FactoryTalk Activation Customer

FactoryTalk Activation
Danius Silgalis, Marketing Manager November 2008
Copyright 2008 Rockwell Automation, Inc. All rights reserved.
Agenda
1. Benefits of New FactoryTalk Activation 2. What is FactoryTalk Activation ?
3. Commercial Literature & Tools

4. Advanced Topics
Benefits of FactoryTalk Activation

Software Based Activations Improve Software Asset Utilization Simplified Software Management Centralized License Management Console Better model for multiple workstation environments Reduced software costs Provides ability to view FactoryTalk Diagnostics via the Event Viewer Grace Period Support Web Based Rehost (VIDEO available) End-user Options File (VIDEO available)
Software Based Activations

FactoryTalk Activations are delivered electronically; therefore, no more
lost disks.
Remove dependence on physical media (3 inch floppy) Floppy drives are difficult to come by and now optional on laptops
All activations reside on an Activation Server, and all activations can and should be backed up.
Improve Software Asset Utilization

Multiple users can connect over a network to a centralized computer running the FactoryTalk Activation Server to allow a single software activation to be shared easily among many users.
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FactoryTalk Activation Client #1
FactoryTalk Activation Server
Improve Software Asset Utilization

Allows the ability to easily share licenses among various departments, thereby cutting costs by eliminating unused license purchases
DEPARTMENT A
LIC_1 is not available on @DEPT_A
DEPARTMENT B
@DEPT_A @DEPT_B
LIC_1
@DEPT_A @DEPT_B
LIC_1
DEPT_A LIC_1 LIC_2 LIC_3
DEPT_B LIC_1 LIC_2 LIC_3
Simplified Software Management

Improves License Administration allowing one network administrator to manage all servers and licenses.
FactoryTalk Activation Server
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Centralized License Management Console

Provides the license administrator andfrom all users a single console view forenterprise software asset Activation Borrowed License expiration availability Activations dates visible Hosting License servers usage All FactoryTalk Activations single console across the . management:
Easier Support of Multiple Workstations
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EVRSI (old) A media disk was used to distribute activations to each computer. In a distributed environment, a mapped drive had to be setup to share licenses
FactoryTalk Activation (new) With a Centralized License Console FactoryTalk Activation more easily supports distributed or multiple workstation environments
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(Confidential For Copyright Internal Use 2008 Only)Rockwell Copyright Automation, 2008 Rockwell Inc. AllAutomation, rights reserved. Inc. All rights reserved.
FactoryTalk Diagnostics via Event Viewer

Ability to track FactoryTalk Activation diagnostics via the Event Viewer
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Grace Period Support ! ! !

If an activation cant be located, this period allows the software to run normally for up to 7 days. Introduced (CPR9 products and later)
This benefit exclusive to FactoryTalk Activation Not available with FactoryTalk Activation products prior to CPR9
Activations are checked when the software is launched

IMPORTANT NOTE: If an activation isnt found in 7 days, the application will continue to run until a power cycle or reboot is done to the computer and the software is relaunched.
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How Does Grace Period Work ?

If an activation is not found, the 7-day grace period clock starts. During this period, valid activations are rechecked every 4 hours, and the user receives notifications. As soon as an activation is found, the 7day grace period clock stops and is reset, 4 hour rechecking stops, and software starts and runs normally. Since the 7-day grace period clock resets, the grace period can be reused. If grace period expires, products that support a demo mode may run in demo after 7 days.
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RSLogix 5000 Grace Period ! ! !

IMPORTANT: Be sure to enter the correct serial number during the install of RSLogix 5000. Failure to enter valid serial number means RSLogix 5000 will be restricted to Service Edition functionality while running within a grace period.
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What is FactoryTalk Activation?

Technology purchased from Acresso Software
Formerly Macrovision - called FlexLM (now FlexNet Publisher) Used by many companies (IBM / Rational, Adobe, Autodesk, etc.)
Software-based activation management system:

Based on digitally-signed plain text Activation file Cant be forged or changed
Replacement for EVRSI Disk-Based Activation
FactoryTalk Activation File
Implementation Started in April 2004
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FactoryTalk Activation Overview

All FactoryTalk branded products (and most RS branded products) now support FactoryTalk Activation (30+ products have adopted)
Low volume products supported it 4 years ago, high volume products added last year Multi-million $ RA investment in product integration and business system infrastructure
EVRSI disks no longer delivered with products but products still support it
Existing customers (in support) continue to use it with the latest software Customers migrating at about 1000 serial numbers / month
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Activation File What is it?

Digitally-signed plain text Activation file:
Contains serial number, product ID, Host ID and activation Cant be forged or changed Can (and should) be backed-up to a safe location
Multiple product activations of the same type can co-exist in one activation file Multiple activation files can co-exist on the same computer:
Node-locked and concurrent files Mix of EVRSI and FactoryTalk Activation files
Node-Lock Activation Example

VENDOR flexsvr FEATURE rsntwcn3exe flexsvr 2.0 permanent uncounted HOSTID=1234 \ SIGN="0028 ADA5 ECC8 1EBA 2F06 91EE 3F30 9C0F BBE6 C4B1 3C03 \ BB60 9D3D F222 77B6 7992 6E0E 60C6 DC85 7691 637B"
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Assigning a Host ID :
The Host ID is the key that enables the selected activation:
It is a unique value that is used to identify the computer hosting the software product.
Customer must select Host ID Options available:

Serial number of computer hard drive Ethernet MAC ID of network interface card (or NIC) Serial number of a FTA dongle (mobile key)
Customer must provide Rockwell Automation with the Host ID:

Activation file is received in exchange for the Host ID and serial number / product key
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Host ID Using Dongle

A Rockwell Software dongle must be purchased separately from product software:
9509-USBDONG
The dongle will work as a Host ID for any activation type The dongle does not store the activation file
You will need to move the activation file another way
The dongle has a unique embedded Host ID number. You cannot use a standard USB memory drive.
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Host ID - Using MAC ID

Be careful when using the MAC ID of a computer network interface card (or NIC) as your Host ID:
Sometimes there are multiple network cards connected to a computer: One in the docking station One built into the laptop Virtual NIC on the VPN connection Selected NIC must be available to unlock the activation at the time of software use.
PCMCIA NIC card is a valid Host ID. USB NIC is a valid Host ID (even on the other side of a USB hub).
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Activation Types
Node-Locked Activation:
Activation is locked to a single computer for the exclusive use of a single user.
Concurrent Activation:
Allows for the shared usage of a FactoryTalk product by many users on different computers that are geographically separated.
Not all products support both types of activations. Product Support Chart can be found on KnowledgeBase
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Capacity-based Activations
A type of concurrent activation in which activation is based on some defined capacity of the product. By adding activations to the ones you already have available for a product, you can make a greater capacity of the product. Products priced and sold based on some measure of system capacity The number of available activations determines the capacity, for example: FT Historian Classic sold based on number of reporting tags FT Batch sold based on number of units
These products require an Activation Server and dont support a Node-Locked Activation version.
Capacity activations cannot be borrowed
Copyright 2008 Rockwell Automation, Inc. All rights reserved. 21
Node-Locked Activation
Node-Locked Activation:
Locks the software activation to a single computer for the exclusive use of a single user. That computer holds the Host ID key to activate the software. Network connection is not required for software usage.
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Concurrent Activation
Concurrent Activation
Activation Server manages pool of activations and shares them with client computers over a network connection. Activation file is stored on and locked to an Activation Server Activation server holds the Host ID key used to activate the software Network connection to the Activation Server is required to check out an activation.
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Concurrent Activation Check Out

Concurrent activations can be either borrowed or floating. Activations can be checked out by other computers:
Floating activations require a continuous network connection. or Once a Borrowed activations is checked out, computer can disconnect from the network
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Check Out - Floating

Floating Activation:
Automatically checked out to client computer when the client computer runs the software This is the default behavior for concurrent activations
Software In Use
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Check In - Floating
Floating Activation:
Automatically checked back to activation server when the client shuts down the software or loses its network connection
Software Not In Use
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Check Out - Borrowed

Borrowed Activation:
Borrowed activation retrieved from same pool of activations on the activation server Not all products support borrowing Activation can be borrowed for up to 90 days (user configurable) Once a borrowed activation is checked out to a particular computer, the computer can be disconnected from the network
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Check In - Borrowed
Borrowed Activation:
After expiration, activation will automatically reappear on the server Activation can only be returned early by the client computer for others to use. Server computer has no ability to prematurely retrieve a borrowed activation.
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Check Out - Borrowed

Borrowing limits:
A customers software administrator can further restrict the maximum borrow time to <90 days
Borrowed activations cant be manually expired if a computer is stolen or not working.
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Does the activation server need to be a dedicated machine ?

No, concurrent activations can reside on the same computer as the application The activation server install is a very lightweight application that can be hosted on practically any computer running a Microsoft operating system Simply one additional service added on the PC Server does not mean server operating system Activation Server is serving up licenses to itself
This enables concurrent activations to behave in the as node-locked activations.

Frequent Activation Moves

If you need to move an activation frequently
Select a dongle as the Host ID Load the software on any computer or server: Copy the License file to each computer The software can only be used when the dongle is attached to the computer
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What You Need to Activate Your Product ?

FactoryTalk Activation software Internet connection at your site
One computer with a web browser or e-mail at each site. If you do not have an Internet connection at your site, you can still get the activation information by telephone or fax
Activation Certificate
This document is enclosed in a red envelope with the software CD. It contains the Serial Number and Product Key of your software product, as well as the Activation Type you have purchased.
Activation Insert
This is included with the software CD as well
How can I download the latest FactoryTalk Activation Tool ?

From the Internet browser
http://licensing.software.rockwell.com Select downloads
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Which FactoryTalk activation tool do I need ?

Install FactoryTalk Activation Client Software
If ONLY node-locked activations purchased On a client computer that is pointed to an Activation Server
Install the FactoryTalk Activation Server software

If concurrent activations or mixture of both types of activations purchased
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Data Required to Get an Activation File

Information required to obtain an activation file: Activation Certificate:
Serial number Product key
Host ID(s)
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Importance of Activation Insert

Some FAQs that are answered
What you need to activate your product ? Locating the Activation Certificate in your box Getting activation file for a single stand-alone computer (local or mobile node-locked) Setting up your activation server (concurrent) Setting up your activation clients (concurrent) What if I dont have Internet access on my computer? What if I dont have Internet access on many computers? Do I have to get activations for them one at a time?
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NEW - FT Activation Process Flow

User Provides Serial Number, Product key and Host ID
Redundant License Servers @ Rockwell Corporate Headquarters 24 / 7 / 365 https://licensing.software.rockwell.com
Server Returns the Activation File

Your Software & FactoryTalk Activation Information Is Enclode
Step 2 Enter Product Data
Step 3 Select Host ID
Step 4 Download Activation
Step 1 Launch Wizard Done!

(Confidential For Copyright Internal Use 2008 Only)Rockwell Copyright Automation, 2008 Rockwell Inc. AllAutomation, rights reserved. Inc. All rights reserved. 37
Obtaining Activation Files

Provide Rockwell Automation with Host ID and Activation Certificate data in exchange for activation file Easiest methods (require an Internet connection):
Activation Wizard Web site: https://licensing.software.rockwell.com/
Alternate methods
FactoryTalk Transfer Tool (to support non-networked computers) Email, FAX, phone
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Rockwell Software Activation Website

Create a .LIC file using the Get Activations Tab
Download the latest FactoryTalk Activation Tool Rehost an Activation View FactoryTalk Activation Videos
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What are the latest releases of the FactoryTalk Activation Tool ?

FactoryTalk Activation (v 3.01 CPR9 SR1)
released June 2008 Supports of the Windows Vista operating system, including Windows Vista and Windows Vista SP1, Business and Home versions. RSLogix5000 Professional, RSLogix5000 Standard both offered as concurrent activation
FactoryTalk Activation (v3.02 CPR9 SR2)

released October 2008 Support of Windows Server 2008, Windows XP SP3 Ability to borrow multiple activations at one time Ability to borrow activations as a service
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New Directory location for Activation Files

Identify the location on the FactoryTalk Activation Tool Settings tab. The default activation directories for FactoryTalk Activation are:
3.0 and earlier - C:\Program Files\Common Files\Rockwell\Activations 3.01 and later - C:\Documents and Settings\All Users\Shared Documents\Rockwell Automation\Activations 3.01 and later (Windows Vista only) - C:\Users\Public\Documents\Rockwell Automation\Activations
If an activation directory already exists when you upgrade to 3.01, the existing activation path will not be changed. To avoid the need for elevated user permissions when activating software on Windows Vista, save all activation files in the Vista default directory.
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Borrow/Return Multiple Activations at One Time:

Activation files can be borrowed individually or as a group. Borrow All button Ctrl and Shift functionality supported
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Borrow Duration Time Displayed

The Borrow Activation dialog box displays the Maximum time activation can be borrowed using the days and hours format.
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Benefits to Refresh button

If you add or remove activation files or make changes to the configured paths on an activation server that has borrowed activations, you will need to refresh the activation server because the activation server cannot be stopped and restarted. You can use the Refresh button on the Settings tab to check for any changes to the activation files or their configured paths while the activation server continues to run.
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Rockwell Software Web Site

http://www.rockwellautomation.com/rockwellsoftware/factorytalk/activation.html
FactoryTalk Activation Videos, Product Profile, Activation FAQ, Knowledgebase Answers Migration Paths
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Get Support Now Activations Support

http://www.rockwellautomation.com/support/activations.html
EVRSI Master Disk Knowledgebase Articles FactoryTalk Activation Knowledgebase Articles Factory Talk Activation Server and Client installs Rockwell Automation Activation Forums
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FactoryTalk Activation Videos:

Integrated Architecture Tools (IA Tools):
http://www.rockwellautomation.com/soluti ons/integratedarchitecture/resources4.ht ml
Software Videos:
http://www.rockwellautomation.com/rock wellsoftware/videos.html
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Advanced Topics
Factory Talk Activations with Terminal Services & Remote Desktop

Node-Locked Activations:
Cannot be used in a Remote Desktop or Terminal Services session, whether those nodelocked activations are installed on the local or remote computer. Flexlm license agreement
Concurrent Activations:
May be used by remote computers during a Remote Desktop or Terminal Services session when those computers can make a TCP/IP connection to a FactoryTalk Activation Server. Must have the concurrent activations for the number of terminals. Rockwell Terms of Agreement End-User License Agreement Configure the remote computers Client Activation Path (via the FactoryTalk Activation Tool) to point to the appropriate server name.
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Best Practice Suggestion FactoryTalk Activation with Remote Desktop or Terminal Services? For users connecting to a Terminal Server, a concurrent activation must be available for each user even if all of the users are logged in using the same account name. For example, if five users all log in to the same Terminal Server as administrator and all five wish to use RSLogix 5, the FactoryTalk Activation server needs to have at least five concurrent activations available for RSLogix 5.
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Set up a backup activation server

You may want to set up two computers as the activation server so that one can serve as a backup in case the other fails. This will require setting up the activation software and activation files on both computers and locking the activations to a dongle so that the dongle can be moved to the second computer in the event that the first computer fails. You will also need to configure the client computers to look at both server computers.
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To set up backup activation server:

Install the FactoryTalk Activation Server software on both server computers. Retrieve activation files for one of the server computers using the dongle as the Host ID . Copy the activation files just retrieved to the activation directory on the backup server computer. Configure the client computers to recognize both server computers. To expedite checkouts, place the primary server at the top of the list of servers. Attach the dongle to the primary server computer.
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What to Expect during Failure with a backup activation server ?

In the event the primary server computer fails, simply move the dongle to the secondary server computer. You may want to move the secondary server computer to the top of the list on the Settings tab of the FactoryTalk Activation Tool. This may speed up checkouts.
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Ghosting Computers and FactoryTalk Activations

Allows the ability to restore a configuration of a computer OPTION #1: Ghost the computer with all the desired software loaded but not activated. What if activations are included on the Ghost image ? OPTION #2: Create a Ghost image for every machine in the facility and post backup images on a file server.
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Questions?
E-mail to desilgalis@ra.rockwell.com

FactoryTalk Activation Customer

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FactoryTalk Activation

Danius Silgalis, Marketing Manager November 2008

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

1. Benefits of New FactoryTalk Activation 2. What is FactoryTalk Activation ?

3. Commercial Literature & Tools

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Benefits of FactoryTalk Activation

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Software Based Activations

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Improve Software Asset Utilization

FactoryTalk Activation Client #1

FactoryTalk Activation Client #2

FactoryTalk Activation Server

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Improve Software Asset Utilization

LIC_1 is not available on @DEPT_A

DEPT_A LIC_1 LIC_2 LIC_3

DEPT_B LIC_1 LIC_2 LIC_3

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Simplified Software Management

FactoryTalk Activation Client #1

FactoryTalk Activation Client #1

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Centralized License Management Console

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Easier Support of Multiple Workstations

FactoryTalk Diagnostics via Event Viewer

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Grace Period Support ! ! !

Activations are checked when the software is launched

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

How Does Grace Period Work ?

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

RSLogix 5000 Grace Period ! ! !

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

What is FactoryTalk Activation?

Software-based activation management system:

FactoryTalk Activation File

Implementation Started in April 2004

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

FactoryTalk Activation Overview

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Activation File What is it?

Node-Lock Activation Example

Customer must select Host ID Options available:

Customer must provide Rockwell Automation with the Host ID:

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Host ID Using Dongle

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Host ID - Using MAC ID

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Concurrent Activation Check Out

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Check Out - Floating

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Software Not In Use

Copyright 2008 Rockwell Automation, Inc. All rights reserved.

Check Out - Borrowed

Copyright 2008 Rockwell Automation, Inc. All rights reserved.