Installing a Trial License

Transcription

1 PSCAD Installing a Trial License Written for Certificate and Lockless Legacy Licensing, and for PSCAD X4: Version 4.5 (v4.5.0 to v4.5.5) and Version 4.6 (v4.6.0) November 30, 2015 Revision: 6

2 Contents 1. GENERAL INTRODUCTION SOFTWARE LICENSING HOW TO USE THIS MANUAL CERTIFICATE LICENSING REQUIREMENTS REQUEST THE TRIAL CERTIFICATE LICENSING REGISTER A MYCENTRE USER ACCOUNT LOG IN TO MYCENTRE CHANGE YOUR MYCENTRE PASSWORD JOIN A WORKGROUP Description Procedure INSTALL THE SOFTWARE ACTIVATE THE CERTIFICATE CONFIGURING PSCAD TO RETAIN OR RELEASE A CERTIFICATE VIEWING YOUR WORKGROUP INFORMATION LOCKLESS TRIAL LICENSING GENERAL REQUEST THE LOCKLESS TRIAL LICENSE INSTALL THE SOFTWARE GENERATE THE PSCAD TRIAL LICENSE REQUEST INSTALL AND ACTIVATE THE PSCAD TRIAL LICENSE INSTALL THE SOFTWARE INSTALLATION USING THE INSTALLSHIELD WIZARD Installation Overview Procedure INSTALLATION USING MYUPDATER LAUNCH PSCAD LAUNCH PSCAD FROM THE WINDOWS START MENU LAUNCH PSCAD FROM THE MYUPDATER UTILITY SWITCH BETWEEN CERTIFICATE AND LEGACY LICENSING DESCRIPTION OF LICENSING METHODS SET THE CERTIFICATE LICENSING CONFIGURATION SET THE LEGACY LICENSING CONFIGURATION RESOLVE ISSUES SOFTWARE INSTALLATION ISSUES LOGIN ISSUES General Login Tips Resetting your Password Blocked s PSCAD LOCKLESS TRIAL LICENSING ISSUES CONTACT THE SUPPORT DESK... 53

3 7.6.1 Relevant Information for a Support Request How to Submit a Support Request APPENDIX A RESOURCES FOR NEW USERS... 54

4 1. General 1.1 Introduction This manual provides instructions for installing software and activating a trial license for running PSCAD. A trial license permits a time-limited evaluation of our fully-featured software. These instructions are written for PSCAD X4 v4.5 (v4.5.0 to v4.5.5) and v4.6 (v4.6.0). 1.2 Software Included in this installation are PSCAD version 4.5 and v4.6, the GFortran Compiler and LiveWire. PSCAD (Power Systems Computer Aided Design) is a powerful and flexible graphical user interface to the world-renowned, EMTDC electromagnetic transient simulation engine. This software enables the user to schematically construct a circuit, run a simulation, analyse the results, and manage the data in an integrated, graphical environment. Online plotting functions, controls, and meters are also included, enabling the user to alter system parameters during a simulation run, and thereby view the effects while the simulation is in progress. PSCAD comes complete with a library of pre-programmed and tested simulation models, ranging from simple passive elements and control functions, to more complex models, such as electric machines, full-on FACTS devices, transmission lines, and cables. If a required model does not exist, the software provides avenues for building custom models. A FORTRAN compiler is required for building a PSCAD project in order to view the simulation results. As such, the GFortran v4.2.1 compiler is included as part of the evaluation package for all PSCAD v4.5 and v4.6, and the GFortran compiler is also included with PSCAD v4.6.0 and better. These compilers comply with the American National Standards Institute, ANSI 95. A commercially available compiler, Intel Visual Fortran, may be used instead, and is considered superior to GFortran for the following reasons: Widely used, so many shared libraries are built with and compatible with Intel Simulation speeds are two to three times faster Compatible with Matlab, whereas GFortran is not Visual Studio debugging environment is fantastic for debugging custom code Bug fixes and enhancements are constant because Intel is a commercial product Backwards compatibility, newer versions of Intel can work with libraries created with earlier versions Better at producing meaningful errors when users custom code is erroneous. Intel Fortran may be purchased through our sales desk (sales@pscad.com). Page 1

5 LiveWire is also available for installation. Although not required to run PSCAD, it is a supplemental tool that visualizes and analyzes data. A free limited-feature edition is available as part of the evaluation package ( LiveWire Lite ), as well as the fully-featured edition which uses either a professional or trial license. For instructions on setting up LiveWire (limited-feature edition or fully-featured edition), refer to the manual Installing PSCAD X4, posted on the following webpage: 1.3 Licensing A free temporary trial license is available to allow users to try our fully-featured version of PSCAD. This manual covers two different types of trial licensing: certificate trial licensing and lockless trial licensing. For an overview of the different licensing configurations, refer to Section How to Use this Manual Section 2 provides instructions for obtaining certificate licensing, and is supported on v4.5.3 and later. Section 3 contains instructions for obtaining the lockless trial license, and is applicable for v4.5.0 to v Section 4 provides instructions for installing the software using either the InstallShield Wizard or MyUpdater utility. Section 5 provides instructions for launching PSCAD, from either the Windows Start menu or MyUpdater, as required. Section 6 provides instructions for configuring PSCAD licensing for either certificate or lockless licensing, as required. If you encounter any issues while installing or licensing the software, you may contact our support desk in accordance with Section 7. Appendix A contains a list of resources for learning PSCAD. Page 2

6 2. Certificate Licensing This section provides instructions for obtaining trial certificate licensing in order to try our fully-featured version of PSCAD. Certificate licensing is supported on PSCAD v4.5.3 and later. To obtain a lockless trial license for v4.5.0 to v4.5.3, refer instead to Section 3. These instructions include all steps required for installing the software and activating a certificate, and should be completed in the order presented. 2.1 Requirements The software may be run on a machine running Windows operating system Vista SP1 or later, with an Internet connection. s 1. PSCAD v4.6 and better is not supported on Windows XP. 2. Certificate Licensing for PSCAD v4.5.3 and better is not recommended on Windows XP. The software and licensing is available through registration in the web portal, MyCentre. 2.2 Request the Trial Certificate Licensing Request the trial certificate licensing as follows: a. Send an to sales@pscad.com to request a trial license. Your should include your name, organization, and address. b. Upon approval, our sales desk will provide the software installation files, and enable licensing through the portal, MyCentre. c. Proceed to Section 2.3 to register in MyCentre. Page 3

7 2.3 Register a MyCentre User Account A MyCentre user account is required to authorize certificate licensing. If you do not already have a MyCentre user account, proceed as follows to register one: a. Open a web browser, and go to the following link: Firefox, Google Chrome or a later version of Internet Explorer are recommended. b. You will be prompted through the registration process. If the Next button does not work during the registration, switch to a different browser. c. When the ReCaptcha dialog box displays, it will display a random set of characters. Enter these characters into the field provided, then select Finish. The following view shows a sample code. Page 4

8 d. If the registration process is successful, you will be informed that you have registered a MyCentre user account, and that an with a temporary password has been sent to you, as shown below. Select Return to Home to continue. e. Obtain your temporary password from your account. If you have not received an with the password within a few minutes of finalizing the registration, refer to Section to troubleshoot the problem. f. Proceed to Section 2.4 to log in to MyCentre. Page 5

9 2.4 Log in to MyCentre Log in to MyCentre as follows: a. Open a web browser, and go to the following link: b. When prompted, enter your MyCentre login credentials, then select Log in. s 1. In the Username field, you may enter either your username or your address. 2. If this is your first time logging in, use the provided temporary password (see Section 2.3). c. It is recommended that upon registering in MyCentre, you change the temporary password per Section 2.5. Page 6

10 2.5 Change your MyCentre Password It is recommended that you change the temporary password that is assigned to your new MyCentre account (from Section 2.3) as follows: a. If not already logged in, log in to MyCentre (Section 2.4). b. From the drop-down menu on the right-hand side, select Change Password. c. When prompted, enter your current and new password, then select Change Password. d. You will be notified that you have changed your account password as shown below. Select Return to Home to continue. e. Proceed as follows: If you were provided a join code, then proceed to Section 2.6 for instructions on using it to obtain products through MyCentre. If you were not provided a join code, then proceed to Section 2.7 to install software. Page 7

11 2.6 Join a WorkGroup This section provides instructions for joining a WorkGroup in MyCentre. If you have specifically been provided a join code, perform the steps in this section following the completion of Section 2.4 or 2.5. If you have not been provided a join code, proceed to Section 2.7 for software installation Description A WorkGroup is a grouping of people and products. An example of a WorkGroup is a training session that contains PSCAD software, licensing, and documentation, and is available to a group of students. To join a WorkGroup, a member is provided a join code authorizing them to join the WorkGroup. This join code is entered in MyCentre, and the products will become available to the member Procedure Join a WorkGroup as follows: A valid join code is required prior to beginning this step. a. Log in to MyCentre (Section 2.4). b. Select the WORKGROUPS tab. c. Select Use Join Code. Page 8

12 d. Enter the join code when prompted, then select Apply. These characters are case sensitive. e. If the join code was not entered correctly: An error message will display. Re-enter the code. Each of the four fields should contain five characters. For any ongoing difficulties, contact our support desk as per Section 7.6. Page 9

13 2.7 Install the Software Install the software as follows: a. If you have been provided with a download of the software installation files, go to Section 4.1 for this installation, then return to Section 2.8 to activate a certificate. b. Or, if you were directed to install the software using the MyUpdater utility, go to Section 4.2 for this installation, then return to Section 2.8 to activate a certificate. If GFortran will be installed, ensure to log out and log in on your computer following this installation, prior to running a PSCAD case with GFortran. This is required to apply the changes to your computer. Page 10

14 2.8 Activate a Certificate License Once the software has been installed, the trial certificate may be activated. Proceed as follows: If there are any issues when activating a certificate, please refer to Section 7.4. a. Configure certificate licensing per Section 6.2. b. In PSCAD, close out of all dialog boxes. c. Display the System Settings dialog box (from the PSCAD Start button, select System Settings ): d. Select Edit. Page 11

15 e. Enter your MyCentre login credentials, then select OK. In the Username field, you may enter either your username or your address. f. Select Acquire. If any login issues are encountered, refer to Section 7.2. g. A temporary certificate will be activated, and the software will be available to use. The certificate will automatically be set to expire in four weeks, allowing you to retain it and work offline. However, it will be refreshed to a new fourweek period whenever PSCAD is launched online, for the duration of your trial license. h. View the options for retaining or releasing the certificate in Section 2.9. WARNING Your software must be properly exited to ensure that a certificate will be available the next time PSCAD is launched. Ensure to review your requirements as per Section 2.9. i. For new PSCAD users, a listing of resources is available in Appendix A. Page 12

16 2.9 Configuring PSCAD to Retain or Return a Certificate This section provides instructions for configuring PSCAD to either retain or return a certificate whenever the application is exited. This will ensure that the certificate will be available when PSCAD is next launched. There are three considerations for your next launch of the software: If you will be running the certificate on this same machine and you will not be working offline, the certificate may either be retained or returned. Or, if you will be running the certificate on this same machine, but you will be working offline, the certificate should be retained. Or, if you will be running the certificate on a different machine, the certificate should be returned so that it is available to be activated on the other machine Procedure Configure the certificate behaviour upon PSCAD exit as follows: This procedure is not applicable for v4.5.4 Educational Edition. Refer instead to Section for that edition. a. Launch PSCAD as per Section 5.1. b. From the PSCAD start button, select Options to display the Application Options dialog box. Page 13

17 c. Select the Advanced or Certificate licensing page from the drop-down menu, as applicable. d. In the Certificate behaviour drop-down menu, select the appropriate action at exit. e. Select Ok to apply the change. f. PSCAD will now perform the selected behaviour whenever the application is exited: Page 14

18 2.9.2 Procedure for the v4.5.4 Educational Edition Configure the certificate for the v4.5.4 Educational Edition upon PSCAD exit as follows: For all other versions, refer to Section The Prompt me feature as mentioned in Section is not available in the v4.5.4 Educational Edition. a. To retain the certificate upon exit, perform the steps as listed in Section 2.9.1, and select Retain certificate at Step (d). b. Or, to return the certificate upon exit, perform the following two steps on all machines that will be running this certificate: Perform the steps in Section to set the Termination Behaviour to Return certificate. Whenever exiting PSCAD, always select the Release or Return button (as applicable) to return the certificate first: Caution If the certificate is not returned before exiting PSCAD, the certificate will default to be retained, and will consequently not be available for use on another machine. c. PSCAD will now perform the selected behaviour whenever the application is exited. Page 15

19 2.10 Viewing your WorkGroup Information This section provides instructions for viewing your workgroup information. Proceed as follows: This section assumes that you have already joined a workgroup (either directly by our sales staff, or as per Section 2.6). a. Log in to MyCentre as per Section 2.4. b. Select the WORKGROUPS tab. c. Select the appropriate workgroup from the drop-down menu. Your workgroup will have been assigned a name or number. Page 16

20 d. To view information about the licenses, select See More. e. All licenses will be listed in table format, with the following information: 1. This column displays the license s unique certificate identification number. 2. This toggle sorts the license identification numbers in ascending or descending order. 3. This column displays some description about the organization and type of license. 4. This column displays the license expiration date. In the above example, the license is permanent, and therefore there is no expiration date shown. If this license were temporary, for example a trial or a lease, an expiration date would be shown. 5. This column displays the product type. Currently, PSCAD is available. 6. This column displays whether any additional features were included with the product. 7. If a certificate is currently checked out, this column will list the member s name or username. This information is useful when a license is being used by more than one person. 8. If the license is currently checked out as a certificate to one of the members, this column displays when the certificate s checkout expires. When a certificate is checked out, it may be set to either be retained or returned when PSCAD is exited. If retained, it will remain checked out on that computer and unavailable to other members; the checkout will be set for four weeks, but will be refreshed to a new four-week period whenever PSCAD is launched online. Or, if returned, it will be returned to MyCentre so that it may be activated on a different machine. Page 17

21 3. Lockless Trial Licensing 3.1 General This section provides instructions for obtaining a temporary lockless trial license in order to try our fully-featured version of PSCAD. The lockless trial license is applicable for v4.5.0 to v To obtain certificate trial licensing for v4.5.3 or later, refer to Section 2. These instructions cover the steps for requesting and installing the software and license, and should be completed in the order presented. 3.2 Request the Lockless Trial License a. Send an to sales@pscad.com to request the software and trial license. Your should include your name, organization, and address. f. Upon approval, our sales desk will provide the software installation files. g. Proceed to Section 3.3 to install the software. 3.3 Install the Software Once you have been provided the software installation files (Section 3.2), install the software as per Section 4.1, then proceed to Section 3.4 to generate the trial license request. Page 18

22 3.4 Generate the PSCAD Trial License Request Once PSCAD has been installed (Section 3.3), a trial license request may be generated as follows: If you encounter any licensing issues, refer to Section 7.5. a. Set the legacy licensing configuration per Section 6.3, then proceed to Step (b), below. b. Display the System Settings dialog box (from the PSCAD Start button, select System Settings ). Page 19

23 c. Generate a trial license request as shown: Page 20

24 d. When prompted, complete the registration form, ensuring to fill in all required fields (as denoted by an asterisk (*)). Select Submit. e. When the registration form is submitted, the trial license request file will be saved to the specified directory. You may view the file path by selecting Details. Select OK. As part of the trial license request procedure, we require specific information about the computer that will run the software. This information is supplied as a text file, and contains important machine metrics such as computer name and other operating system information. This data is required to create a trial license request file and is held in the strictest confidentiality. Page 21

25 f. You will be prompted to the trial license request. Select Yes. g. You will be notified to manually attach the trial license request file to the generated . Select OK. Page 22

26 h. When the generated displays, attach the TrialRequest.txt file, then select Send. s 1. To manually generate an , include your contact information, attach the TrialRequest.txt file, and send the to sales@pscad.com. 2. Do not upgrade your operating system, change your system clock, or change any hardware configuration (i.e. hard drives, motherboard, etc.) while awaiting your trial license or after installing it. i. Once you receive the trial license from our sales desk, proceed to Section 3.5 to install it. The trial license is valid for 30 days, commencing the day the license is sent to you. Page 23

27 3.5 Install and Activate the PSCAD Trial License Upon approval of your trial license request (generated in Section 3.4), you will receive the trial license in the form of a Trial.txt file from our sales desk. Install and activate the trial license as follows: s 1. The trial license may only be installed on the same computer from which it was requested. 2. The trial license will not install if your computer system configuration was changed following the trial license request; nor may the computer be modified during the trial period. 3. Only one instance of PSCAD may be open when installing the trial license. 4. If there are any licensing issues, please contact our support desk (Section 7.5). a. Save the Trial.txt file to your desktop. b. Launch PSCAD as per Section 5.1. c. If not already displayed, display the System Settings dialog box (from the PSCAD Start button, select System Settings ). Page 24

28 d. Configure the license as shown: e. The time-limited fully-featured version of PSCAD will be available using the trial license. s 1. The trial license is valid for 30 days, commencing the day the license is sent. 2. Only one instance of PSCAD may be run with the trial license. f. For new PSCAD users, a listing of resources is available in Appendix A. Page 25

29 4. Install the Software This section provides instructions for installing software. There are two methods for installing software, the InstallShield Wizard and the MyUpdater utility. Proceed as follows: If you were provided installation files, refer to Section 4.1 to use the InstallShield Wizard for this installation. If the MyUpdater will be used for this installation, refer to Section Installation Using the InstallShield Wizard Installation Overview This section provides instructions to install PSCAD (and GFortran or LiveWire if required) using the PSCAD installation package. These instructions are applicable for either type of trial licensing, lockless or certificate. The PSCAD installation package includes the following software: Microsoft Visual C++ (required) Microsoft.NET Framework (required) PSCAD (required ensure to select this option when prompted) License Manager (optional, and NOT recommended; ensure to de-select this option when prompted) GFortran compiler (optional a compiler is required for compiling PSCAD cases. Install GFortran alongside PSCAD only if a commercial compiler such as Intel Fortran Composer is not available) If GFortran will be installed, ensure to log out and log in to your computer following this installation, prior to running a PSCAD case with GFortran. This is required to apply the changes to your computer. LiveWire (optional; this is the fully-featured version, requiring a professional license or trial license) For information on LiveWire installation and licensing, refer to the manual Installing PSCAD X4, posted on the following webpage: LiveWire Lite (Demo) (optional; this is a limited-feature version, with no licensing required) Sentinel Drivers (not required) Page 26

30 4.1.2 Procedure Install the software using the InstallShield Wizard as follows: s 1. If operating on Windows Vista or later, ensure that you have Windows administrative privileges on your computer prior to beginning the installation. 2. On a computer running the 32-bit Windows operating system, only the 32-bit version of PSCAD will be installed. The 32-bit version may be launched using the automatically generated link in the Windows Start menu. 3. On a computer running the 64-bit Windows operating system, both the 32-bit and 64-bit versions of PSCAD will be installed. The 64-bit version may be launched using the automatically generated link in the Windows Start menu. 4. If you encounter any installation issues, refer to Section 7.1. a. Download the installation files from the link provided to you. b. Launch the installation. Ensure the installation files have been saved to and are being run from a local drive rather than from a network drive. On Windows Vista and later: In the installation files, right-click on setup.exe, and select Run as administrator, or On Windows XP: In the installation files, double-left click on setup.exe. PSCAD v.6.0 and later is not supported on Windows XP. c. On Windows Vista and later, the User Account Control dialog box may display to inquire whether you want to allow setup.exe to make changes to your computer. This message is a standard warning to protect your computer when an executable file is detected. Select Yes (and enter Windows administrative privileges login credentials if requested) to begin the installation. Page 27

31 d. The InstallShield Wizard will launch and display the following screen if any required prerequisite software must be installed. Select Install to proceed. This step may take a few minutes. e. Select Next to continue. Page 28

32 f. If you agree with the software license agreement, select I accept the terms of the license agreement, then select Next. g. Review the default destination folder for the program files. To install to a different folder, set the file path with the Browse button. Select Next. The default directories are as follows: PSCAD v4.5: C:\Program Files (x86)\pscad45 PSCAD v4.6: C:\Program Files (x86)\pscad46 Page 29

33 h. From the Product Listing screen, select all required programs, then select Next. Normally, PSCAD is selected, along with the GFortran Compiler if you do not have a commercial compiler. Additionally, the following software may be installed: LiveWire Lite (Demo) (a free limited-feature version), and LiveWire (a fullyfeatured version that is licensed using either a trial or permanent license). Version 4.5 Version 4.6 WARNING Do not select License Manager. This may cause licensing issues. s 1. To select a product for installation, left-click on the checkbox to place a checkmark. 2. To display a description of a product in the Description field, click on the product name. 3. If GFortran will be installed, ensure to log out and log in to your computer following this installation, prior to running a PSCAD case with GFortran. This is required to apply the changes to your computer. Page 30

34 i. Proceed as follows: For v4.5.3 Select PSCAD will use self-licensing. Select OK to continue. For v4.5.4 Select PSCAD will use self-licensing. Select Next to continue. For v4.5.5 and v4.6.0 Select Certificate or lock-based licensing. Select Next to continue. Page 31

35 j. The Information screen will display your system resources. Select Next. k. When the Setup Status screen displays, PSCAD will be installed. l. If you also chose to install GFortran, this will be installed next. m. If you also chose to install LiveWire or LiveWire Lite, this will be installed next. Page 32

36 n. When prompted, unplug any Sentinel USB locks, then select OK. The InstallShield Wizard will install (or repair) your Sentinel Drivers. o. This concludes the installations. Select Finish. Page 33

37 4.2 Installation using MyUpdater These instructions are applicable when MyUpdater will be used for the PSCAD software installation. Perform the following: s 1. If operating on Windows Vista or later, ensure that you have Windows administrative privileges on your computer prior to beginning the installation. 2. If you encounter any installation issues, refer to Section 7.3. a. If MyUpdater is not already installed on your computer, install it as follows: Open a web browser and go to the MyCentre website ( On the Home tab, click on the following button to initiate the installation: On Windows Vista and later, the User Account Control dialog box will display to confirm this installation. Ensure to select the option to run with Windows administrative privileges. When first installed, MyUpdater will launch automatically. Log in using your MyCentre login credentials when prompted. s 1. If you encounter any login issues, refer to Section To launch MyUpdater manually, browse to All Programs PSCAD MyUpdater in the Windows Start menu. If prompted, ensure to select the option to run with Windows administrative privileges if you will be installing, updating or uninstalling software. b. Your products will be listed in the MyUpdater utility. In the Setup column, select Install. The software will be installed. Page 34

38 c. PSCAD requires a Fortran compiler to run PSCAD cases. As such, if you do not have a commercial compiler, such as Intel Fortran composer, it is recommended to also install GFortran. If GFortran will be installed, ensure to log out and log in to your computer following this installation, prior to running a PSCAD case with GFortran. This is required to apply the changes to your computer. Page 35

39 5. Launch PSCAD This section provides instructions for launching PSCAD. There are two different ways to launch PSCAD, depending on how it was installed: If PSCAD was installed using the InstallShield Wizard (per Section 4.1), then the software is launched from the Windows Start menu as per Section 5.1. Or, if the software was installed using the MyUpdater utility (Section 4.2), then PSCAD is launched using the MyUpdater utility as per Section Launch PSCAD from the Windows Start Menu If PSCAD was installed using the InstallShield Wizard, PSCAD may be launch from the Windows Start menu, according to your Windows operating system, version, and licensing type: Page 36

40 5.2 Launch PSCAD from the MyUpdater Utility If PSCAD was installed using the MyUpdater utility, then PSCAD should also be launched using the MyUpdater utility. Proceed as follows: If there are any issues with launching or using MyUpdater, refer to Section 7.3. a. Launch the MyUpdater utility: From the Windows Start menu, browse to Programs PSCAD MyUpdater. For Windows Vista and later: When the User Account Control dialog box displays, select the option to launch updateclient.exe with Windows administrative privileges. You may elect to not launch updateclient.exe with Windows administrative privileges if you will not be installing or updating software using MyUpdater, and will simply use MyUpdater to launch PSCAD. b. Log in to MyUpdater when prompted. If there are any login issues, refer to Section 7.2. c. Select Run in the MyUpdater utility to launch PSCAD: Page 37

41 6. Switch between Certificate and Legacy Licensing This section provides instructions for setting PSCAD to the required licensing configuration. Proceed as follows: For a brief description of the two licensing configurations, refer to Section 6.1. If you are using a certificate trial license (Section 2), the licensing may be set to certificate licensing per Section 6.2. If you are using a lockless trial license (Section 3), the licensing may be set to legacy per Section 6.3. Page 38

42 6.1 Description of Licensing Methods PSCAD may be set to two different licensing configurations, Certificate Licensing or Legacy Licensing. Certificate Licensing Certificate licensing (also known as Advanced Licensing or Internet Licensing) is supported on v4.5.3 and later. This licensing uses login credentials in a web tool, MyCentre, to authorize licensing. When licensing is authorized, a certificate is issued to the computer running PSCAD. The certificate may be retained on the computer for future use, or returned to MyCentre so that it is available for activation on a different computer. This method is currently used for temporary licensing: Lease-licensing and evaluations (trials). Once it is officially released, it will also be available for permanent licensing. Two different PSCAD editions are available with certificate licensing: Fully-featured or limited-featured. A certificate trial license will run a fully-featured edition, for example PSCAD v This type of licensing is time-limited, and is covered in Section 2 of this manual. Certificate licensing is also used to run our limited-feature edition, the PSCAD Free Edition. The license for this edition is not time-limited, and is available to users through their MyCentre user account. For more information on this edition, refer to the manual Managing MyCentre, available on the following webpage: Legacy Licensing Legacy licensing (also known as Intranet Licensing) uses two different licensing types, Lock- Based and Lockless. Lock-based licensing refers to using a combination of USB lock (dongle) and license database file to authorize licensing. This licensing is applicable to v4.5 and v4.6, but is not covered in this manual. For more information, refer to the manual Installing PSCAD X4, posted on the following webpage: Lockless licensing is covered in Section 3 of this manual, and is applicable to v4.5.0 to v This licensing refers to licensing PSCAD without the use of a USB lock. In this configuration, a license file is installed on a PSCAD computer, and remains locked to that computer. Lockless licensing is typically used for a temporary evaluation (a trial) of our fully-featured software. Page 39

43 6.2 Set the Certificate Licensing Configuration This procedure for configuring PSCAD to use certificate licensing (for trial license listed in Section 2). Proceed as follows: This procedure is not applicable for PSCAD v4.5.2 and earlier. a. Launch PSCAD as follows: If PSCAD was installed using the InstallShield Wizard, go to Section 5.1 for this launch. Or, if PSCAD was installed using the MyUpdater utility, go to Section 5.2 for this launch. b. Close out of all automatically displayed dialog boxes. c. Display the Application Options dialog box (from the PSCAD Start button, select Options ). d. Select the Advanced or Certificate licensing page from the drop-down menu, as applicable. e. Locate the Startup Behaviour Licensing Service : Page 40

44 f. If the above field is not set to Advanced licensing or Certificate licensing, perform the following: Click on the drop-down menu. For v4.5.3 and v4.5.4, select Advanced Licensing (internet) from the menu. Or, for v4.5.5 and later, select Certificate Licensing (internet) from the menu. Select Ok to apply the change. g. The licensing will now be configured to Certificate (Advanced) Licensing. h. Proceed to Section 2.8 to activate a certificate to run PSCAD. Page 41

45 6.3 Set the Legacy Licensing Configuration This procedure for configuring PSCAD to use legacy licensing (required for lockless trial license listed in Section 3). Proceed as follows: This procedure is not applicable for the following versions: PSCAD v4.5.2 and earlier, the Free Edition, or any unreleased editions. a. Launch PSCAD as per Section 5.1. b. Close out of all automatically displayed dialog boxes. c. Display the Application Options dialog box (from the PSCAD Start button, select Options ). d. Select the Advanced or Certificate licensing page from the drop-down menu, as applicable. e. Review the Startup Behaviour Licensing Service : Page 42

46 f. If the above field is not set to Legacy Licensing, perform the following: Click on the drop-down menu. Select Legacy licensing (intranet) when the menu is displayed. Select Ok to apply the change. g. The licensing configuration will now be set to legacy licensing. h. Proceed as applicable: Go to Section 3.4 to generate the trial license request, or Go to Section 3.5 to install and activate the trial license. Page 43

47 7. Resolve Issues Refer to the following sections if you encounter any issues: See Section 7.1 for software installation issues using the InstallShield Wizard See Section 7.2 for MyCentre and MyUpdater login issues (related to obtaining certificate licensing) See Section 7.3 for installing and using the MyUpdater utility See Section 7.4 for issues with activating certificate licensing See Section 7.5 for issues with installing and activating lockless licensing See Section 7.6 to contact our support desk Page 44

48 7.1 Software Installation Issues If you encounter any software installation issues using the InstallShield Wizard (Section 4.1), you may troubleshoot them using the manual Resolving Installation Errors, available on the following webpage: If you are still unable to resolve the problem, please contact our support desk as per Section 7.6. Ensure to include as much information as possible to describe when the problem occurred and screenshots of any error messages, as well as a Get Info log file, which is generated as described in Step 7.5 (a), and a Fortran Medic log file, which is generated as follows: a. Download the latest FortranMedic from our website, and unzip and save it to your computer. b. Run the FortranMedic.exe file. c. In the Fortran Medic utility, click on the Actions menu and select Start. d. After the utility is done retrieving information, click on the Actions menu and select Save Messages. The Fortran Medic message window will display the location of the saved messages text file on your computer. Page 45

49 7.2 Login Issues This section provides assistance when MyCentre, MyUpdater and PSCAD login issues are encountered (Sections and 5.2).Proceed as follows: See Section for general login tips. See Section if a password is forgotten. See Section if a temporary password is not received General Login Tips The following are some tips for login issues with MyCentre, MyUpdater, and PSCAD licensing: In the Username field, you may enter either the username or address associated with your MyCentre user account. In the Password field, enter the password associated with your MyCentre user account. Ensure that you are not entering your Windows login password. The login fields are case sensitive. If you have forgotten your password, it may be reset as per Section If you have not received the automatically generated containing the password information following MyCentre registration or password reset, see Section For any ongoing login issues, please contact our support desk as per Section 7.6. Include your MyCentre username and address, as well as screenshots of any error messages. Page 46

50 7.2.2 Resetting your Password If you have forgotten your password, it may be reset as follows: a. Go to the Log In page: b. Fill in the page as shown: c. You will be notified that your password has been reset, and that a reset link has been ed to you. If you have not received an with a temporary password within a few minutes, refer to Section Page 47

51 d. In the generated , follow the link provided to display the login reset webpage. The two methods for displaying this webpage are shown in the following screenshot: e. When prompted, reset your password as shown: f. If the password reset was successful, you will be notified as shown. Selecting Return to Home will log you in to MyCentre and display the Home page. Page 48

52 7.2.3 Blocked s When registering a new MyCentre user account (Section 2.3), or resetting your password (Section 7.2.2), you should receive an automatically generated with password information shortly after submitting the request (usually within a few minutes). If you did not receive this , it may have been caught in your Junk folder or blocked by your network server or firewall. This may be resolved using one of the following methods: Retrieve the from your Junk folder. If you suspect that your organization is blocking these s, request that the IT staff recover the . If this is not possible, consider registering a new MyCentre user account using a personal address; once you have received your temporary password over your personal network, you may use it to log in to MyCentre on either network (home or organization). Page 49

53 7.3 MyUpdater Issues For issues related to installing and using MyUpdater, please refer to the manual Update Client Common Issues. This manual is posted on the following webpage: If you require further assistance, please forward the following information to our Support Desk as per Section 7.6: Your username and address as registered in MyCentre. A description of the problem and the point at which it occurred. Screenshots of any error messages. If MyUpdater is installed, save the messages to your computer following the failed step, and send in the log file: Page 50

54 7.4 Certificate Licensing Issues If you encounter any issues with activating a certificate (Section 2.8), please forward your PscadLmgr.txt file to our support desk to determine the reason. This file may be saved to your computer through your System Settings dialog box as shown show below, then attached in an and forwarded to our support desk as per Section 7.6. Page 51

55 7.5 PSCAD Lockless Trial Licensing Issues If you encounter any issues with installing and activating a PSCAD lockless trial license in Section 3, please forward the following log files to our support desk as per Section 7.6 to determine the reason: a. GetInfo.txt file: This file is available as follows: Download the GetInfo utility from the following link and save to your computer: Run the GetInfo32.exe file. The Get Info utility will run. The generated file will be saved to your computer and opened on your desktop; the file location will be displayed. b. PscadLmgr.txt file: The location of this file is related to your Windows operating system, as follows: On Windows XP: C:\Documents and Settings\All Users\Application Data\Manitoba HVDC Research Centre\LicenseManager\PscadLmgr.txt On Windows Vista and later (send all as available): C:\Users\All Users\Manitoba HVDC Research Centre\LicenseManager\PscadLmgr.txt C:\Users\<Your User ID>\AppData\Local\Manitoba HVDC Research Centre\LicenseManager\PscadLmgr.txt C:\ProgramData\Manitoba HVDC Research Centre\LicenseManager\PscadLmgr.txt Page 52

56 7.6 Contact the Support Desk If you are unable to resolve an installation, login, or licensing issue, please submit a support request to our support desk as discussed below Relevant Information for a Support Request Ensure to include all relevant information in your support request to expedite assistance, including: Your PSCAD trial license type (e.g. lockless licensing or certificate licensing) A detailed description of the issue For a certificate licensing issue, your licensing log file as per Section 7.4 For a lockless licensing issue, your Get Info and PscadLmgr log files as per Section 7.5 Any other log files as specified in Section 7 Screenshots of any error messages How to Submit a Support Request Contact the support desk in one of the following two manners, ensuring to include the relevant information outlined in Section 7.6.1: 1. Send an to support@pscad.com. 2. Or, submit the support request through the PSCAD application as described in the manual, Requesting Support, available on the following webpage: Page 53

57 Appendix A: Resources for New Users The following resources may assist new users to become familiar with PSCAD: User guides, application notes, tutorials, and example cases are available at the following link: Instructional videos are available on the MyCentre Home and Videos tabs of the following webpage: The PSCAD On-Line Help system provides detailed information and instructions on the PSCAD tools and features. This is available by selecting Help from the PSCAD Start button. Page 54

58 There are three tutorials in the online help for designing PSCAD cases. Examples and tutorial projects to view and run are available through the PSCAD start button. Page 55

59 DOCUMENT TRACKING Rev. Description Date 0 Initial 14/Jan/ Revision 16/Jan/ Generalized to cover v4.5.0 to v4.5.2; Added new section for 14/Jun/2013 LiveWire trial license; Revised support desk contact information; General corrections and improvements 3 Minor updates for v4.5.3 release and Intel 13 support, minor 22/Nov/2013 corrections, updated title page 4 Deleted LiveWire installation/licensing/troubleshooting instructions 28/Nov/2014 (moved to Installing PSCAD manual); Added v4.5.4 release (Certificate Licensing) 5 Updated to v4.6.0; re-organized 20/April/ Updated to v4.5.5, Updated to MyCentre changes; Improvements 30/Nov/2015