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Authored By

Alissa Wilczynski

Abstract

This article provides a tutorial on transferring a softkey from one machine to another or applying a support or subscription update. This process requires internet access. 

Contents


This article outlines how to move a softkey license from one machine to another or applying an update to a softkey license. This process requires your activated license currrently resides on your machine, and requires internet access. 

If you are working on a machine without internet access, please see "Activate, transfer, or update a softkey license on a machine without internet access."

Before getting started

Before continuing this article, you should be certain that you have a softkey license. If you received a USB dongle from Zemax Sales, you do not own a softkey license. To update a Red or Green USB license, refer to the following article: Update a Red or Green USB license with internet access. For updating Black USB keys, refer to Is my key under current support.

Softkey_license

 

To follow the instructions in this article, you will need to have access to the machine the license is currently activated on, an internet connection, and the Zemax License Manager installed. The Zemax License Manager is automatically bundled with OpticStudio and Lensmechanix. If your currently licensed machine has been lost, stolen, or had a hardware or software failure, it cannot be transferred to a new machine and is subject to the Zemax Licensing Policy.

If you were sent a support or subscription renewal update email with a code in brackets like [123-456-789-d34-e456]. skip to the Update a softkey license section. If you wish to move a softkey license from one machine to another, continue below. 

 

Common network license transfer questions

If you have a network license that is installed on a server, here are some common questions and things to know before transferring it. 

Question Answer
Can I transfer a network license? Yes, network licenses may be transferred to a new keyserver machine. Before initiating the transfer, you should ensure that there are no active sessions on the license. To view active sessions, see "How do I monitor and control usage of the network license?"
Can I transfer a network license if there are currently seats checked-out? Yes, you may transfer a network license even if there are checked-out seats. Once the checked-out seat's loan period ends, the client's checked out license seat expires regardless of the host location of the network license. To return a checked-out seat early, the client machine simply needs visibility to the new network license location.
Can I transfer a checked-out seat on a client machine? No, checked out seats are locked to the machine that checked out the license. The "transfer away" button is unavailable to indicate this. You will need to check the license seat back in, and check it out on a different computer.

 

Preparing to transfer

Note: The license transfer process changed in OpticStudio 16.5 and in the Zemax License Manager released after August 2016. The transfer process is not compatible between new and old versions. Before beginning transfer, you need to verify you are using compatible License Manager versions on the source and destination computer. If your licensed machine has been lost, stolen, or reinstalled, your license cannot be transferred and is subject to the Zemax Licensing Policy.

  1. On the source computer (where the license currently is activated), open the Zemax License Manager. Make note of the date at the top. 
  2. On the destination computer (where you want to move the license to), open the Zemax License Manager. Make note of the date at the top.
  3. If both Zemax License Managers are...
    1. ...dated after August 2016, move to the section "Transfer a license using OpticStudio versions released after August 2016." 
    2. ...dated before August 2016, move to the section "Transfer a license using OpticStudio versions released before August 2016." 
  4. If one computer uses a license manager before August 2016, you will need to update the Zemax License Manager. You can get the ZLM from the Resource Files sectoin of the Downloads page. Once installed, there will be a new "Zemax License Manager" folder in your Windows start menu, separate from the OpticStudio folder. Once both versions are dated after August 2016, proceed to "Transfer a license using OpticStudio versions released after August 2016." 

Transfer a license using OpticStudio versions released after August 2016

The transfer process for versions after August 2016 has 2 primary steps:

  1. Push the license away from the currently licensed machine (source machine). You will be given a transfer code and the option to email the code. The license will "live" on the Zemax License Server indefinitely until you complete step 2.
  2. Retrieve the license from the Zemax License Server to any machine of your choosing using the transfer code generated in step 1.

Now, we will walk through the complete details for each step in this process.

Transferring the license away

To transfer a softkey license away from a machine:

  1. On the currently licensed machine (source machine), close OpticStudio if it is currently open. 
  2. Launch the Zemax License Manager (ZLM) on the source machine from Start...Programs...Zemax OpticStudio or (for network licenses) Start...Programs...Zemax License Manager. For Lensmechanix, open Start...Programs...Lensmechanix.
  3. Ensure that the date at the top of the ZLM is after August 2016. If it is dated July 2016 or earlier, move to the section "Transfer a license using OpticStudio versions released before August 2016."
  4. Navigate to the License Information or Send License tab. Locate the license you would like to transfer in the list. It must be type "Local" (and therefore located on this machine) or the transfer button will not be available. On the right hand side of the license details, you will see a Transfer Away button.
  5. Press Transfer Away.

 

Zemax_License_manager

 


 

  1. If the license you are transferring is a subscription license, you will get this prompt telling you that if you are transferring to a different user, they must be authorized by the License Administrator. You may transfer the license before authorizing them, but they cannot complete the transfer unless the License Administrator makes them an authorized end-user. See the MyZemax FAQ for instructions on how to do so.

 

 

  1. Next, a transfer key dialog will pop up. We recommend sending to the person you intend to receive the transferred license. If you are not sure who will use the license yet, use your own email address. You can always forward the transfer email to the next person when needed.

    Note: Zemax LLC does not save the email addresses entered during this process. They are only used to email the license transfer information . 

 

Transfer_key

 

  1. A dialog box will pop-up with a generated transfer code. This is the code that you will use to retrieve your license, so copy it and keep it in a safe place! If you input an email address in the previous step, an email will also be sent addressed from license@zemax.com with the license number, transfer code and instructions to retrieve it. At this point your softkey license has been removed from your current machine. It will be hosted indefinitely on the Zemax License Server.

    Tip: If you misplace the transfer code or did not receive the transfer email, email support@zemax.com. They can locate the license transfer code for you. 

 

Transfer_code

 

Retrieving the license from the Zemax License Server

After you have completed Step 8 above, your license will be temporarily hosted on the Zemax License Server. The continued steps tell how to retrieve the license. 

  1. On the machine where you would like your license to be located (destination), close OpticStudio or Lensmechanix if it is running.
  2. Launch the Zemax License Manager (ZLM). For OpticStudio users, it is located in Start...Programs...Zemax OpticStudio. For network license keys, open Start...Programs...Zemax License Manager. For Lensmechanix, open Start...Programs...Lensmechanix.
  3. Check the date listed at the top of your ZLM window.
  4. For ZLM versions dated May 2019 or later, continue to step 12a
    For ZLM versions dated Nov 2018
    or earlier, move to step 13.
     
    1. Select Receive License.
    2. Paste in the code you received when you transferred the license away from its previous host machine. Be sure to paste the entire transfer code including all brackets, either () or |()|.
    3. Click Activate.

 

 

  1. If your license is a subscription type, you will also be prompted to log in to your Myzemax account when completing the transfer. Note: If you get an error that you are not authorized to use the license, the License Administrator at your organization will need to make you an end user of the license. See the MyZemax FAQ for instructions on how to do so. If you receive any other error, check the "Frequently asked questions (versions after August 2016)" section below. 

    If Activate is greyed out, then you are trying to use a transfer code in a different format which is not compatible. These transfers are codes that includes brackets in the format {}
    If you get any errors after applying the code, first check the "Frequently asked questions (versions after August 2016)" section below to see if the suggestions apply to your situation.
     
  2. Once the transfer is complete, the license manager will go to the View LIcense page. You can close it and Launch 
     
  1. For ZLM versions dated November 2018 or earlier:
    a. Click on New Key
    b. Paste in the code you received when you transferred the license away from its previous host machine. Be sure to enter the transfer code exactly as received, including brackets ().
    c. Click Apply License.

If Apply License is greyed out, then you are trying to use a transfer code in a different format which is not compatible. These transfers are codes that includes brackets such as {} or |()|.

For transfer codes with {} brackets, update the Zemax License Manager or OpticStudio version on the destination machine and try again.
For transfer codes with |()| you need to complete the transfer in a May 2019 (19.4) or newer Zemax License Manager.

 

New_key_Apply_license

 

 

Frequently asked questions (versions after August 2016)

This section details some of the common questions that occur when transfering licenses using versions of the ZLM that were released after August 2016.

I get a certificate error when trying to apply the transfer code to the destination machine. What do I do?

Most commonly this means there is an issue with the underlying licensing software required to apply the transfer. There is a reference to this error in the article, "Solving softkey activation or transfer errors." 

 

Sentinel_Keys_page

 

I'm getting an error when I try to Transfer Away. What should I do? 

First, be sure OpticStudio is not running on the machine hosting the softkey. You cannot transfer a license while OpticStudio is open and using it. Next, check that your firewall is not blocking communication with the Zemax Server: open Internet Explorer (no other browsers!) and navigate to the following address: https://zws.zemax.com/OpticStudioService.svc.

If you are able to communicate with the server, you will see a page that says "Metadata publishing for this service is currently disabled..." If you do NOT see this text, your firewall settings are preventing your machine from talking to our license server. Work with your IT person to resolve this problem. Feel free to contact Zemax support if you need any additional information on unblocking the service. If you are still unable to resolve this issue, you can also use the offline transfer method
 

What happens if I transferred the license away, but I want it back on the same machine?

You can use the transfer code to retrieve the license from the Zemax License Server on any machine, including the original host machine.
 

What should I do if I lost my transfer code?

Contact support@zemax.com. Please include license key serial number (this should begin with "L10...") if possible. If you do not have that, please provide the company name, registered user of the key if known, and time and date it was transferred. We will help find the missing code for you.

 

Transfer a license using OpticStudio versions released before August 2016

To move a softkey license from one machine to another, both machines must have internet access and be able to communicate with the Zemax server. If one or both machines do not have internet access, please see "Activate, transfer, or update a softkey license on a machine without internet access." If your licensed machine has been lost, stolen, or reinstalled, your license cannot be transferred and is subject to the Zemax Licensing Policy.

The transfer process for versions before August 2016 has three primary steps.

  1. Start on the destination machine, and generate a license transfer code.
  2. Move to the source machine (where the license is currently activated), and push the license away onto the Zemax transfer server. 
  3. Complete the license transfer on the destination machine.

Now, we will walk through the complete details for each of these 3 primary steps:

  1. Start on the destination machine and generate a license transfer code
    1. Close OpticStudio on both machines, if it is currently open.
    2. Move to the machine you would like to move the softkey to, referred to as the "destination" machine. 
    3. Launch the Zemax License Manager (ZLM) from Start...Programs...Zemax License Manager. 
    4. Check the date posted at the top of the License Manager. If it is dated September 2016 or later, move to the section, "Transfer a license using OpticStudio versions released after August 2016." 
    5. In the ZLM, navigate to Transfer Key...Generate Transfer Code. Copy the code generated in this dialog box and either email it to yourself or copy it into a file accessible to the source machine. Note: Be sure to include the brackets {} when saving the code. 

 

Generate_Transfer_Code

 

  1. Move to the source machine, and push the license away onto the Zemax transfer server.
    1. Move to the currently licensed (source) machine. Open the Zemax License Manager. On the "License Information" tab, find the license that you would like to move to the destination machine.
    2. Click Transfer Away and, in the pop-up dialog, paste the code generated from the destination machine. Note: Be sure to include the brackets {} when pasting to typing the code. 

 

Transfer_Away

 

Confirm that you do want to remove the license from this machine, and you should receive a message "License successfully transferred away." The license has now been transferred temporarily to the Zemax server. If you receive any other message, there was an error during your transfer. Please read the error text and attempt to follow the instructions. If the error persists, first check the "Q&A" section below to see if the suggestions apply to your situation. If you still need help, contact support@zemax.com. Please provide a screenshot or text of the error message, a description of the steps you have completed, your license key number (L1XXXXX) and the transfer code you attempted to use. 

  1. Complete the license transfer on the destination machine.
    1. Return to the destination machine. Open the Zemax License Manager again.
    2. Click Transfer Key...Complete Transfer.
    3. Paste or enter the transfer code into the pop-up box. Again, be sure to including the brackets. The license will then be retrieved from the Zemax server and saved on the local machine. The License Information tab should now be populated with the license you transferred in. If you have any problems, refer to the Q&A section below. 

 

Click_Complete_Transfer

 

Frequently asked questions (versions before August 2016)

This section details some of the common questions that occur when transfering licenses using versions of the ZLM that were released before August 2016.

I'm getting an error when I try to Transfer Away. What should I do?

First, be sure OpticStudio is not running on the machine hosting the softkey. You cannot transfer a license while OpticStudio is open and using it. Next, check that your firewall is not blocking communication with the Zemax Server: open Internet Explorer (no other browsers!) and navigate to the following address: https://zws.zemax.com/OpticStudioService.svc.

If you are able to communicate with the server, you will see a page that says "Metadata publishing for this service is currently disabled..." If you do NOT see this text, your firewall settings are preventing your machine from talking to our license server. Work with your IT person to resolve this problem. Feel free to contact Zemax support if you need any additional information on unblocking the service. If you are still unable to resolve this issue, you can also use the offline transfer method

What happens if I generate a transfer code, then decide not to move my license?

When you generate a transfer code, you create a fingerprint to identify a particular transfer process. If you do not wish to continue the transfer, you can simply abandon the process at this stage.

If I decide I no longer want to move the license but have already hit Transfer Away, what should I do?

Your license is now stored on the Zemax server. The best and easiest way to retrieve your license is to complete the transfer to the destination machine, then simply re-transfer the machine back to the original host. If this is not possible, send a message to support@zemax.com explaining the situation. Ensure that your message contains your transfer code and as much key information as you have, such as your key serial number or key ID.

If I generate a transfer code from destination machine A but then decide I'd rather move the license to destination machine B, what should I do?

So long as you have not already pressed the Transfer Away button on the currently licensed (source) machine, you can simply go to destination machine B and generate a new transfer code. Use the transfer code from destination machine B to complete the remainder of the transfer steps. 

It says that I successfully transferred by license away, but when I try to use the transfer code again to get the license on the new machine, I cannot hit OK. I'm sure I'm connected to the internet. What's happening?

Please make sure that you have the a compatible OpticStudio (or Zemax License manager) release installed on both machines -- a transfer code generated in a version released before August 2016 will NOT WORK if you attempt to complete the transfer on a machine using a newer release, dated after August 2016, and vice-versa.

Update a softkey license

When you purchase a support or subscription renewal, add a license seat or upgrade to a new edition of Opticstudio, you will be sent an update code with brackets in a format similar to [123-456-789-d34-e456]. Here's how to receive the update.

Automatic update

For all versions of OpticStudio or the Zemax License Manager released after August 2016, available updates will be automatically applied when OpticStudio or the Zemax License Manager is launched.

  • Updates need to be done on the machine where the license is currently activated. So for OpticStudio network licenses, this means the server machine that hosts the license rather than the OpticStudio client machine. 
  • Automatic updates require internet access. If you need to apply an update to an offline machine, see Activate, transfer, or update a softkey license on a machine without internet access
  • Updates are applied silently by the Zemax License Manager. There is no confirmation message when applied. 
  • The automatic update occurs once each day, the first time that you launch the Zemax License Manager or OpticStudio application.

So, before trying the manual update method below, launch the Zemax License Manager on the machine hosting the license. To check if an automatic update has been applied, look at the "License Information" or View License" tab and verify the "Support expiration" field now reflects the renewed expiration date, and check for any other changes to the license as reflected in the update email. 

Manual update

If the automatic updates did not apply or if you are using a version of OpticStudio or the Zemax License Manager released prior to August 2016, updates can be manually applied according to the following instructions. 

  1. On the machine where the license is activated, open the Zemax License Manager (ZLM). You can open the Zemax License Manager from Windows Start Menu...Programs...Zemax Opticstudio...Zemax License Manager.. If you are working on a network keyserver, open Windows Start Menu...Programs...Zemax license Manager.  
     
  2. For ZLMs released May 2019 or later, navigate to Manage Licenses.
    For ZLMs released before May 2019, navigate to License Information.
     
  3. Locate the license that you received an update code for and press the Update button. Enter the update code provided to you by the Zemax sales team, including the brackets []. You should then receive a message of a successful update. If you receive any error messages, see the "Frequently asked questions (license updates)" section below.

    TIP: If the "update" button is grayed out, you are not logged into the machine where the license is currently hosted or activated.  This typically happens if you are trying to update a network license from a client machine rather than the server. Have someone with access to the license server at your organization apply the update instead.

    Update_code
     
  4. Verify the updated license information.If any information is incorrect, move to "Getting help."
    • For ZLM versions dated May 2019 or later, navigate to View License and note your license's updated information.
    • For ZLM versions dated November 2018 or earlier, navigate to License Information.

Frequently asked questions (license updates)

This section details some of the common questions that occur when updating softkey licenses.

I get an error when applying an update code! What should I do? 

  1. Make sure you are applying the update code from an existing license on the "Manage License" or "License Information" page, not the "New license" or "New Key" page.
  2. Verify that you have included the brackets [] in the update code.
  3. Verify the update has not already been applied in the "License Information" or "Manage Licenses" page. Check the support expiration date and any other changes against the update email you were sent. 
  4. If you have verified you don't already have the update, check that your firewall is not blocking communication with the Zemax Server: open Internet Explorer (no other browsers!) and navigate to the following address: https://zws.zemax.com/OpticStudioService.svc.

If you are able to communicate with the server, you will see a page that says "Metadata publishing for this service is currently disabled..." If you do NOT see this text, your firewall settings are preventing your machine from talking to our license server. Work with your IT person to resolve this problem, or use the link at the end of this answer to perform an offline update.

Once you've confirmed that you can "see" the license server, you can force your software to check for an available update to your softkey license (only Applicable if you are using the Sept 2016 or newer Zemax License Manager). To do this, go to C:\Users\<your user name>\AppData\Local\ZemaxLicenseManager\ and find a file called "Settings.XML." Delete this file, then re-launch the Zemax License Manager.

5. If you continue to experience issues, you can try the offline method in the next question. .

Can I update my license information without connecting to the internet?

Yes! Connecting to the internet is the easiest way to perform the update. If the machine where the key is hosted cannot be connected to the internet, or the process fails, you can update the license using the offline update method

If I update a network license while seats are in use or checked-out from the network, will there be any interruption? 

Any client machines and the keyserver using the network license will see the updated license information immediately. If you have any checked-out (offline) seats, they will not display the updated information until they are checked back in to the license pool. Updating the license while they are in use will not interrupt client's use of the license. 

How often does the automatic update occur? 

The automatic update occurs once each day, the first time that you launch the Zemax License Manager or OpticStudio programs. 

Getting help

If you has troubles transferring or updating your license, contact support@zemax.com for further help. Please include:

  • What you are doing - transfering a license or applying an update and at what point you had troubles. 
  • Your license key number, such as L000001
  • Any error messages you have received
  • A screen shot of the LIcense Information" or "Manage License" page in the Zemax License Manager.
  • The Sentinel Keys page located at http://localhost:1947/_int_/devices.html. This page is also accessible by clicking "Launch Sentinel Admin Control Center" in the Zemax License Manager. 

Summary

This article has covered how to transfer a softkey license for several different scenarios. Please refer to the linked articles for procedural and troubleshooting steps for other licensing issues.


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