HOW TO INSTALL PTC LICENSES · 2020-04-07 · HOW TO INSTALL PTC LICENSES EDE-00001 Rev: C How to Install PTC Licenses Owner: Digital Enterprise Effective Date: 9/5/19 Page 2 of 19

HOW TO INSTALL PTC LICENSES

EDE-00001 Rev: C How to Install PTC

Licenses

Owner: Digital Enterprise

Effective Date: 9/5/19 Page 1 of 19

Table of Contents

1.0: License Installation Overview .......................................................................................... 2

1.1: Flowchart – Installing Floating License ........................................................................... 2

1.2: Flowchart – Installing Node-Locked License.................................................................... 3

2.0: Pre-requisites ............................................................................................................... 4

3.0: Initial License Setup ...................................................................................................... 4

3.1: Obtain Host ID ........................................................................................................... 4

3.1.1: Set Default Network Card ....................................................................................... 4

3.2: Register Host on PTC Website ...................................................................................... 5

3.3: Install FlexNet Admin .................................................................................................. 7

4.0: Updating Licenses.......................................................................................................... 9

4.1: Updating and Retrieving the License File ........................................................................ 9

4.1.1: Installing New Licenses .......................................................................................... 9

4.1.2: Modifying Existing Licenses .................................................................................. 10

4.1.3: Retrieving License File ......................................................................................... 12

4.2: Loading the License File on License Server ................................................................... 13

5.0: Converting Floating to Node-Locked License ................................................................... 15

5.1: Converting a Floating License to a Temporary Node-Locked License ................................ 15

5.2: Reverting Back ......................................................................................................... 16

5.3: Reconfiguring License on Client Machine ...................................................................... 16

5.3.1: Creo View .......................................................................................................... 17

5.3.2: Mathcad ............................................................................................................. 18

6.0: Troubleshooting Tips .................................................................................................... 19

6.1: Firewall Settings ....................................................................................................... 19



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1.0: License Installation Overview

License installation steps differ between Floating and Node-Locked license type, requiring you to

jump between different sections of this guide. Follow the flowchart in this section for the

appropriate license type to understand the process overview.

1.1: Flowchart – Installing Floating License

Floating licenses are shared and managed on a license server. End users pull a license from the

license server to run PTC applications. The license server must be registered in the PTC Website as

a Host.

New Floating

License

Is license server

setup?

Section 4.1.1

Install License

Section 3.1

Get Host ID of

Server Hardware

Section 3.2

Register Host

Section 3.3

Setup License

Server

Section 4.1.3

Retrieve License

File

Section 4.2

Load License on

License Server

Yes No

Move on to installing application on client machine.

Use value “7788@license_server_name” to setup the license during

installation or reconfiguration. For Creo, refer to separate document

“How to Install Creo on Client Machine” for detailed instructions.



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1.2: Flowchart – Installing Node-Locked License

Node-Locked licenses are configured specifically for use by a single client machine and cannot be

shared between others. Each computer using a Node-Locked license must be registered in the PTC

License Portal as a Host.

New Node-

Locked License

Is client machine

registered?

Section 4.1.1

Install License

Section 3.1

Get Host ID of

Client Machine

Section 3.2

Register Host

Section 4.1.3

Retrieve License

File

Yes

No

Section 3.1.1

Set Default

Network Card

Will client machine be

switching between

Ethernet and Wi-Fi or

connecting to a dock?

Yes No

Move on to installing application on client machine.

Use the text file retrieved to setup license during installation

or reconfiguration. For Creo, refer to separate document “How

to Install Creo on Client Machine” for detailed instructions.



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2.0: Pre-requisites

• PTC eSupport account

• Software Order Fulfillment Letter from PTC (shipment_info.pdf)

3.0: Initial License Setup

Follow steps in this section if you need to setup a new license server (for Floating license) or

register a new client machine (for Node-Locked license).

3.1: Obtain Host ID

For Floating licenses, obtain the MAC address of the server hardware. For Node-Locked licenses,

obtain the MAC address of the client machine.

1) Copy the “GetMacID.ps1” PowerShell script to the license server or client machine

2) Run the script

a. Right click on it

b. Select “Run with PowerShell”

c. If asked to change Execution Policy, type “Y” and hit Enter to allow script to run

3) Look for “MAC_ID.txt” file on desktop. It will contain the Network Card Name and the Host

ID that is used in the next section.

Example of the output file – MAC_ID.txt. MAC address highlighted in yellow.

3.1.1: Set Default Network Card

IMPORTANT: Changing connection between Wi-Fi and Ethernet or connecting to a dock

can change the MAC Address of the client machine. This is a problem for Node-Locked

licenses as the licenses are granted per the MAC address registered as a Host on the PTC

Website.

If switching between Wi-Fi/Ethernet or connecting/disconnecting to a dock is unavoidable for the

end user, then it is recommended to set a default network card in the “Registry Editor” on the

client machine. This will set the default network card used and the MAC address used by the PTC

application will become stable.

1) In Windows search, type “regedit”

2) Click on “Registry Editor”



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3) Navigate to “Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows

NT\CurrentVersion\NetworkCards”

4) Identify the item with Description that matches the Network Card Name (first line) in

“MAC_ID.txt”

5) Right click on the item and rename to “1”

3.2: Register Host on PTC Website

1) Open a web browser and navigate to: https://www.ptc.com/en/support/

2) Log in using your PTC account credentials

3) Click ‘Manage Licenses’

4) Select ‘Address Management’ to obtain Site ID (required to register new hardware)

https://www.ptc.com/en/support/



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5) Take note of the Site number of desired address

a. Click on ‘Create Address’ to create new entry

6) Select ‘Hardware Management’ under the Asset Management menu

7) Click on the ‘Create Host’ button to create new host

Enter Host ID

obtained from server

Give the Host a

name so it’s

easy to identify

Select contact or

create one

Click and enter

Site Number

Click to complete



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3.3: Install FlexNet Admin

This section only applies to Floating licenses.

1) Download the FlexNet Installer from http://free-dl.ptc.com/install/setup.exe

2) Double click on it to run installer

3) Install new software → Next

4) Accept the license agreement → Check the box to agree to terms → Next

5) Take note of your Sales Order Number (SON) from the Software Order Fulfillment Letter

from PTC

http://free-dl.ptc.com/install/setup.exe



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6) Enter Sales Order Number (SON) → Click on Install Licensing

7) Login to PTC.com

8) Wait until installer finishes identifying the license

Note the value under Source – typically

“7788@<License Server Name>”.

This value is required when

installing/configuring PTC applications

on client machines



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9) Don’t select anything in the “Application Selection” window → Click Install

10) Click Finish

11) At this point, the FlexNet License Server is up and running and the licenses should be

available. Test by launching application on client machine.

4.0: Updating Licenses

Follow these steps if you are updating the license file to add or remove licenses. This section

assumes you already have the Host registered.

4.1: Updating and Retrieving the License File

From the License Management Home page, input the order or contract number (SON or SCN) used

to acquire the license → click ‘Search’

4.1.1: Installing New Licenses

1) Navigate to the ‘Available License’ tab

a. Select licenses to install

b. Click on ‘Install License’

a

b



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2) In the ‘Install License’ window

a. Select quantity

b. Enter Host ID

c. Click on ‘Install License’

a. You can look up registered Host ID’s from ‘Asset Management’ → ‘Hardware

Management’.

4.1.2: Modifying Existing Licenses

1) Navigate to the ‘Installed License’ tab

2) Select license package

a

b

c

c a

b

2



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a. Click on ‘Move License’ to move license to a different host

i. Enter Quantity

ii. Host ID

iii. Host Name

iv. Click on ‘Move License’

b. Click on ‘Deinstall Licenses’ to make the licenses Available

i. Enter Quantity

ii. Click on ‘Deinstall License’

i

ii

iii

iv

i

ii



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c. Click on ‘Rev Up’ to update the license file for latest application versions

NOTE: PTC license files are specific to application versions and will only

work for releases that are lower than what is specified in the license file

i. Select Product Family

ii. Select Maint Release Level

• This sets which level to apply the application version update to

• Available options are Site, Hardware, or Customer

iii. Select applicable Site, Hardware, or Customer

iv. Click on ‘Submit’

v. A confirmation message will appear

4.1.3: Retrieving License File

1) Navigate to the ‘Installed License’ tab

2) Select license package

3) Click on ‘Retrieve license’

4) The license file will be sent to the email address associated to the PTC account

i

ii

iii iv

2 3



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5) Copy this license file on to the registered Host

4.2: Loading the License File on License Server

This section only applies to Floating licenses.

1) On the License Server, navigate to C:\Program Files\PTC\FLEXnet Admin License Server\bin

and launch reconfigure.



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2) Select ‘Setup license’ if necessary → Click ‘Next’

3) Accept the license agreement → Check the box to agree to terms → Next

4) Remove existing license source by clicking on the “-“ button

5) Click the folder icon to browse to the license file → Click Open.

6) Wait until the status to show ‘Available’

7) Click Finish



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5.0: Converting Floating to Node-Locked License

5.1: Converting a Floating License to a Temporary Node-Locked License

Floating licenses can be converted to Temporary Node-Locked licenses.

NOTE: Licenses that are ordered as Node-Locked CANNOT be converted to Floating.

Conversion is only between Floating → Temporary Node-Lock

1) Register the client machine as a host

a. Follow Section 3.1 and 3.2.

b. Take note of the Host ID and Host Name

2) Move desired license to the registered client machine

a. Follow Section 4.1.2 Step 2b.

IMPORTANT: You will receive two license files via email after this action.

• License file for old host – To stay in compliance with PTC’s license

agreement, you must load this updated license file to the old host.

Follow Section 4.2 for instructions.

• License file for new host – Disregard. Further changes made in next

step.

3) Now that we have the license configured for the client machine, we will convert it to a

Temporary Node-Locked License.

a. Search for the new entry of the moved license from the ‘Advanced Search’ section

i. Input new Host ID

ii. Click on Search

iii. Select licenses to convert

iv. Click on ‘Manage Temporary Locked Licenses’

i

ii

iii

iv



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b. In the ‘Manage Temporary Locked Licenses’ window

i. Select the licenses to convert

ii. Click on ‘Update Floating / Locked Status’ button

c. Ensure all selected licenses appear in the Confirmation Screen → Click Confirm

d. License type will become ‘TEMPLOCK’

4) Upon completion, you will receive the Node-Lock license file via email. Copy this file on to

the client machine.

5.2: Reverting Back

Follow these steps to revert the changes made in Section 5.2:

1) Perform steps 3 and 4 in Section 5.2 to convert the status of the licenses from ‘TEMPLOCK’

to ‘FLOATING’

a. Disregard the license file that is sent at this point.

2) Perform step 2 in Section 5.2 to move the file back to the license server

a. An updated license file for the license server is sent

3) Perform steps in Section 4.2 to load the updated license file to the license server

5.3: Reconfiguring License on Client Machine

Updates to Node-Locked licenses require reconfiguring application to read the new license file

obtained from previous steps. This step is dependent on the application.

• Change in license information

o License server changed

o License type changed (floating → node-locked)

• Adding new license features

NOTE: For instructions on how to reconfigure license for Creo Parametric, refer to

separate document “How to Install/Reconfigure Creo on Client Machine”

i

ii



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5.3.1: Creo View

1) Launch application

2) In the Startup window, enter full path of the Node-

Locked license file in the ‘License server’ field

3) Click on Start

If application launches without the Startup window, proceed

with following steps.

a) Go to File → Options

b) Under the ‘General’ category, click on ‘Startup’

c) Enter full path of the Node-Locked license file in the ‘License server’ field → Click OK

d) Restart the application if starting up a different Creo View edition

a

Click to enable

selection of Creo View

edition on startup b

c

2



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5.3.2: Mathcad

1) Launch application

2) Click on the Mathcad Prime button at the top left

corner → Options

3) Click on the License tab at the bottom

4) Click on ‘Browse’ → Navigate to and select the

Node-Locked license file → Click Open

5) Click on Apply

6) Ensure the License Status displays “Valid”

2

6

3

4

5



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6.0: Troubleshooting Tips

6.1: Firewall Settings

1. Disable the firewall on license server and test on client side if license is accessible

2. If the above solves the issue, the problem is with firewall settings

3. Add “lmadmin”, “lmgrd” and “ptc_d” as allowed apps

4. Ensure port 7788 is open for the above apps

HOW TO INSTALL PTC LICENSES · 2020-04-07 · HOW TO INSTALL PTC LICENSES EDE-00001 Rev: C How to Install PTC Licenses Owner: Digital Enterprise Effective Date: 9/5/19 Page 2 of 19

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