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About templates

You can define one or more templates for each product. Templates give you a way to pre-define settings that you can reuse when creating licenses. You must have at least one template for each product. A default template, named default, is provided for each product you create. You can redefine this template as needed, including renaming it. You can add as many templates to each product as you need.

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A major benefit of these flexible templates is that once you add a template, if you add a feature to the product (e.g., and add-on sub-product) in the future, you can attach the feature to the template and assign its default values to the template.

How to create/edit a template

You create and edit templates using the Template tab in the Create New Product or Edit Product dialog (accessed from the Products page).

  • To create a new template, click Create Template from the Template page.
  • To edit an existing template, click the edit icon

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  • under the

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  • Action column of the Templates table.

This opens the The Add New Template or Edit Template dialog appears. These dialogs have the same tabbed sections: General, Features, and Settings, which let you define the template settings using the tabbed sections described below.

General tab

The settings you define in under the General section tab of the Template dialog include the following.

Field

Description

Name

A descriptive name that identifies the template.

License Type

The type of license (Network or Local).

Licensee Type

The type of entity that the license will be created for (Fixed, Customer, Unspecified).

Licensee

The name of the person, company, etc. that will be receiving the license. (Optional.)

HostIDs tab

The HostIDs tab lets you specify the HostIDs HostID(s) that will be used to lock the license, such as Ethernet, Hostname, IP Address, etc. The available HostID types and the options depend on the which types that are supported by the license generator being used.For license generators other than LM-X (FlexNet and Reprise), you can select one HostID type To use HostID locking, toggle HostID locking on and specify the HostID settings as described below.

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Toggling HostID locking on/off

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  • To use HostID locking, select Lock license to at the top of the dialog.
  • If you do not want to lock the license to a HostID, select Not Locked from the top of the dialog.

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Specifying HostID locking for LM-X

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When using LM-X as the license generator, you can select multiple HostID types. For each HostID type, specify the minimum required and the maximum allowed for successful HostID verification. For both fields, the range is from 0 - 16, and defaults to 1.

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For more information about using HostIDs with LM-X, see the HostIDs section of the LM-X Developer's Manual, and the Knowledgebase article, "Which HostID should I lock my license to?" For more information about LM-X HostID match rate, see the HOSTID_MATCH_RATE section of the LM-X Developer's Manual, and the Knowledgebase article, "How to use HostID matching."

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Specifying HostID locking for 3rd-party license generators

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For license generators other than LM-X (FlexNet and Reprise), you can select only one HostID type to lock the license to. The valid types depend on the license generator being used. The settings for Min allowed/Max required and Match rate are invalid for 3rd-party license generators, so are grayed out if a 3rd-party license generator is being used.

Features tab

The Features tab lets you select the features that should be included in the license by default. Select the checkbox next to any features that should be included in the template by default.

Settings tab

The Settings tab lets you define the settings for each feature included in the template, which include expiration type; the date or number of days until expiration. In addition to settings that are included as selections in the Template dialog, you can use the Additional Settings edit box to specify text that will be part of the license template for that feature. For example, you could include XML code that will be part of xmllicgen input. One such example is specifying that sharing will be used by adding the tags that LM-X supports <SETTING SHARE="HOST" />.