Power Monitoring Expert 7.2

Power Monitoring Expert 7.2 Licensing Quick Start Guide Oct.2014 Document version 1.6

PME LICENSE ACTIVATION - QUICK START GUIDE Contents Introduction... 3 Key Terms... 3 PME Trial... 4 License Ordering Process... 4 Activation... 4 On-line method (preferred)... 4 Off-line method... 4 Licensing Considerations when Reinstalling PME... 9 Default License Return limit... 9 Uninstalling/Reinstalling PME... 9 Client Licensing... 10 How many will you need?... 10 How to remove the Trial... 10 Ports for Client Intallation... 10 Troubleshooting... 11 Management Console... 11 Registration Popup... 13 License Manager setting... 14 Enterprise License Server port... 15 Vendor Daemon Restarts... 16 Vendor Daemon Port... 17 Untrusted licenses... 17 PME and PowerSCADA Expert (PSE) on the same machine... 17 2

Introduction PME has a complex licensing scheme. The purpose of this document is to provide quick answers to the most common licensing questions and avoid pitfalls. Key Terms Management Console About Box This is the first place to check to ensure the licensing components are functioning correctly. It will indicate which modules are licensed or made available through the Trial. Floating License Manager (FLM) All PME licenses are activated here. The FLM will also indicate the current state of licenses (active or untrusted). License Manager (LM) This is where the Trial licenses can be viewed. PME licenses cannot be activated in the LM. FlexNet Publisher (FNP) A web interface hosted on the PME server for configuring licensing components. The URL is http://localhost:8090 and the service is called lmadminschneider. FlexNet Operations Portal (FNO) The web portal hosted by Schneider (http://schneiderelectric.com/licensing) where the licenses are registered during activation. During an on-line activation, the FLM will connect to the FNO automatically. However during an off-line activation, the user will need to connect to the FNO from an alternate PC or a smartphone. Entitlement ID A new entitlement is generated for each Purchase Order. The entitlement is sent by email and will include all the Activation ID s. Activation ID Any number of Actication ID s can be activated in the FLM all at the same time. License Returns Once activated, a license is locked to its host computer (physical or virtual), and therefore can only be activated on one machine at a time. Returning the license simply means reversing the activation process, that is, unlocking the license from its host, thereby making it available to be activated again, either on another host or the same host. By default, licenses can only be returned once per calendar year. If necessary, the return limit can be increased by the SRC. Software Registration Center (SRC) The SRC cannot troubleshoot licensing issues. You should not have to call the SRC for any licensing issues except if for some reason you have exceeded your return limit or the licenses have become untrusted. The SRC cannot issue new licenses. 3

PME Trial The PME Trial License has the following limitations: Has an expiry period of 90 days. Allows up to 10 devices to be enabled. (Unlimited disabled devices can be added) Remains active until its expiry even if other licenses have been activated. Aggregates together with other active licenses. Includes OPC Server and Billing Module features. Vista/Designer can be opened on the primary only, not on a client. The Trial cannot be reinstalled, and once deleted, it cannot be reinstated. License Ordering Process All software Purchase Orders (PO) are sent to the Victoria Factory, either by email to Victoria Order Services (VOS) or via Quote To Cash (Q2C). Each order results in an Entitlement and each Entitlement can have multiple Activation ID s. If an email address was provided on the PO, the Entitlement Certificate is emailed within 3 business days of receiving the valid PO. For those internal to Schneider Electric, the Sender on this email will appear as Schneider Electric Software Licensing, whereas recipients external to Schneider Electric will see the from address as softwarelicensing@ca.schneider-electric.com. Activation Choose either the on-line or off-line activation methods. On-line method (preferred) PME software licenses can be activated immediately if the PME Primary Server is connected to the internet. 1. Launch the Floating License Manager and click the Activate button 2. Choose the By web activation method 3. Copy Activation IDs into the Floating License Manager, click Next. You re done. The Licenses will show up in the Floating License Manager. Off-line method When the PME Primary Server is not connected to the internet, licenses need to be activated from an alternate computer or through a smartphone. If you wish to use a smartphone to activate PME, you will need a data plan and the appropriate USB cable to connect your phone to server. There is also a dedicated smartphone activation article on the Solutions Expert 4

Community titled How to Activate Licenses over a smartphone (https://powersolutionscommunity.schneider-electric.com/thread/3421). 1. Launch the Floating License Manager and click the Activate button 2. Choose the By web portal activation method 3. Copy the Activation IDs into the Floating License Manager. The next part is confusing so I have included some screen captures to clarify the steps. Click Next Be sure to specify your valid email address, and choose a location where the request file can be saved, click Next 5

When the request file is generated/saved, the resulting popup is titled How to Continue. STOP here! If you click Next, you will be prompted for the location of the response file which you do not have yet. Click Cancel. 4. Copy the generated ActivationRequest.xml file to another computer which has internet access, or a smartphone. 5. On the internet connected computer or smartphone, use Firefox or Chrome (IE is not supported) to browse to the licensing portal at http://schneider-electric.com/licensing and select Process license request from the Software Licensing menu. 6. Click the Request Processing button. 6

7. On the Request License Processing popup, select Browse and select the ActivationRequest.xml file. 8. Click the Submit button. 9. From the Download my Response File popup, use the download button to save the ActivationResponse.xml file and copy it to the PME Primary Server. If you are using a smartphone, transfer the Response.xml to the PME server with the phone specific USB cable. 7

10. Back on the PME Primary Server, click the Complete button in the Floating License Manager. 11. Navigate to the ActivationResponse.xml file and press Next to activate. 8

Licensing Considerations when Reinstalling PME Default License Return limit Licenses can only be activated on one machine at a time. By default licenses can be returned only once per calendar year. If necessary, the return limit can be increased by the SRC. Uninstalling/Reinstalling PME When PME is uninstalled using the PME Installer (Remove option), the FLM will not get uninstalled. The FLM will remain in the Control Panel > Programs and Features. This makes it possible to reinstall PME and not have to reactivate PME licenses. IMPORTANT! If the PME installation needs to be migrated to another machine or the OS needs to be reinstalled, then it is necessary to return the licenses prior to performing the change. Once the new server install is complete, the licenses can be activated again using the normal on-line or off-line activation procedures. As mentioned earlier, this can be done once per calendar year by default. If the return limit is exceeded, it will be necessary to call the SRC. 9

If the licenses are not returned prior to an OS reinstall, then it will not be possible to activate them again on the new PME installation. A call to the SRC will be necessary before the licenses can be activated again. Client Licensing How many will you need? 1. Each concurrent Windows session or RDP session as well as connected client machines will need an Engineering Client license. 2. Client licenses are aggregated together. (The Trial includes 1 client and any other activated license may also include clients.) 3. The client license included in the Trial can only be used on the primary server and cannot be used to connect client machines. 4. Opening Vista/Designer through multiple concurrent RDP sessions is possible only after the Trial has been removed or has expired. How to remove the Trial Navigate to Start > All Programs > Schneider Electric > License Manager Right click on the License Manager icon and Send To > Desktop (to create a shortcut) Right click on the shortcut > Properties At the end of the Target string add a space and then the the word 'expert' (i.e.: "C:\Program Files (x86)\schneider Electric\ION Enterprise\License Manager\LicenseManager.exe" expert), click Apply Double click the License Manager icon to open the License Manager Right click on the Trial license and click Delete Navigate to the folder C:\Program Files (x86)\common Files\Schneider Electric Shared\PME\07.20\License and delete the trial.asr file. Note: The Trial cannot be readded or reinstated once it has been removed! Ports for Client Intallation Before performing a PME Client installation, ensure that both the client and primary machines can resolve each other by name. The PME installer will ask for the primary server name and using just an IP address will not work. 10

As far as licensing is concerned the client needs to communicate with the server on 2 ports. One is the Enterprise License Server port, which can be viewed in the Flexnet Publisher (http://localhost:8090 login with admin/admin on the Administration tab). The License Server Manager Port in Use is on the System Information tab. The second port is the vendor daemon port, which by default is a dynamic port. Depending on OS and network firewall settings, it may be necessary to make this port static. To set the Vendor Daemon port to static: - In FNP, navigate to the Vendor Daemon Configuration tab and click the Administer link - Set the Vendor Daemon Port to 27010 (or another port if this is taken) and hit Save. Troubleshooting If licensing is not working as expected, please do not return the licenses as doing so will create unnecessary work. If the following guide does not resolve the issue, consult with tech support to troubleshoot the issue further. Do not call the SRC. NOTE: The SRC cannot troubleshoot licensing issues. You should not have to call the SRC for any licensing issues except if for some reason you have exceeded your return limit or the licenses have become untrusted. The SRC cannot issue new licenses. Management Console - The Management Console About box is the first place to check for the current licensing state. Note the Trial and Licensed Modules sections. 11

- The following is what the About Box looks like when the Trial has expired (or it was deleted) and there are no licensed modules 12

Registration Popup The Registration Popup is not related to licensing. Each time MC is started, the Registration Popup will appear until registration is completed. Choose Yes to register. 13

Leave the default selection and click Next On the following Select Registration Method pop-up, choose a method and follow the instructions to register. License Manager setting Ensure that the LM has the following setting: - Open the License Manager and Click Options >> Enterprise License Server - On the Primary Server, the Host Name / IP Address must be 127.0.0.1 - On a Client or Secondary Server, the Host Name / IP Address must be set to the Primary Server s name. 14

Enterprise License Server port The Enterprise License Server port in the License Manager (LM) must match the port being used by the FlexNet Publisher (FNP) service. - In License Manager, click Options >> Enterprise License Server To access the Flexnet Publisher, type http://localhost:8090 in your browser, and login with admin/admin on the Administration tab. 15

Any mismatches here will cause PME to behave like there are no activated licenses in the FLM. To correct a discrepancy, the port number has to be bumped up by 1 on either the LM or the FNP. (For example if one is 27000 and the other is 27001, then make both 27001.) The acceptable port range is 27000 to 27009. This can happen if other installed software exists which also uses the FlexNet licensing component such as SBO. To update the port in the LM, click the Options >> Enterprise License Server menu item and update the Server Port in the popup. To update the port in the FNP, click the Server Configuration tab and under the License Server Configuration heading, change the License Server Configuration Port. Click the Save button. Vendor Daemon Restarts Occasionally on some systems, the licenses show up fine in the FLM but there is a this software is not licensed error when starting Management Console. The MC About box also shows no licensed modules. Restarting the lmadminschneider service fixes the issue. The following workaround can stop this from happening - In Notepad, open the file "C:\Program Files (x86)\schneider Electric\Power Monitoring Expert\Floating License Manager\FLEXnet Publisher License Server Manager\conf\server.xml" 16

- Search for the restartretries parameter, set it to 10 (restartretries="10") and save the file. - Restart both the Flexnet Licensing and the lmadminschneider services. Vendor Daemon Port The vendor daemon port is by default a dynamic port that is required by licensing components to work. Depending on OS and network firewall settings, it may be necessary to make this port static. - Login to the FNP with admin/admin (http://localhost:8090) - Navigate to the Vendor Daemon Configuration tab and click the Administer link NOTE: If the Adminster link does not work in Internet Explorer, you may need to run IE in compatibility mode. In IE10, hit F12, set the Browser Mode to Internet Explorer 10 Compatibility View. Chrome works as well. - Set the Vendor Daemon Port to 27010 (or another port if this is taken) - Save Untrusted licenses There can be technical reasons such as a drastic time change or a change of the Unique Machine Identifier when the licenses will become untrusted in the FLM. If this happens, the license icons will be shown in red and the system will enter a 20 day grace period. Please contact technical support to determine the cause and resolve the issue. PME and PowerSCADA Expert (PSE) on the same machine It is best to install PME first followed by PSE. This way no additional steps are required for PME licensing to work. If however, PSE is installed before PME, the following additional steps will be need to be performed before PME licenses will be recognized. NOTE: There is no need to return any activated licenses from the FLM. - From the Control Panlel > Programs and Features, uninstall the Floating License Manager. - Find the Floating License Manager folder and delete it. - Reboot the machine. - From the PME install media, double click setup from the path: E:\setup\SetupSupport\Licensing\FloatingLicenseManager\. - During the installation of the FLM, you will be asked for an install location. The best place to install the FLM is in the PME folder which is typically something like C:\Program Files (x86)\schneider Electric\Power Monitoring Expert\. Check the Management Console About box to confirm the licenses are recognized properly. Please refer to the SEC posting at https://powersolutionscommunity.schneider-electric.com/docs/doc-1780 for more information. 17