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1E 9.x (on-premises)

Contracts page

A description of the fields on the Contracts page.

Here you can view, edit, and delete contracts. You can also export all the contracts in the selected repository to a TSV file. You get to this page by clicking the AppClarity→Entitlements→Contracts node in the navigation panel.

The fields on the Contracts page are:

  • Report Refresh

  • Contracts table

    • Name

    • Number

    • Start Date

    • Technical Resource

    • Resource

    • Links

    • ...

  • Column actions

    • Column sort

    • Column filter

  • Column Picker

  • Action Buttons

    • New Contract

    • Edit

    • Delete

    • Export

Contracts

Field

Description

Report Refresh

You can refresh reports from individual AppClarity screens as well as using the Settings App. Where this is available you can do this by using the refresh icon next to the Last Refreshed box:

Report refresh control
Contracts table

The following table describes the columns displayed in the Contracts table:

Column

Description

Name

The vendor portion of the vendor, title, version and edition attributes that are used to identify which software products the entitlement or agreement is for. For example, Microsoft Corporation or 1E.

You can sort and filter on this column.

Number

An alpha-numeric string that identifies the contract. For example: 8877621-B could be used to identify a particular contract, perhaps taken from a paper or emailed copy of the contract.

You can filter on this column.

Start Date

The date when the contracts starts.

Technical Resource

The name of the person who knows the technical details behind licensing, or product information for an agreement (optional) This would likely be used only on agreements, but could be extended to individual entitlements.

Resource

Name of the person who manages the agreement This would likely be used only on agreements, but could be extended to individual entitlements.

Links

Identifies the number of times the contract has been linked to from other entitlements or agreements.

...
Column actions

The following column actions are available on some columns in the table.

Column action

Description

Column sort

Using column sorts

The picture opposite shows an example taken from AppClarity. In our example we want to sort the table on the Cost column from the highest cost at the top to the lowest at the bottom. To sort the table on the Cost column:

  • Click on the sort icon S06_-_The_sort_icon.png just beneath the header row in the Cost column.

S01_-_Some_data_to_sort.png

  • The sort popup is displayed.

S02_-_The_sort_popup.png

  • Now select the sort direction. In our example this will be Sort descending.

S03_-_Selecting_Sort_descending.png

  • After selecting this the data in the table is now sorted on the Cost column from highest to lowest and the sort icon has changed to a sort descending icon S05_-_The_sort_descending_icon.png

S04_-_The_sorted_table.png

Clearing the sort

You can clear the sort by clicking on the sort icon again and selecting the Clear sorting menu item from the sorting popup.

Column filter

Using column filters

The picture opposite shows an example taken from AppClarity. In our example we want to filter the table to show only those items where the Edition contains the text Prof.

F01_-_Some_data_to_filter.png

To filter the table on the Edition column:

  • Click on the filter icon F07_-_The_filter_icon.png just beneath the header row in the Edition column.

F02_-_The_Column_Filter_button.png

  • The filter popup is displayed.

F03_-_The_filter_popup.png

  • Now select the operator. In our example this will be contains.

F04_-_Selecting_an_operator.png

  • Then type the text Prof into the text field.

F05_-_Setting_the_filter_text.png

  • Click Apply and a new filter will be added to the table.

F06a_-_The_new_filter.png

  • The table will be filtered to just those items whose Edition contains the text Prof.

F06_-_The_filtered_table.png

Adding another filter

You can add another filter by clicking on the filter icon F07_-_The_filter_icon.png for any of the columns. The picture opposite shows another filter added selecting table rows where the Type also contains the text License. The table will also be filtered accordingly.

F08_-_Another_filter_added.png

Removing filters

You can remove filters by clicking on the filter close icon F09_-_The_filter_close_icon.png at the end of the filter.

Column Picker

Where the column picker control is shown Column Picker UI control icon you can choose which columns are displayed. In the following example on the Microsoft Core License Demand page we hide the Unknown Installs column and move the License Demand column to the left of the page.

APC_-_Microsoft_Core_License_Demand.png

To pick the displayed columns:

  • Click on the Choose columns icon Column Picker UI control icon o the right of the header row to view the visable columns.

APC_-_Choose_columns.png

  • To exclude Unknown Installs, select the Unknown Installs row and click Exclude columns button.

APC_-_Exclude_columns.png

  • The Unknown Installs column is now hidden.

APC_-_Excluded_columns.png

  • To move the License Demand column to the top of the list, hover your mouse over License Demand and using the direction control drag it to the top of the list.

APC_-_Change_column_order.png

  • The Microsoft Core License Demand page has now been automatically updated with our changes.

APC_-_Microsoft_Core_License_Demand_updated.png
Action Buttons

The following table describes the action buttons displayed on the Contracts page.

Button

Description

New Contract

Creates a new contract. Please refer to New Contract page for more details.

Edit

This button is only enabled when there is a single selection in the Contracts table.

Edits the selected contract and opens the Edit Contract page. Please refer to New Contract page for more details.

Delete

This button is enabled when there is at least one selection in the Contracts table.

Deletes the selected contracts.

Export

Exports all the contracts currently displayed in the Contracts table as a TSV file. This button takes the filters currently applied to the table into account, but not the sorting or the current selection.

New Contract page

A description of the fields on theCreate Contractpage. This also covers the Edit Contract page.

A contract entitlement type in AppClarity represents the evidence or proof that the license exists and is genuine. It is an artifact that can be virtually anything - it may be a scan of the signed contract for an enterprise agreement, for example, or it could be a PDF of the use rights for the software. Essentially the contract is where you will link file details that describe the specifics of an agreement.

230727007.png
The Summary panel

The Summary panel on the right-hand side displays a summary of the settings that have been made in the contract so far.

The panel also contains the following buttons:

Button

Description

Save

Saves the contract so it becomes available for linking to entitlements.

Cancel

Cancels the current edits and closes the page.

Basic Information

The following fields are available on the New Contract page.

Field

Details

Name

Name of the contract. For example: Microsoft O365 Contract.

Number

An alpha-numeric string that identifies the contract. For example: 8877621-B could be used to identify a particular contract, perhaps taken from a paper or emailed copy of the contract.You should ensure that the combination of the Name and Number is unique.

Link

A link to an online contract.

Resource

Name of the person who manages the agreement This would likely be used only on agreements, but could be extended to individual entitlements.

Technical Resource

The name of the person who knows the technical details behind licensing, or product information for an agreement (optional) This would likely be used only on agreements, but could be extended to individual entitlements.

Start Date

The date when the contracts starts.You can select the date using the date picker.

Add File

The file attachment. This field displays the attachment after it has been selected using the Choose File button.

Choose File

Clicking this button displays a file Open dialog where you can browse to find any attachment that you want to add to the contract.

In this section: