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Importing licenses using the standard template

This article applies to Software Asset & Service Management 9.0 Update 1 and higher.

Introduction

In License Management there is an option to import purchased licenses using a standard template. The template can be downloaded on the second page of the Import License Inventory wizard.

License Import Wizard p2 - UUX.jpg

Save the file locally and open it with Microsoft Excel.

Template columns and field mapping

The standard import template for licenses has the following columns and stores imported data in the following target attributes.

Please note that the first two columns represent the "KEY" used to decide whether to create a new license record or update an existing one.

Template column

Target Attribute
Data Type
Key
Comment
Order Number
SPSAssetClassOrder.OrderNumber
alphanumeric
Yes
Mandatory, key for import. 
Order Position
SPSAssetClassOrder.OrderPosition
alphanumeric
Yes
Mandatory, key for import. It is the Order Item Number field in the license dialog.
SKU
SPSAssetClassOrder.ManufacturerOrderNumber
alphanumeric
 
Recommended if recognition by LIS is desired.
See the note below this table for details.
Supplier
SPSAssetClassBase.Supplier.ShortName
relation to supplier
 
Recommended if validation should be based on supplier + order/invoice number instead of assigned contract.
Description
SPSAssetClassBase.Name
alphanumeric
 
Mandatory
Language
SPSAssetClassLicense.Language.Value
relation to language pickup
 
 
License Type
SPSAssetClassLicense.Type.DisplayString
relation to license type pickup
 
Recommended. To import correct values, you need to specify the license type in English disregarding of your default language.
Total Amount
SPSAssetClassLicense.PurchasedCount
decimal value
 
Mandatory (means: amount of purchased items)
Unlimited
SPSAssetClassLicense.PurchasedCountInfinite
1 = yes, 0 = no
 
Mandatory
Downgrades
SPSAssetClassLicense.AllowDowngrades
1 = yes, 0 = no
 
Recommended
License Model
SPSAssetClassLicense.LicenseModel.Name
relation to license model
 
Recommended
Order Date
SPSAssetClassOrder.OrderDate
datetime
 
Recommended if validation should be based on supplier + order/invoice number instead of assigned contract.
Invoice Number
SPSAssetClassOrder.InvoiceNumber
alphanumeric
 
Recommended  if validation should be based on supplier + order/invoice number instead of assigned contract.
Comments
SPSAssetClassBase.Notes
alphanumeric
 
 
Valid From
SPSCommonClassBase.ValidFrom
datetime
 
Recommended if license type requires this information for successful validation.
Valid Until
SPSCommonClassBase.ValidUntil
datetime
 
Recommended if license type requires this information for successful validation.
Volume Points
SPSAssetClassLicense.PointSpent
numeric
 
 
Contract
SPSAssetClassLicense.LicenseContract.ContractNumber
relation to license agreement
 
Recommended if validation should be based on assigned contract instead of supplier + order/invoice number.
Ownership OrgUnit
SPSCommonClassBase.OU.IDName
relation to org. unit
 
Recommended. If empty, "Global" is assumed.
Ownership Cost Center
SPSCommonClassBase.CostCenter.IDNumber
relation to cost center
 
Recommended. If empty, "Global" is assumed.
Ownership Location
SPSCommonClassBase.Location.Name
relation to location
 
Recommended. If empty, "Global" is assumed.
License Pool
SPSAssetClassLicense.LicensePool.Name
relation to license pool
 
Mandatory
End of Maintenance
SPSAssetClassLicenseMaintenance.ValidUntil
datetime
 
Recommended, if license type requires this information for successful validation.
Software ObjectID SPSAssetClassLicense.Software.ObjectId relation to software product   Recommended

If you import licenses with SKUs, the corresponding software product is not assigned during the import. This is done by License Management - Data Batch Processing.  If you do license imports regularly, you may consider creating an activation of the engine "License Manager Imported Licenses Processor" which then can run in a higher frequency. This engine tries to find the SKUs of imported licenses in the License Intelligence Service data and assign the corresponding software product (see chapter below).

License recognition by LIS

During the background processing, the system tries to identify the imported licenses using reference table provided by the License Intelligence System (LIS). 

If LIS provides a unique match by SKU, the system overwrites the imported information with attributes provided by LIS license recognition data:

License Attribute LIS Attribute
Description Price List Item Name
Type Type of License
Relation to Software Product Relation to Software Product Template
Relation to License Model Relation to License Model
Language Language

Read more information about License Intelligence Service (LIS) here.

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