Creating templates for a product

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.

You can look at templates as a way of selling your applications. As an example, say that you have different ways of selling your product to small businesses versus corporate customers, such as different expiration terms, different features included, etc. You can make templates for each of these scenarios, eliminating the need to specify the details for each license you create.

Continuing with our example of corporate versus small business licensing, you might create a "Corporate" template that specifies the HostID type is Ethernet, the license type is Network (floating), and includes features F1 and F2, and each feature expires one year from activation. You can then create a "Small Business" template that designates the HostID type is Hostname, the license is Local (node-locked), and includes only feature F1, which expires 6 months from activation.

After creating these templates, whenever you create a license for a corporate or small business customer, you simply select the appropriate template to apply all the default conditions to the license automatically.

You can override any of the settings in a template when you create a license order. You can also enable/disable features by default in each template that the feature is included in, and as for other settings, override that default as needed.

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 under the Action column of the Templates table.

This opens the Add New Template or Edit Template dialog, which let you define the template settings using the tabbed sections described below.

General tab

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

HostIDs tab

The HostIDs tab lets you specify the 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 which types are supported by the license generator being used.To use HostID locking, toggle HostID locking on and specify the HostID settings as described below.

Toggling HostID locking on/off

• 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.

Specifying HostID locking for LM-X

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.

The desired HostID match rate percentage, which specifies the percentage of HostIDs that must match for successful HostID verification. This lets you lock your software to multiple HostID values, but allow users to run the software if only a percentage of the HostID values are valid. For example, if you select both Username and Hostname as HostID types, and specify a match rate of 50%, the license will be valid if either the Username or Hostname matches the set values.

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."

Specifying HostID locking for 3rd-party license generators

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" />.