System Settings → Licenses

Licenses

Licenses determine what users in your organization can do once they have been given access to modules, views, and tasks. You can use the Licenses tab to add licenses and then assign them to users in your organization. When your organization purchased a Serena license, a PEL file was included. The PEL file contains the registered user licenses your organization has purchased. The Licenses tab displays a list of available licenses (trial and purchased), plus license properties, such as the license name, a description, the license type, the permissions available to the license type, the number of license seats included with the license, the number of remaining license seats that can be assigned to users in your organization, and the expiration date (if a trial license). Trial licenses (once expired) can be upgraded to purchased licenses.

A license provides up to three actions: view, edit, and administer. The security roles to which a user belongs will determine whether they can access a given module, view, or task. For example, users that are assigned to a license that allows them to edit the Charts tab in the Reports module and who belong to a security group that allows them to access the Reports module will be able to view and update information contained within the Charts tab.

Adding licenses

A Serena license PEL file contains the user licenses that are available to your organization. First import the PEL file and then assign users to licenses.

To add licenses
  1. In the desktop System Settings module, under Actions, click Manage Providers.
  2. Click Add Licenses.
  3. Navigate to the location where the new licenses are located. Click Open.

Assigning users to licenses

After licenses have been added, you can assign license seats to individual users in your organization. Users can be assigned to more than once license. Each seat can be assigned to only one user. Before assigning a security group to a license, be sure there are enough seats remaining.

To assign users to licenses
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Under Licenses, select the license to which the user will be assigned.
  4. Click Save.

Removing licenses

If there are no users in your organization assigned to a license (for example, trial licenses), you can remove them.

To remove licenses
  1. In the desktop System Settings module, under Actions, click Licenses.
  2. Select the license you want to remove and click Remove.
  3. Click OK.

Removing users from licenses

You may need to remove users from license assignments, for example when a user leaves your organization or when users change roles within your organization. If a user is currently logged on when you remove them from a license, the change will go into effect the next time the user logs on.

To remove users from licenses
  1. In the desktop System Settings module, under Actions, click Licenses.
  2. Select the license you want to remove and click Remove.
  3. Click OK.

Viewing licenses

Licenses can be viewed from the Security tab in the System Settings module (for on demand customers) as well as from the desktop Administration console (for on premise customers).

To view licenses
  1. In the desktop System Settings module, under Actions, click Manage Providers.
  2. Select the Licenses tab.

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