Upgrade Licenses
Upgrade licenses are purchased as a part of SKU(s) to replace existing features.
Existing licenses can be upgraded as long as there is sufficient quantity of both existing and upgrade pending licenses in the inventory. Licenses, once upgraded, can be added to the current Virtual Account or to a different Virtual Account.
Please note: the quantity of existing and upgrade pending licenses required to complete the upgrade is based on the SKU.
Procedure
To Get Started | Identify the license that needs to be upgraded. Either click on: • The Upgrade Pending link in the Alert (within the Alerts column) • Select Complete Upgrade under the Actions column • Select Complete Upgrade under Actions at the bottom of the modal that opens when clicking on the license name These options will open the Upgrade Licenses window. |
Step 1 | Select Licenses Enter the Quantity and click Apply. A list of different upgrade option(s) appears. Please note: the quantity of licenses entered cannot exceed the total number of licenses available for upgrade (the maximum available quantity is indicated under the Quantity field). Select the option from the list. Click Next. |
Optional |
Select a different To Virtual Account from the available list. The list of upgrade option(s) may change based on the Virtual Account selected and quantity of licenses available. Please note the following: • The selected Virtual Account must have the required licenses in the Upgrade To and Replaces Current columns in its inventory in order to perform the upgrade. • If there is either insufficient or zero quantity in either the Upgrade To and Replaces Current columns, the Quantity Available will be in red and an error message appears at the top of the screen with the following text: This quantity cannot be upgraded because not enough licenses are currently available in this virtual account. Try lowering the quantity requested, or select a virtual account that contains more licenses to replace. |
Step 2 | Review Confirm the information on the screen reflects the selections made in the previous screen. If changes need to be made, click Back. If all looks fine, click Submit to complete the license upgrade process. The quantities of the existing and upgrade licenses will be adjusted in the Purchased column to reflect the inventory after the upgrade. Please note: • When the Submit button is clicked, if the quantity of Upgrade To or Replaces Current has changed, an error message appears - “The license upgrade failed because the number of licenses available in your account has changed. This usually occurs when a recent transaction changes the number of available licenses. Click the Start Over link to see the current list of available licenses.” • If the license upgrade fails for any other reason, a system failure message appears – “We apologize, but the license upgrade failed due to a system error. Please click the Start Over link to try again.” |