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Installation Instructions
Version 7.1
06 / 2012
Copyright © 2012 EPLAN Software & Service GmbH & Co. KG.
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Table of contents
Table of contents
Introduction ....................................................................................... 5
Notes for the Reader .................................................................................. 6
Requirements .................................................................................... 7
Software ..................................................................................................... 7
Approved for ............................................................................................... 8
Software No Longer Supported ................................................................. 8
Updating an Existing EPLAN License Manager .............................. 9
Uninstalling ELM 6.1 under Windows Server 2003.................................... 9
Uninstalling RDS 5 under Windows Server 2003 ...................................... 9
Uninstalling RDS 4.3 under Windows 2000 Server ................................. 10
Installing the EPLAN License Manager ................................................... 11
Configuring the DCOM Interface .................................................... 15
Approved Windows Server Operating Systems ....................................... 15
Windows XP Professional, Windows Vista, and Windows 7.................... 22
Configuring the EPLAN License Manager ..................................... 30
Launching the configuration program ...................................................... 31
Validating / Updating a License ............................................................... 31
Defining Bundles ...................................................................................... 32
Defining new bundles ............................................................................................. 34
Editing bundles ....................................................................................................... 36
Specifying Properties ............................................................................... 37
Making Settings for Borrowing Network Licenses .................................... 41
Define Settings for Saving the Event Log ................................................ 43
Define Settings for Rights Management .................................................. 44
Specifying Settings for Failure Protection ................................................ 47
Using EPLAN License Client .......................................................... 51
Installing the EPLAN License Client ........................................................ 51
Connecting the Client Computer to the EPLAN License Manager .......... 52
Borrowing a License with EPLAN License Manager................................ 54
Creating a Request File with EPLAN License Client ............................... 56
Introduction
Dear EPLAN user,
Note:
Text preceded by this image contains extra notes.
Example:
Examples are highlighted by this symbol.
• Function keys, keyboard keys, and buttons within the program are
shown in square brackets (e.g. [F1] for the "F1" function key).
• To improve the flow of the text, we often use "menu paths" in this
document (for example, Start > Run). In order to find a particular
program function, the menus and options shown in a menu path must
be selected in the sequence shown.
Requirements
In order to run, the EPLAN License Manager requires the following
conditions to be satisfied:
Software
The following software preconditions must be satisfied:
• An operating system for which the EPLAN License Manager is
approved must be installed (see also the next section: "Approved
for").
• It is also assumed that the computer systems all have the latest
security updates.
Caution:
EPLAN products should not be installed on servers running back-office
products from Microsoft (e.g. Proxy, SQL, Active Directory, Exchange) or
other vendors (e.g. Lotus Notes, Linux Server, Novell Server). This
EPLAN version is only suitable for Windows XP, Windows Vista and
Windows Server 2003 and Windows Server 2008, but not for Windows
NT 4.0, Linux, or other operating systems. EPLAN Software & Service
GmbH & Co. KG provides no guarantee that these products will run with
EPLAN Electric P8 or other EPLAN products.
Approved for
Client computer
• Windows XP Professional SP2 and SP3 with all hotfixes and updates
Server
• Windows Server 2003 SP2 and Windows Server 2003 R2 with all
hotfixes and updates.
• Windows Server 2008 SP2 and Windows Server 2008 R2 with all
hotfixes and updates.
Note:
Other servers (e.g. Windows NT 4.0, Windows 2000 Server, Novell,
Linux) are not currently supported.
1. Once the installation wizard has started, select the Program variant
to be installed.
3. Click [Install].
Caution:
If it is the first License Manager in your environment, make sure
that you select the Primary License Manager entry. The Standby
License Manager can only be used if you have included the Failure
protection option in your validated installation.
7. First enter the name of your company in the Company name box.
8. Enter your validation code in the Validation code box and then click
[OK].
Notes:
• At this point, you can also decide to just leave the box blank and
enter the validation code later. To do this, click [OK] and exit the
installation wizard.
• You can also enter several validation codes, one after another.
To do this, click [Apply] after entering the first code. The dialog
remains open and (after the licensed add-ons are displayed) you
can enter another validation code. Do not click [OK] until you
have entered the last validation code.
9. Click [Close].
10. Finally, click [Finish] to end the installation wizard.
The following section explains how to configure the DCOM interface for
operating the EPLAN License Manager.
1. To do this, select Start > Run, and enter the dcomcnfg command in
the Run dialog.
7. You must now decide what security settings you wish to make.
10. On the right side of the window, select the ELM7 component.
11. Right-click this component, and select Popup menu > Properties.
14. If access is to be allowed for all users, select Everyone and then
select the Allow check box for all four permission types.
15. In the Access Permission group box, select the Customize option,
and click the [Edit] button.
16. If access is to be allowed for all users, select Everyone and then
select the Allow check box for all four permission types.
18. If access is to be allowed for all users, select Everyone and then
select the Allow check box for all four permission types.
1. To do this, select Start > Run, and enter the dcomcnfg command in
the Run dialog.
9. You must now decide what security settings you wish to make.
If access is to be allowed for all users, select Everyone and then
select the Allow check box for all four permission types.
11. Then, in the tree view of the Component Services window, navigate
to the DCOM Config folder.
12. On the right side of the window, select the ELM7 component.
13. Right-click this component, and select Popup menu > Properties.
The ELM7 Properties dialog opens.
15. In the Launch and Activation Permissions group box, select the
Customize option and then click the [Edit] button.
16. If access is to be allowed for all users, select Everyone and then
select the Allow check box for all four permission types.
Notes:
• You can also launch the configuration program via the Windows Start
menu. Installation of the EPLAN License Manager creates the menu
items ELM > ELM Configurator in the EPLAN program group.
• Please note that the Borrow, Event log, Rights management and
Failure protection tabs are only displayed if you have validated
EPLAN License Manager, and your license has the extensions
needed for this program.
• Clicking [Apply] saves your new settings in the configuration
program, leaving the dialog open.
• Clicking [Update service] updates the EPLAN License Manager.
Your new settings in the configuration program are now also available
to users when selecting a license.´
Defining Bundles
You define bundles for network licensing on the Define bundles tab.
"Bundling" allows you to group the various licenses for systems and
extensions into practical, well-defined groups.
A bundle can also be created as a "variable bundle". For you this means
that you can create bundles regardless of the number of licenses.
With a variable bundle, all the licenses defined in the bundle are always
used.
Defined Bundles
This box displays all defined bundles. The systems / extensions as-
signed to a bundle are shown in a tree view. You can expand and col-
lapse the tree by double-clicking the bundle name or the corresponding
icon .
Another icon was introduced for the variable bundle so that both non-
variable and variable bundles can be visualized. .
The Delete button is used to delete a defined bundle or completely
remove an assigned system or extension from a bundle. Double-clicking
a system or extension or clicking the Move left button decreases the
allocated number of the selected system or extension by 1.
Toolbar
The following buttons are available on the toolbar above the list of
defined bundles:
Button Meaning
(New) Generates a new bundle.
(Edit) Allows a selected bundle to be renamed. Opens
the Edit number of systems / extensions dialog
for the selected systems / extensions. Allows the
number of licenses to be changed.
Button Meaning
(Delete) Deletes the selected bundle(s). Removes
selected systems or extensions from a bundle.
(Bundle Used to convert a non-variable bundle to a
properties) variable bundle.
(Import) Opens a dialog allowing bundle files to be
imported.
(Export) Opens a dialog allowing the defined bundles to be
exported as a bundle file (*.4elm).
Popup menu
The popup menu contains the following menu items:
Menu item Meaning
New bundle Generates a new bundle.
Edit Allows a selected bundle to be renamed. Opens
the Edit number of systems / extensions dialog
for the selected systems / extensions. Allows the
number of licenses to be changed.
Bundle properties Used to convert a non-variable bundle to a
variable bundle.
Delete Deletes the selected bundle(s). Removes
selected systems or extensions from a bundle.
Export Opens a dialog allowing the defined bundles to be
exported as a bundle file (*.4elm).
Import Opens a dialog allowing bundle files to be
imported.
3. Here you should enter the bundle name that will later be available to
users.
5. Click [OK].
Notes:
• When you have made your settings, click the [Update services]
button. This will update your settings for all users when they select a
license.
• Double-clicking or single-clicking the (Move to the right) button
deducts a system or extension from the available number (the number
in the Available number column is reduced by 1) and adds it to the
non-variable bundle.
• Make sure that the systems and extensions in the bundle always
result in a valid combination in terms of licenses.
Example:
In our example, we have created a simple variable bundle containing the
"EPLAN Electric P8 - Professional" system. The extensions "EPLAN –
Pages unlimited", "EPLAN W3 Language All", and "EPLAN - User Rights
Management", as well as the licenses for particular versions were then
added to this. In this type of situation – a bundle with one system – we
recommend giving the bundle the same name as the system (in this
example "EPLAN Electric P8 Professional").
For variable bundles, you do not have to specify the number of licenses
used as EPLAN License Manager does this for you.
Note:
If you are using a variable bundle, please make sure that all the available
licenses are always used.
Editing bundles
The Edit feature allows you to add or remove licenses from a selected
system or extension in a bundle.
2. Select Edit.
The Edit number of licenses dialog opens.
Specifying Properties
You can define the following properties on the Properties tab:
• Maximum number of computers allowed
• License expiration date
• Cross-domain usage
• Monitoring interval for checking the client/server connection
• Offline borrowing
• Password changes
• Monitor
Cross-domain usage
If you want to use License Manager across domains, you will need the
necessary license.
Note:
Please note that this field is not displayed unless your validation code
incorporates this functionality.
Monitoring interval
If the EPLAN application on the client computer does not contact the
server within the time interval specified in Timeout for license user
response (e.g. because a program was aborted), EPLAN License
Manager releases the previously used license, thus making it available to
another user.
[Borrow]
Click this button to create an offline license file. To do this you will need a
request file created on the client, which is loaded in the Borrow license
dialog.
Note:
Please note that this button is not displayed unless your validation code
incorporates this functionality.
The request file can be created using the Network license > Borrow
license > Create request file menu option from the Select license
dialog on the license client.
When the request file thus created is received, it is displayed by clicking
the [...] button.
Click the [Borrow] button. An .egb file is created. The ELM data
directory is suggested by default (e.g. C:\Users\Public\EPLAN\ELM).
Note:
You can also specify a different location for creating this file.
[Change password]
This button is used to define a password for the ELM configurator. The
password protects the program from unauthorized access.
Note:
Please note that the Old password box can only be empty the very
first time a password is created. Otherwise, the correct old password
must always be entered here.
4. Click [OK].
[Monitor]
This button is used to display the current ELM utilization. You can also
check the status of the standby License Manager.
If you have not yet defined a bundle on the Define bundles tab, then the
Available bundles box only contains the "Default" bundle. This lists all
systems and modules belonging to the license you are using.
Note:
Subsequent changes to the settings on the Borrow tab (e.g. a modified
borrowing period) have no effect on network licenses that are already
borrowed.
To start logging, activate the Create event log check box on the Event
log tab. You can then define the Directory and Retention time for the
event log.
This gives you an overview of all the bundles you have created. The
"ELM.Everyone" permission is assigned to each bundle by default.
Note:
"ELM.Everyone" allows all users within and outside a domain to access
the License Manager. The important factor here is that, as described
under "DCOM", the user is set up or has a user with which he can log on
to the server.
Toolbar
Button Meaning
(New) Generates a new user
(Delete) Deletes the selected user
(ELM.Everyone) Adds the "ELM.Everyone" user
To select a user from the domain, click the [...] button. The operating
system's default dialog for this action is displayed.
Continue in the normal way for this operating system. In this example,
the "Any" user from the "Electric P8 Select" bundle is added.
Then click [OK]. The user is displayed under User / group name. He is
given the "Use" and "Borrow" permissions by default.
You can configure the Use and Borrow areas manually. To do this, click
the "Allowed" entry in the Use column. You can now decide whether the
user should be allowed to use the bundle.
Configure in the same way for Borrow.
Note:
If you are using a group, you cannot nest one group inside another. You
may only define users within the group. EPLAN License Manager will not
break down another group.
Find the "Remote Dongle Service" entry and open the properties for this
service. Then select the Log on tab.
Select the This account option, then select a user for the service.
Note:
Here you can create a user in the domain. They should be created as the
default user in the domain. Give the user administrator rights on the
server on which EPLAN License Manager is running.
If you have any other questions, please consult your system
administrator.
Note:
Please make sure that the primary EPLAN License Manager and
standby EPLAN License Manager are in the same domain.
1. Once the installation wizard has started, select the "License Client"
program variant.
2. Click [Install].
Note:
For installations that are run using MSIEXEC, you must enter the call
setup.exe /q for a silent installation, rather than the MSIEXEC call.
Type /? to call other parameters.
Note:
Please note that you cannot use the character string "\\" when
specifying the server name.
3. Click [OK].
4. Click [Close].
The Select license dialog is displayed.
Note:
The small yellow star on the icon indicates the most recently used
license. You can borrow a license via Network license > Borrow
license from 'License Manager'. A borrowed network license is
indicated by the icon.
6. Click [OK].
EPLAN starts.
3. Click [OK].
4. Click [Close].
The selection in the Select license dialog is updated and you can
now access the network licenses in the connected EPLAN License
Manager.
In the same way, you can also select the license server using the Select
license > Network license > Connect to License Manager dialog.
Select the bundle that you want to borrow on the server, and click the
[Borrow] button.
If you have already selected a license file, you can use the Recently
used licenses option to select the last used license. If you have still
not selected a license, you can note which license you required in the
Remark box. You then send this file to your EPLAN administrator so that
he can create an offline file on the EPLAN License Manager.
In the same way, you can also create a confirmation file using the Select
license > Network license > Borrow license > Create request file
dialog.
In the same way, you can also load a license using the Select license >
Network license > Borrow license > Load confirmation file dialog.
Click the new [Retrieve online] button. When you open it, your serial
number is displayed. Please enter the other information requested.
If you have a direct Internet connection, simple click the [Send] button. If
you connect to the Internet via a proxy server, click the [Settings] button
and enter your Internet login details in the Settings: Internet
connection dialog.
Note:
Please speak to your system administrator if you need any further
information.
The file contains the following options, which can be used manually:
Option Meaning
[RdsServer]
NetworkAddress=XXXX Computer name of the License Manager
[License]
Borrow=true License is borrowed; if it is set to 'false', the
license is merely used.
Packet=2 Which bundle is used
Duration=7 Number of days used
System Which system is loaded
Modules Which modules are loaded
1. Once the installation wizard has started, select the "Client Tool"
program variant.
2. Click [Install].
Users
This tab shows the current users of the defined EPLAN License
Manager.
For each user , this tab displays the computer name, user name, user
ID, logon time, and for a borrowed license, the date on which the borrow-
ing period expires. If the user has borrowed a network license or has
started an EPLAN License Manager - Monitor, this is indicated by a
different icon (borrowed license: ; ELM Monitor: ).
When you select a user, the box below displays additional information
about this user (e.g. name, host ID of the computer, version information,
and the systems and extensions associated with a selected license). The
systems in a bundle are indicated by this red icon and the extensions
by a corresponding blue icon .
Licensed add-ons
This tab shows the licensed add-ons of the EPLAN License Manager.
The following information, if available, is displayed for every individual
system / extension in the ELM license:
• ID
• Bundle name
• Used / Available
• Borrowed / Available
• Borrowing period.
If you select a system or extension that is in use, the box below shows
which user is currently using this element. If this is a system / extension
belonging to a borrowed network license, you will also see the borrowing
period.
General
This tab shows additional general information on the EPLAN License
Manager (e.g. settings made under Monitoring interval or Borrow
license).
Dialog language
Different languages for the user interface are offered for selection in this
drop-down list.
Create report
If you want to create a report, click [Create report].
Notes:
• Please note that this button only appears if you have validated EPLAN
License Manager, and your license contains this extension for this
program.
• Please also note that you can only create reports for those bundles to
which you have access. To be able to generate reports for all bundles,
you will need a user who has access rights to all bundles. This is
configured in the Rights management module.
• To be able to generate a report, you must have activated the Create
event log check box on the Event log tab in EPLAN License
Manager – Configurator.
The output format file contains information that is output in a text file. The
output format file is created as an XML file.
It is also possible to read the log files from another directory.
Note:
Please note that UTC computer time is always used when you log in on
the server. Select the Computer time menu option to set the time zone
in which you are working. The output file is then created with your
computer time.
You can also output additional information about the version of EPLAN
License Manager used, the serial number, the dongle number and the
license expiry date.
The regular expressions are used in the value area to filter by a specific
entry. A query about a user or computer would then have the following
structure:
<list>
<linespacing>2</linespacing>
<text>State of used license</text>
<username header="^YourPreciseName@eplan\.lan$" value="all"
format="%USER@%DOMAIN" />
</list>
In this example, the report would search specifically for the name
"YourPreciseName@eplan.lan".
The characters can be used here:
- ^ means search for everything after this character.
- ^ and $ at the end means search for exactly this expression.
<summary value="current">
<linespacing>2</linespacing>
<text>Summary of license</text>
<bundle header="Bundle" value="all"/>
<module header="MODULE" value="all"/>
<totalissued header="Total Issued" value="all"/>
<totalinuse header="Total licenses in use" value="all"/>
<totalborrowissued header="Total borrow issued" value="all"/>
<totalborrowed header="Total borrowed" value="all"/>
<totalfree header="Total free" value="all"/>
</summary>
Only the variable bundles without a default bundle are output in the
above example. The lower entry is used to check the default bundle.
<defaultbundle_summary value="current">
<linespacing>2</linespacing>
<text>Summary of pool source bundle</text>
<bundle header="Bundle" value="all"/>
<module header="Module" value="all"/>
<totalissued header="Total Issued" value="all"/>
<totalinuse header="Total licenses in use" value="all"/>
<totalborrowissued header="Total borrow issued" value="all"/>
<totalborrowed header="Total borrowed" value="all"/>
<totalfree header="Total free" value="all"/>
</defaultbundle_summary>
Note:
Here you should note that it is possible to change the value of summary
and defaultbundle. The following can be specified:
• current: Represents the current status on the license server.
• action: Every action of the license is logged for a specific period.
• For summary, the call would have the following structure:
<summary value="current">
</logfile>
</logfile>
Example
"C:\Programs\EPLAN\ELM\ElmMonitor.exe" /Createreport
/Servername:xt-eplan-1 /Xmlfile:C:\ELMXML
\UserNameElmlogfile.xml /From:02.09.2009 06:17:35
/To:30.12.2009 15:07:35
"C:\Programs\EPLAN\ELM\ElmMonitor.exe" /Createreport
/Servername:xt-eplan-1 /Xmlfile:C:\ELMXML\Elmlogfile.xml
/Lastdays:10