Using a Floating License

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Rosamund Fletcher
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1 Using a Floating License GoldSim supports network (floating) licenses. This allows multiple machines to access GoldSim over a network. In order to use GoldSim in this manner, your license must be specified as a floating license (a regular GoldSim license cannot be run over a network). If you have a floating license, the machine that is registered will generally be a network server. The license has a predefined number of users associated with it. GoldSim will keep track of the number of users (clients) accessing the program over the network, and will permit no more than the authorized number of users from accessing GoldSim at any given time. Note: There is no performance penalty when using a floating license. Only the license files are stored on the server. All program execution takes place on the client machines. Network licenses require specific installation and registration procedures. There are two steps involved in installing and registering a floating license: 1. You must register the license on a server; 2. You must install GoldSim on the client machines and configure the program so that it uses the network license. These steps, along with instructions for using and maintaining a network license, are described in the topics below. Choosing and Configuring a License Location on a Server The license must be located on a machine that is accessible to all GoldSim users. Once the host machine has been identified, you will need to create or select a folder that will house the license. This folder must be shared and all GoldSim users will need Full Control (read / write / create / modify / delete) permissions in the selected folder. Sharing a License Folder in Windows 2000/XP/Server 2003: 1. Right click the license directory and select the Properties item from the context menu. Select the Sharing tab: Using a Floating License 1

Full Control option: Sharing the License Folder in Windows Vista/Windows 7: 1.

2 1. Choose the Share this folder option, then click the Permissions button. 2. Select the Everyone entry (or the GoldSim user group if you are limiting access), and check the Full Control option: Sharing the License Folder in Windows Vista/Windows 7: 1. Right click the license folder and select the Properties item from the context menu. Select the Sharing tab: 2 Using a Floating License

Click on the Permissions button. 5. Allow Full Control for Everyone.

3 2. Click the Advanced Sharing button. 3. Choose the Share this folder option and specify the share name: 4. Click on the Permissions button. 5. Allow Full Control for Everyone. If you are limiting access to just a group of users, add the group and allow full control to this group. Using a Floating License 3

$6. Click OK to exit the dialog. After completing this step, you can find the UNC (Network) path to this folder in the Sharing tab. It should be specified as \\computer name\share name.$

4 6. Click OK to exit the dialog. After completing this step, you can find the UNC (Network) path to this folder in the Sharing tab. It should be specified as \\computer name\share name. Note: Full control permission is required for the system account in order to run GoldSim Floating License Manager. By default, the system account is granted full control in most cases. You can check the permission for the system account on the Security tab of the directory properties dialog. Registering a Network License on a Server After the license directly has been set up, you will need to install the GoldSim Floating License Manager on the machine where the license directory is located. (The GoldSim Floating License Manager installation file is available on the GoldSim website). Once you do so, when you first run the Floating License Manager, you will be prompted to select a location (a drive and a folder) for the license: 4 Using a Floating License

$Note: For best performance the license location should be specified using a UNC path (e.g. \\computername\sharedfoldername) on the server and all client machines.$

5 Note: For best performance the license location should be specified using a UNC path (e.g. \\computername\sharedfoldername) on the server and all client machines. After selecting a location, the following dialog will appear: If you want to change the license folder, you can do so by selecting Select license location. In order to register the software, you will need to have a Registration Code. A Registration Code will be provided to you when you license the software. (If you forget your Registration Code, contact us at support@goldsim.com). When you press Register Floating License, the following dialog will be displayed: Using a Floating License 5

GoldSim will then automatically be registered on your machine by connecting to the GoldSim License Server. This process should take less than one minute.

6 Enter the Registration Code at the top of the dialog. The Register and Assisted Registration buttons will then be available. If your machine is connected to the Internet, you should click the Register button, as it is the quickest and easiest way to register GoldSim. GoldSim will then automatically be registered on your machine by connecting to the GoldSim License Server. This process should take less than one minute. If, for some reason, a connection cannot be made to the License Server (e.g., the GoldSim License Server is not responding or there is no internet connection available), GoldSim will report that a connection with the server could not be established, and that you can register using Assisted Registration. When you press the Assisted Registration button, the following dialog will be displayed: In order to register in this way, you must contact the GoldSim Technology Group and provide the Registration Code and the Installation Code displayed in the dialog (the Copy button can be used to copy the Installation Code to the clipboard). The Registration Code shown is the same one provided to you when you licensed the software. The Installation Code is automatically generated when you install the Floating License Manager on the server (and is unique to each installation). After copying this information from this dialog, you should exit out of the Floating License Manager and wait for GoldSim to contact you with a Registration Key to complete the assisted registration process. Once the GoldSim Technology Group receives your Registration Code and Installation code, you will be provided with a Registration Key to complete the registration process. Once you have obtained a Registration Key, return to the Assisted Registration dialog (by running the Floating License Manager and pressing Register Floating License, and then Assisted Registration), enter the Registration Key (you can paste this into the field rather than entering it by hand), and press Register. At the end of the process, GoldSim will be registered on the server and ready to use. 6 Using a Floating License

Configuring Client Machines to Use a Network License After registering the license on the server, you must now install GoldSim on each client machine that will utilize the network license.

7 Configuring Client Machines to Use a Network License After registering the license on the server, you must now install GoldSim on each client machine that will utilize the network license. (The GoldSim installation file is available on the GoldSim website). The process will differ depending on whether or not GoldSim was previously installed on the client machine. Client machine with no previous GoldSim installations: Once GoldSim is installed on a client machine, and you run the program for the first time, you will be presented with the following dialog: Select Connect to Floating License. When you do so, you will be prompted to select the network folder where the license resides: Note: For best performance the license location should be specified using a UNC path (e.g. \\computername\sharedfoldername) on the server and all client machines. Once you have selected the folder, GoldSim immediately checks to see if a license is available to use. If not you will be asked whether you want to wait in a queue for the license (as described below). Valid standalone license exists on client machine: Using a Floating License 7

8 This case typically occurs when a machine had an evaluation version of GoldSim installed. To disconnect from the standalone license and connect to the floating license, open GoldSim and select to Help Licensing from the main menu. The following dialog will be displayed: Click the Connect to Floating License button. When you do so, you will be prompted to select the network folder where the license resides: Note: For best performance the license location should be specified using a UNC path (e.g. \\computername\sharedfoldername) on the server and all client machines. Once you have selected the folder, GoldSim immediately checks to see if a license is available to use. If not you will be asked whether you want to wait in a queue for the license (as described below). Expired standalone license exists on client machine: This case typically occurs when a machine had an evaluation version of GoldSim installed, but it has expired. The following message will appear when you try to run GoldSim: 8 Using a Floating License

$path (e.g. \\computername\sharedfoldername) on the server and all client machines.$

9 Click the Use a network license button and you will be prompted to select the network folder where the license resides: Note: For best performance the license location should be specified using a UNC path (e.g. \\computername\sharedfoldername) on the server and all client machines. Using a Network License as a Client Once you have selected the folder, GoldSim immediately checks to see if a license is available to use. If not you will be asked whether you want to wait in a queue for the license (as described below). A network license has a predefined number of users associated with it. The GoldSim Floating License Manager will keep track of the number of users (clients) accessing the program over the network, and will permit no more than the authorized number of users from accessing GoldSim at any given time. Once you have configured a client to use a network license, it will check for an available network license whenever you try to run GoldSim. If a license is not available, you will be told so, and asked if you want to be placed in a queue to wait for an available license. If you choose to enter the queue, you will be prompted every 5 minutes for whether you want to remain in the queue or not. Using a Floating License 9

10 Once you have reached the front of queue, you are notified and asked whether or not you still want to use GoldSim. Warning: If you do not respond to dialogs for remaining in the queue or using GoldSim (when you reach the front of the queue) within 5 minutes, you will automatically be removed from the queue. Disconnecting a Client from a Network License In some cases, you may want to disconnect from the floating license and use a standalone license on your machine. To disconnect from the floating license, you must first open GoldSim, then select Help Licensing from the main menu. The following dialog will be displayed: Press the Connect to Standalone License button. If a valid standalone license already exists on the machine, it will automatically connect to it. If you do not have a valid standalone license, you will be be presented with the standard registration dialog allowing you to either register a new standalone license or connect to a different floating license. In some circumstances, a floating license that you were previously connected to may no longer be available (e.g., the license folder can no longer be accessed). In this situation, GoldSim will automatically provide you with an opportunity to disconnect from the license so that you can either register a standalone license, or connect to a different floating license. Managing a Network License Using the Floating License Manager Once you have registered GoldSim on a server, for the most part, you will not need to worry about registration again (until the license needs to be renewed or upgraded). Occasionally, however, you may need to take some action to manage the license. The GoldSim Floating License Manager allows you to manage your license. When you run the Floating License Manager on the server (after it has been registered), the following dialog is displayed: 10 Using a Floating License

11 This dialog allows you to do the following: Extend or upgrade a license. This is required if your license is expiring and you wish to extend it and/or if you wish to upgrade to a newer GoldSim version. Cancel a license. Canceling a license produces a Cancellation Code that can be used to verify that a license has been removed. Cancellation is one of the steps required to transfer a license. Transfer a license to another machine or another folder. Although GoldSim licenses are not intended to be transferred frequently (e.g., weekly) between machines or folders, occasionally you may have a need to do so. Upgrading a license: If your registration is close to expiring and you wish to extend it, or if you wish to upgrade your license (e.g., in order to utilize other extension modules, or continue to have access to upgrades), you will need to contact the GoldSim Technology Group and request that your license be extended/upgraded. Extending/upgrading your license requires a confirmation and an activated Registration Code from the GoldSim Technology Group. Once you have received this, return to this dialog and press the Upgrade License button. When you do so, you will be presented with the standard Registration dialog. Cancelling a license: Under some circumstances, you may need to cancel a license. Canceling a license terminates the registration of the installation, and generates a Cancellation Code that can be sent to the GoldSim Technology Group to verify that the registration has been terminated. The most common reason to cancel a license is to facilitate a license transfer from one machine or folder to another. A license can be canceled by opening the Floating License Manager and pressing the Cancel License button. After a warning message, GoldSim will cancel the license and display a Cancellation Code. This can be copied to the clipboard (and subsequently pasted into an ). After pressing the Close button, the program will close. If you subsequently try to run the Floating License Manager, the registration dialog is displayed (indicating that your installation of GoldSim is not currently registered). Using a Floating License 11

12 Note: Canceling a license on a server does not uninstall the Floating License Manager. You should use the Windows Control Panel Add/Remove Programs tool to uninstall this program. Transferring a license: Although GoldSim licenses are not intended to be transferred frequently (e.g., weekly) between machines, occasionally you may have a need to do so. The Transfer License button in the Floating License Manager simply provides instructions for doing so. Transferring a license requires you to directly communicate with the GoldSim Technology Group. Transferring a license requires the following steps: 1. Open the Floating License Manager and cancel your existing license (by pressing the Cancel License button). This will cause GoldSim to generate and display a Cancellation Code. 2. Send the Cancellation Code to the GoldSim Technology Group via (preferable), fax or phone. 3. Upon receiving the Cancellation Code, the GoldSim Technology Group will reactivate your license and enable you to use your existing Registration Code again on another machine or for another folder. You will be contacted via when your license is reactivated. 4. You must then install the Floating License Manager and register GoldSim in the new server location. Warning: Once you cancel your license, you will not be able to use your existing Registration Code on another machine until the GoldSim Technology Group receives the Cancellation Code and reactivates your license. If you cannot be without your license for several days, you are strongly recommended to contact the GoldSim Technology Group by phone during business hours (M-F, 8AM 5PM PST) before beginning the transfer process in order to facilitate a rapid transfer. 12 Using a Floating License

13 Glossary of Terms Cancellation Code An alphanumeric code which is automatically generated when you cancel a GoldSim license. Installation Code An alphanumeric code which is automatically generated when you install GoldSim. Registration Code An alphanumeric code provided to you when you license GoldSim. This code is required in order for you to register and run GoldSim. Registration Key An alphanumeric code sent to you if you are manually registering GoldSim (rather than registering it via the Internet). Using a Floating License 13

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