Tag: Licensing

Tutorial: Purchasing, Assigning and Managing PER USER Licenses from Microsoft AppSource

Introduction

The PER USER license is sold directly through the Microsoft AppSource. These licenses can be purchased monthly/yearly. It supports the payment options you have with Microsoft for any Azure related purchases. For most organizations this is limited to credit card payments.

Every user, that is both Creator and Viewer need a valid license to use the visual. For example, if you have 2 users creating reports with the visual and 10 users who only consume the reports, you need: 2+10=12 user licenses. After you purchase these licenses from the Microsoft AppSource you need to assign the licenses to each user or user group. This is done at the Microsoft Admin Center.

Before purchasing a PER USER license through the Microsoft AppSource please read the Considerations below!

Considerations

The PER USER licenses can only be purchased directly by the organization that will use the visual and not via distributor/reseller.
There are currently no options to re-assign these licenses between organizations.

The best is that the tenant admin does the purchase (through the Microsoft AppSource).
If the tenant admin owns the licenses (Org licenses), then any of the license admins (Global Admin, License Admin or User Admin) can manage and assign the licenses.

Currently, the following Power BI environments don’t support PER USER license management or license enforcement:
• Embedded – Publish To Web (public URL) , PaaS embed
• National clouds (Depends on general support for transactability in national clouds)
• RS Server (No planned support)
• Exporting (PDF\PPT) using REST API
For unsupported environments you need a PREMIUM license.

The Nova Silva visuals you can download from the AppSource are Certified Power BI visuals that meet certain specified code requirements that the Microsoft Power BI team has tested and approved. The tests are designed to check that the visual doesn’t access external services or resources. Our visuals are updated automatically when a new version is available.

Purchasing PER USER Licenses

To purchase a Nova Silva visual through the Microsoft AppSource, click Buy now and complete the Checkout path. See below:

  1. Go to the Microsoft AppSource
  2. Click on the Nova Silva visual you want to purchase
  3. Optionally click the Plans + Pricing tab for an overview of the available plans and prices
  4. Click the Buy now button
  5. Checkout – Plan
    • Select a plan: Personal, Team, Departmental, Organizational or Corporate
    • Click Next button
  6. Checkout – Price + billing
    • Set Billing term to 1-month or 1-year subscription
    • Set Recurring billing: by default auto-renewal is On
    • Provide Number of users (both Creators and Viewers are considered Users)
    • Up next, choose your payment method: (you can pay with a credit card, prepaid cards are not supported)
    • Click Next button
  7. Checkout – Payment
  8. Review order and if applicable add Tax ID
    • Click Accept agreement and place order button to complete purchase.

You can add a purchase number to the billing profile of your order. At the final stage of your checkout, select Add new under the billing profile and add the Purchase order number in the field.

After you complete your purchase, you can find your receipt in the Microsoft 365 admin center by clicking Download invoice under Bills & payments > Invoices.

Billing and Global admins can also pay by invoice if that’s set up for your company. Read more about setting payment methods. Follow these steps to see your billing profile.

Assigning PER USER Licenses

After the purchase through Microsoft AppSource is complete and successful, to activate the licenses the  buyer (owner) will need to assign the licenses to the users.

If the tenant admin owns the licenses (Org licenses), then any of the license admins (Global Admin, License Admin or User Admin) can manage the licenses.
However, if the subscription owner is non-admin, he will have access to the portal and only he can manage the subscription and licenses. The tenant admin can see all subscriptions purchased under the tenant account, including the subscriptions purchased by non-admins. You can assign licenses to users in the same tenant that you purchased subscription under regardless of the location.

  1. Go to admin.microsoft.com and select the Licenses link under the Billing node from the menu (a list of visuals appears).
  2. Select the Nova Silva visual you want to assign. If it isn’t visible, make sure no filters are currently applied that may be hiding it.
  3. In the next page, click + Assign licenses.
  4. Search for the user by name or email address.
  5. Select the user(s) you want to assign the licenses to.
  6. Click Assign button.

Buyers get a license assigned to them automatically. It can take up to five minutes from the time of purchase for the license to take effect. If you want to add more users or update your subscription, go to the admin center. You can assign the license to the users directly by providing name or email, or through Microsoft Groups either Mail-enabled or Security Group.

If the owner of the subscription leaves the company, tenant admin purchases (typically known as organizational purchases) continue to work as-is. If the owner was an admin, any license admin (Global Admin, License Admin, User Admin) can continue to manage the licenses. The subscriptions can be managed by any Billing Admin or Global Admin with access to the billing account used for purchase.
If the owner wasn’t an admin, the license will continue to work as long as the subscription is active. However, the subscription can’t be managed by anyone else.

After you assign a license in the Microsoft 365 Admin Center, the license should be available within a few minutes.

If you were just assigned a license, refresh the report to activate it by doing one of the following:

  • If you’re using the licensed visual in the Power BI Service, refresh the report by hitting F5.
  • If you’re using the licensed visual in the Power BI Desktop, close and reopen it.

If, after you refresh, the license is still not available, wait a while and try again. It could take up to 30 minutes. If it takes longer than 24 hours, please contact Microsoft’s support team.

Managing PER USER Licenses

Access the information about the licenses you purchased and manage it in Your Products under the Billing node in the Microsoft 365 admin center.

Check the visual to activate the options or click the icons (Buy licenses or More actions). Here you can Buy licenses, Remove licenses, View billing profile, Edit recurring billing (to turn on/ off recurring bill) and Cancel subscription.

As a billing or global admin, you can see all subscriptions in the Microsoft 365 admin center, and you can cancel them.

In the admin center, go to Billing > Your products
Find and check the visual you want to manage
Click Cancel subscription
You’re eligible for a full refund if you cancel your subscription within seven days of purchase. Refunds aren’t available for subscriptions canceled after that time period. PER USER license purchases and refunds are handled by Microsoft and not by Nova Silva.

For help managing licenses, contact support or click the Help & Support option on the bottom right section of your screen. If you raise a support ticket provide the Subscription ID.

Please note that any changes you make may take up to one hour to process.

Considerations and limitations

Currently, the following Power BI environments don’t support PER USER license management or license enforcement:

  • Publish to web (P2W)
  • Sovereign or government clouds
  • RS (report server) – no Microsoft Entra ID
  • PaaS Power BI embedded App owns data
  • Exporting (PDF\PPT) using REST API

For unsupported environments you need a PREMIUM license, this can be purchased from our webshop.

Tutorial: Adding a PREMIUM License Manually or via a Theme file

This article provides a step-by-step guide for adding a license to our Power BI Premium visuals. You can license your visual in two ways:

  • Manually via de Power BI user interface or
  • Automatically via a Theme file.

Adding a License Manually

Follow these steps to license the visual in the Power BI user interface:

  1. In Power BI (Desktop), add the visual to your Power BI Report
  2. Click the Format your visual icon in the Visualizations pane or
  3. Locate and open the existing report with the visual
  4. Click the visual to activate the Format visual pane
  5. Expand the License card and paste the license information (you received per e-mail) into the License Name and License Key fields
  6. If the license information is entered correctly, you should see the expiry date of the license in the second field. Your visual is now successfully licensed!
  7. Save your changes and Publish to the service.

Adding a License via a Theme file

You can also add the license to a Theme.json file to avoid having to add it to each visual individually.

Power BI Themes are defined in so called JSON files. If you add your license information in a theme file it will apply the license to each visual within that report.

How to create or update and import a theme file:

  • Create a new JSON file or edit an existing one
  • Add the visualStyles values (see example below)
  • Save the .json file
  • In Power BI (Desktop), create a new report and add the visual or
  • Locate and open the existing report with the visual
  • Go to the View tab and click on the drop-down arrow
  • Choose Browse for themes
  • Locate and select your Theme.json file
  • Click the Open button to import it
  • A File successfully added dialog will show up
  • Click the Got it button
  • Your report book and all the pages will get the refreshed License
  • Save and Publish to the service.

If you already have a corporate Theme file, add the “visualStyles” properties and paste it to your Theme file.

License properties

Name on user interface

License Name

License Key

Name in Theme file

“licenseName”

“licenseKey”

The License Name and License Key are supplied to you specifically via e-mail. Add the following example to your Theme file and replace the text between quotes with your own license information.

"visualStyles": {
       "*": {
          "*": {
             "license": [{
                 "licenseName": "YOUR LICENSE NAME",
                 "licenseKey": "YOUR LICENSE KEY"
            }]
        }
    } 
}