OpenLM Cloud Registration, Installation and Configuration
Software as a Service (SaaS) is a software licensing and delivery model where software is hosted and licensed from a third party by subscription. Organizations turn to SaaS in order to outsource hardware and software maintenance and reduce IT costs. OpenLM offers a SaaS solution, called OpenLM Cloud, which enables organizations to implement license monitoring systems with minimal installation and maintenance efforts.
This document is a quick guide for basic installation and configuration for SaaS solutions. It assumes that OpenLM Broker is already installed on license servers that will be used in conjunction with OpenLM Cloud.
In order to implement the OpenLM Cloud solution, organizations need to do the following:
For additional information that gives broader perspectives on OpenLM Cloud, OpenLM Broker, and the OpenLM system, please see the following documents and resources:
- OpenLM Broker Comprehensive Installation
- OpenLM Cloud Registration and Configuration
- OpenLM System Structure Overview
Please contact our support team (email@example.com) with any questions about OpenLM Cloud configuration.
To begin to use the OpenLM Cloud solution, users must register. The following steps lead you through the registration process.
- Visit the OpenLM Free-Trial page on the company website. This will open the Download page in a web browser.
- Locate the link that prompts signing up for OpenLM Cloud (see Figure 1).
Figure 1: The box on the Free-Trial page with a link to register for OpenLM Cloud.
- Click the link “Try it on the Cloud.” This will open the registration page (see Figure 2).
Figure 2: The OpenLM Cloud Registration screen.
- Fill in all the fields on the form (all fields are required). You must also check the agreement to terms and fill in the robot check code, which is case sensitive (see Figure 3).
Figure 3: The form completely filled out.
- Click the [Register to Service] button. The form is checked and submitted. When submission is successful, the applicant receives a confirmation screen (see Figure 4), and an email is sent to the address provided for validation (be sure the address firstname.lastname@example.org will not be blocked by spam filter).
Figure 4: The registration confirmation screen.
- Check the email provided for the validation email. The email will contain a link to confirm your registration (“Please click to complete the registration process”) and an attached file (broker.xml). [NOTE: The link will only work for one attempt.]
- Click the link in the email. This will open a new browser window and confirm the successful validation. It will also prompt a second email that contains login details and further instruction.
Figure 5: The registration validation success screen.
- Locate the login information in the email. It will look something like Figure 6.
Figure 6: Login segment of the validation email.
- Click the link to login (https://saas.openlm.com/SaaSClient/Home/Login). A browser window will open to the login page (see Figure 7).
Figure 7: The OpenLM Cloud login screen.
- Enter the Username and Password from the validation email in Step #8 (see Figure 8).
Figure 8: The Login screen with Username and Password entered.
- Click the [Login] button. This will open the Change Password prompt in the same browser window (see Figure 9).
Figure 9: The Change Password screen.
- Enter the original password in the first field (again from Step #8).
- Enter a new password in the second field. [NOTE: The password must be longer than seven characters, include two digits, two lower-case and two upper case characters.]
- Enter the new password for confirmation in the third field. This must exactly match the password entered in Step #13.
- Click the [Change Password] button. The password will be stored for the account, and the user will be returned to the login screen (as in Figure 7) to log in with the changed password.
- Login again with the Username and new password by entering the parameters and clicking the [Login] button. This will open the home screen for OpenLM Cloud (see Figure 10).
Figure 10: The OpenLM Cloud home screen.
With confirmation of being able to log in to the OpenLM Cloud, configuration of the OpenLM Cloud is complete. Other configuration is necessary to complete the setup.
It is possible to associate a user login with a Google account. This will allow users to login to the OpenLM Cloud account with familiar credentials. To associate the logins use the following steps.
- Login to OpenLM Cloud using the Username and Password as provided on the login page (https://saas.openlm.com/SaaSClient/Home/Login). The home page for OpenLM Cloud should appear in the browser.
- Click on the account name in the upper right of the browser screen (e.g., “MyName” in Figure 11).
Figure 11: The username menu on the OpenLM Cloud screen.
- Click on Login with Google in the popup menu. This will open a screen to confirm account association (see Figure 12).
Figure 12: Account association screen.
- Click on the [Associate with Google Account] button. This will prompt a confirmation screen (see Figure 13).
Figure 13: The link confirmation screen.
- Click [OK] to close the login confirmation. This will close the screen. Once the association is created, it will be possible to login using the [Sign in with Google] button (see Figure 14).
Figure 14: Login screen with Google sign-in highlighted.
OpenLM Broker configuration for OpenLM Cloud creates a secure connection over a dedicated port between the OpenLM Broker and the cloud-resident OpenLM Server. Configuration requires users to do all of the following:
- Locate the verification email delivered with the OpenLM Cloud login information.
- Download the attached broker.xml file to a convenient folder. This file can be located anywhere that the Broker installation can connect to it.
- Open the OpenLM Broker Configuration Tool (e.g., on Windows [Start] > [OpenLM] > [OpenLM Broker Configuration Tool]).
- Click on the OpenLM Servers node on the top of the navigation panel at the left of the screen.
- Click the [+Add OpenLM SaaS Server] button in the menu bar above the navigation panel. This will add a SaaS node to the navigation panel below the OpenLM Servers node (see Figure 15).
Figure 15: The Broker Configuration Tool displaying the Saas server connectivity screen.
- Click the [Import SaaS Settings from File] button on the OpenLM Server Connectivity panel. This will open a file browser window.
- Locate and select broker.xml file. Upon clicking the [Select] button the OpenLM Server Connectivity panel will populate with information from the XML file.
- Click the [Check Connectivity to OpenLM Server] button. This will perform a connectivity check by first opening a timer for the connection (see Figure 16). This will result in either a Success (a) or Error (b) screen.
Figure 16: The connection timer screen.
- If the Success screen appears (see Figure 17), go to Step #9.
Figure 17: The connection Success screen.
- If the Error screen appears (see Figure 18), check the following potential issues and repeat Step #8.
Figure 18: The connection Error screen.
- Be sure the internet connection is functioning.
- Be sure the configured OpenLM Broker is running.
- Check that there is no firewall conflict.
- Contact OpenLM support (email@example.com).
- Click [Apply] to commit the information imported from the XML file. A Save success screen will appear (see Figure 19).
Figure 19: The Save success screen.
- Click [OK] to close the Save success screen.
- Click the [Restart Broker] button. A success screen will appear confirming the service restarted successfully (see Figure 20).
Figure 20: The Broker restart success screen.
- Click the [OK] button to close the Restart Service screen.
- Click the [Exit] button at the bottom of the Broker screen to close the OpenLM Broker Configuration Tool.
At this point configuration of the OpenLM Broker to the OpenLM Cloud service is complete.
The OpenLM Broker connects to license server ports, and conveys license usage information to the OpenLM Server. The OpenLM Cloud service can be used with license servers which are properly configured in OpenLM Broker. For more details about configuring a license server, please refer to the dedicated OpenLM Broker Configuration documentation. The information from the license server configuration in Broker needs to be entered into the OpenLM Cloud configuration to complete the setup.
- Login to your OpenLM Cloud account using your username, password, and the URL on the login screen (https://saas.openlm.com/SaasClient/Home/Login). This will open the Home screen for OpenLM Cloud.
- Click on the “License Servers” tab to display the License Server screen (see Figure 21).
Figure 21: The OpenLM Cloud License Server screen.
- Click the [Add New License Server] button. This opens the Update License Server manager screen (see Figure 22). Defaults will fill in for LM Type (FlexLM) and Time Zone.
Figure 22: The Update License Manager Server screen.
- Fill in the exact parameters for the license server port configured in the OpenLM Broker Configuration Tool that you want to connect to. These parameters are context sensitive to the license manager type, so it is best to select that first.
- Select the license manager type in the LM Type field from the drop list.
- Enter the license server name or IP in the Host Name field.
- Enter the port in the Port Number field.
- [Optional] Change the time zone of license server machine by selecting it from the drop list. The default value should reflect the setting from the local machine running the browser.
- Enter a Name for the license server. This is a free text field used for identification. At this point, the screen should look something like Figure 23 with appropriate Name, Host Name/IP, and Port values.
- Enter the port in the Port Number field.
Figure 23: Update License Manager Server screen with entered values.
- Click the [OK] button to commit the configuration. This will create a new row on the License Server tab (see Figure 24).
Figure 24: Row added to the License Server tab in OpenLM Cloud.
With the configuration complete it is time to launch OpenLM EasyAdmin through the OpenLM Cloud interface.
- Click on the “General” tab on the OpenLM web page.
- Click the [Launch EasyAdmin] button (see Figure 25) to open EasyAdmin in a new browser window. [NOTE: This can also be launched from the Subscription tab.]
Figure 25 the OpenLM EasyAdmin launch button.
- Click [Start] > [Widgets] > [License Servers]. The License Servers window will open displaying the server added on the License Server tab in OpenLM Cloud. This verifies the connection and setup.
At this point the configuration is complete and the connection is confirmed. It is possible to add more server configurations and utilize OpenLM Cloud.