Agreement import
Use the Agreement import option to import information on new agreements.
note
The Agreement type value you enter will affect in which section of the user interface the imported agreement information can be viewed and managed:
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All imported agreements, except for those with the agreement type value ORACLE, can be viewed and managed in the Agreements section of the user interface.
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Agreements with the agreement type value ORACLE can be viewed and managed in the Oracle overview section of the Snow License Manager user interface, and in the Oracle section of the SAM Core on Snow Atlas user interface.
The information in the Location in the user interface column in the table below is applicable to all of the user interface sections mentioned above.
| 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:
| MAINTENANCE | Edit agreement | General tab | Type |
| Activate automatic upgrade | Boolean | Yes | Enable automatic upgrade for licenses attached to this agreement. Allowed values are:
| 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:
| 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 | 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:
| 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 | 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:
| Edit agreement | Custom information tab | [Custom field name] |