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Overview

Administrators can manage licences via the License Management page. The License Management page also provides admins with an overview of license variables such as number of users, access to particular features and expiry dates. The following functions are available on the License Management page.

Section Description
Current LicenseThis function allows admins to view the current license parameters for a Yellowfin instance. The license displays the Yellowfin product subscription details.
To learn more about the Yellowfin suite of products, click here. You can also contact the Yellowfin team to request a different license.
Upload LicenseThis function allows admins to update license files when required, as the license key received with the installer is generally active for a limited time.
Reminder ScheduleThis function allows admins to schedule reminder emails to nominated users or email addresses when license expiry approaches.

Accessing the License Management page

There are 2 ways to access the License Management page:

  • Via the Administration menu in the left-side navigation pane.
  • Via the Admin Console.

To access the License Management page from the left-side navigation pane:

  1. From the burger bun , click Administration, then click License Management


    The License Management Page will be displayed


To access the License Management page from the Admin Console:

  1. From the burger bun , click on Administration, then click Admin Console
  2. Click License Management from the right-hand side Administration menu on the Admin Console


    The License Management page (as above) will be displayed

Admins can view license parameters on the System Information page from the Administration menu, or by adding the extension info.jsp to the Yellowfin instance URL. For example, yourinstance:yourport/info.jsp.


Viewing current license information

Expand the Current License section on the License Management page to view the current license parameters for the Yellowfin instance. 

 

Uploading a new license

Upon receiving a new or regenerated license key, admins can upload the new license to Yellowfin by following the steps below.

  1. Expand the Upload License section and click the Choose file button to select the license file you wish to upload


  2. Click the Preview button to compare the parameters of your existing license, to your new license
    The parameters of both licenses will be displayed in the Upload License section 


  3. Click the Submit button to upload the license file

Invalid license message

If the license is invalid, a license error message will be displayed. Confirm the license is valid (dates, hostname) by viewing the parameters in a text editor. If all parameters appear to be valid, contact Yellowfin for support.

Incorrect host message

New license files must be uploaded from the server on which Yellowfin is installed, otherwise an error message will be displayed.

Scheduling a license reminder

Outgoing mail server settings must be configured for license reminder schedules to function. 

  1. Expand the Reminder Schedule section on the License Management page


  2. Select the preferred reminder frequency by clicking on the Schedule links; in this instance we'll choose '90 Days'
    The License Reminder dialog box will be displayed


  3. Click the +Add Recipients link to add users or external recipients to the reminder schedule
    You can search for a user by typing their name in the field, or click People at the bottom of the dropdown to view all available users


  4. Click the name of the user to add them to the schedule
    The user will be displayed in the People section


  5. To add an external recipient, type an email address in the field and press the enter or return key on your keyboard


    The external recipient will be added to the Email Addresses section


  6. Hover over a user or an email and click the X on the right-hand side of the dialog box to remove a recipient


  7. Click the X in the top right-hand corner of the dialog box to close the dialog box and save the license reminder settings
    The License Management page will be displayed, showing the total number of recipients for the reminder frequency


  8. Check the checkbox to activate the reminder schedule
    Recipients will be notified accordingly at the selected frequency schedule


Admins can edit license reminder schedules by clicking the Schedule or Recipients links.


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