Installing BASIS Products - UNIX

Use this guide for installing PRO/5, and PRO/5 Data Server. For BBj, see Installing BBj - UNIX.

Part 1: Installing and Setting up the BASIS License Manager

Part 2: Registering for a BASIS Product License(s)

Part 3: Installing BASIS Product License(s)

Part 4: Installing BASIS Products

Part 5: Configuring PRO/5

Part 6: Configuring the PRO/5 Data Server

Part 7: Changing the Product Pointer File

Part 8: Emergency Licensing Procedures

Part 9: Important Licensing Terms

 

Process Description

PRO/5 and the PRO/5 Data Server revision 2.10 and higher use FLEXlm/FLEXnet licensing software. This online documentation includes the FLEXlm/FLEXnet End User and is accessible from the table of contents. In addition, the Flexera Software website (www.flexerasoftware.com) contains Adobe Acrobat and fully searchable versions of the current manuals.

The overall process of installing these UNIX-based BASIS products requires:

1. Installing and setting up the BASIS License Manager (BLM).

2. Requesting the individual product licenses from BASIS.

3. Installing the individual product licenses once you've received them from BASIS.

4. Installing the products themselves, which includes some configuration of the product.

This document contains the procedures for accomplishing this process and for obtaining emergency licenses in the event of an emergency. Part 9 explains some important terms concerning BASIS licenses.

What You Will Need

If you purchased product and received product media, you'll need the License Registration Form included for each product.

If you have a BASIS product revision 2.00 to 2.05 and are updating from our website to revision 2.10 or higher, you'll need your existing serial number and activation key.

If you downloaded a demonstration copy from our website, you'll have received the demonstration license file as part of the download process.

For PRO/5 revision 2.10 and higher, single users must have a network card installed so that the BLM can node lock the license to the MAC address of the network card.

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Part 1: Installing and Setting Up the BASIS License Manager

  1. Select a single machine to host the BASIS License Manager (BLM).

You must install and configure the BLM to use any UNIX-based BASIS product at revision 2.10 or higher. In many cases, you will install the BLM on the same machine as your product. However, if you are running BASIS products on multiple machines on a TCP/IP-based network, it simplifies administration to select a single machine to host the BLM.

Later in the installation process, you will direct the products running on other machines to request their licenses from the machine running the BLM. A pointer file, BASIS.lic, is automatically created during product installation. If you change the machine on which the BLM is running, you must also change each product's pointer file to specify the new server name. Part 7 explains how to do this.

Any machine that can run the BLM can serve FLEXlm/FLEXnet licenses for any other machine on the network, regardless of operating system, for example, a UNIX system can get licenses from a BLM running on a Windows system, and vice versa.

  1. Create a directory on your system, such as /usr/local/basis, that will only be used for BASIS products (hereafter referred to as your BASIS product directory).

  2. Obtain the BLM compressed tar file (.tar.Z).

  3. From the product CD-ROM, use the index.txt file from the root directory of the CD-ROM to find the BLM compressed tar file for the specific product you want to install. Because of filename length limitations on UNIX CD-ROM filesystems, the BASIS products on the CD-ROM do not end in .tar.Z. The files are still in a compressed format, but the suffixes have been truncated to .Z to conserve space. These files can be renamed to the .tar.Z convention when copying them from your CD-ROM drive to the UNIX system.

  4. Place the BLM .tar.Z file in your BASIS product directory.

  5. Uncompress the file (uncompress (filename).tar.Z).

  6. Extract the files with the UNIX tar command (tar xvf (filename).tar). This creates subdirectories that contain, among other things, the BLM.

  7. From the operating system prompt (you should still be in your BASIS product directory), type the following to display the BASIS Install Main Menu:

./install

  1. From the main menu, type BLM at the menu prompt to begin installing the BLM.

  2. From the BLM setup menu, type the following to create the script that starts the BLM from its current location:

CREATE

  1. Type the following to have the BLM added to your system startup file (/etc/inittab):

ADD

(You must be logged in with system administrator privileges to run the ADD option. If you are not, you will be prompted for the password.)

If you prefer, you can put the BLM into the startup sequence manually.

You have completed installing and setting up the BLM. Continue with Part 2 to request a license.

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Part 2: Registering for a BASIS Product License(s)

  1. Obtain your BASIS serial number and authorization number.

If you have just purchased a BASIS product, your serial number and authorization number are on the License Registration Form you received with your product media.

If you have a BASIS product revision 2.00 to 2.05 and are updating from our website to revision 2.10 or higher, you'll need to exchange your existing activation key for a license authorization number on our website.

From the licensing page at
www.basis.com, select "Exchange License" from the options on the left-hand side of the page. Provide the serial number and activation key from the product you are upgrading. You will receive an authorization number in return. (When upgrading, your serial number will not change.)

  1. With your serial number and authorization number handy, go to the machine where the BLM is installed. You must be on the BLM machine to install your product licenses.

  2. From the BASIS Install Main Menu (in your BASIS product directory), type REG at the menu prompt to register for a product license.

  3. You'll be prompted for the following registration information. Complete the following fields as needed:

  • Company name -- optional

  • First name -- optional

  • Last name -- optional

  • Phone number -- optional

  • Serial number -- REQUIRED and CASE SENSITIVE

  • Authorization number -- REQUIRED and CASE SENSITIVE

  • Host name -- this is automatically generated

  • Host ID -- this is automatically generated

  1. Verify all the information fields. Check that you have entered the serial number and authorization number exactly as they appear on your License Registration Form. Any errors will cause your license registration to be rejected.

  2. Specify how you want to send the license information to BASIS (email, or other):

 

EMAIL

The license request will be automatically sent to BASIS by email. If you are working on a machine that does not have email capability, you must select another method. EmailL is the fastest and most reliable way to request and receive your license. However, if you are a remote site that tends to experience delays in delivering email, you may experience the same delay with the licensing process.

OTHER

Manual backup system and should be used only if the email and fax methods are unavailable or don't work for you. This option allows you to save the registration information in a human-readable format to a file that can be moved to another machine with email or printer access. Then, you can fax the information to +1.505.345.5082 or email the file to license@basis.com, and we will manually generate your permanent license.

 

  1. Specify how you want BASIS to send the product license to you (email or fax).

  • If you select the 'send by email' option, the license file will be delivered to the email address you specify. When you receive your license by email, save this file to your system, as per the email instructions. You will need to specify a path to this file later in the installation.

  1. If you purchased more than one BASIS product, repeat Steps 3 through 7 to license each product.

You have completed requesting a BASIS product license. When you receive your permanent license, continue following the instruction in Part 3. If the above steps fail to give you a permanent license, follow the emergency licensing procedures in Part 8.

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Part 3: Installing BASIS Product License(s)

  1. Go to the BLM menu (from the BASIS Install Main Menu in your BASIS product directory). If the BLM is running, stop it before installing BASIS product licenses by typing the following:

STOP

  1. From the BLM menu, type INSTALL to install the product license(s). If you received the permanent license by email, go to the 'License File' prompt and type the full path to the file you saved on your system in Part 2.

  2. Repeat Step 2 for each product you are licensing.

  3. Start the BLM by typing the following from the BLM menu:

START

You have completed installing the BASIS product license(s). Continue with Part 4 to install the BASIS product(s).

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Part 4: Installing BASIS Products

à If you are working with the BASIS products CD-ROM, follow these procedures.

à If you downloaded the BLM and product package from our website and completed Parts 1, 2, and 3, you already have the product files in your BASIS product directory. Skip to Part 5 or 6 to configure your product.

à If you downloaded just the BLM, go back to www.basis.com, download the product package, and follow these procedures:

  1. Obtain the appropriate compressed tar product file (.tar.Z) for the product you want to install.

      • From the product CD-ROM, use the index.txt file from the root directory of the CD-ROM to find the compressed tar file for the specific product you want to install. Because of filename length limitations on UNIX CD-ROM filesystems, the BASIS products on the CD-ROM do not end in .tar.Z. The files are still in a compressed format, but the suffixes have been truncated to .Z to conserve space. These files can be renamed to the .tar.Z convention when copying them from your CD-ROM drive to the UNIX system.

      • From www.basis.com!Inet(www.basis.com), select the product to download and download the appropriate port from the website.

  2. Uncompress the file (uncompress<filename>).tar.Z).

  3. Extract the files with the UNIX tar command (tar xvf <filename>.tar).

  4. Repeat Steps 1 through 4 for each product you want to install.

You have completed the first part of installing the BASIS product(s) and must now configure your product. Continue with Part 5 or Part 6 to configure your product.

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Part 5: Configuring PRO/5

  1. From your BASIS product directory, type:

./install

  1. Type the following:

PRO5

  1. Press <ENTER> and accept the license agreement to continue.

  2. Type the following:

SELECT

  1. Choose whether to install the version of PRO/5 with SQL capabilities or the version without SQL capabilities.

  2. Type the following:

SERVER

  1. Specify the name of the machine on which the BLM is running. PRO/5 will attempt to request a license from this machine before it starts to run. If you have not completed Parts 1, 2 and 3 to set up the BLM and install a PRO/5 product license, you can run PRO/5, but you will be nagged every 15 to 30 minutes.

A pointer file, BASIS.lic, is automatically created during installation of the product. If you change the machine on which the BLM is running, you must also change the product's pointer file to specify the new server name. Part 7 explains how to do this.

  1. If you wish, you can use the CONFIG option in the PRO/5 install menu to interactively build a configuration file (config.bbx) for PRO/5.

You have completed installing and configuring the PRO/5 product. You are ready to run your PRO/5 product.

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Part 6: Configuring the PRO/5 Data Server

  1. From the BASIS product directory, type the following:

./install

  1. Type the following:

DS

  1. Type the following:

INSTALL

You have completed installing and configuring the PRO/5 Data Server product. You are ready to run your PRO/5 Data Server product.

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Part 7: Changing the Product Pointer File

The BASIS.lic pointer file is automatically created during product installation. If you change the machine on which the BLM is running, you must also change the individual product's pointer file to specify the new server name. This can be done two ways.

Method 1

  1. From your BASIS product directory, type the following:

./install

  1. Type the following:

PRO5

  1. Type the following:

SERVER

  1. Change the server name to the name of the machine on which the BLM is running. Use the Redundant License Format in this field to request a redundant license.

Method 2

  1. In the PRO/5 directory, edit the BASIS.lic file using any text editor.

  2. Change the server name:

SERVER servername ANY

USE_SERVER

Where servername is specified, make sure that it is the host name of the machine that is running the BLM. Be aware of the case of the text. The key words SERVER, ANY and USE_SERVER must be uppercase.

  1. Save the revised file as BASIS.lic

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Part 8: Alternate Licensing Procedures

Emergency – 7-Day Nag-Free License

A 7-day emergency license is available for system hardware changes that invalidate your license.

To install a 7-day emergency license, repeat the steps in Part 2. When entering additional requests for the same serial number and authorization number, our automated system generates a 7-day emergency license. Once the 7-day emergency license is running, call the BASIS reseller to request a permanent license.

Demo – 30-Day Nag-Free License

If, when installing new BASIS product, the "Installing BASIS Product License(s)" procedures fail for any reason to return a permanent license, you can immediately run nag-free by installing an evaluation license. This license is valid for 60 days from the date of purchase from BASIS, and you do not need to contact BASIS to install it.

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Part 9: Important Licensing Terms

License Manager - a FLEXlm/FLEXnet term for the application that tracks the number of counted licenses in a network and which machines in the network are using those licenses at any one time. A license manager coordinates the issuing of these licenses to requesting clients at any given moment. See BASIS License Manager.

BASIS License Manager - BASIS' version of the FLEXlm/FLEXnet license manager. The BLM software may be installed on the same server as the product(s) or on a dedicated license server machine. In the FLEXlm/FLEXnet manual, available in our online documentation at www.basis.com, the BLM is what FLEXlm/FLEXnet calls a "vendor daemon." See License Manager.

Unlicensed (nag) mode - displays a screen reporting a BASIS product cannot find a valid license every 15 to 30 minutes. . Users can continue to work when the product is in "nag mode." Emergency licenses are available that do not show this screen.

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Copyright BASIS International Ltd. BBj®, Visual PRO/5®, PRO/5®, and BBx® are registered trademarks.