Allocation Data Source

Initialize from Purchase Records: Allocates licenses based on demographic data found in your purchase records. This option is available only when creating demographic allocations.

For example, assume that you are initializing license allocations for ProductA based on the Department demographic. PurchaseRecord1 includes 10 ProductA licenses assigned to DepartmentQ. PurchaseRecord2 includes 20 ProductA licenses assigned to DepartmentZ. The wizard allocates 10 licenses to DepartmentQ and 20 licenses to DepartmentZ. Each department is added to the Demographic Allocations panel on ProductA’s License Allocations page.

Initializing allocations from purchase records is useful when you want to reflect all purchased licenses in the license allocations. This, of course, requires that your purchase records include the correct demographic information. In the above example, if PurchaseRecord2 does not include department information, the 20 ProductA licenses are not allocated.
Initialize from Inventory: Allocates a license for each installation of the product found in an Inventory scan. This option is available when creating either device allocations or demographic allocations.

For example, assume that you are initializing device allocations for ProductA. Device1, Device2, and Device3 have ProductA installed. The wizard allocates one license to each of these devices and adds the devices to the Device Allocations panel on ProductA’s License Allocations page.

Or, assume that you are initializing license allocations for ProductA based on the Site demographic. Device1, Device2, and Device3 have ProductA installed. Device1 and Device2 are assigned to Site1 and Device3 is assigned to Site2. The wizard allocates two licenses to Site1 (for Device1 and Device2) and one license to Site 2 (for Device3). Each site is added to the Demographic Allocations panel on ProductA’s License Allocation page.

Initializing allocations from Inventory data is useful when you want to allocate a license to each installation of the product regardless of the number of purchased licenses. The allocations might equal the actual number of purchased licenses, or they might be more than or less than the purchased licenses.
Update License Allocations Based on Demographic Data in Future Purchase Record Imports: When importing future purchase records, updates the allocated license quantity if the purchase record contains the appropriate demographic data.

For example, assume that you import another purchase record that includes ProductA licenses that are assigned to DepartmentQ. The additional licenses are automatically reflected in the DepartmentQ demographic allocation.