At Collier Pickard we provide a variety of different Infor CRM licences to suit your business needs. We have Network users who can log in anywhere, anytime, anyhow! But the most popular type of license is for the Concurrent User type; this is a group of individual log-ins limited to the number of licences available. But what exactly does this mean?
Let’s take an example; Lucy, Bill and Olaf are part of the finance department and have two Concurrent Licences between them. All three of them would have their own log-in and password (Lucy@company.com, Ben@company.com, Olaf@company.com) but only two of them can be logged in simultaneously due to the fact that they have two licences.
Sounds fairly straightforward, right? Well – almost. Different pieces of software use different rules for concurrent licences. I’ll run through them here.
Network user logs in
One Concurrent User License is consumed until the user logs out of the LAN Client. If no Concurrent Licences are available, the message “there are no concurrent licenses available for use” will be displayed.
Web user logs in
One Concurrent User Licence is consumed until the user logs out of the Web Client. If no Concurrent Licences are available, the message “no Valid Concurrent User license available” will be displayed.
Important: Users must use the Sign Off button on the Web Client to properly release the licence. If the user closes the browser with the X button, the license will stay in use for twenty minutes as that is the default session timeout.
Upon login, Mobile will attempt to verify that at least one concurrent license is available. If at least one license is available, the check will pass and the request is approved. If no concurrent licenses are available, the check fails and the request is denied, and a message “the user name or password is invalid” will be displayed.
Upon login, Xbar will attempt to verify that at least one concurrent license is available. If one is available, you can continue. If no concurrent licenses are available, the check fails and the message “one or more errors occurred” will be displayed.
Upon login or performing any synchronisation of data, Outlook Integration will attempt to verify that at least one concurrent license is available. If at least one license is available, the check will pass and the request is approved. If no concurrent licenses are available, the check fails and the request is denied. A failed Send to CRM attempt will display a message “could not process ‘Send To CRM’ message: The username or password is incorrect”.
Concurrent user licenses and SData
Login requests for the following applications are performed against the Infor CRM SData Portal. Currently there is no product feature that monitors users of any type that have logged in via SData. Concurrent User licenses are not consumed or held in use when used against the SData Portal – instead, a PASS/FAIL check is performed.
To PASS the check, at least one Concurrent User License needs to be available at the time authentication is done against the SData portal. A FAIL will occur when ALL Concurrent User Licenses are being used at the time the authentication is done against the SData Portal. This means if the maximum number of available Concurrent Users are logged into either the Network or Web Client at the time the authentication request is made, then Mobile, Xbar and Outlook Integration will fail.
Keep your colleagues in mind when using concurrent licences! If you end up hogging your concurrent licence, you won’t be very popular in the office! No matter which type of concurrent licence you use, make sure you log out of the system when you’re done so that the overall use of your Infor CRM system runs as efficient as possible. If you take only one thing away from this blog article it should be the importance of signing out when are finished.