Software license data can be imported into the Sam360 platform via the ‘License Import’ option in the Sam360 Web Portal. To import license data…

  1. Log in to the Sam360 web portal.
  2. Click the ‘Licenses’ button on the top menu bar.
  3. In the ‘Quick actions’ section click the ‘Import Licenses’ button.
  4. Click the ‘Choose file’ button to browse for the license file to be imported. Select the file and click ‘Open’ Note: Only one file can be imported at a time.
  5. Click the ‘Upload’ button.
  6. Once the license data has been imported, the ‘All Licenses’ report is automatically opened, and imported license data can be reviewed.

The Sam360 License Import file should be in CSV format (Comma delimited) and contain the following columns.

Column Title Description Sample Value
Customer_Name_on_Agreement The customers name Acme Corporation
Reseller_Name The name of the reseller organisation Acme Reseller
Authorization_Agreement_Number The agreement number AAN_12345
License_Enrollment_Customer_Number License Enrollment Customer Number LECN_12345
Agreement_Start_Date Agreement start date. Date format is little endian ‘dd/mm/yyyy’. Note: no time specified 16/11/2012
Agreement_End_Date Agreement end date. Date format is little endian ‘dd/mm/yyyy’. Note: no time specified 16/11/2017
Part_Number The products part number PN_12345
Product_Family Product family name Exchange Server Enterprise
License_Version License version 10
License_Program The license program e.g. Select 4, Select 5, Select 6, Select Plus, etc. Select 5
License_Agreement_Type Agreement type Corporate
Country_on_Agreement The country specified on the agreement Ireland
Country_of_Usage Country where the product is used Ireland
Agreement_Status The agreement status – e.g. Unknown, Active, Expired, Returned, Ended, OutOfScope Active
Vendor The name of the product vendor Microsoft
License_Product_Family License product family Microsoft
Product_Description A description of the product A product description
Transaction_Quantity The quantity of products 100
Product_Type License product type SoftwareAssurance
Product_Edition The products edition Enterprise
Date_Reseller_Submitted_to_Microsoft Not used n/a
Customer_Purchase_Order_Number The customers purchase order number CPON_12345
Included_in_License_Summary Is the product to be included in the Sam360 license summary report e.g. Yes, No Yes
Coverage_Start_Date License start date. Date format is little endian ‘dd/mm/yyyy’. Note: no time specified 16/11/2012
Coverage_End_Date License end date. Date format is little endian ‘dd/mm/yyyy’. Note: no time specified 16/11/2017
Internal_Reference License internal reference number IR_12345
License_Model License model Perpetual
License_Type License type e.g. User License, Server License, User CAL, Server CAL User CAL
Currency Currency. One of USDollar, Euro, GBPound, AusDollar Euro
Comments A comment about the license. Maximum 500 characters This is a comment

 

A sample ‘License Import’ file can be downloaded here.