Exact Synergy Enterprise

Updating license

Menu path

Modules > System > Setup > License > Update

Introduction

You can update your license whenever there are changes in your license, for example when you extend the license period, purchase new modules, or add the number of users.

During the license update process, the license modules that have been added, removed, and/or have had the quantity updated will be checked and displayed. The other differences will be ignored, for example, issue date, description, and other information.

Note that while employee and reseller credentials are allowed to download the updated license file, only customer credentials are allowed to run the update process.

Roles & rights

Only users with the Administrator role can update the license.

Note:

• For more details on function rights, go to Modules > System > Setup > Security > Function rights.
• For more details on roles, go to Modules > System Setup > Security > Roles.

What version are you using?

The information in this document is based on product update 501. If you have versions lower than this, certain features explained here will not be applicable.

How do I update the license?

1. Select File (.elcx) at License type and click Browse to select the license file. License files have an .elcx extension and can be downloaded from the customer portal. Alternatively, select Portal at License type and define your customer portal login credentials at Domain, User name, and Password under the Portal section to download the license file directly from the customer portal.
2. Click Update.

Keep in mind:

• Differences in licenses that require the removal of roles

If there are differences in the licenses, and the roles assigned must be removed, a warning message will be displayed to inform you that the roles assigned must be removed (the roles assigned must be removed because the new license contains less quantity for the specific role, or the module is not available). The Differences section will display the modules that are new, removed, or the updated license quantity. To be able to update the license, the two acknowledgement check boxes under the Portal section must be selected. Failure to do so will cause the warning message to flash twice.

• Differences in licenses that do not require the removal of roles

If there are differences in the licenses, and the roles assigned do not have to be removed, a warning message will be displayed to inform you of the differences in the new license. To be able to update the license, the I agree and will proceed with the described update of the license for the Exact Software check box must be selected. Failure to do so will cause the warning message to flash twice.

• Manual license update

If there are no differences between the current license and the new license, the new license will be used. However, if there are differences between the current license and the new license, a message will be displayed to inform you on the difference(s) in the license. Acknowledgement of the difference(s) is required before the license update process can continue. Failure to do so will cause the warning message to flash twice.

If the Portal option is selected at License type under the License section, the credentials will be displayed but it cannot be edited. The password will not be displayed.

If the File (.elcx) option is selected at License type under the License section, and the file has been selected at File (.elcx) under the File (.elcx) section, the file must be selected again on the warning page.

• Automatic license update

For automatic license checking, the message “A license update is available. Do you want to update now or postpone?” will be displayed if there is a license update. However, if there are no differences between the current and new license, the new license will be used. If there are differences between the current and new license, the license information page will be displayed. Acknowledgement of the difference(s) is required before the license update process can continue. Failure to do so will cause the warning message to flash twice.

• Test license

The "Test license" type is now available. You can use the test license to create a new database and update to a test license if the test license account number matches the account number of the current license. However, the license portal OTP is still necessary when switching from/to the reseller demo or customer demo licenses. If you are using the test license, you will see watermarks on the workflow and document pages.

Related document

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