Customer Portal Tutorial

Customer Portal Tutorial

On this page, you'll be able to:

  • View details on new and past software releases
  • Download the latest updates for your products
  • Check your organization’s license and subscription status
  • Manage entitlements and access license files

Legacy OCS Users

Select forgot your password, use your email address to set up a new password.

To sign-up as a new user, please use the new registration page. If you should require any assistance with registration, please contact Teledyne CARIS Customer Services at [email protected]

Licensing and tutorials portal legacy users login screen

License Overview

The License Overview tab displays all products licensed within your organization.

CARIS licensing portal dashboard screenshot

Each line item indicates Product, License Model, Expiration date, Entitlement ID and the Activation status.

User Limit

  • Unlimited for local EID’s and seat count for network environments.

License Model

  • CARIS Local/ Network/Network Commuter for Entitlements, and CARIS HASP Local/Network/Site for Hasp licenses.
Licensing models list screenshot

Sorting

Columns may be sorted (ascending/descending) by clicking the heading titles.

Licensing list sorting filter screenshot

Searching

The Search button allows you to refine the license selections being displayed.

Licensing search within dashboard screenshot

License Activation

Offline Activation

You can perform an activation for yourself or for a person within your organization for any available product. Select the Activate button to begin the process.

Offline activation screenshot

Fill in the contact email

Offline activation entitlement activation screenshot

If the contact is not a registered user: Insert Contact Name and Contact Company

Offline activation contact creation screenshot

Insert Device Name/Locking Code of the pc where the license will be installed.

Offline activation license registration screenshot

Click the Complete Activation button. This automates a License Certificate email to the Activatee, with a zip of the CARIS License and instructions for offline activation.

Offline activation license certificate screenshot

Message displayed Activation Completed successfully. Click the Done button.

Offline activation complete screenshot

Offline Revocation

Select the revoke button to begin the process.

Offline revocation dashboard screenshot
Offline revocation download screenshot

Download Permission Ticket and forward to end-user

Offline revocation download permission screenshot

End-user performs an offline revocation through the License Manager, applies the Permission Ticket creating the revocation proof file that can be emailed to the license administrator or saved to be forwarded in an email.

Revocation permission ticket screenshot
Revocation ticket proof screenshot
Revocation proof email screenshot

Upload the proof file once received from end-user

Offline revocation upload proof screenshot
Offline revocation upload proof confirmation screenshot

Revocation Succeeded verifies completion, the product is now available for activation

Offline revocation succeed list screenshot

Products

You can view all products owned by your organization, and the Entitlements associated with each product.

CARIS licensing portal products list screenshot

The Entitlement ID’s contains the subscription end dates and the activation status of each record.

CARIS licensing portal products activation screenshot

**You can perform Online Activation and Revocation from this screen

Downloads

You will find the latest product releases your organization are eligible to receive, along with installation guides and utilities that are associated with these products.

Portal license downloads list screenshot

Select the more info icon, to view the download type and a brief description.

Portal license downloads description screenshot

Activation

This screen contains all transactions that have occurred on your organizations Entitlements.

License activations list screenshot

You can view the Device Name, Locking Code and download the latest License File from this location and view the status of each activation. EID users can perform Online Activation and Revocation from this screen.

Those clients utilizing HASP Keys, please note: Device Name is the key ID, the Locking Code is the HASP ID, which can be found in the License Utility under Key information.

Devices

View all Device Names and locking codes associated with active Entitlements.

Licensing devices list screenshot

Click the carat (>) to expand the license details to see the associated Entitlements and download the license file.

Licensing entitlements list screenshot

When downloading a license file, you will need to extract the zip file:

EID Licenses

  • Each product requires the individual download file to perform an Offline Activation
Download license screenshot

HASP Key

  • Users need only download one license file, for multi-software keys. Each line item contains a file, however all products are included in each file.
  • Rename the file with a .clf extension. Apply this file in the CARIS License Utility when updating a key.
License HASP key screenshot
License HASP key download information screenshot

Profile

From the home page select the emoji to find information on My Account, Contact Support and Help.

Licensing portal account options screenshot

My Account

To view your account and personal information and update your password. If other updates are required for this account, you will need to contact Customer Services to make these changes.

CARIS Licensing Portal account information screenshot

Contact Us

Send an email to support through an online form.

Licensing portal customer service contact form screenshot

Help

Opens the Licensing FAQ page:   

Licensing software FAQ hub screenshot

Teledyne CARIS' Privacy Policy is available here.

If you have questions or comments regarding Online Customer Services, please contact [email protected]