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Question

Switching from authenticated participant to Perpetual Participant

asked on June 27, 2019 Show version history

Hello,

What are the steps involved in switch from Authenticated to Perpetual Participant licenses? Does is just involve activating the perpetual license to replace the existing authenticated participant license?

 

Thanks in Advance

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Replies

replied on July 2, 2019

Hi Karim,

The exact steps depend on how you are currently using the Forms Authenticated Participant licenses.

  1. Assigned to users within Directory Server (LFDS), then synchronized to Forms
  2. Assigned to a Forms server, then applied to:
    1. LDAP users
    2. Users that exist only within forms

 

Migrating participants from Forms to LFDS

If you do not have any repository users from LF server synchronized for use in Forms, the migration is fairly simple. If you do have repository users in Forms, you will need to account migration tool.

See here for some tips and the order you should perform steps in: https://answers.laserfiche.com/questions/157632/Avante-104-LFDS-and-Forms-Participants#157681

See this post here for more detail on LDAP users migration: https://answers.laserfiche.com/questions/160174/Laserfiche-Account-Migration-Tool#160209

Once you have changed over to using LFDS for authentication, see the next section.

Changing licenses for users within LFDS

The rough overview is:

  1. Remove the existing license assignment
  2. Renew the master license
  3. Assign the new Perpetual Participant licenses

There should be no additional work Forms-side.

Since you have to remove the existing licenses before you renew, there are a couple tips I'd like to share:

If you are using AD sync:

  1. Change any group rules from Forms Authenticated Participants to None
  2. Sync users
  3. Renew master license
  4. Change the group rules from None to the new Participant type
  5. Sync users

 

If you are not using AD sync:

If most (or all) of the users have some type of license assigned, you can use the user filter to do the replace:

  1. Search for any users with license type "None", and note these users. If there are more than a few, see my next recommendation
  2. Search for Forms Authenticated Participant licenses
  3. Select all users and change their license type to None
  4. Renew master license
  5. Search for any users with license type None, select all, and assign the new license type (removing the "No license" users that you noted in step 1)

 

If you have a large number of unlicensed users, I recommend creating a temporary organization and adding all the Forms Participants (or all the unlicensed users) to this organization so that you can still make use of the filter to relicense users. 

Alternatively, you can talk to your regional manager about a temporary license to assist with the transition. This temporary license would require you to renew the master license again after switching out the license types, but avoids the step of setting users to "None".

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replied on June 28, 2019

Also interested in what is involved with transferring from an authenticated participant to a participant. I guess there is a new type just called participant that has read access to the repository.

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