OpenLM Products
To activate a product, set default roles, download a component, or connect a ticketing system, open OpenLM Products. You can activate and deactivate products, set the default role each product assigns to new users, download OpenLM component installers, and manage integrations with third-party ticketing systems.
To open OpenLM Products, select Navigation (the grid icon in the OpenLM Platform header), then Platform Administration, then OpenLM Products.
For related tasks, see OpenLM License, Users and Groups, and Audit.
OpenLM Products has three pages under Management in the navigation pane:
- Products: View and manage all OpenLM products for your account.
- Downloads: Download installers for OpenLM components.
- Integrations: Manage the alert integrations with third-party ticketing systems.
The following image shows the Products page with its product sections:
Product cards grouped into Active, Deactivated, Available, and System products sections
Product sections
The Products page groups products into four sections. A product moves between the first three sections as its activation state changes. System products stay in their own section.
The following table lists the sections and what each contains:
| Section | What it contains |
|---|---|
| Active products | Products that are activated for your account. Select a product name to open its user interface in a new tab. Products whose activation is in progress, or has failed, also appear here. |
| Deactivated products | Products you previously activated and then deactivated. Select Reactivate to activate one again. |
| Available products | Products offered by OpenLM that you have not activated. Select Activate to move a product to Active products. |
| System products | Core OpenLM products that are always active by default. They can't be deactivated. System products that define roles offer Settings for default role configuration. |
Product cards
Use the actions on a product card:
- Action button: The main button changes with the product state: Activate (never activated), Deactivate (active), Reactivate (previously deactivated), or Retry (activation or deactivation is pending or has failed). System products have no action button.
- Settings: Opens the product's default role settings. The link appears for any product, system or active, that defines roles.
- Learn more: Opens a product description page on openlm.com in a new tab. The link appears on products that provide a description page.
To change the card layout, use the Lite view / Detailed view toggle in the page header. Lite view, the default, shows the compact card. Detailed view adds a Services included panel that lists the individual services the product provides. For active and system products, each listed service is a link that opens its user interface.
For example, Software License Management includes the License Servers, Licenses, Denials, Usage, and License Allocations services, and Process Monitoring includes Process Manager, Process Sessions, and Personal Dashboard.
The following image shows the Services included panel in Detailed view:
Detailed view with the Services included panel
System products
OpenLM Platform activates 11 system products by default, regardless of the license in place. They always appear in the System products section:
- Agent Activity Manager, which opens Agent Activity in Agents Hub
- Agents Hub
- Anonymization
- Audit
- Broker Hub
- Cloud Broker
- Identity Service
- Notifications
- Reporting
- Users And Groups
- OpenLM License
The following image shows the System products section:
System products that are always active. The Agent Activity Manager card has no Settings link.
Activate a product
Before you activate a product, confirm that your OpenLM license covers it. If it doesn't, activation fails with a message asking you to contact OpenLM sales. To check which products your subscriptions include, see OpenLM License.
To activate a product:
- On the Products page, find the product in Available products.
- On the product card, select Activate.
- In the Activate Product dialog, select Confirm.
Most products activate immediately: the card moves to Active products and the product's menu entries are added to the OpenLM Platform navigation. The page updates in real time, so you don't need to refresh it.
A few products provision additional infrastructure when you activate them: Software License Management, Directory Sync, and, in OpenLM Platform, ServiceNow Connector. Their cards stay in Active products with the message "Activation can take up to 10 minutes, please wait..." while the activation runs. If activation doesn't complete within 10 minutes, the card shows Activation failed and the Retry button becomes available.
Product dependencies
Certain products require another product to be active first. The following table lists each product and the product it requires:
| Product | Requires |
|---|---|
| Compliance | Software License Management |
| Virtual License Manager | Software License Management |
| Subscription Optimizer | License Access Control |
| Identity Alignment | Directory Sync |
| LDAP Connector | Directory Sync |
The products in the first column have no card of their own, so you don't activate them yourself. OpenLM activates each one automatically when the product it requires is active and your OpenLM license covers it. OpenLM deactivates it when the product it requires is deactivated.
While a dependent product is active, the card of the product it requires covers it. Detailed view lists its services under Services included, and the Settings page of the card has a Default Role for it. For example, when Compliance is active, the Software License Management card lists Compliance.
In Directory Sync, the Identity Alignment product appears as the External Services page, and the LDAP Connector product appears as the Destination Systems page. Each page appears for account administrators and for users who have that product's Admin role.
Deactivate a product
Before you deactivate a product, read the following warning.
Deactivating Software License Management or Directory Sync permanently deletes all data related to the product. The confirmation dialog warns you about the data loss, and its Confirm button becomes available only after a 10-second countdown.
To deactivate a product:
- In Active products, select Deactivate on the product card.
- In the Deactivate Product dialog, select Confirm.
The product moves to Deactivated products, and its menu entries are removed from the OpenLM Platform navigation. You can reactivate it at any time with Reactivate.
OpenLM also deactivates a product automatically when the license feature that covers it expires. After you renew the license, OpenLM reactivates the products it deactivated this way. Products you deactivated manually stay deactivated. OpenLM records all activations, deactivations, and default role changes in Audit.
Configure default roles
To set the role that new users get by default, use the Settings option of a product that defines roles. OpenLM Platform preselects the default role for that product when you create a user, and you can remove it before you finish the user setup. For more information about assigning product roles to users, see Users and Groups.
To configure a default role:
- On the product card, select Settings.
- In Default Role, select the role you want assigned by default.
- Select Save.
The following image shows the Default Role selection:
Default Role selection for a product
Most products offer the Admin and Viewer roles. A few products differ:
- Virtual License Manager: Adds a department Manager role.
- ServiceNow Connector: Defines separate Admin and Viewer roles for each of its components.
- Software License Management: Adds an Admin and a Viewer role for each of its Licenses, License Servers, and Denials services. For more information, see Identity.
- Notifications, Identity Alignment, and LDAP Connector: Define only an Admin role. For Identity Alignment and LDAP Connector, the Admin role shows the External Services and Destination Systems pages in Directory Sync.
- Products with no roles: Products such as Identity Service, Reporting, and Agent Activity Manager define no roles and show no Settings link on their cards. Access to Agent Activity comes from the Agents Hub roles.
Download OpenLM components
To download an installer for an OpenLM component that runs in your environment, open the Downloads page. It has two tabs: Platform lists the releases for OpenLM Platform deployments, and V26 lists the components for Version 26 (on-premises) deployments.
Each card lists the component's version, a short description, a Download button with a menu of the available package formats, and a Documentation button that opens the relevant installation guide.
The following image shows the Platform tab:
Platform tab with installers for Workstation Agent, Broker, DSA, and SaaS Agent
For installation instructions, see Components installation. The Platform tab includes the following components:
| Component | Package formats |
|---|---|
| Workstation Agent | Windows Installer, tar.gz Archive, Debian Package, RPM Package, macOS (Intel), macOS (Apple Silicon) |
| Broker | Windows Installer, tar.gz Archive, Debian Package, RPM Package |
| Directory Synchronization Agent (DSA) | Windows Installer |
| SaaS Agent | Windows Installer |
Each card on the V26 tab includes a See what's new link that opens the component's changelog. The tab lists the following Version 26 components:
- SLM
- Identity
- Broker
- AutoCAD Plugin
- Workstation Agent
- End-User Services
- ServiceNow Adapter
- Directory Sync
- Reporting Hub
- Applications Manager
- Reports Scheduler
The following image shows the V26 tab:
Downloads page tab for Version 26 components with installers and changelogs
Manage integrations
To create tickets in third-party systems from OpenLM alerts, use the Integrations page. It works like the Products page, with Active, Deactivated, and Available sections, the same card actions, and the same view toggle.
The available integrations are:
- Freshworks Alerts Integration: Creates tickets on Freshdesk.
- Zoho Alerts Integration: Creates tickets on Zoho Desk.
- Salesforce Alerts Integration: Creates cases on Salesforce Service Cloud.
- Zendesk Alerts Integration: Creates tickets on Zendesk.
The following image shows the Integrations page:
Alert integrations for third-party ticketing systems
OpenLM Platform and on-premises differences
The product catalog differs slightly between deployment models. The following table lists the differences:
| Area | OpenLM Platform | On-premises |
|---|---|---|
| Cloud-only products | License Parser, Identity Alignment, LDAP Connector, and the Freshworks, Salesforce, and Zoho alert integrations are available. | Not available. |
| Diagnostics & Logs | Not available. | Available as a system product for platform monitoring. |
| Anonymization | Available as a system product. | Available as a system product. |
| Identity Service | System product, always active. | Managed like a standard product. |
| Reporting | Includes the Quicksight Reporting and Touch Point Events services. | Includes the Superset Reporting and Touch Point Events services. |
| ServiceNow Connector | Activation provisions infrastructure and can take up to 10 minutes. | Activates immediately. |
The documentation team might draft this page using a large language model. A technical writer reviews every page and verifies it against the product before publishing it. A human makes the final decision.