Post on 14-Jun-2019
Rob Reich Teamcenter Business Development
Strategy, Innovation, and Research
1 http://plmworld.org/ © Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Page 2
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Agenda
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 3
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Why do I Care?
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 4
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Reasons for Monitoring License Usage
Why do I Care About Monitoring Licensing Usage?
Interdepartmental charges
Typical scenario is that a central IT organization supports multiple user
communities / departments that use the Teamcenter tool set
The central IT needs to fairly charge for the those group’s usage
Budgeting
Monitor trends of usage to determine when additional license
purchases must be budgeted
Interdepartmental budgeting as with above
Compliance
Teamcenter licensing allows for auditing license usage to enable a
company to monitor their compliance with their license agreement
For public US companies, Sarbanes-Oxley Act of 2002 has financial
reporting implications that requires compliance with software licensing
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Compliance
Teamcenter licensing philosophy is not to force companies to
assign named users to every module license, but to rather allow for
auditing the usage to monitor compliance
“Enable honest companies to stay honest”
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© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Philosophy of Teamcenter Licensing
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 7
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Siemens PLM Software
Licensing Enforcement Philosophy
Focus on monitoring license usage as the first priority and
enforcement of licensing as a second priority
Have enough enforcement to help customers stay honest
End user licensing enforcement should not become a major source of
PRs due to over enforcement
The last thing we want is to block production usage while you’re
waiting for a new license file
Reduce the burden of managing named users
Page 8
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Named User Licensing
Most of Teamcenter is licensed via Named User Licensing
Exceptions exist for server or system wide products and for
integrations that are licensed per the product to which they integrate
Each named user of Teamcenter or one of its modules requires a
license “assigned” to that user
License monitoring fundamentally counts the number of users using
the licenses in a period of time
Counting the number of users of Teamcenter or one of its modules
is easier to calculate / forecast than concurrency ratios
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Teamcenter Fundamental Packaging
Module licenses
Requirements Management
Program Execution Management
Product Configuration, etc.
Integrations
NX Embedded Client
Integration for CATIA, etc.
Visualization Service Levels
Base (included in a seat)
Standard, Professional, and
Mockup plus options
Foundation “Seat” licenses
Teamcenter Author
Teamcenter Consumer
Page 10
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Tools for Auditing License Usage
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 11
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Siemens PLM Software
Before Teamcenter 8.3
Licensing Monitoring
Enforce named user totals at base author / consumer level
Log usage for Teamcenter “seat” feature keys
teamcenter_author
teamcenter_consumer
Leverage the Siemens PL license server (ugslmd) and single license file beginning with the following releases:
NX5
Teamcenter 2007.1 MP3’s unified architecture
Teamcenter Visualization 2007
I-deas NX5
Product Feature
Teamcenter Author teamcenter_author
visview_base
Teamcenter Consumer teamcenter_consumer
visview_base
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Named User Licensing Based on User Definition
Named user licensing
counts “active” users
Author / Consumer
designates license level
Refer to your MLA for
guidelines for
reassigning named
users
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Configure License Warning Level
Configurable warning message to tell administrators that their
license usage is approaching their available licenses
Preference name is "license_warning_level"
Warns administrator
when 5 or fewer licenses
remain for assignment
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Siemens PLM Software
CAD Integration Licensing
CAD integration licensing is consistent with the CAD tool’s scheme
Most CAD integrations are sold as concurrent use licenses
Customers should match the number of Teamcenter CAD Integration
licenses with the number of CAD licenses
Teamcenter will checkout the appropriate feature key associated
with the given CAD integration when it is in use: e.g. nx_integration,
catia_integration, etc.
These licenses are not freed up until the Teamcenter session is ended
Each user leveraging a CAD integration must also have a
Teamcenter Author seat license (named user)
The only exception is for the NX Mach products where a limited,
concurrent use license to Teamcenter is included called
teamcenter_designer
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Siemens PLM Software
Teamcenter 8.3
Licensing Monitoring
Add server side logging for Teamcenter modules
Updates to FlexLM logging to support named user logging
Tools to help analyze usage
BusinessObject
POM_Object
StoredOptionValue PSOption VariantExpressionBlock
Product Configuration licensing logged
on methods on these classes, e.g.
create and modify
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Siemens PLM Software
Teamcenter 8.3
License Features Being Logged
Added logging usage of modules
in addition to logging “seat” usage
Usage recorded for all interfaces,
e.g. rich client, thin client,
Integrations, SOA’s, iPad, ITK’s,
etc.
Independent of the release of
Teamcenter 8.3, there will be
announced new application user
licensing
Where you see application_access
or application_author, these will be
replaced by application_user
Product Feature
CAD Integration – CATIA catia_integration
CAD Integration – NX nx_integration
CAD Integration – Pro/E proe_integration
Change Management change_access
change_author
Classification classification_access
classification_author
Context Management context_mgt_access
context_mgt_author
Product Configuration
platform_des_access
platform_des_author
prod_des_access
prod_des_author
Program Execution
Management
prog_exec_access
prog_exec_author
Requirements Management requirements_access
requirements_author
Visualization visview_mockup
visview_pro
visview_std
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Siemens PLM Software
License Monitoring Tools
Three techniques for license usage monitoring
Teamcenter FlexNet log
Periodically run the lmstat utility
3rd party tool such as FlexNet Manager for
Engineering Applications management and
logging application from Flexera,
http://www.flexerasoftware.com/products/flexnet-manager.htm
Best choice depends on customer need
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License Monitoring Tools
Technique Pro Con
FlexNet license log Free
Provided tool for
analyzing logs based on
licensing rules
Log intended for
debugging
Some impact on
performance
lmstat utility Managed impact on
performance
Used by a few large
customers today
Can miss some usage
Not tailored for
Teamcenter licensing
rules
FlexNet Manager Commercial tool, e.g.
has support
Commercial tool, e.g.
has a licensing cost
Not tailored for
Teamcenter licensing
rules
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Siemens PLM Software
Feature key usage is tracked in the Teamcenter license log
The file is called ugslicensing.log
Feature Key Usage Tracking
Timestamp for
start of a day
Timestamp for
an event
Daemon
name Event type – checking OUT
or IN a license
Module’s feature
key name
Teamcenter user
accessing the feature
Host name
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Siemens PLM Software
Teamcenter 8.3
Updates to FlexLM Logging for Named Users
Teamcenter user id logged versus OS user name
Correctly logs Web and four tier usage
Correctly logs multiple users on a shared two-tier client machine
15:15:02 (ugslmd) OUT: "teamcenter_author" user9@TcServer
Allow a single named user to login multiple times without consuming
multiple license feature keys
Support multiple logins from the same or different displays
Support logins from simultaneous 2 tier and 4 tier connections
The host name is logged as a constant, “TcServer”
Each login will be recorded in the log file, but each will only count as one
license usage by the license server
Caveat – HP-UX PA-RISC hardware running TcServer cannot take
advantage of the new common licensing toolkit
Refer to the release notes for more detail
Teamcenter user name Constant
Page 21
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Two Utilities Provided
There are two utilities to help analyze FlexNet log files
convert_license_log
License Usage Audit Tool
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Convert License Log
The Convert License Log Tool converts a raw license log file into a
delimited text file
The file can be read in a text reader or Microsoft Excel
Simple conversion to provide raw feature key usage
Syntax:
convert_license_log -input=log-file -output=file-
name -delimiter=character [-h]
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Example Convert License Log Output
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License Usage Audit Tool
Analyzes the raw log file and outputs a file including the following
information for the period covered by log file:
Listing of users, seat and feature usage per month
Hours of usage per month
Logs a minimum of one hour per login
Logs a maximum of 7.5 hours per day
Days of usage per month
Number of logins per month
Usage violations and more…
Syntax:
LicenseUsageAuditTool.bat -pseudouser
-i D:\logs\ugslicensing.log -o D:\logs\output.csv
Full path to input
FlexNet log file
Full path to the
output file
Optional: -pseudouser output users only
as pseudo user names to avoid
attributing usage to actual users
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Example License Usage Audit Tool Output
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License Usage Audit Tool Continued
Location on Teamcenter 8.3 media:
additional_applications\LicenseUsageAuditTool\LicenseUsageAuditTool.zip
Tool can be run independent of Teamcenter install
This tool requires the JAVA_HOME variable to be set to java home directory
Example JAVA_HOME = D:\apps\java\jre6
Content
bin\LicenseUsageAuditTool.bat/sh – Script to execute the tool
conf\AuditUsage.xml – Input xml configuration file
lib\LicenseUsageAuditTool.jar – Jar with compiled java classes for this tool
For Usage type
LicenseUsageAuditTool.bat -?
Page 27
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Tools for Auditing License Usage
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 28
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Logging and Reporting License Usage
Teamcenter 9 introduces additional license usage logging
Usage stored in Teamcenter’s database
Logs usage by named user per month similar to the analysis results
of the FlexNet log file
Previously Teamcenter logged only the last login
The reason for adding this logging is…
Removes administrative burden
to monitor the FlexNet log and
to run the analysis tool to convert
log into a useful output
to use “lmstat” and custom reporting
More securely enables hiding of user
identity
Page 29
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Reporting Usage
Admin - License Usage
Report Builder Report available for reporting
license usage per user per month
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Siemens PLM Software
Teamcenter 9
Reporting Usage
Must select appropriate
stylesheet for export into a
CSV formatted file that can
be opened in Excel for
further evaluation and
reporting
Example raw
output
Page 31
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Siemens PLM Software
Teamcenter 9
Reporting Output Opened in Excel
Pseudo ID’s are
encrypted
Features are grouped to minimize
database table space and because
with named user licensing any
feature used is allotted for the
month
Remaining fields match
log analysis results
Page 32
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Usage Reporting Preferences – User Id
Specifies to output the actual user id’s in the usage report
Activates output of the actual user id in
a usage report in addition to the pseudo
user identifier
LicenseUsage_show_userId_in_report
Default is
true
Page 33
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Teamcenter Occasional Author
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 34
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Enforcement
Occasional Authors is a full functional seat license for Teamcenter
that is restricted for use to a limited time per month
5 unique calendar days AND
20 hours
The Occasional Author is not permitted to use Teamcenter for more
than 5 unique calendar days and more than 20 hours
Occasional Author licensing time limits require enforcement
Teamcenter 9 not only added logging usage to avoid the reliance on
FlexNet logs and other tools, but also to enforce Occasional Author
licensing terms
Page 35
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Siemens PLM Software
Teamcenter 9
Occasional Author Licensing Enforcement Flow
User
attempts
to login
Usage
condition?
Under
usage limit
Warn User
Deny login
License
Checkout?
Login
Yes
license
unavailable or
any other
denial reason
Past grace
period
Nearing
usage
limit?
No
Email the
Admin
Email the
Admin
Start
In
grace
period
Yes
No
Page 36
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Licensing Enforcement Flow – Happy Path
User
attempts
to login
Usage
condition?
Under
usage limit
Warn User
Deny login
License
Checkout?
Login
Yes
license
unavailable or
any other
denial reason
Past grace
period
Nearing
usage
limit?
No
Email the
Admin
Email the
Admin
Start
In
grace
period
Yes
No
Page 37
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Licensing Enforcement Flow – Nearing Usage Limit
User
attempts
to login
Usage
condition?
Under
usage limit
Warn User
Deny login
License
Checkout?
Login
Yes
license
unavailable or
any other
denial reason
Past grace
period
Nearing
usage
limit?
No
Email the
Admin
Email the
Admin
Start
In
grace
period
Yes
No
Page 38
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Warnings – Nearing Usage Limit
Example email sent to an administrator regarding an occasional
author nearing their allotted usage
Message from the
occasional author
to the administrator
specified in the
preferences Message details remaining unique calendar
days and hours of usage before reaching the
limit of usage for an occasional author
Page 39
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Teamcenter 9
Occasional Author Warnings – Nearing Usage Limit
Warning message to the user that they
are approaching their permitted usage
for the month
Page 40
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Siemens PLM Software
Teamcenter 9
Licensing Enforcement Flow – In Grace Period
User
attempts
to login
Usage
condition?
Under
usage limit
Warn User
Deny login
License
Checkout?
Login
Yes
license
unavailable or
any other
denial reason
Past grace
period
Nearing
usage
limit?
No
Email the
Admin
Email the
Admin
Start
In
grace
period
Yes
No
Page 41
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Warnings – In Grace Period
Example email sent to an administrator regarding an Occasional
Author usage beyond their allotted usage and within the grace
period
Message from the
Occasional Author
to the administrator
specified in the
preferences Message details remaining grace period
allowed for the Occasional Author… the
admin may need to take action to make
the user an Author
Page 42
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Siemens PLM Software
Teamcenter 9
Occasional Author Warnings – In Grace Period
Warning message to the user that they have exceeded
their permitted usage and have entered a grace period
after which they will not be able to login
Page 43
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Licensing Enforcement Flow
User
attempts
to login
Usage
condition?
Under
usage limit
Warn User
Deny login
License
Checkout?
Login
Yes
license
unavailable or
any other
denial reason
Past grace
period
Nearing
usage
limit?
No
Email the
Admin
Email the
Admin
Start
In
grace
period
Yes
No
Page 44
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Warnings – Login Denied
Example email to administrator regarding an Occasional Author
usage exceeding their allotted usage and the grace period
Message from the
Occasional Author
to the administrator
specified in the
preferences Message notifies the administrator of the usage
denial for exceeding that allotted usage… the
admin should take action
Page 45
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Teamcenter 9
Occasional Author Warnings – Login Denied
Login denial message to the user that they have
exceeded their permitted usage and will not be able to
login again until the start of the next month
Page 46
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Siemens PLM Software
Teamcenter 9
Occasional Author Preferences – Admin Notifier List
List of administrators to notify on over usage of Occasional Author
licenses
Specifies the list of administrative users
that would get the notifications from the
Teamcenter system when Occasional
Authors approach or exceed the allotted
limit of the “Occasional Author License“
usage and/or the users are in the grace
period of the license usage
LicenseUsage_admin_notifier_list
Page 47
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Teamcenter 9
Occasional Author Preferences – Warning Days
Specifies in days when Occasional Authors would be warned
Specifies the remaining duration in
days after which an Occasional Author
will get warning messages
LicenseUsage_days_warning_level
Default is
2 days
Page 48
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Siemens PLM Software
Teamcenter 9
Occasional Author Preferences – Warning Hours
Specifies in hours when Occasional Authors would be warned
Specifies the remaining duration in
hours after which an Occasional
Author will get warning messages
LicenseUsage_hours_warning_level
Default is
5 hours
Page 49
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Siemens PLM Software
License Usage Auditing
Spreadsheet Magic
Why do I care about monitoring
licensing usage?
Philosophy of Teamcenter
licensing
Tools for auditing license usage
Teamcenter 8.3 using FlexNet
Teamcenter 9 built in auditing
Teamcenter Occasional Author
Spreadsheet Magic
For FlexNet logs and Teamcenter
usage reports
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Page 50
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
Types of Output from the Evaluated Log
Monthly Seat Usage
Teamcenter
Authors
Teamcenter
Consumers
Page 51
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Types of Output from the Evaluated Log
What Happens if I Exit Without Logging Out?
Max values
indicates that
the maximum
values were
used at least
once for that
user this month
Reason for
using the max
values is an
license not
released
Count of
times the
max value
was used
Log a full day of
usage which is
7.5 hours
Page 52
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Types of Output from the Evaluated Log
What Happens if I Switch Licenses During the Month?
Note that if the user was a teamcenter_author for part of the month and
a teamcenter_consumer for the rest of the month, the user will be still
logged as the higher seat for the month…
User Pseudo User Seat Feature
user20 User0000020 teamcenter_author teamcenter_consumer
Indicates the Seat
for the Month of
usage
Indicates the specific
feature used for the
entry
Page 53
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Types of Output from the Evaluated Log
Feature Usage Summary
Feature
quantity from
license file
Peak usage
over a year Product No. and
name from
license file
Pivot table on usage
of each feature per
month
Conditional formatting
of overages and
unlicensed usage
Page 54
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Types of Output from the Evaluated Log
License File Lookup
Grabs feature
count from Pivot
Page 55
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Types of Output from the Evaluated Log
Feature Usage Violations
Identifies violations of usage
rules, e.g. in this case use of
authoring capabilities by a
Consumer
Shows number of occurrences and
which month to determine if usage
was a one-time mistake or a
frequent need
Filtered to show license
filter feature violations
Page 56
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Types of Output from the Evaluated Log
Raw Data for Tracking Unlicensed Features
Max values indicates that since the
user did not have a license, we will log
a full day of usage which is 7.5 hours
Reason for using the max
values is an unsupported
feature, i.e. unlicensed
Count of
times
used
Page 57
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Types of Output from the Evaluated Log
Raw Data for Tracking Over Usage of Features
Max values indicates that since the
user did not have a license, we will log
a full day of usage which is 7.5 hours
Reason for using the max
values is a denied feature,
i.e. exceeded available
Count of
times over
used
Page 58
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software
License Usage Auditing
Summary
Why do I care about monitoring
licensing usage? Honest customers need a way to show
compliance
Philosophy of Teamcenter
licensing Some enforcement with tools to
monitor usage / compliance
Tools for auditing license usage FlexNet approach for all releases and
built in auditing in Teamcenter 9
Teamcenter Occasional Author Introduced in Teamcenter 9.1
Spreadsheet Magic Basic filtering and pivot tables / charts
can quickly provide analysis of license
usage
HD User Experience
Intelligently Integrated
Information
Future-proof Architecture
Thank You!
Siemens PLM Connection 2012
Las Vegas, NV
May 7-10
http://plmworld.org/ © Siemens AG 2012. All Rights Reserved.
Siemens PLM Software