License Consumption

License consumption varies depending on the application, who logs in (User or Customer), and which operations each person performs:

  • Only the following Cherwell applications require a license: Desktop Client, Browser Client, Cherwell Mobile™ (Cherwell Mobile™ for iOS® and, Cherwell Mobile™ for Android™), and the Outlook® Add-In. Under special circumstances, the Customer Portal might also require a license.
  • A User consumes one and only one license when logging into a license-consuming Cherwell application, regardless of the number of applications or instances of Cherwell that are accessed. In other words, a User can simultaneously access multiple Cherwell applications and multiple instances of Cherwell using one license.

    Example: Andrew logs into CSM via his computer; Andrew consumes one license. Andrew then logs into CSM through his mobile device; Andrew still consumes only the one license.

  • Customers logging into Customer Portal to view/edit their own records typically do not consume a license (example: A Customer owns the record, is the requestor, and is associated with the record). Certain editing tasks require that the Customer log in and consume a license. CSM notifies the Customer when a license is necessary. Customers who do do not have rights to consume a license cannot edit the record.
  • A Customer logging into the Customer Portal to access someone else's records does not consume a license to view the record but does consume a license to edit a record. After a license is acquired, it is held for the remainder of the Customer's session.

The following table shows license consumption by item:

Item Consumes License
Client Applications
CSM Desktop Client OK
CSM Browser Client OK
Cherwell Mobile™ for iOS® OK
Cherwell Mobile™ for Android™ OK
Cherwell Portal™ OKSometimes (see People)
CSM Administrator Delete
Supporting Applications
Auto-Deploy Delete
Cherwell® REST API OK
Dashboard Viewer Delete
Import Utility (legacy) Delete
Outlook® Add-in OK
Outlook Add-in Installer Delete
Report Runner Delete
System Restore/Upgrade Delete
Test LDAP Delete
Server applications Delete
Server Manager Delete
Cherwell Web-Forms™ Delete
People
User logging into a license-consuming application OK
User logging into a second license-consuming application Delete
User logging into a second instance of a licensing-consuming application Delete
Customer logging into the Portal to view/create/edit their own record (Requestor/record owner)* Delete
Customer logging into the Portal to view someone else's record (not the Requestor/record owner but has extended rights to manage another Customer's records)* Delete

Customer logging into the Portal to edit someone else's record (not the Requestor/record owner but has extended rights to edit another Customer's records).

Exceptions: Sometimes, a One-Step Action can edit another Customer's records without consuming a license (ex: Send an E-mail, Create a Journal, Rating a Record, etc.).

OK(with exceptions)
* Some Portal Sites and activities require use of a license. CSM prompts the Customer if a license is required.