Contents
Technical Licensing Requirements for Genesys Products
This topic introduces the Genesys licensing terminology and discusses what types of licenses you need for your specific Genesys installation.
Introduction
Along with its software, Genesys supplies you with software licenses. Licenses describe your legal rights to use the features that Genesys software provides and permit that use. Genesys bases its licensing system on the concept of sellable items. That is, a list of products that you purchase and their quantity are translated into the list of licensed features and the number of licenses. Genesys then combines a licensed feature that corresponds to one sellable item with additional technical information about your contact center environment and translates the result into one or more technical licenses, which are designed to make it easier to control licenses. Therefore, the types and number of licenses you receive from Genesys depend entirely on your environment and the items you have purchased. Starting from Release 7.x, Genesys has improved its licensing system to:
- Better align technical licenses with sellable items, from which they derive.
- Simplify inquiries for license information.
- Increase licensing system flexibility to better meet the needs of a particular customer configuration.
Starting from Release 8.x, Genesys products begin verification of the version of corresponding license features in a license file. This means that Genesys 8.x products will check out only 8.0 license features.
To control the use of licensed features, Genesys currently deploys the FLEXlm/FlexNet Publisher (hereafter referred to as "Flex" or "License Manager") licensing mechanism described elsewhere in this document.
Sellable-Item Licenses
All Genesys products require product licenses, represented by sellable items as shown on the customer's product order schedule. These licenses represent the software capabilities you have purchased, the quantity of units related to these software capabilities, and the deployment mode for the software. The sellable-item licenses you have are listed in the license file that Genesys issues you for your installation. For more information on license files, see License Files.
Technical Licenses
The following Genesys components and applications require technical licenses.
- Call Concentrator
- Classification Server
- Configuration Server
- CPD Server
- CTI-Less T-Server
- Genesys Desktop .NET Toolkit
- Genesys Agent Scripting
- Genesys Desktop
- Genesys Info Mart
- Genesys SDKs: Agent Interaction Java and GIS
- Interaction Server
- IVR Server
- Load Distribution Server
- Network T-Server
- Outbound Contact Server
- Solution Control Server
- T-Server
- Universal Routing Server
- Voice Callback
- Virtual Platform Support
- Voice Treatment Server
For the full product mapping, see Genesys Product Mapping to Technical Licenses.
In addition, any server operating in a redundant configuration requires a special license. For more information, see Solution Control Server.
The following sections provide general descriptions of technical licenses and offer basic formulas for determining a number of technical licenses derived from licensed features (sellable items). Refer to for exact license names for the listed products as those names appear in license files.
Configuration Server
Basic Functionality
With a stand-alone Configuration Server or a redundant pair of primary and backup Configuration Servers, you do not need any licenses.
Geographically Distributed Environments
In a geographically distributed configuration environment, the master Configuration Server is running at the site where the Configuration Database is located while Configuration Servers at multiple remote sites are working in so-called Proxy
mode and are connecting to the master Configuration Server. To use this configuration, you must have one license to enable all instances of Configuration Server to operate in Proxy mode.
T-Server (7.2 and later)
Starting with release 7.2, T-Server no longer requires technical DN licenses (tserver_tdn
) in order to operate.
T-Server 7.2 supports three types of licenses:
- First type controls agent seats (tserver_sdn)
- Second type controls HA configuration (cti_ha_option)
- Third type controls multi-site configuration (tserver_iscc)
Basic Functionality
A stand-alone T-Server serving a single site requires licenses to register all DNs it monitors. DNs that agents use in day-to-day contact center operations, such as Extensions and ACD Positions, have to be registered using licenses that control agent seats. T-Server 7.0 and 7.1 releases, also requires licenses that control technical DNs—DNs that Genesys software uses for various CTI functions, such as ACD Queues and Routing Points.
The number of licenses is defined as the number of DNs that can be registered on T-Server.
HA Functionality
In the hot standby high-availability (HA) configuration, a redundant pair of primary and backup T-Servers are operating with the hot standby redundancy type. To use this configuration, you must have a special CTI HA technical license per redundant pair in addition to basic T-Server licenses. Neither T-Server in a redundant pair starts if this technical license is unavailable. Moreover, the primary and backup T-Servers must use the same license server to control the same pool of DNs.
Multi-Site Functionality
With the multi-site configuration, a number of T-Servers, usually serving different switches or switch partitions, communicate with each other. To use this configuration, you must have the multi-site configuration type of license, that for multi-site support, one license per site, in addition to basic T-Server licenses. This means:
- One license per T-Server serving a particular site, if running in the stand-alone or warm standby redundancy configuration
- One license per redundant pair of primary and backup T-Servers serving a particular site, if running in the hot standby redundancy configuration
Network T-Server
All Network T-Servers require licenses to enable:
- Basic Functionality
- Multi-Site Functionality
In addition, the Network T-Server for GenSpec supports two additional types of licenses:
- NTS Deployment Functionality
- Call Parking and Treatments Functionality
Starting from 7.x Releases, Genesys supports technical licenses for:
- Network T-Server for AT&T
- Network T-Server for Concert
- Network T-Server for GenSpec
- Network T-Server for ISCP
- Network T-Server for NGSN
- Network T-Server for OPSI
Basic Functionality
A stand-alone Network T-Server serving a single site requires licenses to register all DNs it monitors. DNs that agents use in day-to-day contact center operations, such as Extensions and ACD Positions, have to be registered using licenses that control agent seats.
Network T-Server might use this first type of licenses in some rare instances. However, in most cases, this license type is defined with a value of 0.
The number of licenses is defined as the number of DNs that can be registered on the Network T-Server.
Multi-Site Functionality
With the multi-site configuration, Network T-Servers communicate with a premise (traditional telephony) T-Server or another Network T-Server. To use this configuration, you must have the licenses for multi-site support, one license per site, in addition to Basic Functionality Network T-Server licenses.
For example, if your configuration contains one Network T-Server communicating with one premise T-Server, you need two multi-site licenses, one for each T-Server.
Genesys also issues this type of licenses for the IVR Server when it uses the IVR-in-Front configuration mode.
NTS Deployment Functionality
Network T-Server for GenSpec requires one deployment license to run all instances of Network T-Server for GenSpec.
Call Parking and Treatments Functionality
To perform call parking and treatments, Network T-Server for GenSpec requires a separate type of license that controls the number of ports used for call parking and treatments.
CTI-Less T-Server
CTI-Less T-Server supports three types of licenses:
- First type controls agent seats.
- Second type controls HA configuration.
- Third type controls multi-site configuration.
Basic Functionality
With a stand-alone CTI-Less T-Server serving a single site, you only need the first type of license to register DNs that CTI-Less T-Server monitors. The first type controls agent seats—all DNs that agents and supervisors use in day-to-day contact center operations, such as Extensions and ACD Positions. The number of licenses is defined as the number of DNs that can be registered on CTI-Less T-Server.
HA Functionality
In the hot standby high-availability (HA) configuration, a redundant pair of primary and backup CTI-Less T-Servers are operating with the hot standby redundancy type. To use this configuration, you must have a special CTI HA technical license per redundant pair in addition to basic CTI-Less T-Server licenses. Neither CTI-Less T-Server in a redundant pair starts if this technical license is unavailable. Moreover, the primary and backup CTI-Less T-Servers must use the same license server to control the same pool of DNs.
Multi-Site Functionality
With the multi-site configuration, a number of CTI-Less T-Servers, usually serving different switches or switch partitions, communicate with each other. To use this configuration, you must have the third type of license, that for multi-site support, one license per site, in addition to basic CTI-Less T-Server licenses. This means:
- One license per CTI-Less T-Server serving a particular site, if running in the stand-alone or warm standby redundancy configuration
- One license per redundant pair of primary and backup CTI-Less T-Servers serving a particular site, if running in the hot standby redundancy configuration
Solution Control Server
Three types of licenses enable certain Solution Control Server (SCS) features:
- The first type, MLSNMP, controls SNMP (Simple Network Management Protocol) functionality.
- The second type, MLDistributed, controls support for geographically distributed environments.
- The third type, ha_redundancy, controls the Solution Control Server ability to perform a switchover automatically within any redundant pair of servers (a primary and a backup) running with either the warm standby or hot standby redundancy type.
Solution Control Server can perform a switchover even without a license, if the Solution Control Interface user first shuts down the primary application in the redundant servers pair or performs a manual switchover command.
Basic Functionality
With a stand-alone SCS or a redundant pair of primary and backup Solution Control Servers that do not communicate with a third-party network management system (NMS) you do not need any licenses.
SNMP Functionality
In an environment with SNMP (for example, an NMS), you must have one SNMP license to enable SNMP functionality of the Management Layer.
Geographically Distributed Environments
In a geographically distributed management environment, Solution Control Servers are communicating with each other and controlling a particular part of the Genesys environment while running at multiple remote sites (but within the same configuration environment). To use this configuration, you must have a separate license, one per entire Genesys configuration environment, that controls the distribution of software-management functions.
Primary Backup Mode Control
Solution Control Server ensures server availability by switching operations from the primary server to the backup server. Licenses are required for SCS to perform a switchover.
You must have a special HA technical license, one per Genesys configuration environment, that controls redundant operations. See the corresponding version of Framework Management Layer User's Guide.
Universal Routing Server
Universal Routing Server (URS) supports two types of licenses, which you cannot combine:
- Basic routing functionality (router seats)
- HA capability (router HA)
Basic Routing Functionality
Universal Routing Server (URS) is licensed by the maximum number of concurrently enabled places for routing of interactions.
URS is licensed by the maximum number of concurrently enabled places for routing of interactions.
High Availability Mode
Universal Routing Server's High Availability mode is subject to licensing. It includes the Hot Standby mode of operation and use of the pickup_calls option.
If the HA license (the router_ha_option license feature) is not available or failed to check out and the URS option pickup_call is true, URS does not support the pickup-calls functionality (routes as if pickup_calls is false).
In summary, URS High Availability mode means the Redundancy type is Hot Standby, and the pickup_calls option is supported. For more information on the URS pickup_calls option, see the corresponding version of Universal Routing Reference Manual.
Router Connector License
All third-party sellable tools and applications which require or utilize Genesys Universal Routing functionality, including access to Genesys Universal Router web interface to provision target information, statistics, etc., require the Router Connector License. Please contact your account executive for more information on its applicability and pricing.
Universal Routing Server 8.0
Licensing features of Universal Routing Server (URS) 8.0 are the same as previous releases, however, a new licensing of version 8.0 is required.
Outbound Contact Server
Outbound Contact Server (OCS) supports two types of licenses, which you cannot combine:
- Preview dialing functionality
- Full dialing functionality (enables Preview also)
Both types of licenses control outbound seats—those accommodating agents involved in an outbound campaign (or, in other words, the agents logged into a Queue associated with a Campaign Group).
Preview Dialing Functionality
To use Preview dialing mode with a stand-alone OCS or a redundant pair of primary and backup OCSs, you must have the licenses that enable Preview dialing mode.
Full Dialing Functionality
To use a full range of supported dialing modes with a stand-alone OCS or a redundant pair of primary and backup OCSs, you must have the licenses that enable this complete functionality.
See the corresponding version of Outbound Contact Deployment Guide.
Voice Callback
Universal Callback Server (UCS) supports two types of licenses:
- Preview license uses the Preview dialing mode; this mode is limited to the preview of callback requests delivered to the agent. Autodial (automatic) mode is not allowed.
- Full license enables both Preview andAutodial mode (with an optional CPD Server). It has no functional limitations.
You can use either license.
See Voice Callback Reference Manual and Voice Callback Deployment Guide for further licensing details.
Server-Side License Control
The License Types table illustrates how licensing control works in UCB Server:
| License Type | Number of Callback Requests |
|---|---|
| vcb_preview | Number of callback vcb_preview requests per 60 minutes in Preview mode |
| vcb_full | Number of callback vcb_full requests per 60 minutes in Full mode (that is, preview+auto) |
Primary/Backup Support
UCS, as any other Genesys server, also requires the SCS-controlled high-availability license for redundant configurations. See section Solution Control Server.
Database Dependencies
The main database table where all callback-related information is stored (this table is configured through the list option of Routing Point) has a field called call_time (type int, not nullable). This field is populated by the current time in UTC format upon initial insertion of the callback record. UCS uses this field to enforce licensing after recovery on startup or a switch between primary and backup servers.
You enter the table name of your choice when you configure the Table Access object.
Configuration Dependencies
See the corresponding version of Voice Callback Reference Manual for configuration dependencies and options.
CPD Server
A stand-alone CPD Server (or a redundant pair of primary-backup CPD Servers) running in tandem with OCS requires licenses that control the number of Dialogic ports used for outbound and/or engaging calls. When ordering licenses, specify whether CPD Server is functioning in ASM mode (Active Switching Matrix) or in standard mode (non-ASM).
Call Concentrator
One license per instance is required.
Load Distribution Server
One license is required to run all instances of LDS.
IVR Server
IVR Server supports several types of licenses:
- IVR-Behind-The-Switch Mode
- IVR Universal Mode
- IVR Network T-Server Mode
- IVR High Availability
Basic Functionality
Genesys provides the following configuration modes for the IVR Server:
- IVR-Behind-The-Switch, a basic configuration in which a T-Server that is connected to the premise switch (using computer-telephony integration [CTI] links) can monitor the call activity on IVR channels. An IVR-Behind-The-Switch license is required for each IVR port that will be used with an IVR Server running in IVR-Behind-The- Switch mode.
- IVR-In-Front, in which a CTI link is not involved in the call processing. An IVR Universal license is required for each IVR port that will be used with an IVR Server running in this mode. The IVR Universal License can include licenses which would allow customers to run their IVR Server in both the behind and in-front modes.
- IVR Network T-Server, in which the IVR Server (an IVR T-Server running in Network mode) is a link to a user-provided Network IVR application. The routing strategy and a Genesys Network T-Server are used to route the calls to the Network IVR for processing. An IVR Network T-Server license is required for each IVR port that will be used with an IVR Server running in IVR Network T-Server mode. If routing will be used with an IVR Server running in IVR Network T-Server mode, an IVR Network T-Server Routing license is required.
- IVR High Availability, in which the IVR Servers work in Hot Standby mode. One IVR High Availability license is required for each IVR Server Hot Standby pair of IVR Servers.
Multi-Site Functionality
With a multi-site configuration, a number of IVR Servers (usually serving different switches or switch partitions) communicate with each other. To use this configuration, you must have one issc license for multi-site support per site, in addition to basic IVR Server licenses. This means you need one license per IVR Server serving a particular site.
Voice Treatment Server
The number of licenses is defined as the number of Voice Treatment Options (VTO) ports.
Genesys Info Mart
The following Genesys Info Mart technical licenses work in combination to control the type of interaction media, the number of data sources, and the redundancy of those data sources:
- Voice Media (Mandatory)
- Redundancy (Optional)
- High Availability (Optional)
Voice Media
You need the Voice Media technical license to transform and to load data from the following sources into Genesys Info Mart:
- Configuration information (extracted from a single Configuration Server database)
- Voice interaction information (extracted from a single Call Concentrator database)
- Agent login and status information (extracted from a single Stat Server database).
- Outbound contact solution information (extracted from a single or multiple Interaction Concentrator databases).
Redundancy
In addition to the Voice Media technical license, you need the Redundancy technical license to transform and to load the following data into Genesys Info Mart:
- Voice interaction information extracted from multiple Call Concentrator databases, where each database records unique events, that is, unique events and no duplicates between Call Concentrator databases.
- Agent login and status information extracted from multiple Stat Server databases, where each database records unique events, that is, unique events and no duplicates between Stat Server databases.
High Availability
In addition to the Voice Media and Redundancy technical licenses, you need the High Availability technical license to transform and to load the following data into Genesys Info Mart:
- Voice interaction information extracted from multiple Call Concentrator databases, where pairs of redundant databases record the same events, so that each event is duplicated in a given pair of Call Concentrator databases.
Genesys Desktop
Genesys Desktop supports three types of licenses:
- Basic Functionality
- Genesys Agent Desktop
- Genesys Supervisor Desktop
Genesys Desktop Server requires the Basic Functionality license to startup. At runtime, Desktop Server determines which additional license(s), Genesys Agent Desktop or Genesys Supervisor Desktop, it needs. This depends on the login information that a user provides and on the configuration of the corresponding Person object in the Configuration Database.
Basic (Server) Functionality
Desktop Server includes a Java library called Agent Interaction Layer (AIL). A special license is required to enable this library. A single license is required to run all instances of Desktop Server.
Genesys Agent Desktop
This technical license gives a user access to all of the Agent-facing functionality of Genesys Desktop. One license is required for each logged in user.
Genesys Supervisor Desktop
This technical license gives a user access to both the Supervisor-facing and the Agent-facing functionality of Genesys Desktop. One license is required for each logged in user.
If no more Genesys Supervisor Desktop licenses are available, a supervisor may try to login in a restricted mode using a Genesys Agent Desktop license, if one is available.
Genesys Desktop .NET Toolkit
Users of Genesys Desktop .NET Toolkit (or Genesys Agent Desktop (GAD) .NET Toolkit 7.1 and earlier) must have technical licenses both to run Genesys Integration Server (or Genesys .NET Server, 7.1 and earlier) and connect to it: For information, see Genesys SDKs: Agent Interaction Java and GIS.
Genesys SDKs: Agent Interaction Java and GIS
Genesys SDKs may require two different types of licenses: those related to Agent Interaction Java and those connected with use of Genesys Integration Server (GIS). The Agent Interaction Java licensing provides access to features of the Agent Interaction Layer (AIL). The GIS licensing requirements vary according to the way you plan to interface with that Server. That is, the licenses you need for GIS depend on what GIS services you plan to use. Different implementations of your Genesys SDK-based applications with GIS services require different technical license.
- Agent Interaction Java
- GIS
- GIS Services:
- Agent Interaction Service
- Interaction Service
- Queue Service
- Configuration Service
- Statistics Service
Agent Interaction Java
This technical license ( ISDK_FACTORY) makes available the agent features of the Agent Interaction Layer (AIL) Java library. You need one license per running AIL instance. In conjunction with Agent Interaction Java, if you plan to implement DN Route Point monitoring in your customized application, you must also have an ISDK_QUEUE license.
GIS
GIS provides various services, each of which has its own licensing requirements. But GIS itself also requires its own license— GIS. One license is required for each instance of GIS.
GIS Services
Implementation of the following services requires a corresponding technical license.
Agent Interaction Service
You need the GIS Agent Interaction Layer (AIL) Service license (ISDK_FACTORY
) if you plan to connect your client to the Agent Interaction that GIS provides. (You also need the Interaction Service license for each GIS instance running the Agent Interaction service.)
Interaction Service
You need the GIS Interaction Service license (GIS_INTERACTIONSERVICE
) if you plan to connect your client application to the Agent Interaction or Queue service that GIS provides—one license per client connection.
Queue Service
You need the GIS Queue Service license (ISDK_QUEUE
) if you plan to connect your client application to the Routing service (and benefit from AIL's routing features). You need one license for each GIS instance running the Agent Interaction service.
Configuration Service
You need the Configuration Service license (GIS_CONFIGSERVICE
) if you plan to connect your client application to the Configuration service that GIS provides from Configuration Server. You need one license per client connection.
Statistics Service
You need the Statistics Service license (GIS_STATSERVICE
) if you plan to connect your client application to the Statistics service that GIS provides. You need one license per client connection.
Genesys Agent Scripting
One license per instance is required.
Interaction Server
Interaction Server requires oneics_multi_media_agent_seat license in order to log in per agent. For an agent to be able to process interactions of different media types, these media licenses are required:
- ics_email_webform_channel for email interactions
- ics_live_web_channel for chat interactions
- ics_custom_media_channel for Open Media interactions
For example, if one agent is to process e-mail, the required licenses are:
- One ics_multi_media_agent_seat
- One ics_email_webform_channel
Interaction Server requires one iwd_jms_cp license in order to enable the JMS Integrated Capture Point functionality for use with Genesys intelligent Workload Distribution.
Classification Server
Without a license, Classification Server provides basic functionality, which includes screening rules. With an ics_nlp_content_analysis license for the Genesys Content Analyzer option, it also supports intelligent content analysis (also called classification) using natural-language processing technology.
Technical Licenses for Solutions
When you purchase any of the Genesys solutions, Genesys considers what licensed features that particular solution requires and issues the technical licenses you need for each. For example, you would receive the sellable-item license for Universal Routing complemented with the following technical licenses:
- URS licenses.
- T-Server licenses for all seat-related DNs involved with interaction processing; possibly, licensing for T-Server hot standby redundancy; and, possibly licenses for the T-Server multi-site processing feature.
High Availability Licensing
There are two layers of high availability/scalability/distribution functionality:
- Redundancy/warm standby at suite level.
- Advanced high availability that is service-specific.
Licenses for high availability enable the following:
- Deployment of primary/backup servers and control through Genesys Management Framework. See Primary Backup Mode Control.
- Usage of LDS. See Load Distribution Server.
- Usage of distributed Management Framework (CL, ML). See Geographically Distributed Environments.
Technical License Compatibility
When you upgrade an application from a 7.x to an 8.x release, you must order a new license file. See Combining New and Existing Licenses for information on how to combine new and existing licenses. If necessary (due to OS or IPv6 support), or desirable, you may also install a new release of License Manager as described in Techincal Licensing Concepts. Refer to the
Genesys Migration Guide for instructions on migrating from the licensing system of previous releases.
Licenses for Virtual Platform Support
When license control is performed in a virtualized environment, either by running a FlexNet Publisher license server on virtual platforms or by using node-locked application license files, the host-id value returned by the virtual platform is used. When using MAC addresses, it may be necessary to override the default and force the virtual platform to use a static (fixed) MAC address to avoid problems when virtual images are moved between physical machines.
See FlexNet Publisher documentation on virtualization deployment for further details.