About the entitlement transfer process
Selecting entitlements to transfer
Selecting the new company and/or group
Confirming and completing the transfer
The entitlement transfer is used to change the ownership of entitlements. This may mean:
During the transfer process, you can also determine:
To start the transfer process, on the Assets menu, click Transfer entitlements.
On the Search Entitlements to Transfer page, to display a list of entitlements, provide search criteria, then click Search Entitlements.
To transfer all of the entitlements in the search results, click Transfer All Results.
To only transfer selected entitlements:
Note that you can only transfer entitlements that belong to the same end customer and contract.
On the Transfer page of the Transfer Entitlements process, you select the company and/or group to transfer the entitlements to.
You can also select a new registered owner for the entitlements.
The Transfer page lists the current end customer for the entitlements.
If you can move the entitlements to a different end customer, then a Select a different company link displays below the company information.
To select a different company, click the link.
The Transfer page lists the current registered owner for the entitlements.
If there is more than one registered owner associated with the entitlements, then the message "Multiple users for these entitlements" is displayed instead.
To select a new registered owner for the entitlements, click Select a different user. The selected user will also be the registered user for the activated items.
If you can edit the profile for the selected company or user, then an Edit link displays below the company or user information.
To edit the company or user, click the Edit link.
To select the group to move the entitlements to, either:
To create a new group to move the entitlements to, click Add group.
To edit the selected group, click Edit group.
On the Configure page, from the Transfer rule dropdown, select the rule for the transfer. The transfer rule determines whether to transfer only the available quantity or the entire entitlement.
If you are transferring the entitlements to a different group within the same company, then the options are:
| Transfer available quantity only | Only the available quantity is transferred. If an entitlement is partially activated, then the entitlement is split.
The available quantity is moved to a new entitlement or entitlements, depending on the LAC rule. The new entitlements are assigned to the selected group. The activated quantity remains in the original entitlement. For example, entitlement ENT1 belonging to Group1 has a total quantity of 10 and an available quantity of 4. The available quantity is transferred to Group2. ENT1 is split. After the transfer, ENT1 has a total quantity of 6 and an available quantity of 0. A new entitlement ENT2 belongs to Group2. It has a total quantity and available quantity of 4. |
| Transfer entire quantity | The entire entitlement quantity is moved to a new entitlement or entitlements, depending on the LAC rule.
The activated items are also moved to the new group. For example, entitlement ENT1 belonging to Group 1 has a total quantity of 15 and an available quantity of 5. ENT1 is activated on Machine1. The available quantity is transferred to Group2. ENT is disabled, and ENT2 is created with the entire quantity from ENT1. ENT2 is assigned to Group2. On Machine1, the activated items for ENT1 are updated to belong to ENT2. The group for those activated items is updated to Group2. |
If you are transferring the entitlements to a different company, then the options are:
| Transfer available quantity only | Only the available quantity is transferred. If an entitlement is partially activated, then the entitlement is split.
The available quantity is moved to a new entitlement or entitlements, depending on the LAC rule. The new entitlements are assigned to the selected company and group. The activated quantity remains in the original entitlement. For example, entitlement ENT1 belonging to Superco, Inc. has a total quantity of 10 and an available quantity of 4. The available quantity is transferred to UltraTech, Inc. ENT2, assigned to UltraTech, Inc. is created with a quantity of 4. For ENT1, the total quantity is reduced to 6. |
| Transfer entire quantity - split machines | The entire entitlement quantity is moved to a new entitlement or entitlements, depending on the LAC rule.
If a machine with activated items for the selected entitlements also has activated items for other entitlements, then Poetic "splits" the machine or registration certificate. This means that Poetic creates a new machine or registration certificate with the same name for the selected company. Poetic needs to make sure that the new company does not already have a machine or registration certificate with that name. The new machine or registration certificate has the activated items for the selected entitlements. The other activated items remain on the original machine or registration certificate. For example, ENT1 belongs to Superco, Inc. It has a total quantity of 15. A quantity of 5 is installed on Machine1. A quantity of 2 is installed on Machine2. ENT1 is transferred to UltraTech, Inc. As a result of the transfer:
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| Transfer entire quantity - do not split machines | The entire entitlement quantity is moved to a new entitlement or entitlements, depending on the LAC rule.
If the entitlements are activated, then Poetic transfers the entire machine or registration certificate to the new company, including activated items for entitlements that were not included in the original list of entitlements to transfer. Those entitlements are split. For example, ENT1 belongs to Superco, Inc. it has a total quantity of 14. A quantity of 6 is installed on Machine1. A quantity of 5 is installed on Machine 2. Machine1 also has an activated item (quantity 3) for ENT2. ENT2 has a total quantity of 10. Machine2 also has an activated item (quantity 5) for ENT3. ENT3 has a total quantity of 12. ENT1 is transferred to UltraTech, Inc. As a result of the transfer:
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When you transfer entitlements, you can also generate new LACs for any new entitlements that are created as a result of the transfer. From the LAC generation rule dropdown, select an option to determine whether to generate new LACs and the number of LACs to generate.
| No LAC generation required | Indicates to not generate new LACs for the new entitlements. The new entitlements have the same LAC as the transferred entitlements. |
| No LAC generation required | Indicates not to generate new LACs for the new entitlements. The new entitlements have the same LAC as the transferred entitlements.
However, with this option, if any LAC would be assigned to entitlements belonging to different companies, then an error is returned. |
| Enter 1 LAC for this transaction | When you select this option, a LAC field displays for you to provide a LAC.
This LAC is assigned to all of the new entitlements created as a result of the transfer. |
| Generate 1 LAC for this transaction | For each entitlement, one new entitlement is created for the transferred quantity.
Poetic generates a single LAC and assigns that LAC to all of the new entitlements. This option requires that all of the entitlement products use the same method to generate LACs. |
| Generate 1 LAC for each entitlement | For each entitlement, one new entitlement is created for the transferred quantity.
Poetic generates a different LAC for each of the new entitlements. |
| Generate 1 LAC for each seat | For each entitlement, Poetic creates a number of entitlements equal to the transferred quantity. Each entitlement has a quantity of 1. For example, if a quantity of 2 is transferred from an entitlement, Poetic creates 2 new entitlements.
Poetic generates a different LAC for each of the new entitlements. |
From the LAC file format dropdown, select the format to use for the list of new LACs.
In the Send LACs to field, type the email addresses that should receive the list of new LACs.
For any new entitlements, you can send an Invite to Activate.
From the Invite to Activate template dropdown, select the template to use for the email message.
If you selected a different registered owner, then to send the Invite to Activate to the new owner, check the Send to registered owner check box. If you did not select a different registered owner, then this check box does not display.
In the Additional recipients field, type any additional email addresses that should receive the Invite to Activate.
| Transfer job name | In the Transfer job name field, enter a name to use for this request. |
| Process mode | The process mode indicates whether to only validate the information provided or execute the process.
To only validate the data, and not perform the actual transfer, click the Validate radio button. For a validation process, only the report of the request results is sent. To execute the process, click the Execute radio button. |
| Error handling | From the Error handling dropdown, select the method for handling errors when the rehost is validated or executed.
To record the error, but continue the process, select Record and continue. To stop the process as soon as an error is found, select Stop on error. If you select this option, then if there are any errors at all, none of the entitlements are transferred. |
If you are executing the request, and are transferring any activated quantities, then from the Result output dropdown, select the option to use for sending the certificate information for the affected machines or registration certificates.
If you are sending the certificates, then in the Email result output to field, type the email addresses to send the certificates to. Use commas to separate multiple addresses.
When the request finishes processing, Poetic sends a summary of the results. In the Email reports to field, type the email addresses that should receive the summary. Use commas to separate multiple addresses.
From the Email language dropdown, select the language to use for sending the notifications.
In the Comments field, type additional text to include in the notifications.
When you finish configuring the transfer, click Next.
On the Confirm page, if needed, check the check box to accept the terms and conditions.
In the Notes field, provide any notes concerning the request.
To complete the request, click Finish.