About selecting the eligibility criteria The Selection tab of the Automated Upgrade Job Maintenance page allows you to set criteria, in addition to the upgrade-from products on the Mapping tab, for eligibility to receive the upgrade. Selecting the type of selection criteria From the Selection based on dropdown, select the criteria to use to determine […]
Scheduling the upgrade job
About scheduling upgrade runs The Schedule tab allows you to configure a schedule for executing the upgrade job. The schedule is used when you run the job in execution mode. Scheduling the job to run once To schedule the job to run once at a specific date and time: From the Schedule dropdown, select Run […]
Setting the job output for free or paid upgrades
About the job output settings The job output indicates the actions that occur when a free or paid upgrade job is executed. For free upgrades, you can either: Generate Poetic upgrade orders Generate an file containing order and shipping information Replace or mark entitlements Mark entitlements and machines or registration certificates as upgradeable Automatically upgrade […]
Configuring notifications for upgrade jobs
About the upgrade notification When an upgrade job is run in execution mode, you can have an upgrade notification sent to end customers and a different notification sent to the dealer upgrade contact. The Notification tab is used to configure the upgrade notifications. The notifications use the UPGRADE_TEMPLATE notification template. You can create different versions […]
Configuring upgrade mappings for free or paid upgrades
About the Mapping tab The Mapping tab lists the upgrade-from and to products for the automated upgrade job. The Mapping tab does not display for notification only jobs. The upgrade-from products are the products that determine eligibility for the job. The upgrade-to products are the products that eligible customers receive. The upgrade-from and upgrade-to products […]
Types of events
Companies and users +COMP Company – Create company COMPU Company – Add or edit company using SetExternalProfile COMRG Company – Merge companies CONTU User – Add or update user using SetExternalProfile GEGRP Group – Process GetPoeticGroup request INVTE User – Send Invite to Site LKSND User – Send notification to linked user SEGRP Group – […]