Software Communication System (SCS) Keycode Retrieval System (KRS) User Guide

1. Title: Software Communication System (SCS) Keycode Retrieval System (KRS) User Guide Issue: 2.1Date: July 2011

2. Contents • Overview of Keycode License Generation Process • Contacting KRS Support • What do you need before accessing to the KRS ? • Accessing the SCS KRS instance • Registering your system • Generating a Keycode License • Using a Purchase Order • Using Numeric Authorization codes • Retrieving a Keycode License • Expansion of an existing system • eAuthcode management (guide to understanding use of eAuthcodes)

3. Overview Keycode License Generation Process Partner KRS Avaya Place Keycode License Order Avaya Order Mgm’t System sends a Non-stock PO To KRS for the Software Licenses Ordered. Customer access’s KRS and generates License and retrieves. • Partner places Keycode License order with Avaya • Avaya OM enters order into SAP OM system. • SAP sends non stock PO of licenses to KRS. • Customer logs into KRS and initially register’s their system. • Customer selects to generate keycode. • Customer selects licenses/features from Purchase order and generates keycode. • KRS generates license, saves results to db and displays license to customer • Customer downloads license’s and applies to product.

4. eBusiness Tools Landing Page Acess KRS • www.avaya.com/ebizn (Americas, Asia) • www.avaya.com/ebizu (Europe, Middle East, Africa) Access KRS Click here for Tools Training information Click here for Global Support Phone Numbers and support information Click here for process about “How to Register for the eBusiness Tools” – including KRS

5. Accessing the KRS instance of Software Communication System (SCS) • Go to eBusiness Tools Landing Page (see previous slide) • Enter your SSO user ID and password as requested • Select ‘Licenses” then select ”KRS” • Select product family • “Software Communication System ” from the list box. TIP : After a product family has been selected, to change product families, click <Keycode Retrieval> to return to this page

6. Registering your System Once you’ve logged in, the default screen is Product Registration. Before you can generate any keycodes you must register your System. To begin Registration, select Create.

7. Registering your System cont. Enter the site name you wish to use to identify your system. BLANK SPACES ARE NOT ALLOWED WITHIN THE SITE NAME. Then click Continue.

8. Registering your System cont. • You must now upload your SCS systems unique system ID file. • Click on Browse and locate the file on your computer. • Click on Open • Click on Continue. Note: The unique system ID is retrieved from your SCS through the Licensing window and the Retrieve System ID link.

9. Registering your System cont. Complete the registration by entering the location information. When complete click on Save.

10. Generating a Keycode License – step 1 • After Registering your system select Generate Keycode from side bar. • Identify the system you wish to generate a license for by entering the system ID, (the site name you used when you registered your system. • Once you have entered all the data click on Continue.

11. Generating a Keycode License cont. To generate your keycode you must either have a numeric authorization code which you would enter in the box opposite Auth Code or you can search for a Purchase Order. It is possible to enter both. In this example, we are searching for a PO. Click Go to PO after entering the PO number. • NOTE: for more information about Auth Codes please refer to: • KR203 Auth Code Functionality (eAuth, Paper and Numeric) • KR204eAuth Code Administration

12. Generating a Keycode License cont. The KRS will return your PO where you can then select a qty of each line item to include in your license creation. If you want the total content of the PO to be included in your license you can select “Add All”. After making your selection, click Continue. You will be brought back to the point where you can either: (a) specify another PO from which to take features from, or (b) enter numeric Auth Codes or (c) select Go To Summary and produce the keycode license. In this example we will select Go to Summary.

13. Generating a Keycode License cont. The KRS will show a summary of your PO selections, you can elect to Generate Keycode or cancel. Generation should take between 10-20 seconds. When complete, the KRS will take you to the Retrieve and download screens.

14. Generating a Keycode License / Retrieve Keycode cont. After generation you are presented with the retrieve keycode screen. The KRS will display the most current keycode as indicated by the Green Bar. The summary will indicate Current Configured features, the line items or authcodes last used, creation date and info and the keycode itself. Your options from here are to download the keycode license or to view the order/authcode specifics that have gone into creating this keycode license. To download the SCS keycode just select Download keycode. However, to retrieve the Counterpath client keycode you must cut & paste the specific keycode presented. The next page describes more about the Counterpath client license.

15. Generating a Keycode License / Retrieve Keycode cont. Counterpath Client keycode: Installing the Keycode on the SCS 2.0 System: Once a valid keycode file is saved on your PC or network storage location you are now ready to install the keycode on the SCS 2.0 system. Once again enter the SCS administrator user web interface for the target SCS 2.0 system. Go to the System, Licensing area as shown in Figure 1 of your installation guide. This time, enter the name of the Keycode file that was generated for this specific in the License File section of the screen or press Browse to search for the file on your PC or network storage location. Once the file name is loaded into this field, press the Apply button to enable the entitlements embedded in the keycode file on the target system. When the screen is refreshed, the Licensing box should now be updated to indicate the number of user accounts that can be created on the system. In order for end users on the SCS 2.0 system to use the SCS Multimedia Clients (SMC), the provided soft client keycode(s) must be entered (usually via copy and paste) into the appropriate install screen when the SCS 2.0 client applications are installed on end user PCs. These clients will not operate without a valid license keycode. Remember that clients can only install a total number of SMC clients which does not exceed the total number of user accounts on the target SCS 2.0 system. Once installed, these clients will require a connection to an external licensing server accessible via the internet in order to validate the keycode and ensure that these limits are not exceeded.

16. Generating a Keycode License / Retrieve Keycode cont. Selecting the view Authcode history: This view displays each chronological creation of keycode: feature added, date, person, description of features, etc.

17. Retrieve Keycode cont. After selecting download Keycode, the KRS will present the File Download dialogue box. Select Save. The Save As dialogue box will then be displayed and will provide a default filename. You can specify where you wish to save the file and then click on Save.

18. Retrieving a Keycode License To retrieve a previously generated Keycode License, click on Retrieve Keycode from the KRS sidebar and then enter the System ID. If you only enter part of the System ID the KRS will perform a wild card search and present all ID’s beginning with your search string that you are entitled to view. Then click on Search.

19. Retrieving a Keycode License When KRS retrieves the keycode license you searched for you can download to your PC by selecting Download Keycode.

20. Expansion of an existing system • Expansion of an existing system is performed exactly as for initial keycode generation. We will expand an existing system (SCSDEMO) on the following slides. • Simplified Steps • Select Generate Keycode from side bar • Enter Site ID • Specify Purchase Order • Select feature(s) and quantity (the selected quantity will be added to the existing keycode, and the new keycode will replace the previous one. • Review summary, click generate keycode • Download new keycode

21. Expansion of an existing system This is the system we will expand, from 125 user licenses to 150 users. To begin, select Generate Keycode from the side bar and identify the system to expand. Then click Continue.

22. Expansion of an existing system The next step is to identify the purchase order to get the additional licenses from, after entering the search criteria click on Go to PO. When KRS displays the PO, you enter the qty of the feature desired in the QTY Taken field. As we want to increase our license from 125 to 150 we enter 25 in the Qty Taken field, then click Continue. Note that after taking the 25 licenses from the PO that the PO will have 55 remaining licenses, which you can then use to expand other systems.

23. Expansion of an existing system KRS will provide you with a summary view and allow you to identify another PO should you wish to pull features from other PO’s before generating the new keycode. If there are no others, click on Go To Summary. KRS will provide a final Summary of all specified features to be added to the new keycode you are about to produce. This summary shows the current installed features in the keycode and what the new total features will be in the keycode about to be produced. Click on Generate Keycode to proceed.

24. Expansion of an existing system After keycode generation the KRS will take you to the retrieve and download screens. Note the new total is 150 Users. Simply download the new keycode and apply to your SCS per process, and apply the existing Counterpath Key to all new clients.

25. Documentation, Forms & User Guides 3. 1. 2. Select <Documentation, Forms & USER GUIDES> Double click the desired folder, select the desired form and right mouse click to save it to your computer Click on <KRS Documentation> for access to the <Release Notes> and <Training> folders

26. Thank You