User Guide My Account All Licensing Tools

All Licensing Tools User Guide

Table of Contents
1 LICENSING TOOLS - OVERVIEW ................................................................................................................... 3 ALL LICENSING TOOLS .......................................................................................................................................... 5 NAVIGATION ......................................................................................................................................................... 6 UNDERSTANDING THE SITE ICONS ......................................................................................................................... 6 2 FEATURES ........................................................................................................................................................ 7 DISPLAY HELP INFORMATION................................................................................................................................. 7 VIEW NOTES ........................................................................................................................................................ 8 EXPORT DATA ...................................................................................................................................................... 9 SEARCH DATA .................................................................................................................................................... 10 3 LAUNCH THE VIEW TOOL............................................................................................................................. 13 VIEW LICENSES .................................................................................................................................................. 14 ARCHIVE LICENSES............................................................................................................................................. 16 UNDO ARCHIVE .................................................................................................................................................. 19 SEE/HIDE DETAILS ............................................................................................................................................. 21 VIEW, ADD, EDIT, DELETE NOTES ....................................................................................................................... 22 VIEW AUDIT TRAIL .............................................................................................................................................. 24 4 LAUNCH THE ALLOCATE TOOL .................................................................................................................. 25 VIEW AND SELECT LICENSES FOR ALLOCATION .................................................................................................... 26 ALLOCATE AND CONFIRM LICENSE FILES ............................................................................................................. 26 DOWNLOAD YOUR LICENSES ............................................................................................................................... 28 FIND YOUR LICENSES .......................................................................................................................................... 32 5 LAUNCH THE REALLOCATE TOOL ............................................................................................................. 33 SELECT LICENSES TO REALLOCATE ..................................................................................................................... 34 REALLOCATE AND CONFIRM LICENSE FILES ......................................................................................................... 35 6 SINGLE ALLOCATION ................................................................................................................................... 37 ALLOCATING A SINGLE LICENSE FILE ................................................................................................................... 37 7 LAUNCH THE RETURN TOOL ....................................................................................................................... 38 RETURN LICENSES ............................................................................................................................................. 39 REVIEW AND CONFIRM RETURN .......................................................................................................................... 40 8 LAUNCH THE REDOWNLOAD TOOL ........................................................................................................... 43 SELECT AND REDOWNLOAD YOUR LICENSES........................................................................................................ 44 SELECT ALL ....................................................................................................................................................... 45 9 LAUNCH THE UPGRADE TOOL .................................................................................................................... 48 UPGRADE YOUR LICENSES ................................................................................................................................. 49 10 LAUNCH THE RENEW TOOL ........................................................................................................................ 50 RENEW YOUR LICENSES ..................................................................................................................................... 51 11 LAUNCH THE HELP TOOL ............................................................................................................................ 52 OBTAIN LICENSE HELP........................................................................................................................................ 53

Licensing Tools - Overview

The Licensing Tools provides access to a variety of tools that allow you to manage your licenses. In the pages that follow, we will review each of these tools to start the process of managing your licenses and license files. To access the Licensing Tools: 1. Log into My Account (www.citrix.com/account )

2. Select All Licesnign Tools from the Licensing section

All Licensing Tools

The main menu for the All Licensning Tools provides all of the tools available for managing your licenses. From this main menu, select one of the desired tools below to start managing your licenses.

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1. 2. 3. 4. 5. 6. 7.

View provides an overall view of licenses (both current and archived), audit trail details, as well as the ability to add, edit and delete notes. Allocate provides steps for allocating available licenses to a single or multiple license servers. Reallocate provides steps to reassign licenses from one license server to another. Single Allocation Return provides steps to return allocated licenses and make them available for future allocation. Redownload provides steps for downloading and redownloading currently allocated license files and recently renewed license files. Upgrade provides steps for identifying products eligible for upgrades. Upon clicking this tool, you will be directed to the Upgrade My Products toolbox.

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Renew provides steps to renew your product Subscription Advantage. Upon clicking this icon, you will be directed to the Manage My Renewals toolbox. Help provides steps to view the User Guide and available help tools..

Navigation
Tabs are provided at the top of each page to show your current location. Tabs allow you to easily move between the tools without having to return to the All Liceninsg Tools menu.

Breadcrumbs are available in Allocate, Reallocate, Return, and Archive to show you where you are in the process of making a selection(s), entering any required information, confirming the selection(s), and downloading the licenses.

Understanding the Site Icons

The legend below identifies icons used within the All Licensing Tools. Icon Icon Name Archive Audit Trail Calendar Export Help Note Icon 1 (Add Note) Note Icon 2 (New Note) Note Icon 3 (Existing Note) Search What do these icons do? Move licenses between the Archived Licenses and Current Licenses tabs. Provides a view of past license activity. Select a date within Advanced Search. Exports list to .pdf or .csv format. Launches the Licensing Tools User Guide. Add a new note. Indicates the note has been added in the past 30 days. Provides the ability to view or edit existing notes. Returns results based on the criteria entered.

Features

In this section you will find information about the common features available in all of the tools in All Licenins Tools.

Display Help Information

The Help feature is located above the Advanced Search button within all tools of the Licesning Tools . This feature allows you to access the Licensing Tools User Guide.

View Notes
The Note feature is located within all tools of the All Licensing Tools. The Note feature provides the ability to capture any information that might be helpful to you about the specific license.

Click the Note icon to view notes.

Note: The Add, Edit and Delete features are only available within the View tool.

Export Data
The Export feature provides the ability to export data in .pdf or .csv file formats. The exported data will maintain all sort and search information and layout.

Click the Export icon.

Select the desired file format.

Search Data
There are two search features available within all tools of the All Licensng Tools: standard Search and an Advanced Search. 1. The standard Search feature allows you to perform searches by keyword.

Enter keyword and click the magnifying glass icon for standard Search.

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2. The Advanced Search feature allows you to perform a more refined search. From the first drop-down, you can select a product associated with one or more of your licenses From the second drop-down, you can select a License Access Code/Serial Number associated with one or more of your licenses From the third drop-down, you can select the Order Number associated with one or more of your licenses Use the first two calendar icons if you want to restrict your search to a date range in which the order occurred Use the second two calendar icons if you want to restrict your search to a date range for expiration

If you have 1000 or more items, the drop-down box will appear as an entry field. The search will match on like and contains'.
Click here for Advanced Search.

Enter the search criteria and click Submit.

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3. Clear Search allows you to reset what you are currently viewing.

Clear Search to clear the current search filter and view all items.

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Launch The View Tool

The View tool provides many features to facilitate license management. From the All Licensing Tools, select the View tool to perform the following: View current and archived licenses Archive and unarchive licenses View, Add, Edit, and Delete Notes View the Audit Trail

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View Licenses
The Current Licenses tab provides a view of all your licensing assets.

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The Archived Licenses tab provides a view of licenses that you previously archived from the Current Licenses tab. When you launch the View tool for the first time, the Archived Licenses tab will be empty.

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Archive Licenses
The Archive feature allows you to move licenses from the Current Licenses tab to the Archived Licenses tab. On the View page, select the Archive Licenses icon

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You will also see breadcrumbs showing a two-step process: Select licenses to be archived, and then Confirm your selections. From the Current Licenses tab, select the licenses to archive Click Continue

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Click Archive at either the top or the bottom of the page to confirm and proceed to archive your selection. Click Back to return to the Current Licenses tab. Upon confirming your selection, the license(s) will be available to view from the Archived Licenses tab

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Undo Archive
On the View page, select the Archive Licenses icon.

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Select the Archived Licenses tab Select the licenses to move to the Current Licenses tab Click Continue

Click Undo Archive to move the license(s) to the Current Licenses tab Upon confirming your selection, the license(s) will be available to view from the Current Licenses tab To make changes, click Back to return to the Archived Licenses tab

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See/Hide Details
See Details expands multi-component products to provide additional product information. Minimize by clicking Hide Details.

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View, Add, Edit, Delete Notes

The Note feature provides the ability to view, add, edit, or delete notes at the line item level. 1. Notes can only be added and edited within the View tool

Click here to Sort by Notes.

Click the Note icon to view notes. Click here to Edit or Delete notes.

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2. Note text can be entered up to 256 characters. Click Save to close the note.

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View Audit Trail

The Audit Trail is available from the View tool of the All Licensing Tools. This feature provides a view of the activities performed on licenses.

Step 1 Click the Audit Trail icon to view the activity of changes.

Step 2 Adjust the page settings to view additional activities in the Audit Trail.

Step 3 Click here to close the Audit Trail.

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Launch The Allocate Tool

From the All Licensing Tools, select the Allocate tool to allocate licenses to your license server.

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View and Select Licenses for Allocation

From the Allocate page, you can view and select licenses for allocation. Breadcrumbs will guide you through a four-step process: 1. 2. 3. 4. Select licenses to allocate Configure allocation Confirm selections Download and print your license file(s)

You will see a list of product licenses and quantities available for allocation. Select the specific products that you want to allocate and click Continue.

Allocate and Confirm License Files

Upon completing the selection of licenses, enter the required information for each line item. For applicable products, select the Host ID Type from the drop-down list. Host ID types include: hostname, IP address, MAC address, and fully-qualified domain name (FQDN). Most products allow only one host ID type. In these cases, the type will not be editable. Enter the Host ID. For example, if the host ID type is IP address, the host ID will be the specific IP address of your license server. Enter the quantity you would like to allocate for each line item in the Quantity / Available column (quantity will default to full quantity available). Click Continue

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The Confirm page displays a list of all line items with your inputs allowing you to confirm everything is correct before proceeding Click Confirm to complete the license allocation or Back to modify information on the previous screen

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Once licenses are allocated, you will be directed to the download page Click OK to proceed with the download or Close to exit the dialog box

Download your Licenses

You are able to view the licenses that have been allocated By Host, By Allocation, or by licenses that have been Recently Renewed in the last 30 days.

The By Host tab will give you a view of all allocated licenses by License Server host

The By Allocation tab will give you a view of all allocations by license access code

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If you have allocations that were renewed in the last 30 days, the Recently Renewed tab will display these allocations

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On the tab that best meets your needs, you can either click Select All or use the checkboxes to the left to select license file(s) and click Download.

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Although there is no need to do so, you can click Open to view the actual contents of the license file. Click Save to complete the download. This license file then needs to be installed on your license server. See Installing a Citrix license file in the Citrix eDocs site for instructions. If you do not want to download your license file, you can click Cancel. In order to download this file in the future, you will need to launch the Redownload Tool. (For more information on redownloading, please refer to the Launch the Redownload Tool.

Click Close.

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Find your licenses

If you dont see the licenses you wish to allocate, click the Dont see your product? link to search for a specific license code or web key.

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Launch The Reallocate Tool

From the All Licensing Tools, select the Reallocate tool to allocate licenses to a different license server.

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Select Licenses to Reallocate

From the Reallocate page, you can select licenses to allocate to a new license server by specifying a new host ID type and host ID value. You are no longer required to return licenses prior to reallocating. Breadcrumbs will guide you through a four-step process: 1. 2. 3. 4. Select licenses to reallocate Configure reallocation Confirm selections Download and print your new license file(s)

Select the licenses you would like to reallocate and click Continue.

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Upon completing the selection, enter the information for the new license server and the quantity of licenses that you are moving. 1. Select the Host ID Type if applicable (for most products this will already be entered) 2. Update the Host ID 3. If this is a partial reallocation, update the quantity in the Quantity / Available column (quantity will default to full quantity available). Click Continue.

Reallocate and Confirm License Files

Click Confirm to complete the reallocation and start downloading. Click Back to make any modifications on the previous screen.

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Click OK to proceed with the download or Close to exit the dialog box.

Note: You must manually remove the old license files from your license server.

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Single Allocation

From the All Licensing Tools, select the Single Allocation tool to quickly allocate a required single licesnse file.

Allocating a Single License File

Click Single Allocation, Enter the License code for which the licnse has to be allocated and click Continue button.

The exact licnese that needs to be allocated for the entered licesnse code is displayed and selected. Follow the procedure as explained under Allocate and Confirm License Files

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Launch The Return Tool

From the All Licensing Tools, select the Return tool to return licenses for future allocation

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Return Licenses
From the Return page, you can view and select the licenses available for return. Breadcrumbs will guide you through a four-step process: 1. 2. 3. 4. Select licenses to return Configure return Confirm selections Download and print your license file(s)

Select from the list of available licenses and click Continue.

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To return a quantity less than the original allocation, update the quantity in the Quantity / Available column (quantity will default to full quantity available). Click Continue

Review and Confirm Return

Click Confirm to return your license(s)

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Upon confirming your selection, the returned files will be added to your license pool and can be allocated by launching the Allocate Tool For partial returns, you will be provided with the option to download the new license file for the quantity of licenses that remain allocated Click OK to proceed with the download or Close to exit the dialog box

Note: Please remember to remove the current license file(s) from your license server. If you did a partial return then you will replace the current file with the one you are downloading.

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Click Open to view the file Click Save to begin downloading your partial return license files to a local folder (For more information on downloading, please refer to All Licesning Tools - Redownload) Click Cancel to cancel the download

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Launch the Redownload Tool

From the All Licensing Tools, select the Redownload tool to redownload previously allocated license files, and to download recently renewed license files.

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Select and Redownload your Licenses

You are able to view all the licenses that are currently allocated and redownload them By Host, By Allocation, or by licenses that have been Recently Renewed in the last 30 days.

The By Host tab will give you a view of all allocated licenses by License Server host The By Allocation tab will give you a view of all allocations by license access code The Recently Renewed tab will give you a view of all your allocations that were renewed in the last 30 days

There are several ways to select license(s) to download.

Click Select All for all items on all pages

Click the Page Checkbox for all items on a single page

Click an Individual Checkbox for a specific item

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Select All
Select All will prompt you to download all of your licenses.

You are able to Deselect All or remove items individually.

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Click Download when ready. You will be prompted to open or save the license file for a single download.

You will be prompted to open or save the license file for a zip file for multiple downloads.

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Launch The Upgrade Tool

The Upgrade tool process provides the ability to identify Citrix products you own that are eligible for a version upgrade, edition upgrade or Trade-up. Your upgrade history can be viewed from here, and version upgrade certificates can be printed.

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Upgrade Your Licenses

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10 Launch The Renew Tool

The Renew tool provides the ability to manage your Subscription Advantage memberships and hardware warranties.

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Renew your Licenses

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11 Launch The Help Tool

The Help tool provides references to assist with your licensing tasks.

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Obtain License Help

When you click Help, a pop-up displays with links to three resources to assist with your licensing tasks. 1. Select User Guide to receive instructions on using the My Account -All Licensing tools 2. Select General Licensing Questions to receive technical help about licensing from the Citrix eDoc site 3. Select Tutorials to watch instructional videos on using the My Account licensing tools on Citrix TV

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