Home page | Pages by category | Page index Quick search

Edit

Related articles

• License Management
• License Purchase Management

Edit

Introduction

Management of licenses renewal in Octopus can be configured from the service contract. This approach allows you to receive a notification before the renewal period.

Edit

Prerequisites

Before creating a service contract, you must first add a type of service contract that will help you identify the renewals. As an example, you could simply name it License renewal..

From the Tools menu> Reference Data Management
Open the section called General > Service contract type and add the name of the new service type.



Edit

Service contract configuration

From the Suppliers module, select the software supplier and click on the Create a service contract action.

Enter the information needed for your license renewal



and add the software in question in the Covered CI tab.

Edit

Notifications

To receive an email before the renewal day, you must configure in the option when you would like to be advised.

Menu Tools > Options Section Email to assignees Select the amount of months before expiration date that you would like to set before receiving the notification

Then, from the Files menu > My notification preferences,
Select the event Service contract expiration and click on Email to receive an email at the desired date.

Note : all Octopus users who wish to receive this kind of notification must subscribe to this type of notifications in their preferences.

Edit

Licenses to renew shortly

It is also possible to get the list of licenses needing a renewal shortly, or simply the list of all service contracts.

From the module Suppliers, click on Service contracts (in the left menu).

• Make sure to add the columns Supplier, Start date, End date and CI
• Group by contract type
• Sort by end date