License Allocation/Assignment

Created: August 12, 2022 | Updated: August 13, 2022

This article reviews how a member of the Group Administrators group can create/manage license assignments and issues that can be caused by improper allocations, such as: • License not showing up in Altium Designer License Management page, • Number of seats in Altium Designer does not match license seat count in dashboard, • The license management page is showing the same license twice, • A message says all seats are in use, but he Assigned Seat Count column shows not all seats are used. • A user taking more than one license, • License getting dropped after a few hours or less.

Starting in Version: 18.0
Up to Version: Current

Solution Details

Notes: 
  • It's best to make changes to allocations when the license seats are not in use.  Otherwise, until seats are returned to the pool from their previous allocations, the Altium Designer license management page may not correctly reflect current usage.  That may not be an urgent concern.
  • The dashboard's "All Account Members" group is a built in group that automatically contains every AltiumLive account in your organization.  It cannot be modified or deleted.
  • When working with a private license server, Allocations are called License Assignments.  And the functional equivalent of the dashboard's "All Account Members" group is called the "All Users" role.  Groups are called Roles.
 
Many customers never have to get involved with license allocations.  You may decide to however, if you want to expose or hide license seats based on groups/roles you have created.  For example if you have users that only need to use Altium Designer Schematic Edition (ADSE) and you don't want those users taking a full Altium Designer license seat from the pool, you can create a group that contains the users who you do want to see the full license seats, then edit the allocation/assignment for the full licenses to change the "Assign to Group/Role" to the new group/role.  Only members of the new group/role will see the license seats that are allocated/assigned to that group/role, so the ADSE users will not see those seats.  You probably don't mind if the full license users grab an ADSE license from time to time when they are in a pinch, so you don’t need to touch the allocation/assignment for the ADSE license seats.  This technique is appropriate to control who can see/use licenses with different geographical scopes as well.
 
In another scenario, you may have a 10-seat license shared by fifteen engineers.  But one of those engineers is your most senior workaholic who threatens to just go home if they can't get a license because they are all in use.  If you don't want that, you can create a group, put that user in the group, then adjust the license to have two allocations.  One allocation with one seat allocated to the workaholic's group, and the other allocation with the other nine seats allocated to the others group.  In this situation, you should create a second group for the "others" so that the workaholic will only see the single seat and not be able to accidentally take one of the other nine seats, thus leaving one license unused and unavailable to anyone else.  The downside here, is that in the unlikely event that the workaholic takes a vacation, the single seat allocated to the workaholic's group cannot be seen or used by anyone else even though the workaholic is not using it.  So it may increase your management requirement if you want to maximize your license usage during those times.
 
If you end up having more than one allocation/assignment for a license you must specify a number of seats to be used by each allocation/assignment, and the total number of seats specified amongst all the allocations/assignments, cannot add up to more than the number of seats available in the license.
 
 
Differences License Types:

On-Demand
When an On-Demand license is issued, by default, it is allocated to the All Account Members group.  Unless you have special requirements, that's probably a good way to leave it.  The configuration you may want to adjust would be to check the box for "All available seats" so if you ever add a seat to your license you won't have to remember to go back to the allocation and change the seat count. And, you can consider whether you want to "Allow Roaming" so your users can check out a license to use when not connected to the Internet.  You can set the Max roam duration (hours) if you want to limit the duration to 72 hours for example, before the license will be returned automatically to the pool.  The default 0 stands for unlimited duration (until the license expires).  A user roaming a license for the duration is functionally the same as if they were using a standalone license.
 
On-Demand license allocations are managed from the AltiumLive dashboard.  To get to the dashboard, a group administrator can sign in here:
https://live.altium.com/#signin
Then click on the avatar icon portrait (Current User Control) button,
Then choose Company Dashboard from the profile menu

Dashboard button.png
If you don't see that option, you may need to clear your cache and cookies.  You can use Shift+Ctrl+Del to get to the settings page quickly.  You can also try a different browser.  Chrome works.
If you are already signed in, this link should take you to the dashboard:
https://dashboard.live.altium.com/
Refreshing the browser window can help with unexpected behavior.  You can also try clicking on the "REFRESH" button found on the Overview page.

refresh.png
(Here's a link to documentation with more detail about the dashboard):
https://www.altium.com/documentation/altium-dashboard
 
Then find the license of interest.  Start by clicking the licenses tab at the top or at the left.


License tab2.png  License tab.png
 
When you find the license, click on the product name or on the pull down arrow to choose Details.

details.png
 
With the license details page open, click on the edit button (the pencil icon)

Pencil.png
To add a new allocation, click the NEW button.

Edit OD license assignment.png
 
Standalone
About the only configuration you can make for a Standalone license allocation is the group to which the license is allocated.  Since a Standalone license is only intended to be used by a single user (on up to three computers - Work, Home, and Laptop when traveling) It is sometimes helpful to create a group that has only a single standalone user in it, then create an allocation for the license such that only the member of that group will see it.  This will allow only the intended user to see/use the license.
 
Standalone license allocations are also managed from the AltiumLive dashboard the same way as On-Demand above.  There are less options.

Standalone.png
 
Private Server
By default when a license is added to a private license server (including on site managed content servers that are configured to hand out licenses), a license assignment is automatically created for the All Users role/group.  This is controlled by a check box with an obvious description.  Different private license servers will look a little different and the way to get to the screen is different.  Our legacy Private License Server (PLS) does not have this option.

Auto Create Assignment.png
 
The Server's license and the Client Access Licenses (CALs) (if applicable) should always have a license assignment with all seats assigned to the All Users role.  As described at the top of this article, unless you want to expose or hide license seats based on roles you have created you won't need to make changes to the license assignments.  But if you do, click the edit (pencil icon)

Edit AIS license assignment.png
 
And again on the assignments page

License assignment page.png
 
Then you can make adjustments as needed (see the On-Demand section above for guidance.)

edit assignment page.png

 
Here's the screen for our legacy Private License Server (PLS)

PLS allocation.png
 
You may need to refer to documentation if you need to make changes to PLS:
https://techdocs.altium.com/display/ADOH1/Private+Server+Licenses+-+Configuring+Usage

Here's documentation for Altium Infrastructure Server (AIS):
https://www.altium.com/documentation/altium-infrastructure-server/private-license-service#!license-assignments

Here's documentation for Concord Pro:

https://www.altium.com/documentation/altium-concord-pro/licensing#licensing-users
https://www.altium.com/documentation/altium-concord-pro/private-license-service#license-assignments

Here's documentation for On-Demand and Standalone (configured from the dashboard):
https://www.altium.com/documentation/altium-dashboard/managing-licenses#!license-allocation
 
 
Issues:
  • A user doesn't see a license in the Altium Designer License Management page. - Check that there is an allocation for the group in which the user is a member.
  • You recently purchased an additional seat for a license.  The dashboard shows the correct seat count, but the license management page in Altium Designer is still showing the old seat count. - Correct the Seat count in the allocation or check the box just above for all available seats.
  • The license management page is showing the same license twice - The user is in more than one group that has an allocation to the license.
  • When trying to use a license, you get a message that all seats are in use, but the Assigned Seat Count column in the License Management page shows not all seats are used. - Check the license's allocation/assignment to be sure the total number of seats allocated/assigned does not exceed the number of seats offered by the license.
  • If you are having an issue with a second On-Demand license being acquired by a user, about three hours after the first lease is acquired, or have a user losing their license after a few hours or less, check to see if the license management page of the Altium Designer client indicates "Multiple" in the Activation Code column. 
Multiple.png
If so, go to the dashboard licenses page to examine each license.  Remove any allocation that has an allocation type of "Multiple Licenses" and create a "Single License" allocation for each license with that product name. 
Multiple 2.pngSingle.png
If that resolves the issue, but it's important to have your users only see one line for all your current On-Demand licenses seats, you can contact your account manager to have your various license seats combined into a single license.
 
If each license has their own allocation, try unchecking the box for "Automatic Leasing".  While this might be a nice feature if you have only one license with lots of seats, it can be an issue if more than one license tries to automatically lease to the same user as the user signs in.  The check box is probably not needed anyway since Altium tries to re-use the same license it had the last time it was run, if it is available.
 
Here's a Knowledge Base article with other possibilities to review:
https://www.altium.com/documentation/knowledge-base/altium-designer/multiple-designer-licenses-being-used
 
  • Your private license server is licensed, but there is a message at the top that says it's not. - Make sure there is a license assignment for the All Users group.  If you just added the license, you may need to sign out and back in again.
 
 
Here's a Knowledge Base article on hiding expired licenses, which is done through allocations:
https://www.altium.com/documentation/knowledge-base/altium-designer/hide-old-expired-licenses

 
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