A license is required before any Portal will function. A License Request can be generated using Vision33 Server Tools, as described below.
  1. Start Server Tools in Admin mode on the server where B1WebAPI was installed (typically the SAP Business One server).

    Using Windows Start menu, go to Start > All Programs > zedIT Solutions > B1WebAPI > zedSuite Server Tools. Right-click on the menu option and select run as Administrator…

    Run Server Tools as Admin from the start menu.
    Run Server Tools as Admin from the start menu.
  2. Open the license window by pressing the licenses button (marker 1 below).
    Open the License screen using the Licenses button (1).
    Open the License screen using the Licenses button (1).
  3. A notice will be displayed if no licenses are applied, which will be the case for new installations. If this notice is not displayed, that means a license has been applied to at least one product.

    Press OK to proceed.

    This notice is displayed for new installs and systems without licenses applied.
    This notice is displayed for new installs and systems without licenses applied.
  4. Press the Create License Request button (marker 1 below) if licenses have not yet been applied or if the existing licenses must be updated. Available licenses will be displayed on the License Administration screen. See Requesting a Portal License for more detail.

    Press the Create License Request button (1) to open the license request form.
    Press the Create License Request button (1) to open the license request form.
  5. Fill in the contact information and press the generate button (marker 1 below) to create and save a license request file.

    Fill in the details and press the Generate button (1) to create a license request file.
    Fill in the details and press the Generate button (1) to create a license request file.
    Pick a folder to save the license file.
    Pick a folder to save the license file.
    When the license file is saved, press OK to continue.
    When the license file is saved, press OK to continue.
    Close (1) the license request form.
    Close (1) the license request form.
  6. Send the license request file to Support (support@vision33.com) and include the following details:

    • License File, including customer and partner details.
    • Products to be licensed.
    • Version to be licensed.

    Support will endeavor to create a license within one business day.

    Send an email to support with the license file, products and version.
    Send an email to support with the license file, products and version.
  7. Unzip, then install the license file provided by Support. This file will typically be the same as your server name. Press the Import zedSuite License File and select the license file sent by support.

    Import (1) the license file provided by support.
    Import (1) the license file provided by support.
    Select the file (1) and press the Open button (2).
    Select the file (1) and press the Open button (2).
  8. Assign the desired licenses to each company using the Used check-box.

    Select the profile (marker 1 below), then assign application licenses (marker 2 below). If prompted, confirm metadata installation prompts to install version-specific metadata.

    Note that metadata installation will force all B1 users to log out and log back in, so ensure this is scheduled ahead of time to avoid B1 disruptions.

    Select the profile (1) and enable product licenses (2).
    Select the profile (1) and enable product licenses (2).

    Once the Application license is installed, a user may be configured in B1, then assigned licenses in the named user license section.

    Shown here, Employee Portal, Customer Portal and Customer Portal Order Pad are licensed for version 91.4 with installed meta-data.
    Shown here, Employee Portal, Customer Portal and Customer Portal Order Pad are licensed for version 91.4 with installed meta-data.