On Line Licensing For Service Software - Cat

Transcription

On Line Licensing for Service SoftwareSeptember 2015Any changes to the following information are notauthorized or endorsed by Caterpillar Inc.

Table of Contents Licensing Expiration Schedule Managing Licenses Main Screen Dealer SoftwareLicensing - DSL New Software License OrderCat ET Assign New License Search for Unassigned LicensesSoftware ActivationService Software DeactivationTransfer LicenseRevoke Licenses – Cat ETRevoke Licenses – SIS DVDExcel ExportOrder Details Editable FieldsContact Us

Licensing Expiration Schedule Cat ET– Dealer Cat ET license will run January – December each year– Customer Cat ET license expires 365 days from the date the licenseORDER is Placed in the Dealer Software Licensing (DSL) system SIS DVD and SIS Network– Dealer SIS DVD license will run January – December each year– Customer SIS DVD license expires 365 days from the date the licenseORDER is Placed in the Dealer Software Licensing (DSL) systemLicensing Expiration ScheduleUser TypeCat ET and SISDealerJanuary - DecemberCustomer365 Days from Order Creation

Licensing ProcessDealer SoftwareAdministrator forDealer Code Z999Dealer SoftwareLicensing System(DSL)Creates an Order forCustomer XYZ10 Licenses ofNEXG5007 Customer AllProduct Cat ETFills an Order of 10Unassigned Licensesof NEXG5007 Customer AllProduct Cat ET to be used byCustomer XYZCreates an Order forCustomer XYZ100 Licenses ofRERA0003 Customer SIS DVDFills an Order of 100Unassigned Licenses ofRERA0003 Customer SIS DVDto be used by Customer XYZDealer SoftwareAdministrator forDealer Code Z999Assigns License 1 of 10NEXG5007 Cat ET Licenses toTom Smith of Customer XYZAssigns License 2 of 10NEXG5007 Cat ET Licenses toDick Smith of Customer XYZAssigns License 3 of 10NEXG5007 Cat ET Licenses toHarry Smith of Customer XYZ

Managing Licenses Yearly Orders of Licenses Caterpillar created License Orders for each Dealer by SubscriptionType for Dealer Caterpillar Renews DEALER SITE LICENSE Orders (JERD2129,RERA0004 & NEXG5043) in October and will renew yearly Each Dealer will need to Renew their CUSTOMER Orders bySubscription Type for Customer Usage (JERD2125, NEXG5007,NEXG5009, RERA0003, etc.) prior to the Order Expiration Dates

Managing Licenses Assigning a License Each order contains a specific number of licenses A license is UNASSIGNED until an authorized DSL user ASSIGNSthe license by NAME to an individual user

Main Screen Dealer Software Licensing - DSL New Software License Order Assign New License Cat ET, SIS DVD, Olympian EST, Olympian Compass USBCat ET, SIS DVD, Truck PAR, Olympian Compass, Olympian ESTTransfer Truck PAR, Olympian Compass

New Software License OrderYearly Order of theNumber of Licenses RequiredCustomer SubscriptionsCat ET and SIS DVDDealer SubscriptionsOlympian ESTOlympian Compass USB

New Software License OrderCat ETClick Cat ET

New Software License Order – Cat ET Customer1.2.3.4.REQUIRED INFORMATIONChoose License TypeOwning Organization – Dealer CodeOrder Name – Must be UniqueNumber of Licenses – 1 up to 100Z999 Cat DealerOptional Information5. Purchase Order – For your futurereference –6. Click Next

New Software License Order – Cat ET CustomerReview Information1. Order Name Correct?Z9992. License Type Correct?3. Owning OrganizationCorrect?4. Number of LicensesCorrect?5. Purchase Order Correct?6. If All Information is CorrectClick SubmitIf All Information is NOT CorrectClick Back or Cancel

New Software License Order ReceiptReview InformationOrder Name:Specific to each License OrderZ99931-Jul-2015Order Valid from:Date the License Order was placed

Assign a License1. Users can print the New OrderReceipt for their records.2. After Printing, Users can Assign aLicense(s) by Clicking the Assigna License ButtonZ99931-Jul-2015Assign a License ButtonAllows User to Assign License to Specific Software UserPrint ButtonAllows User toPrint New Order Receipt

Assign a LicenseEnter the Serial Numberor Asset Numberof the Intended Computerin the Assign Name boxSerial or Asset Number isthe Dealer’s Choice toEnsure License can beTracked Later31-Jul-2015Z999abc

Assign a LicenseComputer Asset Number1a2s3d4fwill be Assigned this License31-Jul-2015Z999abcClick Assign License Button – Assigns License to Computer Asset Number 1a2s3d4f

Assign License Detail31-Jul-2015

Assign License DetailRemaining UnassignedCounts the Number ofLicenses in an Order thatare UNASSIGNEDActivation ID31-Jul-2015Serial NumberAttention:License is Assignedto Asset 1a2b3d4fClicking License detailsAllows User to view all License Detail Information

License Details InformationZ99931-Jul-2015Z999abc1-Aug-2016

Additional License AssignmentUsers can AssignAdditionalLicenses from theSAME License Order31-Jul-2015Click Additional Assignment toAssign a License to another specific Software User

Assign a LicenseEnter the Serial Numberor Asset Numberof the Intended Computerin the Assign Name boxSerial or Asset Number isthe Dealer’s Choice toEnsure License can beTracked Later31-Jul-2015Z999abc

Assign a License5q6w7e8rComputer Asset Number5q6w7e8rwill be Assigned this License31-Jul-2015Z999abcClick Assign License Button – Assigns License to Computer Asset Number 5q6w7e8r

Assign License DetailRemaining UnassignedCounts the Number ofLicenses in an Order thatare UNASSIGNEDActivation ID31-Jul-2015Serial NumberAttention:License is Assignedto Asset 5q6w7e8rClicking License detailsAllows User to view all License Detail Information

Assign New License Software users MUST be assigned anActivation ID that will license their copy ofCat ET, SIS DVD and Olympian EST Truck Par and Olympian Compass DO NOTrequire a license order Truck Par and Olympian Compass will belicensed in the same manner as previouseditions

Assign New License - Cat ETREQUIRED INFORMATION1.2.Choose License TypeOwning Organization – DealerCodeOptional InformationPurchase OrderOrder NameOrder IdCreating User CWS Id

Assign New License – Search forUnassigned LicenseREQUIRED INFORMATION1.2.Choose License TypeOwning Organization – DealerCodeOptional InformationPurchase OrderOrder NameOrder IdCreating User CWS IdClick SearchZ999

Assign New License – Search forUnassigned LicenseSearch ResultsDisplays Existing Orders thatcontain Available Licenses andTotal Licenses in the OrderClicking AssignAllows User to Assign Licenses

Assign a LicenseEnter the Serial Numberor Asset Numberof the Intended Computerin the Assign Name boxSerial or Asset Number isthe Dealer’s Choice toEnsure License can beTracked LaterZ999abc

Assign a License9P8L7M6NComputer Asset Number9P8L7M6Nwill be Assigned this LicenseZ999abcClick Assign License Button – Assigns License to Computer Asset Number 9P8L7M6N

Additional License AssignmentNOTICENo more licensesavailableAll licenses in thisOrder are ASSIGNEDClick New Search toFind more available licenses– Or –Create a New Software Order

Software Activation - Cat ET and SIS DVD Software users MUST be assigned an Activation ID that will licensetheir copy of Cat ET and SIS DVD After software is installed, the Activation ID must be installed toActivate the software Software may be licensed Online or ManuallyOnline is the PREFERRED Method Manual licensing forces the user to obtain a file via the Internetduring the process

Online Service Software Activation Instructions for the Activation of Cat ET and SIS DVD servicesoftware follow the same format. The examples that are shown in this presentation represent theCat ET procedure. Please follow the same process for SIS DVD.

Online Activation - Cat ET1XXClickLicense Cat ET

Online Activation - Cat ET1XXChoose a MethodOnline or ManualThe ONLINE Method is PREFERRED for Faster InstallationClick Next

Online Activation - Cat ET1XX1. Click Activate2. Click Next

Online Activation - Cat 00XXXXXXXXXJoe TechEnter Activation IDEnter User NameEnter PC Serial Number or Asset Tag NumberClick Activate

Online Activation - Cat ET1XXProgress Bar?-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2Joe TechC00XXXXXXXXX

Online Activation - Cat ET1XXSUCCESSCat ET is LicensedClick OK?-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2Joe TechC00XXXXXXXXX

Online Activation - Cat ETX1XX1. ET Serial Number2. Activation ID3. DAYS REMAININGon License?-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn21X

Manual Service Software Activation Instructions for the Manual Activation of Cat ET and SIS DVDservice software follow the same format. The examples that are shown in this presentation represent theCat ET procedure. Please follow the same process for SIS DVD.

Manual Activation - Cat ETUser selects Manual to generate aRequest file that must be uploaded to thelicense activation server manuallyThe ONLINE Method is PREFERREDfor Faster Installation1. Select Manual2. Click Next

Manual Activation - Cat ET1XX1. Click Activate2. Click Next

Manual Activation - Cat ET1XX1.2.3.4.5.Enter Activation IDEnter User NameEnter PC Serial Number orAsset Tag NumberClick Save RequestSend Manual Request.xmlfile to License Admin viaFlash Drive or other device

Manual Activation - Cat ET Dealer License Administrator uses DSL to send Manual Request.xml file to LicenseSecurity Server Dealer License Admin generates Response File and saves response.xml Response Fileto Flash Drive or other device Cat ET User Loads response.xml file Response File on User’s PC Service Software application prompts user to accept the license in order to install theActivation ID onto PC Application is enabled with the proper level of functionality License is enabled for 365 days Manual licensing forces the user to obtain a file via the Internet during theprocess

Manual Activation - Cat ET1XX1. License Admin sends ResponseFile to Cat ET User2. User launches Cat ET3. User Selects Load Response File

Manual Activation - Cat ETSelect response.xml

Manual Activation - Cat ETClick Open

Manual Activation - Cat ET1XXClick OK

Manual Activation - Cat ET1XXClickLicense Cat ET

Manual Activation - Cat oe TechC00XXXXXXXXXSUCCESSCat ET is Licensed

Manual Activation - Cat ETX1XX1. ET Serial Number2. Activation ID3. DAYS REMAININGon License?-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2X

Service Software Deactivation Instructions for the Deactivation of Cat ET and SIS DVD servicesoftware follow the same format. The examples that are shown in this presentation represent theCat ET procedure. Please follow the same process for SIS DVD.

Deactivation - Cat ET1XX1. Record or copy theActivation ID in aseparate file in order toinstall the Activation IDin a New n2Joe TechC00XXXXXXXXX2.3.Click NextChoose Deactivate

Deactivation - Cat oe TechC00XXXXXXXXXClick Deactivate

Deactivation - Cat oe TechC00XXXXXXXXXClick Yes

Deactivation - Cat oe TechProgress Bar

Deactivation - Cat oe TechClick OKThe recorded Activation ID can now beinstalled in a different computer

Transfer LicenseOnly applies toTruckPAR andOlympian CompassOld Type License

Revoke Licenses - Cat ET & SIS DVD Computers can be lost, smashed, stolen, etc. Cat ET or SIS DVD Licenses may be Revoked Revoked Licenses may be REPLACED Revoked Licenses may be NOT REPLACED

Revoke and Replace License - Cat ETIf a license is Revoked and Replaced, the Total License count in an Order Increases Order XYZ of 10 TOTAL Licenses Exists5 Licenses are Unassigned and Available 5 Licenses are Assigned10 total licenses in Order XYZ If one of the 5 Assigned Licenses from Order XYZ is Revoked and Replaced6 Licenses are Unassigned and Available 4 Licenses are Assigned1 License is REVOKED11 total licenses in Order XYZ

Revoke and Not Replace License - Cat ETIf a license is Revoked and Not Replaced, the License count in an Order is Maintained Order XYZ of 10 TOTAL Licenses Exists5 Licenses are Unassigned and Available 5 Licenses are Assigned10 total licenses in Order XYZ If one of the 5 Assigned Licenses from Order XYZ is Revoked and Not Replaced5 Licenses are Unassigned and Available 4 Licenses are Assigned1 License is REVOKED10 total licenses in Order XYZ

Revoke License – Cat ETClick Revoke License

Enter the Serial Number to be RevokedET475903Click Find

Revoke License1. Enter Reason forRevoking License2. Choose Revoke and Replace– Or –Revoke without Replacement3. Click Confirm

Revoke & Replace License ResultsET475903Click Reassign this licenseTo Immediately Assign the Replacement License

Revoke Without Replacement License Results

Revoke Details

Revoke Licenses – SIS Serial Number Recycling Beginning in September 2015 SIS DVD or SIS Network serial numbers willbe RECYCLED after a license is Revoked & Replaced SIS DVD software vendor bills Cat based on a count of Active SerialNumbers New serial numbers issued to current users inflates the user count after arevoke and replacement of a SIS DVD license Recycling serial numbers will help reduce cost to Cat which is passed onto Cat dealers.

Revoke Licenses – SIS Serial Number RecyclingWhen SIS DVD or SIS Network licenses are revoked and REPLACEDthe revoked serial number will be RECYCLED with a new Activation IDCat ET Serial Numbers WILL NOT BE RECYCLEDThis change affects SIS DVD or SIS Network ONLY

Revoke License ScenarioSIS Serial Number Recycling When SIS DVD or SIS Network licenses are revoked and REPLACED therevoked serial number will be RECYCLED with a new Activation ID Serial Number SS099947 must be revoked and replaced b

Cat ET, SIS DVD and Olympian EST Truck Par and Olympian Compass DO NOT require a license order Truck Par and Olympian Compass will be licensed in the same manner as previous editions. REQUIRED INFORMATION 1. Choose License Type 2. Owning Organization –Dealer Code Optional Information Purchase Order Order Name Order Id Creating User CWS Id Assign New License -Cat