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Create license requirement rules

This article applies to Matrix42 Enterprise Service Management version 10.0.1 and higher.


You can set up dependency rules that define the use of software products. This is applicable in two cases. The first one is when using a specific software product requires a license for another software product. For example, if you use Microsoft Outlook, you need a license to access the Microsoft Exchange Server (access license = CAL). The second case is when a rule will create license requirements for a list of consumers. It is useful when the system cannot create license requirements with eligible consumers from appropriate data sources. To create a dependency rule, you will need to run a wizard where you will set up the sources for creating requirements.

Adding a license requirement rule

In the Licenses application go to the Required Licenses > License Requirement Rules navigation item and run the Add License Requirement Rule action.

Step 1. Specifying the general information

On the first page of the wizard, you need to enter the name for the rule and provide the description if necessary.

Click Software Product and License Model to go to the next step.

Step 2. Selecting the software product and license model

On the second page of the wizard, you need to:

  1. Choose the software product for which you want to create license requirements in Target Software.
  2. The system will automatically fill in a default license model of this software in the License Model field, but you can select any license model from the relevant ones to be used for target license requirements.

You can adjust the list of relevant license models on the License Models tab of the software product dialog.

  1. Click Type of Source Data to proceed to the next step.

Step 3. Choosing the type of source data

 On this page there are two radio buttons and you need to choose the foundation for license requirements:

  • License Requirements. If you select this option, the already existing license requirements for specified software product(s) will be the foundation for creating license requirements for the target software.
  • Data Query. In this case the system will create license requirements for a list of consumers irrelevant of whether these consumers have license requirements for other software products or not. Therefore, you will need to set up a data query that returns assets, users, organizational units, locations or cost centers.

Depending on your choice, the wizard will have two different sets of steps. Click Consumers by Query/Software Products to proceed.

Query-based rules

Step 4. Selecting consumers

  1. In the Consumer Type drop-down field, choose the consumer for license requirements. The following objects are available:
  • Person
  • Computer
  • Complex system
  • SIM card
  • Universal asset
  • Network device
  • Printer
  • Monitor
  • Portable storage medium
  • General peripheral
  • Organizational unit
  • Location
  • Cost center
  1. In the Data Query field click the lookup button to see all queries available for the selected type of object. Choose the suitable query.

New queries can be created only in the Administration application. For more information, please refer to Search Filters.

Click Add License Requirement Rule to finalize the creation of the rule.

The wizard will create the rule that can later be edited via dialog.

Rules based on license requirements

Step 4. Specifying software products

  1. In the grid you need to specify software products whose license requirements are considered. Click the Add button to add one or several software products.

You can create a license requirement rule that uses the same software product as both source and target. Such a rule is only possible if the target license model is not the default license model of the selected software product. For each software product in the system you can add only one rule where this software is used as both source and target.

  1. If you add more than one software product, the system shows the condition radio buttons AND/OR:
  • If you choose AND, the system will create target requirements only if license requirements for all specified software products exist. 
  • If you choose OR, the system will create target requirements if a license requirement for any of the specified software products exists.
  1. In the Effective Statuses field, select the statuses of source license requirements that make such license requirements valid for the creation of target requirements.
  2. Click Organizational Scope to go to the next step.

Step 5. Organizational scope

This step is available for the license requirements' type of source only. You can restrict the scope of source license requirements. If you select an organizational unit, location, cost center or a combination of them, only those license requirements that belong to the selected ownership will be deemed valid for this license requirement rule.

Click Filter Criteria to proceed to the final step.

Final step. Filter criteria

  1. Use the Name, Inventory Number and Environment fields to filter consumers that must not be subject to this rule.
  2. Use the Add button in the grid to select software products whose license requirements make this dependency rule ineffective.

Click Add License Requirement Rule to finalize the creation of the rule.

The wizard will create the rule that can later be edited via dialog.