479 lines
22 KiB
Markdown
479 lines
22 KiB
Markdown
---
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stage: Fulfillment
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group: Purchase
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
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type: index, reference
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---
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# GitLab self-managed subscription **(PREMIUM SELF)**
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You can install, administer, and maintain your own GitLab instance.
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This page covers the details of your GitLab self-managed subscription.
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GitLab subscription management requires access to the Customers Portal.
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## Customers Portal
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GitLab provides the [Customers Portal](../index.md#customers-portal) where you can
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manage your subscriptions and your account details.
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Customers of resellers do not have access to this portal and should contact their reseller for any
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changes to their subscription.
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## Subscription
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The cost of a GitLab self-managed subscription is determined by the following:
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- [GitLab tier](https://about.gitlab.com/pricing/)
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- [Subscription seats](#subscription-seats)
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## Choose a GitLab tier
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Pricing is [tier-based](https://about.gitlab.com/pricing/), so you can choose
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the features that fit your budget. For information on the features available
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for each tier, see the
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[GitLab self-managed feature comparison](https://about.gitlab.com/pricing/self-managed/feature-comparison/).
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## Subscription seats
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A GitLab self-managed subscription uses a hybrid model. You pay for a subscription
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according to the [maximum number](#maximum-users) of users enabled during the subscription period.
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For instances that aren't offline or on a closed network, the maximum number of
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simultaneous users in the GitLab self-managed installation is checked each quarter.
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If an instance is unable to generate a quarterly usage report, the existing [true-up model](#users-over-license) is used.
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Prorated charges are not possible without a quarterly usage report.
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### View user totals
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You can view users for your license and determine if you've gone over your subscription.
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1. On the top bar, select **Menu > Admin**.
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1. On the left menu, select **Subscription**.
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The lists of users are displayed.
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#### Billable users
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A _billable user_ counts against the number of subscription seats. Every user is considered a
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billable user, with the following exceptions:
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- [Deactivated users](../../user/admin_area/moderate_users.md#deactivate-a-user) and
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[blocked users](../../user/admin_area/moderate_users.md#block-a-user) don't count as billable users in the current subscription. When they are either deactivated or blocked they release a _billable user_ seat. However, they may
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count toward overages in the subscribed seat count.
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- Users who are [pending approval](../../user/admin_area/moderate_users.md#users-pending-approval).
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- Members with the Guest role on an Ultimate subscription.
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- Users without project or group memberships on an Ultimate subscription.
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- GitLab-created service accounts:
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- [Ghost User](../../user/profile/account/delete_account.md#associated-records).
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- Bots such as:
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- [Support Bot](../../user/project/service_desk.md#support-bot-user).
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- [Bot users for projects](../../user/project/settings/project_access_tokens.md#bot-users-for-projects).
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- [Bot users for groups](../../user/group/settings/group_access_tokens.md#bot-users-for-groups).
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**Billable users** as reported in the `/admin` section is updated once per day.
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#### Maximum users
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The number of _maximum users_ reflects the highest number of billable users for the current license period.
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#### Users over license
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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.
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For example, if:
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- The license allows 100 users and
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- **Maximum users** is 150,
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Then this value would be 50.
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If the **Maximum users** value is less than or equal to 100, then this value is 0.
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A trial license always displays zero for **Users over license**.
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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).
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If you do not add these users during the renewal process, your license key will not work.
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### Tips for managing users and subscription seats
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Managing the number of users against the number of subscription seats can be a challenge:
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- If LDAP integration is enabled, anyone in the configured domain can sign up for a GitLab account.
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This can result in an unexpected bill at time of renewal.
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- If sign-up is enabled on your instance, anyone who can access the instance can sign up for an
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account.
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GitLab has several features which can help you manage the number of users:
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- Enable the [**Require administrator approval for new sign ups**](../../user/admin_area/settings/sign_up_restrictions.md#require-administrator-approval-for-new-sign-ups)
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option.
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- 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).
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- Enable the [User cap](../../user/admin_area/settings/sign_up_restrictions.md#user-cap)
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option. **Available in GitLab 13.7 and later**.
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- [Disable new sign-ups](../../user/admin_area/settings/sign_up_restrictions.md), and instead manage new
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users manually.
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- View a breakdown of users by role in the [Users statistics](../../user/admin_area/index.md#users-statistics) page.
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## Cloud licensing
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> Introduced in GitLab 14.1.
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Cloud licensing manages licenses for self-managed GitLab subscription plans. Cloud licensing includes:
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- Activation: Unlock plan features and activate your self-managed instance by using an activation code.
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- License sync: Sync subscription data between your self-managed instance and GitLab.
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### What cloud licensing includes
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#### Auto-renewals
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For renewals that occur on or after 2021-08-01, your subscriptions will auto-renew.
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You have the option to manually cancel in the Customers Portal any time until thirty (30) days before renewal.
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#### Cloud licensing
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You can activate and manage your GitLab licenses by using the Customers Portal.
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This feature was formerly known as Seat Link.
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#### Operational data
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Service data helps GitLab improve the product experience and provide proactive support.
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Most data is categorized as optional and can be disabled. Data that is categorized as
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operational, like number of issues, pipelines, merge requests, and version, is not configurable.
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Please see our [service usage privacy page](https://about.gitlab.com/handbook/legal/privacy/services-usage-data/)
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for details on what information is collected.
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#### Quarterly subscription reconciliation
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See the [quarterly subscription reconciliation section](../quarterly_reconciliation.md) for more information.
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### How cloud licensing works
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#### Add your license
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1. When you purchase a GitLab self-managed plan, an activation code is generated.
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This activation code is sent to the email address associated with the Customers Portal account.
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1. In GitLab, on the top bar, select **Menu > Admin**.
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1. On the left sidebar, select **Subscription** and paste the activation code in the text field.
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1. Select **Add license**.
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The page displays the details of the subscription.
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#### License sync
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Once a day, a job sends license data to the Customers Portal. This information automates activation,
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provisioning, co-terms, and renewals. The data is sent securely through an encrypted HTTPS connection
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to `customers.gitlab.com` on port `443`.
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This sync job runs daily around 3AM UTC. If the job fails, it is retried up to 12 times over approximately 17 hours.
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The daily job provides **only** the following information to the Customers Portal:
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- Date
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- Timestamp
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- License key
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- Historical maximum user count
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- Billable users count
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- GitLab version
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- Hostname
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- Instance ID
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- MD5 hash of license
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Example of a cloud licensing sync request:
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```json
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{
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"gitlab_version": "14.1.0-pre",
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"timestamp": "2021-06-14T12:00:09Z",
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"date": "2021-06-14",
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"license_key": "eyJkYXRhIjoiYlR2MFBPSEJPSnNOc1plbGtFRGZ6M
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Ex1mWWhyM1Y3NWFOU0Zj\nak1xTmtLZHU1YzJJUWJzZzVxT3FQRU1PXG5
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KRzErL2ZNd0JuKzBwZmQ3YnY4\nTkFrTDFsMFZyQi9NcG5DVEdkTXQyNT
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R3NlR0ZEc0MjBoTTVna2VORlVcbjAz\nbUgrNGl5N0NuenRhZlljd096R
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nUzd2JIWEZ3NzV2V2lqb3FuQ3RYZWppWVFU\neDdESkgwSUIybFJhZlxu
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Y2k0Mzl3RWlKYjltMkJoUzExeGIwWjN3Uk90ZGp1\nNXNNT3dtL0Vtc3l
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zWVowSHE3ekFILzBjZ2FXSXVQXG5ENWJwcHhOZzRlcFhr\neFg0K3d6Zk
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w3cHRQTTJMTGdGb2Vwai90S0VJL0ZleXhxTEhvaUc2NzVIbHRp\nVlRcb
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nYzY090bmhsdTMrc0VGZURJQ3VmcXFFUS9ISVBqUXRhL3ZTbW9SeUNh\n
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SjdDTkU4YVJnQTlBMEF5OFBiZlxuT0VORWY5WENQVkREdUMvTTVCb25Re
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ENv\nK0FrekFEWWJ6VGZLZ1dBRjgzUXhyelJWUVJGTTErWm9TeTQ4XG5V
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aWdXV0d4\nQ2graGtoSXQ1eXdTaUFaQzBtZGd2aG1YMnl1KzltcU9WMUx
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RWXE4a2VSOHVn\nV3BMN1VFNThcbnMvU3BtTk1JZk5YUHhOSmFlVHZqUz
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lXdjlqMVZ6ODFQQnFx\nL1phaTd6MFBpdG5NREFOVnpPK3h4TE5CQ1xub
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GtacHNRdUxTZmtWWEZVUnB3\nWTZtWGdhWE5GdXhURjFndWhyVDRlTE92
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bTR3bW1ac0pCQnBkVWJIRGNyXG5z\nUjVsTWJxZEVUTXJNRXNDdUlWVlZ
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CTnJZVTA2M2dHblc4eVNXZTc0enFUcW1V\nNDBrMUZpN3RTdzBaZjBcbm
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16UGNYV0RoelpkVk02cWR1dTl0Q1VqU05tWWlU\nOXlwRGZFaEhXZWhjb
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m50RzA5UWVjWEM5em52Y1BjU1xueFU0MDMvVml5R3du\nQXNMTHkyajN5
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b3hhTkJUSWpWQ1BMUjdGeThRSEVnNGdBd0x6RkRHVWg1M0Qz\nMHFRXG5
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5eWtXdHNHN3VBREdCNmhPODFJanNSZnEreDhyb2ZpVU5JVXo4NCtD\nem
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Z1V1Q0K1l1VndPTngyc1l0TU5cbi9WTzlaaVdPMFhtMkZzM2g1NlVXcGI
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y\nSUQzRnRlbW5vZHdLOWU4L0tiYWRESVRPQmgzQnIxbDNTS2tHN1xuQ3
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hpc29D\nNGh4UW5mUmJFSmVoQkh6eHV1dkY5aG11SUsyVmVDQm1zTXZCY
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nZQNGdDbHZL\ndUExWnBEREpDXG41eEhEclFUd3E1clRYS2VuTjhkd3BU
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SnVLQXgvUjlQVGpy\ncHJLNEIzdGNMK0xIN2JKcmhDOTlabnAvLzZcblZ
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HbXk5SzJSZERIcXp3U2c3\nQjFwSmFPcFBFUHhOUFJxOUtnY2hVR0xWMF
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d0Rk9vPVxuIiwia2V5IjoiUURM\nNU5paUdoRlVwZzkwNC9lQWg5bFY0Q
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3pkc2tSQjBDeXJUbG1ZNDE2eEpPUzdM\nVXkrYXRhTFdpb0lTXG5sTWlR
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WEU3MVY4djFJaENnZHJGTzJsTUpHbUR5VHY0\ndWlSc1FobXZVWEhpL3h
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vb1J4bW9XbzlxK2Z1OGFcblB6anp1TExhTEdUQVdJ\nUDA5Z28zY3JCcz
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ZGOEVLV28xVzRGWWtUUVh2TzM0STlOSjVHR1RUeXkzVkRB\nc1xubUdRe
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jA2eCtNNkFBM1VxTUJLZXRMUXRuNUN2R3l3T1VkbUx0eXZNQ3JX\nSWVQ
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TElrZkJwZHhPOUN5Z1dCXG44UkpBdjRSQ1dkMlFhWVdKVmxUMllRTXc5\
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nL29LL2hFNWRQZ1pLdWEyVVZNRWMwRkNlZzg5UFZrQS9mdDVcbmlETWlh
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YUZz\nakRVTUl5SjZSQjlHT2ovZUdTRTU5NVBBMExKcFFiVzFvZz09XG4
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iLCJpdiI6\nImRGSjl0YXlZWit2OGlzbGgyS2ZxYWc9PVxuIn0=\n",
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"max_historical_user_count": 75,
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"billable_users_count": 75,
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"hostname": "gitlab.example.com",
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"instance_id": "9367590b-82ad-48cb-9da7-938134c29088",
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"license_md5": "002f02470fe45ef6a333a4282aca6222"
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}
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```
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#### Sync subscription details
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You can manually sync your subscription details at any time.
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1. On the top bar, select **Menu > Admin**.
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1. On the left sidebar, select **Subscription**.
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1. In the **Subscription details** section, select **Sync subscription details**.
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A job is queued. When the job finishes, the subscription details are updated.
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#### Troubleshooting cloud licensing sync
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If the sync job is not working, ensure you allow network traffic from your GitLab instance
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to IP address `104.18.26.123:443` (`customers.gitlab.com`).
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## Obtain a subscription
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To subscribe to GitLab through a GitLab self-managed installation:
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1. Go to the [Customers Portal](https://customers.gitlab.com/) and purchase a GitLab self-managed plan.
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1. After purchase, an activation code is sent to the email address associated with the Customers Portal account.
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You must [add this code to your GitLab instance](../../user/admin_area/license.md).
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NOTE:
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If you're purchasing a subscription for an existing **Free** GitLab self-managed
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instance, ensure you're purchasing enough seats to
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[cover your users](../../user/admin_area/index.md#administering-users).
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## View your subscription
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If you are an administrator, you can view the status of your subscription:
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1. On the top bar, select **Menu > Admin**.
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1. On the left sidebar, select **License**.
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The **License** page includes the following details:
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- Licensee
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- Plan
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- When it was uploaded, started, and when it expires
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It also displays the following important statistics:
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| Field | Description |
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| 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. |
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| Billable users | The daily count of billable users on your system. The count may change as you block or add users to your instance. |
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| Maximum users | The highest number of billable users on your system during the term of the loaded license. |
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| Users over license | Calculated as `Maximum users` - `Users in License` for the current license term. This number incurs a retroactive charge that needs to be paid for at renewal. |
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## Export your license usage
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> Introduced in GitLab 14.6.
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If you are an administrator, you can export your license usage into a CSV:
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1. On the top bar, select **Menu > Admin**.
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1. On the left sidebar, select **Subscription**.
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1. In the top right, select **Export license usage file**.
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This file contains all the information GitLab needs to manually process quarterly reconciliations or renewals. If your instance is firewalled or air-gapped, you can provide GitLab with this information.
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The **License Usage** CSV includes the following details:
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- License key
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- Email
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- License start date
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- License end date
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- Company
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- Generated at (the timestamp for when the file was exported)
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- Table of historical user counts for each day in the period:
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- Date the count was recorded
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- Active user count
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NOTES:
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- All timestamps are displayed in UTC.
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- A custom format is used for [dates](https://gitlab.com/gitlab-org/gitlab/blob/3be39f19ac3412c089be28553e6f91b681e5d739/config/initializers/date_time_formats.rb#L7) and [times](https://gitlab.com/gitlab-org/gitlab/blob/3be39f19ac3412c089be28553e6f91b681e5d739/config/initializers/date_time_formats.rb#L13) in CSV files.
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## Renew your subscription
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To renew your subscription,
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[prepare for renewal by reviewing your account](#prepare-for-renewal-by-reviewing-your-account),
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then [renew your GitLab self-managed subscription](#renew-a-subscription).
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### Prepare for renewal by reviewing your account
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The [Customers Portal](https://customers.gitlab.com/customers/sign_in) is your
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tool for renewing and modifying your subscription. Before going ahead with renewal,
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log in and verify or update:
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- The invoice contact details on the **Account details** page.
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- The credit card on file on the **Payment Methods** page.
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NOTE:
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Contact our [support team](https://support.gitlab.com/hc/en-us/requests/new?ticket_form_id=360000071293)
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if you need assistance accessing the Customers Portal or if you need to change
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the contact person who manages your subscription.
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It's important to regularly review your user accounts, because:
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- Stale user accounts that are not blocked count as billable users. You may pay more than you should
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if you renew for too many users.
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- Stale user accounts can be a security risk. A regular review helps reduce this risk.
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#### Users over License
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A GitLab subscription is valid for a specific number of seats. The number of users over license
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is the number of _Maximum users_ that exceed the _Users in License_ for the current license term.
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You must pay for this number of users either before renewal, or at the time of renewal. This is
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known as the _true up_ process.
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To view the number of _users over license_ go to the **Admin Area**.
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##### Users over license example
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You purchase a license for 10 users.
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| Event | Billable members | Maximum users |
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|:---------------------------------------------------|:-----------------|:--------------|
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| Ten users occupy all 10 seats. | 10 | 10 |
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| Two new users join. | 12 | 12 |
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| Three users leave and their accounts are removed. | 9 | 12 |
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Users over license = 12 - 10 (Maximum users - users in license)
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### Add seats to a subscription
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The users in license count can be increased by adding seats to a subscription any time during the
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subscription period. The cost of seats added during the subscription
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period is prorated from the date of purchase through the end of the subscription period.
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To add seats to a subscription:
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1. Log in to the [Customers Portal](https://customers.gitlab.com/).
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1. Navigate to the **Manage Purchases** page.
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1. Select **Add more seats** on the relevant subscription card.
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1. Enter the number of additional users.
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1. Select **Proceed to checkout**.
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1. Review the **Subscription Upgrade Detail**. The system lists the total price for all users on the system and a credit for what you've already paid. You are only be charged for the net change.
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1. Select **Confirm Upgrade**.
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The following items are emailed to you:
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- A payment receipt. You can also access this information in the Customers Portal under [**View invoices**](https://customers.gitlab.com/receipts).
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- An activation code. [Add this code](../../user/admin_area/license.md) to your instance to use it.
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### Renew a subscription
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Starting 30 days before a subscription expires, GitLab notifies administrators of the date of expiry with a banner in the GitLab user interface.
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We recommend following these steps during renewal:
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1. Prior to the renewal date, prune any inactive or unwanted users by [blocking them](../../user/admin_area/moderate_users.md#block-a-user).
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1. Determine if you have a need for user growth in the upcoming subscription.
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in) and select the **Renew** button beneath your existing subscription.
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The **Renew** button remains disabled (grayed-out) until 15 days before a subscription expires.
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You can hover your mouse on the **Renew** button to see the date when it will become active.
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NOTE:
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If you need to change your [GitLab tier](https://about.gitlab.com/pricing/), contact our sales team via [the sales contact form](https://about.gitlab.com/sales/) for assistance as this can't be done in the Customers Portal.
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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.
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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.
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1. Review your renewal details and complete the payment process.
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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.
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1. [Add the activation code](../../user/admin_area/license.md) to your instance.
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An invoice is generated for the renewal and available for viewing or download on the [View invoices](https://customers.gitlab.com/receipts) page. If you have difficulty during the renewal process, contact our [support team](https://support.gitlab.com/hc/en-us/requests/new?ticket_form_id=360000071293) for assistance.
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## Upgrade your subscription tier
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To upgrade your [GitLab tier](https://about.gitlab.com/pricing/):
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1. Log in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in).
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1. Select the **Upgrade** button on the relevant subscription card on the
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[Manage purchases](https://customers.gitlab.com/subscriptions) page.
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1. Select the desired upgrade.
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1. Confirm the active form of payment, or add a new form of payment.
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1. Select the **I accept the Privacy Policy and Terms of Service** checkbox.
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1. Select **Purchase**.
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The following is emailed to you:
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- A payment receipt. You can also access this information in the Customers Portal under
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[**View invoices**](https://customers.gitlab.com/receipts).
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- A new activation code for your license.
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[Add the activation code](../../user/admin_area/license.md) to your instance.
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The new tier takes effect when the new license is activated.
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## Add or change the contacts for your subscription
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Contacts can renew a subscription, cancel a subscription, or transfer the subscription to a different namespace.
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To change the contacts:
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1. Ensure an account exists in the
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[Customers Portal](https://customers.gitlab.com/customers/sign_in) for the user you want to add.
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1. Verify you have access to at least one of
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[these requirements](https://about.gitlab.com/handbook/support/license-and-renewals/workflows/customersdot/associating_purchases.html).
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1. [Create a ticket with the Support team](https://support.gitlab.com/hc/en-us/requests/new?ticket_form_id=360000071293). Include any relevant material in your request.
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## Subscription expiry
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When your license expires, GitLab locks down features, like Git pushes
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and issue creation. Then, your instance becomes read-only and
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an expiration message is displayed to all administrators.
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For GitLab self-managed instances, you have a 14-day grace period
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before this occurs.
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- To resume functionality, acticate a new license.
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- To fall back to Free features, delete the expired license.
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## Contact Support
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Learn more about:
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- The tiers of [GitLab Support](https://about.gitlab.com/support/).
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- [Submit a request via the Support Portal](https://support.gitlab.com/hc/en-us/requests/new).
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We also encourage all users to search our project trackers for known issues and
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existing feature requests in the [GitLab](https://gitlab.com/gitlab-org/gitlab/-/issues/) project.
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These issues are the best avenue for getting updates on specific product plans
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and for communicating directly with the relevant GitLab team members.
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## Troubleshooting
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### Credit card declined
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If your credit card is declined when purchasing a GitLab subscription, possible reasons include:
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- The credit card details provided are incorrect.
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- The credit card account has insufficient funds.
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- You are using a virtual credit card and it has insufficient funds, or has expired.
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- The transaction exceeds the credit limit.
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- The transaction exceeds the credit card's maximum transaction amount.
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Check with your financial institution to confirm if any of these reasons apply. If they don't
|
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apply, contact [GitLab Support](https://support.gitlab.com/hc/en-us/requests/new?ticket_form_id=360000071293).
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