Portfolios License Archiving Process

FYI: There is a tile called “Users” that shows last login.

I wrote a quick script (attached to tile) that shows last users where last login was > x days. We also check for users where maybe the resource got disabled but the user didn’t. I’ve not done data update checks, but it sounds doable using a custom script. 

We are doing some reporting outside Portfolios using API’s. 

Licensing can be controlled with Planview’s SOAP API.    You can change this dynamically based on user needs.   

Sample Code.

def update_license(df, hostName, PVCert):  # Need a Dataframe with "License","User ID","Name"    wsdl = "https://" + hostName + "/Planview/services/UserService.svc?wsdl"    client = Client(wsdl=wsdl, port_name="BasicHttpBinding_IUserService")    headers = {"Content-type": "text/xml",               "Cookie": PVCert}    client.transport.session.headers.update(headers)    count = 0    for idx, row in df.iterrows():        try:            results = client.service.Update(dtos=dict(UserDto={"UserKey": "key://3/" + str(row.loc["User ID"]),                                                               "RoleKey": "key://2/$Role/" + "923"   ←   You need the license SQL key Number                                                               }),                                            )            if results["Failures"] is None:                logger.info("%s was updated successfully with new license code",row.loc["Name"])                count += 1            else:                logger.info("--------%s failed to be updated with New License Code --------",str(row.loc["Name"]))        except Exception as e:            logger.exception(                "Failed to update %s in Planview (attempted New License Code %s and resource role %s)",                row.loc["Name"],                row.loc["New License Code"],                row.loc["resource_role"]            )    return count