Manage product activation keys for WFM

Review when the current product activation key expires and what product functionality it covers. This is listed in the About view that you reach from the File menu in the WFM Windows client.

Apply a new product activation key, for example to replace an expiring product activation key, to add more functionality or to increase the number of agents.

Review which agents that are considered active and count towards the license.

Read the legal notice that lists the software components used.

Prerequisites

  • You have the Open Calabrio WFM permission.
  • You have the Global functions > View active agents permission.

Page location

Client > About

Procedures

Apply a product activation key

Before you start, ensure that you have the new product activation key and that you know where it is located.

  1. Finish any ongoing tasks in WFM and save the changes.
  2. In the client, click the File menu and select About.
  3. Click Apply product activation key.
  4. Click Browse.
  5. Select the product activation key file and click Open.
  6. Click Apply. The desktop client shuts down automatically
  7. Restart any other running clients.

View a list of active agents

The product activation key covers a specific number of active agents. An agent is considered active if they are connected to a team, scheduled on at least one shift within the default scenario and have an active employment. An active employment is when no leaving date is set, or when it is set for a future date.

  • Click Display next to the number of Active agents in use. A list of all active agents is displayed. For each agent, the following information is shown.

    • Business unit.
    • First and last name.
    • Email address.
    • Employment number.
    • The start date of the first person period.
    • Leaving date.
  • Use the list to find any agents that should not be counted as active.

NOTE   Use alternative scenarios if you want to simulate scheduling more agents than what your product activation key covers. Agents who are only scheduled in a scenario other than the default scenario do not count as active agents.

Read the legal notice

The Legal notice view lists the software components used as sub-components by Calabrio WFM and displays the corresponding legal notices needed for redistribution of these components.

  1. In the client, click the File menu and select About.
  2. Click Legal notice.

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