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-rw-r--r--doc/subscriptions/self_managed/index.md47
1 files changed, 23 insertions, 24 deletions
diff --git a/doc/subscriptions/self_managed/index.md b/doc/subscriptions/self_managed/index.md
index e5114b092da..b5436b6cb72 100644
--- a/doc/subscriptions/self_managed/index.md
+++ b/doc/subscriptions/self_managed/index.md
@@ -46,7 +46,7 @@ according to the [maximum number](#maximum-users) of users enabled during the su
For instances that aren't offline or on a closed network, the maximum number of
simultaneous users in the GitLab self-managed installation is checked each quarter.
-If an instance is unable to generate a quarterly usage report, the existing [true up model](#users-over-license) is used.
+If an instance is unable to generate a quarterly usage report, the existing [true up model](#users-over-subscription) is used.
Prorated charges are not possible without a quarterly usage report.
### View user totals
@@ -82,20 +82,20 @@ billable user, with the following exceptions:
The number of _maximum users_ reflects the highest number of billable users for the current license period.
-#### Users over license
+#### Users over subscription
-The number of _users over license_ shows how many users are in excess of the number allowed by the license. This number reflects the current license period.
+The number of _users over subscription_ shows how many users are in excess of the number allowed by the subscription. This number reflects the current subscription period.
For example, if:
-- The license allows 100 users and
+- The subscription allows 100 users and
- **Maximum users** is 150,
Then this value would be 50.
If the **Maximum users** value is less than or equal to 100, then this value is 0.
-A trial license always displays zero for **Users over license**.
+A trial license always displays zero for **Users over subscription**.
If you add more users to your GitLab instance than you are licensed for, payment for the additional users is due [at the time of renewal](../quarterly_reconciliation.md).
@@ -110,6 +110,7 @@ The user must not be assigned any other role, anywhere in the instance.
[a set of permissions](../../user/permissions.md#project-members-permissions).
- If your project is public, all users, including those with the Guest role
can access your project.
+- A user's highest assigned role is updated asynchronously and may take some time to update.
NOTE:
If a user creates a project, they are assigned the Maintainer or Owner role.
@@ -129,7 +130,7 @@ GitLab has several features which can help you manage the number of users:
- Enable the [**Require administrator approval for new sign ups**](../../user/admin_area/settings/sign_up_restrictions.md#require-administrator-approval-for-new-sign-ups)
option.
-- Enable `block_auto_created_users` for new sign-ups via [LDAP](../../administration/auth/ldap/index.md#basic-configuration-settings) or [OmniAuth](../../integration/omniauth.md#configure-initial-settings).
+- Enable `block_auto_created_users` for new sign-ups via [LDAP](../../administration/auth/ldap/index.md#basic-configuration-settings) or [OmniAuth](../../integration/omniauth.md#configure-common-settings).
- Enable the [User cap](../../user/admin_area/settings/sign_up_restrictions.md#user-cap)
option. **Available in GitLab 13.7 and later**.
- [Disable new sign-ups](../../user/admin_area/settings/sign_up_restrictions.md), and instead manage new
@@ -269,7 +270,7 @@ It also displays the following information:
| Users in License | The number of users you've paid for in the current license loaded on the system. The number does not change unless you [add seats](#add-seats-to-a-subscription) during your current subscription period. |
| Billable users | The daily count of billable users on your system. The count may change as you block, deactivate, or add users to your instance. |
| Maximum users | The highest number of billable users on your system during the term of the loaded license. |
-| Users over license | Calculated as `Maximum users` - `Users in License` for the current license term. This number incurs a retroactive charge that must be paid before renewal. |
+| Users over subscription | Calculated as `Maximum users` - `Users in subscription` for the current license term. This number incurs a retroactive charge that must be paid before renewal. |
## Export your license usage
@@ -279,7 +280,7 @@ If you are an administrator, you can export your license usage into a CSV:
1. On the top bar, select **Main menu > Admin**.
1. On the left sidebar, select **Subscription**.
-1. In the top right, select **Export license usage file**.
+1. In the upper right, select **Export license usage file**.
This file contains the information GitLab uses to manually process quarterly reconciliations or renewals. If your instance is firewalled or an offline environment, you must provide GitLab with this information.
@@ -327,18 +328,18 @@ It's important to regularly review your user accounts, because:
if you renew for too many users.
- Stale user accounts can be a security risk. A regular review helps reduce this risk.
-#### Users over License
+#### Users over subscription
-A GitLab subscription is valid for a specific number of seats. The number of users over license
-is the number of _Maximum users_ that exceed the _Users in License_ for the current license term.
+A GitLab subscription is valid for a specific number of seats. The number of users over subscription
+is the number of _maximum users_ that exceed the users in subscription for the current subscription term.
You must pay for this number of users either before renewal, or at the time of renewal. This is
-known as the _true up_ process.
+called the _true up_ process.
-To view the number of _users over license_ go to the **Admin Area**.
+To view the number of users over subscription go to the **Admin Area**.
-##### Users over license example
+##### Users over subscription example
-You purchase a license for 10 users.
+You purchase a subscription for 10 users.
| Event | Billable users | Maximum users |
|:---------------------------------------------------|:-----------------|:--------------|
@@ -346,7 +347,7 @@ You purchase a license for 10 users.
| Two new users join. | 12 | 12 |
| Three users leave and their accounts are removed. | 9 | 12 |
-Users over license = 12 - 10 (Maximum users - users in license)
+Users over subscription = 12 - 10 (Maximum users - users in license)
### Add seats to a subscription
@@ -387,7 +388,7 @@ You can hover your mouse on the **Renew** button to see the date when it will be
If you need to change your [GitLab tier](https://about.gitlab.com/pricing/), contact our sales team with [the sales contact form](https://about.gitlab.com/sales/) for assistance as this can't be done in the Customers Portal.
1. In the first box, enter the total number of user licenses you'll need for the upcoming year. Be sure this number is at least **equal to, or greater than** the number of billable users in the system at the time of performing the renewal.
-1. Enter the number of [users over license](#users-over-license) in the second box for the user overage incurred in your previous subscription term.
+1. Enter the number of [users over subscription](#users-over-subscription) in the second box for the user overage incurred in your previous subscription term.
1. Review your renewal details and complete the payment process.
1. An activation code for the renewal term is available on the [Manage Purchases](https://customers.gitlab.com/subscriptions) page on the relevant subscription card. Select **Copy activation code** to get a copy.
1. [Add the activation code](../../user/admin_area/license.md) to your instance.
@@ -397,9 +398,9 @@ An invoice is generated for the renewal and available for viewing or download on
### Automatic subscription renewal
When a subscription is set to auto-renew, it renews automatically on the
-expiration date without a gap in available service. Subscriptions purchased through Customers Portal are set to auto-renew by default.
+expiration date (at midnight UTC) without a gap in available service. Subscriptions purchased through Customers Portal are set to auto-renew by default.
The number of user licenses is adjusted to fit the [number of billable users in your instance](#view-user-totals) at the time of renewal.
-Before auto-renewal you should [prepare for the renewal](#prepare-for-renewal-by-reviewing-your-account). To auto-renew your subscription,
+Before auto-renewal you should [prepare for the renewal](#prepare-for-renewal-by-reviewing-your-account) at least 2 days before the renewal date, so that your changes synchronize to GitLab in time for your renewal. To auto-renew your subscription,
you must have enabled the [synchronization of subscription data](#subscription-data-synchronization).
You can view and download your renewal invoice on the Customers Portal
@@ -477,10 +478,8 @@ If you have a license file or key, you can activate it [in the Admin Area](../..
## Contact Support
-Learn more about:
-
-- The tiers of [GitLab Support](https://about.gitlab.com/support/).
-- [Submit a request via the Support Portal](https://support.gitlab.com/hc/en-us/requests/new).
+- See the tiers of [GitLab Support](https://about.gitlab.com/support/).
+- [Submit a request](https://support.gitlab.com/hc/en-us/requests/new) through the Support Portal.
We also encourage all users to search our project trackers for known issues and
existing feature requests in the [GitLab](https://gitlab.com/gitlab-org/gitlab/-/issues/) project.
@@ -492,7 +491,7 @@ and for communicating directly with the relevant GitLab team members.
### Subscription data fails to synchronize
-If the synchronization job is not working, ensure you allow network traffic from your GitLab
+If the synchronization job is not working, ensure you allow network traffic from your GitLab
instance to IP addresses `172.64.146.11:443` and `104.18.41.245:443` (`customers.gitlab.com`).
### Credit card declined