License Auditing

Term	Description
License Profile	PTC defined profile that provides visibility to capabilities associated with a Windchill license. For more information, see Managing License Profiles.
License Group	Site-level group for managing users for whom a PTC license was purchased. If the license group is a member of a license profile, then the license profile settings are passed through to the participants in the group. If a Windchill license has a corresponding license group, then users for whom a license has been purchased should be added to that license group. Some license groups are not members of a license profile.
Module-Based License	A license classification based on whether a user has accessed the capabilities associated with a Windchill module license definition. Actions on objects unique to the Windchill module are monitored to determine if a user is recorded toward the license usage totals for that module.
Profile-Based License	A license classification based on license group membership and whether a user has accessed capabilities associated with a license definition that is enforced through a license profile.
Active Daily User License	A license classification based on whether a user is a participant in a concurrent (active daily user) license group at the time they logged in.
Unclassified	A license classification for users whose license usage cannot be classified based on their actions or license group membership.

Windchill performs a number of checks to monitor license usage, which can be determined from a user’s actions and their participation in a license profile (extended through a license group). At login, Windchill checks if a user is a member of a concurrent license group. If they are, then they are recorded toward the usage total for that license. Later, if the user performs an action that is associated with a license definition, Windchill checks if the user is a participant in a license group (which extends the visibility settings of a license profile). If the user is a participant in a license group (and by extension a license profile), and they perform an action that is associated with the license definition that the group represents, then they are recorded toward the usage total for the profile-based license. If the user performs an action that is associated with a license definition, but they are not a member of a license group, and thus not a participant in a license profile, and the action that the user performed is associated with a Windchill module, then the user is recorded toward the total usage for the module-based license. If the user is not a member of any license groups and does not perform any actions that are associated with a license definition, then they are recorded as unclassified license usage. The following diagram depicts the process by which Windchill determines license usage.

A user can be counted toward the totals for more than one license. For example, if the user is a member of more than one license group, or if the user performs multiple actions that are associated with different Windchill module-based licenses, then the user will be recorded in the total number of users for those licenses.

Active Daily User license groups represent concurrent licenses, where a license agreement is purchased for a set number of users. These license agreements define a number of users that are allowed to access associated Windchill capabilities within a given license reporting period, but does not define specific users. For example, a site may have a license agreement for fifty concurrent licensed users. During a given license reporting period, any user that is a member of an active daily user (concurrent) license group that logs in to Windchill would be counted toward that license usage. In another license reporting period a different set of users could log in, and so long as the license usage total does not exceed the agreed upon fifty concurrent users during either of the reporting periods, then the site is considered to be compliant.

Profile-based and module-based licenses are considered named-user licenses, where a license agreement is purchased for a specific user. If a profile-based license was purchased for a user, then they should be added to the appropriate license group so the license profile, which the license group is a member of, can be extended to the user. If a module-based license was purchased for a user, then Windchill relies on user actions to report which named users accessed the capabilities associated with the module-based license.