Content Manager Enterprise Studio 25.1 Enterprise Studio

# Customer dialog box

Content Manager displays the Customer tab for Managed Service Provider's (MSP) who are licensed to manage customer databases. This is enabled under License

The MSP defines the following license details according to the needs of a specific customer. License seats can be set to 0 (zero) so that there is no limit on the number of seats a customer can have. The MSP however can set limits to allow for the reporting mechanisms available in the event processor for when a customer exceeds a user count number for a particular user category.

1. Select the Properties of a Dataset created by a Managed Service Provider

2. Select the Customer tab on the Properties dialog box. It appears with the options:

   - Customer Name - The MSP customer name for the Content Manager license
   - Administrator/Records Manager, Records Co-ordinator, Knowledge Worker, Contributor, Inquiry User - these are the number of licensed users that can use the system depending on function level.
   - Limit dataset size - Number of records displays a restricted number of records if that is what the customer purchased from the MSP.
   - Expiry date - customer's dataset expiry date.
   - Additional Modules - modules of Content Manager included in the license.
3. Click OK to save the license.
4. Use Save and Deploy to deploy the license to the running Workgroup Servers
5. Users should restart their Content Manager clients to see the effects of the new license.

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Version 25.1 | Last updated October 2024
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Product: Content Manager Enterprise Studio 25.1

Topic Title: Customer dialog box