Customer License Key Management

Sourcegraph requires site administrators to input a license key to have access to various paid features. This page explains how to create, use, and maintain license keys for prospects and customers.

License keys are created and managed on Sourcegraph.com in the Site-admin > Subscriptions page. Valid license keys can only be generated by site administrators on Sourcegraph.com.

This page covers the following related to license key management:

Prospective Customer Trials

For a new Sales-led trial, create a new subscription. You will only use this for the trial. (Follow the instructions for issuing a new license from start to finish.).

A note on Sales-led cloud (managed instance) trials: as part of the Managed Instance creation process, the CE should create a license key for the new instance. Per our steps we ask CE to create the license.

Converting a Prospect to a New Customer

When the prospect converts to a customer, create a new subscription; do not reuse the trial subscription. (Follow the instructions for issuing a new license from start to finish.) This is to ensure data accuracy for the Sales Ops team.

Creating a new license key

The CE should first create a Sourcegraph.com user account for the prospect/customer. Assuming there is not one already. The username of the account should have the following format CompanyName-UniqueId. This is format is described below. The email of the account should be left blank. Once that is available, follow the steps below.

  1. Sign in to sourcegraph.com.
  2. If the customer does not have a license yet, navigate to the users page and create new user account. (You can also check for a user already exists following the instructions in the Internal Licensing FAQ document.)
  3. Create an account with the username CompanyName-UniqueId. Replace CompanyName with the company name, and use the Unique ID from the Unique Account ID field on the Account record in Salesforce.
  4. Navigate to the subscriptions page. For new prospects during trial and / or a new customer, click Create product subscription. Search for the user you just created.
  5. Click Generate new license manually. Fill out the license end date (most typically to match the contract terms) and fill in the appropriate license tags. For tags, see License Key Tags for a list you can just copy. Remember: Tags must be separated by commas, with no spaces!
  6. Set the licensed number of users (note that if you added the true-up tag, the company will be able to exceed this count, but administrators will see a warning) and the number of days that the license should be valid, and click Generate license.
  7. Finally, copy the license key, and send it to the relevant contact at the company. You can link them to the following docs for instructions on where to add the key: Updating your license key

Handling renewals or upgrades

If an existing company or customer needs a new license key for any reason (e.g., they purchase more seats, they upgrade product tiers, or they simply renew), the TA will add a new license key to the existing subscription. In that circumstance, do not click Create a product subscription; find the existing subscription on that page and then once viewing it, click Generate new license manually.

Visit the Site-admin > Subscriptions page, find the existing subscription, click into it, and follow the steps below (from the “Click Generate new license manually” step onwards).

  1. Sign in to sourcegraph.com and visit the Site-admin > Subscriptions page.
  2. Search for the user associated with the company, and click into the existing subscription ID (left-most column). (You can also check for a user already exists following the instructions in the Internal Licensing FAQ document.)
  3. Click Generate new license manually. Fill out the license end date (most typically to match the contract terms) and fill in the appropriate license tags. For tags, see License Key Tags for a list you can just copy. Remember: Tags must be separated by commas, with no spaces!
  4. Set the licensed number of users (note that if you added the true-up tag, the company will be able to exceed this count, but administrators will see a warning) and the number of days that the license should be valid, and click Generate license.
  5. Finally, copy the license key, and send it to the relevant contact at the company. You can link them to the following docs for instructions on where to add the key: Updating your license key

Reissuing Expired Licenses

In most circumstances, license keys match the renewal dates on an account contract and are generated well ahead of time. Sometimes, license keys deviate from this format due to product trials and other special circumstances. If a license key is imminently expiring or has expired, follow these steps:

  1. Check with the account’s Technical Advisor & Account Executive, as well as the Salesforce Account record and the account running notes. This will help you understand any special context surrounding the current license key tags and expiration dates.
  2. Grab the contract end date by going to the Account page in Salesforce to look up the "Active Contract Period End".
  3. Follow the process below for generating a renewal license key. Unless otherwise noted during Step 1, use the same exact tags and user count as the existing key (make sure to comma separate each tag) and use the "Active Contract Period End" as the expiration date.
  4. Send the new license key to the customer (follow the process outlined below).

Out of Contract License Extensions

In select circumstances, such as a bridge extension being requested due to the renewal process not aligning with license expiration, Sales must receive approval from the VP of Finance and VP of Sales to issue a licensing exception. This approval is granted via request in #deal-desk. If an AE requests a deviation from their contract licensing terms, please validate that the necessary approvals have been granted before making any changes to a customers’ license key.

License key tags

Below is a list of our license key tags along with a description of each which you may need to include:

  • plan:enterprise-1 or plan:business-0 for Enterprise or Business customers, respectively.
  • true-up to allow the company to go over the user limit on the license. No tag is needed for hard cap.
  • mau to indicate that the company is on a monthly usage-based billing model.
    • Note: For any MAU-based customers, the true-up tag must also be added as we do not have the ability to hard-cap MAU-based plans.
  • trial to show an indicate in Sourcegraph that the company is on a trial.
  • batch-changes for Batch Changes (formerly campaigns)
  • code-insights for Code Insights
  • acls for external Permission syncing from the code host. (Add this to all licenses.)
  • private-extension-registry to allow for a private Extension registry. All Enterprise licenses should have this added.
  • remote-extensions-allow-disallow to allow for the admin to enable/disable remote extensions. All Enterprise licenses should have this added.
  • monitoring - Monitoring. All licenses should have this added.
  • internal for licenses used for internal sites (dotcom, k8s, etc.)
  • dev for internal developer licenses
  • The company’s name (with dashes instead of spaces), to make it easy to search for a given license key in the future.

Example license key tags:

  • Enterprise Licenses: plan:enterprise-1,acls,private-extension-registry,remote-extensions-allow-disallow,monitoring, plus the customer name, should be added to every Enterprise license. Optionally add true-up, mau, trial, batch-changes, and code-insights based on the context of the license.
  • Teams Licenses: Only applicable for team license renewals. Add plan:team-0,acls,monitoring, plus the customer name, to all Teams licenses.

See our Sourcegraph License Builder for more information or help compiling the correct license tag values.

Legacy tags

The enterprise tag is a legacy tag that should not be used anymore. It gives access to all features, including batch-changes. Similarly, a license with no plan: tag (no plan:team-0, plan:enterprise-1) allows access to all features.

plan:enterprise-0 represents our legacy pricing plan. plan:enterprise-1 was launched in with Sourcegraph 4.0.

License tags future state

These tags are supported but not currently saleable: - branding: Whether custom branding of this Sourcegraph instance has been purchased. - backup-and-restore: Whether builtin backup and restore on this Sourcegraph instance has been purchased.

If no plan:* tag is supplied, the license will be treated as legacy enterprise tier which has unlimited access to all features.

Internal licensing FAQ

In case you have a question regarding licensing that is not discussed on this page, check if it is answered in the internal licensing FAQ.