Origin Concurrent Network Getting Started
Copyright © 2006 by OriginLab Corporation
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Contents
Introduction 1 Overview ...... 1
Setting up the License Management 2 Selecting a FLEXlm Server Computer ...... 2 Obtaining the FLEXlm Server Installation Files ...... 2 Installing the FLEXlm Server...... 3 Using an Existing FLEXlm Server to Manage Origin...... 3 Obtaining your License File ...... 4 Allowing Access through a Firewall...... 5 Setting up the FLEXlm Service ...... 5 Setting up Three Redundant License Servers ...... 6 Restricting Origin Use with an Options File...... 7
Installing and Distributing Origin 8 Deciding which Origin Concurrent Network Model Fits your Needs ...... 8 Origin Server | Origin Clients Model ...... 8 Origin Stand-alone Model ...... 9 Deciding how you want to get Origin onto the User Computers...... 10 Directly Installing ...... 10 Installing an Origin Server and Origin Clients ...... 10 Installing Origin Stand-alone Members...... 11 Using InstallShield's Silent Install Mode...... 11 Origin Client...... 11 Origin Stand-alone ...... 12 Distributing Origin, Benefits and Tips...... 13 Pre-setting the FLEXlm Server Location ...... 13 Pre-registering ...... 14 Pre-setting the User Files Folder ...... 14 Installing Origin on a Terminal Server ...... 15
Running Origin for the First Time 16 Starting the Origin Server before the Origin Clients ...... 16 Selecting a User Files Folder...... 16 Specifying the FLEXlm Server...... 16
Sharing Custom Origin Files 18 Introduction ...... 18 Customizing Origin Files...... 18 Sharing New Tools ...... 19
Getting Started Contents • iii License Borrowing 21
Frequently Asked Questions 23 How do I find the location of the User Files Folder?...... 23 I need to install the Origin Server on a new machine. How do I update the Origin Clients? .23 I need to install the FLEXlm server on a new machine. How do I proceed?...... 23 New Windows log in users see the License Information dialog box when starting the Origin Stand-alone. How can this be prevented? ...... 24 The License Information dialog box re-opens when I enter the FLEXlm server host name. How do I fix this problem?...... 24 When I start an Origin client, Notepad is opening reporting that the license file is missing or incorrect. How do I fix this problem?...... 25
Getting Started Contents • iv Introduction
Overview You have purchased an Origin package with network license management. This means that in addition to installing your Origin Concurrent Network members, you must install a FLEXlm license server (if you do not already have one installed) and set up a FLEXlm service to manage the Origin Concurrent Network members. All Origin network members must be installed on computers that have a connection to this FLEXlm server computer. This Getting Started Guide summarizes the steps you must perform to get Origin running on your networked computers. The two basic steps that must be completed are: 1) Install a FLEXlm server and set up a FLEXlm license service for managing your Origin Concurrent Network. This step includes obtaining a license file from the OriginLab website. 2) Install and set up your Origin Concurrent Network members.
This guide also provides tips for automating Origin installations and it also discusses Origin distribution techniques. You may want to read these distribution tips first, as this might impact the Origin installation model you choose. In addition to this Getting Started Guide, please review Macrovision's EndUser.PDF (located in the FLEXlm server's \Help\PDF subfolder, after installation) for more detailed information about FLEXlm concurrent license management.
Getting Started Introduction • 1 Setting up the License Management
Selecting a FLEXlm Server Computer You can set up your FLEXlm license service before receiving your Origin package. All you need to know is the serial number issued for your Origin Concurrent Network. This serial number is emailed to your organization when your Origin Concurrent Network order is processed. Specifically, it is emailed to the address provided to OriginLab at the time your Origin order was placed. In addition, the serial number is included in your Origin package. The FLEXlm license server can be installed on a computer on a local or wide area network which is running any of the following operating systems: Windows NT, 2000, 2003, or XP Sun SPARC Solaris version 2.5 or higher Redhat Linux 6.x glibc version 2.1.x Redhat Linux 7.x glibc version 2.2.x Redhat Linux 8.x original installation glibc version 2.2.x, but the Redhat check for updates will update it to glibc version 2.3.x Redhat Linux 9.x glibc version 2.3.x
When selecting a FLEXlm license server computer, keep these points in mind: 1) Choose a computer that is stable (does not require frequent reboots) and that has low network traffic. 2) All Origin network members must have a connection to this computer. Communication between the FLEXlm license server and the Origin network members is by TCP/IP networking protocols. 3) Minimum recommended system RAM is 64 MB.
Obtaining the FLEXlm Server Installation Files The FLEXlm server installation files for a Windows FLEXlm server are provided on the Origin product CD (FLEXlm92.zip). In addition, OriginLab provides the install files for all version 9.2 FLEXlm servers here: http://www.originlab.com/contents.aspx?pid=838 Please notice that different files are provided based on the operating system of the computer. Windows NT, 2000, 2003, or XP ---> FLEXlm92.zip
Getting Started Setting up the License Management • 2 Sun SPARC Solaris version 2.5 or higher ---> flexlm9.2-sol.tar.gz Redhat 6.x, 7.x, 8.x ---> flexlm9.2-rh6-8.tar.gz Redhat 9.x ---> flexlm9.2-rh9.tgz
Installing the FLEXlm Server
For Windows NT, 2000, 2003 or XP: Unzip FLEXlm92.zip and then run the setup.exe file to install the FLEXlm server.
For Sun SPARC Solaris version 2.5 or higher: Unpack flexlm9.2-sol.tar.gz using the following command: tar -xvzf flexlm9.2-sol.tar.gz
For Redhat Linux: If Redhat Linux 9.x, unpack flexlm9.2-rh9.tgz using the following command: tar -xvzf flexlm9.2-rh9.tgz
If Redhat Linux 6.x - 8.x, unpack flexlm9.2-rh6-8.tar.gz using the following command: tar -xvzf flexlm9.2-rh6-8.tar.gz
Using an Existing FLEXlm Server to Manage Origin If the computer that you plan to set up an Origin FLEXlm service on is already managing other software products with FLEXlm, then please review this section. Otherwise, you can skip this section. Two methods are available for setting up FLEXlm management for multiple products from the same server computer: One Machine with Multiple License Servers One Machine with One License Server and Multiple License Files Both of these management models are documented in the Macrovision EndUser.PDF, which is located in the FLEXlm server's \Help\PDF subfolder. You can use either of these two models to set up a FLEXlm service. However, keep in mind that the FLEXlm server must be version 9.2 or higher. (The FLEXlm servers provided by OriginLab are version 9.2.) The only exception to this rule is if you do not plan to allow any of the Origin Concurrent Network members to borrow a license. Then in this case the FLEXlm server can be version 8.2 or higher. ==> Therefore, if you already have a FLEXlm server installed because you have other FLEXlm-managed products on this computer, and the version is acceptable, then you can use that existing FLEXlm server to set up an Origin FLEXlm service. (This is the “One Machine with One License Server and Multiple License Files” model.) ==> Also, if you already have the FLEXlm server installation files from a different software vendor, and the version is acceptable, then you can install another instance
Getting Started Setting up the License Management • 3 of the FLEXlm server and set up an Origin service. Or you can install another instance of the FLEXlm server from OriginLab’s FLEXlm server installation files. (This is the “One Machine with Multiple License Servers” model.) However, if you choose to set up an Origin FLEXlm service using a FLEXlm server from a different software vendor, then you must obtain the appropriate OriginLab vendor daemon from this location on the OriginLab website: http://www.originlab.com/contents.aspx?pid=838 Please notice that different files are provided based on the operating system of the computer. In this case of using a different software vendor’s FLEXlm server, then save the OriginLab vendor daemon to the FLEXlm server’s \Servers subfolder. This is the same location where the FLEXlm server LMGRD.EXE is located. Note: If you install a FLEXlm server from OriginLab’s installation files, then the OriginLab vendor daemon is automatically installed correctly. It is provided with the FLEXlm server installation.
Obtaining your License File Before obtaining your license file from the OriginLab website, you first need to know the FLEXlm server's host name and host ID.
For Windows NT, 2000, 2003 or XP, do this to obtain the computer details: Open the Command Prompt and enter the command: ipconfig /all Make note of the host name and the Physical Address (also known as MAC Address or Ethernet Address), which is a 12 character string.
For Sun SPARC Solaris version 2.5 or higher, do this to obtain the computer details: The ./lmhostid utility returns the host ID, which is an 8 character string.
For Redhat Linux, do this to obtain the computer details: The ./lmhostid utility returns the Physical Address (also known as MAC Address or Ethernet Address), which is a 12 character string.
Once you have the computer details, please perform the following steps to obtain the license file. Note that you must also know your Origin Concurrent Network serial number and version to proceed. 1) Browse to: http://www.originlab.com 2) Click the FLEXlm License/Register link in the Highlights section. 3) Log into the OriginLab website if you already have a web membership account. If you do not have an account, you must join the website. (After logging in, if your web membership account already has an Origin serial number(s) associated with it, you will see your "Origin Product Registration" page. In this case, click the Register New Serial Number button.)
Getting Started Setting up the License Management • 4 4) Then select the "I want to register my Origin software and obtain a license file for a computer" radio button and click Next. 5) Enter your Origin serial number, version, etc. and click Continue. 6) Then enter the FLEXlm server host name and ID and click the Submit button to generate the license file.
Allowing Access through a Firewall If there is a firewall between the Origin user computers and the FLEXlm license server, then you need to ask your Systems Administrator to open a port in the firewall and tell you the port number. Once this has been done and you know the port number, then you need to edit the license file. To do this, open the license file in a text editor such as Notepad, and edit the VENDOR line as follows, replacing PortNumber with the port number that is open. VENDOR orglab port=PortNumber For example, if the port number is 6160, you would edit the VENDOR line like this: VENDOR orglab port=6160 Do not alter anything else in the license file and then re-save the license file as orglab.lic, or your custom file name.
Setting up the FLEXlm Service
For Windows NT, 2000, 2003 or XP: 1) Run LMTOOLS from the FLEXlm server's \Tools folder. 2) On the Service/License File tab, select Configuration Using Services. 3) On the Config Services tab, type OriginLab (or name of your choice) in the Service Name text box. 4) Enter the Path to the LMGRD.EXE file (example - C:\Program Files\FLEXlmServer\Servers\lmgrd.exe). 5) Enter the Path to the license file (example - C:\Program Files\FLEXlmServer\Licenses\yourLicenseFileName.lic). 6) Enter the Path to the debug log file (example - C:\Program Files\FLEXlmServer\Licenses\originlab.log). Note: The log file is created automatically when you specify a path and file name. 7) Select Use Services. 8) If you want the service to start automatically when the server boots, select Start Server at Power Up. 9) On the Start/Stop/Reread tab, select OriginLab. 10) Select the Force Server Shutdown check box. 11) Select Start Server. 12) On the Server Status tab, click Perform Status Enquiry to check the current status of the server. The Status window reports relevant feature usage information.
Getting Started Setting up the License Management • 5 13) If all OK, select the Start/Stop/Reread tab and click Save Service.
For Sun SPARC Solaris version 2.5 or higher: Start the FLEXlm server with the following command: ./lmgrd -c
For Redhat Linux:
Start the FLEXlm server with the following command: ./lmgrd -c
For example, if your license file is located at /home/originlab/orglab.lic, then you would enter the following command to start the service, and to keep the previous contents of the debug log file and to append new debug information to the bottom of the log file: ./lmgrd -c /home/originlab/orglab.lic -l +/home/originlab/orglabdebug.log
Alternatively, you would use the following command to start the service, and to clear the previous contents of the debug log file. (The debug log file gets cleared when the command is issued.): ./lmgrd -c /home/originlab/orglab.lic -l /home/originlab/orglabdebug.log
Setting up Three Redundant License Servers Origin 7.5 SR4 and later supports the three redundant license servers as described in Macrovision's EndUser.PDF, section 4.3.2 "Three-Server Redundancy".
Origin-specific information for setting up the FLEXlm services: 1) Install a FLEXlm server on these three server machines. 2) To obtain a three redundant server license file, you will need to email OriginLab Technical Support ([email protected]), as the automated license delivery system on the OriginLab website cannot generate this license file. In your email message to Technical Support, please state that you need a three redundant server license file, and include your Origin serial number, version, and the computer details for all three computers. Technical Support will email you back the license file. (If you don't know how to get the computer details, review "Obtaining your License File" on page 4.) 3) Set up an Origin FLEXlm service on each FLEXlm server machine, using the three redundant server license file. 4) Start up the three Origin FLEXlm services. Perform a Status Enquiry to make sure they are running OK and reading the license file OK. Some additional FLEXlm server notes: a. If one FLEXlm server is shut down or disconnected from the network, as long as there are two other FLEXlm servers running, Origin can still run OK.
Getting Started Setting up the License Management • 6 b. If you force one FLEXlm server to shut down, the other FLEXlm server can detect it and will be shut down as well. In this case, you should stop all FLEXlm servers and restart them again.
How to edit Origin's License Information dialog box, at first Origin start-up: In the License Information dialog box, enter the following information in the FLEXlm Server text box: <
Restricting Origin Use with an Options File Decide if you want to restrict Origin usage with an options file. For example, you may want to allow only specified users to run Origin, or to borrow Origin. Or you may want to restrict specified users from running Origin. Or perhaps your organization has multiple groups of Origin users, and you want to restrict the number of users in each group who can run Origin concurrently. For each of these needs, you can use an options file. Origin supports the use of an options file as documented in the Macrovision EndUser.PDF, which is located in the FLEXlm server's \Help\PDF subfolder. We recommend that you name the options file orglab.opt and that you save the options file into the same folder as your Origin license file. If you do this, then you do not need to make any change to your license file. Here are some keywords you might want to use in the options file: EXCLUDE - Deny a user access to a feature. EXCLUDE_BORROW - Deny a user the ability to borrow licenses EXCLUDEALL - Deny a user access to all features served by this vendor daemon USER - Define a user for use with any options. GROUP - Define a group of users for use with any options. HOST - Define a host for use with any options HOST_GROUP - Define a group of hosts for use with any options INCLUDE - Allow a user to use a feature. INCLUDE_BORROW - Allow a user to borrow licenses. INCLUDEALL - Allow a user to use all features served by this vendor daemon MAX - Limit usage for a particular group.
So for example, the following sample would restrict users from running Origin based on IP address: HOST_GROUP exclude_these_computers 10.10.10.37 10.10.10.57 EXCLUDEALL HOST_GROUP exclude_these_computers
And the following sample would restrict users from running Origin based on computer name: HOST_GROUP exclude_these_computers computer1 computer2 EXCLUDEALL HOST_GROUP exclude_these_computers
Getting Started Setting up the License Management • 7 Installing and Distributing Origin
Deciding which Origin Concurrent Network Model Fits your Needs Once you have your FLEXlm service running, then you are ready to install and run your Origin Concurrent Network members. When you perform a Concurrent Network installation, you have the option of installing an Origin Server for use by Origin Clients, or of installing a Stand-alone Concurrent Network member. So you will first need to decide whether you want to install an Origin Server and Origin Clients, Stand-alones, or some combination. Please review the following sections to make this decision.
Origin Server | Origin Clients Model
The Origin Server is installed on a machine that all Origin Clients have a connection to. Typically, the Origin Server is installed on the same server as the FLEXlm license server, although this is not required. The Origin Server acts as a "file server" for the Origin Clients. Benefits FLEXlm Management Setup Simplified FLEXlm management setup. Only the Origin Server is asked the location of the FLEXlm license server. The Origin Clients read the FLEXlm license server path from a file on the Origin Server. Patching Simplified patching process. You only apply a patch to the Origin Server. Once an Origin Server is patched, then at the next Origin Client start-up, the Origin Client is notified that an update is available from the Origin Server. File Sharing In general, this model simplifies sharing of custom Origin files among Origin users. Files customized on the Origin Server are available to all Origin Clients. Registration Origin Client registration on the OriginLab website is optional. However, if you are distributing an Origin Client installation to user computers, you can set up
Getting Started Installing and Distributing Origin • 8 your Origin Client to be pre-registered with the Origin Server's Registration ID. (For more information on Origin Distribution, see "Distributing Origin, Benefits and Tips" on page 13.) Small Client Size Help files and other support files are only installed on the Origin Server, not the Origin Client. Limitations Borrowing Because Origin Clients require a connection to the Origin Server to run, this model does NOT support the license borrowing feature. Running Help (CHM) on Windows XP SP2 In this model, the Help files are only installed on the Origin Server - they are not installed on Origin Client machines. Origin Clients read the Help files from their Origin Server. It has been found that after applying a Windows security patch (Microsoft Windows Server 2003 Service Pack (SP1), MS05-026, or MS04-023) to the Origin Client, the Origin Client can no longer open the Help files located on the Origin Server. Of course you can copy the Help files from the Origin Server and paste them into the local machine. But still, the Help menu on the Origin Client will not open them, as it will still be opening Help files on the Origin Server. So you would have to browse in Windows Explorer and double-click to open the local Help files.
Origin Stand-alone Model
Origin Stand-alones are installed or distributed onto each user computer. Benefits Borrowing When running the Origin Stand-alone, you can check out the license in borrow mode, allowing you to detach the computer from the FLEXlm server but still run Origin. Limitations Patching Each Origin Stand-alone needs to be patched separately. File Sharing File sharing among Origins in the Concurrent Network is not as "automated" as the Origin Server | Origin Clients model. FLEXlm Management Setup All Origin Stand-alones are asked the location of the FLEXlm server at first
Getting Started Installing and Distributing Origin • 9 start. (There is a get-around, if distributing. See "Distributing Origin, Benefits and Tips" on page 13.) Registration All Origin Stand-alones are asked to register (optional). (There is a get-around, if distributing. See "Distributing Origin, Benefits and Tips" on page 13.)
Deciding how you want to get Origin onto the User Computers After deciding on the Origin Concurrent Network model that is best for your organization, then you need to decide how you want to provide Origin to the target computers. All Origin Concurrent Network members - Origin Server, Origin Client, and Stand- alone - must be located on a computer that has a connection to the FLEXlm license server. To get the Origin Concurrent Network member on the computer, you can use a number of techniques, including: a. Directly installing onto the target computer. b. Installing on one computer and then copying the resultant folder to all other computers. c. Using InstallShield's silent install mode to record an installation and make it available to users. d. Using software distribution environment/tools such as NetInstall and SMS to build a custom Origin package for distribution. These distribution techniques allow you to simplify the Origin start-up experience for the users, and it gives you control over each user's Origin environment. Please review the following sections for more information.
Directly Installing
Installing an Origin Server and Origin Clients Please review this section if you have not done so: "Origin Server | Origin Clients Model" on page 8. To install the Origin Server, run the Setup program from the Origin CD and select the "Install Origin Server for use by Origin Clients" option in the "Group License Choice" installation dialog box. You will be asked to enter the Origin Concurrent Network serial number during the Origin Server installation. ==> After you complete the Origin Server installation, you must share the Origin Server program folder (read only is sufficient). ==> Also, you must start your Origin Server once, so that you successfully specify the path to the FLEXlm license server. For more information on this, see "Running Origin for the First Time" on page 16.
After you complete the Origin Server installation, the resultant Origin Server folder contains a \ClientSetup subfolder. This \ClientSetup subfolder contains a SETUP.EXE for installing the Origin Clients. Users can browse to this folder and
Getting Started Installing and Distributing Origin • 10 run SETUP.EXE, or you can mail a link to the file. If you mail a link, your link should look like this: \\
Installing Origin Stand-alone Members Please review this section if you have not done so: "Origin Stand-alone Model" on page 9. To install the Origin Stand-alone, run the Setup program from the Origin CD and select the "Install Origin for Stand-alone Personal Use" option in the "Group License Choice" installation dialog box. You will be asked to enter the Origin Concurrent Network serial number during the Origin Stand-alone installation. You can copy the installation files to a shared location on your network for easier access.
Using InstallShield's Silent Install Mode The Origin Client installation and the Stand-alone installation support InstallShield's silent install techniques. Silent install is useful because the users don't need to know or enter the Origin Concurrent Network serial number to install Origin on their computers.
Origin Client To use InstallShield’s silent mode to install an Origin Client on computers in your organization, perform the following steps. 1) Install the Origin Server. In this example, we will assume the host name is "A". For example, install the Origin server into c:\Origin75Server. 2) Share the Origin75Server folder with FULL READ/WRITE privileges and note its UNC share name. (for example: \\A\Origin75Server) Note: If using Windows XP, make sure to click the Permissions button on the Properties | Sharing tab to allow full read and write access. 3) On Computer "A", open the command window and run the setup file found in the \ClientSetup subfolder with the '-r' option to record the installation. You must make sure to run using the UNC path. For example, run: "\\A\Origin75Server\ClientSetup\Setup.exe" -r This will record the client setup steps. When you run the setup, make sure you install into a drive that exists for all potential Origin users. 4) Locate the setup.iss file created by the recording process in the Windows folder on computer "A". Move this file to the \ClientSetup subfolder. 5) There are two options to make this recording available to users: a. Create a Silent Shortcut to Setup.exe by adding the '-s' option:
Getting Started Installing and Distributing Origin • 11 "\\A\Origin75Server\ClientSetup\Setup.exe" -s Email this shortcut to all users. (They must be on the network and they must be able to see \\A.) Ask these users to run the shortcut. -- alternatively -- b. Ask the users to run: "\\A\Origin75Server\ClientSetup\Setup.exe" -s from the command window on their computer.
Origin Stand-alone For the Origin Stand-alone, the Origin 7.5 PRODUCT supports InstallShield’s silent install mode, but the Origin 7.5 UPGRADE does not. You have a PRODUCT serial number if middle part of your serial number is: -2xxx-. You have an UPGRADE serial number if the middle part of your serial number is: -3xxx-. To use InstallShield’s silent mode to install Origin Stand-alones on computers in your organization, perform the following steps. 1) Copy the Origin Setup files (9 files) into a folder on computer "A". 2) Share this folder with FULL READ/WRITE privileges and note its UNC share name. (e.g. \\A\ShareName) Note : If using Windows XP, make sure to click the Permissions button on the Properties | Sharing tab to allow full read and write access. 3) On computer "A", open the command window and run the Origin setup exe with the '-r' option to record your installation. For example, if you had copied the Origin setup files to C:\Origin75 on computer "A", then run: \\A\Origin75\Setup.exe -r This will record the Origin setup steps. When you run the setup, make sure you install into a drive that exists for all potential Origin users. 4) Locate the setup.iss file created by the recording process in the Windows folder on computer "A". Move this file to the Origin Setup folder. 5) There are two options to make this recording available to users: a. Create a Silent Shortcut to Setup.exe by adding the '-s' option: "\\A\Origin75\Setup.exe" -s Email this shortcut to all users. (They must be on the network and they must be able to see \\A.) Ask these users to run the shortcut. -- alternatively -- b. Ask the users to run: "\\A\Origin75\Setup.exe" -s from the command window on their computer. Important Note: When a user installs the Stand-alone from the recording, the resultant Origin will be an Origin Server, not a Stand-alone. However, you can
Getting Started Installing and Distributing Origin • 12 convert the Origin Server to a Stand-alone by deleting the resultant \ClientSetup subfolder.
Distributing Origin, Benefits and Tips The silent install techniques discussed in the previous section are useful because the Origin user does not need to know / enter the Origin Concurrent Network serial number to complete the installation. Another method to accomplish this is to install an Origin Client or a Stand-alone Origin on a network computer, and then copy the resultant Origin Client or Origin Stand-alone program folder to other members of the Concurrent Network (or have them take a copy). If you use this technique for distributing an Origin Client, you need to make sure that when you run the Origin Server's \ClientSetup\Setup.exe, that you browse to the folder using a UNC path. Also, when using this technique to distribute an Origin Client or an Origin Stand- alone, you need to select the "All Users" option on the "All Users or Current User" installation page. Origin also supports software distribution environment/tools such as NetInstall and SMS. You may want to consider the following customizations before distributing an Origin Client or Origin Stand-alone:
Pre-setting the FLEXlm Server Location An Origin Client always reads the location of the FLEXlm server by reading the OLICENSE.LIC file in the Origin Server program folder. This Origin Server OLICENSE.LIC file gets updated with the FLEXlm server name after you start the Origin Server once, and successfully specify the FLEXlm server host name or IP address in the License Information dialog box. (This is why you start the Origin Server once, before starting any Origin Clients.) So for the Origin Client, there is no need to pre-set the FLEXlm server location prior to distributing an Origin Client. This is handled automatically through the Origin Server. But for the case of distributing an Origin Stand-alone, you can pre-set the location of the FLEXlm server prior to distributing. Here is a method for accomplishing this: 1) Install an Origin Stand-alone, such as into: C:\Program Files\OriginLab\Origin75\ 2) Run the Origin Stand-alone and set the User Files Folder as: C:\Program Files\OriginLab\Origin75\TEMP 3) You will then see a License Information dialog box. Enter the FLEXlm server name or IP address and click Update. You should see a "success" message. 4) Close the Origin Stand-alone. 5) Now manually copy the OLICENSE.LIC file from the C:\Program Files\OriginLab\Origin75\TEMP folder and paste it into the C:\Program Files\OriginLab\Origin75\ folder (folders from above). When doing this, over-write the previous OLICENSE.LIC file in the C:\Program Files\OriginLab\Origin75\ folder. 6) Delete the \TEMP subfolder.
Getting Started Installing and Distributing Origin • 13 7) Now you can copy/distribute this entire C:\Program Files\OriginLab\Origin75\ folder and subfolders to a new computer. When a user starts this distributed Stand-alone Origin, they will not see the License Information dialog box.
Pre-registering Registration is optional for members of a Concurrent Network. However, registration is required for technical support. Registration also activates the Help:Check for Updates menu command. This command can be used to check for updated Help and other support files, as well as patches.
To pre-register an Origin Client prior to distribution: In the Origin Server | Origin Clients model, you can register the Origin Server by using the Registration dialog box that opens the second time you run the Origin Server, or by selecting Help:Register Online from the Origin Server's menu. Once you have registered an Origin Server, you can pre-set an Origin Client (that you will be distributing) to share the Registration ID of the Origin Server. To do this, open the ORIGIN.INI file located in the Origin Client program folder. You can open this file in a text editor such as Notepad. Find the [Registration] section, and then edit the value of the RegClientLikeServer key. RegClientLikeServer = 1 If this is present, then the Registration dialog box will not appear during startup of the Origin Client, and if the Origin Server is registered, then the Origin Client will share the same Registration ID as its Origin Server.
To pre-register an Origin Stand-alone prior to distribution: Pre-registration of an Origin Stand-alone is not as simple as the Origin Client, but can be done by following the steps in "Pre-setting the FLEXlm Server Location" on page 13, but add this step between steps 3 and 4: ==> Select Help:Register Online and use the Registration dialog box to register this Origin. When you do this, the OLICENSE.LIC file in the User Files Folder (in this example, it is C:\Program Files\OriginLab\Origin75\TEMP) gets updated with the Registration ID. In step 5, you are then copying this file back into the Origin program folder. This ensures that the updated OLICENSE.LIC file (with both FLEXlm server and Registration information) will be read when your user starts Origin.
Pre-setting the User Files Folder The User Files Folder is the default location for saving and opening Origin supported files. Typically, users have unique User Files Folders, for opening and saving their work. When distributing an Origin Client or an Origin Stand-alone, you can preset the User Files Folder for each Windows log in user. To do this, you need to edit the ORIGIN.INI file located in the Origin Client or Origin Stand-alone program folder that you plan to distribute. To do this, open the file in a text editor such as notepad. Find the [UserFiles] section, and then edit the value of the Path key. Path = 1 // set user files folder to
Getting Started Installing and Distributing Origin • 14 Path = 3 // You can set the user files path to a specified path. See example below. Do not put double quotes around the path. Path=C:\Program Files\OriginLab\Origin7.5\DataFiles // You can set the user files path to a specified path with %s. %s will be substituted with the logon user name. Do not put double quotes around the path. Path=C:\Program Files\OriginLab\Origin7.5\%s\DataFiles
Installing Origin on a Terminal Server You can install an Origin Stand-alone on a terminal server or other file server and have users run the Origin Stand-alone using a terminal services client. When you install the Origin Stand-alone, you should select the "All users" installation option when prompted. In regard to the FLEXlm management, you can install the FLEXlm license server and set up your FLEXlm service on this same terminal server, or you can install it on another machine which has a network connection to the terminal server machine. The FLEXlm service will count the number of terminal services clients running the Origin Stand-alone, and will restrict concurrent usage based on the purchased number which is in the license file. The first time a terminal services client runs the Origin Stand-alone, they will be asked to specify a User Files Folder. They will also be asked the location of the FLEXlm license server. If you choose to, you can preset each terminal services client User Files Folder and you can preset the location of the FLEXlm license server. To learn how to do this, please review the following: "Pre-setting the User Files Folder" on page 14. "Pre-setting the FLEXlm Server Location" on page 13. (See the Origin Stand- alone information.)
Getting Started Installing and Distributing Origin • 15 Running Origin for the First Time
Starting the Origin Server before the Origin Clients If you have installed the Origin Server | Origin Clients model, you must start the Origin Server and successfully specify the FLEXlm server in the License Information dialog box, before starting any Origin Clients. Once you have done this, you should close the Origin Server, as it is using up one of your concurrent licenses.
Selecting a User Files Folder When you first start an Origin Client or Stand-alone, you are asked to select a User Files Folder. The User Files Folder is the default location for saving and opening Origin supported files. It is Windows log in user specific. When you start an Origin Server, you are not asked for a User Files Folder. This is because the Origin Server is not intended for use by multiple users. The Origin Server program folder is the default save and open folder.
Distribution Note: If you are distributing an Origin Client or Stand-alone, and you want to pre-set the User Files Folder so that users are not asked to specify this at first Origin start-up, then please review the following section: "Pre-setting the User Files Folder" on page 14.
Specifying the FLEXlm Server The first time you start an Origin Server or Origin Stand-alone, you will see a License Information dialog box, requesting that you enter the FLEXlm server name or IP address. Also, if you have added a port number on the VENDOR line of your license file, such as because of a firewall, you will need to enter the port number in this dialog box as well.
Getting Started Running Origin for the First Time • 16 After entering the FLEXlm server details and clicking Update, you should see a "success" message. When you start an Origin Client, you do not see the License Information dialog box. This is because the Origin Client reads the location of the FLEXlm server by reading the OLICENSE.LIC file in the Origin Server program folder. This Origin Server OLICENSE.LIC file gets updated with the FLEXlm server name after you start the Origin Server once, and successfully specify the FLEXlm server host name or IP address in the License Information dialog box.
Distribution Note: If you are distributing an Origin Stand-alone and you want to pre- set the FLEXlm server so that users are not asked to specify this at first Origin start- up, then please review the following section: "Pre-setting the FLEXlm Server Location" on page 13.
Getting Started Running Origin for the First Time • 17 Sharing Custom Origin Files
Introduction You can customize Origin to better meet your users' needs by providing the users with new Origin features and by customizing built-in features. Please review the following sections to learn more about this. Further information is available in the Origin and Programming Help files (from the Origin Help menu).
Customizing Origin Files You can customize Origin to better meet your users' needs by customizing built- in graph and worksheet templates, initialization files, theme files, and other support files. The following table lists the support files that you can customize, along with a description of how the Origin Client accesses each file. For the Origin Stand-alone, each file is accessed in the following way: The Origin Stand-alone first searches the Windows log in user's User Files Folder. If the file is not found, then the Origin Stand-alone searches the Origin Stand-alone program folder.
File Type File Description Origin Server | Origin Clients File Usage OTP, OTW, Customizable template files used by Origin Origin Client uses Origin Server's templates. OTM for data manipulation and graphing operations. INI Initialization files used by Origin. INI files are copied to the Origin Client User Files Folder when the Origin Client first runs. Subsequent Updates to the Origin Server's INI do not overwrite the Origin Client INI. CNF Configuration files used by Origin. CNF files are copied to the Origin Client User Files Folder when the Origin Client first runs. Subsequent updates to the Origin Server CNF overwrite the Origin Client CNF. OGS Script Files in various data manipulation and OGS files are copied to the Origin Client User Files graphing operations. Origin ships with a Folder when the Origin Client first runs. number of built-in OGS files. Users can Subsequent updates to the Origin Server OGS overwrite write their own custom OGS files. the Origin Client OGS. OTH (Theme) Themes are groups of style and format OTH files are not copied to the Origin Client. Origin options used to change the appearance of Client uses Origin Server themes. new or existing graphs. OIF (Origin Import Filters are used to import ASCII, OIF files are not copied to the Origin Client. Origin Import Filter) binary, and custom data types into Origin. Client uses Origin Server import filters. They must be user-defined.
Getting Started Sharing Custom Origin Files • 18 File Type File Description Origin Server | Origin Clients File Usage FDF Fitting functions. Origin ships with a If an FDF is defined on the Origin Server before number of built-in fitting functions. Users installing the Origin Client, the FDF is copied to the can also define their own functions. Origin Client. Once the Origin Client is installed, modified/new FDF files are distributed from the Origin Server to Origin Clients by copying the Origin Server's NLSF.INI to the Origin Client's User Files Folder. Then the modified/new FDF will be visible to the Origin Client.
Sharing New Tools If you have a custom application that has many files, or if the files exist in a folder structure that you want to maintain, you can pack all the files into a single Origin Pack file (of type *.OPK) and make that OPK available to users in your Concurrent Network. The process for packing and unpacking OPK files is discussed in the Origin Help file (Help:Origin). To share your OPK file with other members of the Concurrent Network, you can provide the OPK to each user and have them install the OPK individually. Users can install the OPK by dragging the OPK onto their running Origin program window, or by installing from the Origin Tools:Pack/Unpack OPK Files menu command. Furthermore, if you have set up the Origin Server | Origin Clients model, you can automate installation of the OPK for all Origin Clients. And if you have set up the Origin Stand-alones model, or if you are preparing an Origin Stand-alone for distribution, you can provide the OPK such that it gets installed for each Windows log in user on that Origin Stand-alone machine. To learn how to do this, please review the following information.
Origin Server | Origin Clients 1) In the Origin Server program folder, manually create a subfolder named: All Users Thus, if you installed your Origin Server to this path: C:\Program Files\OriginLab\Origin75Server Then manually create this folder: C:\Program Files\OriginLab\Origin75Server\All Users 2) Copy your OPK file to the \All Users folder. Now when an Origin Client runs, the Origin Client will automatically install (or update) the OPK file.
Origin Stand-alone The Origin Stand-alone procedure is the same as the Origin Server procedure above, except you create the \All Users folder in the Origin Stand-alone program
Getting Started Sharing Custom Origin Files • 19 folder. Then when a Windows log in user starts the Origin Stand-alone, the OPK is installed (or updated) into their User Files Folder. This procedure is most useful when you plan to distribute an Origin Stand-alone. You would thus set up the \All Users folder with your OPK file prior to distribution. For more information on distribution techniques, please review: "Distributing Origin, Benefits and Tips" on page 13.
Getting Started Sharing Custom Origin Files • 20 License Borrowing
Your FLEXlm Concurrent Network management supports borrowing. This means that Origin Stand-alones (NOT Origin Clients!) can detach from the FLEXlm server and still run Origin for a limited time. By default, the maximum allowed borrow time is one week. This maximum time is encoded in the license file you obtain from the OriginLab website. If you require a shorter or longer maximum borrow time, please notify OriginLab Technical Support ([email protected]) and we can provide you with an updated license file with the requested borrow time. Please note that we cannot provide license files with borrow times set to more than one year. To check how many of the concurrent licenses are being used in borrow mode, run LMTOOLS and select the Server Status tab. Then click Perform Status Enquiry. Users who are running an Origin Stand-alone in borrow mode will be listed with a "linger time". This is the time, in seconds, until the borrowed license expires. To learn how to restrict users from borrowing, see "Restricting Origin Use with an Options File" on page 7.
To borrow an Origin Stand-alone, your user must perform the following procedure: 1) Start the Origin Stand-alone while your computer is connected to the FLEXlm license service. 2) Select Help:About Origin. 3) Click the License button in the About Origin dialog box. 4) Click the Borrow button. 5) Select the Number of Days to Borrow from the drop-down list. 6) Click Request Now. Now you are running your Origin Stand-alone in "borrow mode". You can continue to run in borrow mode while still connected to the FLEXlm license service. However, you must make sure you do not restart Origin while still connected to the FLEXlm license service, as Origin will automatically check the borrowed license back in. So you need to perform steps 1 - 6 and then disconnect from the network before restarting the Origin Stand-alone.
A Note on Roaming User Profiles: Roaming profiles are not supported by the FLEXlm license borrowing feature. However, borrowing can be made to work with roaming profiles if you use the following procedure:
To borrow a license: 1) Log in to the computer using your roaming profile (computer is connected to network.). 2) Start your Origin Stand-alone and borrow a license. 3) Close Origin.
Getting Started License Borrowing • 21 4) Disconnect from the network, then shut down the computer. (By disconnecting before shutting down, you keep the profile local instead of storing it on the roaming- profile-server.)
To check in a borrowed license: 1) Start the computer and log in using your roaming profile (WITHOUT connecting to the network). 2) Reconnect the computer to the network. 3) Start your Origin Stand-alone. It will automatically return the borrowed license.
Getting Started License Borrowing • 22 Frequently Asked Questions
How do I find the location of the User Files Folder? The User Files Folder is Windows log in user specific. It is selected the first time a log in user runs an Origin Client or Stand-alone. It serves as the default location for saving and opening Origin files. To get the User Files Folder path for a particular log in user, do the following: 1) Log into Windows with the correct log in account. 2) Start the Origin Client or Stand-alone. 3) Open the Script window (Window:Script Window) and enter the following command: %y= (then press the ENTER key) Origin will return the path to the User Files Folder for this log in account.
I need to install the Origin Server on a new machine. How do I update the Origin Clients? The ServerPath.INI file located in each Origin Client program folder contains the path to the Origin Server. An example ServerPath.INI file is provided below. In this example, the Origin Server is located on a server machine with host name "Conference". [ServerPath] ServerPath=\\Conference\OriginPro75Server\ [ClientPath] ClientPath=C:\Program Files\OriginLab\OriginPro75Client\
If you need to install the Origin Server to a new machine, you need to edit each Origin Client's ServerPath.INI file with this new location. If you distributed the Origin Clients or used Silent Install, then each Origin Client is located in the same path on the respective computer (thus the ClientPath key is the same in each INI file). You can thus update one ServerPath.INI file with the new Origin Server host name, and distribute this updated file to all the Origin Client machines.
I need to install the FLEXlm server on a new machine. How do I proceed? First, you need to contact OriginLab Technical Support ([email protected]) so that you can obtain a new license file. You should then install a FLEXlm server on the new server machine and set up the service for managing your Origin Concurrent
Getting Started Frequently Asked Questions • 23 Network. Then when no users are running Origin, you should stop the previous FLEXlm service. Next, you need to update the Origins to the new FLEXlm server. ==> If you set up the Origin Server | Origin Clients model, then you only need to re- start the Origin Server. The Origin Server's License Information dialog box will open, because the previous FLEXlm service is not running. Specify the new FLEXlm server host name or IP address in the License Information dialog box and click Update to complete the process. When your users start their Origin Clients, the Origin Clients will read the new FLEXlm server location from their Origin Server. ==> If you set up the Origin Stand-alone model, then each user needs to be told the new FLEXlm server host name or IP address to enter in the License Information dialog box when they start their Origin Stand-alone. Alternatively, if you distributed an Origin Stand-alone, then you can re-start an Origin Stand-alone on one machine and enter the new FLEXlm server host name or IP address and click Update. Once this is successfully done, you can then distribute the updated OLICENSE.LIC file located in your User Files Folder for this Origin Stand-alone. You would need to distribute it to each Origin Stand-alone's Origin program folder.
New Windows log in users see the License Information dialog box when starting the Origin Stand-alone. How can this be prevented? After a Windows log in user successfully specifies the FLEXlm server host name or IP address in the License Information dialog box, then the OLICENSE.LIC file located in this Windows log in user's User Files Folder gets updated. So if you have multiple Windows log in users running the Origin Stand-alone on this same machine, you can copy the OLICENSE.LIC file from the User Files Folder of someone who has already licensed the Origin, and paste it into the Origin Stand-alone program folder.
The License Information dialog box re-opens when I enter the FLEXlm server host name. How do I fix this problem? 1) Check that the FLEXlm license service is running properly. 2) Check that the computer has a connection to the FLEXlm server. 3) Check if the FLEXlm server has an "internet connection firewall" activated with no "exceptions" set. Windows XP (perhaps other Windows OS) has its own "internet connection firewall" which, when activated without exceptions, will prevent Origin installed on other computers from connecting to the FLEXlm service. To check for this, perform the following steps on the FLEXlm server: a. Open Control Panel and double-click on Security Center. b. Click on Windows Firewall. The General tab on the Windows Firewall dialog box should show the status as "On (recommended)" and the "Don't allow Exceptions" check box should be unchecked. c. On the Exceptions tab, use the Add Program button to add LMGRD.EXE and ORGLAB.EXE. You can use the Browse option to locate these programs in your
Getting Started Frequently Asked Questions • 24 FLEXlm server's \Servers subfolder. After you add these programs, they should appear in the exceptions list with their check boxes selected. 4) Check if there is a firewall (different from issue 3 above) between the Origin Concurrent Network member's computer and the FLEXlm server. If there is a firewall, then you need to ask your Systems Administrator to open a port in the firewall and tell you the port number. Once this has been done and you know the port number, then you should do the following: a. Stop the FLEXlm service. b. Open the Origin license file in a text editor such as Notepad, and edit the VENDOR line as follows, replacing PortNumber with the port number that is open. VENDOR orglab port=PortNumber For example, if the port number is 6160, you would edit the VENDOR line like this: VENDOR orglab port=6160 c. Then save the license file and restart the FLEXlm service so that it reads the updated license file. d. Now restart your Origin Server or Stand-alone. In the License Information dialog box, enter the following: For FLEXlm server: Enter the FLEXlm server's host name or IP address For TCP/IP Port: Enter the port number from the VENDOR line in license file Then click Update. You should see a success message.
When I start an Origin client, Notepad is opening reporting that the license file is missing or incorrect. How do I fix this problem? 1) Before you run an Origin Client, you must first run the Origin Server and specify the FLEXlm server name in the License Information dialog box. When you do this, your Origin Server should report that the license file was successfully updated. 2) Check that the FLEXlm license service is running properly. 3) Check that the computer has a connection to the FLEXlm server. 3) Check if the FLEXlm server has an "internet connection firewall" activated with no "exceptions" set. Windows XP (perhaps other Windows OS) has its own "internet connection firewall" which, when activated without exceptions, will prevent Origin installed on other computers from connecting to the FLEXlm service. To check for this, perform the following steps on the FLEXlm server: a. Open Control Panel and double-click on Security Center. b. Click on Windows Firewall. The General tab on the Windows Firewall dialog box should show the status as "On (recommended)" and the "Don't allow Exceptions" check box should be unchecked. c. On the Exceptions tab, use the Add Program button to add LMGRD.EXE and ORGLAB.EXE. You can use the Browse option to locate these programs in your FLEXlm server's \Servers subfolder. After you add these programs, they should appear in the exceptions list with their check boxes selected.
Getting Started Frequently Asked Questions • 25