Scenario: A Trane unit at a customer site is entitled to the Advanced License feature but does not have the feature enabled, either due to a factory issue or another reason.
If the shipped unit is already entitled to the Advanced License, there is no need to upgrade or add license. Follow the steps below to look up the unit in the License Management System and download the license for the controller.
- Log in to Licensing Portal.
If you don't have a portal account, follow the instructions in Contractors & Customers: How to get Access to the new License Management portal – Trane Commercial HVAC Help Center or Independent Office Technician: How to get Access to License Management in Salesforce – Trane Commercial HVAC Help Center. -
In Home page search, enter the Symbio 700 serial number and press ENTER.
Note: You can also search Asset using equipment serial number, sales order number, or job name.
- From the search results, open the Asset by clicking on Asset Name
- Verify controller serial number and equipment serial number on the Asset.
- Click on [View License] button,
- verify that assigned License entitlement is listed
- Click [Generate License File] button
- Generated license file (*.lic) is listed at the top under 'License Files',
- Click on [Send Email] button
- On the Send Email screen, select an existing Salesforce contact as the recipient, and add any additional email addresses as needed.
- Click [Send] button.
9. Email sent successfully message will be displayed. Click [Done]
Note: Salesforce sends an email containing the license information. The recipient must log in to Salesforce to download the license.