BusinessPhone Communication Platform 5.1
Dialogs

## System-Administrator Tool

## Profiles

It is possible to define “user-rights”, the so-called BMS profiles. This way you can create user groups more easily. There are two types of profiles: master and user.

### Master profiles

A system may only have one master profile. The master profile is not part of the profile list, and you cannot change the master profile. No matter if you are using a basic or a master installation, no user gain more access rights than those defined in the master profile. All new profiles are restricted by this limitation as well.

However, you can create a new master profile. Although the new master profile is displayed in the profile list, it will not effect the system that was used for creating the profile. To use a new master profile, you must export the profile first. Additionally, you are asked to enter the license-key for the target installation.

If you do not know the license-key of the target system, do not enter a key and leave the field blank. This way, you can import the new master profile to any temporary master installation.

If you enter a license-key, the profile can only be imported to an installation that uses the license-key you have entered during export. This will automatically convert the temporary license to a full master license and remove the 28-day-restriction.

For more information, see also section Apply Master.

### User Profiles

A user profile is required to assign rights to a user. A system has to kinds of profiles: admin & default. These profiles cannot be deleted and should not be edited as well.

admin |  | highest possible rights |
default |  | default fallback-profile for any non-existing profile |

### Creating profiles

Any user with the appropriate authorization can create a new profile. If you cannot create a profile, please ask your system administrator for further details.

You can only assign access rights that are part of your own profile. For more information, see section Profile List.

### Exporting profiles

You can export all user files that are shown in the profile list. Please note that you cannot change the name during the export process.

Exporting a profile is another way to save a profile to another location. This way, you can import the profile to another BMS installation later on.

If you export a master profile, you are asked to enter a license-key for the target installation. If you do not know the key, leave the field blank. Please see also sections Apply Master and Profile List.

It is recommended to use unique export names for every target system.

## Licensing

This section gives an overview on how to license BMS for special functionality like FAR or BEA

### Basic BMS functionality after installation

When the BMS package is initially installed on the target PC and no license is applied, only a few programming and administrative functions can be executed (internal/external directory book, number series, user/user profile handling…).

A default administrator account (user name: admin / password: default) is activated, defining a BMS user who has ALWAYS assigned the whole range of functionality that is allowed for the particular BMS according to the active Master Profile. It is not possible to delete this user account or change the applied User Profile to alter the access rights of this user in any way. The only thing modifiable is the password. An auxiliary function has been implemented to reset the password to default in case it was forgotten once it has been changed.

In addition to the basic configuration/administration functions, a demo user for BEA might be activated to introduce the BEA functionality to all interested customers (surname: beademo / password: default). After activation of this demo user, it is possible to specify ONE extension to be handled by the account.

### Full featured BMS

As BMS is the necessary tool for installation and maintenance of BusinessPhone we provide our sales partners and local companies with a free-of-charge license ('Standard license') for a fully functional BMS. This has to be activated by entering a special password key. The Product Management/Support in the Regional Offices distributes the key among our partners.

#### Activate Standard License

The following steps have to be followed to activate BMS in full-featured mode. This is done, when you start up the BMS Server, and before you start the Internet Explorer.

- At the BMS Server window, select: Settings -> Licensing -> Change Access -> Create Standard License
- In the window popping up next, enter (copy/paste) the password key that has been received earlier.

The distributed key for the BMS full-access is not secured in any way, so each partner must be aware that giving it out of hands could lead to an uncontrollable “unlocking” of BMS installations amongst customers. It has to be considered that the existence of the admin/default account in every BMS installation in that case will lead to customer access to ALL sensitive functions of BMS!

#### Licensing of Flexible Access Rights (FAR)

Note

To be prepared for FAR, the following steps have to be taken at the target BMS installation PC: At the BMS Server window select Settings -> Licensing -> Change Access -> Create Master License

If a BMS installation shall be scalable in functionality, then Flexible Access Rights (FAR) have to be licensed for this particular BMS installation. A partner can determine the overall functionality of a customer's BMS installation by defining an appropriate Master Profile using his own BMS installation.

##### License Key and EBC Order Number

A license key has to be ordered for the specific BMS installation. Together with the EBC Order Number as a result of the ordering process, a specific file from the target BMS installation Server PC has to be transmitted to the Enterprise License Center - ELC (elc@ebc.ericsson.se). This file (bms_inst.id) is unique for every BMS installation and located in the 'Server' folder within the BMS directory structure. The bms_inst.id is automatically created in the specified folder after the BMS has been installed at the target PC and the BMS Server has been started once.

ELC is checking the received data and returns the generated license key within 3 hours. The ELC is open 24 hours/day.

##### Preparing the Master Profile

After reception of the license key, the Master Profile has to be 'prepared for export' by selecting an appropriate name for the resulting key and applying the received license key into the appropriate field, see section Apply Master.

The resulting file (licensed master profile) can be delivered to the customer's site on a floppy-disc or via e-mail and has to be applied there, using the function 'apply master profile'.

#### Temporary License

It is obvious that the BMS, which has to be licensed, must be installed at the customer site to retrieve the correct file bms_inst.id that is necessary for creation of the correct license key.

To be able to prepare a complete BusinessPhone installation including BMS with a suitable master profile, it is possible to apply a master profile without a valid license key. BMS accepts such a temporary master profile, but the validity of the applied settings is limited to a period of 4 weeks.

Note

Once a temporary master profile has been applied to BMS it is not possible to apply another temporary master profile.

Within this time, a license key has to be ordered and applied using one of the following procedures:

- Repeat the 'prepare for export' function for the master profile as described above (with a valid license key) and re-apply the exported master profile to the target BMS installation.

- The contents of the used master profile do not necessarily have to be identical to those of the previously applied temporary master profile.

- Enter the license key directly at the BMS Server PC.

#### Licensing of BusinessPhone Extension Assistant (BEA)

##### BEA Demo User

Once a BMS gets installed, there is one BEA demo user available for trial purposes. This BEA demo user is capable of handling just one specific extension in a dedicated BP out of the available systems.

In order to activate this user, a special initialization procedure has to be executed:

- At the BMS server PC activate the BMS Server window.
- Select Settings -> Licensing -> Order BEA-License -> Create BEA-Demo User (YES)

This routine activates a specific BEA user account (user name = beademo, password = default) that can be modified by the administrator to define which extension in which system can be handled by this user. There is no time limit set upon validity of this user account, so we are offering an unlimited trial phase for BEA.

#### BEA licensing

If it is required to handle more than one extension with BEA, then a primary BEA license has to be ordered by following these steps:

- At the BMS Server PC, activate the BMS Server Window.
- Click on the Settings button.
- Click on the Licensing button in the opened window.
- Click on Order BEA-license.

- Now you are asked if you want to create a BEA-Demo user.

- Click on No.

- You are asked if you would like to create a BEA Order Request.

- Click on Yes.
- Select the required license (50, 100, 150, unlimited) from the box
- Click on the Done button.

- Locate the file bea_lic.req that is automatically created in the …/BMS/Server folder after the above selection. This file contains the requested number of extensions and will have to be provided to ELC where the license key will be created.
- The license key has to be ordered for the specific BMS installation using the common ordering tools. Together with the EBC Order Number as a result of the ordering process, the bea_lic.req file has to be transmitted to the Enterprise License Center - ELC (elc@ebc.ericsson.se). ELC is checking the received data and returns the generated license key within 3 hours.
- The returned file - the BEA license key - has to be applied using the function Import BEA license.

##### Additional BEA Upgrade License

Once a primary BEA license is activated at the target BMS installation, purchasing BEA upgrade licenses, which are available as +50, +100, and +150 extensions, may increase the number of licensed extensions for BEA. The upgrade process is identical to the one for primary licenses except the fact that BMS is recognizing already existing primary licenses and offers only upgrade licenses in the appropriate select-box (compare to step 9 above).

Note

There are no temporary BEA licenses (compared to licensing of FAR).

Revision: B © Ericsson Enterprise 2003