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Installation and Registration

1. Network Monitor Feature Description Network Licence Server The annlicatinn that controls the concurent use lt Will be installed on local hard drive ier licences on the E38 Entire feature will be installed on local hard drive ever can be Installed j Feature will be installed when required Xx Entire feature will be unavailable 3 Towards the end of the installation process the registration form to activate the Network Licence Server will appear If you have the registration details available enter them in the form and click on Register Alternatively click on Cancel and complete the process later however please bear in mind you will not be able to start the Network Licence Server until it has been registered 4 Once installation is complete e The Network Licence Server if that feature has been selected to be installed will be then added as a Windows Service set on Automatic startup type waiting to be started e The Network Monitor if that feature has been selected to be installed will automatically appear so you can Start the Network Licence Server Computer Management File Action View Window Help e fH She BE gt E Computer Management Local E i System Tools El Event Viewer e Services a Shared Folders Estate Master License Server Mame El 2 Local Users and Groups 89 DNS Client El Performance Logs and Alert Start the service Bs Error Reporting
2. Installation and Registration User Manual Estate Master www estatemaster com 2 Installation and Registration Table of Contents Part Licence Types 4 1 User PC Licence Standalone aan encina 5 2 CAS LICENCE CONCUIFENT 1 a a EB A ar Ba ta her 5 Part II Installation 9 1 Installing Prerequisite Software zuuuuu000200 0a nnnnnnnnan nun nunnannannan nun nunnunnannun ann nun nunnan ann ann ann nunnnnannnenn 10 2 Installing the Estate Master Software uuuuo2u000000nnanunnnnunnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnn nun 10 3 Installing the Network Licence Server uuunuunnanunnnunnnnunnnunnnnunnnnnnnnunnnunnnnun mann nn nun nnnnnn nun nnnnnnnnnnn nun nun 10 Part Ill Evaluating the Software 14 Part IV The Estate Master Software 16 1 Registration and AetIvation uses dol datado 16 2 Deactivation Moving LICENCES cceceececeecececeececnececncnscececececenecuceececeeneceenscecesceceenscecescececeeneees 27 Part V The Network Licence Server 34 1 Registration and ACUVA ION Nod 34 2 Starting the Licence SEO ui ea een 35 3 Detection Requirements 220220220n00n00n00n0nnannannannann ann ann ann ann ann ann ann ann ann En nun ann ann En nenn Enn ann anne 37 4 Monitoring Licence Usage 2u2a0n20n00n00n0nnannannann ann ann ann ann ann ann ann ann ann ann ann ann ann ann ann En nenn Enn ann anne 40 5 Updating Licenciada 42 6 Moving the Lic
3. Get Help SA Could not register license A ds a The incorrect ClientID has S Could not register with the server been entered in the re SRESER registration form amp Cannot match the Serial Number with the specified Client ID Please try again or T eral Numberdoesni call Estate Master for assistance exist for that Client ID in our database Resolution Check that the correct ClientID was entered in the registration form 2014 Estate Master Pty Ltd The Estate Master Software 25 E ee Cause EA Could ER e The Serial Number has been Ee Could not register with the server marked as Inactive in our a ee database es The Serial Number entered is currently Inactive Please try again or call Estate Resolution Master for assistance e Contact Estate Master Support El E Could not register license Cause mete e You are trying to activate a EI Could not register with the server version newer than you are allowed to due to it not being a Supported licence Resolution e Renew your Annual Support and Software Assurance subscription for that licence ES This versionis newer than the allowed version of the software El Ah Could not validate license Standard Edition AS Cause Y in EstateMasterlA e You are trying to activate a Ay Cannot run on this operating system User PC Licence ona Server Resolution e Install and licence the software on a PC or Not
4. o DF a Register DF You must register to unlock the full capabilites of DF or continue in trial ESTATE MASTER mode to evaluate the software PROPERTY SOFTWARE Organization Serial Number DFS Client ID Email Address EA Activate automatically when am online Register l 3 The software will then attempt to contact the online licensing server If you selected Activate Automatically when am online in step 2 then it will then attempt to activate at the same time 2014 Estate Master Pty Ltd 18 Installation and Registration 5 DF Registering online Please be patient Stop The Software is now REGISTERED 4 If no internet connection is available to complete the online activation or you did not select Activate Automatically when am online in step 2 then the following screen will appear You will then need to complete the Offline Deactivation process Activate DF To continue you must activate which vermes that you are using a fully ESTATE MASTER licensed version of the software PROPERTY SOFTWARE Give this machine a nickname to help you remember where you ve installed the software 14 of 14 days remaining 15 of 15 uses i gt Activate Over the Internet remaining al gt Activate by Entering a Code Try ad ferent serial number a Some features may be disabled or reduced until you complete activation 1 More about
5. software SQL Server installed on a central server only required if using the Enterprise Database Net Framework and Estate e Licence Server installed on any Master Software installed on single machine on the same individual PCs Notebooks network as the individual PCs Servers Notebooks Servers that have the Estate Master Software installed SQL Server installed on a central server only required if using the Enterprise Database Installing the Estate Master Network Licence Server l Installing the Estate Master Network Licence Server for Client Server CAS Licences only 2014 Estate Master Pty Ltd 10 Installation and Registration 2 1 2 2 2 3 Installing Prerequisite Software To streamline the installation process please make sure the following prerequisite software is installed on the PC Notebook Server before attempting to install Estate Master e Microsoft Net Framework 3 5 e Microsoft SQL Server 2005 or 2008 Standard or Express Editions only if using the Enterprise Database It is recommended that the prerequisite software be downloaded from Microsoft s Download Centre to ensure that the latest versions are installed Next Steps Installing the Estate Master Software Installing the Estate Master Network Licence Server aen earth Lehe Installing the Estate Master Software Installing from Disc Place the Estate Master CD into the drive and wait for the installation pr
6. will also stop these packets You need to add the Estate Master application e g DF DM and the above ports into the Allow a program or feature through Windows Firewall This can be done at a corporate level through Group Policy f A Sn i eta i T Control Panel All Control Panel Items Windows Firewall Control Panel Home Help protect your computer with Window Allow a program or feature Windows Firewall can help prevent hackers or malicio through Windows Firewall computer through the Internet or a network Bf Change notification settings How does a firewall help protect my computer a Turn Windows Firewall on or What are network locations off Restore defaults Y Home or work private networks As a rule of thumb server detection should be possible if you can see other computers on your network including the machine that has the Network License Server running though Windows My Network Places Entire Network 3 El x ay File Edit View Favorites Tools Help rr Workgroup DER ol File Edit View Favorites Tools Help ae Oa gt fO search I Folders ly Barc us F Searc MES Fo ers ros E gt 3 f gt eee sie Address g Entire Network Address de Workgroup Microsoft Terminal Services Microsoft windows Mebwork 3 Jason s Work Jasonpe r Ro E Web Client Network 2014 Estate Master Pty Ltd 38 Installation and Regist
7. Activation License Agreement Activate Later f If the licence was successfully activated it will check to see if any updates to your licence is required e g changes to your company name etc If there are then the following message will appear 9 2014 Estate Master Pty Ltd The Estate Master Software 19 Estate Master Update The Software is now ACTIVATED N Important Note For User PC Licences and Terminal Server CAS Licences e The licence will need to be activated that is locked to a specific machine For Client Server Floating CAS Licences e Activation is not required as the licence is not locked to specific machines e The Network Licence Server has its own licence that needs to be activated but the actual licences for the different Estate Master products that it monitors and controls on the separate PCs Notebooks only need to be registered i e the Serial Number entered in for each PC Notebook Adjusting your Proxy Settings If the online activation process detects that a proxy server is blocking communication between the Estate Master software and the online database and it detect your proxy settings successfully then the following screen will appear to allow you to enter in your proxy settings Internet Proxy Configuration There was a problem connecting to the server that may be due bo a proxy configuration error Please enter your proxy information
8. Standard Usen PC Licence Serial Number DFS View End User Licence Agreement Deactivate Licence 4 1 1 Offline Activation The registration and activation process requires an internet connection to authorise the licence online If there is no internet connection or a firewall proxy server is blocking the connection the following screen may appear during this process Two options will then be available to the user to activate their software within 14 days or 15 uses whichever comes first 1 Activate over the internet 2 Activate by entering a code 2014 Estate Master Pty Ltd The Estate Master Software 21 Activate DF To continue you must activate which verifies that you are using a fully ESTATE M ASTER licensed version of the software PROPERTY SOFTWARE 14 of 14 days remaining 5 A ee gt Activate Over the Internet remaining nano nana O Activate by Entering a Code Tra different senal number 7 Some features may be disabled or reduced until you complete activation a More about Actyation Get Help 3 License Agreement Activate Later Activate Over the Internet To try and activate the licence over the internet again firstly check your internet and network settings to ensure there is no issue with them then click on Activate Over the Internet again If there are still errors while activating you will need to Activate by entering a code Activate by Ent
9. single person to install register and operate Estate Master on a single computer desktop or laptop only Data files may be stored on the computer or on a server If more than one computer requires Estate Master to be installed and registered on it whether for the same person who holds a user licence on another computer or for a different person this constitutes an Additional User PC Licence and an additional fee is payable For example if a single person requires Estate Master on their PC and also on their portable laptop this constitutes two 2 User PC Licenses This licence type is suitable for e Single users e Small medium organisations where all the users need access to the software very frequenily e Small medium organisations where there is no dedicated IT department or no server infrastructure to support the CAS Licences ad Important Note User PC Licences are only available for PCs Notebooks and cannot be used on Servers Summary of USER PC Installation and Registration Process N l 1 User wants to use Estate Master on Computer A o User purchases a User PC licence either from the Estate Master website or contacting Estate Master gt Sales a 3 PR On receipt of payment a unique serial number is emailed to the user User downloads installs Estate Master on Computer A and enters in the serial number provided to 4 a activate the licence The licence is now locked to Computer A 5 User wants to use Es
10. the Network License Server has been reinstalled This is done either via the Network Monitor application or Windows Computer Management console stop Start the License Server service Estate Master License Semice Status Stopped C Computer Management File Action View Window Help gt aa El PE os Computer Management Local E i System Tools ce a Event viewer F Shared Folders Estate Master License Server we bl m e Services Name 7 Status Startup Type Si DNS Client Started Automatic E Local Users and Groups a Ferformance Logs and Alerts start the service Ag Error Reporting Service Started Automatic Device Manager u Estate Master License Server Automatic E y Storage Bs Event Log Started Automatic 2014 Estate Master Pty Ltd Technical Support 47 6 Technical Support For further assistance in installing and registering Estate Master please contact an Estate Master consultant Asia Pacific Estate Master Pty Ltd Level 6 234 George Street Sydney NSW 2000 Australia Tel 61 2 8198 7600 Fax 61 2 9241 6854 support estatemaster com Middle East Estate Master Dubai Level 11 Suite 1102 Dubai Internet City Dubai UAE Tel 971 4 433 2116 Fax 971 4 427 8709 mesupport estatemaster com UK and Republic of lreland Building Software Services 4 Milton Terrace Seapoint Road Bray Co Wicklow Ireland Tel 353 1 282 8632 Fax 353 1 2
11. 7 12000 Connect E M Li Servi stop Start switch for the Summary of Estate Master sam u License Server CAS Licenses erence on a ae ee ay Enable detailed logging for the License Server and view the log files Service Version 24 Error Lagging Enable 2 ViemLog Proxy Server Use Proxy Set the License Server to Connected Clients use a Proxy Server for serial Number k Software Version Computer User STEH a online communications IAN IA4OF TKOSS 322G GA 4 3 21 10 160 171 57 26719143390 2671914339044 dministrator 341222013 4 Currently active client computers Please Note e f the Network Licence Server service is running on the same machine as the Network Monitor you will see the Estate Master License Service and Error Logging sections and you will have the ability to stop and start the service If the Network Monitor is on a different machine to the service then these sections are hidden e You are able to restart the service while people are connected to the Estate Master software and this will not cause anyone to stop working The service can be stopped for a maximum of 5 minutes before clients will be forced to close their application for example just in case a server needs a reboot No More Available Licences When all the licenses for a particular Estate Master product have been assigned by the Licence Server and then another Client c
12. 82 8634 europesupport estatemaster com 2014 Estate Master Pty Ltd
13. CAS Licences o The Estate Master software will be registered on the networked PCs Notebooks O AM Important Note Before attempting to register these networked PCs Notebooks in a Client Server Floating CAS scenario the Network Licence Server needs to be installed and registered first otherwise the networked PCs Notebooks will fail in their registration process Internet Connectivity Requirements e During the registration process it will also attempt to verify the serial number with the Estate Master Online Licence Database and then activate the licence e An outbound connection needs to be made to the following URL to confirm the licence http clients estatemaster net 80 webservices e f it cannot activate online during this process e g no internet connection or something blocking the connection the user will have to activate their software via the offline method within 14 days or 15 uses from registering whichever comes first How to Register and Activate 1 On the first screen in the registration process click on Register 2014 Estate Master Pty Ltd The Estate Master Software 17 ESTATE MASTER 6 of 14 days remaining m Estate Master Pty Lid Version 5 10 10 More Info Buy Now Register Cancel 2 On the next screen enter in the registration details and click Register Hint For faster activation select Activate Automatically when am online
14. Network Licence Server none of the Client machines will able to be registered To load the registration form at a later time go to Windows Start gt Programs gt Estate Master gt Network License Server gt Registration m Estate Master m Network License Server Em Network Monitor HD Tune m ccd dem Registration I5 Resources t 7 DF4 LAN Fax Utilities Enterprise Database Management 5 2 Starting the Licence Server Once the Network Licence Server has had its licence activated the service can be Started so it can 1 Communicate with the Estate Master Online Licence Database to fetch the Client Server Floating CAS Licences the client has purchased 2 Begin to control the Estate Master software usage across the network Starting the service is done either via the Network Monitor application or the Windows Computer Management console stop Start the License Sever service Estate Master License Service Status Stopped Using the Network Monitor to start the service m Computer Management m File Action View Window Help E EA A ALA El Computer Management Local i System Tools a Ce 9 Event Viewer E 2 Shared Folders Estate Master License Server Name Status Startup Type Local Users and Groups Es DNS Cliemt Started Automatic Start the service sa u Services 2 E Performance Logs and Alert Device Manager oo Estate Master License Server Automatic Bs Error Reporting Service Start
15. Service a Device Manager Estate Master License Server El y Storage Bs Event Log Status Started Skarked Started Startup Type Automatic Automatic Automatic Automatic 2014 Estate Master Pty Ltd 12 Installation and Registration 5 In addition the following will be added to the Windows Program list e Network Monitor The user interface for the Network Licence Server e Registration The registration form for the Network Licence Server If you did not register the licence in Step 3 then you can click on this to load the registration form at a later date It also allows you to deactivate an active Network Licence Server licence so you can transfer the Network Licence Server from one machine to another All Programs m Estate Master j m Network License Server em Network Monitor E ora E ors Fe Log CFF 0 Turn GFF Compute MA Enterprise Database Management A Important Note Only 1 Network Licence Server can be installed on a network There are checks in place to ensure that no more than 1 Server is installed however as a precautionary method if any of the Estate Master products attempt to detect a Server when they load and more than 1 is found the following error will be displayed and the user will not be able to use the Estate Master software until all the superfluous servers are uninstalled Estate Master IA The Estate Master Net
16. Viewer m Computer Management Local Type Source Date Time i Sai Touts ES Error Userenv 21 10 2010 6 22 16 PM bd am pri ES error Application Hang 21 10 2010 6 19 42PM er X Error Estate Master Registration 21 10 2010 6 10 59PM pgs Internet Explorer z 3 Error MET Runtime 2 0 Error Reportin 21 10 2010 4 37 42 PM 28 Microsoft Office Diagnos a SERIE Fa 3 l 7 Be Maes Reporting Issues to Estate Master Support If you require assistance with troubleshooting any issues during the registration and activation 2014 Estate Master Pty Ltd 26 Installation and Registration process it is recommended that you email a copy of the full error report to Estate Master To do this either 1 Click on Copy details to clipboard and then paste the contents in email message and send to support estatemaster com or 2 Click on Generate detailed email report which will attempt to open your default email program e g Outlook and populate a new message with the error details Errors connecting to the server Assemblies 5 ystem Info NN Could not register license 2 Ned steps 21 Could not register with the server Copy details to clipbos 1x Cannot match the Serial Number with the specified Client ID Please try again or call Estate Master for assistance o Generate detailed email report DF The Estate Master Network Server was not found on your network This was not found Next Steps Co
17. bo bry again Proxy Server Address https 4 Credentials Username Fe Contact your network administrator for help with these values Password If the Proxy Configuration form continues to appear after attempting to enter in the correct credentials you can try and set the following URL in your Firewall Proxy exception list http clients estatemaster net Viewing your Licence Details To view your licence details at any time once the software has been activated following these steps 1 Go to the Application Menu and select Help gt About Estate Master lt product name gt 2014 Estate Master Pty Ltd 20 Installation and Registration Estate Master DF Help Fil b Browse the Help documentation E Alsa itd Edit i Send Query Send atechnical support query A Fin 5 Remote Help Desk Allow an Estate Master support consultant to connectto your PC Data Check For Updates Check for updates to the software Goto Inputs Import Version 3 4 File Import datafrom aVersion 3 or 4 Excel based 5 ri Mo i u GotoReports 2 The following screen will appear that displays the existing licence details Until the Licence has been activated then this screen will just display the text Trial Licence F About Estate Master DF R Development ESTATEMASTER Feasibility Licence Details Licence Name Organisation EMDF ClientlD Licence Type
18. contact an Estate Master Support consultant to assist you with deactivating the licence To deactivate an activated licence follow these steps 1 On the machine that currently has the activated licence open the Estate Master software that you wish to deactivate the licence for 2 Goto the Application Menu and select Help gt About Estate Master lt product name gt O 2014 Estate Master Pty Ltd 28 Installation and Registration o NL O O u S i Data Goto Inputs GotoReports Print Estate Master DF Help Browse the Help documentation Send Query Send atechnical support query Remote Help Desk Allow an Estate Master support consultant to connectto your PC Check For Updates Check for updates to the software Import Version 3 4 File Import data from a Version 3 or 4 Excel based 3 The following screen will appear that displays the existing licence details Take note of the Serial Number displayed on this screen as it can be used to activate the licence on another machine Click on the Deactivate Licence button About Estate Master DF ESTATEMASTER Development IOPERTY SOFT Licence Details Licence Name Organisation Licence Type Serial Number DFS View End User Licence Agreement EMDF ChentlD want Feasibility Standard User PC Licence Descivate Licence 4 Anew deactivation form will appear warning you what w
19. ds installs the Licence Server on a machine on the same network and enters in the serial number provided to activate the Licence Server licence The licence is now locked to that machine and the Licence Server can now be started Company then downloads installs the Estate Master software on all the computers that will be potentially needing the software and enters in the serial number provided to register that computer to use that software Any computer on the same network as the Licence Server can use one of the CAS Licences as long as the computer has the Estate Master software Once the CAS limit is reached on the Licence Server the next user must wait for another user to exit Estate Master before they can operate it O 2014 Estate Master Pty Ltd Licence Types 7 If additional Client Server CAS are required to allow for more simultaneous computers to access the 8 Sch software the Company can contact Estate Master Sales to purchase another Serial Number AM Important Note for using a Floating Licence over a WAN The Client Server Floating CAS Licence uses UDP Broadcasting to establish a communication with the Network Licence Server and the client machines running Estate Master Over a WAN VPN these broadcast messages typically are not received by the server due to network configurations blocking this type of communication e g firewalls routers etc A Licence Server Finder utility is available to manually s
20. e server detection a Licence Server Finder utility is available to manually specify the IP address of the licence server It can be downloaded from here Licence Server Finder Download Run the utility on the client machine ern Licence Server Finder ES 1 Click Find Licence Server Find Licence Server Found Servers 2 It will attempt to find the Licence Server using the standard detection process 3 Ifa Licence Server is found it s IP address will be listed in the Found LocallPs o o Servers list eee vee ne 4 If more than one Licence Server is found a warning will appear only 132 168 91 1 InterNetwork one Licence Server can exist on the network 5 If it cannot find a Licence Server it will prompt the user to specify the IP address of the machine that IT is deemed to be running on The Estate Master Network Licence Server was not found 3 The Estate Master Network Licence Server was not found on your network ye Would you like to specify the server s IP Yes O 2014 Estate Master Pty Ltd The Network Licence Server 39 Estate Master Server IP E Server F 1192 168 17 1 6 Once the IP address has been entered it will save the settings to a configuration file and alert the user where that file is saved The File TAPROGRAM FILESICOMAMON FILESISYSTEMIDATASTORE DeployL EstateMasterMetrmorkLimit xml was created 7 The Estate Ma
21. e the software remotely from an offsite location such as home construction site etc 2014 Estate Master Pty Ltd Installation and Registration AM Important Note for Terminal Server Farms Organisations that have a Terminal Server Farm must use the Client Server Floating CAS Licence option instead of the Terminal Server CAS Summary of TERMINAL SERVER CAS Installation and Registration Process Licence ud 1 Y gt lt gt 2 E 3 EN E ronl Dl Company wants to install Estate Master on a Terminal Server so their staff can use the software on multiple computers concurrently Company purchases a Terminal Server CAS licence either from the Estate Master website or contacting Estate Master Sales They must nominate that a Terminal Server CAS is required On receipt of payment a unique serial number is emailed to the Company Company downloads installs Estate Master on the Terminal Server and enters in the serial number provided to activate the CAS licence The licence is now locked to that Terminal Server Any computer connected to the Terminal Server can now operate Estate Master via a Remote Desktop Connection Once the CAS limit is reached on the Terminal Server the next user must wait for another user to exit Estate Master before they can operate it If additional Terminal Server CAS are required to allow for more simultaneous users to access the software the Company can contact Estate Mast
22. ebook not running a Server operating system e Upgrade to a CAS Licence E A Could not activate license at server canse Seanin oe rem e Your Subscription Licence x Tour subscription period has expired has expired i l Resolution e Contact Estate Master Support to renew your subscription A Could not activate license at server sause i aeae 2 e iicence nas already E Your hardware has changed significantly and the product cannot activate Please try been activated on another again or call Estate Master for assistance different machine e A previous deactivation did not update our online database to free up this licence Resolution e If you think you have deactivated that licence previously and you are tying to activate it on a new machine try and conduct an Offline Deactivation to reset our licence database A Could not validate license Network Edition DFN 1T90SP MOKW C1 TML HUHY1 Cause WELL TPP in C Program Piles Estate Master DF LicenseDiF_wBb lic e You are trying to register a A This application requires the Estate Master Network server to be running on your Client Server CAS licence netwuork and the client machine This was not found connect communicate with the Network Licence Server Resolution e Referto the Licence Server Troubleshooting Errors Any errors that occur during registration activation are also logged in the Windows Application Event
23. ed Automatic G y Storage Event Log Started Automatic Using Windows Computer Management Console to start the service Service Fails to Start To ensure that the Client Server Floating CAS Licences are always up to date the Network Licence Server service needs to frequently communicate with the Estate Master Online Licence Database It does this by using the default proxy information that has been set in Internet Explorer If the Network Licence Server service service fails to start one of the reasons may be that user account that the Network Licence Server service is running under does not have proxy permissions set therefore the communication is being blocked To rectify this issue follow these steps to change the account that the Network Licence Server service is being run under 2014 Estate Master Pty Ltd 36 Installation and Registration 1 Login to the server the machine running the Network Licence Server service as a user who has proxy permissions 2 Make sure the proxy information has been set in Internet Explorer and ensure they can browse the web To sel up an internet conection dick Sep Seto E Dap and Vir Blas rae Hebork lirga E oren UnAn may rc maua iing To enpure Pe Remee ol iria i SS aE aot ae ae TE set server for a connection Never de a connection Y Daal whenewer a rebrork conmecton 5 nad present Akasya chal ey default commerce L
24. ed in a table Below the table click to expand and display the Offline Activation Code information Offline Activation Code 7 It will display a mock up of the registration screen as per screenshot below Important Note Before proceeding further ensure that the Serial Number displayed here is exactly the same as the Serial Number displayed on the registration form in step 1 If they are different you are trying to obtain an offline activation code for the wrong licence Serial Number Machine Code Ee Activation Code Machine ID 1 Any 8 Enter the Machine Code that was displayed in step 1 and click on the Generate button 9 You will then be asked to pick the nominated user for this licence from a list or create a new user 10 An activation code will then be displayed to you on the website 1 Your Activation Code is MA ae kea oe Se 11 Back on the registration screen enter this code in the registration form in step 1 and click Activate 2014 Estate Master Pty Ltd The Estate Master Software 23 Activate Offline Flease contact customer service and provide them with the information displayed below Serial Number Machine Code Activation Code Machine ID 1 Arny DFS 12345 ACDEF 12345 ACDEF 12345 License Agreement 4 1 2 Troubleshooting Errors If the Registration and Activation process fails for a particular reason a message will a
25. ence Server u 2un200200000n20000nnannannnann ann nun nann ann ann ann ann nannaun nun ann nun nun nannnunnannunnunnannn 42 Part VI Technical Support 47 O 2014 Estate Master Pty Ltd Installation and Registration Licence Types There are three 3 Licence Types available to use the Estate Master software User PC Licence a The Estate Master software is installed on individual standalone PEs Notebooks and a separate UserfPC License purchase for each machine locks the use of the software to that machine More Information Terminal Server CAS Licence Client Server Floating CAS Licence The Estate Master software is installed ona The Estate Master software is installed on single Terminal Server A CAS License individual PCs Notebooks and the License lacks the use of the software to that Server is installed on another machine on Server and controls the number of PCs the same network The Network License Notebooks that remotely connect to the Server holds the CAS Licenses for Estate Server and use the Estate Master software Master products and controls the number on a concurrent basis of PCs Notebooks that use the Estate xk Master software on a concurrent basis STAN f A Fi OOOO ICO CE CHE CHE k nn nn no More Information More Information O 2014 Estate Master Pty Ltd Licence Types 5 1 1 User PC Licence Standalone A User PC License allows a
26. er Sales to purchase a new Serial Number Client Server Floating CAS Licence This is also known as a Floating Network licence The software is installed on individual computers A Licence Server application is installed on another machine on the same network to control access to the software on the individual computers based on the number of CAS licenses for each Estate Master product This licence type is suitable for e Organisations where the users need access to the software infrequently and the licences can be shared between multiple users e Organisations that wish to wish have concurrent licensing options but do not have a Terminal Server e Organisations that have a Terminal Server Farm Summary of CLIENT SERVER CAS Installation and Registration Process dl 1 Aa gt gt gt He 4 5 6 7 Company wants to install Estate Master on on multiple computers so their staff can use the software concurrently Not all staff will always use the software at the same time and they do not have a Terminal Server Company purchases a Client Server CAS licence either from the Estate Master website or contacting Estate Master Sales They must nominate that a Client Server CAS is required On receipt of payment 2 unique serial number are emailed to the Company 1 A Serial Number to register the Estate Master software on all the client computers 2 A Serial Number to activate the Licence Server Company first downloa
27. erify the serial number with the Estate Master Online Licence Database and then activate the licence e An outbound connection needs to be made to the following URL to confirm the licence http clients estatemaster net 80 webservices e There is no offline activation option for the Licence Server it must be able to communicate with the Estate Master Online Licence Database at all times How to Register and Activate the Network Licence Server During the installation process of the Network Licence Server the registration form to activate the Network Licence Server will automatically appear If you have the registration details available enter them in the form and click on Register Ms Important Note When activating a licence for a Network Licence Server the Serial Number used should start with NLN A Licensing Network License Service Helper Register Licensing Network License Service Helper To continue you must register your copy of Licensing Network License Service Helper Organization Serial Number NLN En Aue AAA AAA an Client ID a PL Email 4ddrezz Activate automatically when am online 13 License Agreement Buy Now Cancel Hint For faster activation select Activate Automatically when am online 2014 Estate Master Pty Ltd The Network Licence Server 35 Alternatively click on Cancel and complete the process later However until you do register
28. ering a Code En Important Note Offline Activation codes are only available for clients with a valid Annual Support and Software Assurance contract To obtain an offline activation code follow these steps 1 When the above screen appears during the registration process click on Activate by Entering a Code You will be given a Machine Code on the following screen Seral Number Machine Code UI Vo i p wi 445 Activation Code Machine ID 1 apy 2 Goto the Estate Master website www estatemaster com 3 Once logged in click on the Client Area button and log in using your Client ID and Password 3Important Note If for some reason you have any issues in logging into the the Client Area of the website to complete this process please contact an Estate Master Support Consultant O 2014 Estate Master Pty Ltd 22 Installation and Registration R Select Language Y Client Area 4 Inthe navigation menu click on Company Details Client Area Company Details Case Studies 5 Scroll to the the Licensed Product Details table and select the license that you wish to obtain an offline activation code for by clicking on the Details button Licensed Product Details Lic Support Reg Integration N Type a Expiry Date Serial Number PRI Details 69 CAS 1 31 Deo13 od Details 4 24_Nen4 25 Oct ner 6 9 CAS 31 Deo13 a F 6 The details for that particular license will be display
29. fail to start Modifying the Number of Concurrent Sessions CAS If you wish to downgrade or upgrade the number of Concurrent Access Sessions CAS for your Client Server Licensing you will need to follow these steps 1 Contact Estate Master Sales and make your request to either increase or decrease the number of CAS you own 2 Once the request has been processed and any invoices paid Stop and then Start the Network Licence Server service This is done either via the Network Monitor application or the Windows Computer Management console stop Start the License Sever service Estate Master License Service Status Stopped 3 The Network Licence Server will then be updated with the correct CAS quantity 5 6 Moving the Licence Server If you wish to move the Network License Server from one machine to another you will need to deactivate the license first from the original machine before attempting to activate on the new one DS Before deactivating a Network License Server licence 1 Use the Network Monitor to check that no user is currently running the Estate Master software If they are get them to exit the software to avoid any unexpected termination 2 Using the Network Monitor make sure the Network License Server service is stopped Once stopped make sure the Network Monitor application is closed If the service is still running or the Network Monitor application is open when you attempt to deactivate
30. ible by all other machines requiring to run Estate Master using this licence type Installing from Download After purchasing a Client Server CAS Licence you will be emailed a link to download the Network Licence Server Alternatively you can download it directly from here After downloading the Setup file and saving it on your PC run the file by double clicking it 1 If you have not already done so the setup process may prompt you to install the prerequisite software 2 Follow the prompts to install the Estate Master Network Licence Server on the PC Notebook Server You will be given the option to install the following features by default all features will be installed e The Network Monitor The user interface for the Network Licence Server This utility allows you to stop start the Network Licence Server service see who is actually using the software on the network and check how many available licences for each product there are The Network Monitor can also be installed on other machines in addition to the machine that has the Network Licence Server service running on it if you wish to monitor Estate Master licence usage from several locations e The Network Licence Server The application that controls the concurrent use of the different Estate Master licences on the network Only 1 Network Licence Server can be installed on a network Select Features Please select which features you would like to install
31. ill happen next You will need a valid internet connection to deactivate the licence Click on the Deactivate button 2014 Estate Master Pty Ltd The Estate Master Software 29 Deactivate Your Software Deactivating will permit you to install DF on a different machine You do ESTATEIMASTER not need to de activate to re install on the same machine ff you have not een changed any ofthe hardware Once deactivated you will no longer be able to use DF on this machine During deactivation an attempt will be made to notify the license server so you can automatically activate on the new machine WARNING Deactivating your license from this machine may prevent you from re installing the software on this machine Please consult your licensing agreement for license usage and restrictions before continuing 5 A confirmation message will appear If you still wish to deactivate the licence click Yes Are you sure you want to deactivate DF from this machine You will no longer be able to use it on this machine 6 The software will then attempt to contact the online licensing server If it cannot contact the online licensing server you will need to follow the Offline Deactivation process 2014 Estate Master Pty Ltd Installation and Registration b DF Deactivating Please be patient mm 7 If successful the following message will appear Please take note of the confi
32. main permanent IP address of this machine from your IT Administrator 3 Browse to the Network License Server program files folder By default it is C Program Files Estate Master NetworkServer 4 Open the file NetworkService exe config in Notepad 5 Enter in the IP address in the UserServerlP key e g lt add key UseServerlp value enter your IP address here gt 6 Save the file and restart the Network License Server 2014 Estate Master Pty Ltd 40 Installation and Registration 9 4 Disconnection from Server After the Client computer has successfully connected to the License Server the user has the Estate Master software running there may be an instance where the server becomes unavailable for a temporary period e g server reboot service stopped network disconnected from computer etc If the License Server cannot be contacted by the Client computer for 2 minutes the user will get the following warning message License Server Missing The License server can no longer be found This application will terminate in 2 minutes Please save your work The Client computer will continue to try and contact the License Server If the License Server still cannot be found after a further 2 minutes then Estate Master software will need to be restarted by pressing OK The user is given 1 minute to press OK until the software is automatically terminated therefore a total of 5 minutes without con
33. may prevent you from re installing the e on this machine Please consult pour licensing agreement for license us age and restrictions before continuing y He Fr BEER More ee Activation 4 Aconfirmation message will appear If you still wish to deactivate the licence click Yes 2014 Estate Master Pty Ltd 44 Installation and Registration Yalidation Notice Are you sure you want to deactivate Licensing i Network License Service Helper From this machine You will no longer be able to use it on this machine A Licensing Network License Service Helper Deactivating Please be patient E 6 If successful the following message will appear Please take note of the confirmation code just in case you need it Click OK Licensing Network License Service Helper four license has been de activated 4 Keep a copy of this confirmation code code as proof of deactwation Copy to Clipboard 2014 Estate Master Pty Ltd The Network Licence Server 45 7 Click OK and it will be confirmed that the licence has been deactivated from the machine xi The softare has been deactivated You may install it on another machene 8 It is now ready to install the Network License Server on another machine and activate the licence using the original serial number provided 9 Remember to Restart the service on the new machine once
34. nable to reuse that Serial Number again unless you activate Online Go to the Estate Master website www estatemaster com 1 Once logged in click on the Client Area button and log in using your Client ID and Password R SelectLanguage Client Area 2 Inthe navigation menu click on Company Details Client Area lt Company Details Case Studies 3 Scroll to the the Licensed Product Details table and select the license that you wish to obtain an offline activation code for by clicking on the Details button Licensed Product Details Lic Support Reg Integration Software Version Type CAS Expiry Date Serial Number Modas e 28 Oct Details 6 9 CAS 1 31 Deo13 13 Details 6 9 CAS 1 231 Deo12 a F Me A nn E E a F N kan A ae 1 The details for that particular license will be displayed in a table Below the table click to expand and display the Offline Deactivation Code information Offline Deactivation Code 2 It will display a mock up of the deactivation screen as per screenshot below 2014 Estate Master Pty Ltd 32 Installation and Registration Ms Important Note Before proceeding further please ensure that you are deactivating the correct licence cortemabion code as proof d you need lo rata fe software on a robe mache 3 Enter the Confirmation Code that was originally supplied when deactivating the software This unique code ensure
35. ocal Area Network LAM settings LAN Settings de not appr lo daup connectors 3 Logout as this user 4 Login as an Administrator 5 Change the account that the Estate Master License Server service runs as to the same user as in Step 1 E grwn Man Wujprr Pie adon vew Hep 2 ma alB ane z Server Parar EMSS Geryk A wot conira S em 7 Local Syitem bocau F Aloy prisa dr 6 Try and start the Service O 2014 Estate Master Pty Ltd The Network Licence Server 37 9 3 Detection Requirements Client computers will attempt to locate the machine running the Network License Server by sending a UDP broadcast across the network on a particular port 11000 by default The Server will hear this request and reply with the TCP connection information for the Client to continue communication on Below is a summary of the ports that the application needs access to on both the client machines and the machine running the Network License Server Client Machines Network Licence Server Client Location Listener UDP 11000 UDP 11000 Server Communications TCP random port TCP 12000 The UDP is an unreliable low overhead protocol It is also given lower priority though some routers and can also possibly be dropped if the router is too busy In this rare case restart the application e g DF DM to attempt to locate the server again The Windows Firewall or other corporate firewalls
36. ogram to automatically load Installing from Download After downloading the Setup file from the Estate Master web site and saving it on your PC run the file by double clicking it 1 If you have not already done so the setup process may prompt you to install the prerequisite software 2 Follow the prompts to install the Estate Master program on the PC Notebook Server 3 The following will be added to the Windows Program list e Check for Updates A utility to check if there are any updates for the Estate Master product online that can be downloaded e Estate Master lt product name gt The main Estate Master application e Operations Manual A PDF version of the software manual e Sample File A file with sample data All Programs IN Estate Master gt faa DFS 21 Check For Update sn Enterprise Database Management Estate Master DF JP Log OFF 0 Turn OFF Computer Operations Manual N Sample DF File Installing the Estate Master Network Licence Server E E A A Installing the Network Licence Server Next Steps If using a Client Server CAS Licence Floating licence you will need to install the Network Licence Server application on a specific machine on the network so it can control the usage of the software licenses across a network It can be either a PC or Server but preferably a machine that is always O 2014 Estate Master Pty Ltd Installation 11 powered on and is access
37. omputer attempts to start the software the user will then get the following message You have reached the maximum allowable concurrent network connections Estate Master Registration N You have reached the maximum allowable concurrent network connections Contact Estate Master bo resolve this issue IF vou have reached the maximum allowable concurrent network connections for the Estate Master Application you will need to wait For another user to close the Estate Master Application before you can use ik again The options available to the user to resolve the issue are 1 Wait for another Client computer to close their Estate Master session and free up a licence There is a delay of 2 minutes between when a Client computer ends their session and the licence becomes available 2 Purchase additional licences 2014 Estate Master Pty Ltd 42 Installation and Registration 5 5 Updating Licences The Network License Server automatically checks online for any updates to the Estate Master product licences 1 Every time the Network License Server service is manually started 2 Every 3 days where the service is automatically restarted If any updates are found the Network License Server will silently download the new licences A notification will only be given if there is an error updating the licences En Important Note If the Network License Server fails to conduct a check after 10 attempts then it will
38. pecify the IP address of your server in this scenario which may resolve this issue in most cases 2014 Estate Master Pty Ltd Installation 9 2 Installation Pre installation Checklist v The software can only be installed and registered by a person who has Administration rights for that PC Notebook Server v The administrator must install and complete the registration of the software on behalf of the user v The installation and registration process must be completed on each PC Notebook Server that you intend to use Estate Master on You can not complete the registration process on one computer on behalf of another Summary of Installation Requirements The following tables summarises what software needs to be installed where for each type of licence Licence Type User PC Licence Terminal Server CAS Licence Client Server Floating CAS Licence Next Steps Installing Prerequisite Software Installing the Estate Master Software Estate Master Software and Network Licence Server Prerequisite Software Net Framework and Estate Master Software installed on individual PC Notebooks e Not required Cannot be installed on a Server SQL Server installed on a central server only required if using the Enterprise Database Net Framework and Estate Master Software installed on a single Terminal Server e Not required Remote Desktop Clients e g PCs Notebooks do not need any
39. ppear with the reason of the failure Errors during Registration and Activation As soon as the Register button is clicked the first thing that will be checked is the validity of the serial number used If the following error message is displayed it usually means that the serial number entered is not for that particular Estate Master product e g you are using a DM serial number to try and register a DF licence ahdation Notice The serial number could not be used to unlock the software Please try again To check that you have the correct serial number for the Estate Master product the first 2 letters of the number should be the same as the product name e g for Estate Master DF serial numbers they should start with DF If the serial number validity check has passed then an issue may arise during the online activation process This will be indicated by one of the following screen 2014 Estate Master Pty Ltd 24 Installation and Registration Registering online Please be patient fee Errors while registering w etry oe J problems persist pleas e contact customer se Details oe syst gt zyz The Estate Master Network Server was not found This application requires the Estate ly aster Network server to be runnin o on your network This was not found Ed Next Steps Co T d etalls to cli al h al ard Generate detailed email report ee e e e
40. py details to clipboard Generate detailed email report 2014 Estate Master Pty Ltd The Estate Master Software 27 H License Failure Report Ea lx Fie Edit View Insert Format Tools Message Help qe u 9 0 Y Gu 3 Send Zul Cops ase Undo Check Spelling Attach Priority Sign Encrypt Offline To supporbiestakemaster net Cc AAA Subject License Failure Report Times New Roman el 110 E License Failure Details 20 12 2010 2 26 56 AM Estatelvlaster Presentation DF EstateMlasterDFMDI This application requires the Estate Master Network server to be running on your network This was not found DETAILS Ho licenses found in the suggestion cache Ho compiled licenses found Could not validate license Standard Edition DFS in CAProgra m Files Estate Master FM LicenseliF 5 lic License has not been unlocked with a serial number 4 2 Deactivation Moving Licences Since licences are locked to a specific machine once they have been activated deactivation will allow you to unlock it and transfer it from one machine to another 7 Important Note You will need to run the Estate Master software on the machine that the original licence was a activated on to be able to complete the online deactivation process If this machine is not available e g it is damaged has been stolen etc or you are unable to run the Estate Master software on it then you will need to
41. ration Server not Detected If the Client computer was unable to detect the Network License Server either during initial registration or on startup the user will get this message The Estate Master Network Server was not found N DF The Estate Master Network Server was not found This application requires the Estate Master Network server to be running ON yaur M etuork This was not found If it is believed that the Network License Server is on the network there are several ways to troubleshoot this issue 1 Go to the machine that has the Network License Server installed and check that it is running This can be done either via the Network Monitor application or the Services component in the Windows Computer Management console If it was stopped restart the service and try and use the Estate Master software on the client machine again 2 Make sure Windows Firewall or any other third party firewall software on the client machine has the Estate Master applications and TCP UDP ports noted above added to the Exception List so it doesn t block any traffic between it and the server 3 Check to see if their are any VMWare Virtual Network Adaptors installed on the client machine and disable them These have been found to interfere with the detection process Manually Defining the Licence Server Location If there are any other network configurations e g firewalls routers etc that may be blocking the licenc
42. rmation code just in case you need to conduct an Offline Deactivation Click OK SH x y Your license has been de actwated 4 Keep a copy of this confirmation code code as proof of deactivation DFS Copy to Clipboard 8 Click OK and it will be confirmed that the licence has been deactivated from the machine At this point the software will shut down and it is now ready to activate the licence on another machine using the original serial number provided O 2014 Estate Master Pty Ltd The Estate Master Software 31 Estate Master DF a 0 The software has been deactivated You may install it on another machine ls Bs important Note Once a licence has been deactivated from a machine for a specific product if at any stage in the future the software needs to be re activated again on that machine the software will need to be reinstalled 4 2 1 Offline Deactivation The deactivation process requires access to the machine that the original licence was a activated on and an internet connection to authorise the deactivation online If an internet connection is not available then the licence will be deactivated from the machine but our online licence database will not be updated Therefore you will not be able to reuse this licence on another machine until you complete the following process Ds Important Note Once you deactivate a license in an Offline manner you will be u
43. s that the licence you are trying to deactivate matches the code supplied ensuring that the incorrect licence or the incorrect machine is not accidently deactivated Click on Deactivate Computer ro O Your icense has been de activaled i Keep a copy of this confirmation code code as proof of OF S ale Ti Eee Te et Ti nm code as prog d you need lo ralal fe 4 If successful the following message will appear lt is now ready to activate the licence on another machine using the original serial number provided a canes 2014 Estate Master Pty Ltd 34 Installation and Registration The Network Licence Server Registration and Activation When using Client Server Floating CAS Licences for any of the Estate Master products the Network Licence Server that controls the concurrent use of the different Estate Master licences needs to be installed and its licence activated on a single machine on the network Until successful activation the Network Licence Server service will not Start and the Client Server Floating CAS Licences cannot be utilised by client machines Ms Important Note Do not attempt to install or operate the Estate Master software on the client machines until the Network Licence Server has been correctly installed activated and started on the network Internet Connectivity Requirements e During the registration process it will also attempt to v
44. ster software on the client machine will then communicate with the Licence Server using these settings If there are other client machines that have the same issue this configuration file can be copied to the same locations on these machines Ms Important Note Since you are manually setting the IP address of the Licence Server in these instances if you ever move the Licence Server to a different machine with a different IP address these configuration files will need to be updated for the client machines that have had the Licence Server IP address manually defined Manually Defining the Licence Server IP Addresses In some circumstances the machine that the Network License Server is running may have more than one IP Addresses allocated to it ethernet IP s VPN IP s etc This is evident when a different IP address is displayed each time the Network License Server is stopped restarted via the Network Monitor Estate Master License Monitor Connected to cemer jean Whenever the Network License Server is started it will bind to the first IP it detects on any interface which can therefore change if the server has multiple IP s This can be problematic especially if the client machines have had the Licence Server location manually defined The resolution to this is to specify a static IP address in the Network License Server configuration file 1 Go to the machine that the Network License Server is installed on 2 Determine what the
45. tact with the License Server x The License server still cannot be found Please restart Monitoring Licence Usage The Network Monitor is the user interface for the Network Licence Server This utility allows you to stop start the Network Licence Server service see who is actually using the software on the network and check how many available licences for each product there are The Network Monitor can also be installed on other machines in addition to the machine that has the Network Licence Server service running on it if you wish to monitor Estate Master licence usage from several locations When it starts it will automatically detect the server the machine where the Estate Master Licence Server service is running It can be opened from Windows Start gt Programs gt Estate Master gt Network License Server gt Network Monitor All Programs b F Estate Master gt tae Network License Server ern Network Monitor i Hi ih Bor fol E ors Log Off Turn OFF Compute E gt Enterprise Database Management 2014 Estate Master Pty Ltd The Network Licence Server 41 The Network Monitor will then load as follows ESTATEMMASTER Network License Monitor PROPERTY SOFTWARE IP Address of the machine running the License Server Connect the Network Monitor app to the License Server Licenses Estate Master License Monitor a Connected to Server 10 160 171 5
46. tate Master on Computer B User must complete steps 2 to 4 on Computer B tul Licensed users can now share Estate Master files over a network and store them on either a file 6 a server or the computer hard drive 1 2 CAS Licence Concurrent A CAS License Concurrent Access Session allows for the use of the Estate Master software by multiple users simultaneously on the same network The number of CAS Licences determines the number of users that may operate Estate Master simultaneously via one of the methods below For example if a company has 3 CAS Licences and 3 users are currently operating the software the 4th user will have to wait for another to close the software before they can open it Additional CAS Licences can be acquired at any time to allow more concurrent users of the software There are 2 types of CAS Licences Terminal Server CAS Licence The software is installed on a Terminal Server e g Microsoft Terminal Server Citrix Server etc and the users access the software via a remote desktop connection The server limits access to the software based on the number of CAS licenses This licence type is suitable for e Organisations where the users need access to the software infrequently and the licences can be shared between multiple users e Organisations that already operate other software applications via a Terminal Server to streamline application deployment and maintenance e Organisations that need their users to operat
47. the licence the registration form will appear and the following message will be shown lol x Validated License Error A valid license could not be obtained for Licensing Network License Semice Helper Please contactE state Master for assistance License Activated False Last License Refresh 27 70 2010 2 06 35 PM Deactivate Network Server 2014 Estate Master Pty Ltd The Network Licence Server 43 To deactivate a Network License Server licence 1 3 Go to Windows Start gt Programs gt Estate Master gt Network License Server gt Registration te Mas ster If that form does not appear then the reasons could be e The Network Monitor application is still open or e The Network License Server service is still running or e The Network License Server licence was never activated in the first place The registration form will then appear to confirm the deactivation process To proceed click Deactivate a en Network License Service Helper Deactivate Your Software Deactivating will permit you to install Licensing Network License San ce ona ola machine You do not need to 1 same machine if you have not changed any of the ed you will no longer be able to use Licensing ice Helper on this machine During deactivation an attempt will be made to notify the license server so you can automatically activate on the new machine WARNING Deactvating your license from this machine
48. work Server was not found This application requires onky one Estate Master Network servi running on your network This was not found 2014 Estate Master Pty Ltd 14 Installation and Registration Evaluating the Software Once the Estate Master software has been installed on a PC Notebook Server it will be operational for a period of 14 days for evaluation purposes until a valid serial number needs to be used to activate the licence To evaluate the software just run it after it has been installed and the following screen should appear e You can check the number of days remaining in the evaluation period e You can click Try to continue using the software If Try is disabled then the evaluation period has expired ESTATEMMASTER 6 of 14 days remainin g er N En PPLH pa 2014 Estate Master Pty Ltd 16 Installation and Registration 4 The Estate Master Software 4 1 Registration and Activation When purchasing any of the different types of licences a Serial Number s will be provided to Register the Estate Master software i e DF DM etc on the PCs Notebooks Servers that will be running the software e For User PC Licences o The Estate Master software will be registered on the standalone PCs Notebooks e For Terminal Server CAS Licences o The Estate Master software will be registered on the Terminal Server e For Client Server Floating

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