Vendor Platform

13min
the vendor platform allows platform users (your staff members) to log in to their account and manage the organization's licenses depending on their permissions there are many tasks that can be accomplished, such as defining new products, configuring new entitlement options and license policies issuing new licenses/orders looking up license usage information managing licenses (resetting devices/disabling licenses) downloading invoices/setting up billing the vendor platform is meant for your internal users for external users, please review our portals docid\ x e7g3fsbizuggvyymyvb platform dashboard screenshot of the licensespring dashboard this section gives you a quick glance on summary aggregate statistics, as well as navigational elements to the rest of the platform vendor platform summary views most data is aggregated within different sections to make it easily retrieve data here are the main summary views you can retrieve through the vendor platform using licensespring license summary view screenshot of license summary screen this view allows you to look up all licenses that have been issued in your account clicking on any of the licenses will allow you to view the details for that given license the main actions that you can achieve on the license summary view include searching for and looking up a license import licenses via csv download licenses via csv create new licenses (orders) you can click on "tab columns" to add or remove columns to the table list of optional table columns the columns you can add/remove for the license summary view are created on date on which a license was created license key/user the actual key or first email address assigned to a user based license product the product for which the license was issued on license type allows you to see what license type options docid\ mizehbrpu9p6ydmfmg jz was issued expiration date time limited and subscription based licenses may have a value on when they are set to expire (or renew), if that field has been set for that license is trial will have an "x" symbol if the license is not of type trial, and a "checkmark" if the license is a trial license status the status of the license (active/inactive/disabled) times activated the number of devices that are currently node locked to the license max activations the maximum number of devices that the license allows to bind itself to prevent virtual machine boolean used to determine whether or not a license is allowed to run in a virtualized environment customer email the email address specified for the customer associated to the order for which the license belongs to customer name the name field of the customer associated with the order for which the license belongs to customer company the company of the customer associated with the order for which the license belongs to customer reference the reference (if specified) of a customer associated with the order for which a license belongs to customer labels labels (if any) added to a customer active boolean displaying if there is at least one active device on the license start date timestamp added to a license in case a start date was specified for the license is bundle boolean that shows whether the license is for a product bundle (true) or for a single product (false) is air gapped a green checkmark appears if this license is meant to activate an air gapped license policy is floating a green checkmark in this column if the license is meant to activate an on prem floating license server is floating cloud green checkmark in this column if the license is a cloud floating license max simultaneous license users field used by both floating license types to determine max concurrent usage of the license the value will be n/a if the license is not of type floating can borrow green checkmark if the license is a floating license, and the default heartbeat can be overridden by a larger value max borrow time maximum time (in hours) that a floating license can be borrowed n/a if the license is not a floating license or is a floating license and cannot be borrowed max license users maximum number of users that can be assigned to a license enable maintenance period boolean determining whether there is a maintenance window defined for the license maintenance duration duration of the maintenance period starting from the first activation of the license maintenance end date end date when the license maintenance window expires max consumptions if the license is of type consumption, this is the maximum consumptions allowed for that license total consumptions total consumptions counted on the license to date n/a if this is not a license of type consumption product features lists all feature codes that have are added to this license disabled on if the license is disabled, this column will show the date on which the license has been disabled on activated on this is the date that the license was last activated on it is updated for every license activation last updated time stamp with the last modification to the licenses entitlements last checked time stamp with the last online license check valid duration if the license is time limited, the license's expiry date is counted on the time stamp of the first activation and this duration order order id active devices up to dates number of active devices using the latest product version note any note that is added to the license will appear in this column orders summary view this is summary view that displays a table with order information clicking on one of the orders will open the orders summary view actions you can take on the orders summary view include search for an order download all orders and licenses for a given date range start the order creator process list of all orders the columns you can specify for the orders table are created on date/time at which an order was created customer email if a customer is specified for this order, then the customer's email address will appear in this column customer name customer name if the order has a customer specified customer company company of the customer if the order belongs to a customer with a company field customer account account of the customer if they belong to one, and if the order has a customer specified customer reference customer reference number if one is specified customer labels customer label if one was specified order id orders will always have this value order reference optionally specified reference number of the order last updated last time the order information was updated (order reference, campaign parameters, downloadid, is test, or is trial ) type if created using a trial key docid\ mtanosfyjyxu 2m0ovz a license api endpoint it will be set as api trial and in rest of the cases it will be set as normal it can be overwritten using management api when using the create order docid\ gcoyguloy0np x03dvck2 endpoint campaign parameters optional field, currently not used is trial if the order was created when generating a trial license via the license api, there will be a green check mark in this field customers summary view this view will present a table with all of the customers that have been specified within licensespring common tasks you can accomplish on the customers summary view include looking up customers defining customer labels add a new customer to licensespring download a csv file with all customers list of all customers customer accounts summary view licensespring allows customers to be grouped by account this is useful if you license software to an organization with different departments, or multiple locations, and can be found by expanding the "customers" tab in the left hand navigation list of all customer accounts the columns in the accounts table include name account name code account code number of customers number of customers that belong to a specific account email email address associated with the account reference optional value that can be useful when searching for an account to retreive information on the account without moving from the summary page, click on the dropdown arrow next to the account name customer account information product configuration view the product configuration view allows platform users to define new products or product bundles, archive a product, or disable products, as well as add options to individual products sections of the product configuration view active products list list of all products that are either active or disabled archived products list list of products that are no longer in use how to search for a an existing product you can search by product name or by the product code if you have a lot of products in your account, you may also want to apply a filter to your results to narrow the results available filters include authorization method drill down by key based licenses, or user licenses status is the product active or disabled allow trial does the product allow trial licenses to be issued searching through product list other sections of the vendor platform we added separate articles to cover the functionality for the following sections of the vendor platform license details order details customer details customer account details product configuration analytics settings