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Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Sage Intelligence Reporting licensing can be tricky, especially given the different license types and the possible network configurations. In this tip we’re going to look at the case of Citrix and or Terminal Server environments and consider the different options available. This includes Terminal Server, Citrix XenApp / XenDesktop, load balanced and single server environments. We’ll start by describing the different Intelligence Reporting licenses and then take a look at the various scenarios.
Sage Intelligence License Types
Intelligence Reporting uses a workstation licensing model whereby licenses are assigned to machines which need access to the Intelligence Reporting modules.  Four license types exist, each giving a different level of access:
Connector license:
This is a site license and gives all workstations access to the Connector module.  It also includes one Report Manager and one Report Viewer license.  Additional Report Manager or Report Viewer licenses are required if you would like to launch more instances of those modules simultaneously.
Report Manager license:
This is a workstation license and gives access to the Report Manager and Report Viewer.
Report Viewer license:
This is a workstation license and gives access to the Report Viewer only.
Report Designer license:
This is a site license and will allow all workstations connected to the Sage Intelligence Repository access to the Report Designer module.
 
Scenario 1 – Single Server Citrix / Terminal Services Environment
In a single server environment, whether Sage Intelligence is included as part of your accounting package (an integrated install) or as standalone, all modules are installed, configured and licensed on the application server.  Purchasing a single Connector and Report Designer license is recommended.  This will give all users access to the Connector module and Report Designer functionality while allowing one user at a time to access the Report Manager or Report Viewer.  If multiple users need to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer Licenses will need to be bought.

Note:  In this case, Terminal Services could also be setup on the application server instead of the gateway server.
 
Scenario 2 – Separate Application and Database Server Citrix / Terminal Services Environment
In this case, whether integrated or standalone, all modules are installed, configured and licensed on the application server.  It is recommended that the Sage Intelligence Repository be setup on the database server and that a single Connector and Report Designer license be purchased.  This will give all users access to the Connector module and Report Designer functionality while allowing one user at a time to access the Report Manager or Report Viewer.  If multiple users need to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer licenses will need to be bought.

Note:  Like with the above case, Terminal Services could also be setup on the application server instead of the gateway server.
 
Scenario 3 – Load Balanced Citrix / Terminal Services Environment
In a load balanced environment, whether integrated or standalone, all modules are installed, configured and licensed on each application server.  The Sage Intelligence Repository is setup on the database server.  It is recommended that a Connector license and Report Designer license be purchased for each server that Intelligence Reporting is installed on.  This will give all users access to the Connector module and Report Designer functionality regardless of the application server they connect to.  This will also ensure that one user at a time can access the Report Manager or Report Viewer regardless of the server they connect to.  To allow multiple users to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer licenses will need to be bought for each application server in the environment.  It is recommended that the same number of licenses be bought for each.

Note:  As with the above cases, Terminal Services could also be setup on each application server instead of the gateway server.
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