Token Flex Configuration - KB810 - OpenLM Software License Management
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Token Flex Configuration – KB810

The following document describes OpenLM’s implementation and configuration of Token Flex license managers.

Token Flex is a cloud-based, pay-as-you-go licensing model from Autodesk where the customer buys a number of tokens (referred to as a “token pool”) and pays with these tokens each time a user runs a product belonging to a certain product family within a specified amount of time (usually counted as 24-hour intervals).

The time is always taken from the Token Flex server side, meaning that if a user starts utilizing a certain feature from a product family (e.g. Autodesk AutoCAD) at 11:29 AM local user time but the timezone of the Token Flex server adjusts the time to be 11:29 PM, the moment a new day occurs (i.e. 00:00) on the server side, the license manager will log the current token as consumed and start monitoring usage for the next time interval.

With Token Flex, there are generally two token types:

  • Annual tokens, which expire after 365 days if they have not been used.
  • Contract-based tokens, which last for the term of the contract, e.g. 3 years. As with annual tokens, any unused tokens will expire at the end of the contract term.

OpenLM supports tracking for both types of tokens.

 

Table of contents:

1. Requirements for interfacing with a Token Flex server

2. Configuration

2.1 Configuring Token Flex with OpenLM Broker

2.2 Configuring Token Flex with OpenLM Server directly

3. EasyAdmin Token Flex Configuration

3.1 Wizard configuration

3.2 Updating the default OpenLM feature and product family mappings

3.3 Exporting OpenLM features and family mappings

4. Token Flex Reports

4.1 Token-Flex Usage

4.2 Double Token Consumption

4.3 Released Idle Licenses

 

1. Requirements for interfacing with a Token Flex server

Before you can interface OpenLM with a Token Flex server, you must check that your OpenLM license supports it.

To check if your license has support for Token Flex:

1. Open the EasyAdmin interface (Windows Start → OpenLM → OpenLM EasyAdmin User Interface)

2. Open the OpenLM License Window (EasyAdmin Start → Administration → OpenLM License)

Administration window for checking OpenLM TokenFlex support

3. Check that the Token Flex feature is present in the list.

License window for checking OpenLM Token Flex support

If your license does not have this feature, please contact Sales (sales@openlm.com) to inquire about this extension.

 

2. Configuration

There are two types of configurations possible when interfacing with a Token Flex server: using OpenLM Server with OpenLM Broker or using the OpenLM Server directly. We recommend the first type of configuration as you will get added functionality such as managing license files, data buffering and other advanced features available only with the Broker.

 

2.1 Configuring Token Flex with OpenLM Broker

To interface a Token Flex server with OpenLM Broker you must:

1. Open the OpenLM Broker configuration tool (Windows Start → OpenLM → OpenLM Broker Configuration Tool)

2. Click on Detect to search and auto-configure the FlexLM license servers

OpenLM Broker auto-detection of Token Flex servers

3. Open the EasyAdmin interface and accept the newly added license servers by clicking Approve in the License Servers window

Approving Token Flex servers in the EasyAdmin interface

4. Open the OpenLM Server Configuration tool (Windows Start → OpenLM → OpenLM Server)

5. Select the Token Flex server that has been added and check the “Enable Token Support” box.

Enabling Token Support in the OpenLM Server Configuration tool

OpenLM Server Configuration Tool settings for Token Flex support through Broker

6. Click Apply to save changes then close the configuration window.

7. Follow the steps below in section 3 of this document (“EasyAdmin Token Flex Configuration”) to launch the Token Flex wizard and finish the setup.

 

2.2 Configuring Token Flex with OpenLM Server directly

1. Open the OpenLM Server Configuration tool (Windows Start → OpenLM → OpenLM Server)

2. Click the Add button in the lower part of the window to add a new license manager server.

3. Configure the following fields:

  • Enabled – checked
  • Type – FLEXlm
  • Description – enter a name to identify your Token Flex server
  • Time Zone – make sure you correctly select the time zone that the server is in
  • Enable Token Support – checked

Server list:

  • Hostname – the IP address or hostname of the Token Flex server
  • Port – the FLEXlm port of the Token Flex server

Server Configuration Tool settings for stand-alone Server Token Flex support

OpenLM Server Configuration Tool settings for Token Flex support through Server directly

4. Click Test to verify that the connection to the server is successful.

5. Click Apply to save the settings.

6. Follow the steps below in section 3 of this document (“EasyAdmin Token Flex Configuration”) to launch the Token Flex wizard and finish the setup.

 

3. EasyAdmin Token Flex Configuration

Once you have configured OpenLM Broker and Server, it’s time to finish Token Flex configuration. There are 3 possible actions, depending on which stage of the setup you’re at.

 

3.1 Wizard configuration

If this is the first time you’re configuring token usage, you will be presented with a wizard in EasyAdmin.

To start the token server configuration wizard:

1. Open EasyAdmin Start → Administration → Token-Flex

Starting the Token Flex wizard from the EasyAdmin Administration panel

2. The Token Flex configuration wizard screen will open. Check to see that all the token servers you have configured in section 2 are present on this screen. Please note that sometimes it may take up to 10 minutes before OpenLM starts reporting the Token Flex server status.

Token Flex wizard displaying available token servers

3. Click “Next” to proceed to the “Tokens” configuration tab.

Token Flex wizard Tokens tab settings

The options on this screen work as follows:

Session length – this is a non-configurable default set to 24 hours as per the Token Flex specification. This is the token lifetime. Once this amount of time has passed, the license manager counts a number of tokens (the specific amount defined in the token mapping definition file) as being consumed. As mentioned previously, the time is based on the license server’s time zone, not the user’s time zone.

Session grace time – (default: 5 min) some providers allow grace time for token usage. Grace time is a short period during which license usage is not accounted for and thus no token is counted as “consumed”. The maximum value that can be configured is 20 minutes.

4. Click “Next” to proceed to the “Product Family → Families Token Rates” tab.

Here the wizard will scan the token license servers and detect which features have token support. If the wizard finds a feature that it recognizes, it will automatically assign it to the default feature / product family mapping that is provided with OpenLM.

Token Flex wizard Families Token Rates tab settings

On this screen you can specify the token rate for each product family that you will be using. The token rate is the “value” of a single token. The product family is either one or more applications (sometimes referred to as features) that belong to the same group.

When one of the applications in the product family is used by a user during the predetermined session length (i.e. 24 hours), a token is considered as being consumed. Each family can have a different token rate which is specified in the “Token Rate” field. Using any other application from the same product family during this time will still be counted as the utilization of the same token.

The fields and their values are as follows:

Product Family Name – the name of the application(s) group. By default, there are a number of product families which are provided by OpenLM for Autodesk products. The blue icon on the right side of the product family name indicates whether it’s a [D]efault or a [C]ustom user-defined product family. Clicking on the product name row will expand the selection, allowing you to assign a feature to a different product family.

Features – the number of applications (features) that have been assigned to a specific product family.

Token Rate – the number of tokens that will be deducted from the token pool, per unique user, per day

Lastly, if you’re looking for a specific family or feature name you can make use of the search box in the top right corner to locate it.

Please note that if you click on “Save & Exit” wizard instead of Next at this stage of the wizard it is possible that some features may be reported inaccurately or not at all. If you’re using the Token Flex functionality from a previous version of OpenLM, it might be necessary to quit the Wizard by clicking “Save & Exit”, importing a new mapping file (see section 3.2) then starting the Wizard again by clicking on the vendor name (i.e. “Autodesk”) and then on “Start Wizard”. This will ensure that all the TokenFlex features are reported accurately.

5. Once you’ve finished configuring the products and token rates on this page, click Next to advance to the “Unassigned Features” tab.

Token Flex wizard Unassigned Features tab settings

On this screen you will see all the features that the wizard detected on the token servers but was not able to assign to a specific product family.

6a) At this point you have the option of either selecting the features that you require and assigning them to an existing or a new product family

To assign the features to an existing family

1. Check the boxes for the features you require on the left, click the drop-down element on the right and select the family you would like to assign them to then click Apply

To create a new family

Check the boxes for the features you require on the left, click the drop-down box on the right and click on Create New Family.

Creating a new product family in the Token Flex wizard

Enter a unique Family Name and a token rate between 1 and 9999 then click on Save.

6b) Or you can simply click the Save & Exit Wizard button to save your configuration without assigning the “orphan” features to any specific product family. You might see a final warning dialog:

Token Wizard warning screen

Click Save to confirm.

7. A final confirmation message will appear. Click Close.

Token Flex setup complete dialog

At this point, the wizard is complete and you should now be able to monitor and overview the Token Flex usage data on the appropriate reports.

 

3.2 Updating the default OpenLM feature and product family mappings

If you want to update the default feature and product family mappings that are provided with OpenLM:

1. On the default TokenFlex screen, click the vendor name in the left-side column (i.e, Autodesk)

Accessing the import functionality on the vendor tab

2. Click Import.

Import an updated OpenLM default feature and families mapping file

3. On the pop-up that appears, you can either select “Online update from OpenLM website” or “Update from file” and then click on “Select File” to browse to the location of the definition table.

OpenLM default features and families import tab with options

4. Click Update to complete the process. A brief message will appear on the TokenFlex window to confirm whether that the operation was successful or not.

 

3.3 Exporting OpenLM features and family mappings

If you have already set up custom token rates and mappings for features and product families and you want to backup or replicate them on another OpenLM Server, you can easily export them by clicking Export on the main tab of the TokenFlex window:

Exporting vendor and product families data

You should see a small window pop-up with a downloadable link open. Click on the link to begin the download:

Pop-up dialog on successful mapping export

 

4. Token Flex Reports

To analyze and get an overview of the usage data of the Token Flex servers, you can open either of the reports by going to EasyAdmin Start → Reports → Token Flex. There are 3 standard reports available. The following section will describe their usage and functionality.

Token Flex reports in EasyAdmin

 

4.1 Token-Flex Usage

This report shows the total number of tokens that were consumed for a certain product family along with the total consumption time. Two types of views are available: table and chart. Please keep in mind that due to the way vendors calculate token consumption, the reports are displayed with a 48 hour delay.

Token Usage report

Token Usage report displayed in Table view

 

Token Usage report displayed in Chart view

Token Usage report displayed in Chart view

 

In addition to this, the Token Usage report can group the data by User, allowing you to see how many tokens a certain user has consumed.

Token Usage report displaying token usage grouped by user

Token Usage report displaying token usage grouped by user

 

4.2 Double Token Consumption

This report shows suspected cases where a user might have been charged twice for the same product family during a working day.

Double Token Consumption report

Double Token Consumption report

 

4.3 Released Idle Licenses

This report shows licenses that were released automatically by OpenLM 15 minutes before the license server clock struck midnight. For OpenLM to gather data to generate this report you must enable the Automatic release functionality. This feature is available only if your OpenLM license includes support for Active Agent (contact sales for additional information). To do so:

  1. Go to EasyAdmin Start → Administration → Process Features
  2. Select the desired application row and either double-click on it or click Edit in the upper right corner of the window to open the Process Editor window
  3. Check the “Enabled” box then the “Enable automatic license release functionality” box.
  4. Adjust the “Usage rate” and “Idle time” parameters as needed.
  5. Click Save.
  6. Make sure that the OpenLM Agent is configured on the target workstation(s).

 

Released Idle Licenses report

Released Idle Licenses report

in Monitoring licenses and usage reportsOpenLM Modules

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