# License Registration
# Table of Contents
- Overview
- Setup
- Which users count as active
- Reclaiming licenses
- Resetting the license check
- Configuration Reference
- URL Reference
# Overview
ContactManager registers its user licenses with the Epona Software License Manager (SLM) during the nightly background job. The job validates the license, activates it the first time it runs, and then reports the users that were active since the previous run.
The ContactManager server contacts the license service at https://slmapi.eponalegal.com
(environments marked as development or test use https://slmapi-test.eponalegal.com). That address
must be reachable from the ContactManager web server — allow it through the firewall. The portal
where license and seat information can be viewed is https://slmportal.eponalegal.com/.
# Setup
Fill in the license details in the License section of the CRM Configuration screen:
- Enter the CompanyName exactly as supplied — the check is case-sensitive.
- Enter the ActivationCode.
- Save. The license is verified and, if it has not been activated yet, activated.
The result is written to LicenseStatus. When the license details are missing or the company-name/activation-code combination is invalid, no status is stored and an alert e-mail is sent to the data manager address configured in the General section.
At activation the following information is registered with the license service:
- The current active URL of the installation (the BaseUrl setting in the General section)
- The data manager e-mail address (the EmailAddressDataManager setting in the General section)
# Which users count as active
Each night the job reports the users that are not disabled and that meet at least one of the following conditions. Users are identified by their e-mail address, falling back to their user name when no e-mail address is filled in.
- Logged in since the previous run. The login date is updated by a browser login as well as by an API login, for example from the MS Word templates.
- Named on an activity that changed since the previous run, as responsible user or follow-up user.
- Named on a matter that changed since the previous run, as billing timekeeper.
- Named on a contact that changed since the previous run, as account manager or sub account manager.
- Synchronising contacts to their mailbox through the Outlook synchronisation.
The first run after activation looks back three months instead of one day, so the initial registration covers the users that were recently active.
# Reclaiming licenses
On every following run, users that have been disabled since the previous run are reported back to the license service and their seats are released. Disabling a user in ContactManager is therefore enough to free the license; no action in the portal is needed.
# Resetting the license check
Clear the LicenseStatus value in the License section and save. The next run treats the installation as not yet activated and registers it again. Run the URL below to do this immediately instead of waiting for the nightly job.
# Configuration Reference
Settings in the License section of the CRM Configuration screen, each entered as a key/value entry:
<add key="CompanyName" value="Contoso" />
# CompanyName
Company name as supplied with the license. Case-sensitive.
- Default: empty
# ActivationCode
Activation code as supplied with the license.
- Default: empty
# LicenseStatus
Result of the last license check, written by ContactManager. Clear it to force a fresh activation.
- Default: empty
# URL Reference
| URL | What it does |
|---|---|
https://<cm>/crmconfiguration.aspx/Run/CheckLicense | Runs the license check and the user registration immediately instead of waiting for the nightly job. Administrators only. |