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What is the best way to handle Base Licenses?

We have entered perpetual licenses with maintenance into Snow, but now the maintenance has expired. 

The maintenance on those licenses has now been renewed, and includes upgrading the existing license to the most to to date version. But how do I handle changing these licenses?

Do I need to remove the expired maintenance from the previous version making them just perpetual licenses, THEN add them in as BASE licenses to the new maintenance that has been purchased?

How do I enter the new Maintenance? Do I just update the date on the previous version license? 

Do I need to flag them as UPGRADE licenses? 


  • Hi Todd,  from my point of view you have renewed the maintenance of the license which includes upgrade rights and does not renew the license itself. Please correct me if I am wrong.   If I understood that correctly, I would deposit the maintenance in SNOW with upgrade rights. We register upgrade rights if a product has been converted to another product (e.g. Autodesk likes to do this) or if the edition of a product has changed. If you have registered the maintenance with upgrade rights I would check whether:   - the correct usage rights are available in SNOW   - the representation of the licence in SNOW corresponds to reality and can reproduce it I hope the answer will help you.   I wish you a nice weekend. Julian
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  • I agree with Julian, that's how we do it too. I usually don't remove expired maintenance periods from perpetual licenses, I like to keep them as a record. See enclosed screenshot (in Swedish, but you get the idea ).  Upgrade licenses are for converting a licenses into new editions or other applications not in the upgrade/downgrade path.  For subscription licenses I usually don't keep expired licenses since they are "void", I just enter the new periods and other information into the old one and save it as new. Regards, Björn
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  • Community Manager (Flexera Software)

    This really depends on whether you had attached the maintenance at agreement or license level. If the maintenance was attached to the license then you can just add the new maintenance dates in. No real need to read any further.  If, however, this was attached to the agreement and you had the "maintenance according to agreement" box checked in the license, then you will need to address this from an agreement level.  Addressing this from an agreement level can be just as straight forward as amending the dates, but the complications occur if you are not renewing maintenance on all licenses in that agreement. Or perhaps if you are renewing some into a new agreement while the maintenance on the rest expires.  In some situations like this, you will need to add a new agreement/new license, check the "upgrade license" checkbox which will then flag up a base license tab. You will then be able to select the original license purchase and add it as a base license. Alternatively, you could add the new agreement into SLM, locate the old license and select the "upgrade license" option in the context menu. This will then add the renewed license to that agreement whilst simultaneously consuming the original license purchase as a base license.  These more complex methods are usually used for vendors such as Microsoft where you have larger agreements. The real benefit is that you get to see all purchase dates as each renewal is added and track back the chain of base licenses all the way back. 
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What is the best way to handle Base Licenses?