To license MacroView DMS or DMS Pro after you have completed an auto evaluation and have received a license key from our Services Team, you need to associate the license key provided with the SharePoint tenant URL. This step is required once and needs to be done by the M365 administrator.

Note: The MacroView license key is linked to the SharePoint Online tenant rather than individual users. 

Associate License Key with SharePoint Environment

Please open the MacroView Licensing website and follow the steps below:

1. Log into your M365 account with an administrator account.

• 1. • 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. If you are prompted for "admin approval" during the first-run setup, please see this article - MacroView Licensing message: "Need admin approval"
       
       
       
       
  3. After the licensing home page loads, select Activate a License.
      
  4. Now, enter the License Key (supplied by MacroView) in the field provided and your SharePoint Online (M365) tenant URL path.
     
     
     Note: Ensure your License key and tenant URL path are accurate, then click Next.
      
  5. The next window will display the MacroView products associated with your license key. Ensure that the required items are selected, then click Okay.
     
  6. The Products tab will now display a list of apps and add-ins that you have associated with the respective tenant and licence key. Details include the number of user seats, the expiry of the item and a status indicator.   

For more information on MacroView Licenses refer to Managing MacroView licenses

Additional Auto Evaluation Users

It is important to remember that your MacroView license is not tied to an individual user, but to the SharePoint Online Tenant. This means that your SharePoint environment only needs to be associated with the license key a single time i.e. the above step only needs to be done once. 

Once the above step has been completed, additional users who were part of the auto evaluation process and wish to continue working with the license simply need to refresh the license on their device.

MacroView DMS - Open Outlook, go to the MacroView Section on the toolbar and select Options > Support  and click on "Refresh Licenses" for the license to be update on their device

MacroView DMS Pro - Open DMS Pro, go to File > Options > Support and click on "Refresh Licenses" for the license be updated on their device.

This process is not required for users who have not been part of the auto evaluation process and who are installing and using MacroView DMS or DMS Pro once the license key has been activated. 

Additional New Users

Users that do not have an existing Macroview installation after a license key is provided need to:

• Download and install the MacroView Solution from the Download Section of the HelpCentre
• Add the SharePoint tenant details

This process will automatically pick up the license key and the related expiry data.