On Line Licensing for Service Software

September 2015

Any changes to the following information are not

authorized or endorsed by Caterpillar Inc.
 Table of Contents

• Licensing Expiration Schedule • Search for Unassigned Licenses

• Managing Licenses • Software Activation
• Main Screen Dealer Software • Service Software Deactivation
Licensing - DSL • Transfer License
• New Software License • Revoke Licenses – Cat ET
Order Cat ET
• Revoke Licenses – SIS DVD
• Assign New License
• Excel Export
• Order Details Editable Fields
• Contact Us
 Licensing Expiration Schedule

• Cat ET
– Dealer Cat ET license will run January – December each year
– Customer Cat ET license expires 365 days from the date the license
ORDER is Placed in the Dealer Software Licensing (DSL) system

• SIS DVD and SIS Network

– Dealer SIS DVD license will run January – December each year
– Customer SIS DVD license expires 365 days from the date the license
ORDER is Placed in the Dealer Software Licensing (DSL) system

Licensing Expiration Schedule

User Type Cat ET and SIS
Dealer January - December
Customer 365 Days from Order Creation
 Licensing Process
Dealer Software
Dealer Software Dealer Software Administrator for
Administrator for Licensing System Dealer Code Z999
Dealer Code Z999 (DSL)
Assigns License 1 of 10
Creates an Order for Fills an Order of 10 NEXG5007 Cat ET Licenses to
Customer XYZ 10 Unassigned Licenses Tom Smith of Customer XYZ
Licenses of of NEXG5007 Customer All
NEXG5007 Customer All Product Cat ET to be used by Assigns License 2 of 10
Product Cat ET Customer XYZ NEXG5007 Cat ET Licenses to
Dick Smith of Customer XYZ
Creates an Order for Fills an Order of 100
Customer XYZ 100 Assigns License 3 of 10
Unassigned Licenses of
Licenses of NEXG5007 Cat ET Licenses to
RERA0003 Customer SIS DVD
RERA0003 Customer SIS Harry Smith of Customer XYZ
to be used by Customer XYZ
DVD
 Managing Licenses

• Yearly Orders of Licenses

• Caterpillar created License Orders for each Dealer by Subscription
Type for Dealer

• Caterpillar Renews DEALER SITE LICENSE Orders (JERD2129,

RERA0004 & NEXG5043) in October and will renew yearly

• Each Dealer will need to Renew their CUSTOMER Orders by

Subscription Type for Customer Usage (JERD2125, NEXG5007,
NEXG5009, RERA0003, etc.) prior to the Order Expiration Dates
 Managing Licenses

• Assigning a License
• Each order contains a specific number of licenses

• A license is UNASSIGNED until an authorized DSL user ASSIGNS

the license by NAME to an individual user
Main Screen Dealer Software Licensing - DSL

• New Software License Order

• Cat ET, SIS DVD, Olympian EST, Olympian Compass USB

• Assign New License

• Cat ET, SIS DVD, Truck PAR, Olympian Compass, Olympian EST

• Transfer
• Truck PAR, Olympian Compass
New Software License Order

Yearly Order of the

Number of Licenses Required

Customer
Subscriptions Cat ET and
SIS DVD

Dealer Subscriptions
Olympian EST Olympian
Compass USB
New Software License Order
Cat ET

Click Cat ET
 New Software License Order – Cat ET Customer

REQUIRED INFORMATION
1. Choose License Type
2. Owning Organization – Dealer Code
3. Order Name – Must be Unique
4. Number of Licenses – 1 up to 100
Z999 Cat Dealer

Optional Information
5. Purchase Order – For your
future reference –

6. Click Next
 New Software License Order – Cat ET Customer
Review Information

1. Order Name Correct?

Z999
2. License Type Correct?

3. Owning Organization
Correct?

4. Number of Licenses
Correct? 6. If All Information is Correct
5. Purchase Order Click Submit
Correct?
If All Information is NOT Correct
Click Back or Cancel
 New Software License Order Receipt

Review Information

Order Name: Specific

to each License Order Z999

31-Jul-2015

Order Valid from:

Date the License Order was placed
 Assign a License

1. Users can print the New Order

Receipt for their records.

Z999
2. After Printing, Users can Assign a
License(s) by Clicking the Assign a
License Button 31-Jul-2015

Print Button
Assign a License Button Allows User to
Allows User to Assign License to Specific Software User Print New
Order Receipt
 Assign a License

Enter the Serial Number

31-Jul-2015
or Asset Number Z999abc
of the Intended Computer
in the Assign Name box

Serial or Asset Number is

the Dealer’s Choice to
Ensure License can be
Tracked Later
 Assign a License

Computer Asset Number 31-Jul-2015

Z999abc
1a2s3d4f
will be Assigned this
License

Click Assign License Button – Assigns License to Computer Asset Number 1a2s3d4f
Assign License Detail

31-Jul-2015
 Assign License Detail
Remaining Unassigned
Counts the Number of
Licenses in an Order that
are UNASSIGNED

Activation ID

31-Jul-2015
Serial Number

Attention:
License is Assigned
to Asset 1a2b3d4f

C
l
i
c
k
i
n
License Details Information
Z999

31-Jul-2015
Z999abc

1-Aug-2016
 Additional License Assignment
Users can Assign
Additional Licenses
from the
SAME License
Order
31-Jul-2015

Click Additional Assignment to Assign

a License to another specific Software User
 Assign a License

Enter the Serial Number

31-Jul-2015
or Asset Number Z999abc
of the Intended Computer
in the Assign Name box

Serial or Asset Number is

the Dealer’s Choice to
Ensure License can be
Tracked Later
 Assign a License

5q6w7e8r

Computer Asset Number 31-Jul-2015

Z999abc
5q6w7e8r
will be Assigned this
License

Click Assign License Button – Assigns License to Computer Asset Number 5q6w7e8r
 Assign License Detail
Remaining Unassigned
Counts the Number of
Licenses in an Order that
are UNASSIGNED

Activation ID
31-Jul-2015

Serial Number

Attention:
License is Assigned
to Asset 5q6w7e8r

C
l
i
c
k
i
n
Assign New License
Software users MUST be assigned an
Activation ID that will license their copy of
Cat ET, SIS DVD and Olympian EST
•
Truck Par and Olympian Compass DO NOT
require a license order
•
Truck Par and Olympian Compass will be
licensed in the same manner as previous
editions
 Assign New License - Cat ET

REQUIRED INFORMATION

1. Choose License Type

2. Owning Organization – Dealer
Code

Optional Information

Purchase Order
Order Name
Order Id
Creating User CWS Id
 Assign New License – Search for
Unassigned License

REQUIRED INFORMATION

1. Choose License Type

2. Owning Organization – Dealer
Code
Z999
Optional Information

Purchase Order
Order Name
Order Id
Creating User
CWS Id
Click Search
 Assign New License – Search for
Unassigned License
Search Results
Displays Existing Orders that
contain Available Licenses
and
Total Licenses in the
Order

Clicking Assign
Allows User to Assign Licenses
 Assign a License

Enter the Serial Number

or Asset Number
of the Intended Computer Z999abc

in the Assign Name box

Serial or Asset Number is

the Dealer’s Choice to
Ensure License can be
Tracked Later
 Assign a License

9P8L7M6N

Computer Asset Number

9P8L7M6N Z999abc

will be Assigned this

License

Click Assign License Button – Assigns License to Computer Asset Number 9P8L7M6N
 Additional License Assignment
NOTICE
No more licenses
available
All licenses in this
Order are ASSIGNED

Click New Search to Find

more available licenses
– Or –
Create a New Software Order
Software Activation - Cat ET and SIS DVD

• Software users MUST be assigned an Activation ID that will license

their copy of Cat ET and SIS DVD

• After software is installed, the Activation ID must be installed to

Activate the software

• Software may be licensed Online or Manually

Online is the PREFERRED Method

• Manual licensing forces the user to obtain a file via the Internet
during the process
 Online Service Software Activation

• Instructions for the Activation of Cat ET and SIS DVD service

software follow the same format.
• The examples that are shown in this presentation represent the Cat
ET procedure.
• Please follow the same process for SIS DVD.
 Online Activation - Cat ET
1XX

Click
License Cat ET …
Online Activation - Cat ET

1XX

Choose a Method
Online or Manual
The ONLINE
Method is
PREFERRED for
Faster Installation

Click Next
 Online Activation - Cat ET

1XX

1. Click Activate

2. Click Next
Online Activation - Cat ET
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech
1XX

Joe Tech

1. Enter Activation ID
2. Enter User Name
3. Enter PC Serial Number or Asset Tag Number
4. Click Activate

????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2

Joe Tech
C00XXXXXXXXX
Online Activation - Cat ET

1XX

Progress Bar

????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2

Joe Tech
C00XXXXXXXXX
Online Activation - Cat ET

1XX

SUCCESS
Cat ET is Licensed

Click OK
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2

Joe Tech
C00XXXXXXXXX
 Online Activation - Cat ET

1XX

1. ET Serial Number ????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2

2. Activation ID 1X

3. DAYS REMAINING
on License
 Manual Service Software Activation

• Instructions for the Manual Activation of Cat ET and SIS DVD

service software follow the same format.
• The examples that are shown in this presentation represent the Cat
ET procedure.
• Please follow the same process for SIS DVD.
Manual Activation - Cat ET
User selects Manual to generate a Request
file that must be uploaded to the license
activation server manually
The ONLINE Method is PREFERRED
for Faster Installation

1. Select Manual

2. Click Next
Manual Activation - Cat ET

1XX

1. Click Activate

2. Click Next
Manual Activation - Cat ET

1XX 1. Enter Activation ID

2. Enter User Name
3. Enter PC Serial Number or
Asset Tag Number
4. Click Save Request
5. Send Manual_Request.xml
file to License Admin via
Flash Drive or other device
 Manual Activation - Cat ET
• Dealer License Administrator uses DSL to send Manual_Request.xml file to License
Security Server

• Dealer License Admin generates Response File and saves response.xml Response File to
Flash Drive or other device

• Cat ET User Loads response.xml file Response File on User’s PC

• Service Software application prompts user to accept the license in order to install the
Activation ID onto PC

• Application is enabled with the proper level of functionality

• License is enabled for 365 days

• Manual licensing forces the user to obtain a file via the Internet during the
process
Manual Activation - Cat ET

1XX

1. License Admin sends Response

File to Cat ET User
2. User launches Cat ET
3. User Selects Load Response File
Manual Activation - Cat ET

Select response.xml
Manual Activation - Cat ET

Click Open
Manual Activation - Cat ET

1XX

Click OK
 Manual Activation - Cat ET
1XX

Click
License Cat ET
Manual Activation - Cat ET

1XX
ET123456

????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2 SUCCESS
Joe Tech
C00XXXXXXXX
X Cat ET is Licensed
 Manual Activation - Cat ET

1XX

1. ET Serial Number ????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2

2. Activation ID X

3. DAYS REMAINING
on License
 Service Software Deactivation

• Instructions for the Deactivation of Cat ET and SIS DVD service

software follow the same format.

• The examples that are shown in this presentation represent the Cat
ET procedure.

• Please follow the same process for SIS DVD.

Deactivation - Cat ET

1XX
ET123456 1. Record or copy the
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech
Activation ID in a
C00XXXXXXXX separate file in order to
X
install the Activation ID in
a New Computer

2. Choose Deactivate

3. Click Next
 Deactivation - Cat ET
1XX

ET123456
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech
C00XXXXXXXX
X

Click Deactivate
Deactivation - Cat ET
1XX
ET123456
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech
C00XXXXXXXX
X

Click Yes
Deactivation - Cat ET
1XX
ET123456
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech

Progress Bar
 Deactivation - Cat ET
1XX
ET123456
????-der3-xxxx-xxxx-ttt5-1ghy-34ed-kbn2
Joe Tech

Click OK

The recorded Activation ID can now be

installed in a different computer
Transfer License

Only applies to
TruckPAR and
Olympian Compass
Old Type License
 Revoke Licenses - Cat ET & SIS DVD

• Computers can be lost, smashed, stolen, etc.

• Cat ET or SIS DVD Licenses may be Revoked

• Revoked Licenses may be REPLACED

• Revoked Licenses may be NOT REPLACED

 Revoke and Replace License - Cat ET

If a license is Revoked and Replaced, the Total License count in an Order Increases

• Order XYZ of 10 TOTAL Licenses Exists

5 Licenses are Unassigned and Available
+ 5 Licenses are Assigned
10 total licenses in Order XYZ

• If one of the 5 Assigned Licenses from Order XYZ is Revoked and Replaced 6
Licenses are Unassigned and Available
+ 4 Licenses are Assigned
1 License is REVOKED
11 total licenses in Order XYZ
 Revoke and Not Replace License - Cat ET

If a license is Revoked and Not Replaced, the License count in an Order is Maintained

• Order XYZ of 10 TOTAL Licenses Exists

5 Licenses are Unassigned and Available
+
5 Licenses are Assigned
10 total licenses in Order XYZ

• If one of the 5 Assigned Licenses from Order XYZ is Revoked and Not Replaced
5 Licenses are Unassigned and Available
+ 4 Licenses are Assigned
1 License is REVOKED
10 total licenses in Order
XYZ
Revoke License – Cat ET

Click Revoke License

Enter the Serial Number to be Revoked

ET475903

Click Find
 Revoke License

1. Enter Reason for

Revoking License

2. Cho
ose
Rev
oke
and
Rep
lace
– Or –
Revoke without Replacement

3. Click Confirm
Revoke & Replace License Results

ET475903

Click Reassign this license

To Immediately Assign the Replacement License
Revoke Without Replacement License Results
Revoke Details
Revoke Licenses – SIS Serial Number Recycling
• Beginning in September 2015 SIS DVD or SIS Network serial numbers will be
RECYCLED after a license is Revoked & Replaced

• SIS DVD software vendor bills Cat based on a count of Active Serial
Numbers

• New serial numbers issued to current users inflates the user count after a
revoke and replacement of a SIS DVD license

• Recycling serial numbers will help reduce cost to Cat which is passed on to
Cat dealers.
Revoke Licenses – SIS Serial Number Recycling

When SIS DVD or SIS Network licenses are revoked and REPLACED
the revoked serial number will be RECYCLED with a new Activation ID

Cat ET Serial Numbers WILL NOT BE RECYCLED

This change affects SIS DVD or SIS Network ONLY

 Revoke License Scenario
SIS Serial Number Recycling
• When SIS DVD or SIS Network licenses are revoked and REPLACED the
revoked serial number will be RECYCLED with a new Activation ID

• Serial Number SS099947 must be revoked and replaced because

Technician Bob who held the license was issued a new computer
- or -
• Serial Number SS099947 must be revoked and replaced because
Technician Bob who held the license is no longer employed by the
dealership

• After Serial Number SS099947 is revoked, SS099947 can be assigned to a

NEW user because SS099947 has a NEW activation ID
Revoke License – SIS

Click Revoke License

Revoke License – SIS

1. Enter the Serial Number

to be Revoked – SS099947

2. Click Find
 Revoke License

11-Sep- 01-Jan- Z999 Tech 15-Oct- 04-Aug- Z999

Z999 2016
SS099947 ZZ12345
Z 2014 2015 ZZ12345
2014 Tech Z

1. Enter Reason for Revoking

License

2. Choose Revoke and Replace

– Or – 3. Click Submit Query
Revoke without Replacement
Revoke & Replace Results

SS099947

Click Reassign this license

To Assign the Replacement Activation ID If
a Replacement is Needed Immediately

If Replacement is not needed immediately the Serial

Number will be returned to the Unassigned inventory
Revoke & Replace Results

1. Enter Attention Data

2. Click Assign License

Recycled License – SIS

After a Revoke & Replaced License is Assigned

Search By Serial Number will find the most recent
Assigned License

SS099947
 Recycled License – SIS

If a SIS DVD or SIS Network Serial Number is recycled The

License Search Results will display the new activation ID
and ALL revoked versions in the current order

New Tech ZZ13 Z999 11-Sep-2014 01-Jan-2016

New Tech ZZ1 Z999 11-Sep-2014 01-Jan-2016 11-Jan-2015

Tech ZZ Z999 11-Sep-2014 01-Jan-2016 25-Sep-2014

 Recycled License – SIS

If a SIS DVD or SIS Network Serial Number is recycled The

License Search Results will display the new activation ID
and ALL revoked versions in the current order

New Tech ZZ13 Z999 Active 11-Sep-2014 01-Jan-2016 15-Mar-2015

New Tech ZZ1 Z999 11-Sep-2014 01-Jan-2016 11-Jan-2015

Tech ZZ Z999 11-Sep-2014 01-Jan-2016 25-Sep-2014

 Recycled License – SIS

Dealer Order Z999/CAT-C9E9-GB88-2WSD-3E42

11-Sep-2014
01-Jan-2016
zwecrwtvt

Z999 – Cat Dealer

New
Assigned License
TechZ1
TechZ2
TechZ3
New TechZZ13
TechZ4
TechZ5
TechZ6
TechZ7
TechZ8
Previous Revoked License Tab

SS099947 Z999 Tech 0aca-1e60-1032-4b46-bfde-e5ad-aca7-1568

Z
 NEW Revoked License Tab

Revoked License
Revoked Licenses Tab
Shows more information to help
identify revoked and recycled
Serial Numbers

Z999 Tech Left

SS099947 71bc-e995-7729-486c-a0f5-152f- 04-Aug-2015 ACTIVE Z999 Tech Z BM28646
Tech Z f26e-53cd Company
Z999 8896-c569-f0fa-4430-b77a-9108-
SS099947
Tech B 0630-1e96
 Excel Export of Order Details Tab Data

• All Order Details data can be exported in one step to an Excel

spreadsheet file

• The data from each Order Details tab will be populated on a separate
worksheet in one Excel spreadsheet file

• Click on the Export Excel button on the Order Details page to export the
Order Details data
 Excel Export of Order Details Tab Data

1.Click
Excel Export
Button

2. Choose
Open
– Or –
Save

Do you want to open or save CAT-C9E9-GB88-2WSD-3E42 export.xls (7.00 KB) from

webtctdm1.ecorp.cat.com?
Excel Export of Order Details Tab Data

Data from each Order Details Tab is

a separate Excel Worksheet
 Order Details –Revoked Licenses Tab Detail

ACTIVE Joe Techni A1B2C3D4E5

Results 1 – 3 of
3.
 Order Details – Editable Fields

• Order Name

• Purchase Order

• Organization

• Attention – Only editable if license is Assigned

Order Details Editable by Dealer Admin
Order Details Editable by Dealer Admin
Order Details Attention* - Editable by
Dealer Admin
* License must be
Assigned

Cont.
 Order Details Attention* - Editable by
Dealer Admin
* License must be
Assigned

1 2

Result

3
 Deactivate (Done by User)

Deactivate in Cat ET or SIS

Possible only on WORKING computers
Deactivate - similar to a ‘transfer”

Crashed PCs cannot have license Deactivated (within Cat ET or SIS)

Use Revoke & Replace – or – Revoke without Replace

Revoke (Done by Admin)

Revoke & Replace Revoke without Replace

Used when: Used when:

PC has crashed hard drive and replaced PC is lost or stolen
Revoke within DSL Revoke within DSL
Assigns new serial number for Cat ET
Recycles the serial number for SIS DVD
Keeps the same expiration date for both Cat ET and SIS DVD
 Contact Information

You may contact our group through our TIAS Inbox at any time.
[email protected]

You may also submit a form on the Contact Us page of the Dealer
Software Licensing page.
Contact Us Link – Mailed Directly To:
[email protected]

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