ivend Retail License Guide - PDF Free Download

ivend Retail License Guide March 2016

Typography Convention Type Style Description Example Words or characters quoted from the screen. These include field names, screen titles, push buttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents. Example Emphasized words or expressions. EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAMPLE Keys on the keyboard, for example, F2 or ENTER. Copyrights 2016. All Rights Reserved. Page 2 of 16

Table of Contents Typography Convention... 2 Introduction... 4 Glossary... 5 Before Installing ivend Retail... 6 Overview... 7 Management Console Licensing for On-Premise Customers... 8 Device-based License Management... 8 User-based License Management... 9 Management Console Licensing for Cloud/Hosted Deployments... 10 Upgrading from ivend Retail 6.2.X to ivend Retail 6.4 R2... 11 Upgrading from ivend Retail 6.4.X to ivend Retail 6.4 R2... 12 License Entitlement... 13 License Violation... 14 POS License Enhancement... 15 Activating license for CitiXsys Products... 16 Copyrights 2016. All Rights Reserved. Page 3 of 16

Introduction This document describes the ivend Retail Licensing System, the various licensing options, and how the license has been implemented for Management Console component in ivend Retail. For detailed information about the described procedures refer to the following documents: ivend Retail-Installation Manual ivend Retail-Management Console User Manual ivend Retail-Point-of-Sale User manual For more information on the ivend Retail Suite, visit https://www.ivend.com For elearning on the ivend Retail Suite, visit https://knowledge.citixsys.com For support on the ivend Retail Suite, visit http://www.support.citixsys.com Copyrights 2016. All Rights Reserved. Page 4 of 16

Glossary Term Enterprise Server Store Server Management Console Point-of-Sale Definition The Enterprise Server is the Head-Office component for ivend Retail. The Enterprise Server can be configured in the following modes: Enterprise Mode: With in Enterprise Mode, Enterprise Server is the point of consolidation for all the stores and also the sole distributor for data to the stores. Any data flow from Store to Store is routed through the Enterprise Server. Mixed Mode: In Mixed Mode, the Enterprise server is turned in to a Store. Where in Enterprise will work as Head-Office as well as Store. The Store Server is where information is entered about each store and where settings are made affecting the behavior and limitations of each user and each Point-of-Sale register. Master record information is synchronized to and from the Enterprise Server at this server. Management Console connects to either Enterprise Server or Store Server for providing the User Interface for the data stored on these servers. Point-of-Sale client for the Stores where all types of sales transactions are conducted. Copyrights 2016. All Rights Reserved. Page 5 of 16

Before Installing ivend Retail 1. Check the hardware and software requirements. Ensure that your system meets the hardware and software requirements by reading the Hardware & Software Specifications Guide. Note For Hardware & Software Specifications Guide, refer to the Product Documentation folder available on CitiXsys Knowledge Portal. 2. To evaluate and run ivend Retail POS, download the Community Edition of ivend Retail POS for Windows from the CitiXsys Knowledge Portal. The Community Edition includes a FREE Terminal POS and an ivend Retail Mobile POS license. Along with the free licenses you also get access to knowledge and resources available on the CitiXsys Knowledge Portal. Also included in the ivend Retail Community Edition are the FREE Automatic updates & Version upgrades, which will keep your software current by fetching the latest Application fixes and feature updates from CitiXsys over the Internet. Note Refer to the section Community Edition VS Business Edition on the CitiXsys Knowledge Portal to see the complete list of differences between the Free Community Edition and the Paid Business Edition. Community Edition customers can request for support at Forums on the CitiXsys Knowledge Portal. 3. If you are looking to purchase the unrestricted Business Edition with 24X7 dedicated support head over to store.ivend.com. Note store.ivend.com is a one stop shop to purchase all components of the ivend Retail Suite. Your account at store.ivend.com allows you to view your purchase history and to renew your license for Annual Upgrades & Support. Copyrights 2016. All Rights Reserved. Page 6 of 16

Overview In prior releases of ivend Retail, the licensing of Management Console was based on Userbased License Management. Starting with ivend Retail 6.4 R2 Release, ivend Retail follows a hybrid licensing model for Management Console which is a combination of both Device-based and User-based licensing which will provide a greater flexibility in terms of license usage for Management Console components. With ivend Retail 6.4 R2, Retailers can decide if the licenses for Management Console in ivend Retail are to be allocated to Devices or Users. The Retailer can use Device-based or a Userbased license or a combination of both the licensing mechanisms across the landscape in order to use Management Console in ivend Retail for On-Premise deployments. Also, the license allocation can be interchanged between User and Devices or vice versa at any point of time for on-premise deployments of ivend Retail. For Cloud/Hosted deployments of ivend Retail the license must be allocated to a user. For Hybrid Deployments, users logging in ivend cloud store or Enterprise would need a user based license while for the on-premise stores both User and Device based licenses can be used. Copyrights 2016. All Rights Reserved. Page 7 of 16

Management Console Licensing for On-Premise Customers Device-based License Management When a Management Console has been assigned a Device-based license, any Management Console user would be allowed to login from this Management Console machine (Device), For example Multiple Users can login to the same device with their respective User IDs and Passwords. A new screen Management Console has been introduced under the Retail Configuration Menu for creating device profiles for the Management Console. To allocate a device based license user must check the flag Has License on the Management Console profile record. When Management Console application is launched for the first time either on Enterprise Server or Store Servers, Management Console profile selection screen will be displayed and all the Management Console profiles corresponding to the Site ID will be listed. User has to select one of the profile from the list and then only he/she can login into the Management Console using their User ID and Password. Once profile is selected, Machine ID and Hardware ID will get automatically populated on the selected profile. Device-based license allocation is only applicable only for On-Premise deployments of ivend Retail. In case of new deployments of ivend Retail 6.4 R2, a default Management Console profile will be provided by the system which will be used for login to the Enterprise Server. Copyrights 2016. All Rights Reserved. Page 8 of 16

User-based License Management When a Management Console license is allocated to a User, the system would allow the user to log into any ivend Retail Management Console machine across the ivend Retail Landscape. In order to allocate a license to a User, check the flag Has License on the Security User screen. Copyrights 2016. All Rights Reserved. Page 9 of 16

Management Console Licensing for Cloud/Hosted Deployments For Cloud/Hosted deployments of ivend Retail Only User based licensing is available. Only users with a valid User License can login in ivend Retail Enterprise or Cloud Stores. Copyrights 2016. All Rights Reserved. Page 10 of 16

Upgrading from ivend Retail 6.2.X to ivend Retail 6.4 R2 Before upgrading to ivend Retail 6.4 R2 please ensure that you have received a new license of ivend Retail 6.4 R2. The new licenses can be requested by writing an email to licenses@citixsys.com mentioning the company name to which ivend Retail licenses have been issued. Once a new license is received, follow the steps below: Ensure that you have CitiXsys License Manager installed on the machine running the SQL Server instance for ivend Retail Enterprise. In case it is installed on a different Server then download and run the CitiXsys License Manager on the machine running the SQL Server instance for ivend Retail Enterprise. With ivend Retail 6.4 R2, it is mandatory to have the CitiXsys License Manager installed on the machine running the SQL Server instance for ivend Retail Enterprise. Ensure that the CitiXsys License Manager Service is running Return your existing ivend Retail licenses Activate your ivend Retail 6.4 R2 licenses on the CitiXsys License Manager installed on the machine running the SQL Server instance for ivend Retail Enterprise. Upgrade ivend Retail installation to version 6.4 R2 by one of the 2 options: o o Executing ivend Retail 6.4 R2 installer across the entire application landscape Upgrade the environment using Automatic Over the Air Upgrade feature Launch Management Console and you will be prompted to enter your Customer ID (which will be given to you along with the new ivend Retail 6.4 R2 Licenses). Once the system upgrades to ivend Retail 6.4 R2, all registered Management Consoles will be allocated a device license. Copyrights 2016. All Rights Reserved. Page 11 of 16

Upgrading from ivend Retail 6.4.X to ivend Retail 6.4 R2 ivend Retail installation on 6.4.X can be upgraded to version 6.4 R2 using one of the 2 options: Executing ivend Retail 6.4 R2 installer across the entire application landscape. Upgrade the environment using Automatic Over-The-Air (OTA) Upgrade feature. Upon successful upgrade to ivend Retail 6.4 R2, all security users marked as Management Console Users would be allocated a User Based Licenses automatically. After the upgrade, Retailer will have an option to re-allocate their existing license entitlements (partially or completely) to a device-based model. Copyrights 2016. All Rights Reserved. Page 12 of 16

License Violation In case of License Violation, only system admin user (user with Id 1 ) will be able to login into Management Console at ivend Retail Enterprise. Upon login the License Entitlement screen will be displayed for any license violations. In case of License Violation, all other users of the Management Console at the Enterprise Server or at the Store Servers, will be displayed a License Violation message and application will close automatically. Copyrights 2016. All Rights Reserved. Page 14 of 16

POS License Enhancement POS Licensing is also enhanced in this version to allow interchangeable licensing for Terminal and Mobile POS. Retailer will be able to re-allocate POS licenses from Terminal POS to Mobile POS and viceversa without the need for a new license. The license allocation can be interchanged at any point of time between Terminal POS and Mobile POS. Copyrights 2016. All Rights Reserved. Page 15 of 16

Activating license for CitiXsys Products After the CitiXsys license manager has been installed, start the CitiXsys License Manager. Go to Start > All Programs > CXS License Administration Tool. In the CitiXsys Licensing Wizard, Introduction Screen select Activate a License and click Next. Note: If the license is installed on the server, then the client machine should automatically pick the license from the Server. If the client machine does not pick the license from the server, then you need to specify the address of the server when prompted by the Add-on. Copyrights 2016. All Rights Reserved. Page 16 of 16