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1E 8.1 (on-premises)

Entitlement import files

Definitions of each type of record that may be imported into an AppClarity entitlement repository.

The following tables show each category, sub-category, and the record types that can be imported. The 11 sub-categories are visible as tabs in the home page of an entitlement repository.

Note

The Manual uploadfeature available in AppClarity 6.1 no longer exists in AppClarity 7.x . When importing entitlements you must use the Entitlement.tsv connector.

Entitlement information is managed using various fields, in 11 sub-categories (one of which is not used), which map directly to columns in a import file. TSV and CSV files are both supported, but the documentation here refers to TSV.

Import files must have the following:

  • All columns must have column headings

  • Column headings must not have spaces

  • The Version column must be named Version and not Version/Number as it did in some older export files

Please note the following:

  • When using a simple editor like notepad ensure you leave the tab/comma delimiters between headings

  • Any column heading with an incorrect name is ignored; this allows additional columns to be used as notes or extra information

  • Columns can be in any order; it may help you to standardize on the column order listed below

  • In the tables below, mandatory means the column and value are expected. If a mandatory column or value is omitted you will see caveats reported

  • Ensure date formats are correct. When editing a file using Excel, the date columns should have their number format set asTextinstead ofDate, otherwise you will see integers instead of dates when saved as a TSV/CSV file.Textensures that whatever you type will remain unchanged.

Note

Use the ISO 8601 date format for date fields: yyyy/mm/dd or yyyy-mm-dd

When exporting dates from other SQL servers, the format may be different due to the region settings of the source server, for example mm-dd-yyyy for English (US). To ensure dates are imported correctly, changing the data format to ISO 8601 is recommended, or you should ensure the SQL Server instance hosting the AppClarity database uses the same or equivalent region settings. In most cases SQL Server will intelligently convert dates, but you should review your imports to be sure.

Tip

You should test your system with a few test entitlements before you do any bulk imports.

Base Entitlement (1)

Column

Mandatory

Default if not specified

Datatype

Notes

EntitlementId

No

Auto-generated GUID

String

Identity id of this entitlement. This is auto-generated as a GUID if this entitlement was created in the user-interface.

ParentEntitlementId

No

String

Identity id of the parent entitlement linked to this entitlement. This is auto-generated as a GUID if this entitlement was created in the user-interface, and it is linked to a parent Entitlement.

If ParentEntitlementId is specified, then you must have a matching EntitlementId earlier in the import file, or you already know the EntitlementId has been imported previously.

From AppClarity 8.1 an entitlement can only have one parent or none. When exporting from AppClarity 5.2, if any entitlement has multiple parents then only one will be used, and the ParentEntitlementId of the others will exported into the comments column, and appear in the comments field when imported into AppClarity 8.1.

Warning

Finding the EntitlementId from the database or UI is not supported currently.

EntitlementType

Yes

String

Valid values are:

  • License

  • Maintenance

  • Agreement

Once imported it can not be changed.

Identifier

No

String

Appears in pages as Custom identifier. Enter any alphanumeric text that will help identify the entitlement.

LicenseType

No

Perpetual for License and Maintenance.

NA for Agreement.

String

Valid values are:

  • Perpetual

  • Subscription

Agreement is always 'NA'

StartDate

No

Calulated as EndDate - DurationInMonths for Agreements and Subscription.

If neither is set then today’s date.

If DurationInMonths is not set, then 12 is the default.

Today's date for Perpetual.

Date

When the entitlement starts applying.

EndDate

Yes/no depending on other fields.

Calculated as StartDate + DurationInMonths for Agreements and Subscription.

If DurationInMonths is not set then 12 is the default.

It is set only for Agreements and Subscription.

Date

This is last date of entitlement.

DurationInMonths

No

Calculated as EndDate - StartDate. If either of these are missing then 12 is the default.

It is set only for Agreements and Subscription.

Decimal

For how long the entitlement is applicable after start date.

For example, if start date if Jan 14, 2016 and Durationmonths is 24 months then end date would be Jan 14, 2018

ProductSKU

No

String

Product SKU

IsEntitlementProduct

No

FALSE

Boolean

Is the entitlement entered an SKU based from Catalog

Vendor

Yes if ProductSKU is not present for License and Maintenance.

Yes for Agreement.

String

Vendor. The name of product Vendor.

Title

Yes if ProductSKU is not present for License and Maintenance.

No for Agreement.

String

For license and maintenance pages, this is Product title; the name of the product.

For agreement page, this is Name.

Version

No

String

For license and maintenance pages, this is Version; the version of product. Version can be given in any format depending on chosen Version Type.

For agreement page, this is Number.

VersionType

No

AllVersions

String

  • AllVersions

  • DotFormat

  • Colloquial

  • NA - Agreements are always 'NA'

Edition

Yes if ProductSKU is not present for License and Maintenance.

No for Agreement.

String

Edition. The name of product edition.

IsEditionBased

No

FALSE

Boolean

If edition is available then True otherwise False.

IsRenewal

No

FALSE

Boolean

Entitlement types that needs to be renewed (has an end date).

IsUpgrade

No

FALSE

Boolean

This specifies rights, if upgrade rights are allowed.

IsQuantityUnlimited

No

FALSE

Boolean

If the number of licenses purchased is unlimited then True otherwise False. If True then Quantity is ignored.

Quantity

Yes if IsQuantityUnlimited is FALSE for License and Maintenance.

No for Agreement.

Integer

Number of licenses purchased.

MetricType

No

Device

String

Valid values are:

  • Device

  • Processor

  • Core

  • PVU

  • Other

Agreement is always 'NA'

OtherMetric

No

String

Used only if Metric Type is 'Other'

IsVersionUpgradeRight

No

TRUE

Boolean

Whether the entitlement is applicable on the later versions of chosen product version. Only applicable, and automatically enabled, if Vendor is Microsoft Corporation, and SA is selected.

IsVersionUpgradeRightPersistent

No

TRUE

Boolean

Version upgrade persists after maintenance is expired. If this right is False, then the license rights resets back to original version at the time of purchase of perpetual license when maintenance expires. Only applicable, and automatically enabled, Vendor is Microsoft Corporation, and SA is selected.

IsVersionDowngradeRight

No

FALSE

Boolean

Whether the entitlement is applicable on the previous versions of chosen product version. By default these rights are active

IsVersionDowngradeRightPersistent

No

FALSE

Boolean

Version downgrade persists after maintenance is expired. If this right is False, then the license rights resets back to original version at the time of purchase of perpetual license when maintenance expires.

IsEditionDowngradeRight

No

FALSE

Boolean

Whether the entitlement is applicable on the previous editions of chosen product edition.

IsEditionDowngradeRightPersistent

No

FALSE

Boolean

Edition downgrade persists after maintenance is expired. If this right is False, then the license rights resets back to original edition at the time of purchase of perpetual license when maintenance expires.

IsMultiInstanceRight

No

FALSE

Boolean

Whether the same license is applicable on multiple installations.

IsSoftwareAssurance

No

FALSE

Boolean

SA is applicable only for Microsoft Corporation products. On selecting SA Version upgrade rights are automatically set to True.

SecondaryUseCountRight

No

FALSE

Boolean/Int

This refers to the use right to allow users to use same product on their second device free of cost (example one office desktop and one home laptop) with their single device-based license

Currency

No

USD

3 chars

ISO 4217 currency code. The code must match one of the codes already existing in the database. Please contact 1E if you need to add additional codes to the database.

Code

Symbol

USD

$

EUR

GBP

£

JPY

¥

CAD

C$

AUD

A$

CNY

¥

CHF

Fr.

SGD

S$

HKD

HK$

ZAR

R$

UnitCost

No

0

Decimal

Cost of licence per unit

TotalCost

Yes for Agreement.

For License and Maintenance, the value is automatically calculated if Unit Cost Type is OnceOff, and values are povided in Quantity and Unit Cost.

Decimal

For Agreement, this value must be supplied. It appears as License Cost in the Agreement page.

For License and Maintenance, do not provide a value. It will be automatically calculated if Unit Cost Type is OnceOff, and values are povided in Quantity and Unit Cost.

UnitCostType

No

OnceOff

String

Valid values are:

  • OnceOff

  • Monthly

  • Quarterly

  • Yearly

Comments

No

String

Used for any comments you want to import.

If an AppClarity 5.2 entitlement includes any of the following product details, these will be exported in the comments field:

  • Colloquial SubVersion

  • Registration Key

  • Persistent Id

  • Entitlement Key

  • Channel Type

  • Product Family

  • UNSPSC Code

ParentEntitlementId - In AppClarity 7.0 an entitlement can only have one parent or none. When exporting from AppClarity 5.2, if any entitlement has multiple parents then only one will be used in the ParentEntitlementId column, and the ParentEntitlementId of the others will appear here in the Comments column.

MasterAllocationPercentage

No

Integer

Not supported. This is to handle complex agreement scenarios; currently not supported. There are Agreements where total amount is fixed and can be distributed among various entitlements in that agreement. This defines the percentage of that amount allocated to this entitlement.

FOSSDetail (3)

Column

Mandatory

Default

Datatype

Notes

FossDetail.FossDetailId

No

String

Warning

Do not use for imports.

FossDetail.IsFoss

No

Boolean

This value is true only if the granted rights fulfil the requirements of the definition of free software maintained by the Free Software Foundation (FSF)

FossDetail.CopyLeft

No

String

This value provides information on whether derivative works (which are always allowed for open source software) are themselves required to be open source software. There are three allowed values:

  • strong - that all kinds of derivative works are required to be open source software themselves

  • no - means that for all kinds of derivative works, it is allowed to distribute the derivative work as proprietary software

  • weak - the intermediate value means that there are some restrictions and the details are to be checked in the license

FossDetail.TrademarkRestrictions

No

String

FOSS trademark restrictions

Internal Order (4)

Column

Mandatory

Default

Datatype

Notes

InternalOrder.InternalOrderId

No

String

Warning

Do not use for imports.

InternalOrder.Number

No

String

Free text but recommendation is integer

InternalOrder.LineItemNumber

No

String

Free text but recommendation is integer

InternalOrder.Date

No

Date

Date

Licensor Detail (5)

Column

Mandatory

Default

Datatype

Notes

LicensorDetail.LicensorDetailId

No

NULL

String

Warning

Do not use for imports.

LicensorDetail.Name

No

NULL

String

The name of the licensor, could be the vendor or a VAR

LicensorDetail.Number

No

NULL

String

This is intended as a reference to a licensor source other than an invoice, e.g. to an on-line portal of license purchases. Free text but recommendation is integer

LicensorDetail.Date

No

NULL

Date

Date

Miscellaneous Details (6)

Column

Mandatory

Default

Datatype

Notes

MiscellaneousDetail.MiscellaneousDetailId

No

NULL

String

Warning

Do not use for imports.

MiscellaneousDetail.ManagementGroup

No

NULL

String

The entitlement can be associated with the specified Management Group.

Warning

The management group must already exist.

Note

In the current version of AppClarity, associations with management groups do not affect compliance calculations. Calculations apply to all devices in the repository, irrespective of Management Groups.

MiscellaneousDetail.BusinessUnit

No

NULL

String

May be covered by Management Group, but may not - in the VA, this is the Pillar the software is associated with. (Kapil Makhija)

MiscellaneousDetail.Sponsor

No

NULL

String

Name of the person who manages the budget associated with an agreement (likely used only on agreements, but could be extended to individual entitlements)

Audit Detail (7)

Column

Mandatory

Default

Datatype

Notes

AuditDetail.AuditDetailId

No

NULL

String

Warning

Do not use for imports.

AuditDetail.Auditor

No

NULL

String

Names of organisations entitled to perform the audit including, if appropriate, the licensor organisation and third party organisations according to what was agreed in the contract.

AuditDetail.Frequency

No

NULL

String

Definition of the highest agreed frequency of the audit expressed in months

AuditDetail.Tool

No

NULL

String

Name of the tool(s) which are approved for use in the audit.

AuditDetail.NoticePeriod

No

NULL

Integer

Notice period expressed in months

AuditDetail.Scope

No

NULL

String

Defines what part of the software customer organisation is allowed to be audited.

AuditDetail.Clause

No

NULL

String

Provides additional information on what could trigger the audit.

Contract (8)

Column

Mandatory

Default

Datatype

Notes

Contract.ContractId

No

NULL

String

Identity id of the contract. This is auto-generated as a GUID if the entitlement was created in the user-interface.

Warning

Do not use for imports.

Contract.Data

No

NULL

String

Warning

Do not use for imports.

Contract.Name

No

NULL

String

Name of the contract.

Contract.Number

No

NULL

Integer

Contract number

Contract.StartDate

Yes

NULL

Date

When the contracts starts applying

Contract.Link

No

NULL

String

A link to a referenced contract (not uploaded)

Contract.Resource

No

NULL

String

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

Contract.TechnicalResource

No

NULL

String

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

Contract.FileName

NULL

If there is any attachment - then what? (currently not supported through tsv file)

Direct Supplier (9)

Column

Mandatory

Default

Datatype

Notes

DirectSupplier.DirectSupplierId

No

NULL

String

Warning

Do not use for imports.

DirectSupplier.Number

No

NULL

String

Free text but recommendation is integer

DirectSupplier.LineItemNumber

No

NULL

Integer

LineItemNumber

DirectSupplier.Date

No

NULL

Date

Date

Invoice Detail (10)

Column

Mandatory

Default

Datatype

Notes

InvoiceDetail.InvoiceDetailId

No

NULL

String

Warning

Do not use for imports.

InvoiceDetail.Number

No

NULL

String

Free text but recommendation is integer

InvoiceDetail.LineItemNumber

No

NULL

Integer

Line item number

InvoiceDetail.Date

No

NULL

Date

Date

Purchase Order Detail (11)

Column

Mandatory

Default

Datatype

Notes

PurchaseOrderDetail.PurchaseOrderDetailId

No

NULL

String

Warning

Do not use for imports.

PurchaseOrderDetail.Number

No

NULL

String

Free text but recommendation is integer

PurchaseOrderDetail.LineItemNumber

No

NULL

Integer

LineItemNumber

PurchaseOrderDetail.Date

No

NULL

Date

Date