Assigning Licenses to Users

You can assign either name licenses or concurrent licenses to specific users from the User Management Console or PPM Workbench.

Assign licenses to a single user

  1. Open the user's information page from the User Management Console or PPM Workbench.

    For details, see Creating Users.

  2. In User License Type section, select which license type you want to assign: named license, or concurrent license.

    For details, see PPM License Types.

  3. The system level licenses and application licenses that are available for selection are based on the license type.

    All the licenses starting with "Concurrent" are for the concurrent license type. They are enabled for selection only when you have installed concurrent licenses. For details, see Installing Licenses.

    • Configuration - Access to all Applications and their configuration, except User Administration: Gives the user access to all product functionality available through the PPM Workbench and standard interfaces in PPM (except for user and security group administration)
    • User Administration - Create Users, Security Groups, and assign Licenses: Gives the user permission to administer the users and security groups for all PPM products licensed at your site
    • If, under System Level Licenses, you did not select the Configuration - Access to all applications and their configuration, except User Administration option, then under Application Licenses, select the checkboxes for the products to which you want to give the user access.

    Note: You can only assign licenses that your company has purchased. If you do not have licenses for a given PPM product, then that license field is unavailable.

    Deployment Management Extension licenses are issued on a site-wide basis and are, therefore, not included as an option in the User window.

  4. To remove a license from a user, clear the license options.

  5. Click Save.

Back to top

Assign licenses to multiple users

You can use the License Administration window to assign licenses to a group of users.

To assign licenses using the Assign Licenses wizard:

  1. From the menu bar, select Open > Administration > Open Workbench to open PPM Workbench.

  2. From the shortcut bar, select System Admin > License.

    The License Administration window opens. This window lists the licenses available to assign and shows how many of each have been used and how many are available. It also lists the Deployment Management Extensions, if any, installed at your site.

    Note: When a user's login has expired, the user's license becomes available (as long as the license has not expired).

  3. Click Assign Licenses.

    The Assign Licenses wizard opens to the Find Users step.

  4. In one or more of the fields listed in the following table, provide search criteria to locate the users to whom you want to assign licenses.

    Field Name

    Description

    Security Group

    Locates users who belong to a specific security group. You can select multiple security groups in this field. The search returns a list of all users who belong to any of the selected security groups.

    User

    Locates users specified in this field.

    Company

    Locates users associated with a specific company. Companies are associated with users in the Contact window in the Contact Workbench.

    Currently Assigned Licenses

    Locates all users who have a license specified in this field.

    User Data Fields

    (if any are defined)

    Search for users based on the custom user data fields defined at your site.

    If you do not select one or more users, all users are selected by default.

  5. Click Next.

    The wizard advances to the Choose Licenses step.

  6. On the Choose Licenses step, review the listed users, and then select the licenses that you want to assign to them from the license fields.

    You can assign either named or concurrent licenses to them. All the licenses starting with "Concurrent" are for the concurrent license type. They are enabled for selection only when you have installed concurrent licenses. For details, see Installing Licenses.

    Although you can select only a subset of users in the users list, the licenses specified are applied to all users who meet the requirements you specified on the Find Users step.

  7. Click Next.

    The wizard advances to the Confirm Changes step.

  8. Review the license assignments and ensure that the number in the Remaining Licenses column is greater than or equal to zero.

    A negative number indicates that you do not have enough licenses to apply to the users, and cannot complete the license assignment.

  9. Click Finish.

Back to top

Removing licenses from multiple users

You can use the Assign Licenses wizard to remove licenses from a set of users.

To remove licenses:

  1. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  2. From the shortcut bar, select Sys Admin > License.

    The License Administration window opens.

  3. Click Assign Licenses .

    The Assign Licenses wizard opens.

  4. On the Find Users step, provide the search criteria to locate the users from which you want to remove licenses, and then click Next.

  5. On the Choose Licenses step, from the list to the right of the license name you want to remove, select Remove License, and then click Next.

  6. On the Confirm Changes step, review the license changes, and then click Finish.

Back to top