Conversion Settings

The Conversion Settings tab (visible only to Smart Account Administrators), located under the Convert to Smart Licensing tab in CSSM, provides streamlined capabilities for automatic conversion to Smart Licensing when set to Enabled.

Automatic Conversion to Smart Licensing

Setting up automatic conversion to Smart Licensing can be done for PAKs and/or devices (product instances) that are assigned to Smart Accounts as part of a new order. In addition, these settings will apply towards the bulk conversion of licenses on PAK(s) and product instance(s).

PAK Smart Licensing Conversion

Procedure

Step 1

In the Smart Software Manager, click the Convert to Smart Licensing tab and click the Conversion Settings tab (visible only to Smart Account Administrators).

Step 2

Under Automatic Conversion to Smart Licensing, check the When Product Authorization Keys (PAKs) are Assigned to a Smart Account check box. The conversion will be dependent upon the Virtual Account and product type that the PAK belongs to.

Step 3

From the Virtual Accounts drop-down list, choose either PAKs in All Virtual Accounts (default) or PAKs in Selected Virtual Accounts.

  • For PAKs in Selected Virtual Accounts, choose one or more Available Virtual Accounts from the list in the left pane and click the right arrow to move them over to the Selected Virtual Accounts in the right pane. Click OK.

Step 4

From the Products drop-down list, choose either All Products (default) or Selected Products, which gives you the option to choose the product type.

  • For Selected Products, choose one or more Available Products from the list in the left pane and click the right arrow to move them over to the Selected Products in the right pane. Click OK.

Step 5

Click Save.

From this time forward, PAKs assigned to a Smart Account as part of a new order that meet the criteria you specified will automatically convert to Smart Licenses and added to your inventory. In addition, these settings will apply towards the bulk conversion of licenses on PAK(s).

Device Smart Licensing Conversion

Procedure

Step 1

In the Smart Software Manager, click the Convert to Smart Licensing tab and click the Conversion Settings tab (visible only to Smart Account Administrators).

Step 2

Under Automatic Conversion to Smart Licensing, check the When Devices are Assigned to a Smart Account check box. The conversion will be dependent upon the Virtual Account and product type that the device belongs to.

Step 3

From the Virtual Accounts drop-down list, choose either Devices in All Virtual Accounts (default) or Devices in Selected Virtual Accounts.

  • For Devices in Selected Virtual Accounts, choose one or more Available Virtual Accounts from the list in the left pane and click the right arrow to move them over to the Selected Virtual Accounts in the right pane. Click OK.

Step 4

From the Products drop-down list, choose either All Products (default) or Selected Products, which gives you the option to choose the product type.

  • For Selected Products, choose one or more Available Products from the list in the left pane and click the right arrow to move them over to the Selected Products in the right pane. Click OK.

Step 5

Click Save.

From this time forward, devices assigned to a Smart Account as part of a new order that meet the criteria you specified will automatically convert to Smart Licenses and added to your inventory. In addition, these settings will apply towards the bulk conversion of licenses on devices (product instances).