License Consumption
License consumption varies depending on the application, who logs in (user or customer), and which operations each person performs.
The following operations affect license consumption:
- Only the following
Cherwell applications require a license:
- Desktop Client
- Browser Client
- Outlook® Add-In
- Under special circumstances, the CSM Portall 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 CSM 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 CSM 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 | |
CSM Browser Client | |
Cherwell Mobile™ for iOS® | |
Cherwell Mobile™ for Android™ | |
Cherwell Portal™ | Sometimes (see People) |
CSM Administrator | |
Supporting Applications | |
Auto-Deploy | |
Cherwell® REST API | |
Dashboard Viewer | |
Import Utility (legacy) | |
Outlook® Add-in | |
Outlook Add-in Installer | |
Report Runner | |
System Restore/Upgrade | |
Test LDAP | |
Server applications | |
Server Manager | |
People | |
User logging into a license-consuming application | |
User logging into a second license-consuming application | |
User logging into a second instance of a licensing-consuming application | |
Customer logging into the CSM Portal to view/create/edit their own record (Requestor/record owner)* | |
Customer logging into the CSM Portal to view someone else's record (not the requestor/record owner but has extended rights to manage another customer's records)* | |
Customer logging into the CSM 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 dustomer's records without consuming a license (example: Send an Email, Create a Journal, or Rating a Record). |
(with exceptions) |
* Some Portal Sites and activities require use of a license. CSM prompts the customer if a license is required. |