----------------------------------------------------------------- BASIS Installation Guide for UNIX Operating Systems ----------------------------------------------------------------- Last Update: June 8, 1999 -------- Contents -------- Process Description What You Will Need Part 1: Installing and Setting Up the BASIS License Manager Part 2: Requesting BASIS Product License(s) Part 3: Installing BASIS Product License(s) Part 4: Installing BASIS Products Part 5: Configuring PRO/5(R) Part 6: Configuring the PRO/5 Data Server(R) Part 7: Changing the Product Pointer File Part 8: Emergency Licensing Procedures Part 9: Important Licensing Terms ------------------- Process Description ------------------- PRO/5 and the PRO/5 Data Server revision 2.10 and higher use FLEXlm licensing software. The overall process of installing these UNIX-based BASIS products requires: 1. installing and setting up the BASIS License Manager (BLM) 2. requesting the individual product licenses from BASIS 3. installing the individual product licenses once you've received them from BASIS 4. installing the products themselves, which includes some configuration of the product. This document contains the procedures for accomplishing this process and for obtaining temporary licenses in the event of an emergency. Part 9 explains some important terms concerning BASIS licenses. ------------------ What You Will Need ------------------ If you purchased product and received product media, you'll need the License Registration Form included for each product. If you have a BASIS product revision 2.00 to 2.05 and are updating from our Web site to revision 2.10 or higher, you'll need your existing serial number and activation key. If you downloaded a demonstration copy from our Web site, you'll have received the demonstration license file as part of the download process. ----------------------------------------------------------- Part 1: Installing and Setting Up the BASIS License Manager ----------------------------------------------------------- 1. Select a single machine to host the BASIS License Manager (BLM). You must install and configure the BLM to use any UNIX-based BASIS product at revision 2.10 or higher. In many cases, you will install the BLM on the same machine as your product. But if you are running BASIS products on multiple machines on a TCP/IP-based network, it simplifies administration to select a single machine to host the BLM. Later in the installation process, you will direct the products running on other machines to request their licenses from the machine running the BLM. A pointer file, BASIS.lic, is automatically created during product installation. If you change the machine on which the BLM is running, you must also change each product's pointer file to specify the new server name. Part 7 explains how to do this. Any machine that can run the BLM can serve FLEXlm licenses for any other machine on the network, regardless of operating system---for example, a UNIX system can get licenses from a BLM running on a Windows system, and vice versa. 2. Create a directory on your system, such as /usr/local/basis, that will only be used for BASIS products (hereafter referred to as your BASIS product directory). 3. Obtain the BLM compressed tar file (.tar.Z). From the product CD-ROM, use the index.txt file from the root directory of the CD-ROM to find the BLM compressed tar file for the specific product you want to install. Because of filename length limitations on Unix CD-ROM file systems, the BASIS products on the CD-ROM do not end in .tar.Z. The files are still in a compressed format, but the suffixes have been truncated to .Z to conserve space. These files can be renamed to the .tar.Z convention when copying them from your CD-ROM drive to the Unix system. From the BASIS Web site, the BLM is available packaged with each of the UNIX product downloads in a single .tar.Z file or in a file by itself. See the product download pages at www.basis.com/products/downloads.html. 4. Place the BLM .tar.Z file in your BASIS product directory. 5. Uncompress the file ('uncompress (filename).tar.Z'). 6. Extract the files with the UNIX tar command ('tar xvf (filename).tar'). This creates subdirectories that contain, among other things, the BLM. 7. From the operating system prompt (you should still be in your BASIS product directory), type './install'. This will bring up the BASIS Install Main Menu. 8. From the main menu, type 'BLM' at the menu prompt to begin installing the BLM. 9. From the BLM setup menu, type 'CREATE' to create the script that starts the BLM from its current location. 10. Type 'ADD' to have the BLM added to your system startup file (/etc/inittab). (You must be logged in with system administrator privileges to run the ADD option. If you are not, you will be prompted for the password.) If you prefer, you can put the BLM into the startup sequence manually. You have completed installing and setting up the BLM. Continue with Part 2 to request a license. ------------------------------------------- Part 2: Requesting BASIS Product License(s) ------------------------------------------- 1. Obtain your BASIS serial number and authorization number. If you have just purchased a BASIS product, your serial number and authorization number are on the License Registration Form you received with your product media. If you have a BASIS product revision 2.00 to 2.05 and are updating from our Web site to revision 2.10 or higher, you'll need to exchange your existing activation key for a license authorization number on our Web site. From www.basis.com, select Products from the left navigation bar. Select the product you are downloading. Select "Exchange License" from the options on the left-hand side of the page. Provide the serial number and activation key from the product you are upgrading. You will receive an authorization number in return. (When upgrading, your serial number will not change.) 2. With your serial number and authorization number handy, go to the machine where the BLM is running. You must be on the BLM machine to install your product licenses. 3. From the BASIS Install Main Menu (in your BASIS product directory), type 'REG' at the menu prompt to register for a product license. 4. You'll be prompted for the following registration information. Type the following as needed: Company name -- optional First name -- optional Last name -- optional Phone number -- optional Serial number -- REQUIRED and CASE SENSITIVE Authorization number -- REQUIRED and CASE SENSITIVE Host name -- this is automatically generated 5. Verify all the information fields. Check that you have entered the serial number and authorization number exactly as they appear on your License Registration Form. Any errors will cause your license registration to be rejected. 6. Specify how you want to send the license information to BASIS: Web browser, e-mail, phone, fax or other. 6.1. WEB BROWSER: This is the fastest and therefore the preferred method. 6.2. EMAIL: The license request will be automatically sent to BASIS by e-mail. If you are working on a machine that does not have e-mail capability, you must select another method. If you are a remote site that tends to experience delays in delivering e-mail, you may experience the same same delay with the licensing process. In this situation, you may want to try registering by fax as well. 6.3. PHONE: PHONE is our automated telephone registration system. In the U.S., dial 1.505.338.4171 and follow the instructions as prompted. Outside the U.S., dial the U.S. country code plus the above number and follow the instructions. You must have fax capability to use this option. The system will prompt you for a fax number to which it will send your permanent license. 6.4. FAX: FAX will save your licensing information to a text file in a special format for our automatic fax-reading software. If you print out the text file for use in a fax machine, fax the license to 505.338.4178. Be certain the fax is sent right-side up, inserting the top edge first. If possible try to increase the size of the characters as much as you can without having text run outside the margins or take more than one page; 16-point type is the minimum. Clean, enlarged photocopies work well, but remember that any marks, streaks or handwritten notes on the page will make it difficult for our automated system to interpret the text correctly. 6.5. OTHER: OTHER is a manual backup system and should be used only if the e-mail and fax methods are unavailable or don't work for you. OTHER allows you to save the registration information in a human-readable format to a file that can be moved to another machine with e-mail or printer access. Then, you can fax the information to 505.345.5082 (NOT our automated fax number given in Step 6.2) or e-mail the file to license@basis.com, and we will manually generate your permanent license. 7. Specify how you want BASIS to send the product license to you: e-mail or fax. If you chose the Web browser to be the registration method, e-mail or fax delivery methods are not available. Your license file will be immediately delivered to you via the Web. 7.1. If you select the e-mail option, the license file will be delivered to the e-mail address you specify. When you receive your license by e-mail, save this file to your system, as per the e-mail instructions. You will need to specify a path to this file later in the installation. 7.2. If you select the fax option, the license information will be delivered to the fax number you specify. You will be prompted to enter this information when you install the BASIS product license. 8. If you purchased more than one BASIS product, repeat Steps 3 through 7 to license each product. You have completed requesting a BASIS product license. When you receive your permanent license, continue with Part 3. If the above steps fail to give you a permanent license, follow the emergency licensing procedures in Part 8. ------------------------------------------- Part 3: Installing BASIS Product License(s) ------------------------------------------- 1. Go to the BLM menu (from the BASIS Install Main Menu in your BASIS product directory). If the BLM is running, you must stop it to install BASIS product licenses. 1.1. Type 'STOP'. 2. From the BLM menu, type 'INSTALL' to install the product license(s). 2.1. If you received the permanent license by e-mail, type at the "License File:" prompt the full path to the file you saved on your system in Part 2, Step 7.1. If you have to print out the e-mail message from BASIS and manually enter the license information, see Step 2.3. 2.2. If you received the permanent license by fax, press when prompted for a file name and type the license information exactly as it appears on the BASIS fax into the license information data fields on the screen. You must check and confirm the information you entered. Any errors will cause your product license registration to be rejected. The license information is saved for use by the BLM. For your reference, Table A explains the license information data fields. 2.3. If you have to print out the e-mail message from BASIS and manually enter the license information, type the license information exactly as it appears on the BASIS e-mail into the license information data fields on the screen. You must check and confirm the information you entered. Any errors will cause your product license registration to be rejected. The license information is saved for use by the BLM. For your reference, Table A explains the license information data fields. ============================================================= TABLE A. License Information Data Fields Field Location In the License ----------------- ------------------------------------------ Feature First word after FEATURE License Rev Numeric value such as "2.10" after "basis" Expiration Date or "permanent" Number of Users Numeric or "uncounted" Encryption Code String of 12 hexadecimal digits Host ID Text after, but not including, "HOSTID=" Checksum Text after, but not including, "ck=" Serial Number Text after, but not including, "SN=" ============================================================= 3. Repeat Step 2 for each product you are licensing. 4. Start the BLM by typing 'START' from the BLM menu. You have completed installing the BASIS product license(s). Continue with Part 4 to install the BASIS product(s). --------------------------------- Part 4: Installing BASIS Products --------------------------------- If you are working with the BASIS products CD-ROM, follow these procedures. If you downloaded the BLM and product package from our Web site and completed Parts 1, 2 and 3, you already have the product files in your BASIS product directory. Skip to Part 5 or 6 to configure your product. If you downloaded just the BLM, you will need to go back to www.basis.com/products/downloads.html, download the product package and follow these procedures. 1. Obtain the appropriate compressed tar product file (.tar.Z) for the product you want to install. From the product CD-ROM, use the index.txt file from the root directory of the CD-ROM to find the compressed tar file for the specific product you want to install. Because of filename length limitations on Unix CD-ROM file systems, the BASIS products on the CD-ROM do not end in .tar.Z. The files are still in a compressed format, but the suffixes have been truncated to .Z to conserve space. These files can be renamed to the .tar.Z convention when copying them from your CD-ROM drive to the Unix system. From www.basis.com, select Products from the left navigation bar. Select the product to download and download the appropriate port from the Web site. 2. Place the appropriate .tar.Z file in your BASIS product directory. 3. Uncompress the file ('uncompress(filename).tar.Z'). 4. Extract the files with the UNIX tar command ('tar xvf (filename).tar'). 5. Repeat Steps 1 through 4 for each product you want to install. You have completed the first part of installing the BASIS product(s) and must now configure your product. Continue with Part 5 or Part 6 to configure your product. ------------------------- Part 5: Configuring PRO/5 ------------------------- 1. From your BASIS product directory, type './install'. 2. Type 'PRO5'. 3. Press and accept the license agreement to continue. 4. Type 'SELECT'. 5. Choose whether to install the version of PRO/5 with SQL capabilities or the version without SQL capabilities. 6. Type 'SERVER'. 7. Specify the name of the machine on which the BLM is running. PRO/5 will attempt to request a license from this machine before it starts to run. If you have not completed Parts 1, 2 and 3 to set up the BLM and install a PRO/5 product license, you can run PRO/5, but you will be nagged every 15 to 30 minutes. A pointer file, BASIS.lic, is automatically created during installation of the product. If you change the machine on which the BLM is running, you must also change the product's pointer file to specify the new server name. Part 7 explains how to do this. 8. If you wish, you can use the CONFIG option in the PRO/5 install menu to interactively build a configuration file (config.bbx) for PRO/5. You have completed installing and configuring the PRO/5 product. You are ready to run your PRO/5 product. ----------------------------------------- Part 6: Configuring the PRO/5 Data Server ----------------------------------------- 1. From the BASIS product directory, type './install'. 2. Type 'DS'. 3. Type 'INSTALL'. You have completed installing and configuring the PRO/5 Data Server product. You are ready to run your PRO/5 Data Server product. ----------------------------------------- Part 7: Changing the Product Pointer File ----------------------------------------- A pointer file, BASIS.lic, is automatically created during product installation. If you change the machine on which the BLM is running, you must also change the individual product's pointer file to specify the new server name. This can be done two ways. Method 1: 1. In your BASIS product directory, type './install'. 2. Type 'PRO5'. 3. Type 'SERVER'. 4. Change the server name to the name of the machine on which the BLM is running. Method 2: 1. In the PRO/5 directory, edit the BASIS.lic file using any text editor. 2. Change the server name: SERVER servername ANY USE_SERVER Where "servername" is specified, make sure that it is the host name of the machine that is running the BLM. Be aware of the case of the text. The key words SERVER, ANY and USE_SERVER must be uppercase. 3. Save the revised file as BASIS.lic. -------------------------------------- Part 8: Emergency Licensing Procedures -------------------------------------- 60-Day Nag-Free License: If you received BASIS product media and if for any reason the above procedures fail to return a permanent license to you, you can immediately run nag-free by installing a 60-day temporary license. This license is valid for 60 days from the date of purchase from BASIS and you don't need to contact BASIS to install it. To install a 60-day temporary license, repeat the steps in Part 3. At Step 2, manually enter the emergency license information on the License Registration Form sent to you with your product media. Once you have the 60-day temporary license running, call BASIS to request generation of another permanent license. Immediate 7-Day Nag-Free License: If at any time your system experiences a failure that invalidates your license, you can install a 7- day temporary license. To install a 7-day temporary license, repeat the steps in Part 2. When additional requests are entered for the same serial number and authorization number, our automated system will generate a 7-day temporary license. Once you have the 7-day temporary license running, call BASIS to request generation of another permanent license. --------------------------------- Part 9: Important Licensing Terms --------------------------------- License manager A FLEXlm term for the application that tracks the number of counted licenses in a network and which machines in the network are using those licenses at any one time. A license manager coordinates the issuing of these licenses to requesting clients at any given moment. See BASIS License Manager. BASIS License Manager (BLM) BASIS' version of the FLEXlm license manager. The BLM software may be installed on the same server as the product(s) or on a dedicated license server machine. In the FLEXlm manual available in our online documentation (www.basis.com/products/documentation.html), the BLM is what FLEXlm calls a "vendor daemon." See License manager. Counted license A FLEXlm term for a type of license that is tied to the computer running a license manager, such as the BLM, in a network. The license manager manages the use of counted licenses as they are needed throughout the network. BASIS sells counted licenses as "multiuser" licenses because the same license can "float" and be used by more than one UNIX terminal or Windows seat in a network. PRO/5 and the PRO/5 Data Server are sold only with counted licenses and therefore require the BLM. Uncounted license A FLEXlm term for a type of license that is tied to the computer running the BASIS product. This license does not require a license manager because it is "fixed" to a unique seat (the machine running the BASIS product) and cannot be used by any other machine in a network. BASIS sells uncounted licenses as "single-user" licenses because the license can only be used by this unique Windows seat. Unlicensed (nag) mode If a BASIS product cannot find a valid license, it displays a screen reporting the problem every 15 to 30 minutes. Users can continue to work when the product is in "nag mode." Temporary licenses are available that do not show this screen; see Part 8: Emergency Licensing Procedures. ----------------------------------------------------------------- Copyright 1999 BASIS International Ltd. All rights reserved. BBx(R), Visual PRO/5(R), PRO/5(R), PRO/5 Data Server(R), BASIS ODBC Driver(R) and DDBuilder(R) are registered trademarks of BASIS International Ltd. BBj(TM), ResBuilder(TM) and GUIBuilder(TM) are trademarks of BASIS International Ltd. All other product names and brand names are service marks and/or trademarks or registered trademarks of their respective companies. [end of file]