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We have attempted to make this document complete, accurate, and useful, but we cannot guarantee it to be perfect. When we discover errors or omissions, or they are brought to our attention, we endeavor to correct them in succeeding releases of the product. SafeNet, Inc., is not responsible for any direct or indirect damages or loss of business resulting from inaccuracies or omissions contained herein. The specifications contained in this document are subject to change without notice. January 2013 Version 6.4 Cycle 1301-1
Revision History
Part number 007-012173-001, Rev A
Contents
Which Tutorial is Right for Me? ........................................................... 5 Introduction ........................................................................................... 7
Roles.......................................................................................................................... 8 Conventions............................................................................................................... 9 Lessons in this Tutorial.............................................................................................. 9
2. Defining Features....................................................................................13
Defining a Feature in Sentinel EMS........................................................................ 14
Contents
Software Protection and Licensing Tutorial Demo Kit or Starter Kit SentinelEMS(EntitlementManagementSystem)isusedastheback officesystemtomanagedefinitionofFeaturesandProductsand togenerateandtrackcustomerentitlements.
Software Protection and Licensing API Tutorial Demo Kit or Starter Kit ThesetutorialsdemonstratehowyoucanuseSentinel LDKAPIs togenerateandupdatelicenses.Itisassumedthatyouwoulduse yourownbackofficesystemstohandleallERPfunctionality. ADemoKittutorialandaStarterKittutorialareavailableas describedabove.
Introduction
ThankyouforchoosingtoevaluateSentinel LicenseDevelopmentKit (Sentinel LDK)asthemethodtoprotectandlicenseyoursoftware againstunauthorizeduse. ThistutorialdemonstrateshoweasyitistoprotectaWindows program,createatriallicense,andconvertthetriallicenseintoa permanentlicenseprotectedwithaSentinel SLprotectionkey(software locking). ToevaluateprotectionusingaSentinel HLkey(hardwarelocking),you mustorderaSentinel LDKDemoKit.Demokitscanbeorderedfrom
http://www.safenet-inc.com/products/software-rights-management/sentinel-hasp/
DefiningaSentinel LDKFeaturethatwillbeusedasanidentifier fortheprogramthatyouwanttoprotectandlicense ProtectingtheBouncingBallprogram CreatingtwoSentinel LDKProductsthatincorporatetheFeature youdefined,eachwithdifferentlicenseterms PreparingthetrialProductfordistribution Runningthetrialversionoftheprotectedprogram ProducingaSentinel LDKProductKeyforauserwhopurchased apermanentlicense Activatingthepermanentlicense
Introduction
Roles
TheSentinel LDKsystemisrolebased,andthetasksyoucanperform dependontheuserrolesassignedtoyoubytheSentinel LDK Administrator. Inordertoenableyoutoexperiencethebroadfunctionalityofthe Sentinel LDKsysteminthistutorial,youwillhaveaccesstoallroles. Therolesyouassumeinthevariouslessonsinclude: Product Managementrole Theperson,usuallyaproductmanager,whodeterminesthe productcomponentstobeprotected(calledFeaturesin Sentinel LDK),howthesecomponentsareusedtodefine Products,andthelicensestructurefortheProducts. Developmentrole Theperson,usuallyasoftwareengineer,whoprotectsthe softwareusingSentinel LDKEnvelopeortheSentinel LDK LicensingAPI,andperformsotherdevelopmentrelatedtasks, suchasgeneratingtheSentinel LDKRuntimeinstaller. Customer Services role ThepersonresponsibleforperformingmanualProductactivations. Order Managementrole Thepersonresponsiblefordefiningandmanagingcustomer entitlements(orders). Production role Thepersonresponsibleforproducingcustomerentitlements. Inaddition,youwillassumetheroleofanenduserinordertoruna ProvisionalProduct.Afterthat,usingSentinel LDK,youwillactivate anduseafullylicensedProduct.
Conventions
Conventions
Eachofthelessonsinthistutorialbeginswithafocusedbreakdownof thelesson,suchasthefollowing: Objective Role in this lesson Applications used
A short description of the lesson objective The role or roles that you assume during the lesson Sentinel EMS or other applications you use in the lesson
Lesson 1Preliminary Preparation Inthislesson,youinstalltheSentinel LDKsystemandlearnhow tolaunchSentinel VendorSuite. Lesson 2Defining Features Inthislesson,youuseSentinel EMStodefineaprogramasa Feature. Lesson 3Protect Once Inthislesson,youuseSentinel LDKEnvelopetoprotectthe Featureyoudefined. Lesson 4Defining Products Inthislesson,youuseSentinel EMStodefineProductsthat incorporatetheFeatureyoudefined. Lesson 5Preparing the Trial Product for Distribution Inthislesson,youuseSentinel EMStodefineaProvisional ProductbasedononeoftheProductsyoudefinedandprotected, andthenpreparetheProductfordistribution. Lesson 6Running the Trial Version of the Program Inthislesson,yousimulateavarietyoftypicalenduser experiences.
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Introduction
Lesson 7Defining and Producing an Order for the Licensed Product Inthislesson,youdefineanorderforasoftwarebasedProduct KeyforyourProduct. Lesson 8The End-User Experience Inthislesson,yousimulatetheexperienceofanenduserwhohas purchasedthefullProductandactivatesitusingtheProductKey youcreatedusingSentinel EMS.
Lesson 1
Preliminary Preparation
Objective Applications used
Prepare your computer and Sentinel LDK for the tutorial Sentinel LDK Installation DVD Sentinel Vendor Suite
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Preliminary Preparation Aftertheinstallationhascompleted,selectAll Programs > SafeNet Sentinel > Sentinel LDK > Check for UpdatesfromtheStartmenu.TheSoftware Managerwindowwillindicatetoyouifalaterversionofanyofthe SentinelLDKsoftwareisavailablefromSafeNetservers.Ifalater versionisavailable,selecttheoptiontoinstallit.
IfyouarenotcertainthattheTomcatserviceisactive:Fromthe
2.
FromtheStartmenu,selectPrograms > SafeNet Sentinel > Sentinel LDK > Vendor Suite.TheSentinel VendorSuiteprogramselectionscreenis
Lesson 2
Defining Features
Objective Role in this lesson Applications used
Learn how to define Features Product Management Sentinel EMS
AFeatureisanidentifiablefunctionalityofasoftwareapplicationthat canbeindependentlylicensed.InSentinel LDK,aFeaturemaybean entireapplication,amodule,oraspecificfunctionalitysuchasPrint, SaveorDraw. FeaturesaretypicallydefinedbytheProductManager,basedon businessdecisions,andarethenimplementedbythecompanys softwareengineers. Inthislesson,youassumetheProductManagementrole,anduse Sentinel EMStodefineaFeatureforuseasanidentifierforthe programthatyouwanttoprotectandlicense. To launch Sentinel EMS: 1. FromtheStartmenu,selectPrograms > SafeNet Sentinel > Sentinel EMS > Launch Sentinel EMS.Sentinel EMSislaunchedinaWebbrowser.The Sentinel EMSLoginscreenisdisplayed. IntheSentinel EMSloginscreen,specifythefollowing: IntheUser Namefield,typeadmin. InthePasswordfield,typeadmin. ClickLogin.TheSentinel EMSHomescreenisdisplayed.Clickthe Catalogtabtoseeatypicalwebscreen.
2.
3.
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2. 3. 4.
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Defining Features
Lesson 3
Protect Once
Objective Role in this lesson Applications used
Learn how to apply Sentinel LDK automatic protection abilities Development Sentinel LDK Envelope
Sentinel LDKEnvelopeisaninnovative,advancedsolutionfor protectingsoftwareagainstillegalorunauthorizeduse.Thesolution detersillegalaccessandexecutionofprotectedapplications. AdeployedSentinel LDKprotectedprogramrequiresaccesstoa specificSentinel protectionkeyinordertorun.Theprotected programqueriestheSentinel protectionkeyforpredefined information.IftheSentinel protectionkeyisnotpresent,orthe informationreturnedisincorrect,theprogramdoesnotexecute,or stopsfunctioning. Inthislesson,youuseSentinel LDKEnvelopetowrapandprotectthe BouncingBallsampleprogramwithasecureshield.Thisprotection processisindependentofthelicensingprocessandcanbeexecutedat anystage.
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Protect Once
Log pane
IntheSentinel LDKVendorSuiteprogramselectionscreen,click
3.
Protecting the Sample Bouncing Ball Program To protect the Bouncing Ball program: 1. 2.
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3. 4. 5.
IntheSentinel LDKEnvelopeProjectpane,selectPrograms. ClickAdd ProgramsinthetoprightoftheProgramspane. TheAddProgramswindowopens,displayingthecontentsofthe VendorSuite\samplesfolder. SelectWin32_Bounce.exeandclickOpen.Win32_Bounceisnow listedintheProgramspane. IntheProjectpane,underPrograms,selectWin32_Bounce. The protectiondetailsareshownintheDisplaypane. IntheDisplaypane,definetheprotectiondetails: a. IntheOutput filefield,clickthebrowsebutton.TheSelect OutputFiledialogboxisdisplayed. b. CreateanewfolderonyourdesktopandnameitBounceDemo.
File namefield.
c.
d. IntheNamefield(totherightoftheFeature IDfield),select Bouncefromthedropdownlist(theFeatureyoudefinedin Sentinel EMS). e. AtthebottomoftheDisplaypane,clickProtect.Amessage informsyouthattheSentinel LDKsystemisprotectingthe program. ClickClosewhenSentinel LDKEnvelopenotifiesyouthatthe protectionhascompleted.TheprotectedBounceprogramis savedintheBounceDemofolderonyourdesktop. CloseSentinel LDKEnvelope.Youarepromptedtosavethe currentproject. IntheFile Namefield,typeBounce andclickSave.Theprojectis saved.
f.
g.
h. ClickSave.TheSaveAsdialogboxisdisplayed. i.
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Protect Once
Lesson 4
Defining Products
Objective Role in this lesson Applications used
Learn how to define the Products you want to license Product Management Sentinel EMS
AProductisalicensingentitythatrepresentsoneofthevendors marketablesoftwareproducts.TheProductiscodedintothememory ofaSentinelkeyandcontainsoneormoreFeatures.Licensetermsare definedforeachFeatureinaProduct. LikeFeatures,ProductsaredefinedusingSentinel EMS.Typically,this functionisperformedbytheProductManager,andimplementedby thesoftwareengineer.Inareallifeenvironment,anumberof Productsmightbedefinedandheldinreadinessforinclusionin customerorders.However,youcandefinenewProductsmixingand matchingFeaturesatanytime. YounowuseSentinel EMStocreatetwoProducts,eachcontainingthe FeatureIDyoudefinedfortheBouncingBallprograminLesson 2 DefiningFeatures. Inthislesson,youdefinethefollowingProducts:
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Defining Products
6. 7.
Fromthetaskbuttons,clickNew.TheCreateProductscreenis displayed. IntheName field,typeBounceFull. IntheLocking Typefield,selectSL Admin-mode. OntheSelect Featuretabbedpage,intheFeatures Availablepane,select thecheckboxnexttotheBounceFeatureandclicktherightarrow. TheselectedFeatureismovedtoFeatures Associatedpane. ClickOK.TheConfigureLicenseTermsscreenclosesandthe licensetermsaredisplayedintheFeatures Associatedpane. ClickSave.ThenewBounceFullProductisdisplayedinthe Productsscreen.
InthelistofProducts,selecttheBounceFullProduct.
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5.
Fromthetaskbuttons,selectActions > Provisional.TheAdd ProvisionalProductscreenisdisplayed. IntheName field,typeBounceTrial.Notethat: TheBase ProductfielddisplaysBounceFull. TheBounceFeatureyoudefinedinLesson 2DefiningFeatures isincludedintheProductwiththeProvisional (Time Period) licensetype.ForaProvisionallicense,theuserisgranteda usageperiodof30daysbydefault. ClickSave.ThenewBounceTrialProductissavedinSentinel EMS anddisplayedinthelistofProductsintheProductsscreen.
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Defining Products
Lesson 5
AProvisionalProductistypicallyusedforevaluationpurposes,to enabletheprovisionofagraceperiod,orforsuperdistribution. A ProvisionalProductcanbeusedonanycomputerwithouta Sentinel protectionkeyforalimitedtimeperiodonly.Afterthe allottedperiodexpires,thesoftwarenolongerruns,untilitis activatedwithaSentinel protectionkey. Inthislesson,stillintheProductionManagementrole,youdefinethe BounceTrialProductasatrialversionoftheBounceFullProduct thatyoudefinedinLesson 4DefiningProducts.Youthenassumethe DevelopmentroletopreparetheProductfordistributioninabundle, includingacustomizedSentinel LDKRuntimeEnvironmentInstaller executablefile.
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2. 3.
Note:
AProvisionalProductsbundlecancontainanynumberof ProvisionalProducts.Forthisexercise,youareonlyaddinga singleProvisionalProductBounceTrialtothebundle. 4. 5. 6. IntheProduct Detailspane,selectthecheckboxfortheBounceTrial Product. ClickProduce V2C.TheV2Cfileisgenerated. Choosetheoptiontosavethefile.Thefileissavedto:
Note: Thelocationtowhichthefileissavedmayvarydependingon
youroperatingsystemandwebbrowser.Fortheremainderofthe lessonsinthistutorial,thislocationisreferredtoastheDownload location. To generate a Sentinel Run-time Environment Installer executable: 1. 2. 3.
RTE Installer.TheRTEInstallerscreenisdisplayed.
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IntheChooseFiletoUploaddialogbox,browsetotheDownload location(describedonpage 26)whereyousavedtheV2Cfile. 4. SelecttheV2CfiledisplayedinthislocationandclickOpen.The selectedfileisdisplayedintheV2C File LocationfieldoftheRTE Installerscreen. IntheInstaller Typefield,ensurethattheApplication (EXE)optionis selected. ClickGenerate.ThemessageRTE file is being createdisbriefly displayed. Choosetheoptiontosavethefile.Thefileissavedtothe Downloadlocation(describedonpage 26).
5. 6. 7.
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Lesson 6
Inthislesson,yousimulateavarietyoftypicalenduserexperiences:
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Running the Trial Version of the Program To install the Sentinel Run-time Environment and Provisional license on an end-user machine: 1. 2. FromtheStartmenu,selectRun. ClickBrowseandnavigatetotheDownloadlocation(describedon onpage 26)thatcontainstheRTEInstaller(haspdinst.exe)that youcreatedearlier. Selectthehaspdinst.exefileandclickOpen.Thebrowsewindow closesandthefilepathisdisplayedintheOpenfield. IntheOpenfield,typeaspacefollowedby -iattheendofthefile path. Forexample: ClickOK.TheSentinelRuntimeEnvironmentisinstalledanda successmessageisdisplayed.
3. 4.
5.
To run the protected program: 1. OpentheBounceDemofolderyoucreatedonyourdesktopand doubleclicktheprotectedBounce.exeprogram.A messageis displayedtowarnyouthattheprogramisonlyprotectedwitha demoSentinelprotectionkey. ClickOK.Theprogramrunsandyouseethebouncingball. ExaminethelicensefortheBounceprogram: a. Whiletheprogramisrunning,fromyourcomputersStart menu,selectPrograms > SafeNet Sentinel > Sentinel LDK > Tools > Admin Control CentertoopenSentinelAdminControlCenter. b. IntheOptionspane,selectFeatures.TheFeaturesinthe currentlyactiveSentinel protectionkeysaredisplayed. c. NotethatarecordisdisplayedforFeatureID10theFeature youusedtoprotectandlicensetheBounceprogram.The followingdataisprovided:
2. 3.
4.
Lesson 7
Defining a Customer
Inthisexercise,youwilldefinethecustomerforwhomanorderwill beentered. Note:Thisexerciseisoptional.Thecustomerrecordisnotrequiredto completethetutorial. To define a customer: 1. 2. FromthefunctionbarintheSentinel EMSscreen,selectCustomers. TheCustomersscreenisdisplayed. ClickNew.TheCreateCustomerscreenisdisplayed.Thedefault customertypeisCompany.
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Defining and Producing an Order for the Licensed Product 3. 4. 5. 6. 7. ForType,selectIndividual. IntheFirst NameandLast Namefields,enteryourownname. IntheE-mailfield,enteryourownemailaddress. ClickSave. YourcustomerinformationisdisplayedintheCustomersscreen.
FromthefunctionbarintheSentinel EMSscreen,select
ClickNew.TheNewEntitlementscreenisdisplayed. (Ifyoudefinedacustomerabove)IntheCustomerfield,startto typeyourfirstname.Yourfullnamewillappearinalistbox underthefield.Clickyournameinthelist.Yourfullnameande mailaddressappearintheappropriatefields. 4. IntheProductDetailspane,selectthetaskActions > Add. 5. IntheProductSelectionscreen,selectthecheckboxforBounceFull andclickOK. TheBounceFullProductisaddedtotheProductlist. 6. SelectthecheckboxforBounceFull. 7. ForEntitlement Type,ensurethatProduct Keyisselected.Acceptall otherdefaultvalues. 8. ClickProduce.TheDownloadProductKeysscreenisdisplayed. 9. ClickDownload. 10. IntheFileDownloaddialogbox,clickSave. 11. IntheSaveAsdialogbox,savetheProduct_Keys_[ID].txtfileto theBounceDemofolderyoucreatedonyourdesktop. 12. IntheDownloadProductKeysscreen,clickClose. IntheEntitlementsscreen,thenewentitlementisdisplayedwith thestatusProduct Keys Generated.
Producing a Product Key To view the Product Key for the licensed Product: 1. 2. 3. InWindowsExplorer,browsetotheBounceDemofolderonyour desktop.Openthefolder. DoubleclicktheProduct_Keys_[ID].txtfileinthefolder.The ProductKeynumberisdisplayedinNotepad. Closethefile.
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Lesson 8
TheCustomerPortalisawebportalinyourinstallationofSentinel EMSthatyourcustomersaccesstoactivatethelicensesfortheirfull featuredProducts. Inthisfinallesson,yousimulatetheexperienceofanenduserwho haspurchasedthefullfeaturedProductandactivatesitusing CustomerPortalandtheProductKeyyoupreparedinLesson 7 DefiningandProducinganOrderfortheLicensedProduct.Attheendof thisprocess,theBounceprogramisafullylicensedproduct,protected withaSentinel SLprotectionkeythatislockedtoyourcomputer.
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CopytheProductKeyandpasteitintotheProduct Keyfieldinthe loginscreen.ClickLogin. TheSentinelEMSActivationscreenisdisplayed.Thisscreen containsinformationabouttheentitlement.Iftheentitlement allowsmultipleactivation,thisscreenindicateshowmany activationsremain. Thecustomercanchoosetoperformonlineactivationoroffline activation. Offlineactivationcanbeusedifthelicensewillbeinstalledona machinefromwhichitisnotpossibletoaccesstheCustomer Portal.ThisincludesdownloadingautilityfromSentinelEMS andtransferringfilesmanuallytoandfromthetargetmachine. Mostcustomerswillprefertouseonlineactivation. 3. 4. 5. 6. ClickOnline Activation.Aprogressnoticeisdisplayedforafew seconds,followedbyActivation installed successfully. Thismarkstheendoftheactivationprocess.ClickClosetodismiss thenotice. RuntheBounceprogramagain. ExaminethelicensefortheBounceprogramusingSentinel AdminControlCenter. a. IntheOptionspane,selectFeatures.TheFeaturesinthe currentlyactiveSentinelprotectionkeysaredisplayed. b. NotethatanewrecordisdisplayedforFeatureID10.The followingdataisprovided:
c.
ClosetheBounceprogram.
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Tutorial Conclusion
Congratulations!YouhavenowcompletedtheSentinelSLProduct ActivationTutorial.
Note: Torepeatthistutorialonthesamecomputer,youmustusea
differentnameforthefullfeaturedProduct.(DonotuseBounceFull.)