Transferring a License

Licenses can be transferred between Virtual Accounts in a Smart Account. You can choose one or more licenses from the licenses table either at the Summary Level or License Transaction Detail Level.

Please note the following:

Once an entitlement has been reserved, it cannot be transferred between Virtual Accounts.
Once a reserved term license has expired, the available quantity has been reduced due to licenses being used to fulfill the expired reservation.
Only unassigned (unconsumed) restricted licenses are eligible for transfer between Virtual Accounts.

NOTE: This applies to factory installed license reservations as well.

Transfer Between Virtual Accounts – Summary Level

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu options and choose an existing virtual account from the Virtual Accounts drop-down menu.
Step 2	Click the Licenses tab.
Step 3	In the Licenses table, check the checkbox(es) to choose one or more licenses. Click Available Actions above the table and choose Transfer Between Virtual Accounts.
Step 4	In the Transfer Between Virtual Accounts window, complete the following fields:


Name	Description
Transfer To/From drop-down menu	Choose one of the following: Transfer To-Licenses are transferred from the current virtual account to the selected virtual account. Transfer From-Licenses are transferred from the selected virtual account to the current virtual account.
Virtual Account drop-down menu	Choose a Virtual Account to transfer the license(s) to/from.
License	Shows the name of the license, the virtual account that it belongs to, and the number of licenses that are currently available.
Expires	Shows the license expiration date. For permanent licenses, it will be shown as Perpetual.
Purchased	Shows the number (quantity) of licenses purchased, which may include Perpetual and/or Term. NOTE: Licenses billed by usage do not have a predefined number purchased and is indicated by a dash (-) instead of a number. Hover over the dash to see the informational message.
In Use	Shows the number of licenses currently in use, along with number of licenses reserved shown with the keyword Reserved.
Balance	Shows the number of licenses available for transfer between Virtual Accounts.
Transfer	Enter the number of licenses you want to transfer.

You can view a summary of changes from the Transfer Licenses window after you complete the Transfer To/From and Virtual Account Quantity fields by clicking Show Preview.


Step 5	Click Transfer to transfer the licenses or click Show Preview to view a summary of the changes or click Cancel to stop the license transfer. NOTE: When you click Transfer, a warning message will display alerting you that the association of license tags to the transferred licenses will be lost and the license tags will not be transferred along with license itself.
Step 6	In the Preview Transfer Licenses Between Virtual Accounts window, do one of the following: Click Transfer to transfer the licenses. Click Hide Preview to make more changes. Click Cancel to stop the license transfer.

Transfer Between Virtual Accounts – License Transaction Detail Level

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu options and choose an existing virtual account from the Virtual Accounts drop-down menu.
Step 2	Click the Licenses tab.
Step 3	Check the Show License Transactions* check box.
Step 4	Click the plus (+) icon next to each license to expand the license transaction detail view.
Step 5	In license detail view, check the check box(es) to choose the individual order lines and in the Actions column, click the Available Actions drop-down menu and choose Transfer Between Virtual Accounts. NOTE: You may choose multiple order lines from different licenses to transfer between Virtual Accounts.
Step 6	In the Transfer Between Virtual Accounts window, complete the following fields:


Name	Description
Transfer To	Choose one of the following: Transfer To-Licenses are transferred from the current virtual account to the selected virtual account.
Virtual Account drop-down menu	Choose a Virtual Account to transfer the license(s) to.
License	Shows the name of the license, the virtual account that it belongs to, and the number of licenses that are currently available.
Expires	Shows the license expiration date. For permanent licenses, it will be shown as Perpetual.
Purchased	Shows the number (quantity) of licenses purchased, which may include Perpetual and/or Term. NOTE: Licenses billed by usage do not have a predefined number purchased and is indicated by a dash (-) instead of a number. Hover over the dash to see the informational message.
In Use	Shows the number of licenses currently in use, along with number of licenses reserved shown with keyword Reserved.
Balance	Shows the number of licenses available for transfer between Virtual Accounts.
Transfer	Enter the number of licenses you want to transfer.

You can view a summary of changes from the Transfer Licenses window after you complete the Transfer To and Virtual Account Quantity fields by clicking Show Preview.


Step 7	Click Transfer to transfer the licenses or click Show Preview to view a summary of the changes or click Cancel to stop the license transfer. NOTE: When you click Transfer, a warning message will display alerting you that the association of license tags to the transferred licenses will be lost and the license tags will not be transferred along with license itself.
Step 8	In the Preview Transfer Licenses Between Virtual Accounts window, do one of the following: Click Transfer to transfer the licenses. Click Hide Preview to make more changes. Click Cancel to stop the license transfer.

*You can view the license transactions details only if the License Transaction Details drop-down menu in the Preferences tab is set to Visible AND the Show License Transactions check box in the Licenses tab is checked.

Manage Tags

The Manage Tags option makes changes to your license tags across your Virtual Account. The License tags are displayed alphabetically and show the number of licenses and license transactions that are associated with each tag.

Editing License Tags

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu and choose an existing Virtual Account from the Virtual Account drop-down menu. You can search Virtual Accounts By Name or By Tag by entering the first few letters in the Search field to limit the number of available Virtual Accounts that are displayed.
Step 2	Click the Licenses tab.
Step 3	Click Manage Tags.
Step 4	Each tag will be shown under the License Tag column and the details of the tag association are shown under the Assigned To column.
Step 5	Under the tag name, click Edit.
Step 6	Update the tag name and click Save. If the updated tag name already exists in the Virtual Account, an error message will display. To stop editing the tag, click Cancel. Note: Clicking Save will update the tag name on all the associated licenses and license transactions in your Virtual Account. Once Saved, “Tag updated Successfully” confirmation message will be displayed.
Step 7	Click Close.

Deleting License Tags

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu and choose an existing Virtual Account from the Virtual Account drop-down menu. You can search Virtual Accounts By Name or By Tag by entering the first few letters in the Search field to limit the number of available Virtual Accounts that are displayed.
Step 2	Click the Licenses tab.
Step 3	Click Manage Tags.
Step 4	Each tag will be shown under the License Tag column and the details of the tag association are shown under the Assigned To column.
Step 5	Under the tag name, click Delete to delete the tag. The following messages are displayed: “*Are you sure you want to delete the tag?” and “Clicking on delete will delete the tag from all the associated summary lines and license transactions.”* Click Yes, Delete It to delete the tag from all associated summary lines and license transactions or click Cancel to cancel its deletion. “Tag Delete Successful” confirmation message will display once the tag is deleted.
Step 6	Click Close.

Search Licenses by Name or by Tag

Search by Name

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu and choose an existing Virtual Account from the Virtual Account drop-down menu. You can search Virtual Accounts By Name or By Tag by entering the first few letters in the Search field to limit the number of available Virtual Accounts that are displayed.
Step 2	Click the Licenses tab.
Step 3	In the Licenses table, click By Name above the Search field.
Step 4	Click inside the Search field and type the first few letters of a license name. A list of all matching entitlements within your Virtual Account is displayed. Choose the license from the list. To remove the selected license name, click x in the search text box

Search by Tag

Procedure


Step 1	In Smart Software Manager, choose Inventory from the menu and choose an existing Virtual Account from the Virtual Account drop-down menu. You can search Virtual Accounts By Name or By Tag by entering the first few letters in the Search field to limit the number of available Virtual Accounts that are displayed.
Step 2	Click the Licenses tab.
Step 3	Click By Tag above the Search field.
Step 4	Click inside the Search field. A list of license tags available within the Virtual Account is displayed. Type the first few letters of a tag to filter the list. NOTE: All license tags associated to the entitlements in your Virtual Account at the License Transaction Detail Level are displayed only if the License Transaction Details drop-down menu in the Preferences tab is set to Enable AND the Show License Transactions check box in the Licenses tab is checked.
Step 5	Choose one or more tags. Only the entitlements associated to the selected tags are displayed. To remove selected license tags, click x against each tag.

Change Virtual Account Assignment

Duplicate licenses can either be moved or copied to a different Virtual Account(s). These licenses become active if the target/selected Virtual Account(s) do not already contain the transferred licenses.

Please note: this option in the Actions drop-down menu is only available for By Usage entitlements.

Procedure:


Step 1	Identify the license to be moved or copied. Click on Actions and select Change Virtual Account Assignment.
Step 2	Select the Subscription for the license from the Subscription ID drop-down menu that should be transferred. Please note: The Subscription ID that correspond to the active entitlement is marked as Enabled. The Subscription IDs that correspond to duplicate entitlements are Disabled.
Step 3	Select the Virtual Accounts(s) from the available list to move or copy the license. The Virtual Account(s) that are checked means the license is already there. To move the license, uncheck the Virtual Accounts that currently has the license and select the other Virtual Accounts. To copy the license, leave the Virtual Accounts that are checked as-is and select other Virtual Accounts to copy the license to. Click Check All if the license is to be copied to all available Virtual Accounts. Please note: the Duplicate Licenses alert appears: When the selected Virtual Account(s) has duplicate licenses or The Virtual Account(s) will have duplicate licenses once the license has been copied or moved Click OK. The license is copied or moved to the selected Virtual Account(s).