LOWERING LICENSE LEVELS
This document explains the differences between our license levels, and describes important steps that must
be completed before lowering your license level with Talend products. Talend offers three different license
levels: listed from advanced to basic, they are Master Data Management, Data Quality, and Data
Integration/ESB. Talend projects, jobs, and components are not compatible across each of the licenses
available, so if you lower a license without first performing the proper steps, the potential for critical
problems is high. This document will help you successfully lower your license with Talend products.
Understanding the three licenses and how they are layered

MDM is the most

advanced license available

All components from Data

DQ can use components
DI is the basic license
available

DI cannot use components
from Data Integration/ESB
from Master Data
DQ can switch between
Management or Data
included
projects and jobs from
Quality
MDM can switch between
Data Integration/ESB
Integration/ESB are
projects and jobs from


Data Quality and Data
Integration/ESB


license available
Quality and Data

DQ is the intermediate

MDM can be lowered to
Data Quality and Data
Integration/ESB license
DI cannot switch between
DQ cannot use MDM
projects or jobs from
projects or jobs
Master Data Management
DQ cannot use
or Data Quality
components from MDM



The only option below a
DQ can be lowered to
DI license is Talend Open
Data Integration/ESB
Studio
Licenses
The license used in Talend Administration Center enables an administrator to create and administrate
projects and users of different types. You can see what licenses you have available in Talend Administration
Center by navigating to the Menu tree > Settings > Licenses.
The table below describes what you can do in your product per your user type and license:
Talend Data Stewardship and Data Preparation are not bundled into the main
license structure and are add-on units.
PREPARATION & MIGRATION
The example used here will be downgrading from Master Data Management to Data Quality. If you are
downgrading from Master Data Management or Data Quality to Data Integration/ESB, the concept will be the
same.
Projects
You must create new projects inside of TAC with the project type of Data Quality or to the level of the license
you are downgrading to. To complete this part, you must log into TAC and locate Projects under the Menu
tree. Since you are not able to change the project type on an
existing project, you may duplicate a project, then select the
correct project type. If you are connecting to SVN or GIT, verify the
settings and URL are correct under the advanced settings after
duplicating the project.
Authorization
After the new project with the correct license level is created, you will not be able to see the project available
in Studio until you provide the users with permissions. Inside of TAC you will need to locate Project
Authorizations under the Menu tree. Here you must choose the new project and provide the users with the
desired permissions on the right side. In the Rights column, you can choose to give either Read Only or
Read/Write by choosing the icon with the person and pencil. If you have any groups, you will need to choose
the tab at the top center Authorization by User/Group to make sure the groups also have the proper
permissions.
Users
Log into TAC, navigate to the Menu tree, and locate Users. You must
lower the users from MDM to DQ (or the
desired license level) on the right-side
Note: Data
Preparation or
Talend Data
panel of each user that is selected. If
Stewardship will
applicable, you should verify that their
not be covered in
SVN or GIT user is correct.
depth, but if the
During this process, you should keep one
user is a Data
user at your current license level until the
Preparation or TDS
end of the downgrading project,
user be sure to
preferably the admin user.
check the Data
If you are unable to change the user type
Preparation User
you may not have the proper permissions, or the user may still be
box and select their
logged in.
desired roles.
To verify if the user is logged in, check the Users page of Talend
Administration Center. You can see which users are logged into the
Talend Studio, Talend Data Preparation, and Talend Administration
Center. Log them out if needed.
Migration
To begin this portion, log in as the user at your current license level, as discussed in the Users section.
When you start up your Studio, be sure to choose the existing projects that have your current license level. If
you are doing remote, you can verify the user that you are logging in with, so you know you are entering the
correct projects and have proper permissions.
Once you have logged into your current project, you will need to begin exporting your jobs into a specified
location.
To export a Job:
1. Right-click the Job, and select Export Job.
2. To the right of Select archive file, click Browse to
choose the destination and name for the Job ZIP
archive.
3. Select the Job Version.
4. Check the box to Export Dependencies.
5. Set Export type to Anonymous Job.
6. Check all Options.
7. Click Finish.
You will then want to log into the new project, which should be empty and have the license level you will be
downgrading to. Once you have logged into that project, you will need to import the jobs you previously
exported.
To import a Job:
1. Right-click Job Designs in the Repository view. Select the Import items option.
2. In the next window, browse to a root directory or an archive file path where your exported items are
stored. A list of items appears in the table.
3. Select the items you want to import. Choose the Overwrite existing items option if the items already
exist in your repository and you want to overwrite them.
4. Click Finish.
5. If the newly-imported items do not appear, click Refresh to refresh the Repository view.
Components
Once you have imported your jobs, you will want to test them in the new project and verify that the
components work and are not a part of the higher-level license that you plan to downgrade from. To confirm
that your components function properly, review the components reference guide.
If you have any schedules, it would be a best practice to verify the jobs run on the schedulers and any other
unique designs you may have implemented.
Once you have verified that your jobs run successfully on the new license platform, you can request the
downgraded license from your Customer Success Manager.