Entitlement Actions

>For a draft entitlement, the attributes to edit are same that appear while creating a new entitlement. See Defining 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.

Copy

Copy the information of an existing entitlement to create a new one.

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".

Delete

Delete a draft entitlement.

Note:

> An entitlement can be deleted only if it is in a draft state.

View Certificates

View and email the entitlement certificate of the entitlement. Refer to Viewing Entitlement Certificate for details.

Transactions

View transaction details of a selected entitlement. For more information, see Transactions.

View Activations

View activations that are already performed for a entitlement. Refer to Activations for details.

Link Downloads

Associate downloads to the product within the entitlement using the Downloads page. This action is visible to users having "View" permissions on downloads.

To link a download with a product:

1.Under actions, select Downloads to open the Downloads page.

2.Follow steps available at Creating a Download to create and associate a download with a product in an entitlement.

Split/Transfer

Split and/or transfer unused quantity in an entitlement to other customers or channel partners. Refer to Split and Transfer Entitlement for details.

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.

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).

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.

Editing an Entitlement Marked as Complete

While modifying an entitlement marked as complete, ensure the following:

>Start Dates and End Dates

•You cannot change the end date of an entitlement to precede any of its product’s 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 "Optional" to "None" but not to "Mandatory".

•You cannot change an existing user registration value "Mandatory" to either "None" or "Optional".

•You can change an existing user Registration value "None" to "Optional" but not to "Mandatory".

>When modifying an entitlement, 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. Other fields appear disabled.

•A channel partner can add new customers and contacts for an entitlement if the Allow Channel Partner to Create Customers property is enabled in the Administration Console. For more information on the Allow Channel Partner to Create Customers property, refer to the Sentinel EMS for Fit Configuration Guide.

•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.

For an entitlement marked as complete you can also use the Edit action for Renewing a Line Item

Renewing a Line Item

For an entitlement that has been marked as "complete" or activated, you can renew the associated line items.

To renew a line item:

1.In the entitlement row, click Edit action icon to open the Edit Entitlement page.

2.In the Associate Products pane, under Associated Products, locate the line item you want to renew. The product details such as Quantity and End Date is displayed.

3.Under Quantity, specify the quantity to recharge in the given field and use the Add and Subtract buttons to increase or decrease the quantity of given line item by the value entered in the field. Also, if you enter 0 (zero) then there is no change in the recharge quantity.

4.Enter the new end date in the End Date. While specifying an End Date for a line item, note the following:

•You cannot change the end date of the line item to precede any of its products' start date.

•You can change the end date of a line item infinitely, by selecting Never Expires.

NOTE You can click Edit License Model for a line item to edit its licensing terms. All changes to the attributes at license model level require license regeneration.

5.Set Regenerate License to "Yes" to refresh the previously activated licenses.

NOTE The Regenerate License option appears only for activated entitlements. You can renew a line item using the Renew License action available in the Activations page. See Activation Actions, for more information.

6.Save the entitlement.

Viewing 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 View Certificate action icon. The entitlement certificate appears as shown:

3.Click Send Email. The Specify Email pop-up appears.

4.Enter the Email to specify where the entitlement certificate must be sent.

5.Select another language if required. The language options that appear in the list depend on the language packs installed on your system.

6.Click Send Email. The entitlement certificate will be sent to the specified email in the language selected.

Split and Transfer Entitlement

Split/Transfer functionality enables you to split and/or transfer the existing quantity of an entitlement to other customers or channel partners. You can split remaining activation quantity of an existing entitlement and transfer it to another party (customer, contact, or channel partner). This functionality 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 remaining quantity.

>A split entitlement can be assigned to a same customer/contact or a different customer/contact or none.

>Channel partner can be updated or added in Split/Transfer.

>The process to splitting and then transferring an entitlement is applicable when activation method of an entitlement is either "Partial" or "Fixed".

>Entitlement with "Full" activation method can only be transferred. An entitlement with "Full" as the activation method has to be activated as a whole, so during Split/Transfer the entire quantity has to be transferred.

>During Split/Transfer, if you are logged in as a channel partner, the following conditions are true:

•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 during Split/Transfer if the Allow Channel Partner to Create Customers property is enabled in the Administration Console. For more information on the Allow Channel Partner to Create Customers property, refer to the Sentinel EMS for Fit Configuration Guide.

•A channel partner can associate other channel partners to an entitlement during Split/Transfer.

To perform Split/Transfer on an entitlement:

1.In the Actions column, hover over, select an entitlement (marked as "complete").

2.Click Split/Transfer action icon. The Split/Transfer Entitlement page appears.

3.Enter 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, refer to Assigning Customers, Contacts and Channel Partners

4.In Define Entitlement Attributes, under Additional Attributes, enable Send Notification to send email to the new owner (specified as 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 Transfer quantity must be a multiple of fixed quantity for product line items having "Fixed" activation type.

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.