Creating License Pools through Assign mode provides enhanced flexibility in managing these pools. Once you generate License Pools based on a CoreView portal attribute, you can easily move users between different pools by editing their portal attribute property. This flexibility is possible because these attributes exist exclusively within CoreView and are independent of Microsoft user properties. This article will guide you through the processes involved in Assign mode by exploring various use cases.
Use case 1: Merging License Pools
Step 1: Generate pools through Assign mode
Begin by generating pools through Assign mode without entering any allowed values. The pools will be created based on all existing values linked with the selected portal attribute (PortalAttribute1, PortalAttribute2, or PortalAttribute3).
Step 2: Delete pools to be merged into desired pool
Identify the pools you want to consolidate into another pool, select them, and click “Delete selected.” This allows you to incorporate the selected pools into a desired pool. In the example below, we aim to integrate both the “Milano” and “Roma” pools into the “Italy” pool, so we proceed to delete “Milano” and “Roma.
Note that users from deleted pools that are not incorporated into a different pool will be moved to the “Unmanaged” pool.
Step 3: Edit desired pool
Click the pencil icon next to the pool you wish to combine with the previously deleted pools. In our example, we will edit the “Italy” pool.
Step 4: Select deleted values
The “Edit license pool” wizard will appear. Select the “Attributes to include” section from the left-panel menu. In this section, select the values you previously deleted to be added to the pool. In our example, we'll select “Milano” and “Roma”.
Step 5: Set default value
Choose the discriminator to be associated with the portal attribute for the new License Pool. In our case, we'll choose “Italy” as the default value. Click “Submit” to confirm the edits.
From now on, when managing a user license and assigning them to the Italy pool, their default value will be updated to Italy. However, users who initially had a different default value ("Milano" or “Roma”) and are not subjected to an action that alters their attribute will maintain their original value, even when merged into the Italy License Pool.
Step 6: Verify users in pool
To verify if the newly created pool includes users with the merged values, navigate to the License Pools center and click on the “Users in the pool” value for the new license. The list should include all users with any of the merged portal attribute values (in this case, “Italy”, “Milano”, and “Roma”). The License Pools have now been successfully merged.
Use case 2: Splitting merged License Pools
You can also split a License Pool containing users with different assigned values into two or more separate pools. Let’s demonstrate how to split our Italy pool to create a new pool called “North of Italy.”
Step 1: Edit License Pool to be split
Begin by selecting the pen icon next to the pool you want to split. We’ll edit our “Italy” pool.
Step 2: Remove value to be used in separate pool
The “Edit license pool” wizard will open. Select the “Attributes to include” section from the left-panel menu. Identify the value you wish to use for creating a separate License Pool and uncheck it. We’ll remove the “Milano” value.
Step 3: Set default value
Be sure to choose the default value for the License Pool you’re editing. In our case, we retain “Italy” as the discriminator. Click “Submit” to save the changes.
Note that all users with the “Milano” portal attribute value will now move to the “Unmanaged” pool.
Step 4: Create new pool
Return to the License Pools page and select “Add license pools” from the “Manage pools” dropdown.
An “Add license pool” wizard will open. In the “General info” section, name the new License Pool that you want to create. For our example, we’ll create a “North of Italy” pool to include everyone in the Greater Milan area.
Click on the “Attribute to include” section from the left-side panel. Select the value you want to assign to this License Pool. In this example, we’ll select the “Milano” value. Since only one value is selected, the default value at the top of the page will automatically update to “Milano” as well. Click “Submit” to save changes.
The new pool will appear on the “License Pools” page.
