Convert Existing Licenses to Cloud Sign in
- Show CSI Customer Center -> Upgrade and Convert Licenses
- Click through the Quote Generation and Order Submission Process
- Mention that their existing licenses will continue to work for 90 days
- Show email that Cloud Licenses have been provisioned.
Add / Manage Users
- Show CSI Customer Center -> User Management Dashboard
- Talk through User Roles
- 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.
Install Program
- 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 Application
- Show Login Screen
- Once application starts show Help -> License Information form
- Highlight Asset ID
Show Cloud License Monitor (CLM)
- 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