How to: Set Up License Manager

In this article

 

Activate the License

POS Unit

Set up the License Instance Type

Log Details

 

When the Upgrade License Manager process is triggered, use the Subscription Setup page to manage the subscription license for your LS Express environment during, and after the transition.

 

This setup defines how your POS (Point of Sale) and PAY (LS Pay) units are validated, activated, and managed under a valid subscription.

 

To open the Subscription Setup page:

  1. Open the Administration page, select Navigate, and then choose Subscription.

  2. The Subscription Setup page opens.

Activate the License

If you are installing LS Express for the first time, the trial version is automatically communicates with the latest License Manager.

 

In the trial version, the license key displays as all zeros, as shown below. Note: In the trial version, you cannot validate the subscription. Validation is only applicable for non-trial licenses.

When the trial period ends, enter the License Key provided after purchasing the LS Express license to continue using LS Express.

 

The License Manager is activated once you enter a valid license key.

 

Note: Before updating the license key, deactivate the current license key instance. You must also deactivate all units associated with the current license key before proceeding.

License Validation and Expiration Dates

The Next Subscription Validation Date indicates when the License Manager tool will synchronize with the customer's D365 BC SaaS environment. During this process, the system verifies whether the number of activated units remains unchanged or has been adjusted due to additional orders or cancellations processed by the LS Retail Licensing department.

 

The POS Expiration Date displays the expiration date of the LS Express POS license. The license must be renewed before this date to maintain access.

View and manage POS Unit and PAY Unit

The Subscription Setup page includes two types of units:

POS Unit

To use LS Express POS, you must have an active POS unit assigned.

 

Each POS unit includes a Status field to indicate whether it is In Use or Available. Additional fields include ERPCode, Expiration Date, and Cancelation Status for each specific unit.

 

Use the following actions as needed:

  • Activate POS Unit – Activates the selected POS unit so it can be used.

  • Deactivate POS Unit – Deactivates the selected POS unit to make it available for reassignment.

  • To manage cancellation status, use the POS Unit Cancelation action. You can change the status to:To be Canceled/Blank (only if the current status is To be Canceled).

    Note: After the status is set to "To be Canceled", the License Manager team can update the status to Confirmed to be Canceled or Cancelation Completed. If the status is set to Confirmed to be Canceled or Cancelation Completed, it can no longer be modified.

PAY Unit

To use LS Pay as the payment method, you must have an active PAY unit.

 

Use the following actions as needed:

  • To view or manage Pay units, select Open PAY Units.

  • Activate PAY Unit / Deactivate PAY Unit - Activates or deactivates the selected PAY unit.

  • After activating a PAY unit, you must link the unit ID to the PAY ID of the POS unit.

  • To manage cancellation status, select New > PAY Unit Cancelation action. You can change the status to:To be Canceled/Blank (only if the current status is To be Canceled).

    Note: After the status is set to "To be Canceled", the License Manager team can update the status to Confirmed to be Canceled or Cancelation Completed. If the status is set to Confirmed to be Canceled or Cancelation Completed, it can no longer be modified.

Set up the License Instance Type

Select License Instance Type to switch between test units (for demo or sandbox companies) and production units (for live environments).

 

  1. On the Subscription Setup page, select License Instance Type.
  2. When the dialog page opens, choose the appropriate Environment Type (Test or Production).
  3. Select OK to update the subscription.

You must deactivate every unit in your active environment before changing the environment type.

Log Details

Select Log Details to view logs for all performed actions, including date and time stamps.

See also

Managing Users & Licenses

Upgrade License Manager