HOW TO EASILY AND EFFICIENTLY MANAGE YOUR SMC USERS AND LICENSES

As the Account Administrator, you will need to be comfortable when it comes to managing and monitoring your Solibri Model Checker (SMC) licenses. You will also want to make sure your people have access when needed. This article will give you a quick overview of how you can accomplish these tasks.

Introduction – How to Get to the Solibri License Manager

In order to begin administering user licenses, you will first need to login to the Solibri Solution Center (SSC).  As an administrator, you will go to solution.solibri.com and enter the username and password provided via your software purchase paperwork.  Once logged into the SSC, you will start on the Administrative panel where you can begin to manage users and license usage.

1. Creating new users and bringing existing users into your company account

One of the more common tasks is to add users to your company account. This will include users that are new to SMC, as well as users who may have used SMC in a trial environment, but now need to have access to an SMC license from the company account.

There are two ways to add new users:

  1. One by one, with an individual email address
  2. As a group, with the help of an Excel sheet (provided by Solibri)

To create users, begin on the Users tab in the Admin Panel:

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At the bottom of the page you will see an Add button. By clicking it you can add one user at a time.

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The Add user dialog box will appear.

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By default, the user has a User role. If you want, you can give the user an Admin or a Buyer role. In case you have created multiple license pools (covered later in this article), select the correct pool for the user from the Select User Pool drop-down menu.  Each user can belong to only one license pool at a time.

A country is set for each user. By default, it is the country selected when registering the company. You can also choose another country from the drop-down menu.

Once you select ‘Save’, the user will receive an email containing a link to set his/her personal password. Once they have set their password, they can log in to the SSC. Depending on their role, they will have access only to the Products view or also to the Admin view. (They will only have the ADMIN View if you have checked the Admin box when you added them as a User.)

NOTE: If the user has already registered their email address (the user has registered as a trial user or the user belongs to another account), you will receive a pop-up notification (see below).

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Upon selecting YES, the user will be sent an email asking for their confirmation to be added to the company account.

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If you would prefer to import a listing of users, you have the option to upload this list via an excel spreadsheet (provided by Solibri).

In this case, instead of selecting the ‘Add’ option as your initial step, Choose ‘Download user Excel Template’ to download the template to your computer.

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The Template will list the required fields for the new users.

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Populate the spreadsheet as indicated above, then choose the ‘Upload’ option at the bottom of the Users Tab in the Administrative panel.

2) Managing licenses and creating license pools

The licenses in SMC can be distributed in a number of ways.  If your company account has multiple licenses, it might be best to organize the licenses into license pools and place individual users into different pools depending on their project need or job function.  For example, you may have a pool for “Project XYZ” as well as another pool for “Training Licenses.”  Adding these pools is relatively straightforward.

To manage licenses, go to the User Pool Management tab. You can create new license pools by clicking Add Pool. Give a name to the pool, then click Add.

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Once you have added a license pool, you can add users to it on the Users tab.  Select the user you want to add by clicking the row and then by clicking Edit. Select the new license pool from the Select User Pool drop-down menu. Save changes by clicking Save.

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3) Granting user download requests

If a user logs into the SSC and wants to download the software or an extension, they must first be granted the permission to download by an administrator.  Typically, a user will log in and request to download an item (i.e., create a ‘wish’).

Once this has been done, the request will appear as a ‘Wish’ for the administrator to grant.

To grant wishes of users, go to the License Assignment tab, choose the product or extension that the wish is related to, and select ‘Refresh.’

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The users will appear in the table, and there will be a note next to their username stating that a wish has been requested.  Select the check-box next to their name, and select ‘Assign’.  Clicking the Refresh button again will reflect that the user now has access to the download or extension.  For Products, the user  can now login to the SSC within their browser to download and install.  For extensions, the SMC user can download and install by clicking File > Solution Center within the SMC application.

4) Monitoring SMC license usage

Once users are up and running with Solibri Model Checker, their usage can be monitored by the Administrator in the SSC. This gives you the ability to determine if you have enough licenses to meet the needs of your internal users, or if it might make sense to increase (or decrease) the number of licenses in a particular pool. There are two options for monitoring licenses.

Peak Report

This report is used to review and analyze the daily peak usage. You can select all pools or individual pools. If you select individual pools, each pool is shown on its own row.

The data is sorted according to date. The data can be resorted by clicking the column header.

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Usage Per User Report

This report contains usage information for individual users for a selected time period. You can select all pools or individual pools. The data is sorted according to username.  Select the Time Period you would like to review, choose if you would like all or individual pools, and then select ‘Report’.

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HOW TO EASILY AND EFFICIENTLY MANAGE YOUR SMC USERS AND LICENSES

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