Relating Products to Other Products
A product can be related to one or more products, including itself. To use the upgrade and upsell operations on entitlement line items, upgrade and upsell relationships must be defined. Demo and production relationships between products can also be defined, and demo relationships can be used to upgrade entitlements. Products can be related in draft or deployed states.
Tip:Upgrade relationships are essential for the automatic creation of upgrade line items by the Product Version Upgrade job. See FlexNet Operations Alert Types.
To relate products to other products
Relating Products to Other Products
|
|
|
|
Product, Suite, or Maintenance
|
Name of the product, suite, or maintenance to relate to a product, suite, or maintenance:
|
•
|
If you arrived at this page by clicking through the product packaging wizard, a name is loaded automatically into the Product, Suite, or Maintenance field. |
|
•
|
Otherwise, click the Search button to open a pop-up window in which you can search for the product, suite, or maintenance to specify product relationships. |
|
•
|
Alternatively, type the name of the product, suite, or maintenance into the Product, Suite, or Maintenance field. |
|
|
2.
|
After the product is selected, navigate to the Relate to Different Products page. |
|
3.
|
On the Relate to Different Products page, click Select Related Products. The Producer Portal shows the Select Product page in a pop-up window. There, you can search for and select one or more available products to relate to the current product. |
Note:The list of products may be large enough to span multiple pages in the pop-up window. You can limit the number of products using the search controls.
|
a.
|
In the pop-up window, click one or more check boxes to select products for which you want to define product relationships. |
|
b.
|
When you have selected all related products, click OK. The Producer Portal adds the relationships and closes the pop-up window. |
|
4.
|
On the Relate to Different Products page, specify the relationships between the current product and the related products. |
|
•
|
Specify the relationships between the current product and the related products. |
If the current product is maintenance, the relationship Is Maintenance is chosen automatically.
If the related product is maintenance, the relationship Has Maintenance is chosen automatically.
Otherwise, choose from one of the following relationships:
The relationship setting defines how the related product is tied to the current product. For example, if the current product is a newly created version 2.0 of a product and, in the pop-up window, you selected version 1.0 of the same product, you would set the relationship to Upgrade From. If the current product is version 1.0 of the product and, in the pop-up window, you selected version 2.0 as a related product, you would set the relationship of Upgrade To.
|
•
|
Optionally specify a default license model for the Product Version Upgrade job. |
If, for the product relationship, you chose either Upgrade To or Upgrade From, the Producer Portal shows an Upgrade Default Model setting for the Upgrade-To product.
The license model choices available in Upgrade Default Model depend on the license models linked to the Upgrade-To product. (The Upgrade-To product is the product to which users can upgrade; depending on whether you chose Upgrade To or Upgrade From for the relationship, the Upgrade-To product will be either the related product or the current product.) If only one license model is linked to the Upgrade-To product, the Producer Portal automatically selects that license model. If multiple license models are linked to the Upgrade-To product, Upgrade Default Model allows you to choose from those license models or None.
|
•
|
If you do not use the Product Version Upgrade job, leave Upgrade Default Model set to None. |
|
•
|
If you do use the Product Version Upgrade job, set Upgrade Default Model to the default license model to use in upgrade entitlements created by that job. |
The default license model is only used in upgrade entitlements for the product relationship on which it is set. FlexNet Operations only applies the default license model if the related product is not linked to the license model on the entitlement to be upgraded.
For more information about the Product Version Upgrade job, see More About the Product Version Upgrade Job under FlexNet Operations Alert Types.
Tip:Click the Reset button to reset the product relationships. To remove the relationship between related products and the current product, select those related products and click the Remove Relationship button.
|
5.
|
Click the Save button to save the relationship to the product. |
|
6.
|
Click the Next button to review the products that have been recently created. |
See Also
Mapping a Product to a Product Line
Working with Products