----------------------------------------------------------------- BASIS Installation Guide for NetWare Operating Systems ----------------------------------------------------------------- Last Update: October 6, 1999 -------- Contents -------- Process Description What You Will Need Part 1: Installing the BASIS License Manager Part 2: Installing Visual PRO/5(R) License(s) Part 3: Emergency Licensing Procedures Part 4: Important Licensing Terms -------------------- Process Description -------------------- Visual PRO/5 and PRO/5 Data Server(R) for NetWare revision 2.11 and higher use FLEXlm licensing software. (The FLEXlm End User Manual is included in the provided online documentation.) The overall process of installing these NetWare-based BASIS products requires: 1. installing and setting up the BASIS License Manager (BLM) 2. requesting the individual product licenses from BASIS 3. installing the individual product licenses once you've received them from BASIS 4. installing the products themselves, which includes some configuration of the product. This document contains the procedures for accomplishing this process and for obtaining temporary licenses in the event of an emergency. Part 4 explains some important terms concerning BASIS licenses. ------------------ What You Will Need ------------------ If you purchased product and received product media, you'll need the License Registration Form included for each product. If you have a BASIS product revision 2.00 to 2.05 and are updating from our Web site to revision 2.10 or higher, you'll need your existing serial number and activation key. If you downloaded a demonstration copy from our Web site, you'll have received the demonstration license file as part of the download process. ---------------------------------------- Part 1: Installing BASIS License Manager ---------------------------------------- ===OVERVIEW=== STEP 1. Install the BASIS License Manager STEP 2. Request the Permanent License STEP 3. Install a License ===HOW TO INSTALL AND LICENSE=== STEP 1. Install the BASIS Product 1. Locate your BASIS License Manager. The BASIS License Manager is distributed on media and from the Internet. If you are installing from media, locate and insert it into the drive now. If you are downloading the product from the BASIS ftp site, unzip the self-extracting ZIP file into a temporary directory. 2. Locate your license authorization form you received from BASIS with your product or via fax so you can enter this information during the registration process. 3. Run setup.exe. STEP 2. Request the Permanent License NOTE: If the License Registration wizard is not currently running, double click on the reglic shortcut located in the SYS:\BASIS\BLM directory. 1. At the "BASIS License Registration Wizard" check an appropriate box, if necessary, and click Next to continue. 2. Enter the Host ID of the NetWare server that will be running the BASIS License Manager. To get the Host ID, type CONFIG at the NetWare server console prompt and locate the Node Address for the first network card listed. Click Next to continue. 3. Complete License Registration Information. CONTACT INFORMATION Enter the information listed in the Contact Information section. This is optional unless you want your license delivered to you via fax or e-mail. (This information will only be used to contact you in case of an e-mail or fax transmission error). PRODUCT LICENSE INFORMATION In the Product Information section, enter the serial number and license authorization number exactly as they appear on the License Registration Form that came with your BASIS product. Optionally, enter a host name. While this is not required, it provides an easy way to associate a product serial number and host ID with an individual computer. Click Next to continue to the "License Registration and Delivery Methods" dialog box. 4. Click Next to continue. 5. Select the Registration Method (how you will be sending the license information to BASIS). Indicate how you will be sending the license information to BASIS. Select Web browser, e-mail, phone, fax or other. WEB BROWSER: This is the fastest and therefore the preferred method. EMAIL: The license request will be automatically sent to BASIS by e-mail. If you are working on a machine that does not have e-mail capability, you must select another method. If you are a remote site that tends to experience delays in delivering e-mail, you may experience the same delay with the licensing process. In this situation, you may want to try registering by fax as well. PHONE: The Phone option is our automated telephone registration system. In the U.S., dial 1.505.338.4171 and follow the instructions as prompted. Outside the U.S., dial the U.S. country code plus the above number and follow the instructions. You must have fax capability to use this option. The system will prompt you for a fax number to which it will send your permanent license. FAX: This option will save your licensing information to a text file in a special format for our automatic fax-reading software. If you print out the text file for use in a fax machine, fax the license to 505.338.4178. Be certain the fax is sent right-side up, inserting the top edge first. If possible try to increase the size of the characters as much as you can without having text run outside the margins or take more than one page; 16-point type is the minimum. Clean, enlarged photocopies work well, but remember that any marks, streaks or handwritten notes on the page will make it difficult for our automated system to interpret the text correctly. OTHER: OTHER is a manual backup system and should be used only if the e-mail and fax methods are unavailable or don't work for you. OTHER allows you to save the registration information in a human-readable format to a file that can be moved to another machine with e-mail or printer access. Then, you can fax the information to 505.345.5082 (NOT our automated fax number) or e-mail the file to license@basis.com, and we will manually generate your permanent license. 6. Select the License File Delivery Method (how you want BASIS to return your license file). LICENSE DELIVERY METHOD Under License File Delivery Method, indicate how you want BASIS to return your license file. If you selected the Web browser to be the registration method, e-mail or fax delivery methods are not available. Your license file will be immediately delivered to you via the Web. E-MAIL: If you select the e-mail option, the license file will be delivered to the e-mail address you specify. When you receive your license by e-mail, save this file to your system, as per the e-mail instructions. You will need to specify a path to this file later in the installation. FAX: If you select the fax option, the license information will be delivered to the fax number you specify. You will be prompted to enter this information when you install the BASIS product license. 7. Click Next to continue and accept the registration information verification by clicking "OK." If you selected E-mail Address or Fax Number in the Registration Method section, but did not enter your name and phone number into the Contact Information section, an "Emergency Contact Information" dialog box will appear, requiring you to enter it. (This information will only be used to contact you in case of an e-mail or fax transmission error.) If you selected Other as the registration method, a "Save As" dialog box appears. Enter the destination path for the registration file and click Save. Move this registration file to a machine with Internet or printer access. Next, e-mail it to BASIS for an immediate reply, or print this file and fax it to BASIS for a reply during BASIS' operating hours of Monday-Friday, 8:00 a.m.-5:00 p.m., Mountain time (-0700GMT). The permanent license will be returned by e-mail or fax, whichever you selected as the License Delivery Method. 8. Continue to register for as many licenses as you need until you answer 'Would you like to register for another BASIS license?' with "No." 9. Follow the instructions in the Registration Notification dialog box. Click Next to continue. 10. To proceed with the license installation, click "Yes" in the 'Would you like to install a BASIS license?' dialog box. STEP 3. Install a License When BASIS receives the registration information, your permanent license information is generated and returned to you by the delivery method you previously selected in the registration dialog box. This process should take no more than a few minutes. If after 30 minutes you still have not received the permanent license information, please try all remaining delivery methods. If you are still unable to receive your permanent license, we recommend that you install the temporary license printed at the bottom of the BASIS License Registration Form until you receive the permanent license. For additional assistance from BASIS Technical Support, call them during normal business hours at 505.345.5021 or send an e-mail to license-support@basis.com. NOTE: If the License Installation wizard is not currently running, double click on the instlic shortcut located in the SYS:\BASIS\BLM directory. 1. If you received the license file by Web browser or email, enter the path name of the license file you saved or use the "Browse..." option to locate the file. If you received the license information by fax, select the "Enter License Information" radio button and fill in all eight text boxes as listed on the BASIS form. 2. Select Next to complete this installation. The BASIS license is now installed. ------------------------------------------ Part 2: Installing Visual PRO/5 License(s) ------------------------------------------ ===OVERVIEW=== (Begin at STEP 3 if using a BASIS License Manager) STEP 1. Install the BASIS Product STEP 2. Request the Permanent License STEP 3. Install a License ===HOW TO INSTALL AND LICENSE=== STEP 1. Install the BASIS Product 1. Locate your BASIS product. BASIS products are distributed on media and from the Internet. If you are installing from media, locate and insert it into the drive now. If you are downloading the product from the BASIS ftp site, unzip the self-extracting ZIP file into a temporary directory. 2. Locate your license authorization form you received from BASIS with your product or via fax so you can enter this information during the registration process. 3. Run setup.exe. STEP 2. Request the Permanent License NOTE: If the License Registration wizard is not currently running, go to the Windows "Start" button, click "Programs," then locate the BASIS product for which you are installing a license. Select "Register for a BASIS License." 1. At the "BASIS License Registration Wizard" check an appropriate box, if necessary, and click Next to continue. 2. Complete the License Registration Information. CONTACT INFORMATION Enter the information listed in the Contact Information section. This is optional unless you want your license delivered to you via fax or e-mail. (This information will only be used to contact you in case of an e-mail or fax transmission error). 3. Complete Product License Information. PRODUCT LICENSE INFORMATION In the Product Information section, enter the serial number and license authorization number exactly as they appear on the License Registration Form that came with your BASIS product. Optionally, enter a host name. While this is not required, it provides an easy way to associate a product serial number and host ID with an individual computer. Click Next to continue to the "License Registration and Delivery Methods" dialog box. 4. Click Next to continue. 5. Select the Registration Method (how you will be sending the license information to BASIS). Indicate how you will be sending the license information to BASIS. Select Web browser, e-mail, phone, fax or other. WEB BROWSER: This is the fastest and therefore the preferred method. EMAIL: The license request will be automatically sent to BASIS by e-mail. If you are working on a machine that does not have e-mail capability, you must select another method. If you are a remote site that tends to experience delays in delivering e-mail, you may experience the same delay with the licensing process. In this situation, you may want to try registering by fax as well. PHONE: The Phone option is our automated telephone registration system. In the U.S., dial 1.505.338.4171 and follow the instructions as prompted. Outside the U.S., dial the U.S. country code plus the above number and follow the instructions. You must have fax capability to use this option. The system will prompt you for a fax number to which it will send your permanent license. FAX: This option will save your licensing information to a text file in a special format for our automatic fax-reading software. If you print out the text file for use in a fax machine, fax the license to 505.338.4178. Be certain the fax is sent right-side up, inserting the top edge first. If possible try to increase the size of the characters as much as you can without having text run outside the margins or take more than one page; 16-point type is the minimum. Clean, enlarged photocopies work well, but remember that any marks, streaks or handwritten notes on the page will make it difficult for our automated system to interpret the text correctly. OTHER: OTHER is a manual backup system and should be used only if the e-mail and fax methods are unavailable or don't work for you. OTHER allows you to save the registration information in a human-readable format to a file that can be moved to another machine with e-mail or printer access. Then, you can fax the information to 505.345.5082 (NOT our automated fax number) or e-mail the file to license@basis.com, and we will manually generate your permanent license. 6. Select the License File Delivery Method (how you want BASIS to return your license file). LICENSE DELIVERY METHOD Under License File Delivery Method, indicate how you want BASIS to return your license file. If you selected the Web browser to be the registration method, e-mail or fax delivery methods are not available. Your license file will be immediately delivered to you via the Web. E-MAIL: If you select the e-mail option, the license file will be delivered to the e-mail address you specify. When you receive your license by e-mail, save this file to your system, as per the e-mail instructions. You will need to specify a path to this file later in the installation. FAX: If you select the fax option, the license information will be delivered to the fax number you specify. You will be prompted to enter this information when you install the BASIS product license. 7. Click Next to continue and accept the registration information verification by clicking "OK." If you selected E-mail Address or Fax Number in the Registration Method section, but did not enter your name and phone number into the Contact Information section, an "Emergency Contact Information" dialog box will appear, requiring you to enter it. (This information will only be used to contact you in case of an e-mail or fax transmission error.) If you selected Other as the registration method, a "Save As" dialog box appears. Enter the destination path for the registration file and click Save. Move this registration file to a machine with Internet or printer access. Next, e-mail it to BASIS for an immediate reply, or print this file and fax it to BASIS for a reply during BASIS' operating hours of Monday-Friday, 8:00 a.m.-5:00 p.m., Mountain time (-0700GMT). The permanent license will be returned by e-mail or fax, whichever you selected as the License Delivery Method. 8. Continue to register for as many licenses as you need until you answer 'Would you like to register for another BASIS license?' with "No." 9. Follow the instructions in the Registration Notification dialog box. Click Next to continue. 10. To proceed with the license installation, click "Yes" in the 'Would you like to install a BASIS license?' dialog box. STEP 3. Install a License When BASIS receives the registration information, your permanent license information is generated and returned to you by the delivery method you previously selected in the registration dialog box. This process should take no more than a few minutes. If after 30 minutes you still have not received the permanent license information, please try all remaining delivery methods. If you are still unable to receive your permanent license, we recommend that you install the temporary license printed at the bottom of the BASIS License Registration Form until you receive the permanent license. For additional assistance from BASIS Technical Support, call them during normal business hours at 505.345.5021 or send an e-mail to license-support@basis.com. 1. Select the type of license installation and click Next to continue. NOTE: If the License Installation wizard is not currently running, go to the Windows "Start" button, click "Programs," then locate the BASIS product for which you are installing a license. Select "Install a BASIS License." 2. Complete one of the following for each of the three radio button options: a. Install a single-user BASIS Visual PRO/5 license on this machine If you received the license file by Web browser or e-mail, enter the path name of the license file you saved or use the "Browse..." option to locate the file. If you received the license information by fax, select the "Enter License Information" radio button and fill in all eight text boxes as listed on the BASIS form. b. Configure this application to use the BASIS License Manager If you purchased a multiuser license with your BASIS product, select this radio button and fill in the text box below with the name of the machine on which you will run the BASIS License Manager. Select Next to continue. Specify the protocol to use to communicate with the BASIS License Manager for NetWare. If IPX/SPX is specified, you must specify the Node Address and Network Number for the server (not the network card), which can be found by typing CONFIG at the Novell server console, or by running your NetWare administration utility. c. Configure this application to use BASIS Data Server License If you will be using a PRO/5 Data Server, select this radio button and fill in the text box below with the name of the machine on which the Data Server is installed. Select Next to continue. Specify the protocol to use to communicate with the BASIS License Manager for NetWare. If IPX/SPX is specified, you must specify the Node Address and Network Number for the server (not the network card), which can be found by typing CONFIG at the Novell server console, or by running your NetWare administration utility. 3. Select Next, the either select "Yes" to install another license, or "No" to complete the installation. Selecting "No" will display a screen that displays the LOAD line that can be copied into the AUTOEXEC.NCF to load the BLM NLM. For example: Load basis -l sys\BASIS\blm\blmgr.txt -c SYS\BASIS\[lic_file_name] For more than one license file, the -c syntax is: -c SYS\BASIS\[lic_file_name];SYS\BASIS\[lic_file_name] The -l [log file] option can be omitted to have the log messages displayed on the server console instead of being recorded in a log file. The BASIS license is now installed. -------------------------------------- Part 3: Emergency Licensing Procedures -------------------------------------- 60-Day Nag-Free License: If you received BASIS product media and if for any reason the above procedures fail to return a permanent license to you, you can immediately run nag-free by installing a 60-day temporary license. This license is valid for 60 days from the date of purchase from BASIS and you don't need to contact BASIS to install it. To install a 60-day temporary license, repeat the steps in Part 2. Manually enter the emergency license information on the License Registration Form sent to you with your product media. Once you have the 60-day temporary license running, call BASIS to request generation of another permanent license. Immediate 7-Day Nag-Free License: If at any time your system experiences a failure that invalidates your license, you can install a 7- day temporary license. To install a 7-day temporary license, repeat the steps in Part 2. When additional requests are entered for the same serial number and authorization number, our automated system will generate a 7-day temporary license. Once you have the 7-day temporary license running, call BASIS to request generation of another permanent license. --------------------------------- Part 4: Important Licensing Terms --------------------------------- License manager A FLEXlm term for the application that tracks the number of counted licenses in a network and which machines in the network are using those licenses at any one time. A license manager coordinates the issuing of these licenses to requesting clients at any given moment. See BASIS License Manager. BASIS License Manager (BLM) BASIS' version of the FLEXlm license manager. The BLM software may be installed on the same server as the product(s) or on a dedicated license server machine. In the FLEXlm manual available in our online documentation (www.basis.com/products/documentation.html), the BLM is what FLEXlm calls a "vendor daemon." See License manager. Counted license A FLEXlm term for a type of license that is tied to the computer running a license manager, such as the BLM, in a network. The license manager manages the use of counted licenses as they are needed throughout the network. BASIS sells counted licenses as "multiuser" licenses because the same license can "float" and be used by more than one UNIX terminal or Windows seat in a network. PRO/5 and the PRO/5 Data Server are sold only with counted licenses and therefore require the BLM. Uncounted license A FLEXlm term for a type of license that is tied to the computer running the BASIS product. This license does not require a license manager because it is "fixed" to a unique seat (the machine running the BASIS product) and cannot be used by any other machine in a network. BASIS sells uncounted licenses as "single-user" licenses because the license can only be used by this unique Windows seat. Unlicensed (nag) mode If a BASIS product cannot find a valid license, it displays a screen reporting the problem every 15 to 30 minutes. Users can continue to work when the product is in "nag mode." Temporary licenses are available that do not show this screen; see Part 3: Emergency Licensing Procedures. ----------------------------------------------------------------- Copyright 1999 BASIS International Ltd. All rights reserved. BBx(R), Visual PRO/5(R), PRO/5(R), PRO/5 Data Server(R), BASIS ODBC Driver(R) and DDBuilder(R) are registered trademarks of BASIS International Ltd. BBj(TM), ResBuilder(TM) and GUIBuilder(TM) are trademarks of BASIS International Ltd. All other product names and brand names are service marks and/or trademarks or registered trademarks of their respective companies. [end of file]