Create a New License

Whenever a new customer decides to purchase a license, they create a purchase order to document the terms of the purchase. The purchase order is the first step to setting up the new customer.

After the customer has created the purchase order, information about the purchase order must be added to the Licenses page. Thereafter, the information in the row on which the purchase order is located is considered to be the customer's license information.

To add the new purchase order to the Licenses page, perform the following steps:

1. In the Main Menu on the left side of the page, click on the Licenses menu option. The Licenses page opens and displays a list of all existing licenses. See the following screen capture.

   

2. In the Licenses page, click on the Add New Purchase Order button. See the following screen capture.

   

   The Add License pop-up window is displayed. See the following screen capture.

   

3. In the Add License pop-up window, provide the following information:

   • Order Number - Required. Enter the purchase order number (the number that identifies a customer's purchase order for an Humanify Portal license).

   • Order Date - Required. When you click in this box, a calendar opens and displays today's date. You can enter the date using one of the following methods:

     • Enter the date on which the purchase order was created in the format yyyy-mm-dd (where yyyy represents the year, mm represents the month, and dd represents the day).

     • In the calendar, you can move to a different month by clicking on the left-facing or right-facing arrows in the top of the calendar. After moving to the month in which the purchase order was created, click on the date on which the purchase order was created.

       Note: If the calendar did not open automatically, you can open the calendar by clicking on the calendar icon located beside the input box.

   • CC Count - Enter the number of Contact Center instances that are used by the customer.

   • VMXL Count - Enter the number of Voice eXtensible Markup Language (VXML) instances that are used by the customer.

   • UC Count - Enter the number of Unified Communications instances that are used by the customer.

   • Cube SP Count - Enter the number of Cisco Unified Border Element (SP Edition) instances that are used by the customer.

   • Cube Count - Enter the number of Cisco Unified Border Element instances that are used by the customer.

   • Blades Count - Enter the number of Blade Servers that are used by the customer.

   • Calabrio Count - Enter the number of Calabrio licenses owned or used by the customer.

   • Nuance ASR - Enter the number of Nuance Automatic Speech Recognition licenses owned or used by the customer.

   • Nuance TTS - Enter the number of Nuance Text-to-Speech licenses owned or used by the customer.

   • Win OS Count - Enter the number of Windows Operating Systems (OS) licenses owned or used by the customer.

   • SQL Count - Enter the number of SQL Server licenses owned or used by the customer.

   • Red Hat Count - Enter the number of Red Hat Linux licenses owned or used by the customer.

   • Veeam Count - Enter the number of Veeam licenses owned or used by the customer.

   • Symantec Count - Enter the number of Symantec Anti-Virus licenses owned or used by the customer.

   • EIM Count - Enter the number of Email Interaction Manager licenses owned or used by the customer.

   • Notes - As appropriate, enter notes that are related to the new purchase order.

4. After entering all required information as well as other appropriate information, click on the Save button to save the information and to display the new license information on a new row in the Licenses page. A pop-up window is displayed in the upper right corner of the Licenses page to confirm that your information has been saved successfully (see the following screen capture).

   

   The confirmation pop-up window closes automatically after a few seconds.

   Note: The new license is added to the Licenses page in a location that is dictated by the current default sort order. By default, the Order Number column controls the sort order and is sorted in ascending order.

 

 

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