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Petroleum Experts

HARDLOCK V6.1 Installation Notes


In the notes below, 'Server' means the HARDLOCK licence server'. It does not need to be running a server operating system it can be running Windows XP or 2000. The only requirement is that all client PCs that are going to use the HARDLOCK can communicate with the HARDLOCK licence server using TCP/IP. A. CONFIGURATION OF THE LICENCE SERVER AS A SERVICE 1) Ensure that you are logged in with full Administrator privileges. 2) If you have an existing HARDLOCK service running on the server please uninstall the old HARDLOCK. To uninstall the old HARDLOCK service:i.) Open the services window by selecting Control Panel-Administrator Tools-Services. ii.) Scroll down the services list and look for a service called PETEXHLK Hardlock. iii.) If it does not exist then you do not have the HARDLOCK service running and you can go directly to step A-3 below. iv.) Right click on the HARDLOCK service and select properties. In the general tab you should see a field called Path to executable. Take a note of this path as this indicates where the old HARDLOCK is located. Click cancel to go back to the service window. v.) Right click on the HARDLOCK service and select stop. vi.) Browse to the directory where the old HARDLOCK is installed. vii.) Run PXHL.EXE. viii.) The grey and red HARDLOCK icon should appear in the system tray labeled Petroleum Experts Network License Server. Right click on this icon and select Show. This should bring up the HARDLOCK interface window. ix.) Select File-Unregister as Service. x.) Select File-Exit. xi.) The old HARDLOCK is now uninstalled. Note that it is not necessary to delete the old HARDLOCK software from your hard disk. 3) Run the self-extracting ZIP file PXHLV610.EXE which contains the HARDLOCK software. Specify the directory on your server where the HARDLOCK software licence is to be installed or use the default directory. 4) If you are installing the HARDLOCK for the first time on this PC, you need to install the drivers. The type of bitlock that you have should be written on the bitlock. i.) If you already have the HARDLOCK bitlock attached to the PC/Server then unplug it from the PC. ii.) If you have a sentinel Superpro bitlock then install the drivers by running <HARDLOCK Installation Directory>\Sentinel Protection Installer 7.3.2.exe. iii.) If you have a HASP bitlock, please run the program <HARDLOCK Installation Directory>\HDD32.EXE to install them. iv.) We would recommend that the PC/Server is rebooted. In some cases, a reboot may not be neccessary, however our experience suggest it is best to do so. 5) Plug the HARDLOCK bitlock into the parallel or USB port of the PC/Server (depending on the bitlock type). 6) If you are using the hardlock bitlock for the first time (i.e. you have just received the bitlock from Petroleum Experts) you must activate the bitlock by entering the codes now. If you do not have the codes then please email Petroleum Experts at EDINBURGH@PETEX.COM to request the codes. The email you receive with the codes will explain how to enter the codes. Make sure that the codes are entered before proceeding to the next step. 7) The next step is to register the HARDLOCK as a service. i.) Run the program called PXHL.EXE from the directory where you installed the new HARDLOCK software.
Petroleum Experts Ltd - Spectrum House, 2 Powderhall Road, Edinburgh EH7 4GB, Scotland Tel: (44 131) 474 7030 - Fax: (44 131) 474 7031 e-mail: edinburgh@petex.com - website: www.petroleumexperts.com Registered Office: Spectrum House - 2 Powderhall Road, Edinburgh EH7 4GB Registered in Scotland no 126553

Petroleum Experts Ltd.

HARDLOCK Installation Notes

ii.) The grey and red HARDLOCK icon should appear in the system tray labeled Petroleum Experts Network License Server. Right click on this icon and select Show. This should bring up the HARDLOCK interface window. iii.) If the menu option File-Register as NT Service is disabled, the old HARDLOCK has not be uninstalled. In this case please repeat step 2 above to uninstall the old HARDLOCK. iv.) From the File menu, select Register as NT service. v.) The bottom panel of HARDLOCK should display a message that the service has been reregistered. vi.) Close the HARDLOCK application by selecting File-Exit. 8) Go to the service configuration tool in the Control Panel and start the service PETEXHLK Hardlock. A HARDLOCK icon should appear on the system tray, indicating that HARDLOCK is active. Right click on the icon and select Show to view the interface. The interface of HARDLOCK should appear exactly the same as if running it as an application. The only difference is that File-Exit does not stop the HARDLOCK but instead, hides the interface. The top part of the screen lists the current users of the Petex licences. The bottom part is a log the HARDLOCK system own activity. The bottom part of the screen should list the licences detected in the bitlock. 9) HARDLOCK is now up and running, waiting for request from the clients. 10) The HARDLOCK system can be stopped and restarted within 10 minutes without loss of licences for the users. When HARDLOCK restarts, it will reinstate all the licences automatically. This means that the server machine can be rebooted without any problem. B. CONFIGURATION OF THE HARDLOCK If you are not using checkout bitlocks (to borrow licenses from the HARDLOCK) then you do not need to perform any more configuration. The rest of this section refers to configuration of check out functionality. 1. Right click on the grey and red HARDLOCK icon in the system tray labeled Petroleum Experts Network License Server and select Show. This should bring up the HARDLOCK interface window. 2. Select Configuration-Checkout Security-Edit. This will display the following window:-

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Petroleum Experts Ltd.

HARDLOCK Installation Notes

3. This dialog allows you to control which users and which bitlocks are allowed to checkout licenses. This allows you to stop particular users from checking out all or some products. Also if you have lost control over a checkout bitlock you can stop anyone using this checkout bitlock. By default, no checkouts are allowed for any user or for any checkout bitlock. 4. There are three approaches to checkout security. 4.1. You may choose to allow all users and checkout bitlocks to be used. To implement this security scheme:4.1.1. Tick the AnyUser box. 4.1.2. Tick the AnyBitlock box. 4.2. You may choose to allow all users and checkout bitlocks by default and then exclude any users or checkout bitlocks that you do not wish to be used. To implement this security scheme:4.2.1. Tick the AnyUser box. 4.2.2. Tick the AnyBitlock box. 4.2.3. For each user who you wish to stop using the checkout facility, click on the Add button below the list of Use Login IDs. Enter the user name and then untick the Enabled button. If you only wish to stop the user checking out particular products then you can change the selection of allowed products on the right hand side of the dialog, 4.2.4. For each checkout bitlock which you wish to block, click on the Add button below the list of checkout bitlocks. Enter the checkout bitlock number and then untick the Enabled button. If you only wish to stop the use of the checkout bitlocks for particular products then you can change the selection of allowed products on the right hand side of the dialog, 4.3. You may choose to NOT allow any users and checkout bitlocks and then give permission to any users or checkout bitlocks that you do wish to be used. To implement this security scheme:4.3.1. Leave the AnyUser box unticked. 4.3.2. Leave the AnyBitlock box unticked.
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Petroleum Experts Ltd. 4.3.3.

HARDLOCK Installation Notes

C.

For each user who you wish to allow use of the checkout facility, click on the Add button below the list of Use Login IDs. Enter the user name and then tick the Enabled button. If you only wish to allow the user to checkout particular products then you can change the selection of allowed products on the right hand side of the dialog, 4.3.4. For each checkout bitlock of which you wish to allow use, click on the Add button below the list of checkout bitlocks. Enter the checkout bitlock and then tick the Enabled button. If you only wish to allow use of the checkout bitlocks for particular products then you can change the selection of allowed products on the right hand side of the dialog, CONFIGURATION OF THE CLIENT LICENCE USING THE LICENSING CONFIGURATION WIZARD

1) Install the IPM software on the local hard drive. The front screen of the IPM software allows the option to run the Licensing Configuration Wizard. The Quck Start guide explains how to configure your PC using this Wizard. 2) If you wish to run the Licensing Configuration Wizard after installation, select Start-ProgramsPetroleum Experts IPM X-Utilities-Licensing Configuration Wizard. D. MANUAL CONFIGURATION OF THE CLIENT LICENCE USING THE LICENSING This section describes how to configure the client license manually. 1) The PxLs program (daemon) is the local licence server i.e. the local interface between the products (PROSPER, MBAL...) and the different licence servers or devices. 2) If you are working on a local area network, PxLs should automatically detect the HARDLOCK server by broadcasting a short local package on the network. The first time you run any of the IPM programs on a client PC, you may need to run it twice to allow it time to find the HARDLOCK. 3) If you are working on a WAN, broadcasting will probably not be available unless the network supports the multicast feature. We therefore need to specify the address of the server to the client. This can be done two ways: i.) Using the interface: a.) Start one of an IPM products. The product will probably display an error message saying that is cannot detect a valid licence of.... . b.) The black and white PXLS icon should appear in a system tray. Right click on the icon and select show. o Go to configuration. In that dialog add the address of the licence server. The address can be the TCP/IP address or the hostname. Both are supported, but the hostname is of course recommended if DHCP is used. If need be, the 255.255.255.255 local broadcasting address can be removed. o Click OK to close the dialog and save that data. o Now click on the Broadcast menu option. The bottom part of the screen should indicate that the server as answered the broadcast. If it has, close the interface by choosing the View Hide menu option. If the server has not answered, double check the address specified and try to ping the server from the DOS box. If the ping is successful, the PxLs broadcast will be.

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Petroleum Experts Ltd.

HARDLOCK Installation Notes

ii.) In a Batch Mode: a.) The configuration performed above using the interface can be achieved using command line switches of PxLs.exe. b.) In the commands below: The comment is optional in which case the | character is not required. The quotes are necessary only if the hostid or comments contain spaces. Several hostid|comment sets can be specified on the same command line by separating with commas. To add an address to the list use the /ADDBCAST switch: PxLs.exe /ADDBCAST=petexserver.company.com[|comment] To remove an address to the list use the /DELBCAST switch: PxLs.exe /DELBCAST=petexserver.company.com To delete all the entries in the list and add new ones use the /SETBCAST switch: PxLs.exe /SETBCAST=hostid1[|Comments1], hostid2[|Comments2][,] Tip: A simple way of setting up new users is to email them a shortcut containing a command line such as: \\server\petex\HARDLOCK\PxLs.exe /ADDBCAST=petexserver.company.com iii.) Now start a Petex product again. PxLs should detect the licence server and lock a licence. iv.) This completes the installation of the HARDLOCK licensing system. D. RUNNING HARDLOCK CHECKOUT This section is only relevant if you are using the checkout key facility. If you are not using the checkout key facility then ignore this section. 1) If you have not done so, follow the instructions in section C above to install and configure IPM on the client PC so that it can use the hardlock server PC to obtain a license. 2) To use a checkout bitlock on a client PC, the bitlock drivers must be installed. The type of bitlock that you have should be written on the bitlock. To install the drivers:i.) If you have a sentinel Superpro bitlock then install the drivers by running Start-ProgramsPetroleum Experts IPM X.X-Utilities-Setup Rainbow SuperPro Bitlock Drivers. ii.) If you have a sentinel HASP bitlock then install the drivers by running Start-ProgramsPetroleum Experts IPM X.X-Utilities-Setup HASP Bitlock Drivers. iii.) We would recommend that the PC is rebooted. In some cases, a reboot may not be neccessary, however our experience suggest it is best to do so. 3) Checkout can be started on the client PC in two different ways: i.) un the checkout.exe application from the IPM installation directory, ii.) Start one the Petroleum Experts products. A Petroleum Experts icon will appear on the tray in the bottom right corner of the screen. Right click on the Petroleum Experts icon and choose Run Checkout menu option.

iii.) Click on the Help button in the Checkout program for information on how to borrow licences.

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