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Policy Templates

Pre-configured policy templates for common licensing scenarios. Use a template as a starting point and customize settings as needed.

Using templates
Pass the template code when creating a policy via the API. The template populates all default settings, which you can override individually.

Desktop App

Designed for traditional desktop applications that install on a fixed number of machines. Supports offline usage with periodic connectivity.

Template code: desktop_app

Best for: Desktop applications, IDE plugins, Creative tools, CAD software

SettingDefault Value
maxMachines2
requireFingerprinttrue
offlineAllowedtrue
offlineMaxDays14
durationDaysnull (permanent)
requireHeartbeatfalse
floatingfalse
isTrialfalse

CLI / Dev Tool

Optimized for command-line tools and developer utilities. Allows slightly more devices than desktop since developers often work across multiple machines.

Template code: cli_tool

Best for: Command-line tools, Build tools, Linters, Code generators

SettingDefault Value
maxMachines3
requireFingerprinttrue
offlineAllowedtrue
offlineMaxDays7
durationDaysnull (permanent)
requireHeartbeatfalse
floatingfalse
isTrialfalse

SaaS / Web App

For cloud-based software where users access the product from any device. Uses floating licenses with daily heartbeats to track active usage.

Template code: saas

Best for: Web applications, Cloud services, Subscription software, API products

SettingDefault Value
maxMachinesnull (unlimited)
requireFingerprintfalse
offlineAllowedfalse
floatingtrue
requireHeartbeattrue
heartbeatIntervalMinutes1440 (daily)
durationDays30
isTrialfalse

Free Trial

Time-limited evaluation license restricted to a single device. No offline access to encourage regular connectivity and conversion tracking.

Template code: trial

Best for: Evaluation periods, Demo access, Proof of concept, Limited beta access

SettingDefault Value
maxMachines1
requireFingerprinttrue
offlineAllowedfalse
isTrialtrue
trialDurationDays14
durationDays14
requireHeartbeatfalse
floatingfalse

Custom

For unique licensing requirements, use the custom template. All settings start with no defaults, giving you full control over every parameter.

  • Best for: Unique licensing models, hybrid online/offline, seat-based licensing, usage-based billing
  • All fields must be configured explicitly when using the custom template
  • Refer to the Policies API reference for all available settings

Choosing a Template

If your product is...UseWhy
Installed on customer machinesdesktop_appFingerprinted, offline-capable, 2 device limit
A developer tool used from terminalcli_tool3 devices for multi-machine workflows
Accessed via browser or APIsaasFloating, no fingerprint, daily heartbeats
Offered as a time-limited demotrial14-day expiry, single device, no offline
None of the abovecustomFull control over every setting