Table of Contents

Section A: Installation Guide A1. SELECT XM License a) Standalone workstations b) Networked workstations a. Using a Bentley SELECT license server b. Using a local SELECT license server c. Local license Server installation

Section B: Troubleshooting B1. SELECT License Configuration B2. How can I get a Standalone License for AutoPIPE XM? B3. How can I Activate AutoPIPE XM Edition? B4. How can I run my 2004 Edition with SELECT Server XM? B5. V8 XM Licensing Questions and Answers Licensing Usage Reporting SELECT Server Application Security Concerns Bentley Policy

B6. Moving to SELECT Server XM Edition Introduction B7. I have lost my Network Server connection, can I still run the program if I have not checked out a license? B8. Features of the IEG Security B9. My AutoPIPE XM or pre XM cannot find a license

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A1. SELECT XM License a) Standalone workstations

Overview This is for installations which do not use the internet or network to authenticate the Bentley SELECT License which is required to run AutoPIPE. In order to complete the installation, your SELECT license file (*.XML) will be required.

Instructions a) Install AutoPIPE To install AutoPIPE ensure you have logged in with an account that has administrative privileges. If you are unable to log in with a suitable account, then contact your network administrator to login and perform the installation. Insert the CD for AutoPIPE which should automatically run an introduction application from which you can start the AutoPIPE installation. If the introduction application does not begin, then use My Computer to browse to the CD and double click on the file Setup.exe which is in the product\install folder of the CD. The dialog below will appear and it is recommended to install all options then click on the Next> button.

The Setup will start and finish with the display of the readme_autopipe.htm file. Note: On some Windows Vista and Windows 7 machines, it is observed that trying to select a different installation path can crash or hang the installer. It is caused by some compatibility issues between InstallSheild script and Windows Vista/7 in certain configurations. Please follow steps mentioned below to resolve this issue:

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1) Right click on setup.exe and select Properties. It will pop up Setup Properties dialog 2) Select Compatibility tab 3) Check "Run this program in compatibility mode for:" option and select Windows XP (Service Pack2) 4) Hit ok to save these properties and close this dialog 5) Run setup.exe b) Adding a Standalone License file You will need your Bentley SELECT license file (*.xml), which has been supplied. If you do not have it please contact your AutoPIPE software supplier Copy the license file in your hard disk. Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool as shown below:-

If this is being set for the first time, then the following message is displayed:-

Click on the OK button and the following dialog box is displayed

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As this is for a local license, click on the Cancel button to cancel the Options dialog box and it is replaced with the License Management Tool, thus:-

Click on the menu item File | Import to open the Import License File dialog box, thus:-

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Browse to the location of the license file (.xml) file, select it and click on the Open button to import the license file. If the file is successfully imported, the available licenses are displayed thus:-

The security is now in place. The installation is complete and AutoPIPE is ready for use. When AutoPIPE is launched the following message is displayed, click Yes and a localhost servername will be set for the standalone license to be active which will allow the program to be authorized.

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Go to Start | Programs | Bentley AutoPIPE XM | SELECT License Management Tool will display the following Server information. If switching to a floating license server then this server information will need to be updated.

b) Networked workstations a. Using a Bentley SELECT License Server

Overview This is for installations which use a Bentley Server to authenticate the Bentley SELECT License, which is used to run AutoPIPE. In order to complete the installation, the SELECT Server Name and Site Activation key will be required. If you do not have this, please contact your AutoPIPE software supplier.

Instructions a) Install AutoPIPE

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Follow the instructions of Installing a Standalone Workstation, a) Install AutoPIPE in the preceding section.

b) Adding the Bentley SELECT Server activation code Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool as shown below:-

If this is being set for the first time, then the following message is displayed:-

Click on the OK button and the following dialog box is displayed

As this is for a Bentley SELECT Server, enter the name and Site Activation Key for the server that you will have been issued e.g.:Server Name: licensexm.bentley.com Site Activation Key: 1234567890ABCDE

Click on the Verify button to confirm that the entries are correct.

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Click on the OK button to accept the settings which then display the License Management Tool with all the licenses that are available in the top window.

The security is now in place. The installation is complete and AutoPIPE is ready for use.

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b. Using a local SELECT License Server

Overview This is for installations which use a local server to authenticate the Bentley SELECT License, which is used to run AutoPIPE. In order to complete the installation, the SELECT Server Name and Site Activation key will be required. If you do not have this, please contact your network administrator. Details of setting up the SELECT Server are covered in the next section. Instructions a) Install AutoPIPE Follow the instructions of Installing a Standalone Workstation, a) Install AutoPIPE in the preceding section.

b) Adding the Bentley SELECT Server activation code Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool as shown below:-

If this is being set for the first time, then the following message is displayed:-

Click on the OK button and the following dialog box is displayed

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As this is for a Bentley SELECT Server, enter the name and Site Activation Key for the server that you will have been issued e.g.:Server Name: LocalServerName Site Activation Key: 1234567890ABCDE

Click on the Verify button to confirm that the entries are correct. Click on the OK button to accept the settings which then display the License Management Tool with all the licenses that are available.

The security is now in place. The installation is complete and AutoPIPE is ready for use.

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c. Local License Server Installation

Overview This is for installations which use a local server on the client network to authenticate the Bentley SELECT License which is required to run AutoPIPE. Instructions 1) Obtain your SELECT ID. This will be supplied by your Bentley software supplier. 2) Using your web browser, go to the URL:http://appsnet.bentley.com/myselectcd/

3) Download the SELECT Server XM Edition 4) Run this installation on the server that is to be the Bentley SELECT Server. Full details of the SELECT Server installation are included in the download.

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Section B: Troubleshooting

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B1: SELECT based license Configuration

Select License Information is not yet configured or incomplete The above message means that the SELECT server has not been configured or license information is incomplete. To rectify this error go to Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool.

The License Management Tool message will come up as shown next.

Click on OK and the following dialog box is displayed:-

You will need to key in the Server Name and the Site Activation Key. After typing in that information, click on Verify and you will get a message verifying the server name and the activation key. You will also be able to see the available licenses

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B2: How can I get a Standalone License for AutoPIPE XM?

You must have Internet access and a proper SELECT ID and password to get a license from Bentley at http://selectservices.bentley.com or from Bentley Sales Support (formerly Bentley Administration Center) by email, phone, or Fax. Once you have received the license there is no need for an Internet connection until it expires (if it expires). If you do not have an Internet connection at the computer with AutoPIPE, you can import license(s) by using the Bentley License Management Tool at Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool. For a standalone license (User locked license), it is not necessary to send the usage log unless otherwise asked by Bentley. In order to send the usage log, you must have an Internet connection at the usage computer. It is bound to a User SID and not a User Name. SIDs are long alpha numeric numbers like S-1-5-21 953463015-1924512962-2519238931-23054. There are two different ways you can log into a computer: As a domain user: The SID for the domain user is the same irrespective of the computer you logged in. As a local user: The SID for a local user would most likely be different in different computer even if it has same user name and same access privileges. Note: If the user wants to change the User locked license to someone else, they must contact BAC.

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B3: How can I Activate AutoPIPE XM Edition?

Product activation is achieved by connecting to a SELECT Server and receiving verification that your SELECT Server Name and Activation Key are correct. This document describes how to configure AutoPIPE XM Edition for activation. After initial configuration, AutoPIPE XM Edition automatically and transparently tries to activate each time it runs. If your organization chooses to run SELECT Server First access the Options dialog box of AutoPIPE XM Edition's License Management Tool. You can do so in two ways: 1. The License Management Tool's Option dialog box displays if Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool. Choose Tools > Options to open the Options dialog box. OR 2. From the Tools menu in AutoPIPE XM Edition, choose Tools > Settings > License Management Tool to open the License Management Tool. Choose Tools > Options to open the Options dialog box. Secondly, in the SELECT Server tab of the License Management Tool's Options dialog, enter the server name of your SELECT Server installation as well as your Site Activation Key. This information, along with any possible Proxy Configuration information, can be obtained from your Site Administrator. Important note for System Administrators: AutoPIPE XM Edition requires Bentley SELECT Server XM Edition and will not run with Bentley SELECT Server 2004 Edition (V8.5.2 and earlier). Bentley SELECT Server XM Edition can be obtained from the Downloads/MySELECT CD area of SELECTservices Online. Please note that you need to obtain a new license file for Bentley SELECT Server XM Edition. Contact the Bentley Administration Center that services your area for information on upgrading your current Bentley SELECT Server 2004 Edition license file. If your organization does not run SELECT Server If your organization does not run SELECT Server, then you need to activate AutoPIPE XM Edition online against a server hosted by Bentley. Please note that this requires an active Internet connection at least for the initial activation. First, access the AutoPIPE XM Edition's License Management Tool's Option dialog box via one of the two methods described in the "If your organization runs SELECT Server" section. Secondly, in the SELECT Server tab of the License Management Tool's Options dialog, enter the URL and the Site Activation Key provided to you by the Bentley Administration Center. Additional configuration may be necessary if you are running a Proxy server. Important note: If the workstation on which AutoPIPE XM Edition will be running does not have regular access to the Internet for periodic activation, then consider utilizing a checked-out termed license from the Bentley hosted server. AutoPIPE XM Edition will not attempt to activate for the duration of the termed license. Please see the AutoPIPE XM Edition Installation and

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Authorization > License Management Tool help topic of the Getting Started section of the Help documentation for details on obtaining a checked out license.

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B4. How can I run my 2004 Edition with SELECT Server XM?
You do NOT have to be running XM Edition applications to take advantage of the new SSXM system. You could choose to run the new server with Gateways even if you are not running any XM applications. With that said, you have three different options for activating and licensing XM Edition applications: 1. Deploy and manage your own SELECT Server XM Edition - This would include the deployment of SSXM Gateways for accounts that are using our products today. The Gateway acts as a proxy for the existing SELECT Server and allows for existing applications (i.e., 2004E) to work as they do today without having to relicense them for the new SELECT Server XM (as long as the Gateway is installed on the same machine they are using today). In addition, desktop applications and the deployed SELECT Server are designed to connect and post usage logs daily. But such postings are only required once per month to maintain activation. So the connectivity requirements are: a) constant connection between pre-XM applications and their Gateway. b) at least one (LAN) connection every 30 days between an XM app (including a Gateway) and a deployed SELECT Server. and c) at least one Internet connection every 30 days between a deployed SSXM and Bentley's back office. In cases where a deployed SSXM can never have a connection to the Internet, we have a manual alternative for posting logs and getting license updates. 2. Bentley Hosted Licensing - Alternatively, users of XM applications can have Bentley host licensing for them. In this case, we provide a hosted SELECT Server Site(s) for the account that they activate their XM applications against. The only requirement that is different than above is that they would have to allow Internet connectivity at least once monthly for each machine that is running an XM Edition application, including servers. 3. Non-SELECT users - Non-SELECT users of Bentley XM Edition applications will activate their products against a hosted activation site. This requires a one-time Internet connection in order to download a license, thereby activating the product.

Setup the Gateway Configuration After downloading and installing the SELECT Server XM Edition software from Bentley SELECT website. Go to Start | Programs | Bentley | SELECT Server | SELECT Server Gateway Configuration Enter the Server Name and site activation code the press Verify. No warning messages indicates successful gateway established.

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Note: The older SELECT licenses (*.lic) must also be installed. Start the Gateway Service Go to Start | Control Panel | Administrative Tools | Services Check the Bentley SELECT Server Gateway is started, if not open the service and click the Start button

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B5: V8 XM Licensing Questions and Answers

Licensing

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Will I have to re-license my MicroStation seats for the V8 XM Edition? All of Bentleys V8 XM Edition applications take on a new implementation of licensing, enabled exclusively through SELECT Server. However, you should be able to replace your existing SELECT Server with a SELECT Server XM Gateway (see below). As long as the server name is maintained, you eliminate the need to make changes to each preXM application. What is Product Activation? Product activation is the act of authenticating a product for entitled use. V8 XM Edition applications are equipped, by default, with three behavioral states Trial, Activated, and Deactivated. The Trial period begins with installation and ends after the trial period license has expired or with Activation, which ever comes first. During the Trial period, most applications run in full-functioning mode, with no limitations applied to their activated state. Some applications like AutoPIPE do not have a trial period available. Note: A standalone evaluation or node lock license can be requested from the sales team. An application is activated when it is licensed, which is most commonly achieved by connecting to a valid SELECT Server. An application can return to Trial mode if its licensing server cannot be found. An application will reach its Deactivated state only when the Trial period has lapsed and the product has not been activated. In its Deactivated state, an application generally runs for a short period of time and then stops e.g. Microstation however applications like AutoPIPE run in a DEMO mode (20 node limit). How does activation work for a large site? Will SELECT Server V8 XM allow a system administrator to activate machines in batch mode? SELECT Server V8 XM works strictly on a pull basis there is no way for SELECT Server to initiate an activity on the client machine. This means that SELECT Server cannot be used to pre-activate a desktop application. Support for Microsofts Group policy is built in, however. We will deliver a Group Policy file that will allow the administrator to specify the SELECT Server and Activation Key on an Active Directory/NT Domain group level. How is a Site, as defined by a Bentley SELECT Agreement, used in V8 XM Licensing? V8 XM Edition applications, including SELECT Server V8 XM Edition, understand the concept of a SELECT Site. The requesting application identifies itself with a Site. If the license server manages that Site, and has a corresponding Product entry in the license file, then the request will be granted.

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In other words, if you belong to a Site and your SELECT Server has a license for the application youre trying to use, you'll always get a license. If you don't belong to the Site, then you won't get access to the applications that Site has to offer. Are routine changes to my SELECT Server licenses automated? The system has been designed under the premise that one server exists per site, therefore, when you order additional products, the system will automatically add them to the server license and queue it up for download to SELECT Server. Can I get a node-locked license for AutoPIPE XM? Bentleys current node-locked licenses will be replaced by stand-alone licenses generated and distributed by Bentleys hosted license services. Like node-locked licenses, hosted stand-alone licenses will be permanent and will be tied to the application and computer they are used to activate. Do node locked licenses have to check into the Bentley hosted licensing server every 30 days? No. Non-SELECT, permanent licenses are essentially checked-out licenses tied to a particular machine name and carry an indefinite term. What is a Pooled License? A pooled license is a floating license, centrally managed by SELECTserver. A desktop application can draw its license from a SELECTserver pool of licenses located at the SELECT site. A pooled license is not permanently tied to an individual computer. This license type is available for MicroStation-based and stand-alone (non-MicroStation) applications. A pooled license is the most common type of license among SELECT accounts and is a major benefit of Bentley SELECT. Pooled licenses have a term that coincides with the renewal date of the SELECT Agreement. What is a CAL? A Client Access License (CAL) is a license for an explicit connection between a client machine and a single, licensed server. The CAL is similar to the server license model that Microsoft uses (see following definition from Microsoft). For Bentley, a CAL is defined in our EULA and is simply a guiding principle, not an actual license type that we sell. "Microsoft offers flexible, cost-effective options for licensing the Windows Server 2003 family of products. Similar to previous Windows Server licensing models, one server license is required for each copy of the server software installed. In addition, a Windows Server 2003 Client Access License (CAL) is required for each user or device (or combination of both) that accesses or uses the server software." What's the difference between a named user license and a CAL? A CAL is a unique connection between one user and one server. A named user license works universally, with any and all servers at a site. A named user license requires SELECT coverage and can be managed by SELECTserver. A CAL is enforceable only through the EULA.

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The Bentley model has the benefit of allowing all users unrestricted access to all server applications. If, for example, a site has 100 named users and 5 server applications, our licensing model permits the 500 user connections that are needed, if all users use all of the server applications. SELECT Server tracks the site license usage and reports information back to Bentley. If the site exceeds the license certificate usage currently agreed, then SELECT Server will still continue to provide licenses. The logs will then report the usage over and above the agreed baseline to Bentley in the next report. Is Bentley going to stop providing concurrent licensing? No, the introduction of named user licenses does not imply that Bentley is moving away from pooled (i.e., "concurrent") licensing. We do believe, however, that named user licensing and its universal approach to server access, is the most beneficial way to enable access to our ProjectWise servers. Bentley will continue to offer pooled licensing for our MicroStation and discipline-specific desktop applications. How does it work if we have 21 licenses and 30 users? I mean, is a license checked out for 30 days or so? If so, only the first 21 people will have a license and the remaining 9 won't get a license for 30 days. Right now it's rare that we run out of our 21 pooled licenses, in other words it's rare that 21 people are using AutoPIPE at the same time. The pooled behavior works essentially the same as it does now. You can have apps installed on as many machines as you wish and you have a "usage count" in the license file (called a "Site" on SELECT Server XM). There's a slight difference in the "handshake" between the client and the license server, though, in the new SSXM using IEG security. In your existing SELECT Server, the handshake is based on a license request from the client application and a corresponding license grant by the server. If successful, the client will emit a "heartbeat" as long as the session is open. This is how SS determines that the license is still in use and how it calculates and records the session time ("usage"). The problem with this model is that it requires this real-time connection to the license server and puts it in a precarious, mission-critical position. If this connection is broken or not available, users cannot get their applications to run. In SSXM with IEG Security, the model is similar except the license will remain with the open application for up to 48hrs even if disconnected from the server. If the application closes the license returns to the server pool. The client runs the application and records usage locally. When a daily connection is made with SSXM, the client posts its own usage log, essentially saying "this is what I used", including the app, version, and duration (Usages are tracked by machineID on an hourly basis). Note: The license can be checked out to the client for up to 90 days or longer using the License Management Tool.

Usage Reporting
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Is my company required to report application usage to Bentley? The transmission of usage logs to Bentley is a requirement with the advent of the SELECT Server XM Edition licensing configuration. Previous versions of SELECT Server have compiled and reported application usage but none have allowed for disconnected working as a default. SELECT Server XM Edition therefore introduces a brand new infrastructure and process for report transmission, automating the process and, thereby, removing any demands on the administrators time. This reporting function is very important to Bentley,

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as this detailed knowledge helps inform Bentley regarding: What products are in use Where to direct future development efforts to the benefit of the user base How to resource for future support services Furthermore, long-range development priorities can be also be better validated when Bentley understands how many users will benefit from a compelling new product or feature. Has this always been the case? No it was not previously mandatory however. the Bentley SELECT Agreement does entitle Bentley to periodically ask for usage reports on the applications covered under your contract. SELECT Server has provided an electronic means for optionally transmitting logs for several releases. What reports does SELECT Server now include? SELECT Server reports on application usage and version. The usage reports will allow the user and Bentley to determine which versions of which applications are being used at a site. Standard reports include: The Summary Report accounts for peak utilization of pooled applications, including the number of machines and the date the peak occurred. Daily Pooled Usage counts application utilization each day, including specific versions used. The Application Usage report details what applications ran on which machines. The Machine Usage report confirms which machines used a particular application. Application by User, which lists each application in use that requires a named user license and the user who used them throughout the reporting period. A monthly summary of the number of named users accessing Bentley tools. A summary of total server right-to-run licenses used during the reporting period. Are there any differences between the reports generated by a deployed SELECT Server and those transmitted to Bentley? The reports are essentially the same, although no proprietary account information is transmitted from the account to Bentleys Web Services. Instead, machine names generally viewable from an accounts administrative pages are replaced by machine SIDs, or security IDs. A SID is a one-way hash that provides a means for Bentley to uniquely identify a computer. A machine SID cannot be reverse engineered to produce its corresponding machine name. Can I tell what applications or machines are in use now (at this point in time)? SELECT Server V8 XM is no longer a real-time reporting, so reporting on a Sites current usage is not possible. The reason for this is that many disconnected machines may not have reported their usage statistics to SELECT Server and the server cannot make assumptions in the absence of a usage log. But SELECT Server can provide very accurate usage reports for previous days, assuming that client machines report in daily and send up their usage logs. Its also noteworthy that any checked-out license is recorded as in use at all times, meaning that usage is recorded for each hour of each day as long as the license remains checked out.

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Does the license server have to be connected to the internet - in order to transmit the usage report? Or can this report be generated on the server then copied to and sent from another computer? There is a manual process that is well documented in the SSXM Help. Usage logs can be saved manually and attached to an email or copied to media and mailed to Bentley. We will respond with an activation key to reset the SELECT Server MX, making sure that it records a successful manual usage report transmission.

SELECT Server V8 XM Application

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Why do I need SELECT Server? SELECT Server V8 XM is the exclusive enabler of several incremental SELECT licensing benefits, including the pooling of desktop licenses. Who is the recommended user of SELECT Server V8 XM Edition? A CAD or Systems Administrator is the typical user of SELECT Server. However, no special skills are required other than a general knowledge of the Bentley installation and the company network environment. What are the technical requirements for SELECT Server V8 XM Edition? SELECT Server XM Edition and SELECT Server XM Edition Gateway are support on the following operating systems Microsoft Windows 2000 Server (SP 4 or later) Microsoft Windows 2000 Advanced Server (SP 4 or later), Microsoft Windows 2003 Server Web Edition Microsoft Windows 2003 Server Standard Edition Microsoft Windows 2003 Server Enterprise Edition Microsoft Windows 2000 Professional (SP 4 or later) The following Operating Systems are also supported for the SELECT Server XM Gateway Microsoft Windows 2000 Professional Microsoft Windows XP Professional SELECT Server XM Edition also requires: Internet Information Servers (with ASP.NET support) .NET Framework 1.1 MSXML 4.2 SP2 or above SQL Server 2000, 2005 or MSDE with Service Pack 3 or higher Intel Pentium (or equivalent) processor or better TCP/IP Networking enabled 256MB RAM Minimum SELECT Server XM Edition Gateway also requires: .NET Framework 1.1 MSXML 4.2 SP2 or above Intel Pentium (or equivalent) processor or better TCP/IP Networking enabled 128MB RAM Minimum

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Does my SELECT Server need to be connected to the Internet? Yes, we recommend that SELECT Server V8 XM Edition has access to the Internet. This will make routine transactions, like transmitting usage reports and downloading updated license files, much more convenient. All transactions are performed under HTTPS protocol, so no proprietary information will be compromised. If a SELECT Server cannot maintain an Internet connection, it should be connected at least once per month to retain its activation. If a SELECT Server can never be connected, all license and usage report transactions will need to be performed manually. How is manual transmission between my disconnected SELECT Server and Bentley accomplished? If SELECTserver does not have a connection through which to transmit usage logs, manual transmission is possible. Usage logs will need to be exported and sent to Bentley via physical media (CD). Once received, Bentley will provide a confirmation code that will reset the deployed SELECT Server registry, indicating that logs have been sent. In the same manner, license changes will need to be sent manually from Bentley to the account, in order to replace the license file on a deployed SELECT Server. What if my network goes down and I cannot get a license? SELECT Server V8 XM is no longer a real-time license server, so if a connection is lost, licensed applications are still able to run in full-functioning mode. What happens to my checked-out license if my machine crashes or I lose my laptop? SELECT Server admin pages provide a way to backup checked-out licenses, so they can be retrieved and copied back to the client machine if necessary. In extreme cases, the System Administrator can revoke a checked-out license and return it to the pool. What is the SELECT Server Gateway? SELECT Server can manage V8 XM Edition products and pre-V8 XM applications, such as MicroStation V8 2004 Edition or MicroStation/J. For the latter, SELECT Server provides a gateway as a proxy for the current SELECT Server. It allows pre-V8 XM applications to communicate with the new SELECT Server. In fact, SELECT Server V8 XM Edition can extend several benefits of the new system to existing applications, including the thirty-day evaluation mode, extended periods for checked out licenses, and the reliability of a system built on standard Web-based server technology. Will my SELECT Server operate in a proxy server environment? Yes, SELECT Server will work in a proxy server environment in several ways. First, V8 XM applications will be able to communicate to SELECT Server V8 XM via a proxy server. SELECT Servers will also be able to communicate with Bentley.com Web services via a proxy server. Finally, SELECT Server V8 XM Gateway will be able to communicate with SELECT Servers via proxy servers.

Security Concerns
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Does Bentley remotely access SELECT Servers at a users site? No. All communication between a deployed SELECT Server and Bentleys Web Services

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are controlled by the account. What information is transmitted in a usage report sent to Bentley? There is no proprietary or personal information in usage reports that are transmitted to Bentley. SELECT Server supports the Secure Socket Layer (SSL), so all transmissions are secure. Desktop-to-SELECT Server Communications Product Activation / License Checkout Product ID Product Version Number MachineSID UserSID Windows Machine Name Windows Account User Name Activation Key Date and time application/tool was started Date and time application/tool was shut down SELECT Server-to-Bentley.com Communications License Request for a Deployed SELECT Server SELECT Server activation key SELECT Server serial number Windows Machine Name Usage Reports SELECT Server version number SELECT Server serial number SELECT Site ID Product (application/tool) ID Product (application/tool) version Max usages statistics MachineSID UserSID

Can I obtain a fail-over license to prevent against catastrophe? There will be no need to replace redundant licenses that have been issued for the purposes of fail-over or redundancy. SELECT Server V8 XM Edition is built on standard Microsoft technologies that are well-suited for clustering or other techniques used to safeguard application servers. In addition, SELECT Server V8 XM is no longer a real-time license server, so if a connection is lost, licensed applications are still able to run in fullfunctioning model. How will SELECT Server interact with the rest of my environment? All V8 XM Edition applications that are installed within the corporation will need to communicate with the SELECT Server V8 XM Edition. SELECT Server requires a database server, which can either be MSDE installed with SELECT Server or an existing SQL server machine. However, ORACLE is NOT supported. No special domain requirements exist. What network protocols will be used, and what ports will need to be open? SELECT Server uses HTTP and HTTPS. The SELECT Server Gateway still uses a proprietary protocol on port 3998 to communicate with pre-XM applications. In all cases Bentley applications will initiate the communications with the SELECT Server. Data flows from the client machine to SELECT Server. from SELECT Server it is summarized and usage logs are transmitted via secure web services to Bentley.com If network traffic should be encrypted, does SELECT Server perform that encryption? SELECT Server does not encrypt any data directly. It relies on Microsoft IIS and SSL to do any encryption. All network communications are standard network protocols and, as such, can be routed through any standard network security mechanism.

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Bentley Licensing Policy

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How is pooled usage defined? SELECT subscriber entitlement of pooled usage of Bentley desktop applications is defined in the Bentley SELECT Agreement (2004). SELECT Server reports usage based on 1hour intervals. Do I have to run a SELECT Server for every site I have? No. SELECT Server V8 XM Edition can manage multiple license files (i.e., Sites) from a single application server. All XM-based applications, however, are activated against one Site. This means that pools cannot be combined under the normal 2004 SELECT Agreement. What if I dont want to manage my own licenses? Bentley will offer a hosted license service, based primarily on SELECT Server V8 XM Edition and offering essentially the same services that a deployed SSXM offers.

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B6: Moving to SELECT Server XM Edition Introduction

A brand new SELECT Server, the XM Edition, is about to be released. SELECT Server XM Edition is required for XM-based applications, such as MicroStation V8 XM Edition or ProjectWise V8 XM Edition. It can also manage pre-XM applications, such as the V8 2004 Edition. As a SELECT subscriber, you have a choice to deploy SELECT Server XM Edition or have Bentley host your licenses for you. User Story 1 I manage an existing SELECT Account and I want to move to a deployed SELECT Server XM Edition. Note: SELECT Server XM Edition is required for XM-based applications, such as MicroStation V8 XM Edition or ProjectWise V8 XM Edition. It can also manage pre-XM applications, such as the V8 2004 Edition. Request desire to move to SELECT Server XM Edition to Bentley Sales Support (formerly Bentley Administration Center) by email, phone, or FAX.
Bentley Sales Support will:

Create a new SELECT Server entry for the desired Site(s) in the CRM system. Issue a unique Serial Number and server Activation Key for the accounts SELECT Server. Email the SSXM Serial Number and server Activation Key and the product Activation Key(s) for the requested Site(s) to the accounts system administrator. Change accounts contract status to note deployment of SELECT Server XM Edition. System Administrator will install SELECT Server XM Edition on desired server with an established an Internet connection. Activate the SELECT Server by inputting the Serial Number and server Activation Key and downloading the license for the Site(s). Install and activate a SELECT Server Gateway service for pre-XM applications, as required. Activate any XM applications directly to deployed SELECT Server XM using SELECT Server machine name and Site-specific product Activation Key provided by Bentley Sales Support. Note: Confirmation to Bentley of deployment of SELECT Server XM is represented by the first transmission of usage logs by the account, as early as one day after a successful deployment. Note: If a SELECT account so chooses, Bentley Professional Services is ready and able to assist with the migration to SELECT Server XM Edition, on a paid basis. Interested accounts should contact their Bentley account manager or Bentley Professional Services directly. User Story 2 I manage an existing SELECT Account and I want Bentley to host my licenses. Note: SELECT Server XM Edition is required for XM-based applications, such as MicroStation V8 XM Edition or ProjectWise V8 XM Edition. It can also manage pre-XM applications, such as the V8 2004 Edition. Request desire to have Bentley host licensing to Bentley Sales Support (formerly Bentley Administration Center) by email, phone, or FAX. Bentley Sales Support will: Create a new hosted SELECT Server Site(s) in the CRM system.

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Email the product Activation Key(s) for the requested Site(s) to the accounts system administrator. Enable access to SSXM administration pages for Site administrator. Change accounts contract status to note move to hosted licensing. If you have an existing deployed SELECT Server (e.g., 2004 Edition), it should be deactivated within a reasonable amount of time and replaced with a SELECT Server Gateway service. Install and activate a SELECT Server Gateway service for pre-XM applications, as required. Activate any XM applications directly to hosted SELECT Server XM using SELECT Server machine name and Site-specific product Activation Key provided by Bentley Sales Support. Note: Confirmation to Bentley of successful activation is represented by the first posted usage logs by the account, as early as one day after a successful deployment.

User Story 3 I want to evaluate SELECT Server XM Edition before I deploy it locally at my Site Note: SELECT Server XM Edition is required for XM-based applications, such as MicroStation V8 XM Edition or ProjectWise V8 XM Edition. It can also manage pre-XM applications, such as the V8 2004 Edition. Request desire to evaluate SELECT Server XM Edition to Bentley Sales Support (formerly Bentley Administration Center) by email, phone, or FAX.
Bentley Sales Support will:

Create a new SELECT Server evaluation entry for the desired Site(s) in the CRM system. Issue a temporary Serial Number and server Activation Key for the accounts SELECT Server. Email the SSXM Serial Number and server Activation Key and the product Activation Key(s) for the requested Site(s) to the accounts system administrator. Note evaluation of SELECT Server XM Edition in the account record in CRM. System Administrator will install SELECT Server XM Edition on desired server with an established an Internet connection. Activate the SELECT Server by inputting the Serial Number and server Activation Key and downloading the license for the Site(s). Install and activate a SELECT Server Gateway service for pre-XM applications, as required. Activate any XM applications directly to deployed SELECT Server XM using SELECT Server machine name and Site-specific product Activation Key provided by Bentley Sales Support. Note: Confirmation to Bentley of deployment of SELECT Server XM is represented by the first transmission of usage logs by the account, as early as one day after a successful deployment. SELECT Server evaluation keys are limited to 60-day terms and may be limited in the number of applications and/or usages. User Story 4 I have just purchased an XM Edition application from Bentley and I am not a SELECT subscriber. Complete the purchase of the Bentley XM Edition application. Bentley Sales support will Post licenses to a hosted product activation site and provide activation details to the account.

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Provide media to the account for installation purposes. Users will install XM Edition applications on the desired machines. Use the License Management Tool to activate applications from Product Activation site. User Story 5 I have previously deployed SELECT XM, but now want to use hosted licensing instead. Request desire to replace existing SELECT Server XM Edition deployment with Bentley host licensing to Bentley Sales Support (formerly Bentley Administration Center) by email, phone, or FAX. Bentley Sales Support will: Deactivate existing deployed SELECT Server and move the Site to the Bentley hosted SELECT Server. The site activation keys will remain unchanged when moving from a deployed to a hosted server. Email the connection string for the requested Site(s) to the accounts system administrator. Activation keys can be reset upon request. Enable access to SSXM administration pages for Site administrator. Change accounts contract status to note move to hosted licensing. Retain local (deployed) SELECT Server Gateway service for pre-XM applications, as required. Re-activate any XM applications directly to hosted SELECT Server XM using SELECT Server machine name and Site-specific product Activation Key provided by Bentley Sales Support. Note: Confirmation to Bentley of successful activation is represented by the first posted usage logs by the account, as early as one day after a successful deployment.

B7. I have lost my Network Server connection, can I still run the program if I have not checked out a license?
Yes typically AutoPIPE can be run for up to 48hrs if the network server is in the same timezone as the local client workstation. However the program MUST be running when the network server becomes disconnected. The IEG Client service will continue to try to communicate with the network server within the 48hrs.

Go to Start | Programs | Bentley AutoPIPE XM | License Management Tool as shown below:-

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Check the Expiration date in the bottom window pane shows 48hrs from the current date then continuing running or restart the program.

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B8. Features of the IEG Security

After the application is opened, the IEG service will try to renew the license every 48 hours. A heartbeat will be established in the application i.e. AutoPIPE will query the availability of the license every 3 minutes. If the license is no longer connected for some reason, then the AutoPIPE program will generate a warning message to the user every 3 minutes for the next 15 minutes after which the program will convert to DEMO mode, if the connection to the license server has not been established. Forced Synchronization: Normal open and close of an application A license will be checked out from the server as soon as the application starts and will be checked back in as soon as it closes. Abnormal shutdown of the application: - IEG Service always keeps track of the status of the application so even if there is an abnormal shutdown, the license will be returned. Normal / Abnormal shutdown but server is not available for check in - Service will keep track of the unchecked license and will return when the connection is available. Minimum checkout period for commuter licenses is 24hrs. Expiration date is based on the time zone of the hosted server. As the IEG service is always checking out a license from the server the usage log information is always saved to the hosted server.

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B9. My AutoPIPE XM or pre XM cannot find a license

Important First Steps: 1. Ensure running SELECT Server XM version 08.09.03.48 or later 2. IEG security is not compatible with Windows Vista Operating System. Install software only on Windows XP or 2000.

Internet Connection?

Yes No
Is IEG Security Service Started? 1. Start Bentley IEG service under Control Panel

No
Admin rights on client ? 2. Install IEG security patch

No
IEG Products in License Manager?

3. Remove checkout restriction

Connecting thru a Proxy server? No license when connected

Yes
4. Set User Name & password in for the Bentley license client

Yes
My license only works before a certain date 5. Install and edit CustomLicSrv.ini

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1. Check the IEG Security Service is running in the Task Manager

To Start Bentley IEG Security Service Go to Start | Control Panel | Administrative Tools | Services and start the service

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2. Download IEG Security PATCH for Client machine with non-administrator rights Click on the link below to download. Unzip and execute the MSI to install this patch. ftp://ftp.bentley.com/pub/tools/fixes/autopipe/BentleyIEGLicensing3-7-07.zip

3. No IEG products can be viewed in the license Management Tool. Note: Provided the Select Server XM build 08.09.03.48 is installed IEG program licenses like AutoPIPE can still be used even though these are not seen in the upper license Management window.

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Ensure IEG products like Autopipe are not restricted for checkout in the window below. Note: IEG licenses can be used (i.e. checkout) provided Select Server XM build 48 or later is installed.

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4. IEG security service is not working through a Proxy server

ISSUE: If I run IEG Service on a command mode every thing works fine but when it runs as a service it does not dispense a license. Another observation is if the License management tool shows the license is available but can only be used if manually checked out but not if connected to the server.

License is available but when launch the program the license does not appear in the checkout window below. The program can work by manually checking out a license by pressing the Checkout button

How to trouble shoot: [For IT Analyst] Add MS_LMDEBUGLOGFILE system variable. The value of this log file would be a valid pathname of log file. If MS_LMDEBUGLOGLEVEL variable is present please take out that variable. Now stop the service and run it again. Try to run the application you are trouble shooting. It will create a detailed log file should tell you what the problem is. Most common cause and resolution: Most common cause is User has PROXY server setup that allows certain user to go through the proxy. The service is running as a system user. It does not have access to go through proxy. The resolution is: Go to Start | Control Panel | Administrative Tools | Services and open the Bentley License Client

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Go to the property of the service, go to logon tab. Change Local System Account to This account. And provide a valid user name and password that has access to go out through proxy server.

5. My license only works if I reset the date to before the 10th of the month.

This is probably due to the regional date settings for the computer is not using US format i.e. mm/dd/yyyy Resolution: Download and copy the updated CustomLicSrv.ini and save to the following folder ftp://ftp.bentley.com/pub/tools/fixes/autopipe/CustomLicSrv.zip C:\Program Files\Common Files\Bentley Shared\IEG\IEGLCS\CustomLicSrv.ini

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UK Date format

Always shows US Date format

Edit the CustomLicSrv.ini file to show the Secondary language setting (i.e. on line 171) to the country located in. By default it uses 0x01 for USA SECONDARY = 0x01 e.g. If country is Australia change to SECONDARY = 0x03

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