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Changing ownership of a license (transferring a license)

Introduction

Every license that you have purchased and recorded in your license inventory has an ownership. This ownership defines which organizational unit, cost center and location own the license. Ownership can be used to grant access to the license for reading, updating or deleting. 

You may want to change the ownership of one particular license or several selected licenses and you can do that at any time using the Transfer License action. 

This action supports following usage cases:

  1. Transfer entirely: Change the ownership of selected licenses.
  2. Transfer partly: Split the license and provide a certain part of purchased usage rights with a new (child) license that has a different owner that the selected (mother) license.
  3. Revoke previous partial transfer: Merge "child" license with its "mother" license and delete it afterwards.

Transfer a license entirely

  1. Select the licenses you want to transfer in the dataset view
  2. Run the Transfer License action.
  3. In the first page of the wizard:
    • Select Set new ownership.
    • Select the organizational dimension you want to change (Organizational Unit, Cost Center, Location).
    • Set a new owner at the relevant dimensions.
    • Go to the next page of the wizard.
  4. On the second page of the wizard:
    • Leave the Transfer license entirely checkbox selected.
    • Check and possibly adjust the license pool for the license.
    • If the license is using a base license (e.g. in case of an update license), select the option how to handle the base licenses:
      • Transfer base license(s) accordingly: Set the ownership of all base licenses (can actually be a chain) to the same new owner.
      • Remove base license(s) accordingly: Remove any relation with base licenses. The license will be invalid and you will have to assign new base licenses for successful validation.
      • Keep base license(s) unchanged: Do not change ownership of the base license and their relation to this license. 
    • Finish the wizard.

The system saves your changes and possibly adjusts any existing or possible entitlements according to the transfer.

Transfer a license partly

  1. Select the licenses you want to transfer in the dataset view.
  2. Run the Transfer License action.
  3. In the first page of the wizard:
    • Select Set new ownership.
    • Select organizational dimension you want to change (Organizational Unit, Cost Center, Location).
    • Set a new owner at the relevant dimensions.
    • Go to the next page of the wizard.
  4. On the second page of the wizard:
    • Clear the Transfer license entirely checkbox.
    • Provide the number of usage rights you want to transfer. This number cannot be higher than the displayed number of purchased usage rights.
    • Check and possibly adjust the license pool for the license.
    • If the license is using a base license (e.g. in case of an update license), select the option how to handle the base licenses:
      • Transfer base license(s) accordingly: Set the ownership of all base licenses (can actually be a chain) to the same new owner.
      • Remove base license(s) accordingly: Remove any relation with base licenses. The license will be invalid and you will have to assign new base licenses for successful validation.
      • Keep base license(s) unchanged: Do not change ownership of the base license and their relation to this license. 
    • Finish the wizard.

The system saves your changes and possibly adjusts any existing or possible entitlements according to the transfer.

Revoke previous partial transfer

With this use case the selected license will be deleted. Therefore, please check if there is any information attached to the selected "child" license that you need to preserve.  Move this information to the corresponding "mother" license before you perform this action.

  1.  Select the licenses you want to transfer in the dataset view.
  2. Run the Transfer License action.
  3. In the first page of the wizard:
    • Select Merge with mother license.
    • Finish the wizard.

The system saves your changes and possibly adjusts any existing or possible entitlements according to the transfer.