Using the License Partner Portal

License Management is available with SmartServer 3.3 and higher.

The License Partner Portal is used by partners (EnOcean's customers) to manage customer/project accounts and purchased licenses, and to transfer licenses to customers. For online license activation where the SmartServer has an Internet connection, licenses are activated using the SmartServer CMS Manage Licenses dialog box as described in Activating Licenses Online Using the SmartServer CMSFor offline license activation where the SmartServer does not have an Internet connection, licenses are activated using the License Customer Portal dialog box as described in Activating Capacity Licenses Offline Using the License Customer Portal.

The License Partner Portal stores information about licenses that are purchased by a partner (shown in the My Inventory tab) as well as licenses that have been transferred to a customer (shown in the Customer Inventory tab). EnOcean's Customer Success team provides partners with the License Partner Portal login credentials after they have purchased a license. Within the License Partner Portal, projects that are owned by a partner are referenced as customer/project, and can be uniquely identified by customer name (e.g., P2022-0208 or P-Building 1).

When a customer project account is added to the License Partner Portal, a Customer ID is generated. A Customer ID is a unique identifier (e.g., 2133c667-af41-4518-94df-a2bb3b775330) for a customer project account. It is used by the partner or customer to access the account licenses from the cloud using the SmartServer CMS Manage Licenses dialog as described in Activating Licenses Online Using the SmartServer CMS.

When a purchased license is added to the License Partner Portal, a License ID is generated. A License ID is a unique identifier (e.g., b1e52546-f2db-4053-b2dd-2ab2fa7732d2) for a SmartServer device capacity or maintenance license. The License ID is referred to as the EID (i.e., Entitlement ID) when logging into the License Customer Portal as described in Activating Capacity Licenses Offline Using the License Customer Portal. When a license is transferred to a customer, a new, different License ID is created. At this point, the original License ID cannot be transferred or activated, but remains in the system for tracking purposes. Customers can use the License ID, or an email address if one has been added by a partner, in order to log into the License Customer Portal. 

This section describes how you can use the License Partner Portal to transfer licenses, activate licenses, and search for licenses either by customer name or purchase order and consists of the following:

Using the License Partner Portal

The License Partner Portal provides additional capabilities that are outside the scope of the operations described in this section. Other options and features will be included as needed for future use.

Assigning Licenses to the License Partner Portal

The following steps describe the process for inventorying a license in the License Partner Portal:

  1. EnOcean receives a purchase order (PO) for any quantity and combination of the following products: SmartServer, device capacity license, maintenance license. The PO may optionally include the customer project account. 
  2. The EnOcean order administrator looks up or creates a partner account.
  3. The EnOcean order administrator then adds or transfers new licenses to the partner account (and may optionally transfer the licenses to the customer project account).
  4. Using the License Partner Portal, the partner looks up or creates a customer project account.
  5. The partner then transfers licenses to the customer project account using a unique Customer ID. 

The figure below shows an example scenario for a partner (i.e., ACE Controls), with two customer project accounts (i.e., P2022-0208 and P2022-0311), and the licenses that are available for each customer/project number (i.e., a 200-device capacity license and 3-year maintenance license for P2022-0208, and a 10-device capacity license for P2022-0311).

Transferring Licenses

Transferring a License to an Existing Customer

You can use the License Partner Portal to transfer a license that has been purchased to an existing customer. To do so, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab displaying all of your purchased licenses.

    Using the Search tab

    If you have a lot of licenses in your inventory, you can use the Search tab to find licenses. 



  4. Select the license that you want to transfer by clicking its Model Number (92201R-P-50 in this example).



    The Order Details view appears with the Transfer tab selected by default.


  5. Select the name of the customer for the license transfer from a drop-down list in the Customer Name field. This drop-down list contains the customer names that already exist in the database.

    Transfer To

    The Transfer To tab should be set to Customer (the default).

    Finding the Customer ID

    When a customer is populated from the database, then the Customer ID (i.e., d46954b4-4292-4b08-ad79-0152fffa1984 in this example) is also displayed in the Customer Name field.

  6. Click Transfer.

    A transfer confirmation dialog box appears.



  7. Click Transfer to confirm the operation.

    A green banner appears at the top of the Order Details view indicating that the transfer was completed.



    Once the license has been transferred to a customer, it will appear on the Customer Inventory tab. 

    Maintenance activation

    For maintenance licenses, the maintenance (1-year or 3-year) will start after a license is transferred to a customer. You must activate the newly transferred maintenance license at the SmartServer CMS.

    License ID

    When a license is transferred to a customer, a new, different License ID is created. At this point, the original License ID cannot be transferred or activated, but remains in the system for tracking purposes.

Transferring a License to a New Customer

You can use the License Partner Portal to transfer a license that has been purchased to a new customer that does not yet exist in the database. This process will allow you to add a new customer and associate it with a partner. To do so, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab displaying all of your purchased licenses.

    Using the Search tab

    If you have a lot of licenses in your inventory, you can use the Search tab to find licenses. 



  4. Select the license that you want to transfer by clicking its Model Number (92201R-P-200 in this example).



    The Order Details view appears with the Transfer tab selected by default.


  5. Enter the name of the customer for the license transfer in the Customer Name field. (New customers do not yet exist in the database and therefore will not be available from the Customer Name drop-down list.)

    Transfer To

    The Transfer To tab should be set to Customer (the default).



  6. Click Transfer.

    A dialog box appears indicating that the customer account was not found.



  7. Click Next. (You can also optionally enter any additional account details, and then click Next.)

    Adding an email address

    If a contact email is entered, then a customer with that contact email address will be able to login to the License Customer Portal using the email address and view the licenses it owns. This email address needs to be unique in the customer database.

    A transfer confirmation dialog box appears.



  8. Click Transfer.

    A green banner appears at the top of the Order Details view indicating that the transfer was completed.



    Once the license has been transferred to a customer, it will appear on the Customer Inventory tab.

    License ID

    When a license is transferred to a customer, a new, different License ID is created. At this point, the original License ID cannot be transferred or activated, but remains in the system for tracking purposes.

Transferring a License from Customer to Customer

You can use the License Partner Portal to transfer a license from one customer to another customer. To do so, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab displaying all of your purchased licenses.

    Using the Search tab

    If you have a lot of licenses in your inventory, you can use the Search tab to find licenses. 



  4. Click the Customer Inventory tab.



    The Customer Inventory tab appears displaying the licenses that have been transferred to a customer.



  5. Select the license that you want to transfer to another customer by clicking its Model Number (92201R-P-50 in this example).



    The Order Details view appears with the Transfer tab selected by default.



  6. Enter the name of the customer for the license transfer in the Customer Name field.

    1. If you are transferring the license to an existing customer (does exist in the database), follow the steps for Transferring a License to an Existing Customer

    2. If you are transferring the license to a new customer (does not exist in the database), follow the steps for Transferring a License to a New Customer.

Once the license has been transferred, it will appear on the Customer Inventory tab with the new customer assignment. In the example below, a license for customer P2022-0208 was transferred to customer P2022-1000.

Activating a License Offline

You can use the License Customer Portal to activate a license offline where a SmartServer does not have an Internet connection. You will need a License ID or email address in order to log into the License Customer Portal. See Activating Capacity Licenses Offline Using the License Customer Portal for more information.

Using the Search Tab

Finding a License

You can use the Search tab to find licenses either by entering a customer name or purchase order number. This feature is especially useful if you have a lot of inventory in your system.

To find a license using the Search tab, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab showing all your purchased licenses.



  4. Click the Search tab.

    The Search tab appears.



  5. Enter the name of a customer in the Customer Name field using the drop-down list, or enter a purchase order number in the PO Number field.


    Customer Name example



    PO Number example

  6. Click Search.

    A list of licenses that are associated with the customer name or purchase order number are displayed.


    Customer Name example


    PO Number example

    By default, the option to Show All Assets is enabled on the Orders tab (as shown for the Customer Name example below).



  7. You can select the Show Only Assets with Available Activations option to filter results to only show licenses that can be activated.



  8. Click Search.

    You can use the Show All Assets or Show Only Assets with Available Activations options when searching by purchase order number as well, or without any specific search criteria.

Locating the Customer ID

You can locate the Customer ID using the License Partner Portal and searching for licenses that have been transferred to a customer. The Customer ID can be used to access the account licenses from the cloud using the SmartServer CMS Manage Licenses dialog as described in Activating Licenses Online Using the SmartServer CMS.

To locate the Customer ID, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab showing all your purchased licenses.



  4. Click the Search tab.

    The Search tab appears.



  5. Use the Customer Name field drop-down list to select the customer for which you want to find the Customer ID.



    The Customer Name field is populated with your selection.

    Customer ID

    The Customer ID appears along with the name of the customer (i.e., 5e3bc3e7-8cb5-4210-acd2-783a3c88d1cc in this example) in the Customer Name field.

    Finding the Customer ID from the My Inventory tab

    For customers that exist in the database, you can also find the Customer ID by entering the name of the customer in the Customer Name field on the My Inventory tab.

    You can use the Customer ID to access the account licenses from the cloud using the SmartServer CMS Manage Licenses dialog. See Activating Licenses Online Using the SmartServer CMS for more information.

Identifying the License ID

You can use the Search tab to identify the License ID for a particular license. The License ID can be used to retrieve an offline activation file using the License Customer Portal and to activate a license offline (as described in the Activating Capacity Licenses Offline Using the License Customer Portal section). The License ID is referred to as the EID (i.e., Entitlement ID) when logging into the License Customer Portal.

To identify a License ID, perform the following steps:

  1. Enter the URL for the License Partner Portal below in your browser.

    https://edgeactp.enocean.com

    The login view for the License Partner Portal appears.



  2. Enter your email address and password in appropriate fields.



  3. Click LOGIN.

    The License Partner Portal appears with the My Inventory tab showing all your purchased licenses.



  4. Click the Search tab.

    The Search tab appears displaying the License ID information.



    The Transferred, Activated, and Available columns indicate whether a license has been transferred to a customer, activated, or is available for transfer or activation. If a license is not available (i.e., the Available column shows 0), then the License ID is an original License ID that is retained in the system for tracking purposes. A new License ID was generated at the time the license was transferred to a customer.