With the R38 release, each user account must be assigned to a license key. An account can be assigned to only one license key per server installation. There are two ways to handle license assignment for both Named or Shared (float) license keys:
- Automatic assignment to a default license
- Manual license assignment
This article describes the two options and how to assign a single user or batch assign multiple users to a Named or Shared license key.
- Utilizing Automatic Assignment
- No Default License Keys
- Manually Assigning to Licenses
Utilizing Automatic Assignment
User accounts can be automatically assigned to a license key if it is identified as the Default license on the server.
With automatic assignment, the Default license for the server installation is pre-selected for all user accounts. No additional action is needed. The default license will be selected when creating new user accounts and for existing user accounts.
In the below example, there is a default license key (named "SYS102 Shared") for the installation on server "SYS102".
The most common scenario is an installation with one license key that is set as the Default license as shown above.
The key will be pre-selected when creating new users, as shown below in a user profile. No changes to license assignment are necessary.
Multiple License Keys with One Default License
If multiple license keys are uploaded to a server installation, one of them can be designated as the Default, (e.g., you might decide to have the key with the largest number of Total available licenses as the Default), but it is optional, i.e., it is not required to have one of the license keys designated as the Default.
In the below example, the "SYS102 Rental 1 F" license key that has 450 Total available Read/Write licenses is set as the Default license. The "SYS102 Shared" license is a secondary, non-default license key.
Given the above example, the "SYS102 Rental 1 F" license key will be pre-selected when creating new user accounts.
Do not change this selection if you wish to have the new user assigned to the Default license. Simply fill in the user information and click Create.
License assignment for the non-default license must be done manually the first time. To assign a new or existing user to a non-default license key ("SYS102 Shared" in our example), select that key in the License drop-down in the user's profile, and save your changes. This license assignment will be remembered going forward, and would only need to be changed if you want to assign them to a different license key.
At any time, an Administrator can change the Default designation from one license key to another, and/or make changes to users license assignments. See the Manually Assigning to Licenses section below for how to change license assignments.
No Default License Keys
If no license key is designated as the Default license, the license selection must be done manually for each user account. License assignment is remembered for all user accounts, however, it can be changed at any time.
In the below example, there are 3 license keys. None of them are set as the Default license key for the server.
When creating a new user account, by default, no license will be pre-selected, as shown below.
You must select the license key to which the user should be assigned using the License drop-down list. Each license key entry in the list displays in brackets [ ] how many Remaining licenses there are on the key.
Once you make your license key selection, you can select the Status type (Read/Write or Read-only) for the account.
As mentioned above, license assignment is remembered for all user accounts, however, it can be changed at any time. See the Manually Assigning to Licenses section below for how to change license assignments.
|Note: If an assignment is not made for a user, and no license is designated as the Default license, the user will not be able to log in until they are assigned to an available license.|
Manually Assigning to Licenses
For installations with multiple licenses and/or no Default license designated, Administrators have the option to manually handle user license assignment. Assignment can be done in the User profile or via the Licenses tab.
Assigning a License via the User Profile
Assignment for a single user can be done when creating a new user or via Edit user on the Users tab. as shown below. Make your selection and click Save.
Batch Assigning via Licenses Tab
Alternatively, you can batch assign multiple users to one license key via the Licenses tab's Assign users sub-tab.
First, find the user accounts for which you want to change license assignment. There are Search or Sort tools to assist you, if needed. See the below examples.
Search by Email Address
Sort by Status
Selecting the Users
There are two ways to make selections. One is to simply check the Selected box next to each user account.
If you are making assignments for many user accounts, the other fastest way is to sort or search so that you have the accounts grouped together.
Then, multi-select the users by clicking on the rows using Ctrl+click or Ctrl+shift on your keyboard. They will be highlighted in blue, as shown below.
Then, check on one of the Selected boxes to finalize the selection.
In the License drop-down list, select the license key that you want to assign the selected users to.
When you are ready to assign them, click Assign user(s).
In the above example, 5 accounts currently not assigned to a license key, are being assigned to the "SYS102 OTC 1" license (which is the default license for SYS102) are being assigned to the "SYS102 Rental 1 F" license key.
|Tip: You can select some or all rows in the list, use the Ctrl+C shortcut on your keyboard and paste the content into Microsoft Excel.|