The Detailed License Report provides a snapshot of your license inventory: including products, hardware, addresses, and maintenance statuses. This report lists each entry in PTC's system of record and contains an abundance of information relating to your products and installation information.
In addition to showcasing your inventory, this report can assist you when communicating with our internal support and sales teams to configure or re-allocate your assets.
When requested, we will email this report to you as an attached Zip archive. This archive consists of 3 files:
- A CSV (Comma Separate Value) file, that that contains your license data
- A formatted Excel Spreadsheet for easy viewing of the data
- A read me file outlining how to use this file
Detailed_License_Report-Data.csv - This is a comma separate value (CSV) file that contains your license data. This file is designed to be consumed by the Excel file. Additionally, you may use this file independently as you wish. Please refer to the ‘Glossary’ for clarity on what the fields mean and how they can be used.
Detailed_License-Report.xlsx - This is a formatted Excel file (designed for Version 2007 and above), that has been designed to give you an intuitive, summary view of your licenses. When you open this file, it will import your license data from the Detailed_License_Report-Data.csv file provided the csv file is saved in the same directory (when you extract the Zip archive contents, this is the default location and behavior).
In the Excel file – you will find several tabs. They are outlined below:
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Tabs |
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Data |
Line level detailed information of Products Licensed. It has details for the Parts, Quantity, and Dates. |
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Summary-Ordered |
Pivot table report showing a summarized view of Products by order. This view is useful for order reconciliation. |
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Summary-Details |
Pivot table report showing a summarized view of Serviceable Parts and their Quantity. This view is useful for Maintenance support and provides details of products covered. |
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Summary-LicenseFeatures |
Pivot table report showing a summarized view of Features available to the customer. This view is available for license managers. |
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Read Me |
This tab, provides instructions. |
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Glossary |
Provide description of different fields in report data. |
How to Use the Report:
Please follow these steps to correctly use the report to get the most out of the features delivered.
- Open the Email and look for the attached zip archive.
- Save the attached zip archive to a local directory and extract the zip archive.
- You will now see the Data CSV file and Excel template.The CSV file can be opened in Excel or any text editor or used by any custom application.
- When you open the Excel (xlsx) file, it will prompt you to enable some features. Again, the Excel template is designed to read the CSV file with the name Detailed_License_Report-Data.csv: provided it resides in the same directory. Again, the default behavior of the extraction will keep them together.
- If prompted by Excel, click on the “Enable Editing” to open the file so it can be Edited.
This is a standard response from Excel when opening a new excel file.
- To read the CSV file, Excel uses an “External Data Connection”.This is NOT a macro, but a local connection mechanism. If prompted by Excel, click on the “Enable Content” button and this will load the data from the CSV file into the Data tab.
- Once Excel has read the CSV file, the data can be seen in the Data Tab.
At this moment, we need to refresh the Summary tabs with the pivot tables.
- To refresh the Summary tabs, click on the menu selection: Data à Refresh All. This will refresh all of the pivot table tabs at once.
- At this point, you can use different filters to view your pivot table summaries.
Glossary:
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Field Name |
Description |
Comment |
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CUSTOMER # |
Customer Number is the PTC designated number specific to each customer. You can find this on your Invoice, Sales Order or Service Contract Number. |
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CUSTOMER NAME |
Customer Name is the legal customer name, same as what was use during registration. |
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SALES ORDER # |
Sales Order Number is the PTC generated number used to register the sale of products to you. It also captures the associated PO number. |
Useful for new installation |
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HOST ID |
The Host ID is a unique identifier for the Computer Hardware – typically an ethernet address, CPU ID, HOST ID or DISK ID. |
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HOST NAME |
The Host Name is a descriptive hame assigned to the HOST ID assigned by PTC. |
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ORDERED ITEM |
Item Name is the code or term for the product purchased from PTC. |
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ORDERED ITEM DESC |
Item Description is the descriptive text for the product purchased from PTC |
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SVC ITEM |
Service Item is the code or term for the Service part associated with the item ordered from PTC. |
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ITEM DESCRIPTION |
Service Item Description is the descriptive text for the Service part associated with the item ordered from PTC. |
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REV |
Revision specifies the product Release. |
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QTY |
Service Item Quantity, this specifies the number of licenses per server line. |
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REFERENCE # |
Reference Number is the PTC generated number to track each installed license product. |
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L/F |
L/F specifies the license type: Locked or Floating. |
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STATUS |
Status code denotes the installation and maintenance status of the license |
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PRODUCT TYPE |
Product Type Classification |
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SERVICE CONTRACT # |
Service Contract Number is the PTC generated number that represents the associated support contract. |
Maintenance renewal information |
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CONTRACT STATUS |
Service Contract Status is the status of the Service Contract like ACTIVE, EXPIRED |
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CONTRACT END DATE |
Service Contract End Date is the date on which the Support for the products ends. |
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SITE |
Customer Site is a PTC generated number, used to identify a company's location. A single company can have multiple sites. |
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ADDR1 |
Customer Address Line 1 |
Useful when updating Contact Addresses |
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ADDR2 |
Customer Address Line 2 |
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ADDR3 |
Customer Address Line 3 |
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ADDR4 |
Customer Address Line 4 |
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CITY |
Customer Address State |
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STATE |
Customer Address State |
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COUNTRY |
Customer Address Country |
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POST CODE |
Customer Address Post/Zip Code |
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CONTACT |
Customer Contact Name |
Useful when updating contact details |
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PHONE |
Customer Contact Phone Number |
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CONTACT EMAIL |
Customer Contact E-mail |
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PRODUCT FAMILY |
Product Family is a PTC generated grouping of different Items for Product management. |
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ASSET TAG |
Asset Tag |
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FEATURE NAME |
Feature Name identifies the product capability/feature enabled for the product. |
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FEATURE VERSION |
Feature Version is the version of product capability/feature enabled for product. |
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SUBSCRIPTION NUMBER |
Subscription Number is a PTC designated number, similar to the Sales Order number, that represents the associated subscription. |
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Primary Orderable Quantity |
Primary Orderable Quantity identifies the quantity ordered |
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Primary Orderable Component Flag |
Primary Orderable Component Flag identifies the Primary Orderable Component |