Adding Products and Product Options

To add a Product or Product option, the SOLO Server user will need to have the Add Product permission enabled. To begin, click the Configure / Products menu item then use the Actions dropdown and choose Add Product Wizard.

View this video for an overview of using the Add Product Wizard:

Create or select a Product...

This screen in the "Add Product Wizard" allows you to create a new Product, or add an Option to an existing Product.

When adding a new Product, you also have the option to copy all settings from an existing Product; however this does not copy the existing Product's Options, Upsells, or Updates.

Note that all steps after this one in the the "Add Product Wizard", a new panel will show at the top titled "Summary of current selections..." until you reach the end of the wizard (at which point this is all that is displayed). This panel provides a helpful summary of the selections you made as you progressed through the wizard, and is also very helpful in summarizing combinations of certain settings.

Configure your new Option...

This panel allows you to create a new Option from a blank template, or create a new Option that has all settings copied from an Existing option. When you choose to copy all settings from an existing Option, this will not copy Extended Pricing, Priority Codes, Shipping, Upsells, and Rules. If you need to make a copy of an existing Option that also copies these additional settings, use the Duplicate Product Option page instead.

The selection you make in "Type of Product" field should describe the nature of the item that is being sold. Always select "Licensed Software/Application" if you are selling a license that may be activated with SOLO Server via a supported licensing client (configured on the next screen). You may still configure download and shipping settings after selecting "Licensed Software/Application."

Configure your licensing settings...

Selecting your licensing client

You may be asked to select the licensing client you use. Supported licensing clients include the following:

• Instant Protection PLUS 3 provides a wizard-based interface, and requires little to no source code changes to add the most commonly used licensing and activation features to your application.
• AutoCrypt SL can protect your software quickly and effortlessly, without writing a single line of code and without needing access to source code.
• Protection PLUS 5 SDK includes various application programming interfaces (APIs) and supporting applications to streamline integration of licensing into your application while providing the highest level of flexibility.
• Protection PLUS 4 SDK allows you to protect your software in a short amount of time by changing little to no source code or by using an SDK loaded with useful options to program precisely as you need

The remaining licensing settings presented on this section will vary based on your licensing client selection (noted above).

• The "Type of license" you select controls how a license issued for this Option will activate using Instant Protection PLUS 3 Trigger Codes.
• The "Type of license" you select controls how an activated license will behave when protected with AutoCrypt SL . For those familiar with our other licensing clients, this uses the Trigger Code Number field on the Option to define the type of license issued.
• Protection PLUS 5 SDK licensing is based entirely on the needs of your software and how you define your licensing requirements. Consequently, you must select the Option Type and Trigger Code Number appropriate for the behavior defined in your application's source code.
• Protection PLUS 4 SDK
  • When using EZTrigger , the "Type of license" you select controls how a license issued for this Option will activate.
  • When using custom trigger codes, you must select the Option Type and Trigger Code Number appropriate for the behavior defined in your application's source code.

Configure download settings...

This screen allows you to configure a file that may be downloaded via SOLO Server's ESD features, or a download page hosted on your company/product web site, which can be provided to the user from SOLO Server's Customer License Portal and invoices.

Configure e-commerce settings...

In this screen, you may configure basic settings for SOLO Server's e-commerce, such as the price and unit of measure.

Configure miscellaneous settings...

This screen allows you to configure miscellaneous settings, such as whether the new Product and Option are hidden and enabled.

Review and save

This screen provides a final summary of your settings and selections, and allows you to save your new Product and Option.

To Edit a Product or Product Option:

To edit a product or product option go to the menu Configure / Products. This will display a list of all products and product options. To edit the product or product option, simply click on the name of the product or product option and the corresponding product or product option page will appear. At the top of the page, use the Actions dropdown to choose Edit . Product options can also be edited from the Current Options tab at the bottom of the bundled product page by clicking the option name.