Customer Portal Overview

The CivilGEO Customer Portal is an easy-to-use, web-based portal that gives you complete access to your account information as well as the ability to view product licenses, number of licenses, licenses currently used, subscription validity, and number of computers using the licenses. In addition, you can also add new licenses, download the latest version of the software, and add a new user or new administrator to the Customer Portal. The CivilGEO Customer Portal allows the administrator to easily track the status of available licenses as well as software usage trends.

There are two types of user groups that can use the CivilGEO Customer Portal:

Administrators can view, create, and manage portal users and administrators within the organization.

Portal Dashboard

The portal dashboard displays general information on CivilGEO licenses and details on the subscription allotted to your organization, such as the number of software products, the number of license(s) for each software product, and subscription validity. In addition, you can also add additional license(s) and download license server installers.

After logging in to the CivilGEO Customer Portal using the provided username and password, the portal dashboard will be displayed.

Managing the User Profile

1. To view and/or edit the user profile, click on the username dropdown menu shown in the upper right corner of the window and select the My Account option.
   
2. The My Account page will be displayed showing the user profile information.
   
3. Click the edit option (Pencil icon) next to the Profile to edit the first name, last name, and email. In addition, you can upload your profile photo from local devices using the [UPLOAD PICTURE] button.

License Overview

The License Overview section of the portal dashboard provides details on the total number of active license(s), license(s) that are going to expire, as well as those that have already expired.

System Status

The System Status section of the portal dashboard allows the user to check the current operational and health status of CivilGEO’s online data services.

Clicking on the [VIEW CIVILGEO SERVICES STATUS] button provides real-time updates for various services such as Web Map Services, Web Feature Services, Tile Map Services, and Licensing Services, as shown below.

Help Activating License

In the Help Activating License section of the portal dashboard, selecting specific  section subtopics redirects the user to corresponding articles in our knowledge base that explain how to activate the license.

Add Licenses

This section allows the admin to make a request to add more license(s).

To add a new license, follow the steps below:

1. From the left side panel on the CivilGEO Customer Portal, click on the [Add Licenses] button as shown below.
   
2. The Add Licenses page will be displayed.
   
3. This page allows the user to define information for purposes of requesting additional license(s).
4. From the License Details section and Product dropdown entry, select the software product for which you would like to add more license(s).
5. Specify the number of license(s) to be added for the selected software product from the Quantity entry field and click the [Next] button.
6. The Contact Information section will be displayed with the organization’s auto-filled contact information. Then, click on the [Next] button.
   Note: All the fields in the Contact Information section are editable.
7. From the Terms and Conditions panel, check the I agree to the above terms checkbox to accept the terms and conditions required for adding a new license(s).
   
8. Click on the [Submit] button and the following dialog box will be displayed.
   
9. This dialog box will prompt you to re-enter the password in order to submit the request.
10. Enter the password and then click on the [LOGIN] button.
11. Your request will be forwarded to the CivilGEO licensing team, which will contact you for further processing.

Downloading Latest Release Software

This section describes how to download the licensed software products associated with your account.

Refer to this article in our knowledge base, which discusses how to download the latest CivilGEO software from the CivilGEO Customer Portal.

Downloading a Network License Server

This section describes how to download the Network License Server for your Floating Network License.

To download the Network License Server, follow the steps below:

1. From the CivilGEO Customer Portal, click on the [DOWNLOAD INSTALLER] dropdown menu under the product section for which you want to download the Network License Server and select the Network License Server option.
   Alternatively, you can also download the Network License Server from the Software Downloads page. Refer to this article in our knowledge base to learn more about downloading the Network License Server software.
   Note that the Network License Server option is only available for Floating Network License users.
2. The following webpage will be displayed.
   
3. Click the [Download] button to download the Network License Server installer.
4. Once the download is complete, double-click on the downloaded installation file.
5. The installation program will start up. Follow the instructions to install the software.

To learn how to install the Network License Server, refer to this article in our knowledge base.

Generating a License Listing

Clicking on the Licenses menu item from the left side menu, a list of all current and previous licenses provided to your organization will be listed.

To generate a list of all licenses, follow the steps below:

1. From the left side panel, click on the Licenses menu item.
   
2. The Licenses page will be displayed listing all the licenses associated with your organization.
   
3. Click on the filter icon to display the filter selection list.
   
4. From the Application dropdown combo box, select the type of application. By default, All is selected.
5. From the Type dropdown combo box, select the type of licenses. By default, All is selected.
6. From the Activation ID dropdown combo box, select the activation ID. By default, All is selected.
7. From the Status dropdown combo box, select the status (active or expired) of the licenses. By default, Active is selected.
8. A list of all deployed entitlements will be displayed for your organization. Each line item represents a license entitlement, which includes the Application, Purchased On, Type, Number of Users, Subscription Valid Until (i.e., License Expiration Date), Activation ID, and Status.

Product Usage

The Product Usage menu item provides a comprehensive overview of your product’s licensing details such as usage history, active license status, usage chart, etc.

Note that clicking on the Product Usage menu item will display various options, as shown below.

License Usage Details

Clicking on the Usage Details option under the Product Usage dropdown menu item allows the administrator to see information related to how a software license is being utilized or employed.

To see the license usage details, follow the steps below:

1. From the left side panel, click on the Product Usage dropdown menu and select the Usage Details option.
   
2. The Usage Details page will be displayed. Each line item includes the Application, Version, Serial No., License Type, User Name, Machine Code, IP Address, and Activated On.
   
3. Fill in the relevant filter selection criteria such as product license, date range, etc. to get the filtered data.
   When you select the Custom option from the Date range dropdown combo box, then you can specify the start and end dates for the date range. Otherwise, the date range selector fields are disabled.
4. Click on the filter icon to display the filter selection list to get the additional filtered data.
   

Active Licenses

Clicking on the Licenses in Use option under the Product Usage dropdown menu item allows the administrator to see which users within the organization are currently using the software.

To see the list of active licenses, follow the steps below:

1. From the left side panel, click on the Product Usage dropdown menu and select the Licenses in Use option.
   
2. The Licenses In Use page will be displayed, which lists all the users who are currently using the software. Each line item includes the Application, Version, Serial No., License Type, User Name, Machine Code, IP Address, and Activated On.
   
3. Click on the filter icon to display the filter selection list.
   
4. From the Application dropdown combo box, select the type of relevant application. This will list all users who are currently using the selected application. By default, All is selected.
5. From the License Type dropdown combo box, select the type of license. By default, All is selected.
6. From the Serial Number dropdown combo box, select the serial number. By default, All is selected.

Usage Chart

Clicking on the Usage Chart option under the Product Usage dropdown menu allows the administrator to see the license usage in chart format. This allows the user to make business decisions to determine if additional licenses need to be acquired. The chart can also be copied to the clipboard and pasted into Microsoft Word for report creation.

From this page, the user can choose one of the following types of charts to show license usage: Licenses Used, Usage Level, and License Availability.

To see the licenses being utilized in a chart format, follow the steps below:

1. From the left side panel, click on the Product Usage dropdown menu and select the Usage Chart option.
   
2. The Usage Chart page will be displayed showing the licenses being utilized during the specified date range.
   
3. Fill in the relevant filter selection criteria such as product license, usage chart types, date range, and time segmentation.
   When you select the Custom option in the Date Range dropdown combo box, then you can specify the start and end dates for the date range. Otherwise, the date range selector fields are disabled. When the date range selector fields are enabled, a calendar control is provided for the user to select the start and end date. When the user selects a start date, the software automatically sets the end date as being 30 days in the future. The minimum date range is one day, and the maximum date range is one year. Dates cannot be selected that are in the future.
4. Click the [Update] button to view the licenses being utilized during the specified filter selection.

Usage Heat Map

The section allows the administrator to see how often the licenses are being utilized during the specified date range in a heat map format.

The heat map table will be represented by a data grid that has 7 columns, corresponding to the days of the week (i.e., Sunday, Monday, Tuesday, etc.). Each cell corresponds to a single date, and will list the following information.

Note that each cell will change its background color based on the usage percentage, as shown below:

To see the licenses being utilized in a heat map format, follow the steps below:

1. From the left side panel, click on the Product Usage dropdown menu and select the Usage Heat Map option.
   
2. The Usage Heat Map page will be displayed showing the licenses being utilized during the specified date range.
   
3. Fill in the relevant filter selection criteria such as product license, date range, etc. to get the filtered data.
   When you select the Custom option from the Date Range dropdown combo box, then you can specify the start and end dates for the date range. Otherwise, the date range selector fields are disabled.
4. Click the [Apply] button to view the licenses being utilized during the specified filter range.

Licensing Alerts

The CivilGEO Customer Portal can provide email and text alerts to administrators for various licensing issues—for example, when the license is about to expire or has already expired. Clicking on the Licensing Alerts menu item allows you to configure an alert to avoid over-usage of the software licenses.

To configure the licensing alerts, follow the steps below:

1. From the left side panel, click on the Licensing Alerts menu item.
   
2. The Licensing Alerts page will be displayed.
   
3. Select the checkbox(s) adjacent to each alert trigger to activate the licensing alerts.
4. Enter contact information such as a valid email address and SMS phone number under the Contact Details section through which you will receive licensing alerts. Note that you can add additional contact information by pressing the [Enter] key.
5. Once finished, click the [UPDATE ALERTS] button to save the changes.

Managing Accounts and Users

The Admin Center menu item allows CivilGEO Customer Portal administrators to manage users and settings for the entire account.

Note that clicking on the Admin Center menu item will display the various administrative commands, as shown below.

Manage Users

From the left side panel, click on the Manage Users menu item under the Admin Center section. The Users page will be displayed. This page allows the administrator to view all the users of the License Manager, add or delete users and administrators as well as control whether the two-factor login authentication is enabled or disabled in the licensing portal. Each line item includes a username, email address, user group, role, and two-factor login authentication.

To learn how to add new users and administrators, refer to this article in our knowledge base.

Manage User Groups

From the left side panel, click on the Manage User Groups menu item under the Admin Center section. The User Groups page will be displayed. This page lists the user groups in your organization that have access to software licenses and the CivilGEO Customer Portal. Each line item includes a user group name, welcome email, and members of a group. Group members share the same products and settings as they typically reflect an organization’s structure, with specific departments, projects, or teams.

The Licensing Portal administrator can create and delete user groups in the licensing portal.

Welcome Emails

From the left side panel, click on the Welcome Emails menu item under the Admin Center section. The Welcome Emails page will be displayed. This page allows you to add new users or groups to send a welcome email providing helpful information and resources to get started with the licensing portal.

When users are first added to an account, they receive a welcome email that explains how to log into the Licensing Portal to access the software licenses.

The Licensing Portal administrator can customize the message within these emails and manage the reply email address and additional contact information for new users to send questions.

Custom User Fields

From the left side panel, clicking on the Custom User Fields menu item under the Admin Center section allows the administrator to add or delete custom fields for additional information. The custom fields will appear in the user details section for all users.

To learn how to add custom field(s), refer to this article in our knowledge base.

Request Training

This section allows the Licensing Portal administrator to request free training for users to maximize license usage and improve engineering work processes and productivity.

To request free training, follow the steps below:

1. From the left side panel on the CivilGEO Customer Portal, click on the [REQUEST TRAINING] button.
   
2. The Request Training page will be displayed.
   
3. Fill in the required information and check the I agree checkbox option.
4. Then, click on the [SUBMIT] button.
5. Your request will be forwarded to the CivilGEO technical support team, which will be glad to honor the requested training date and time given the availability of training engineers. You will get a confirmation calendar invite by email if the requested training date and time are available. If it is not available, a support person will contact you for possible alternative date(s) and time(s).

If you are still having issues, contact our technical support. They will be glad to assist you further.