Configuring Upgrade Options

An upgrade Product Option can be configured with a rule that only makes it available to customers who already own a specific license. If a customer satisfies an upgrade rule, the upgrade Option will be available for purchase in the Renewals & Upgrades section of the Customer License Portal.

Typically, the upgrade Product Option will use the same settings as the non-upgrade Option available to new customers, but the upgrade Option can have a discounted price, or even be free. For example, a customer with a "MyApp 1.0 License" could be eligible to buy "MyApp 2.0 License Upgrade" for $99, whereas a new customer would only be able to buy "MyApp 2.0 License" for $199.

Quantity Mode

Upon order processing, any rules that specify upgrading an existing license will be evaluated differently depending on the Quantity Mode of the Product Option the rule is specified on.

• If the Quantity Mode is set to Multiple Licenses, the total quantity of existing licenses is taken into account when upgrading old licenses (not the quantity on each existing license).
• If the Quantity Mode is set to Multiple Activations, the quantity on each existing license is taken into account.

For this reason, it is suggested that the previous Option and the Option being upgraded to both have the same Quantity Mode (either Multiple Licenses or Multiple Activations).

Rule Configuration for a Paid or Free Upgrade Option

Follow these steps for the recommended way to create an upgrade Option:

1. Create/edit an Option under the correct Product ID. This is the Option being upgraded to. Configure the settings as needed so that the customer will be able to activate your software, and also use the following fields:
   1. Option Name: (Include "Upgrade" in the name to differentiate it from a similar non-upgraded Product Option, if applicable.)
   2. Option Description: (This will be displayed to the customer on the Renewals & Upgrades page for this specific upgrade.)
   3. Price per U/M For a paid upgrade, set the appropriate amount. This could be discounted compared to what you would charge new customers, as this upgrade will only be available for purchase by existing customers. For a free upgrade, set to $0.
   4. For New Customers: Disable
   5. Error Message: You must have a valid [insert product name] license before you are allowed to purchase this upgrade.
2. Add a rule to this new Option.
   1. Product: Specify the Product a customer must have to be eligible for the upgrade.
   2. Product Option: (optional) Specify the Option a customer must have to be eligible for the upgrade.
   3. Set the following parameters:
      • Require License ID: Enable
      • Previous License OK: Enable
      • Quantity Mode: Limit to Quantity. This makes it so the customer can only redeem a number of Upgrades up to the number of licenses they currently have. This is important if you are offering a free or discounted upgrade.
      • Update Old Status: Enable. This sets the old license status to UPG (Upgrade), and will stop the customer from redeeming additional upgrades due to the "Previous License OK" setting also being enabled. You can change the Upgrade Behavior of the previous license in the Option settings.
      • Display Upgrade: Enable
   4. Optionally change the following parameters:
      • Link Old To New: If this is set, upon order processing, the ReplacedBy field on the previous license(s) will be updated with the new License ID(s).
      • Download Expiration Carryover:
        • Carry Over - The existing expiration date will be carried over to the new license
        • Increment - The existing expiration date will be carried over to the new license and incremented by the Product Option Days to D/L setting.
      • Verify Purchase Date: Enable if you want to limit the upgrade only to customers who purchased the previous license after the date you specify in Previous Purchase Date.
      • Download Expiration Availability: Choose when the upgrade should be available based on the expiration (Download Until) date of the previous license.
      • Download Expiration Grace Period: The number of days past the expiration (Download Until) date that the previous license(s) are still considered valid.

If a customer satisfies an upgrade rule, the upgrade Option will be listed in the Renewals & Upgrades section of the Customer License Portal. It will list the specific License ID the upgrade would be applied to upon purchase.