WORKSHARE PROFESSIONAL 9 DOWNLOADING AND LICENSING GUIDE

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1 WORKSHARE PROFESSIONAL 9 DOWNLOADING AND LICENSING GUIDE

2 TABLE OF CONTENTS How does it work in Professional 9?... 3 Downloading... 3 The Download Center... 4 Installing... 5 Licensing... 5 Standard Install... 6 Deployment with User Authenticated License... 7 Deployment with Enterprise License Viewing, Renewing and other information

HOW DOES IT WORK IN PROFESSIONAL 9? Workshare Professional 9, Protect 9 and Compare 9 are simple to download and license. First, download your software from the Workshare Download Center.

3 HOW DOES IT WORK IN PROFESSIONAL 9? Workshare Professional 9, Protect 9 and Compare 9 are simple to download and license. First, download your software from the Workshare Download Center. Next, license your software using User Authenticated licensing or Enterprise licensing, depending on your deployment method. Follow the steps below to find out how. Note: Workshare Professional 9 does not use auth codes or.lic files. If you have an old.lic file on your machine, you don t need to remove it. Workshare Professional will ignore it. DOWNLOADING The Workshare Download Center on my.workshare.com is where you can see and download the products you ve purchased. If you already have a Workshare Connect account, simply go to my.workshare.com and log in. If you don t have a Workshare Connect account, we created one for you when you purchased or renewed Professional, Protect or Compare. Within half an hour of purchasing or renewing, you will have received an asking you to verify your address and create an account. Note: If you haven t received this , check your spam box. If it s not there, contact us at support@workshare.com. Click the Verify now button in the and you ll be redirected to a page where you can create a new password for your account. Your username will be your address. Once verified, you ll be automatically redirected to the Download Center. 3

4 The Download Center In the Download Center, you can download the products you ve purchased. Just click Download. Note: If you re downloading Professional 9, you don t need to download Protect, Compare or Connect separately. These components are included in the Professional 9 installer. If you haven t been automatically redirected to the Download Center, simply click your name and select Download Center. 4

INSTALLING If you d like to install your software on your machine now, double-click the.exe file you just downloaded and step through the installation wizard.

For full instructions on deploying Workshare and the list of certified environments and prerequisites, see the Workshare Professional 9 Installation Guide.

5 INSTALLING If you d like to install your software on your machine now, double-click the.exe file you just downloaded and step through the installation wizard. If you re deploying your software, you should read the licensing section before you deploy. For full instructions on deploying Workshare and the list of certified environments and prerequisites, see the Workshare Professional 9 Installation Guide. LICENSING When you purchased your product, a license was created and assigned to your account. In order to license your product, select the method most suited to your environment. Standard install: When you are installing Workshare on individual machines, User Authenticated licensing is recommended. Deployment with User Authenticated license: When your users will be using Connect functionality in Professional and you want an accurate view of license usage as well as the ability to track and manage users centrally, User Authenticated licensing is recommended. Deployment with Enterprise license: When your users won t be using Connect functionality in Professional or you have restrictive firewall settings or you operate in a Citrix environment, Enterprise licensing is recommended. The steps in each method are outlined below: 5

6 Standard Install When you are installing Workshare on individual machines, user authenticated licensing is recommended. This is where users are required to have a Connect account and sign in to Connect on a one-off basis to retrieve their license entitlements. One-Time Log In After installation, the first time a user accesses Workshare functionality, for example, by clicking any option in the Workshare tab, they are prompted to log in to Workshare Connect in order to retrieve their license entitlements. Note: They can also open the Workshare Configuration Manager, select the My Products tab and click Sign in. 6

7 They must enter their Workshare Connect credentials ( address and password) and click Sign in. The license entitlements for your account are retrieved and shown in the My Products tab of the Workshare Configuration Manager. Users who do not yet have a Connect account can click Create an account in the login dialog. Workshare checks their address and will automatically register them against your corporate Workshare Connect account and update their license entitlement. Deployment with User Authenticated License When your users will be using Connect functionality in Professional and you want an accurate view of license usage as well as the ability to track and manage users centrally, user authenticated licensing is recommended. After you have deployed the product, your users are required to have a Connect account and sign in to Connect on a one-off basis to retrieve their license entitlements. To simplify this process, you can create accounts for your users from the Workshare Connect Admin Console. Create Accounts for Users When you are deploying Workshare Professional across your network, you should first add your users to your Workshare Connect account. Users need a Connect account so that they can log into Connect on first use of Professional in order to validate their entitlement to Workshare products and receive their Professional license. Adding users to your Connect account is a simple process performed on the Connect Admin Console and you may add them individually or up to 100 at one time using a CSV file. Users are people in your network using one of your Workshare Connect licenses and all users share the same domain name. Note: Any user who is part of your domain will be assigned to your company account even if they sign up for a personal account. Adding a user invites that user to your Workshare Connect account and they receive an asking them to validate their account and create a password for it. Only when the invited user validates their account are they considered a licensed user on your account. Tip! A video describing this process can be found at If you do not have access to the Admin Console, for example, you have only Compare installed with a personal Connect account, you can create accounts for your users following the procedure in Compare and Protect. To add multiple users: 1. Create a CSV file containing the user account information (up to 100 users). Ensure the file has the following mandatory headers: address and first name. You may also include the following headers: last name, job title and phone number. 2. Go to my.workshare.com and log in to your account. 3. Click your user name in the Connect topbar and select Admin Console. 7

4. Select the User Management tab. 5. Click Add Bulk Users. 6. Click Choose File and browse to where you have saved your CSV file with all your user details. 7. Select the file and click Open. 8.

8 4. Select the User Management tab. 5. Click Add Bulk Users. 6. Click Choose File and browse to where you have saved your CSV file with all your user details. 7. Select the file and click Open. 8. In the Add Bulk Users window, click Import. The user details are added to your account and a registration is sent to all the address specified, inviting them to validate their Connect account. Your users will appear in the User Management tab. 8

9 To add a single user: 1. In the User Management tab of the Admin Console, select Add User. 2. In the field, enter an address for the user this must be from your registered domain. 3. In the First Name field, enter a name for the user. Note: The default role for a user is that of User. If you want to create an administrator user with access rights to the Admin Console, select Account Admin from the Role dropdown list. 4. Complete the other fields and add a picture for the user if required. The user will be able to edit these personal settings when they have validated their account. The user cannot change their registered address. 5. Click Add User. A registration is sent to the address specified and the user is invited to validate their Connect account. 9

10 Compare and Protect The Connect Admin Console is only available when you have a User Control or User & Data Control account on Connect. When you are installing only Compare or Protect and you only have a personal Connect account, you can create accounts for your users using the following link: To add users: 1. Click This will display the following page: 2. Create a CSV file containing the user account information (up to 100 users). Ensure the file has the following mandatory headers: address and first name. You may also include the following headers: last name, job title and phone number. 3. Click Choose File and browse to where you have saved your CSV file with all your user details. 4. Select the file and click Open. 5. Enter your Connect login credentials in the Username and Password fields. 6. Click Import. The user details are added to your account and a registration is sent to all the address specified, inviting them to validate their Connect account. 10

11 Deployment with Enterprise License When your users won t be using Connect functionality in Professional or you have restrictive firewall settings or you operate in a Citrix environment, enterprise licensing is recommended. An Enterprise license comes in the form of a Registry file that can be deployed across your network. Contact Workshare Customer Support to request an Enterprise license. Workshare Customer Support will send you a Registry file that you can install on your machine by double-clicking. To install the license on your users machines, deploy the Registry file across your network using your preferred method. Note: You may receive two Registry files one for Windows 32-bit environments and one for Windows 64-bit environments. Use the one appropriate to your environment. Registry Location Installing the REG file adds the license (adding keys and values) to the Registry in the following location: 32-bit: HKEY_LOCAL_MACHINE\Software\Workshare\Options\9.00\Internal\Subscription\ Features 64-bit: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Workshare\Options\9.00\Internal\ Subscription\Features Depending on the products purchased, one or both of the following keys are added Compare and Protect. Each one includes a Value named Feature with the content of the license feature string set as the Value data. End User Interaction After deployment, the license will be installed in the Registry on each of your user s machines and they can use the Professional products. There will be no need for the end user to log in to Workshare Connect. VIEWING, RENEWING AND OTHER INFORMATION Users can view license information in the My Products tab in the Workshare Configuration Manager. To access the Workshare Configuration Manager, from the Start menu select All Programs > Workshare > Workshare Configuration (User Mode). When your license is coming to an end, a reminder is displayed to all users when they access any Workshare functionality. For information about viewing your license, renewing your license and more, see the Workshare Professional 9 Installation Guide. 11

WORKSHARE PROFESSIONAL 9

Workshare Knowledge Base WORKSHARE PROFESSIONAL 9 INSTALLATION GUIDE December 2015 9.0.0 5005 WORKSHARE PROFESSIONAL INSTALLATION GUIDE COMPANY INFORMATION Workshare Professional Installation Guide Workshare