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Agreement import

Use the Agreement import option to import information on new agreements.

Destination field name in the import view

Data type

Required

Description

Example

Location in the user interface

Field name in the user interface

Manufacturer

Text

Yes

Manufacturer or contractor that this agreement is signed with.

HP

Edit agreement | Contact info tab

Contractor Name

Agreement name

Text

Yes

Name of the agreement.

HP Maintenance Agreement

Edit agreement | General tab

Agreement name

Agreement number

Text

Yes

External agreement number.

HP19289182

Edit agreement | General tab

Agreement number

Master agreement number

Text

No

If this agreement is a sub agreement, this references the master agreement (must already exist). Otherwise, this field can be left empty.

HPJK9988971

Agreement type

Text

Yes

Type of license. Allowed values are:

  • SOFTWARE

  • MAINTENANCE

  • SUPPORT

  • PURCHASE

  • ORACLE

  • OTHER

MAINTENANCE

Edit agreement | General tab

Type

Activate automatic upgrade

Boolean

Yes

Enable automatic upgrade for licenses attached to this agreement. Allowed values are:

  • YES or 1

  • NO or 0

YES

Edit agreement | General tab

Upgrade rights

Subscription agreement

Boolean

Yes

If set to YES, attached licenses will be invalid when the agreement expires. Allowed values are:

  • YES or 1

  • NO or 0

NO

Edit agreement | General tab

Subscription agreement

Valid from

Date

Yes

The date from which this agreement is valid.

2010‐10‐28

Edit agreement | Agreement periods tab

Valid from

Valid to

Date

Yes

The date from which this agreement is valid to.

2013‐08‐31

Edit agreement | Agreement periods tab

Valid to

Alert on expiration

Boolean

Yes

Alert on agreement expiration. Allowed values are:

  • YES or 1

  • NO or 0

YES

Edit agreement | Alerts tab

Activate alerts on and before agreement expiration

Legal organisation

Text

Yes

Legal organization that signed this agreement. Delimiter between organization IDs is dependent on setting.

For Snow License Manager, use the Organization Name in Snow Management and Configuration Center and not the Friendly name.

For SAM Core on Snow Atlas: If the import is unable to map to the organization, find the identities for each organization node and add the identities to the import file. To find the Organization ID, also called GUID, do the following:

  • In the report Organizational overview, add the column Organization ID. For more information, see Add columns to lists.

ROOT,IT,SUPPORT

5d0ed580-e3e9-4377-a944-9845e8fd6e54

Edit agreement | Security tab

Organization access

Restrict organisation

Boolean

Yes

Restrict access according to organization setting Allowed values are:

  • YES or 1

  • NO or 0

YES

Edit agreement | Security tab

Restrict access according to organization setting

[Custom fields]

No

Import data to existing agreement custom fields. Supported custom field data types are:

  • Text

  • Date

  • Yes|No

  • Digit

  • Currency

  • Decimal

Edit agreement | Custom information tab

[Custom field name]

In this section: