SELECT Server V8 XM Edition Licensing What, Why, Where, When, How Platform Spring 2005 Summit - April 13, 14 & 15 SELECT Server V8 XM Edition Licensing What, Why, Where, When, How Gary Cochrane Technical Director – Geospatial Sales, NAOU Company Confidential - Bentley Systems, Inc.

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

Platform Spring 2005 Summit - April 13, 14 & 15 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 Company Confidential - Bentley Systems, Inc.

Platform Spring 2005 Summit - April 13, 14 & 15 Why? Essential Thesis The use of Bentley software applications is mission-critical The validation and collection of license data, by comparison, is NOT The latter should NEVER get in the way of the former Company Confidential - Bentley Systems, Inc.

Platform Spring 2005 Summit - April 13, 14 & 15 SELECT Server V8 XM Goals Eliminate scenarios that obstruct a user from running Bentley applications Monitor, log, and report application usage Focus on automated systems that allow self service Focus on simplifying SELECT Server deployment Lay the foundation for SELECT Server to improve user-to-Bentley interaction Company Confidential - Bentley Systems, Inc.

SELECT Server 2004 licensing SELECT Server V8 (existing) Pre-XM Application Continuous “heartbeat” Connection Application must contact SELECT Server to start up SELECT Server periodically checks to see if machine is still using application (known as heartbeat). Each application uses its own .LIC file to define SELECT Server One SELECT Server per “Site” (as defined in SELECT Agreement)

SELECT Server V8 (existing) SS 2004 Conversation - 1 SELECT Server V8 (existing) MicroStation V8 Can I have a license to run?

SELECT Server V8 (existing) SS 2004 Conversation - 2 SELECT Server V8 (existing) MicroStation V8 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!

SELECT Server V8 (existing) SS 2004 Conversation - 3 SELECT Server V8 (existing) MicroStation V8 Now for the heartbeat… Every 2 minutes Are you still there?

SELECT Server V8 XM licensing SELECT Server XM (released June 2006) XM Application Occasional Connection Once activated, Application must contact SELECT Server only once every 30 days (to remain activated) Activated applications will start even if they can’t contact SELECT Server All (XM) applications use same Activation key to point to SELECT Server. Key is stored in Windows Registry One SELECT Server XM can host multiple sites (license pools)

SS V8 XM Conversation - 1 ? MicroStation V8 XM SELECT Server XM Once activated, does not ask for permission/license to run. It just runs 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

SS V8 XM Conversation - 2 MicroStation V8 XM MicroStationV8 XM logs usage pattern locally Periodically sends usage log to SSXM (typically once per day) SELECT Server XM 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.

SS V8 XM Conversation - 3 ? MicroStation V8 XM SELECT Server XM If user it taking laptop home for weekend, no problem being “off-line”. No action required to use MicroStation. If user is going on extended trip (more than 30 days), license checkout option still exists for this scenario.

SS-XM Architecture - Deployed Bentley User Organization Site1 One Machine Bentley Back Office Pre-XM Application SELECT Server XM Gateway1 Private XM Application Site1 Pool SELECT Server XM Bentley Web Services Public Site2 Pool XM Application SELECT Server XM Gateway2 Pre-XM Application Site2

SS-XM Architecture - Hosted Bentley User Organization Site1 Bentley Back Office SELECT Server XM Gateway1 Pre-XM Application Private XM Application Site1 Pool Public Bentley Hosted SELECT Server XM Site2 XM Application Site2 Pool SELECT Server XM Gateway1 Pre-XM Application

SS-XM Architecture - Deployed Bentley User Organization Bentley Back Office Private SELECT Server XM XM Application Bentley Web Services Public SELECT Server XM Gateway1 Pre-XM Application

SS-XM Architecture - Hosted Bentley User Organization Bentley Back Office Private XM Application SELECT Server XM Bentley Web Services Public SELECT Server XM Gateway1 Pre-XM Application

Platform Spring 2005 Summit - April 13, 14 & 15 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. Company Confidential - Bentley Systems, Inc.

Platform Spring 2005 Summit - April 13, 14 & 15 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! Company Confidential - Bentley Systems, Inc.

Platform Spring 2005 Summit - April 13, 14 & 15 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 Company Confidential - Bentley Systems, Inc.

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

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

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)

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

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

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

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

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)

Migration Starting point Bentley User Organization SELECT Server 2004 Edition Pre-XM Application

Migration begins with call to TSG Bentley User Organization I want to host my own SSXM Bentley Back Office Bentley Web Services

TSG pushes license to public server Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private Site1 Pool Bentley Web Services Public

TSG sends Activation keys to user Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private Keys Contains: Server Serial Number, Server Activation Key, and Site1 Activation Key Bentley Web Services Public Site1 Pool

Install SSXM with Gateway Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Existing SS2004 machine Keys

SELECT Server V8 XM Gateway Activate SSXM Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Existing SS2004 machine Keys

SELECT Server V8 XM Gateway Activate SSXM Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Site1 Pool Existing SS2004 machine Keys

Install/Activate SSXM applications Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Site1 Pool XM Application Existing SS2004 machine

SELECT Server V8 XM Gateway Shutdown SS2004 Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Site1 Pool XM Application Existing SS2004 machine

SELECT Server V8 XM Gateway Activate SSXM Gateway Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Site1 Pool XM Application Existing SS2004 machine

SELECT Server V8 XM Gateway Remove SS2004 Bentley User Organization Bentley Back Office SELECT Server 2004 Edition Pre-XM Application Private SELECT Server V8 XM Gateway Bentley Web Services Public SELECT Server V8 XM Site1 Pool Site1 Pool XM Application Existing SS2004 machine

SELECT Server XM Gateway Migration Complete Bentley User Organization Bentley Back Office SELECT Server XM Gateway Pre-XM Application Private Bentley Web Services Public SELECT Server XM XM Application Site1 Pool Site1 Pool

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

Migration – Multiple Sites SS2004 Pre-XM Application Pre-XM Application SELECT Server V8 – Site 1 SELECT Server XM Gateway Site 1 SELECT Server V8 – Site 2 SELECT Server XM Gateway Site2

Multiple Sites – Single SSXM Pre-XM Application Pre-XM Application SELECT Server XM Gateway Site 1 SELECT Server XM Gateway Site2 Bentley Back Office SELECT Server XM Site1 Pool Site2 Pool XM Application XM Application

Multiple Sites –Multiple SSXM Pre-XM Application Pre-XM Application SELECT Server XM Gateway Site 1 SELECT Server XM Gateway Site2 Bentley Back Office SELECT Server XM Hosting Site 1 Pool SELECT Server XM Hosting Site 2 Pool XM Application XM Application Option only available to ELS/MLS subscribers

Ultimate Goal In the future… When all applications upgraded to XM Edition No longer need SSXM Gateway(s)

Future Consolidation Site 1 Site 2 Pre-XM Application SELECT Server XM Gateway Site 1 SELECT Server XM Gateway Site2 Bentley Back Office SELECT Server XM Site1 Pool Site2 Pool XM Application XM Application

Future Consolidation Site 1 Site 2 XM Application XM Application Bentley Back Office SELECT Server XM Site1 Pool Site2 Pool XM Application XM Application

Summary Application Behavior V8 XM edition Clients XM edition applications are activated by pointing them to: A designated SELECT Server (by name) And, a Site/Pool (by site activation key) Once activated, XM edition applications do not contact the SS each time the application is started, and will run for up to 30 days even if the SS cannot be contacted

Summary Application Behavior V8 XM edition Clients XM edition applications keep local usage logs, and upload them to the SS when they have the opportunity This occurs in the background and is transparent to the user If an XM edition application fails to upload usage logs for 30 consecutive days, it will revert to a de-activated state. Desktop application behavior is 15 minute shut-down mode Server application behavior is 4 hour shut-down mode

Summary Application Behavior V8 XM edition Clients Do not use .LIC files Activation information is written to the Windows Registry All XM edition applications read/write the same registry key The first XM product installed creates the key All subsequent products read this key and do not prompt for activation

Summary Application Behavior Pre-XM edition Clients Pre-XM edition applications cannot communicate directly with SELECT Server V8 XM edition To do so would require Bentley to re-release every existing pre-XM application with the new licensing paradigm enabled! The SELECT Server V8 XM edition Gateway is a “go-between” to allow pre-XM applications to communicate with SELECT Server V8 XM edition

Summary Application Behavior Pre-XM edition Clients The SELECT Server V8 XM Gateway services pre-XM edition client license requests And also provides heartbeat services for those clients The Gateway does not however stand alone Like other XM Edition applications, it must be activated against a SELECT Server V8 XM Edition site

Summary Application Behavior Pre-XM edition Clients Still request a license at each startup, and do not start if they are unable to contact the SS XM Gateway The Gateway is a replacement for the previous SELECT Server 2004 edition If the Gateway is to be installed on the same machine as the 2004 edition SELECT Server, the 2004 edition must be un-installed first However in this case, no changes are required on the client machines!