unleash the power of the license management application
TRANSCRIPT
Unleash the Power of the
License Management App
Developers
Logan Henriquez: salesforce.com
Sarah Whitlock: salesforce.com
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Key Points
Force.com 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 Force.com apps
Learn how to get the most out of this powerful tool
Distribute Sell SupportBuild Test
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
Cloud App Lifecycle
Distribute Sell SupportBuild Test
Distribute Commercial Apps in Managed Packages
Upgradeable
Seamless Installs
IP Protection
License Management
Support Tools
API Versioning
UnmanagedManaged
Not Upgradeable
Open Source
Fully Editable
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
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
$
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
Installing and Configuring the LMA
LMA is Available FOR FREE on the AppExchange
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.
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
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
Licensing a Managed Package
Environment: Publisher Packaging (DE) Org
Create managed package
Upload package
Step 1: Upload Package to AppExchange
Step 2: Register Package
Environment: AppExchange (use Packaging Org credentials)
Register package
Assign package to LMO (use LMO credentials)
Set license defaults
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
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
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
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.
Package Support Access Pilot
Package Support Access - Setup Access
1. Subscriber
admin grants
access to org
2. Support rep accesses
subscriber org from LMO3. Diagnose installation
problems
Package Support Access – User Login Grant
Package Support Access – User Login
After logging in via Setup Access, Log in as a user
Helpful Resources
LMA Installation Guide
tinyurl.com/lma-install
LMA on the AppExchange
tinyurl.com/lma-listing
Logan Henriquez
Senior Product Manager, Platform
Sarah Whitlock
Technical Evangelist
Question & Answer
The LMA is a powerful licensing and support tool to help ISVs sell Force.com 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
Unleash the Power of the License
Management App
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