SELECT Server V8 XM Edition Licensing

What, Why, Where, When, How

SELECT Server V8 XM Edition Licensing

What, Why, Where, When, HowGary Cochrane

Technical Director – Geospatial Sales, NAOUGary Cochrane

Technical Director – Geospatial Sales, NAOU

2

What?

With the V8 XM Edition, Bentley has adopted “Trust-based” licensing• Trust-based licensing implements usage logging

rather than license enforcement

SELECT Server V8 XM Edition is the enabling technology for this paradigm shift• SELECT Server V8 XM Edition is required to

license all V8 XM Edition applications

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V8 XM Edition Licensing

Highlights• V8 XM Edition applications no longer require a

continuous connection to the license server• Multiple Sites can be managed by a single

SELECT Server• Introduction of product activation• Automated Usage reporting to Bentley• SELECT Server V8 XM Edition also supports pre-

XM Edition applications

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SELECT Server V8 XM

Goals1. Eliminate scenarios that obstruct a user from

running Bentley applications2. Monitor, log, and report application usage3. Focus on automated systems that allow self

service4. Focus on simplifying SELECT Server

deployment5. Lay the foundation for SELECT Server to

improve user-to-Bentley interaction

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SELECT Server 2004 licensing

Pre-XM ApplicationSELECT Server V8

(existing)

Continuous “heartbeat” Connection

1. Application must contact SELECT Server to start up

2. SELECT Server periodically checks to see if machine is still using application (known as heartbeat).

3. Each application uses its own .LIC file to define SELECT Server

4. One SELECT Server per “Site” (as defined in SELECT Agreement)

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SS 2004 Conversation - 1

MicroStation V8SELECT Server V8

(existing)

Can I have a license to run?

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SS 2004 Conversation - 2

MicroStation V8SELECT Server V8

(existing)

Yes, here you are…

(Meanwhile, I wait…)

But, if all my MicroStation licenses are

already in use, you’ll have to wait. So please

try again later!

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SS 2004 Conversation - 3

MicroStation V8SELECT Server V8

(existing)

Now for the heartbeat…Every 2 minutesAre you still there?

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SELECT Server V8 XM licensing

XM ApplicationSELECT Server XM (released June 2006)

Occasional Connection

1. Once activated, Application must contact SELECT Server only once every 30 days (to remain activated)

2. Activated applications will start even if they can’t contact SELECT Server

3. All (XM) applications use same Activation key to point to SELECT Server. Key is stored in Windows Registry

4. One SELECT Server XM can host multiple sites (license pools)

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SS V8 XM Conversation - 1

MicroStation V8 XM SELECT Server XM

1. Once activated, does not ask for permission/license to run. It just runs

2. Therefore, no conversation with SSXM at startup

?

Does not matter how many MicroStation licenses are in the pool, or how many are already in use. Since it doesn’t ask for permission, it always runs

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SS V8 XM Conversation - 2

MicroStation V8 XM SELECT Server XM

1. MicroStationV8 XM logs usage pattern locally

2. Periodically sends usage log to SSXM (typically once per day)

If it fails to upload usage logs today, it will try again tomorrow.

Will continue like this for 29 days without issue.

On day 30, MicroStation reverts to deactivated state.

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SS V8 XM Conversation - 3

MicroStation V8 XM SELECT Server XM

1. If user it taking laptop home for weekend, no problem being “off-line”. No action required to use MicroStation.

2. If user is going on extended trip (more than 30 days), license checkout option still exists for this scenario.

?

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SS-XM Architecture - Deployed

SELECT Server XM Bentley Web

Services

Bentley Back Office

XM Application

Bentley User Organization

Site1 Pool

Pri

vate

Pub

lic

Site2 Pool

Site1

Site2

One Machine

Pre-XM Application

SELECT Server XM Gateway1

SELECT Server XM Gateway2

Pre-XM Application

XM Application

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SS-XM Architecture - Hosted

Pre-XM Application

SELECT Server XM Gateway1

XM Application

Bentley Hosted SELECT Server XM

Bentley Back Office

Bentley User Organization

Site1 Pool

Pri

vate

Pub

lic

Site2 Pool

SELECT Server XM Gateway1

Site1

Site2

Pre-XM Application

XM Application

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SS-XM Architecture - Deployed

Pre-XM Application

SELECT Server XM Gateway1

XM Application

SELECT Server XM

Bentley Back Office

Bentley User Organization

Pri

vate

Pub

lic Bentley Web

Services

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SS-XM Architecture - Hosted

Pre-XM Application

SELECT Server XM Gateway1

XM ApplicationSELECT Server

XM

Bentley Back Office

Bentley User Organization

Pri

vate

Pub

lic Bentley Web

Services

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Where?

Where to host SELECT Server V8 XM• The traditional approach

» SELECT subscribers may deploy SELECT Server V8 XM Edition within your organization

• New for V8 XM Edition!» SELECT Subscribers may also elect to use a Bentley

hosted SELECT Server

• Non-SELECT Subscribers must license through Bentley hosted servers.

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When?

Now!• SELECT Server V8 XM Edition released June

2006» In use within Bentley for entire MicroStation V8 XM

Beta period

• Migrate to SELECT Server V8 XM at SELECT Contract renewal

» Bentley will issue your new license electronically for SELECT Server V8 XM, or

• Don’t wait… Simplify your license management with SELECT Server V8 XM Edition now!

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How?

How do I get there from here?• Implement SELECT Server V8 XM

» For V8 XM Edition applications

• Implement SELECT Server V8 XM Gateway» For pre-XM Edition applications

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Migration Example 1

Single site that chooses the following configuration• Will host their own SSXM• Does not have MS SQL Server

» Will use MSDE

• Will install on same machine as existing SS2004• Will have both XM and pre-XM applications

running

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Example 1 - Step 1

Contact Bentley TSG• Notify them of your intent to adopt SSXM

» Let them know you intend to host your own server» Request Server Serial Number and Activation Key

• TSG will create license by:» Accessing Bentley back office to obtain asset list» Push license to Bentley Web Services Server» Deliver Server Serial Number, Server Activation Key,

and Site Activation Key to user

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Example 1 – Step 2

User Organization can then plan and schedule their SSXM install• Verify that their existing SS2004 machine meets

software pre-requisites for SSXM• Download SSXM from SELECT Downloads• Begin installation, choosing to install both:

» SSXM (to support XM applications)» SSXM Gateway (to support pre-XM applications)

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Example 1 – Step 3

SSXM Installation includes MSDE installation• At prompt, indicate that you need to install

MSDE» Installer completes, installing SSXM, SSXM Gateway,

and MSDE» An empty database is created within MSDE with the

required tables to support SSXM» Installation is complete, you are then transferred to a

wizard to complete configuration of SSXM

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Example 1 – Step 4

Configuration Wizard• Asks for server serial number and activation key

» And several other questions regarding configuration

• Last step in the wizard:» SSXM contacts Bentley Web Services via Internet to

download license pool for the site

• If successful, then SSXM is ready to provide licensing services to Bentley XM Edition applications

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Example 1 – Step 5

XM Edition Application Activation• XM Applications are activated against a site• Activation is a accomplished by entering the

SSXM (network) name, and the Site Activation Key

» This can be done during application installation» It can also be done afterwards from the application» It can also be done by a remote registry push from a

system administrator» It can also be done by implementing a Group Policy

within the Windows Domain

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Halfway done…

XM Applications are now functional• However pre-XM applications are still conversing

with the old SS2004

You must now stop SS2004• Again, assuming that you are installing SSXM and

the Gateway on the original SS2004 machine• The SSXM Gateway can be installed on the same

machine as SS2004» However it can not be run simultaneously on the same

machine as SS2004

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Gateway Configuration

Stop the SS2004 Windows Service• Open the SSXM Gateway configuration tool

» Enter the name of the SSXM (which will be the same machine)

» Enter the Site Activation Key» Save and close

• Using the SSXM Administrator:» Start the SSXM Gateway service

• 2004 Edition applications are now provided for» They will seek the same machine as before, based on

the “Server=“ statement in their license file(s)

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Migration Starting point

Pre-XM Application

SELECT Server 2004 Edition

Bentley User Organization

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Migration begins with call to TSG

Bentley Web Services

Bentley Back Office

Bentley User Organization

I want to host my own

SSXM

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TSG pushes license to public server

Pre-XM Application

SELECT Server 2004 Edition

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolPri

vate

Pub

lic

32

TSG sends Activation keys to user

Pre-XM Application

SELECT Server 2004 Edition

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 Pool

Keys

Contains: Server Serial Number, Server Activation Key, and Site1 Activation

Key

Pri

vate

Pub

lic

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Install SSXM with Gateway

Pre-XM Application

SELECT Server 2004 Edition

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

Keys

SELECT Server V8 XM

SELECT Server V8 XM Gateway

Pri

vate

Pub

lic

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Activate SSXM

Pre-XM Application

SELECT Server 2004 Edition

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

Keys

SELECT Server V8 XM Gateway

Pri

vate

Pub

lic

35

Activate SSXM

Pre-XM Application

SELECT Server 2004 Edition

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Existing SS2004 machine

Keys

SELECT Server V8 XM Gateway

Site1 PoolSite1 Pool

Pri

vate

Pub

lic

36

Install/Activate SSXM applications

Pre-XM Application

SELECT Server 2004 Edition

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

SELECT Server V8 XM Gateway

XM ApplicationSite1 Pool

Pri

vate

Pub

lic

37

Shutdown SS2004

Pre-XM Application

SELECT Server 2004 Edition

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

SELECT Server V8 XM Gateway

XM ApplicationSite1 Pool

Pri

vate

Pub

lic

38

SELECT Server V8 XM Gateway

Activate SSXM Gateway

Pre-XM Application

SELECT Server 2004 Edition

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

XM ApplicationSite1 Pool

Pri

vate

Pub

lic

39

SELECT Server V8 XM Gateway

Remove SS2004

Pre-XM Application

SELECT Server V8 XM

Bentley Web Services

Bentley Back Office

Bentley User Organization

Site1 PoolExisting SS2004 machine

XM ApplicationSite1 Pool

SELECT Server 2004 EditionP

riva

teP

ubli

c

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Migration Complete

Pre-XM Application

SELECT Server XM Gateway

XM ApplicationSELECT Server XM Bentley Web

Services

Bentley Back Office

Bentley User Organization

Site1 PoolSite1 Pool

Pri

vate

Pub

lic

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Multiple Sites

Consolidation Approach• Only really need one SSXM

» XM application communication with SSXM is OK over WAN

• Still need a SSXM Gateway at every site» Pre-SM applications still require continuous connection

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SELECT Server XM Gateway Site2

Migration – Multiple Sites SS2004

Pre-XM Application

SELECT Server XM Gateway Site 1

Pre-XM Application

Site 1 Site 2

SELECT Server V8 – Site 1

SELECT Server V8 – Site 2

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SELECT Server XM Gateway Site2

Multiple Sites – Single SSXM

Pre-XM Application

SELECT Server XM Gateway Site 1

XM Application

Bentley

Back Office

SELECT Server XM

XM Application

Pre-XM Application

Site 1 Site 2

Site1 Pool

Site2 Pool

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SELECT Server XM Gateway Site2

Multiple Sites –Multiple SSXM

Pre-XM Application

SELECT Server XM Gateway Site 1

XM Application

SELECT Server XM

Hosting Site 2 Pool

Bentley

Back Office SELECT Server XM

Hosting Site 1 Pool

XM Application

Pre-XM Application

Site 1 Site 2

Option only available to ELS/MLS subscribers

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Ultimate Goal

In the future…• When all applications upgraded to XM Edition

» No longer need SSXM Gateway(s)

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SELECT Server XM Gateway Site2

Future Consolidation

Pre-XM Application

SELECT Server XM Gateway Site 1

XM Application

Bentley

Back Office

SELECT Server XM

XM Application

Pre-XM Application

Site 1 Site 2

Site1 Pool

Site2 Pool

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Future Consolidation

XM Application

XM Application

Bentley

Back Office

SELECT Server XM

XM Application

XM Application

Site 1 Site 2

Site1 Pool

Site2 Pool