CSM 10.4 Documentation

Home

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 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
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 CSM Portal to view/create/edit their own record (Requestor/record owner)* Delete
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)* Delete

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).

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

Was this article useful?