
>An entitlement can be split for all products or for selected products, based on the available quantity.
>A split entitlement can be assigned to the same customer/contact, a different customer/contact, or not assigned to any customer/contact.
>For customers or contacts associated to a market group, the split or transfer of an entitlement can be done only within the market group of the customer or contact.
>A channel partner can be updated or added during Split/Transfer.
>During Split/Transfer, the following conditions are true for channel partners:
•A channel partner can only Split/Transfer an entitlement to which it is associated.
•A channel partner can add new customers and contacts for an entitlement if the relevant permissions are set for the Channel Partner Permissions property in the Administration Console.
•A channel partner can associate other channel partners with an entitlement.
>You can split and then transfer an entitlement when the activation method used is Fixed.
>Entitlements using the Unlimited activation method cannot be split and can only be transferred because no quantity is specified.
To perform Split/Transfer on an entitlement:
1.In the Actions column, hover over and select an entitlement that is marked as "complete".
2.Click the Split/Transfer action. The Split/Transfer Entitlement page appears.
3.Enter the Customer Name, Contact Email, Channel Partner, External ID, or CC Email as required. You can also leave the fields blank. These fields specify the owner for the new (split) entitlement. For details about these attributes, see Assign Customers, Contacts, Channel Partners, and Market Groups
4.In Define Entitlement Attributes, under Additional Attributes, enable Send Notification to send email to the new owner (specified as the contact email) of the entitlement.
5.For a line item, enter the quantity to be transferred in the Transfer Quantity field. This value must be less than or equal to the Remaining Quantity of the product.
NOTE The transfer quantity must be a multiple of the fixed quantity for product line items with the Fixed activation method.
6.Click Save. The entitlement page displays the details of the new split entitlement and the details of the existing entitlement that has been split.
Configuring a Batch Entitlement
With Sentinel EMS, you can create entitlements as a batch. This enables you to create large batches of products with the entitlement details eliminating the need for small, and low-volume production cycles.
To configure an entitlement as a batch:
1.Create a draft entitlement with the product specifications as required.
2.In the Actions column, click Configure Batch, for the entitlement for which you want to create a batch. The Add Batch Entitlement page appears:
3.Enter the attribute details for the batch entitlement.
| Attribute | Description | Required/Optional | Valid Values |
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| Batch Quantity | Number of entitlements to be created in the batch job. | Required | |
| Job Name | The name for the batch job to identify the set of entitlements being created. | Required | |
| Notification Email | Email address to which the notification with the batch job details is to be sent. | Optional |
4.Click Save. A success message is displayed stating that the batch entitlement is created and can be accessed through the Job Queue.
5.Navigate to Transactions > Job Queue to view the details of the batch entitlement. For details, see Job Queue.