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Licensing the Document Management System

 

IMPORTANT: In order to activate the FileHold license, the FileHold server date/time settings must be set to current date/time.

You can add additional user licenses or features to the document management system after purchasing them from the sales team at FileHold Systems.

  • This page outlines how to generate a license request, and how to apply the license request to activate the FileHold Server.

  • In order to process the license request, the System Administrator needs to send your FileHold server's unique hardware key to sales@filehold.com, who will then send a tiny license file back to you via email from the FileHold licensing server.

  • Licensing is generally available from 7:30 AM Pacific to 3pm PST, Monday to Friday, except for major holidays in Canada. Please schedule your installation or virtualization project accordingly.

To find the licensing page and retrieve the hardware key that you need to send to FileHold, please do the following: 

  1. Log into the web client as a System Administrator.

  2. Click on the System Admin link and go to Global Settings > License Information. The System Information page shows your current license information.

  3. Copy the the hardware key and copy the text to the body of your email.

  4. Request the new license in an email to sales@filehold.com.

  5. Ensure your email address includes full contact information, and if you are a reseller or IT consultant working on behalf of a FileHold customer, please let us know the Customer name so that the licensing team at sales@filehold.com can help you with your request as fast as possible.

  • If you moved the system to a virtualized server or moved virtual machine hosts - please let us know that too.

  1. Embed or attach a screenshot of the System Information page to the email, if possible.

  2. The licensing team will then review your request, and generate a new license file using the details of your new hardware key.

  3. Your FileHold Server License will be sent to you from licenses@filehold.com - please ensure licenses@filehold.com is added to your email server security white list or authorized list to receive these emails. FileHold generates many licenses per day / week / month which are all successfully emailed out to customers and resellers using this system. Please use sales@filehold.com for all questions or issues. 

  4. Once the License has been generated and sent back to the requestor, then a user with FileHold Systems Administrator level access will then need to upload the new license file.

 

Document Management System Licensing

To add a license key

  1. Go to Global Settings > License Information. The System Information displays your current license information.

  2. Click Add CALs.

  3. Click Browse and select the new license file provided by FileHold.

  4. Once the license file is located, click Upload and Show License Information.

  5. The new license key information appears and a message will indicate the license is valid. Click Update System License to complete the process.

  6. Log out and log back into the system.

 

 

See also:

Logging in

Setting up Users and Groups

Logon and Password Security

User Self-Registration

System Administrator Overview

Activity Log

Guest Accounts / Self-Service Portal