Creating an Entitlement

In the Entitle Customers view, you can create a new entitlement or test entitlement.

Test entitlements allow testing of draft products and license models before they are deployed. All entitlement actions can be performed on test entitlements, but test entitlements cannot be moved to any other state. When a test entitlement is deleted, any fulfillments against it are also deleted. (The fulfillment records in FlexNet Operations are deleted; however, any client-side fulfillment records created in trusted storage as a result of the activation of a test entitlement cannot be deleted.)

To create a new entitlement

1. Click Entitlements > Create. This link opens the Create an Entitlement page. (Click Entitlements > Create Test to create a test entitlement.)
2. Required fields are indicated by a red asterisk. Provide values for the following fields:

Creating an Entitlement Fields

Field

Description

Entitlement ID

The entitlement identifier uniquely identifies the entitlement. Select Auto Generate to let FlexNet Operations assign an entitlement ID, or select Specify to enter an entitlement ID of your choice.

If the entitlement is in the draft or test state, you can regenerate the activation IDs of draft line items or the entitlement ID by clicking Regenerate IDs.

If the IDs are based on characteristics of the entitlement that were not set when the entitlement was created, you can use Regenerate IDs to regenerate these IDs after you have set the characteristics.

Allow Portal Login?

If Yes is selected, the end customer can use the entitlement ID or activation ID to log into the End-User Portal.

State

An entitlement is created in a draft or test state. Entitlements in draft or test states can be modified or deleted.

When the entitlement is ready for use, it can be changed to a deployed state. See Viewing Entitlements for more information about changing the state of an entitlement.

Description

A brief, optional description of the entitlement.

Ship to email

Email address that FlexNet Operations sends the license to.

Ship to mail

Postal address that FlexNet Operations sends the license to.

Email Template variation

Optional. Select an email template from the drop-down menu. If not specified, then the email template configured for the license technology is used. If there is no email template configured for the license technology, then the default email template is chosen. If the chosen template is not active or the send indicator is not switched on, no email is sent.

Channel Partners

Under End Customer and Channel Partners:

1. Click Add to assign a channel partner to the entitlement.
2. On the Channel Partner page, select a Distribution Tier Type for the partner.
3. Under Accounts, select the partner account. Click Next.
4. Under Contacts, select a contact to assign to the entitlement.
5. Click Save.
3. Configure line items and maintenance line items for this entitlement.
• To configure a new line item, click the Line Items tab. Then, click New line item. See Configuring an Entitlement Line Item.
• To configure a new maintenance line item, click the Maintenance Line Items tab. Then, click New Maintenance Line Item. See Configuring a Maintenance Line Item.

Existing line items and maintenance line items can be linked:

• To link to an existing line item to one or more existing maintenance line items, click the Line Items tab, and select a line item. Then, click Link Maintenance Line Items. Select one or more maintenance line items and click Save.
• To link an existing maintenance line item to one or more existing line items, click the Maintenance Line Items tab, and select a maintenance line item. Then, click Link Line Items. Select one or more line items and click Save.

For each entitlement line item, it is possible to show its fulfillment history and transaction history.

See Also

Configuring an Entitlement Line Item

Configuring a Maintenance Line Item

Changing the State of a Line Item