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    HSO Innovation licensing configuration for Microsoft Dynamics 365 Customer Engagement
    In This Topic

    Introduction

    This document describes the procedure to generate a license request file and request a (trial) license for the HSO Innovation Microsoft Dynamics 365 Customer Engagement products.

     Note

    If you are on Dynamics License up to version 4.0.19.270, you should use the classic configuration page as described in the last paragraph License in Classic View. If you are on Dynamics License 4.0.20260.1 or higher, you should use the license Model Driven App as described in the next paragraph.
       

     

    License in Model Driven App

    License Dashboard

    In Dynamics License 4.0.2035.1 we have introduced a new License Dashboard. The dashboard contains several charts of the HSO Innovation solutions that are installed in the environment.

    View Description
    License Modules Displays the HSO Innovation solutions that are installed in the environment.
    Licensed by Module The maximum number of licenses by module that are part of the agreement.
    Expiring License Modules The expiry date of the license modules (if applicable, for example with a trial license).
    Security Roles by Business Unit The security roles that are detected, visible by business unit.
    License Modules with Security Roles Installed license modules with detected security roles by module (possibility to drill down).
    Security Roles by License Module The number of security roles that are detected for the installed license modules.

     

    Generate a license request file

    From version 4.0.20260.1 and higher, the configuration page of the classic view in solution Dynamics License has been replaced by a model driven app. In the model driven app go to Configuration under section Settings, fill the requested quantity in column Request and select Get license request.

    Note that it is not possible to generate a license request file if the Request column has only values 0. You should fill in a quantity for at least one module.

    It is possible to enter different requested quantities per module and even a quantity of 0 (apart from all being 0).

    When lines are present with a value of 0, a confirmation dialog will be presented. If the requested quantities are correct, confirm the dialog. Note that the modules having a requested quantity of 0 will not be added to the license request file. The result is that you will not receive a license quantity for these modules.

    When the license request file is downloaded, send the file to hsonnlicenses@hso.com and we will deliver you a (trial) license as soon as possible.

     

    Upload a license file

    When you have received your (trial) license file, go to Configuration in the model driven app and select Upload license. The result of the import will be visible in column In use. If you have received a trial license the column Expiry date will be filled.

     Important

    Note that once the expiry date has passed and you have not requested a new trial license, the HSO Innovation solutions will block several processes which may lead to your application not working as expected anymore. Stronger, it may lead to blocking processes.
       

    After importing the license file, you can use the full functions and features of the modules for which you have requested the license.

     Note

    When the license file is imported, you will see the number of licensed users (Licensed) and the number of users that are assigned to a specific module (In use). Further the expiry date of the license file is displayed. In the column 'Validation remarks' we will display information if for example a license is not valid or expired.
       

     

    License Roles

    Under section Settings go to License Roles to have a view of all detected security roles that are using HSO Innovation functionality. Out of the box you will see the security roles from HSO Innovation which are present within the different solutions. When custom security roles are created in which HSO Innovation entities are 'ticked', the custom security roles will be detected and will also be used in the license count for that specific solution.

    The search for security roles is being triggered on a daily basis. In the license validation checks, an additional check is performed if the detected security roles are older than 24 hours. When that is the case the detected security roles are deleted and the process for detecting security roles is triggered again, resulting in up to date license roles records.

     

    License in Classic View

    Generate a license request file

    Via Settings / Solutions locate our solution Dynamics License.

    First, open to solution Dynamics License and select the Configuration page. For each module for which you are requesting a license fill the column Request in section Installed Module Licenses.

    Then, hit button ‘Get License Request’ which will result in a license request file to be downloaded in your download folder.

     

    When the license request file is downloaded, send the file to hsonnlicenses@hso.com and we will deliver you a (trial) license as soon as possible.

     

    Upload a license file

    When you have received your (trial) license file, via Settings / Solutions go to solution Dynamics License and select the Configuration page again. Here you can import the license file in the section ‘Save the license’. The result of the import will be visible in section Installed module licenses.

    After importing the license file, you can use the full functions and features of the modules for which you have requested the license.

     Note

    When the license file is imported, you will see the number of licensed users (Quantity) and the number of users that are assigned to a specific module (Assigned). Further the expiry date of the license file is displayed. In the column 'Validation remarks' we will display information if for example a license is not valid or expired.
       

     

    FAQ

    Question: When is a new ALF license file required?
    Answer:
    • After initial installation of HSO Innovation Microsoft Dynamics 365 Customer Engagement modules
    • If new HSO Innovation modules are installed in your Microsoft Dynamics 365 Customer Engagement environment
    • If the number of assigned users exceeds the number of licensed users       
    • If your current license is expired
    Question: Why is the button Get License Request is disabled?
    Answer:

    When the button Get License Request is disabled, the system is missing the relevant license records which are required to generate the request file.

    There are two possible explanations for this situation:

    • The post installation process is not yet finished and the license record files are therefore not yet imported. Please check in your admin instance picker if the installation is still 'In Progress'. Wait until the instance picker is displaying 'Installed' which means all background import processes are finished as well. The button will be enabled when the installation is completed.
    • The instance picker is showing an 'installation failure' which in most cases is caused by a failed execution of a background process. In this situation the license records are most likely not imported, hence the button is disabled. If this situation occurs, please contact hsonnlicenses@hso.com requesting for our help to import the license records in your environment.

     

    Question: I receive a file format error when uploading the license file, what should I do?
    Answer:

    If the error message ‘The license cannot be applied. File format error contact your add-on software vendor’ comes up, the license file is corrupt.

    If this situation occurs in your environment, generate a new license request file and send it to hsonnlicenses@hso.com. We will deliver you a new license file.

    Question: I have uploaded the license file, the license records are filled correctly but I still receive license errors. What is wrong?
    Answer:

    Most likely you have imported a license file for a different org-id. As a license file is unique to an org-id, you cannot re-use a license file from a different org-id. The org-id is always visible in the name of the license file. Find the correct license file and re-import it into your environment.

    In case you do not have a license file for your org-id, generate a new license request file and send it to hsonnlicenses@hso.com.