Merge software licenses using the legacy Software Asset Management plugin

If you have multiple software licenses that are linked to the same model, you can merge the individual licenses into a consolidated license using the legacy Software Asset Management (com.snc.software_asset_management) plugin.

Before you begin

Role required: sam

About this task

To be merged, the individual licenses must meet the following requirements:

• The licenses cannot already be merged into another consolidated license.
• The information in the following fields must match for each license:
  • Model
  • Allocated condition
  • Assigned condition
  • Company
  • Location
  • Department
  • Cost center
  • State
• The licenses must have the same set of software upgrades and downgrades and the same set of assets covered. To verify this information, go to Software Asset > Software Licenses and select a license.
  • For upgrades and downgrades, go to the Software Upgrade and Downgrades related list.
  • For assets covered, go to the Assets Covered embedded list in the Contracts related list.

If a license can be merged, Merge with similar licenses appears under Related Links on the Software License form.

To merge a license:

Procedure

1. Open a license.
2. Click the Merge with similar licenses link.

   Displays a dialog box with a message stating that the merge process is irreversible and that license keys are not merged.

3. Click OK.

   All qualifying licenses, including the current license, are merged into a new consolidated license. An informational message appears until the user is redirected to the newly merged license.

   All qualifying licenses are merged into a new consolidated license unless they can be matched to an existing consolidated license. If they are merged into a new consolidated license, the Asset tag field is cleared. After merging, the merged license is marked as Is merged license (field = true) and the Merged into field is set to this license for the consolidated licenses.

   Note:

   Licenses that are marked as merged are not counted.

   For the consolidated licenses:

   • The number of rights are summed up into a new count.
   • The asset and user entitlements are transferred to the new license.
   • The expense lines and assets on contract rate cards are transferred to the new license.
   • The set of software upgrades and downgrades, as well as the set of assets covered, are copied to the new license.
   • The cost of each individual license is summed up into the new license using the system base currency.
   • A history of the consolidated licenses and where they went is maintained.

Related concepts

• License management with the legacy Software Asset Management plugin