License

The License dialog box appears with the options:

• AutoPass licensing: Import one or more AutoPass license files to the AutoPass license database then select Setup.

  • Import License File - click to locate and import a license file.

    IMPORTANT: From Content Manager 10.0 the supported AutoPass Explicit license key file format is .XML, rather than .DAT. As a result if at any time after upgrading to Content Manager 10.0+ and you need to import or change your license, e.g. setting up a new environment, or purchase additional modules/seats/volume, you will need to get new XML license keys for all those that you have previously downloaded and imported into Content Manager. For existing customers, you should contact your regional Sales and Support Renewal team to get access to the XML format license files.

  • Setup - enter the customer name to extract license keys from the AutoPass license database.

  • Clear - use this option when importing a new Autopass license, for example, when you're upgrading your DAT license files to XML license files. Click to delete the Autopass license database folder and any keys held within that folder. The license information is also cleared.

• Other licensing options: Use an evaluation license or enter a special internal license file if you have been provided with one.

  • Evaluation Copy - click for a 90-day evaluation of Content Manager. Do not use on an already licensed system.
  • Internal License File - click to locate and import an internal license file

• Display License - click for license details:

  • Customer Name - Content Manager license name.

  • User types and numbers - these are the number of licensed users per user type that can use the system.

    IMPORTANT: CM Select has 3 levels of user types that are the standard Content Manager user types grouped together:
    Administrators, Records Manager, Records Co-ordinator user types count towards the CM Select Administrators type
    Knowledge Worker and Contributor user types counts towards the CM Select Power Users type
    Inquiry user type counts towards the CM Select Inquiry Users

  • Extend normal number of records limit to
    • An unlimited number of records - this option will be enabled if your licensed for an unlimited number of records.
    • A specified number of records - displays a restricted number of records if that is what you purchased. For an evaluation copy it is read only.

  • Expiry date - displays the expiry date of your license agreement.

    IMPORTANT: If the license has an expiry date:
    If the expiry date is due to expire, from within 10 days, the users with Administrator and Records Manager user permissions logging into Content Manager with the Windows client will get a warning once a day that the license will expire in <number> of days and the date the dataset will stop accepting new logins (60 days after expiry) if an updated license is not installed.
    If the expiry date has expired, a 60 days grace period is allowed. During the first 46 days of the grace period, the users with Administrator and Records Manager user permissions logging into Content Manager with the Windows client will get a "license has expired" warning message, that includes the date the dataset will stop accepting new logins if an updated license is not installed
    For the last 14 days of the grace period, all users logging into the Content Manger client will get the license has expired" warning message, that includes the date the dataset will stop accepting new logins if an updated license is not installed
    After the grace period has expired the Workgroup Server will refuse any connections to the database, with the exception of connections impersonating TRIMServices, e.g. event processor connections.

  • License is for a Managed Service Provider - available to business partners who manage a number of Content Manager databases.

    • Term of Managed Service Provider License (years) - the number of years applicable for a Managed Service Provider.

      NOTE: If the MSP license has an expiry date any sub-licenses will also expire on that date, or earlier if explicitly set.

      The 'Generate MSP Usage Report' button displays on the 'License' dialog for Managed Service Provider licenses. Selecting this button displays a Windows Save As dialog allowing for the MSP Usage Report to be saved as a *.CSV file. This file contains the following information:

      • Enterprise Studio License details, such as seat numbers, location license numbers, features licensed
      • A list of all customer datasets registered
      • The number of active locations across all datasets
      • If a location appears in multiple datasets, the most privileged account is recorded.
  • Additional Modules - modules of Content Manager included in the license.

  • Autopass Explicit Features - this displays all the features included from the Autopass license import. It includes the Id, Product Name, Description and Capacity (where relevant).

    NOTE: After upgrading to Content Manager version 10.0+, the AutoPass Explicit Features area will not be populated as the AutoPass license format was changed from .DAT to .XML in version 10.0. To see the explicit features, you will need to get new XML AutoPass license(s), clear your old license information and import the new license(s).

  Generate MSP Usage Report - this option is ONLY available with a MSP (Managed Service Provider) type license and is displayed after you install the MSP type license. This option allows you to generate a comprehensive report of seats used, taking into consideration, the visitors.

  To install the MSP type license, click Internal License File, navigate and select the MSP type license file. Once the import is complete, the Generate MSP Usage Report option is displayed. Continue with the next steps.