About Client Side Only mode
MacroView DMS and MacroView DMS running in Client Side Only mode allow you to use DMS with on-premises and SharePoint Online servers without any server components installed.
In order to use MacroView DMS with an on-premises server in Client Side Only mode or with an Office 365 / SharePoint Online tenant, organisations first need to associate their MacroView license with the on-premises server farm or Office 365 tenant via the MacroView Licensing Website.
The MacroView Licensing Website
The MacroView Licensing website provides information on the product name, seat count, expiry date
and status of every MacroView product associated with your MacroView Licensing website account.
It also provides links to useful resources such as support, downloads and services.
The MacroView Licensing website allows you to manage licences for MacroView products that support
use with SharePoint on-premises in Client Side Only (CSO) mode or with SharePoint Online. To use
these products, all that is required is the installation of the respective client software and activation of
the licence using a licence key provided by MacroView.
If you do not already have a MacroView Licensing website account, you will be prompted to create
one when you first access the licensing website home page or when you first attempt to activate a
licence from the MacroView DMS client.
Creating a licensing website account
When you first log in to the MacroView Licensing website you will be prompted to select either your
Office 365, Microsoft or Google account to associate with your MacroView Licensing website
Click a button to register with any of your Office 365, Microsoft or Google account credentials.
Note: You will be prompted by the relevant account provider to trust the MacroView Licensing
site. You must grant this access in order to register the account.
Enter your details and click Sign In.
Activating a new license
To activate a licence from the client:
The easiest way to activate a new DMS or ClauseBank license is by Configuring a SharePoint server in MacroView DMS.
To activate a licence from the MacroView Licensing website:
Log in to the MacroView Licensing website and select Licences > Activate.
Enter the Licence Key provided by MacroView and the SharePoint Tenant URL then click Next
Select which products to activate or deactivate (at least one product must be selected) then click Next
Confirm the licence activation details and click Finish. You will be returned to the Licences, Summary page where the new licence details will be listed.
Refreshing a license or activating or deactivating a product on an existing licence
To refresh a license or to deactivate or reactivate a product licence, log into the MacroView Licensing website and select Licenses > Summary
Locate the licence key that includes the licence being refreshed, activated or deactivated and click the Refresh button.
Select which products to activate or deactivate (at least one product licence must be selected) and click OK.
Removing a licence from your account
To remove a licence key from your account, log into the MacroView Licensing website and select Licences > Summary
Locate the licence key that includes the licences you wish to remove and click the Remove button.
Confirm that you wish to remove the licence key by clicking OK.
Managing account settings
You can manage your MacroView Licensing account by selecting Settings for the user account
From the user account page, you can register additional Office 365, Microsoft or Google accounts
with your MacroView Licensing account and you can invite other users to manage you MacroView
To invite another user to manage your licences, click New Invitation.
Enter the user's email address and click Send Invitation
An email with a unique invitation URL will be sent to the invitee’s email address and the user account page will be reloaded showing the status of any invitations you have sent.
You can then cancel an invitation or copy an invitation’s URL to the clipboard.