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.