Enterprise Studio

Installation Guide 2017-01-05

Enterprise Studio Installation Guide

Table of contents 1 Introduction

3

2 System requirements and compatibility

4

2.1 Enterprise Studio system requirements

4

2.2 Network license system requirements

4

2.3 Compatibility

5

3 Enterprise Studio installation

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3.1 Installing Enterprise Studio

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3.2 Installation of the Team Server

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3.3 Additional installation for using a network license

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3.3.1

Installing CodeMeter Runtime

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4 Requesting and activating a license for Enterprise Studio

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4.1 Stand-alone license

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4.1.1

Requesting a license

4.1.2

Activating a license

4.2 Network license

9 10 11

4.2.1

Requesting a license

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4.2.2

Activating a license

13

4.2.3

Setting the network configuration

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5 Additional configuration

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5.1 Defining your own software configuration

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6 License management

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6.1 Viewing the license information

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6.2 Updating the software license

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6.2.1

Generating a reference

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6.2.2

Activating the software

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6.3 Setting user license rights

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6.3.1

Defining license rights in Enterprise Studio

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6.3.2

Defining license rights in the CodeMeter WebAdmin

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6.4 Managing a network license

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Enterprise Studio Installation Guide

1 Introduction This document guides you through the installation and configuration of Enterprise Studio and requesting a user license for the tool. It is assumed that you are familiar with installing and configuring software and databases.

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Enterprise Studio Installation Guide

2 System requirements and compatibility 2.1

Enterprise Studio system requirements

Enterprise Studio can be used in a Windows 7, Windows 8, or Windows 10 environment. To install Enterprise Studio, you must have administrator rights on that computer. The tool requires the following configuration: Client hardware

Requirements

Notes

Memory

>= 4 GB

When using (very) large models or projects, Enterprise Studio will work more comfortably with 8 GB internal memory or more.

Free disk space

>= 10 GB

For each model package data will be stored locally, which will increase disk space requirements. Especially for model packages that are worked on for longer periods of time and have a lot of contributions.

Client software

Requirements

Recommended software

Web browser/

Chrome (v50), Firefox

Or later versions. JavaScript

Insite Lite

(v45), Microsoft Edge (v25)

must be enabled.

or Internet Explorer 9. HTML report

Activity Console

Firefox (v45) or Internet

Or later versions. JavaScript

Explorer 9.

must be enabled.

Microsoft .NET Framework

Or later version.

4.5

2.2

Network license system requirements

To use Enterprise Studio with a network license, the CodeMeter License Server of Wibu Systems is used. The requirements for the use of this network license are the following:

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Enterprise Studio Installation Guide

l

There must be a port accessible to all users of Enterprise Studio (default port is 22350).

l

On the license server Codemeter Runtime must be installed.

2.3

Compatibility

Enterprise Studio is not backward compatible. Once you have opened and saved a model in a newer version of the tool, the model should not be opened in an older version of the tool.

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3 Enterprise Studio installation 3.1

Installing Enterprise Studio

Install Enterprise Studio on the computers on which the application should run. To install Enterprise Studio, you must have administrator rights on that computer.

Note: together with Enterprise Studio, CodeMeter Runtime is automatically installed, which will function as a service on that computer.

Perform the following steps: 1. Download the latest release of Enterprise Studio and save the downloaded zip file somewhere local to a temporary location. 2. Extract the saved zip file and double-click the setup.exe file to start the installation. 3. The installation wizard starts. Follow the steps of the wizard and follow the instructions on the screen. Leave the preset locations and options as they are in the different steps. Change them only if you want to install Enterprise Studio at a different location and/or if you want to perform a custom installation. 4. During the installation, a message similar to the one below will appear on the screen.

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You can open a file from Enterprise Studio by opening it in the application itself, but you can also open the file by double-clicking it. If the version of the tool you are installing at the moment should automatically be opened when double-clicking a file, then click Yes. If you do not want to link your files to a specific tool version, click No. In that case the tool will not be opened when double-clicking the file. In case you have previously installed an older version of the tool, and then answered the question with Yes, the file will be opened in this older version of the tool (if still present).

Note: If you choose No now, the same question will be asked once again when you start Enterprise Studio after installation. So you can then still make a choice.

5. Click Finish when the installation is completed. Basically, you can now start the tool and apply for a license. However, if you are going to use Enterprise Studio tool with the Team Platform functionality, you may need to install the Team Server and then perform an additional installation for using a network license. To do this, follow the instructions in the next two sections.

3.2

Installation of the Team Server

Note: Installation of the Team Server is only required if you use Enterprise Studio with the Team Platform functionality "Team collaboration" or "Enterprise collaboration".

In the Team Server, the model packages are stored and the administration of the users working together on the model packages is maintained. Installation of the Team Server is not part of the Enterprise Studio installation and therefore needs be performed separately. Detailed information about installing the Team Server can be found online in the

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BiZZdesign community. A link to download the Team Server installation bundle is included in the welcome mail you have received from BiZZdesign. After you have installed the Team Server, you need to perform an additional installation for using a network license.

3.3

Additional installation for using a network license

Note: Installation of CodeMeter Runtime is only required if you use Enterprise Studio with a network license.

3.3.1

Installing CodeMeter Runtime

CodeMeter Runtime is a licensing mechanism of Wibu-Systems. CodeMeter Runtime must be installed on one or more computers that will work as a license network server in a network configuration. The application will there run as a server. Enterprise Studio should not be installed on these computers. The CodeMeter Runtime Server stores your licenses in computer-bound license files. CodeMeter Runtime should also be installed on the computers on which Enterprise Studio has been installed, functioning there as a service. This is already done automatically during the installation of Enterprise Studio. This installation requires no additional configuration, the license network server will be found automatically. Download the CodeMeter Runtime application here. Install the application and follow the instructions during installation.

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Enterprise Studio Installation Guide

4 Requesting and activating a license for Enterprise Studio Working with Enterprise Studio comes with a license agreement. You must have a valid license to be able to work with the software. To register Enterprise Studio you must request a license from BiZZdesign and then activate the license received. Depending on the kind of license you have, stand-alone or network, follow the corresponding steps.

4.1

Stand-alone license

If you have a stand-alone license, follow the steps below to request the license and activate it. If you have multiple stand-alone licenses, repeat the procedure for each license.

4.1.1

Requesting a license

1. Start Enterprise Studio. 2. The software activation window appears showing different options. Enter your name and e-mail address.

3. Next, choose one of the following options and click OK: Click on Request a trial license if you want to apply for an evaluation license. This license allows you to work thirty days with the tool including

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the complete functionality. After that you will need to request a permanent license. Click on Request a permanent license to apply immediately for a user license. This license allows you to work with the tool including the functionality that is activated in the license. If you have requested a trial license, you will receive an e-mail containing your activation code within moments. If you have requested a permanent license, you will usually within a day receive an e-mail containing you activation code.

4.1.2

Activating a license

After receiving your activation code, activate your license. 1. Start Enterprise Studio. 2. In the software activation window that appears, click on the Enter a received activation code option button and click OK.

3. The license activation wizard starts. Click Next. 4. Copy the activation code from your e-mail message, paste it into the appropriate field and click Activate.

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Enterprise Studio Installation Guide

5. The license is now being activated. If the process is completed, click OK. Enterprise Studio is now ready for use. If desired, you can first configure license rights for the users and/or perform any software configurations before the tool is put into use. However, it is not required. Please refer to Additional configuration for more information.

4.2

Network license

If you have a network license, follow the steps below to request the license and activate it. Perform the procedure below on each computer that you put into use as a license network server for Enterprise Studio. First, download the license file here and save it on a central location that can be accessed from the computers on which you request a license. You will need this file for requesting a license.

4.2.1

Requesting a license

1. On the computer on which CodeMeter Runtime is installed, open the CodeMeter Control Center by clicking Start > All Programs > CodeMeter > CodeMeter Control Center. 2. On the File tab, click Import license, navigate to the downloaded license

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file and click Import. Instead of importing the license file using the menu, you can import the file using drag-and-drop: drag the file onto the License tab of the CodeMeter Control Center and drop it there. 3. As a result, the license appears on the License tab and the License Update button appears. Click this button to start the CmFAS Assistant. It generates a license request.

4. Go through the wizard that appears:

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a. Click Next. b. Select the Create license request check box and click Next. c. Select a location and choose a name for the license request file, and click Commit to create the file. By default, the user folder is set as location for the file and the serial number of the license request file is used as file name. d. Click Finish when the license request file is created. 5. Close the CodeMeter Control Center. 6. Send the license request file (*.WibuCmRac) by e-mail to [email protected].

4.2.2

Activating a license

In response to your license application you will receive an update file (*.WibuCmRaU) containing the license information. Save this file somewhere locally and do the following: 1. On the network license server, open the CodeMeter Control Center by clicking Start > All Programs > CodeMeter > CodeMeter Control Center. 2. Click Activate License and in the wizard that appears click Next. 3. Select the Import license update check box and click Next.

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4. Select the update file you received and click Commit. 5. Click Finish and close the CodeMeter Control Center.

4.2.3

Setting the network configuration

In order to have CodeMeter Runtime function as a network license server, the CodeMeter WebAdmin must be started and configured. It is a tool used to manage licenses. It appears in your default web browser.

Note: The instructions below refer to the latest CodeMeter Runtime version. If you work with an older version of CodeMeter Runtime, the locations and screenshots may slightly differ.

1. Open the CodeMeter Control Center. 2. Click the WebAdmin button in the lower right corner of the window to start the CodeMeter WebAdmin.

3. In the CodeMeter WebAdmin, click Configuration > Server > Server Access. 4. On the Server Access tab, click the Enable option button under Network Server.

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5. Click Apply to save the changes and close the application. The installation is complete. Enterprise Studio is now ready for use. If desired, you can first set license rights for the users and/or define you own software configuration before the tool is put into use. In that case, please refer to Additional configuration for more information.

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Enterprise Studio Installation Guide

5 Additional configuration For the additional configuration of Enterprise Studio you have the option to configure a number of things regarding the software. This configuration can be performed immediately after installing Enterprise Studio, but can also be done at a later time.

5.1

Defining your own software configuration

Note: Defining your own configuration does not apply to the LeanCoach tool.

If desired, a number of issues regarding the software can be configured to optimally match the application to your organization. Things that you can configure are: l

Own profiles

l

Own documentation fields

l

Graphical presentation of objects

l

Own view definitions (viewpoints)

l

Rights for users to save report settings

The above configurations may be complex to perform. Detailed information about the configuration options can be found in the configuration guide, available online in the BiZZdesign Community.

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6 License management As part of the license management for Enterprise Studio you can view information about your software license, update your software license, set licensing rights for users and manage your network license.

6.1

Viewing the license information

Information about your software license can be viewed at license management in Enterprise Studio. To access license management, click Help > About and, in the About Enterprise Studio window, click More License Info. On the General tab you will find an overview of the components that are active within your license. Example:

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The Software activation and Generate reference button can be used to update your license.

6.2

Updating the software license

In some situations it may be necessary to reactivate the software, for example when the license must be updated due to the purchase of a functional extension, if the period of use has expired and must be renewed, or when Enterprise Studio stops working. In all cases, you will receive an activation code that you must enter to reactivate the software. In some cases it may be necessary to first generate a reference and send it to the BiZZdesign service desk. Generating a reference and activating the software can also be done on the General tab of the license management in Enterprise Studio.

6.2.1

Generating a reference

In order to generate a reference, click the Generate reference button. Next, a license request file (*.WibuCmRac) is generated, which you save and then send by e-mail to [email protected]. In response to your license application you will receive an activation code by e-mail which you need to activate the software.

6.2.2

Activating the software

To activate the software with the provided activation code, click the Software activation button. Then the license activation wizard starts, which you go through. Keep your activation code at hand. When the wizard is completed, Enterprise Studio is ready for use again.

6.3

Setting user license rights

As an application manager you can use the administrative options to control which functions in Enterprise Studio users can and cannot use. The license rights can be defined in two ways: via Enterprise Studio or via the CodeMeter Webadmin. If you want to define the license rights for a single user, or want to allow the user to do this himself, use Enterprise

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Enterprise Studio Installation Guide

Studio. If you work with a more complex environment with many users, then control the license rights centrally using the CodeMeter WebAdmin.

6.3.1

Defining license rights in Enterprise Studio

The software configuration for a user can be adjusted in the license management section of Enterprise Studio. In principle, the user can adjust his own configuration, the tab page is visible to every user by default. However, if you prefer to determine the software configuration for the user yourself and do not want to allow the user to do it, then first disable access to the tab. Change the software configuration after that.

Disabling access to the license management tab With a register setting you can make the Advanced tab invisible to the user. Do as follows: 1. Open the registry on the computer for which you want to set the rights. 2. Go to the location HKEY_CURRENT_USER\Software\BiZZdesign\\ Licenses\WibuLicense and add the LicenseManagementOff key. The key must be of type DWORD. 3. Set the key value to 1 to make the Advanced tab invisible to the user. If you want to make the tab visible again at some point, set the value to 0 (zero), or remove the registry setting. 4. Close the registry.

Note: A side effect of this registry setting is that, in case of a trial license, users without the Advanced tab will not be notified that the license will expire in less than thirty days.

Changing the software configuration Which changes you can make in the software configuration depends on your license configuration. If you have a package license, you can only switch between different packages, provided that you have more than one package available in your license. If you have a non-package license, you can switch between the other configuration options: To change the software configuration of a user, follow these steps:

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Enterprise Studio Installation Guide

1. On the Help tab, in the About group, click About. 2. Click License Management. 3. Click the Advanced tab.

4. Specify the desired software configuration and click OK. Detailed information about the configuration possibilities can be found in the tool manual. 5. Close Enterprise Studio. The next time the user starts the tool, the specified software configuration will be loaded.

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Enterprise Studio Installation Guide

6.3.2

Defining license rights in the CodeMeter WebAdmin

Note: The instructions below refer to the latest CodeMeter Runtime version. If you work with an older version of CodeMeter Runtime, the locations and screenshots may slightly differ.

In the CodeMeter WebAdmin you can manage the users' license rights in the section access control. You can do this in two modes: a basic configuration (Basic) or an advanced configuration (Advanced). l

Basic: Determines the basic rights configuration based on computer names. The computer names that are added will have access to the license, the rest will be ignored.

l

Advanced: Allows the controlling of license access using access rules. License access can be organized for single users or user groups.

In this manual, the advanced configuration is addressed. For additional information about the basic configuration, please refer to the CodeMeter Administrator manual that is available on the Wibu-Systems website (www.wibu.com), or click on Help in the CodeMeter WebAdmin window.

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Adding firm code 1. On the server, open the CodeMeter Control Center and click on WebAdmin to open the CodeMeter WebAdmin. 2. Click Configuration > Server > Server Access. 3. On the License Access Permissions tab, click the Advanced option button. 4. In Advanced Mode Configuration, click Add new Firm code and select the firm code. If you do not have any other Wibu licenses, there is only one code to choose. Example:

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The default action is set to Allow. Do not change it. It means that everyone will get everything.

Adding access rules Next, determine for which license components you want to define exceptions. You need to add access rules for these components. First, determine the basic principle for the component: l

Each user must have all rights. The exceptions (limitations), are specified in the access rules that you add.

l

No one should have rights. The exceptions (granting), are specified in the access rules that you add.

Think about it carefully, because the configuration can get complex very quickly.

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1. Click on Add new Product Code and select a component from the license.

2. Set the desired basic principle for the rights for the selected component: l

Everyone must have rights for this component, except for one or more persons: set the Default action to Allow.

l

No one should have rights for this component, except for one or more persons: set the Default action to Deny.

In the example below two licenses are available for the "Designer" component, and by default each user has rights for this component (Default action=Allow).

3. Define the exception to the basic principle with an access rule. Click Add new access rule and define the desired access for a user or user group. In the example below access to the component is denied (Action=Deny) for a single user (User=john.doe).

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4. Click Add to add the exception. The result will be as follows:

Each user now has access to the "Designer" component by default, except for the user "john.doe", who does not have access. Repeat steps 3 and 4 if you want to define exceptions for multiple users or groups.

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5. Optional: Repeat steps 1 to 4 for each component of the software license for which you want to define exceptions. Components for which you do not define exceptions, are simply accessible to any user. 6. After you have finished the configuration, click Apply at the bottom of the window to save the changes. 7. Close the CodeMeter WebAdmin.

Note: If you have centrally regulated the license rights, it remains possible for the users to adjust their own configuration in the License management of Enterprise Studio (provided that access to the Advanced tab is not disabled). The components that are ultimately available to the user, are determined by the rights you have set centrally.

6.4

Managing a network license

If you work with a network license, you can manage the network license using the CodeMeter WebAdmin. The CodeMeter WebAdministrator consists of several components. Dashboard

This page provides general information about your computer, CodeMeter License Server and CodeMeter WebAdmin.

Container

The sections on this page provide information about the selected CmContainer and all licenses (local and network), CmContainer info, and user data. Here, you can also create backups of user data (licenses) and restore saved user data.

License

This page shows detailed information about all existing

Monitoring

licenses and their allocation ordered by licensors and related licenses.

Diagnosis

This page allows you to log all processes related to the CodeMeter License Server service. This provides information which supports you in detecting eventually occurring errors.

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Configuration

On this page you can find the settings for network server status, proxy, access control, remote access, time server and backup.

Info

This page displays an overview of products and important Wibu-Systems addresses.

For detailed information about the available configuration and analysis options in the CodeMeter WebAdmin window, click on Help, or consult the CodeMeter Administrator Guide that is available on the Wibu-Systems website (www.wibu.com).

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Contact BiZZdesign Service desk

For questions and information regarding service and support. Phone: +31 - 53 - 4 878 171 E-mail: [email protected]

Academy

For questions and information regarding training and education. Phone: +31 - 33 - 7 600 284 E-mail: [email protected]

Inside sales

For questions and information regarding commercial conditions, new modules, and prices for use. E-mail: [email protected]

Head office

For general questions and information. Phone: +31 - 53 - 4 878 151 E-mail: [email protected]

Website

http://www.bizzdesign.com

Customer portal

http://community.bizzdesign.com