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Table of Contents

Convert Existing Licenses to Cloud Sign-in Licenses

1 -

Sign

-in to

into the CSI Customer Center (https://account.csiamerica.com)  and navigate to Manage Software → Upgrade and Convert Licenses.

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Select the licenses

that

you wish to upgrade and/or convert to use Cloud Sign-in Licensing, then click "Generate Quote".

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Click through the Quote Generation and Order Submission process. Once you have converted your licenses, your old licenses will continue to work for

90 days

9 months.

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Once your order has been processed, you will receive an email informing you

that

your Cloud Sign-in Licenses have been provisioned.

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Add

/

and Manage Users through the User Management Dashboard


    1 - Sign In to Sign into the CSI Customer Center (https://account.csiamerica.com) and navigate to Settings → User Management Dashboard. 

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    2 - You can add users one at a time using the "+ Add New User" button at the top

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. Choose a role that has the Cloud Sign-in Software Access permission.

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The following "Template" roles have the Software Access permission. 

Administrator
Sales & Technical Support (Basic)
Technical Support - Advanced
Technical Support - Basic
License & Software Management (Advanced)

If you want to create your own role with custom permissions, you can do so through the Roles tab of the User Management Dashboard.

Alternatively, you can import users in bulk, by:

1

A. Export a Microsoft Excel template of your existing users, then add additional users

to

as new

rows  

rows.  

2

B.

Importing the

Import the Excel file back to add your new users.

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    - Highlight Sign-in Software Access Permission
    - Show License Group tab 
        - mention that its only available once the Sign-in License have been provisioned
    - Add one contacts thru the add new user button w software access
    - Add one contact thru the add new user button without software access
    - Add multiple contacts by using the export/import functionality
    - Add at least one concact that has a role that doesnt have software access to show the orange triangle on the license group list.
    

Download and Install CSI Software

    - Once you recieve licenes provisioned email, navigate to customer center -> manage software -> downloads (also linked to in the email you receive).
    - download cloud sign in installation.
    - run installer.
    - Show screen to select Cloud Sign-in License Mode
    - Mention that this can be changed later thru the CSI License Assistant

Run CSI Software

    - Show Login Screen
    - Once application starts show Help -> License Information form
    - Highlight Asset ID

Manage Cloud Sign-in Licenses 

    - While applcation is running, open CSI Customer Center -> Cloud License monitor
    - Highlight same asset is listed in the CLM
    - Show that you can terminate the session 
        - users can terminate their own sessions 
            - useful if you left the applciatoin running on a computer that you are not sitting in front of anymore.
        - if user has Terminate Sessions permission, they can terminate other sessions
        - Terminates sessions will prompt user to save work before closing

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Once your new users are added to the system, they will receive an email letting them set their password.

To learn more, please visit the User Management Dashboard page.


Download and Install the CSI Application

Sign into the CSI Customer Center (https://account.csiamerica.com) and navigate to Mange Software → Downloads. 

Click "Download Installation" for the software you wish to install.

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Run the downloaded installer. 

During the installation, be sure the default option "Cloud Sign-in" is selected in the License Option dialog box.

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Run the CSI Application

Run the application you installed from the Windows Start menu or desktop.

Upon startup, enter your email address and click "Continue". (If your company has setup Federated Identity, you will be redirected to your company's identity platform to complete authentication.) 

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On the next screen, enter your password.  

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Upon successful authentication, the application will try to get a license. If a license is available, the application will start and you will see your name in the top right corner of the application user interface. Navigate to Help → License Information to see information in the dialog box shown below.

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View Active Users through the Cloud License Monitor

Sign into the CSI Customer Center (https://account.csiamerica.com) and navigate to Cloud Licensing Tools → License Monitor.

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Click on the Cloud Sign-in tab to see gauges summarizing how many of your total licenses are currently in use.

In the table(s) below the gauges, you will see which users are actively using the licenses.

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A feature of Cloud Sign-in licenses is allowing sessions to be remotely terminated using the "Terminate" button at the end of the row. Users can always terminate their own sessions.

This is particularly useful for the scenario when a user has left a CSI application running on a computer that they do not have access to and they need to free up the license to use on another computer.

Users with the Administrator role, or a role that has the Terminate Sessions permission checked, have the ability to terminate the session of other users.

Users who have their sessions terminated will always be prompted to save their work prior to the application closing.