Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Software licensing

The process of licensing is similar for all types of licenses used in Creatio.

To buy or prolong the validity of a license:

1.Generate a license request file and send it to the Creatio technical support team.

2.You will receive a file in return. Upload it to the system.

Generating a license request

1.Open the System Designer, e.g., by clicking btn_system_designer00002.png.

2.Under [Users and administration], click [License manager].

3.Click [Request licenses].

In the window that pops up, enter the company Id for licensing. This Id is provided by the Creatio support service. After you enter the Id, click [Generate a license request file] (Fig. 1).

Fig. 1 Generating a license request

scr_chapter_licensing_wnd_license_request.gif 

As a result, a license request file in the *.tlr format will be generated.

4.Send the license request file to Creatio technical support team. In response, the team will send you a file with the information about purchased licenses.

Note

You can also request licenses from the [System users] section by clicking “Request licenses” in the [Actions] menu.

Uploading a license file in the system:

1.Save the license file received from the technical support team.

2.Log in to Creatio as an administrator and open the System Designer, e.g., by clicking btn_system_designer00003.png.

3.Under [Users and administration], click [License manager].

4.Click [Upload licenses] (Fig. 2).

Fig. 2 Uploading a license file to Creatio

scr_chapter_licensing_wnd_license_request_download.png 

5.Specify the path to the license file you saved earlier.

Note

You can also request licenses from the [System users] section by clicking “Upload licenses” in the [Actions] menu.

As a result, the updated license data will be uploaded in Creatio. The list of licenses will be updated, new personal licenses will be available for distribution between the users..

See also

License distribution

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