Subscription Management
The licensing of SFx Asset Management can be categorized into two types:
Subscription-based, which means you can subscribe to the service of SFx Asset Management for a specific period of time.
Floating, which means a subscription key can be freely re-assigned among any assets as long as the subscription key is unexpired.
Note
Only Account Administrators have the privilege to manage subscriptions in an organization. See Subscription Types for details.
Banner notifications will be automatically displayed to help you manage your subscriptions in three stages. See Banner Notifications for details.
Subscription Properties
The following table describes the properties of a subscription key.
Property | Description |
---|---|
PRO Subscription Key | The characters of the RPO subscription key. |
Issue Date | The specific time when the subscription key is issued. |
Expiry Date | The specific time when the subscription key expires. |
Type | The type of solution. For SFx Asset Management, only the Asset type is available. |
Object | The name of the asset that is assigned with a PRO subscription key. This field correlates with the Type field. |
The section below covers the following topics:
Assigning a PRO Subscription Key (for Account Administrators only)
Un-assigning a PRO Subscription Key (for Account Administrators only)
Re-assigning a PRO Subscription Key (for Account Administrators only)
The section covers two scenarios:
When at least one PRO or PRO Trial subscription is available in your organization, go to Scenario One.
When no PRO or PRO Trial subscription is available in your organization, go to Scenario Two.
To upgrade your Lite asset to PRO, follow these steps.
Scenario One
If there is at least one PRO or PRO Trial subscription available in your organization,
If you have a Standard User account,
You can request a PRO subscription for your asset from your Account Administrator. Follow these steps:
Log into the SFx Asset Management Portal.
Select a Lite asset from the Asset Dashboard, and click the asset card to go to the Asset Detail View.
Tip
A Lite asset has a Lite indicator at the top left of the asset card, as well as a feather-like background in the asset card and the Asset Detail View.
Click the Upgrade to PRO button in the Asset Detail View.
In the Upgrade to PRO dialog box, click Request from Account Admins.
You can get a request sent message immediately. Meanwhile, all Account Administrators in your organization get an email titled "Assign SFx PRO Subscription to [Your Asset]".
Then you should wait for your Account Administrator to assign a PRO subscription to your asset.
If you have an Asset Administrator account,
You can directly assign a PRO subscription key to your asset. Follow these steps.
Similarly, perform the first three steps described above to open the Upgrade to PRO dialog box.
Click the Assign button to apply the available PRO Subscription with the furthest expiration date to your asset.
You can find the current asset is upgraded to a PRO asset already.
Also, you can request a quote for new PRO subscriptions.
In the Upgrade to PRO dialog box, just click the New Subscriptions link at the bottom left.
If you have an Account Administrator user role,
Note
With an Account Administrator user role, whatever solution role you have at the same time, either Asset Administrator or Standard User, you are treated as an Account Administrator in this situation.
You can directly assign a PRO subscription key to your asset. Follow these steps.
Similarly, perform the first three steps described above to open the Upgrade to PRO dialog box.
Click the Assign button to apply the available PRO Subscription with the furthest expiration date to your asset.
Tip
To manage all subscriptions in your organization, click the Account Settings link.
You can find the current asset is upgraded to a PRO asset already.
Also, you can request a quote for new PRO subscriptions. Follow these steps.
Similarly, perform the first three steps described above to open the Upgrade to PRO dialog box.
Click the New Subscriptions link at the bottom left.
In the pop-up dialog box, enter a number into the input box, and click Quote please! A Hexagon sales specialist will be in touch with you shortly.
Tip
The value should be an integer number between 1 and 999.
Scenario Two
If there is no PRO or PRO Trial subscription available in your organization, in this case, whatever user role you have,
You can try out PRO Trial subscriptions free for 45 days. Follow these steps.
Note
Each organization has only one chance to request a PRO Trial and any user of this organization can use the chance up. You can request multiple PRO Trial subscriptions in a PRO Trial based on the number of onboarded assets in your organization.
Similarly, perform the first three steps described above to open the Upgrade to PRO dialog box.
In the pop-up dialog box, click here in the bottom line.
In the PRO Trial Request dialog box, type a number in the input box. Then click Please send my PRO Trial subscriptions!
Your Account Administrators will be notified by email when the new PRO Trial subscriptions are available. Then you can apply a PRO Trial subscription to your asset by following the steps described in Scenario One.
Also, You can request a quote for new PRO subscriptions. Follow these steps.
Similarly, perform the first three steps described above to open the Upgrade to PRO dialog box.
In the pop-up dialog box, type a number in the input box, and click Quote please!
A Hexagon sales specialist will be in touch with you shortly.
If your asset is a laser tracker, you can also upgrade your asset from the About this Asset screen.
Log into the SFx Asset Management Portal.
Select and click About this Asset from the dropdown list.
In the About this Asset screen, click the Upgrade to PRO link.
Then follow the steps described in Scenario One or Scenario Two according to your actual situation.
If you have a PRO subscription key, you can assign it to your asset as follows:
Log into the Metrology Asset Manager Portal as an Account Administrator.
In the top left corner of the Home page, click on the
icon to open the My Solutions side pane.
Click on the Account Settings item at the bottom to enter the main screen.
Select an unassigned PRO subscription key from the Subscriptions list and click the
icon to open a pop-up dialog.
Tip
An unassigned PRO subscription key is indicated by ‘- -‘, which has no asset associated.
Find out and select the Lite asset from the Subscribed Asset list and click Save.
You can unassign a subscription key from a PRO asset to reserve it for future usage.
Note
Unassigning a PRO subscription key from an asset will downgrade the current asset to a Lite asset. See Subscription Types for details.
Log into the SFx Asset Management Portal as an Account Administrator.
At the top left corner of the Home page, click on the
icon to open the SFx solutions side pane.
Select and click on the Account Settings item at the bottom to enter into the main screen.
On the Subscriptions page, select the assigned subscription key and click the
icon.
Select the blank row at the top from the Subscribed Asset list and click Save.
You can reassign a subscription key from a PRO asset to another asset.
Note
Reassigning a subscription key will degrade the current PRO asset to a Lite asset.
Similarly, perform the first three steps described above to enter the Subscriptions page.
On the Subscriptions page, select the assigned subscription key and click the
icon.
Select the asset that you want to reassign the subscription key to from the Subscribed Asset list and click Save.