| Product # | Required. In the Product # field, type the identifier assigned to the product by the publisher. |
| Title | Required. In the Title field, type the full name of the product. |
| Status | From the Status dropdown, select the status of the product. The product status determines whether the product is available for use.
When a product is disabled, then you can no longer create entitlements for that product. Existing entitlements are not affected. |
| Available | Use the Available fields to determine the time frame during which the product is available. Either type the dates into the start and end fields, or click the icon to display a date selection tool. |
| Type | From the Type dropdown, select the product type. |
| Product line | From the Product line dropdown, select the product line that this product belongs to. |
| Family | From the Family combo box, select the product family that this product belongs to. |
| Version | Required. In the Version field, type the version for this product. |
| License version | In the License version field, type the version assigned to entitlements generated from this product. |
| Unit of measurement | From the Unit of measurement dropdown, select the unit of measurement used for this product. For example, for a license product, the unit of measurement may be seats. |
| Activation quantity display | From the dropdown, select the option to indicate whether to display the available quantity for the product during the activation process.
To show the available quantity, select Show quantity. To hide the available quantity, select Hide quantity. |
| Software ID Tag Unique Identifier | Enter a Software ID Unique Identifier identifying the specific product version. Click the Software ID tag hyperlink to view the Software ID tag XML file. |
| Language | From the Language dropdown, select the language for this product. |
| Deployment | From the Deployment dropdown, select how this product is deployed. Deployment usually indicates whether software is installed on a standalone system or a network. |
| Platform | From the Platform dropdown, select the platform this product can be installed on. A platform usually represents an operating system. |
| Media | From the Media dropdown, select the media used to distribute the product. |
| Market segment | From the Market segment dropdown, select the market segment this product is designed for. |
Contains the custom product properties configured by the publisher for this instance. For information on managing custom properties, see Editing custom properties.
The Bundle Rules section allows you to set this product up as a bundle product. There are two types of bundles:
| Entitlement bundles | For entitlement bundles, entitlements for the child products are created and linked to the entitlement for the parent product.
This is most commonly used to create linked maintenance or technical support entitlements for a license entitlement. |
| Shell bundles | For shell bundles, an entitlement for the parent product is made up of the entitlements for the child products. The child products must be of the same type as the parent product. |
To set up a bundle product.
For each child product:
To set the quantity to a fixed value, select Fixed, then type the quantity in the Qty field.
For example, if the quantity for the child product should always be 3, select Fixed from the Qty Handling dropdown, then type 3 in the Qty field.
To set the quantity based on the quantity of the parent entitlement, select Multiplier, then type the multiplier value in the Qty field.
For example, to set the quantity for the child entitlement equal to the quantity for the parent entitlement, select Multiplier from the Qty Handling dropdown, then type 1 in the Qty field.
| Termed duration | In the Termed duration field, type the duration in days to use to determine the expiration date of entitlements activated for this product. For example, if the duration is 30 days, then when an entitlement for this product is activated, the expiration date on the activated entitlement is 30 days from the start date. |
| Evaluation duration | In the Evaluation duration field, type the duration of any evaluation entitlements generated for this product. |
| Quantity multiplier | In the Quantity multiplier field, type the multiplier to use to set the quantity of entitlements created from this product. For example, if the multiplier is 2, then when an entitlement is created, the quantity specified for the entitlement is multiplied by 2. |
| Product security category | From the dropdown, select the security category to assign the product to. The security category is optional, and the dropdown only displays if the Registry IS_PRODUCT_SECURITY_CATEGORY_SUPPORTED is true.
The available security categories CATEGORY1 through CATEGORY10 are contained in the PRODUCT_SECURITY_CATEGORY list. Each product security category has two associated security settings:
If there are activated entitlements for the product, or if the product is currently being used in the configuration of another product, then you cannot change the security category. |
| Internal entitlement requests | From the dropdown, select an option to determine whether the product can be selected when creating an internal entitlement request:
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The following fields control how License Authorization Codes (LACs). During activation, customers use the LAC to find the entitlements to activate. Having a LAC is proof that the customer has access to the entitlement.
| LAC generation method | From the LAC generation method dropdown, select the method to use to generate LACs.
If you do not select a LAC generation method, then you will always have to specify a LAC when creating entitlements for this product. |
| Code 1, Code2, Code 3 | In the Code 1, Code 2, and Code 3 fields, specify up to three codes to use as input when generating LACs for this product. |
The next subsection is used to select survey questions to answer when entitlements are created from this product.
To add a row for a new question to the table, click Add a row.
To select a question:
The Search Survey Questions form displays the list of questions that can be used for entitlement generation.
To remove a question, click its Remove link.
For more information on survey questions, see Adding and editing survey questions.
| Support option | From the Support dropdown, select the level of support included with this product. |
| Support period | In the Support period field, type the number of days from the entitlement start date that support is available for this product. |
| Extension product # | The extension product is the product used when users extend the current product. To search for and select the extension product, click the find icon. |
Renewal products are used to renew this product. Specify multiple renewal products if users have the option to select among different renewal options.
To add a line to the list of renewal products, click Add a row.
To remove a line from the list of renewal products, click its Remove link.
To select a product, either type the product number in the Renewal Product # field, or click Find.
| Base price | In the Base price field, type the base price of the product. Used for reference purposes only. |
| Cost | In the Cost field, type the cost of the product. |
| Apply maintenance pro-ration | To use the program's maintenance pro-ration setup to determine the price of this product, check the Apply maintenance pro-ration to pricing check box. |
| Force price adjustment | To force the user to adjust the price and have the adjustment approved whenever ordering the product, check the Force price adjustment check box. |
| Points | In the Points field, type the number of points the customer receives for purchasing this product. |
| Proof of purchase type | From the Proof of purchase type dropdown, select an option to indicate whether users must provide some proof of purchase in order to obtain support.
To not require a proof of purchase, select None. To require a valid entitlement, select Entitlement. To require a valid serial number, select Serial Number. |
| Validation method | From the Validation method dropdown, select the method to use to validate the entitlement or serial number provided as a proof of purchase. |
| Shipping units | In the Shipping units field, specify the number of shipping units for the product.
The shipping unit is used to calculate the shipping cost for the product. It usually represents the weight of the product. |
| Supplier list | The supplier list contains all of the available suppliers in the system. To allow a supplier to be used for this product, check the Can Use check box. |
| Only sell in Canada and U.S. | To prevent this product from being sold outside of Canada and the United States, check the Only sell in Canada and U.S. check box. |
| Tax region and code list | Lists the tax code regions. For each region, specify the tax code to use. |
If this product is used to upgrade or migrate other products, you use this table to specify the upgrade/migrate-from and upgrade/migrate-to products for this product. When this product is added to an order, Poetic prompts the user to specify the specific entitlement to upgrade or migrate.
| Upgrade/Migration Type | From the Upgrade/Migration Type dropdown, select how to implement the upgrade or migration.
To update the existing entitlement to use the upgrade/migrate-to product instead of the upgrade/migrate-from product, select Update existing entitlement. To disable the existing entitlement and replace it with a new entitlement for the upgrade/migrate-to product, select Create new entitlement. |
| Upgrade/Migrate From | In the Upgrade/Migrate From field, type the product number of the product to upgrade or migrate from. To search for and select the product, click Find. |
| Upgrade/Migrate To | In the Upgrade/Migrate To field, type the product number of the upgrade to upgrade or migrate to. To search for and select the product, click Find. |
| Capture license purchase date | To allow customers to enter the license purchase date for this product when placing an order, check the Capture license purchase date check box. |
| Can purchase upgrade | To allow customers to purchase upgrades for this product, instead of requiring a subscription, check the Can purchase upgrade check box. |
The Auto-drop Products section is used to set up a list of products that may be added automatically as child lines to an order line that contains the product. The section also contains products that may be added to automatically generated orders.
For example, if a user orders a subscription for maintenance several months after purchasing the original license entitlement, Poetic may automatically add a late fee to the order.
Each auto-drop line includes:
To add an auto-drop line to the list, click Add Auto-drop product.
To remove an auto-drop line, click its Remove link.
For each auto-drop line:
| Auto-drop Type | From the Auto-drop Type dropdown, select the type of auto-drop.
If the product is added automatically without depending on any conditions, select Unconditional auto-drop product. For example, if customers always receive a CD when they order a product, the CD would be an unconditional auto-drop product for the product. If the product is a late fee that is added based on specific conditions, select Late fee. For example, if a user subscribes to maintenance months after purchasing a license, they may be charged a late fee. If the product is an upgrade product that is added based on specific conditions, select Upgrade. For example, if a user subscribes to maintenance months after purchasing a license, they may need to receive an upgrade to the current version. If the product is a physical product that is added based on specific conditions, select Fulfillment. For example, if customers need to be upgraded to a new version, they may receive a CD to allow them to perform the upgrade. |
| Price Rules | From the Price Rules dropdown, select the price to charge for the auto-drop product.
If the auto-drop product is free, then select Free. To charge the price based on the price currently in the system for the product, select Regular price. |
| Qty Rules | From the Qty Rules dropdown, select how to determine the quantity to order for the auto-dropped product.
To always order the same fixed quantity, select Fixed quantity. In the Fixed Qty column, type the quantity. For example, for a fulfillment product such as a CD, the quantity may always be 1. To order the quantity from the order line under which the auto-drop product is added, select Same quantity as on parent order line. To have the user set the quantity for the auto-drop line, select User-entered quantity. |
| Removable | If users can remove the auto-drop line from the order, check the Removable check box.
To not allow users to delete the auto-drop line, leave the box unchecked. |
| Parameter 1, 2, 3, 4 | The Parameter fields are used to determine the conditions under which to add the auto-drop line. Currently only Late fee auto-drop lines use parameters. For late fees:
For example, for a maintenance late fee, if Parameter 1 is 30 and Parameter 2 is 60, then the late fee is charged if the maintenance is ordered between 30 and 60 days after the license. |
| Products | Below each line is the list of products associated with the auto-drop.
To add a line for an auto-drop product, click Add product. To search for and select the product, click Find. To remove a product, click its Remove link. |
From the Locking technology dropdown, select the method to use to generate keys for this product. If you do not select a locking technology, Poetic uses the default locking technology.
Once an entitlement for the product has been activated (there are active activated items for the product), you cannot select a different locking technology for the product.
A component is an element of a product used only for key generation. You can configure the list of components sent to the key generator for this product.
To add a component to a product:
A blank line is added to the component table.
To multiply the quantity specified during activation with the number in the Qty field, select Multiplier.
To always set the quantity to the value in the Qty field, select Fixed.
To remove a component, click its Remove link.
To edit the component, click its Edit link. The Component Maintenance page displays. Note that any changes will affect all of the products that use the component.
For information on adding and editing components, see Adding and editing product components.
Products may be activated on a permanent or evaluation basis. Each type of activation may be assigned a set of activation rules. The activation rules determine the information required for the activation.
To select a rule set for an activation type, click its Find link.
To clear a selected activation rule set, click its Clear link.
To edit a rule set, click its Edit link. Note that any changes to the rule set will affect the other products that use the same rule set. For more information on creating and editing activation rule sets, see Adding and editing activation rule sets.
Once an entitlement for the product has been activated, you cannot select a different activation rule set for the product.
To set a future start date for a product during activation, on the Product Maintenance page, check the Ask for future activation start date if the product is sold with a limited duration check box.
If the check box is checked, the Activation Start Date field displays during activation on the Activation detail page.
The Activation Survey Questions section allows you to select the survey questions you would like asked during the activation process for this product. These are in addition to the activation survey questions assigned to the activation rule set.
The available questions are based on the settings from the survey question maintenance function. See Adding and editing survey questions.
Note that if any of the dropdown survey questions you selected are configured to display other questions when the user selects an answer, then you must also add those child questins to the list.
Even though it is in the list of survey questions, a child question is displayed only if the user selects the associated answer for the parent question. If you do not include the child question, then it will not be displayed when the user selects the answer from the parent question.
To add a line, click Add a row.
To search for and select a survey question, click Find.
For each survey question:
| Ask on Activation | To ask the survey question when users activate an entitlement, check the Ask on Activation check box. |
| Ask on Renewal | To ask the survey question when users activate a renewal entitlement, check the Ask on Renewal check box. |
| Ask on Rehost/Regen Keys | To ask the survey question when users rehost activated items or regenerate keys, check the Ask on Rehost/Regen Keys check box. |
| Ask on Return | To ask the survey question when users return activated items, check the Ask on Return check box. |
| Show Previous Answers | If the question has been asked before, then to show the previous answer, check the Show Previous Answers check box. |
| Regenerate Upon Changes | To regenerate any keys that used this question if the answer changes from the previous answer, check the Regenerate when Regenerate Upon Changes check box. |
| Display Row | You can organize the survey questions into columns and rows. This may be especially important if the survey questions are used to obtain technical information about an installation.
In the Display Row column, type the row number of the row in which to display the survey question. For example, if the question must display on the second row of questions, type 2 in the column. |
| Display Seq | In the Display Seq column, type the order in which to display the survey question within its row.
For example, to display the question in the third position on the second row, type 2 in the Display Row column, and 3 in the Display Seq column. |
To remove a line, click Remove.
The Activation Product Options section allows you to set up a list of products from which users select when they activate an entitlement for this product.
You can group the option products based on up to two parameters. Each parameter may represent any characteristic you use to differentiate the option products. For example, the one attribute may represent the platform, and the other attribute the version.
When users activate an entitlement, they select a value for each parameter, and the quantity to activate for the option product with those values.
Each option product must represent a unique combination of the two parameters. You can also specify whether the option product requires active maintenance. If you select a value for an attribute in one line, you must select a value in all of the lines.
To add a line to the list, click Add an activation option.
For each option product:
| Product | Type the product number for the option product. To search for and select the product, click Find. |
| Option Selection #1 | To select a value for the first parameter, click Find. |
| Option Selection #2 | To select a value for the first parameter, click Find. |
| Req Maintenance | If the option product can only be used if it became available before the maintenance for the optionable product expired, check the Req Maintenance check box. |
To remove a line from the list, click its Remove link.
You can set up a list of combinations of product family and version that are replaced when this product is activated. For example, if this product is configured to replace Version 1.0 of the DocumentWriter family, then when this product is activated, if there are any activated items on the machine for Version 1.0 of DocumentWriter, they are replaced by the activated items for this product.
To add a family replacement rule:
For example, an entitlement has 10 seats for the old product, but only 2 seats for the new product. If the check box is unchecked, then 2 seats are replaced with the new product, but the other 8 seats keep the old product. If the check box is checked, then all 10 seats are removed, and only the 2 for the new product remain.
If the family and version must be on the machine in order to activate this product, select Previous family/version MUST exist.
If the family version is not required to be on the machine, select Previous family/version not required.
To remove a line from the list, click its Remove link.
| Post-activation swapping product | In the Post-activation swapping product field, select the product that replaces this product when it is activated. The quantity from the entitlement for this product is moved to an entitlement for the swapping product. Poetic still uses the components from the original product for the activation. You can type the product number, or click the find icon to search for and select the swapping product.
The post-activation swapping product:
If a product is configured witha post-activation swapping product, do not use it as an upgrade-to product for an upgrade job. |
| Rehost rule | From the Rehost rule dropdown, select the option to control the rehosting of activated items for this product. |
| Maximum moves | In the Maximum moves field, type the number of times an activated entitlement can be rehosted or returned (if the move count is decremented after a return). |
| Return rule | From the Return rule dropdown, select the option to control the return of activated items for this product. |
| Decrement move count after return | To decrement the move count when users return activated items for this product, check the check box. If the box is checked, then the activated item can only be returned if the move count is greater than 0. |
| Regen rule | From the Regen rule dropdown, select the option to allow regeneration: To allow users to regenerate keys only when the security CAN_DO_REGENERATE_KEYS is set to true, select Regeneration based on security; To allow users to regenerate keys even if the security CAN_DO_REGENERATE_KEYS is set to false, select Regeneration always allowed. |
The Transactions tab contains a list of changes that have occurred to the product.