Palisade Concurrent Network (Certificate-Based) ReadMe
Version 5.7.1
July 2011
Palisade Corporation
All Rights Reserved

Contents
About This Product
Release Notes
Quick Overview
Server Setup
Client Setup
Technical Support Information
Borrowing Utility

	
About This Product

The Network version permits the licensed Palisade application to be installed on multiple computers, with the restriction that the number of copies running at the same time is limited by the number of network licenses purchased.

Release Notes

Macrovision FLEXnet v11.4
This Network release is based on version 11.4 of Macrovision's FLEXnet.

Fully-Qualified Paths
Whenever the path to a file or folder needs to be specified, Palisade strongly recommends using a fully-qualified path, rather than a mapped drive letter.  Mapped drives may change over time, and may resolve differently on different computers.

Single and 3 Redundant Server Configurations Supported
This Network release supports single server and 3 redundant server configurations, with the .LIC license certificate file based on Ethernet address.

Additional Tasks
For additional tasks not covered in this file -- such as moving your license server to a new computer -- please contact Palisade's Technical Support Department.

Quick Overview

•	Run the Server Installer to place files and folders onto your server.
•	Contact Palisade for 30-day testing .LIC file
•	Establish the FLEXnet license manager on your server.
•	Run Client Installer on the end-users' computers.
•	Once testing is complete, contact Palisade for 1-year .LIC file.

Server Setup

Plan ahead!  If you will be installing on a "test" server, please contact Palisade for a time-limited set of licenses.  This will permit you to become familiar with the procedures and try out the software in your environment.  Just email support@palisade.com and explain your situation.  We are more than happy to provide test licenses for your situation.

Also, if license borrowing will be required, make sure to include that information when requesting the license file.  More details on license borrowing are in a separate section below.

Before installing end-user software, your server needs to be set up to host network licenses.  The steps are:

1)	Run the Server Installer to unpack files and folders onto your server.
2)	Contact Palisade with your server details to obtain a 30-day test license.
3)	Establish a FLEXnet License Manager process.
4)	Make the Client Installer available.

Server Step 1: Run the Server Installer

1)	Log onto your server using an account with full Administrator privileges.  You should have several files on CD or in a source folder, including:

·	ServerSetup.exe
·	Server.ini
·	Server.lic

2)	Double-click ServerSetup.exe.  It will read information from the Server.ini file and also make use of the other files.

3)	Choose the directory where FLEXnet License Manager files will be stored.  By default, a Palisade folder is created beneath your specified FLEXnet folder (e.g., C:\Program Files\FLEXnet\Palisade).  The Palisade folder will contain subfolders based on the serial numbers of each Palisade network product you have purchased.

Server Step 2:  Contact Palisade with your server details to obtain a 30-day test license

1)	Open Windows Explorer and browse to the folder whose name matches the serial number of the license you are installing.  By default, the folder will be named something like C:\Program Files\FLEXnet\Palisade\5001234

For convenience, this directory will be referred to as the SN folder in the remainder of this document.

2)	Run LMTOOLS.EXE in this folder and make the "System Settings" tab active.

3)	Make note of the "Ethernet Address" value and send this via emal to:  support@palisade.com

4)	In the email include your serial number, the Ethernet Address, and a request for a 30-day .LIC file for testing purposes.

5)	Palisade's Technical Support team will generate the .LIC file and attach it to a reply email.  Save the .LIC file in the SN folder.

Server Step 3:  Establish a FLEXnet License Manager Process

1)	Launch LMTOOLS.EXE within the SN folder by double-clicking it.  Make the "System Settings" tab active, and note the name of your server in the Computer/Hostname field.

2)	Edit the file SERVER.LIC in the SN folder, and change "this_host" to the name of your server that is displayed in the Computer/Hostname field.  Save the modified SERVER.LIC file.

3)	Within LMTOOLS, make the Config Services tab active.  Enter a new Service Name, then use the Browse buttons to populate the 3 empty fields:

-	Identify the LMGRD.EXE file located within the SN folder
-	Identify the .LIC file that was sent to you from Palisade Technical Support and saved in the SN folder
-	You can specify any name and location for the log file.  For consistency you may wish to locate it within the SN folder

4)	Check the box to Use Services.  Check the box to Start Server at Power Up.  Then press Save Service.

5)	Make the Start/Stop/Reread tab active, select the service you just added, and press Start Server.

6)	To verify that the FLEXnet License Manger (LMGRD) process has been set up correctly and is now running:
-	Make the Server Status tab active
-	Press Perform Status Inquiry

7)	Scroll through the output text.  Note that if Perform Status Inquiry is used multiple times, the old text remains in the dialog and the new text is added at the bottom.  You should see that the FLEXnet License Manager is running, and that your product licenses are available.  At this point you may close LMTOOLS if you wish.

Server Step 4:  Make Client Installer Available

Within the SN folder is a "ClientInstaller" folder, which contains a product installer and a file named CLIENT.INI

Now that your server has been set up, the client software may be installed on the end user computers.  Palisade recommends copying the ClientInstaller folder and its contents onto an end user computer, running the installer, and then deleting the ClientInstaller folder.  Please keep in mind that it is crucial for the CLIENT.INI file in the same folder as the product installer, because when the product installer launches it will search for the CLIENT.INI file and use the values for server name, Activation ID, etc.  Without the CLIENT.INI file adjacent to the installer, the software will be installed as a standalone in 15-day Trial mode.

Client Setup

1)	While logged on to an end user computer with full Administrator privileges, double-click the product installer.  The product installer will read the values in the CLIENT.INI file and proceed with the installation.  Once installation has been completed with an Administrator account, users with normal privileges may log on and run the software.

2)	You may optionally launch the software and verify that it is using a license from your server.  To launch the software, use the desktop icon if available, or:
Start | Programs | Palisade DecisionTools | [select the product you installed]

3)	Verify that the product launches without error.  While the product is still running, use LMTOOLS on your server and on the Config services tab click View Log.  At the end of the log, you should see a status of "OUT" for the client that is using the license.  Click Close Log.

4)	Exit the software on the end user computer, and click View Log again.  The end of the log will now show "IN" to indicate the license that was in use has now been freed.

Technical Support Information

Palisade is dedicated to providing quality technical support for our customers. If requesting technical support via our website, fax, email, or post, please be sure to supply the following information:
1. 	Your name, serial number, and a return email address, phone number, or fax number.
2. 	The Palisade product and version number you are using (e.g. @RISK 5.5.0, Network).
3. 	The version of the Windows operating system you are using (e.g. Windows XP).
4. 	If relevant, the version of Office software you are using (e.g. Office 2003).
5. 	A description of the problem.  Please be as specific as possible.

World Wide Web:
Palisade’s web site is www.palisade.com.  The site contains a technical support knowledgebase (a searchable database of technical support questions and answers).  The site also contains all the latest product information, news, and software demos.

Email:
Palisade technical support can be reached at support@palisade.com  For general sales questions contact: sales@palisade.com, sales@palisade-europe.com, or sales@palisade.com.au.

Fax:
Palisade’s fax number is (607) 277-8001 in the USA, +44 1895 425051 in Europe, and +61 2 9954 3882 in Australia.

Phone:
Palisade technical support can be reached via phone at (607) 277-8000, Monday through Friday 8:30am-5:00pm Eastern Time in the USA.  In Europe, technical support is available at +44 1895 425050, Monday through Friday from 9:00am-5:00pm GMT.   Asia-Pacific customers may call our Australia office at +61 2 9929 9799 from 0900h to 1700h AEST.
Please note: telephone technical support is not available for student versions of Palisade products.

Post:
Palisade technical support can be reached via mail at

	Palisade Corporation
	Department of Technical Support
	798 Cascadilla Street
	Ithaca, NY 14850
	USA

	Or

	Palisade Europe UK Ltd.
	31 The Green
	West Drayton
	Middlesex
	UB7 7PN
	United Kingdom
	
	Or

	Palisade Asia-Pacific Pty Limited
	Department of Technical Support
	Suite 101, Level 1
	8 Cliff Street
	Milson Point NSW 2061
	Australia

Borrowing Licenses

Network licenses of Palisade software may be "borrowed" for use while a computer is disconnected from the network.  A typical scenario is when someone with a laptop computer needs to use the software while at a remote location which is not connected to the company network or license server.

If you want borrowing as an option, please let your Palisade representative know.  Borrowing is made available only on request, and it must be set up by Palisade when the license certificate is created.

Borrowing Concepts
•	A license may only be borrowed when the client computer is connected to the license server.
•	Once a license has been borrowed and placed on a client computer, the software will run on that computer whether or not it is connected to the license server.
•	The expiration date of the borrowed license is specified at the time borrowing is initiated.  For certificate network licenses, the borrowed license will automatically be returned on the end date, and may not be returned earlier.
•	On the expiration date, the software on the client computer will no longer function, and the borrowed license will be returned to the server.  This occurs whether or not the client computer is connected with the license server.
•	The license is placed in an encrypted area of the user's hard drive known as Trusted Storage.  While the license is borrowed, it is critical that the computer is not re-imaged or wiped, or undergoes similar modification of the hard drive.

Procedure for Borrowing a Certificate-Based Network License
Borrowing a network license involves copying a utility from the license server to the client computer, specifying the return date of the borrowed license, and launching the software to obtain the license.  The steps in detail are:
    1.  With Excel closed, copy the LMUTIL.EXE file from the license server into the Palisade\System folder (the default path is C:\Program Files\Palisade\System)
    2.  Open a DOS Window (also called the Command Prompt) and issue these commands:
                cd "c:\program files\palisade\system"
                lmutil lmborrow palisade dd-mmm-yyyy
        where dd-mmm-yyyy is the return date of the borrowed license (for example, 15-jun-2011)
    3.  Launch the Palisade software.  If a network license is available, it will be borrowed and placed onto the client computer.  Exit Excel.
    4.  Verify the setting is correct by:
                lmutil lmborrow -status
(Entries may appear in duplicate.  Please disregard the duplicates.)
    5.  Optionally, verify the license has been borrowed by disconnecting the client computer from the network and launching the Palisade software.