InstalSoft licence management system: Difference between revisions

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InstalSoft Licence Management System serves for performing operations on the licences of InstalSystem 5 package. Operations that can be performed are: creation of new licenses, upgrade of the v4 to v5 licence, upgrade (extension) of the licence configuration, change of the licence validity period.  
InstalSoft Licence Management System serves for performing operations on the licences of InstalSystem 5 package. Operations that can be performed are: creation of new licenses, upgrade (extension) of the licence configuration, upgrade (change) of the licence validity period.  
   
   


# Operations performed in the licence management system are logged in along with information about the user who performed them. <br>  
# Operations performed in the licence management system are logged in along with information about the user who performed them. <br>  
# Performed operation on the licences are settled according to the conditions of commercial agreement. <br>
# Performed operations on the licences are settled according to the conditions of commercial agreement. <br>
# Access to the system is delivered via e-mail (link, login, and temporary password).<br>
# Access to the system is delivered via e-mail (link, login, and temporary password).<br>
# At first login, the system asks for change of delivered temporary password.
# At first usage, the system asks for change of delivered temporary password.
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==Creation of new licences==
==Creation of new licences==
 
[[File:New licence 1.png|700 px|right|1. Creation of new licences]]
# '''Licence code''' – shows licence number that will be created.
# '''Licence code''' – shows licence number that will be created.
# '''Create''' - defines whether a single licence or a series/multiple licences are to be created.
# '''Number of licences''' – allows to define number of licences to be created. All licences created at the same time have the same series, configuration and validity period.  
# '''Number of licences''' – allows to define number of licences to be created. All licences created at the same time have the same series, configuration and validity period.  
# '''Licence configuration''' – allows to choose configuration of created licence.
# '''Licence configuration''' – allows to choose configuration of created licence.
# '''Licence time limitation''' – allows to define if a licence is time limited or perpetual (without time limitation).  
# '''Licence time limitation''' – allows to define validity period of the licence.  
# '''Assign user to licence''' – available only for single licence. Possibility to assign defined user / licensee to a licence. Assigning user to the licence is optional. If the user is not assigned during licence creation process, the user will be asked to fill the data at first licence activation.
# '''Assign user to licence''' – available only for single licence. Possibility to assign defined user / licencee to a licence. Assigning user to the licence is optional. If a user is not assigned during licence creation process, the user will be asked to fill the data at first licence activation.
# After the licence creation '''(Create New Licence)''' a summary of performed operation is displayed. The System also sends an e-mail with information about the new licence to the address:
# After the licence creation '''(Create New Licence)''' a summary of performed operation is displayed. The System also sends an e-mail with information about the new licence to the address:
#: a. If the package uses Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the same address to which licence requests are sent.  
#: a. If the package uses Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the same address to which licence requests are sent.  
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==Upgrade licencji==
==Upgrade of the licence==
[[File:Upgrade licence.png|700 px|right|2. Upgrade  of the licence]]


 
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Pola oznaczone dwoma gwiazdkami ** oznaczają obecne ustawienie licencji.<br>
# '''Licence code''' – licence number to be upgraded
 
# '''Licence status''' – shows if it is possible to use v5 package with a given licence. 
Pola oznaczone jedna gwiazdką * oznaczają ustawienie o jakie prosi użytkownik (w opcji połączenia formularza z automatycznym systemem dystrybucji dostępnym w pakiecie InstalSystem 5).<br>
#: a. '''Available''' – usage of InstalSystem 5 is possible 
 
# '''Licence configuration''' – allows to change licence configuration. Only those configurations to which upgrade from current configuration is possible, are visible in the list of configurations.
Pola bez gwiazdki prezentują zmienione ustawienia. <br>
#: a. Field marked with two stars (**) shows current licence settings.<br>
 
#: b. Field marked with one star (*) shows settings chosen by the user (available if Licence management system is connected with Automatic Distribution System of InstalSystem 5 package).<br>
# '''Licence code''' – należy wpisać numer licencji, który ma zostać upgradeowany
# '''Extend for another year''' – allows to prolong validity of the time limited licence. To prolong the licence, the field should be set to ‘YES’. Setting it to 'No' makes the option to change the licence expiration date inactive.
# '''Licence status''' – określa dostępność pakietu InstalSystem 5,
# '''Licence time limitation''' – option active if "Extend for another period" is set to "Yes." It allows selecting the period for which the licence validity will be extended.
#: a. '''Available''' – użycie licencji do aktywacji InstalSystem 5 jest możliwe
# '''Assign user to licence''' - the option is not active for licences, that are already assigned to the user. Data of the assigned user is available in the table below.
#: b. '''Potential''' – licencje v4 z możliwością upgrade. Jeśli licencja ma ustawienie „Potential” to można ją upgradeować do v5 (available). Z ustawieniem „Potential” korzystanie z pakietu InstalSystem 5 nie jest możliwe.
# After the upgrade is done ('''Upgrade Licence''') a summary of performed operation is displayed. The System also sends an e-mail with information about the operation to the following address:
# '''Licence configuration''' – umożliwia zmianę konfiguracji licencji. W liście konfiguracji widoczne są tylko te konfiguracje, do których możliwy jest upgrade z obecnej konfiguracji licencji.
#: a. If the package uses Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the same address to which licence requests are sent.
# '''Licence time limitation''' – określa czy licencja jest terminowa czy bezterminowa.
#: b. If the package does not use Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the Contact e-mail address (used for reminders about upcoming termination of time limited licences).
#: a. Dla licencji bezterminowej pole nie powinno być zmieniane
#: c. If the Contact e-mail address is not set the e-mail with confirmation of performed operation is sent to the e-mail assigned to the user performing the operation.  
#: b. Jeśli licencja ma być przedłużona z terminowej do bezterminowej, należy zmienić ustawienie tego pola na ‘without time limit’.
#: d. If the licence is assigned to the user / licensee, the system additionally sends an e-mail to the indicated user e-mail address.  
#: c. Jeżeli licencja ma pozostać terminowa, jedynie przedłużamy jej ważność na następny okres, ustawienie tego pola powinno pozostać jako ‘time limited’.
# '''Extend for another year''' – opcja służy do przedłużenia licencji terminowej na następny okres. Aby przedłużyć ważność licencji należy ustawić opcję na ‘YES’.
# '''Assign user to licence''':
#: a. Licencje v5, które są już przypisane do użytkownika mają, tą opcję nieaktywną. W tabeli poniżej widoczne są dane podane przez użytkownika.
#: b. Licencje v4 upgradeowane do v5 mają możliwość przypisania do konkretnego użytkownika, jednak nie jest to obowiązkowe.
# Po zatwierdzeniu upgrade ('''Upgrade Licence''') zostaje wyświetlone podsumowanie wykonanej operacji. System wysyła również e-mail z informacją o wykonanej zmianie licencji na adres:
#: a. Na adres licenjobiorcy (użytkownika)
#: b. Jeżeli pakiet korzysta z Automatycznego systemu dystrybucji, e-mail z potwierdzeniem wykonania operacji jest wysyłany na ten sam adres, na który wysyłane są zapytania o licencje.
#: c. Jeżeli pakiet nie korzysta z Automatycznego systemu dystrybucji, e-mail wysyłany jest na adres kontaktowy klienta (wykorzystywany przez pakiet do przypomnień o zbliżającym się końcu terminu ważności licencji terminowej).
#: d. Jeżeli adres kontaktowy nie jest wykorzystywany, e-mail potwierdzający operację wysyłany jest na adres przypisany do użytkownika wykonującego operację.  
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==Przypisanie użytkownika do licencji==
==Assign user to licence==
 
[[File:Licencee data.png|700 px|right|3. Assign user to licence]]
Każda aktywna licencja do pakietu InstalSystem 5 musi być przypisana do licencjobiorcy (właściciela licencji).  
Each active licence for InstalSystem 5 package must be assigned to the licencee (licence owner).  
# Przypisanie licencji może nastąpić w trakcie zakładania licencji lub w momencie jej pierwszej aktywacji.  
# Pola obowiązkowe to Licensee name, User name, Email. Jednak na życzenie producenta możliwe jest ustawienie obowiązku wypełnienia wszystkich danych z formularza.
# A licence may be assigned when the licence is created or when it is activated for the first time.
# Jeżeli w pakiecie wykorzystywany jest Automatyczny system dystrybucji, pola formularza są automatycznie wypełniane danymi podanymi przez użytkownika w trakcie wysyłania zapytania o licencję z Zarządcy pakietu.
# Fields ‘Licencee name’,‘Licencee email’ and ‘User name’, ‘User email’ are obligatory. However, on producer’s request, it is possible to set that for a given package, all the fields as obligatory.
# Nazwa licencjobiorcy (właściciela licencji) definiowana jest tylko raz. Nie jest możliwe jej modyfikowanie.  
# If the package uses Automatic Distribution System, fields in the form are automatically filled with the data given by the user in the licence request form in Package Manager.
# Licencee name (licence owner) is defined only once for a licence, it is not possible to modify it.




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Latest revision as of 09:38, 9 February 2025


InstalSoft Licence Management System serves for performing operations on the licences of InstalSystem 5 package. Operations that can be performed are: creation of new licenses, upgrade (extension) of the licence configuration, upgrade (change) of the licence validity period.


  1. Operations performed in the licence management system are logged in along with information about the user who performed them.
  2. Performed operations on the licences are settled according to the conditions of commercial agreement.
  3. Access to the system is delivered via e-mail (link, login, and temporary password).
  4. At first usage, the system asks for change of delivered temporary password.


Creation of new licences

1. Creation of new licences
1. Creation of new licences
  1. Licence code – shows licence number that will be created.
  2. Create - defines whether a single licence or a series/multiple licences are to be created.
  3. Number of licences – allows to define number of licences to be created. All licences created at the same time have the same series, configuration and validity period.
  4. Licence configuration – allows to choose configuration of created licence.
  5. Licence time limitation – allows to define validity period of the licence.
  6. Assign user to licence – available only for single licence. Possibility to assign defined user / licencee to a licence. Assigning user to the licence is optional. If a user is not assigned during licence creation process, the user will be asked to fill the data at first licence activation.
  7. After the licence creation (Create New Licence) a summary of performed operation is displayed. The System also sends an e-mail with information about the new licence to the address:
    a. If the package uses Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the same address to which licence requests are sent.
    b. If the package does not use Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the Contact e-mail address (used for reminders about upcoming termination of time limited licences).
    c. If the Contact e-mail address is not set the e-mail with confirmation of performed operation is sent to the e-mail assigned to the user performing the operation.
    d. If the licence is assigned to the user / licensee, the system additionally sends an e-mail to the indicated user e-mail address.


Upgrade of the licence

2. Upgrade of the licence
2. Upgrade of the licence


  1. Licence code – licence number to be upgraded
  2. Licence status – shows if it is possible to use v5 package with a given licence.
    a. Available – usage of InstalSystem 5 is possible
  3. Licence configuration – allows to change licence configuration. Only those configurations to which upgrade from current configuration is possible, are visible in the list of configurations.
    a. Field marked with two stars (**) shows current licence settings.
    b. Field marked with one star (*) shows settings chosen by the user (available if Licence management system is connected with Automatic Distribution System of InstalSystem 5 package).
  4. Extend for another year – allows to prolong validity of the time limited licence. To prolong the licence, the field should be set to ‘YES’. Setting it to 'No' makes the option to change the licence expiration date inactive.
  5. Licence time limitation – option active if "Extend for another period" is set to "Yes." It allows selecting the period for which the licence validity will be extended.
  6. Assign user to licence - the option is not active for licences, that are already assigned to the user. Data of the assigned user is available in the table below.
  7. After the upgrade is done (Upgrade Licence) a summary of performed operation is displayed. The System also sends an e-mail with information about the operation to the following address:
    a. If the package uses Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the same address to which licence requests are sent.
    b. If the package does not use Automatic Distribution System, the e-mail with confirmation of performed operation is sent to the Contact e-mail address (used for reminders about upcoming termination of time limited licences).
    c. If the Contact e-mail address is not set the e-mail with confirmation of performed operation is sent to the e-mail assigned to the user performing the operation.
    d. If the licence is assigned to the user / licensee, the system additionally sends an e-mail to the indicated user e-mail address.


Assign user to licence

3. Assign user to licence
3. Assign user to licence

Each active licence for InstalSystem 5 package must be assigned to the licencee (licence owner).

  1. A licence may be assigned when the licence is created or when it is activated for the first time.
  2. Fields ‘Licencee name’,‘Licencee email’ and ‘User name’, ‘User email’ are obligatory. However, on producer’s request, it is possible to set that for a given package, all the fields as obligatory.
  3. If the package uses Automatic Distribution System, fields in the form are automatically filled with the data given by the user in the licence request form in Package Manager.
  4. Licencee name (licence owner) is defined only once for a licence, it is not possible to modify it.