Convert Existing Licenses to Cloud Sign-in
Login to the CSI Customer Center and navigate to Manage Software → Upgrade and Convert Licenses
Select the licenses that you wish to upgrade or convert to use Cloud Sign-in Licensing, then click "Generate Quote".
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.
Once you have converted your licenses, your old licenses will continue to work for 90 days.
- Show email that Cloud Licenses have been provisioned.
Add / Manage Users through User Management Dashboard
- 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.
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