2d designer license management user guide€¦ · · 2011-06-152d designer license management...

2D DESIGNER License Management User Guide

© Copyright 2008, PROCAD Software

The contents of this document are the property of PROCAD Software, and are

subject to change without notice. No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language,

without the written permission of PROCAD Software

PROCAD Software 12 Elbow River Road

Calgary, Alberta Canada, T3Z 2V2

www.procad.com

2D DESIGNER License Management User Guide License Management

Page ii

Trademarks This manual makes reference to the following products. These products are registered trademarks of their manufacturers:

®AutoCAD is a registered trademark of Autodesk Inc. ®Windows is a registered trademark of Microsoft Corporation ®Pentium is a registered trademark of Intel Corporation ©AutoORTHO 1992- 2008 by PROCAD Software ©AutoISO 1993-2008 by PROCAD Software ©AutoELECTRIC 1993- 2008 by PROCAD Software ©AutoFLOW 1990- 2008 by PROCAD Software CrypKey is a trademark of CrypKey (Canada) Inc. ®2D DESIGNER is a registered trademark of PROCAD Software

Other products mentioned are trademarks of their respective companies.

2D DESIGNER License Management User Guide Table of Contents

Table of Contents

License Management ....................................................................................... 5 Introduction .............................................................................................................5 Configuration Options .............................................................................................5

Configuration 1.....................................................................................................6 Configuration 2.....................................................................................................6 Configuration 3.....................................................................................................6 Configuration 4.....................................................................................................6

License Application Options ...................................................................................7 Modes of Operation .................................................................................................8

Normal Mode........................................................................................................8 Server Mode..........................................................................................................8 Client Mode ..........................................................................................................8

Procedures ........................................................................................................ 9 PROCAD’s License Manager .................................................................................9

Introduction...........................................................................................................9 PROCAD’s License Manager Procedures...............................................................9

Opening the License Manager ..............................................................................9 Viewing License Status ......................................................................................10 Purchasing Licenses............................................................................................10 Requesting Site License......................................................................................11 Applying Site License.........................................................................................11 Viewing Floating Licenses .................................................................................12 Uninstall and Removing Application Licenses ..................................................12

Configuring Servers with the Enterprise License Manager (ELM) ......................14 Introduction.........................................................................................................14 Configuration Procedure.....................................................................................14 Viewing Lists of Clients and Servers .................................................................21 Transferring Licenses Between Server Machines ..............................................23 Sample CES.INI file ...........................................................................................25

Configuring Workstations with the CLC Wizard..................................................27 Introduction.........................................................................................................27 Configuration Procedure.....................................................................................27 Sample CEC.INI file...........................................................................................31

Dialog Boxes ................................................................................................... 33 License Manager Dialog Box ................................................................................33 Floating Licenses Dialog Box ...............................................................................34 Uninstall and Remove Licenses Dialog Boxes......................................................36 License Service Options Dialog Box.....................................................................38


License Management

Introduction Licenses may be purchased from PROCAD Software as standalone or concurrent. Standalone licenses, once activated, are only accessible by one machine. Concurrent licenses exist in a pool, and may be accessed across a company’s network from any computer. The maximum number of users that may work at the same time will be equal to the number of concurrent licenses in the pool.

The installation of the software, along with the type of license purchased, will define the manner in which licenses will be managed, and the procedures that are allowed.

For more information about installation, please refer to the Installation Guide.

Configuration Options There are many configuration options available for installation. Below is a chart with some of the most common configurations:

Configuration

1 Configuration

2 Configuration

3 Configuration

4 Applications

Data Files

Licensing


Legend

Workstation installation

Network server #2 installation

Network server #1 installation

Configuration 1 This configuration represents a truly standalone installation. The user has a standalone license and will not be sharing data with any other users.

This configuration should be used when the software is being evaluated and for a single-user environment.

Configuration 2 This configuration represents the situation where there are multiple users that need to share data, but have standalone licenses. In this scenario, the data files must first be installed onto a network location before the individual workstations have the applications and licenses installed.

This configuration is most often used for small companies that have chosen standalone licenses but must still share data.

Configuration 3 This configuration represents the situation where it is desired to have the data and the licenses on the same network server, and only the applications reside on the workstations. In this example, the data files and licenses need to be installed on the server before the applications are installed on the individual workstations.

This configuration is most often used for small or medium companies that have concurrent or networked licenses, and prefer to keep all of the 2D DESIGNER files on one server, or when only one network server is available.

Configuration 4 This configuration represents the situation where it is desired to have the data and the licenses installed on separate servers. In this example, the data files and licenses need to be installed on the servers before the applications are installed on the individual workstations.


This configuration is most often used for small through large companies that have concurrent or networked licenses, and have multiple servers available for selection. Commonly, one server has already been designated for licenses for other applications and a second server already contains data for the drafting department.

The four configurations above are the most common installation options encountered. However, it is possible to install the applications onto a network server as well, introducing a number of new configuration possibilities.

For all installation configurations, it is important to do the portions of the installations that you wish to have reside on any network server before the individual users’ installation is completed.

License Application Options There are three License Applications that may be installed, based on the configuration chosen during the installation.

PROCAD’s

License Manager CrypKey’s

Enterprise License Manager (ELM)

CrypKey’s Client License

Configuration Wizard (CLC)

Configuration Installed for standalone configurations and license servers.

Installed for license servers only.

Installed for workstations only.

Application

Mode Normal Server Client Procedures Request license

codes Apply license codes Uninstall and remove licenses

View license status

Transfer licenses. View list of computers acting as clients or servers

Specify which machines or workgroups may access the licenses.

Specify on which domains to look for a license

Specify on which machines to look for a license

Enable a client application to look on the network for a license.

Manuals License Management User Guide

ELM User Guide NLM User Guide License Management User Guide

CLC User Guide License Management User Guide

Relevant Files

*.ckn *.ces *.cec


Modes of Operation

Normal Mode This mode would typically be used when the license is located locally on the user’s computer.

Server Mode This mode allows sharing of floating license with other computers running in Client mode. Server Mode also provides the functionality of license transfers between servers across the network. Note that a ‘Server’ within the context of CrypKey operating modes, does not refer to a physical server on a network. It is actually a state of operation. An end user computer on a network can be switched to Server Mode, in order to serve licenses to other clients or to transfer licenses.

Client Mode A computer operating in this mode would be able to use a floating license that is being shared by a second machine operating as a Server.

2D DESIGNER License Management User Guide Procedures

Procedures

PROCAD’s License Manager

Introduction The License Manager allows you to work with your PROCAD application licenses. Using the License Manger you can:

View license status for each module or application Purchase additional licenses Request license codes Apply license codes View the floating license usage Uninstall and Remove application licenses

Warning: Never move the license folder to a new location. Moving this folder

invalidates all current licenses. If for some reason you must place the license folder in an alternate location, contact PROCAD technical support for assistance.

PROCAD’s License Manager Procedures

Opening the License Manager

To open the License Manager... Click on the License Manager icon in the 2D DESIGNER V2008 folder.

The License Manager dialog box appears.


Viewing License Status You can view current license information for specific applications using the License Manager dialog box.

To view license information...

1. In the Applications field, click the module or application for which you want to view license data. If the module or application has active licensing, these fields display data:

License name and location: This directory is selected when you perform the initial installation.

Licenses (number of) Duration Level

2. If licensing options are available for the selected item, the Display button activates. Click this button to view the options list. The option items you currently own are highlighted.

Purchasing Licenses You can purchase additional software licenses from PROCAD Software Ltd. at any time.

To purchase licenses…

Contact sales at: [email protected] phone (403) 216-3375 fax (403) 216-3378


Requesting Site License If the computer you are installing from has access to the Internet:

1. Open the License Manager dialog box using the shortcut in the 2D DESIGNER folder.

2. Press the License Online button in the License Manager. It may take a few moments for the web page to appear.

3. Complete the required information on the form.

4. Click the Submit button at the bottom of the web page. The licenses will be returned to you via e-mail.

If the computer you are installing from does not have access to the Internet:

1. Open the License Manager dialog box using the shortcut in the 2D DESIGNER folder.

2. In the Applications list, select the application for which you want an additional license. A site code displays in the site code field.

3. Copy the alpha numeric code into a text file.

4. Repeat for all applications that you have purchased or that you wish to evaluate.

5. If the computer you are installing from is located on a network, save the text file on the network so that it may be accessed from another machine with an Internet connection. This file may then be e-mailed to [email protected].

Otherwise, print the text file and fax to (403) 216-3378.

Applying Site License

1. When you receive you site key code by email, open the License Manager dialog box.

2. In the Applications list, click the application for which you received a Site Key.

3. Ensure the Site Code appears in the Site Code field.

Important: If an error message appears in this field it is possible that all available licenses are in use at workstations. Instruct one user to shut down the application (to free up a license) then repeat step 2.

4. In the Site Key field, enter the Site Key you received from PROCAD. Note: If you copied the Site Key from the PROCAD email, you can paste it into the field using the Paste button to the right of the Site Key field.

5. Click the Save button to the right of the Site Key field.

Your license, options, and duration update to reflect the new license arrangement.


Viewing Floating Licenses You can view this floating license information in the Floating Licenses dialog box:

List of licenses currently in use Date and time of purchase Name of the computer where the license currently operates Login name of the user

To view floating license information...

1. In the Application list of the License Manager dialog box, click an application. If there are current licenses for this application, the Licenses, Duration, Level etc. field populate.

2. Click the Floating Licenses button to open a dialog box where you can view floating license information.

Uninstall and Removing Application Licenses

Critical: This procedure removes application licenses from your system. Do not perform this procedure unless requested by PROCAD Software Ltd.

To remove application licenses...

1. From the File menu, click on Uninstall and Remove License.

2. Do one of the following:

Click Yes to confirm that you wish to delete licenses. The Uninstall and Remove License Option dialog box appears.

Click No to close the dialog box without deleting the licenses.

3. Activate the checkboxes of all applications whose licenses you wish to uninstall.


Do one of the following:

Click Uninstall to uninstall the licenses. The Uninstall and Remove License Confirmation dialog box appears.

Click No to close the dialog box without deleting the licenses

4. To send the uninstall codes to PROCAD, do one of the following:


Click the Email button to automatically create an e-mail with the uninstall codes in the message body

Click Print to print out a completed fax form to send to PROCAD Support. The fax number is at the top of the printout.

Copy the displayed confirmation code to the clipboard using the Copy button to the right of the field. Paste the confirmation code into an e-mail and send it to [email protected]

5. If you have not done so, click OK to close the Uninstall and Remove License Confirmation dialog box.

Configuring Servers with the Enterprise License Manager (ELM)

Introduction The Enterprise License Manager (ELM) is used to manage the configuration of a license server on a network. This configuration tool allows for the definition of which clients may use licenses, as well as allowing the transfer of licenses between license servers.

This utility is installed in the application folder on the server machine and allows for the following procedures:

Specify which machines or domains may access the licenses. View list of computers acting as clients or servers Transfer licenses.

Configuration Procedure

1. The first step is to start EnterpriseLicenseManager.exe. Double-click on the icon located in the 2D DESIGNER V2008 folder.

2. After you’ve started the .exe, select the license file or existing configuration file from the browse screen. The configuration file will have the extension ced.ini. However, if the computer has the folder view options set to “hide known extensions”, then all you will see is the .ced extension.


3. Select the .ced configuration file for your application.

The License Domains tab displays. From here you can select the domains that may access your license.


4. You can exclude certain domains from accessing your license. Use the Up Dn buttons, to change the access priority of the served domains: domains at the top of the list will have access to a license before those lower on the list. Use the Del button to remove items from the list.

5. Move to License Machines tab. From here you may assign which computers can or cannot access the license on your computer.


6. The next tab is the Licensed Users screen. It performs the same functions as the previous screens, except for users. Select which users you want to include and which you want to exclude.


7. At the last screen, you can select to activate the server process for the license.


8. Click Apply to save the configuration and to start serving the license to the network.


Viewing Lists of Clients and Servers The View menu provides several views:

Network Client view: This view shows which users are accessing a network license, and will create a file called ELM.LOG containing output of the view.

There must be a valid network license to be able to see information on network clients.


All CrypKey Servers: This view shows all other systems on the network that are running in server mode. These Servers may not have licenses available for users or for transfer.

CrypKey Servers with Available Licenses: This view will show all other systems on the network that are running in Server mode, and have licenses available for use or transfer:


Transferring Licenses Between Server Machines This is the screen you use to manage the transferring of licenses. To access it, select the Transfer License command from the Action menu.


Servers with licenses are listed on the left of the screen. All Servers are listed on the right of the screen, including those that do not have a license.

To transfer a license:

1. Select the source server on the left.

2. Select the target server on the right.

3. Select the number of licenses you want to transfer.

4. Click on the Transfer button.

The transfer process will take approximately fifteen seconds, but may vary. Once the transfer process is done, the server lists refresh and you will see the computer appear in the lefthand list (if it has received its license correctly). This shows this server now has available license (s).

Some notes about license transfers There are a few things to be aware of when transferring licenses:

a. The license transfers can be used to add licenses to, or remove licenses from, an existing pool of floating licenses.

b. You can transfer a license to a computer that does not have a license.


c. You can transfer (add) a license to a computer that has a floating license.

d. You cannot transfer a license to a computer that has a fixed license. If you try this, the transfer will fail.

e. In order for a computer to appear on the ‘Servers with Available Licenses’ list, it must have at least one floating license available, and be running in server mode.

f. You can not transfer licenses that have different authorizations. So if one server has different options enabled than the machine you are transferring from, you can not transfer the license.

The license transfer is PERMANENT, and has no expiry. PROCAD is not responsible for tracking the transfer of licenses, and will still require proof of license uninstallation in order to reissue licenses or upgrade licenses.

Please contact [email protected] with any questions or concerns.

Sample CES.INI file The ces.ini file contains the setting you configured for the license:

Example.ces.ini: [INCLUDED_DOMAINS] E1=PRIMARY [EXCLUDED_DOMAINS] E1=REDATA E2=CKTEST [INCLUDED_MACHINES] E1=PDOELL4 E2=COREDATA2 E3=CRYPKEY03 [EXCLUDED_MACHINES] E1=LAPTOP1 E2=CRYPKEY04


[INCLUDED_USERS] E1=bwilson E2=ckoch E3=dwatson [EXCLUDED_USERS] E1=bschneider E2=gmoore E3=krbtgt [GENERAL] STATUS=Enabled For more information please refer to the Network License Manager User Guide.


Configuring Workstations with the CLC Wizard

Introduction The Client License Configuration (CLC) wizard is used to manage license configuration of a client on a network. This configuration tool is used to define where on the network the client application should look for a license.

The utility is installed in the application folder on the client machine and allows for the following procedures:

Specify on which domains to look for a license Specify on which machines to look for a license Enable a client application to look on the network for a license.

Configuration Procedure

1. The first step is to start ClientLicenseConfig.exe. Double-click on the icon located in the 2D DESIGNER V2008 folder.

2. After you’ve started the .exe, select the license file or existing configuration file from the browse screen. The configuration file will have the extension cec.ini. However, if the computer has the folder view options set to “hide known extensions”, then all you will see is the .cec extension.


3. Select the .cec configuration file for your application.

4. Select Open. The Client Properites screen appears, on the License Domains tab.

5. In the License Domains tab, you can specify the domains to search. You can also control the order in which they will be searched by using the Up and Dn (down) buttons. Click these buttons to adjust the position of the domains in the search queue. The order of search is top to bottom in the list.


6. In this example, the Primary domain (the domain where the client computer is located) is searched first; if no license is found in the Primary domain, CKTEST and REDATA are searched, in that order.

7. Instead of, or in addition to searching domains, you may choose to specify the servers (License Machines) to search on for a license. If you are going to directly specify the servers (License Machine) where the license is located, select NOT_APPLICABLE. In this case NOT_APPLICABLE would be the ONLY entry in the include list.

8. You can also exclude domains from the search as shown in Figure 3.

9. Now click on the License Machines tab. In the License Machines page you can specify which computers to search for a license. While this screen populates, you will see a message that says “Initializing Data”; shortly after you will see a list of machines appear. This is a list of all the computers on the network, so it may take a while to compile.


10. You may choose to search ALL the computers.

Note: If you have selected NOT_APPLICABLE in the License Domains page (meaning the search isn’t filtered by domain), then the ‘ALL’ option is not available and you must add the individual computers to the Include list. If you have selected some domains to search, and choose ‘ALL’, then all the computers in the selected domains will be searched. As in the License Domains page, you can also control the search order for the computers in the Include list by rearranging the order using the Up and Dn buttons.

11. Now click on the Status tab. The Status page allows you to activate the Client License Configuration wizard to look for licenses on the network using the parameters you have defined.

12. Select Enabled and the client will be ready to look on the network for a license. Selecting Disabled allows the client to use a normal license, i.e a license installed on the local computer.


Sample CEC.INI file This is an example of what you could expect to see in the example.cec.ini file.

[INCLUDED_DOMAINS]

E1=ALL

[INCLUDED_MACHINES]

E1=ALL

[GENERAL]

STATUS=Enabled

Once the first workstation is configured, the CEC.INI file may be redistributed to other workstations in place of going through this procedure.

For more information please refer to the Client License Configuration Wizard User Guide.

2D DESIGNER License Manager User Guide Dialog Boxes

Dialog Boxes

License Manager Dialog Box Use this dialog to:

View license status Purchase additional licenses Access the Floating Licenses dialog box Access the Uninstall and Remove License dialog box Access the License Service Options dialog box

To access this dialog box... Open the License Manager dialog box using the shortcut in the 2D DESIGNER folder.

In this field… Do this…

Applications List Click the application for which you want to view or change license information.

License Field and Button

Nothing. This field displays current license location. You can relocate the license using the Select Folder button to the right of the field.

Level Nothing. This field displays user level for the license for the application selected in the Applications list.

Licenses Nothing. Displays the number for licenses for the application selected in the Applications list.



Options Display button

If active, click to view options associated with the selected application. Not all applications have associated options.

Duration Nothing. This field displays the remaining license period for the selected application.

Site Code and Copy Button

Displays the Site Code for the selected application.

Use the Copy button to copy this code to the clipboard.

Site Key & Paste and Save Buttons

Uses this field to enter Site Key for a new application.

Use the Paste button to paste a Site Key copied from an email.

Use the Save button to save the new license information.

OK Click to close this dialog box

Floating Licenses Click to access the Floating Licenses dialog box where you can view floating license information for the application you select in the Applications List.

Options Click to display a dialog box that allows you to set the time for the query buffer and the network timeout. The Query Buffer is the frequency that the application communicates with the License Server to indicate that the license is still in use. This should be less than 50% of the Network Timeout setting. The Network Timeout is the amount of time that needs to elapse before an inactive application will return or lose its license. The internal count up is reset to zero every time that the license is queried. A warning or error status will appear on one or both of these values if they are set to inappropriate values.

License Online Click to license the product through the website. This will take you to http://www.procad.com/license.php

Apply Site Key Click to apply the site key for the product.

Help Click to access Help for this dialog box.

Floating Licenses Dialog Box Use this dialog box to view a list of all licenses for the selected application. This dialog box displays:


A list of licenses currently in use The date and time of when the license was opened The name of the computer where the license currently operates The login name of the user

To access this dialog box... In the License Manager dialog box, click the Floating Licenses button. You may also select Floating Licenses from the File menu.


License List area Nothing. You cannot modify any license information from this dialog box.

Refresh Click to update the dialog box display with the most current information.

Clear Click to remove all licenses from the list. Perform this task as part of revalidating licenses from individual workstations. Licenses reappear as they are automatically validated from individual workstations. Clearing the list will not affect workstation performance.

Close Click to close the dialog box and return to the License Manager dialog box.



Uninstall and Remove Licenses Dialog Boxes Use this dialog box to reset the license count for the currently selected application to zero.

Do not use this dialog box unless instructed by a representative of PROCAD Software Ltd.

To access this dialog box... In the License Manager dialog box, click the icon on the top left hand side, in the title bar. From the menu, click on Uninstall and Remove License.

OR

From the File menu, click the Uninstall and Remove Licenses option


Yes Click to delete all licenses for the application selected in the License Manager dialog box. The Uninstall and Remove License Confirmation dialog box appears.

No Click to close this dialog box and return to the License Manager dialog box without deleting any licenses.



Uninstall Click to delete all licenses for the application selected. The Uninstall and Remove License Confirmation dialog box appears.

Cancel Click to close this dialog box and return to the License Manager dialog box without deleting any licenses.




OK Click to close Uninstall and Remove License Confirmation dialog box appears.

Email Click the Email button to automatically create an e-mail with the uninstall codes in the message body

Print Click Print to print out a completed fax form to send to PROCAD Support. The fax number is at the top of the printout.


License Service Options Dialog Box Use this dialog box to view and set the time settings for the license service. This dialog box displays:

The Query Buffer time The Network Timeout setting Warnings or errors associated with the current settings


To access this dialog box... In the License Manager dialog box, click the Options button.

In this field… Do this… Query Buffer Drag the tab to the right to increase the Query Buffer time

or drag the tab to the left to decrease the Query Buffer time. The Query Buffer is the frequency that the application communicates with the License Server to indicate that the license is still in use. This should be less than 50% of the Network Timeout setting.

Network Timeout Drag the tab to the right to increase the Network Timeout time or drag the tab to the left to decrease the Network Timeout time. The Network Timeout is the amount of time that needs to elapse before an inactive application will return or lose its license. The internal count up is reset to zero every time that the license is queried.

OK Click to accept the current settings and to close the dialog box and return to the License Manager dialog box.

Close Click to close the dialog box and return to the License Manager dialog box.


2d designer license management user guide€¦ · · 2011-06-152d designer license management...

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