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  1. In the Edit Product Flagship dialog, click the Features tab.
  2. Under the Menu area, click Create Feature.
  3. Enter F1 for the Feature Name, and 1.0 for the Feature Version.
  4. Click Save to create the feature, then close the dialog. Back at the Edit Product dialog, you'll see the feature F1 in the Features table.
  5. Create a second feature called F2 in the same manner as described above.

Creating templates for the product

Now, we'll create two templates for the product. One template will be for Corporate customers, who will receive 10 floating licenses by default, and will have both features F1 and F2 included, with F1 an annual license and F2 a perpetual license. The other template will be for Small Business customers, who will receive one node-locked license by default, will include only feature F1, and will expire 6 months from license activation.

To define a Corporate template To select one or more templates to use for the feature:

  1. Click the Templates tab in the Edit Product "Flagship" dialog.
  2. Under the Menu area, click Create Template. The Create Add New Template for "Flagship" dialog opens.
  3. Enter Corporate for the template name, and click Save, then close the dialog. Back at the Edit Product dialog, you'll now see the Corporate template listed in the Templates table.
  4. In the Corporate template row, click the Edit icon under the Action column. The Edit Template "Corporate" dialog opens.
  5. In the General tab, select HOSTNAME :
    1. ETHERNET for the Hostid Type
    ;
    1. Floating for License Type
    ; and
    1. Customer for Licensee Type.
  6. Click Save.
  7. In the Features tab, select both F1 and F2. Click Save.
  8. In the Settings tab, specify the following for Feature F1: (Note: You may need to close the Edit Template dialog and open the Corporate template for edit again in order to see the Settings tab contents.)
    1. Fixed for Expiration Type
    2. One year from today's date for the Expiration Date. (You can select the date using the calendar or type the date. If typing the date, the format must be YYYY-MM-DD.)
    3. 10 for Count (to indicate that Corporate licenses include 10 seats by default).
  9. For Feature F2, specify:
    1. No Expiration for the Expiration Type.
    2. 1 for the Count.
  10. Click Save, then close the dialog.

To define a Small Business template for the feature:

  1. From the Templates tab, edit the Default template.
  2. In the General tab, change the name from "Default" to "Small Business," and specify the following settings:
    1. HOSTNAME for HostID Type.
    2. Nodelocked for License Type.
    3. Customer for Licensee Type.
  3. Click Save.
  4. In the Features tab, select only F1. Click Save.
  5. In the Settings tab, specify the following for Feature F1 (this should be the only feature shown in the Settings tab):
    1. Days From Activation for Expiration Type.
    2. 180 (6 months) for Days From Activation.
    .TBD

Creating templates for the product

Adding customers

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  1. Click Save and close the dialog.
  2. Close the Edit Product dialog.

Note that both the Corporate and Small Business templates are now available for all features in the product. To assign features to existing templates, you can use the Features tab from the Edit Product dialog. For example, if you open Feature F2 for edit, you will see that it is assigned only to the Corporate template. If you want to also include it in the Small Business template, simply select Small Business from the list of templates to include the feature in.

Adding customers

Now, we'll add a couple of customers to LAC who will be purchasing our Flagship product.

  1. From the main LAC page, click the Customers tab.
  2. Under Menu in the left sidebar, click Create Customer.
  3. Enter ABC Enterprises for Customer Name.
  4. Enter Corporate customer under Notes (optional).
  5. Click Save and close the dialog. You will now see ABC Enterprises listed in the Customers table.
  6. Open the ABC Enterprises customer for edit by clicking the Edit icon in the Action column for that customer.
  7. In the Contacts tab, select Create Contact. The Create New Contact dialog opens.
  8. Enter Joe Biggs for the Contact Name, and jbiggs@abcenterprises.com for Email.

Enter a second customer named "XYZ Ltd" in the same manner as above. This will be our Small Business customer. The only required information for the customer is the customer name; all other information is optional.

Creating license orders

Let's create a license order for our Corporate Customer and our Small Business customer, using the templates we created for each customer type.

Activating a license