Patch 19 Licensing Scripts

Overview

NOTE: Patch 19 licensing scripts do not apply to Cloud, only Enterprise, and must be run as DA.

Following the release of Patch 19, clients are being asked to allocate the correct number of users to their license pools via the Enterprise Maintain License Pools screen in the System Data module so that administrators can perform patch testing in a non-production environment as part of the Patch 19 licensing exercise based on their sales discussions.

To help ensure a smooth transition during this process, the following licensing scripts are available:

  • Script 1: Used to help move assigned users in the Maintain License Pools screen from a non-production environment into a production environment.

  • Script 2: Used to move data from the Cleanup Contacts Assigned to License Pools screen in the System Data module from a non-production environment into the Maintain License Pools screen in a production environment.

These two scripts should be considered independent of one another, as each one serves a specific purpose. One or both scripts may apply, depending on specific requirements, and each should be considered separately as they are not meant to be run one after the other but rather on an as-needed basis.

For convenience, we have provided more information about each of the scripts below.

NOTE: The Maintain License Pools screen being discussed here is an Enterprise screen. A similar screen exists for Field but it does not apply here.

Concurrent Licensing

For those on concurrent licensing:

  • Enterprise licenses are first come, first serve, and there is no maintenance program for this. There will be a program to track and count the users taking up a concurrent Enterprise license.

  • Field (P-type) licenses are allocated using the 'Project Management' checkbox in the FIELD User Maintenance screen (JSP).

  • Site Management (M-type) is now supported within concurrent licensing and can be assigned using the Site Management option via the Maintain License Pools screen.

  • CRM/Opportunity Management (C-type) licenses were sold as part of Enterprise licensing.

Named Licensing

For those on named licensing:

  • Enterprise/Field (Y-type) licensing is assigned via the Maintain License Pools screen.

  • Site Management (M-type) can be assigned using the Site Management option via the Maintain License Pools screen.

  • CRM/Opportunity Management (C-type) licenses now have their own pools to be assigned in the Maintain License Pools screen.

NOTE: Mobiles licenses are on a first come, first serve basis, and the license limit is hard coded into your license file.

Scripts

There are two relevant scripts that may be helpful during this transition to Patch 19.

Requirements

Patch 19-2 and standard HF 2 must be installed.

In addition, it would be ideal for the non-production environments to have been recently cloned from production environments before upgrading to patch 19 HF 2, and for both those environments to have the same license agreement installed.

Script 1: Moving Maintain License Pool Users from Non-Prod (Source) to Prod (Target) Environment

Source (non-production) and target (production) environments should be on the same patch and same hotfix. Once testing is completed, to allow administrators to bypass populating users again in their production environment, we have a script available so that assigned users in the Maintain License Pools screen from a non-production environment (e.g., Test, Conversion, or Train) can be moved into a production environment. CMiC DBAs will be able to run this for you.

NOTE: If required, data can be moved from one non-production environment to another non-production environment.

For external DBAs to run this script, please refer to Patch 19 Licensing Scripts for External DBAs.

Script 2: Moving Cleanup License Pool Data from Non-Prod (Source) Environment into Maintain License Pool Prod (Target) Environment

As mentioned in Patch 19 Enterprise Licensing Updates, there is another script for moving data from the Cleanup Contacts Assigned to License Pools screen into the Maintain License Pools screen. If a client has assigned users to the Cleanup Contacts Assigned to License Pools screen in Patch 17 in preparation for Patch 19, this script will allow for copying this data from the Cleanup Contacts Assigned to License Pools screen into the Maintain License Pool screen in Patch 19 so that it is not necessary for administrators to duplicate this exercise of allocating users to pools.

For external DBAs to run this script, please refer to Patch 19 Licensing Scripts for External DBAs.