Checkout Restrictions - SES


  Introductory Knowledge Landing Page

Entitlement Management Landing Page

 

Checkout Restrictions allows an administrator or co-administrator to set limits on the ability for users to check out Bentley products for each country.

 

 

To navigate to Checkout Restrictions from Entitlement Management, select Checkout Restrictions from the left navigation menu.

The status of your Checkout Restrictions is displayed at the top of this page


Disable and Enable Checkouts

By default, checkouts will be enabled. To disable all checkouts, simply toggle the Checkouts Enabled toggle.

When Checkouts have been disabled, the toggle will change to read Checkouts Disabled. The options for Maximum Duration of Checkout and to enable Restrictions will be unavailable. To enable checkouts, click the Checkouts Disabled toggle. 

This does not disable checkouts that already exist. This only disables new checkouts from being created.


Set Maximum Checkout Duration

With Checkouts Enabled, you may adjust the length of time that a user may check out a license. This applies to all products.

The maximum value you may enter here is 365 days. If an invalid value is entered, the box will highlight in red and will automatically reset to the previous valid value.


Enable Restrictions

With Checkouts Enabled, you may enable restrictions on individual products. Simply click the Restrictions Disabled toggle to grant the ability to create restrictions on individual products.

When restrictions are enabled, the Current Setting text will be in red to highlight that restrictions have not been added.


Restrict a Product

With Restrictions Enabled, use the Select Product search bar to find an product. You may use the Select all checkbox to select all products at once. To select specific products, begin typing any part of the product name and predictive text will show options that fit your criteria as you type.

When you have clicked on an product, the search bar will keep track of your selections. You may click the X to un-select it, begin typing again to select more products, or click the Add button.

After you have finished making your selections and clicked Add, your selected products will now be available for restrictions. In this case, only two products have been selected.

Column Description
Product Product name.
Restriction Set the number of simultaneous checkouts allowed. This number cannot exceed the Current Checkouts or Quantity Owned. If it needs to be set larger than Current Checkouts, ask users to check their license back in and click the Refresh icon in the top right of the page.
Current Checkouts Number of checkouts currently active for the product. This value is checked when the page is loaded. Click on the Refresh icon in the top-right of the page to check for the latest value.
Quantity Owned Number of licenses owned for the product.
Actions Actions available for the product. Currently, only Delete is present.

As with the settings at the top of the page, all changes you make to product restrictions will be automatically saved as you work.


Remove Restrictions on a Product

To remove checkout restrictions on an product, click the trash can icon at the end of the row. To remove checkout restrictions for multiple products at once, use the checkboxes and the trash can icon near the search box.

 

 Import Restrictions from SELECTserver

Note: As of December 15th, 2021, this functionality has been disabled.

To import checkout restrictions previously configured for a site from SELECTserver, click the Import from SELECTserver icon ( ) in the Restricted Products section. You will be presented with the following form where you can choose one of the Activation keys that have been mapped to the currently selected country. Once a key is chosen, the tool will display the list of products marked as "Enabled" for checkouts and quantities in SELECTserver and that will be added to the list of Restricted Products.

Note: If the product is already in the list of Restricted Products, it will not be listed again in the SELECTserver Checkout Restrictions form. 

Clicking Import will then add those products to the list of Restricted Products in Entitlement Management.  You can repeat this for any number of sites you need to build up the list of products that are allowed to be checked out for the chosen country.

 

 


Frequently Asked Questions

Is there a way to make Checkout Restrictions for one country and copy it to other countries?

Not at this time. You must make Checkout Restrictions manually for each country.

Can I set a Restriction lower than the Current Checkouts?

No, a restriction cannot be set lower than the number of current checkouts. To enter a desired lower number, contact your users and ask them to check in their licenses. After that is complete, you may use the refresh button in the top right of the page to fetch the new number of current checkouts.

How do I migrate my current Checkout Restrictions from SELECTServer?

Unfortunately, that is not possible and checkout restrictions will have to be completed again in Entitlement Management.

What happens if a user tries to check out a license but checkouts are disabled or the restriction has been reached?

The user will receive a message in the Bentley Licensing Tool which reads "Not enough licenses for [Product ID]"

 

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