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Unleash the Power of the License Management Application


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Unleash the Power of the License Management Application

  1. 1. Unleash the Power of the License Management App Developers Logan Henriquez: Sarah Whitlock:
  2. 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward- looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Key Points  is a trusted application platform for ISVs building cloud-based applications  The License Management App (LMA) is a licensing and support tool to help ISVs sell apps  Learn how to get the most out of this powerful tool Distribute Sell SupportBuild Test
  4. 4. Agenda Slide  Key Features of the LMA  When (and, When Not) to Use the LMA  Installing and Configuring the LMA  Managing Licenses with the LMA  Package Support Access Pilot
  5. 5. Cloud App Lifecycle Distribute Sell SupportBuild Test
  6. 6. Distribute Commercial Apps in Managed Packages Upgradeable Seamless Installs IP Protection License Management Support Tools API Versioning UnmanagedManaged Not Upgradeable Open Source Fully Editable
  7. 7. Key Features of the License Management App  Blocks access to your managed package if license is not valid  Limited time trials (1-90 days)  Trial to Active conversion  Per user OR Per-Org licenses  License expiration  License renewal
  8. 8. When to Use the LMA  Want to charge for your app  App will be used by multiple orgs  Want to charge per user or per site  Want to sell on AppExchange and/or Trialforce  Want to support your customers $
  9. 9. When NOT to Use the LMA  Selling only to one org, e.g. a custom app  You don’t own the IP  You don’t want to use a managed package  Free app
  10. 10. Installing and Configuring the LMA
  11. 11. LMA is Available FOR FREE on the AppExchange
  12. 12. Best Practices: Installing the LMA  Install the LMA into your production (EE or UE) org – Eligible partners can get a free org for installing LMA  Do not install the LMA into an org thinking you will change it later  Do not install the LMA into your DE org – DE orgs are for developers – Licensing is a business (not a developer) function Terminology: The org where you install the LMA is called the LMO, or the License Management Organization.
  13. 13. Best Practices: Configuring the LMA  To make the LMA work… – Follow ALL implementation steps in the License Management App Administration and User Guide – Assign the Edit License Page Layout to users who need to modify licenses  To keep the LMA working properly… – Do not create mandatory custom fields, validation rules, or before triggers that interfere with the creation of lead, license, package and package version objects – Set the package lead manager to an active user
  14. 14. Best Practices: Configuring the LMA  To make the most of the LMA… – Create a lead list view filter for leads created by installed packages – Use time-based workflow to track license expiration proactively – Use workflow to act when a customer uninstalls your package – Use workflow and outbound messaging to kick off internal processes  To maintain proper security of data… – Set appropriate user permissions, field-level security, and page layouts – Enable history tracking for license fields
  15. 15. Licensing a Managed Package
  16. 16. Environment: Publisher Packaging (DE) Org  Create managed package  Upload package Step 1: Upload Package to AppExchange
  17. 17. Step 2: Register Package Environment: AppExchange (use Packaging Org credentials)  Register package  Assign package to LMO (use LMO credentials)  Set license defaults
  18. 18. How It All Comes Together 1. Subscriber installs package into their org in trial mode Subscriber Org 2. LMA delivers lead and license to LMO 3. LMO user converts lead to account & contact 4. LMO user updates license parameters ISV’s LMO
  19. 19. Best Practices: License Management  Register your package version with your LMO after uploading to the AppExchange – every time you have a new version  Test license enforcement options for best customer experience, considering: – Users with licenses and users without licenses, – When licenses are suspended and expired.  Never suspend a license without exploring all other options first
  20. 20. Things to Know  LMA can’t be uninstalled  Licenses can’t be migrated from one LMO to another  The LMA works with managed packages only – Works for Managed – Released state – Does not work for Managed – Beta state  The LMA is available in English only  No lead/license records result from managed packages installed into subscriber Sandbox orgs
  21. 21. Avoid These Common Pitfalls  Lead and license records not showing up in LMO – Is your package registered with your LMO? – Has your package version been registered with your LMO? – Are there mandatory custom fields or before triggers on lead, license, package, and package version custom objects? Or, other configuration that could prevent insert of an LMA record? – Is the lead manager for your package an active user?  Ooops, I need to change my LMO – Contact Salesforce Support – License records in the current LMO do not move to the new LMO. They stay with the original LMO.
  22. 22. Package Support Access Pilot
  23. 23. Package Support Access - Setup Access 1. Subscriber admin grants access to org 2. Support rep accesses subscriber org from LMO 3. Diagnose installation problems
  24. 24. Package Support Access – User Login Grant
  25. 25. Package Support Access – User Login  After logging in via Setup Access, Log in as a user
  26. 26. Helpful Resources LMA Installation Guide LMA on the AppExchange
  27. 27. Logan Henriquez Senior Product Manager, Platform Sarah Whitlock Technical Evangelist Question & Answer
  28. 28.  The LMA is a powerful licensing and support tool to help ISVs sell apps  Install the LMA in your production sales org  Incorporate the LMA into your business processes  Avoid common pitfalls – Register your package and all package versions with your LMO – Avoid configurations that interfere with LMA operation – Make sure the lead manager for your package is an active user  Stay tuned for Package Support Access! Key Take Aways
  29. 29. Unleash the Power of the License Management App
  30. 30. D I S C O V E R Visit the Developer Training and Support Booth in Zone Developer training, certification and support resources S U C C E S S Find us in the Partner Demo Area of Zone 2nd Floor Moscone West that help you achieve
  31. 31. Remember. . .  Check Chatter for additional session information  Get your developer Workbooks and Cheat Sheets in the Zone  Visit for more information related to this topic Don’t forget the survey!
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