Overwriting License-Type Recommendations

IT Asset Management (Cloud)

Instead of accepting or rejecting a recommendation, you can overwrite it and assign a different license type than the one that is recommended.

In addition to changing the license type to one of the "usual" values, you can retire users. When you retire a user, the user's Valid To date is changed so that the user is no longer valid, and does not require a license.

Overwritten recommendations that have not been committed to the database are orange.

To overwrite a license-type recommendation:

  1. Run a Process License Recommendations report (see Creating a Process License Recommendations Report), and select the user or users whose license type should be changed to a value of your choice.
  2. Click Overwrite.
  3. The Process License Recommendations dialog displays. The following options are available:
    • To assign a new license type:
    1. In the New License Type field, enter the new license type you want to assign. The description of the new license type displays next to the value.
    2. In the Reason field, enter a reason why the recommendation is overwritten (optional).
    3. Select whether future recommendations for this user should be ignored. For more information, see Ignoring License-Type Recommendations.
    4. If in step 3.a you assign the new license type 04 (Substitute) or 11 (Multi-Client/System) and you click OK, you are prompted to enter additional information. For more information, see step 3 in Accepting License-Type Recommendations.
    • To retire the user:
    1. Select the Retire User check box to retire the user.
    2. Enter a date in the Valid to field to define when the user should be retired. If the field is blank, the current date is used. When retiring a user, the New License Type field is set to -- in the report. This value only serves as a placeholder in the report; that is, when you commit the change to the user primary data, only the user's Valid To date is modified. If you specify a Valid To date that lies before the last logon date, the Valid To date is automatically set to the last logon date. It is impossible to retire a user who was active after the date that the user was supposed to be retired.
  4. Select from the following options to specify whether future recommendations for this user should be ignored:
  5. Click OK to confirm the overwrite action.
The license type in the report is changed to the value you specified.

IT Asset Management (Cloud)

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