Managing Solutions

  • 27/08/2024
  • 14 minutter at læse

This article covers the general management of Continia solutions in on-premises deployments of Microsoft Dynamics 365 Business Central. For information on Continia license management, including how to buy or cancel solution licenses, manage modules, and add or remove companies, see Managing Licenses.

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The procedures in this article are intended for Continia partners. Only partners can perform the steps described. If any of the guides apply to you, please reach out to your dedicated Continia partner and ask them to complete the relevant steps.

To activate a solution

After you have purchased a license for a solution or downloaded the free trial, you can activate the solution by following these steps:

  1. Search (Search) for and select Continia Solution Management.
  2. In the list of installed Continia solutions, select the solution you wish to activate.
  3. On the action bar, select Activate Solution.
  4. Follow the on-screen instructions in the assisted setup guide.

If this is the first solution you activate, the customer's company is also activated at the same time. In this case, you must enter the customer's client credentials and select the company type (test or production) when going through the setup guide. When you order a license for a Continia product through the Continia License Manager, you automatically receive an email with the requested client credentials.

To deactivate a solution

To deactivate a Continia solution:

  1. Search (Search) for and select Continia Solution Management.
  2. In the list of installed Continia solutions, select the solution you want to deactivate.
  3. On the action bar, click Deactivate Solution.

Bemærk

When a solution has been deactivated, certain core features will stop functioning for that solution. However, the solution will still be visible in the user interface, and you can still access its data.

If you deactivate all solutions, the company you’re currently signed in to is also deactivated.

To change client credentials

Advarsel!

Change client credentials only when moving from a production environment to a demo environment. Changing credentials in other scenarios can result in loss of essential data in Continia Online.

Bemærk

When you change a customer’s credentials, all of the customer’s companies and their solutions are automatically deactivated. Afterward, you must manually reactivate all solutions for each company.

To change client credentials, follow these steps:

  1. Search (Search) for and select Continia Solution Management.
  2. On the action bar, select Client Credentials to open the Continia Client Credentials page.
  3. Enter the new client ID and client password, and click Save.
  4. Reactivate all solutions manually using the usual procedure.
  5. Repeat these steps for any additional companies.

To update partner information

When you enable Update all Continia Solutions, the partner details you enter are applied to all installed Continia solutions, even if some solutions previously had different partner information.

To switch to a new Continia partner, the new partner must follow these steps:

  1. From the organization's environment, search (Search) and select Continia Solution Management.
  2. Select the solution for which you want to update partner details.
  3. On the action bar, click Update Partner Information.
  4. Enter the Continia PartnerZone credentials.
  5. Click Update.

To activate companies

After a company has been added, it must be activated. You do this by activating the relevant solutions using the activation procedure. You must activate at least one solution per company to activate the company itself.

To deactivate companies

You can deactivate a company directly in the user interface by deactivating all active solutions for the company you're currently signed in to. When all active solutions are deactivated, the company is also deactivated.

Bemærk

When a company has been deactivated, certain core features will stop functioning for this company. However, the company will still be visible in the user interface, and you'll can still access its data.

To register a company as a test company

Companies can be registered as test or production companies, and in most cases, you can change the company type after the initial activation. Your options depend on whether you use production or demo credentials.

Using production credentials
When you activate the first solution for a customer's company, you must specify whether it’s a test or production company. With production credentials, both types point to production environments. The only difference is that test companies don’t require a license.

You can change the company type later, if needed:

  1. Search (Search) for and select Continia Solution Management.
  2. Under Company Status, select the company type (test or production).

Using demo credentials
When you activate the first solution for a customer's company, the company is always registered as a test company, and this can't be changed.

To activate a company after database changes

Sometimes you may have to make changes to your database, for instance, if you need to move it to a new server or would like to back up your system to test new functionality. In such cases, you must reactivate all companies following the change.

To prevent accidental import of production data into a test environment, the system detects database changes automatically. When a change is detected, all companies and solutions are deactivated, and a warning appears on the Continia Solution Management page.

To reactivate companies and solutions:

  1. Search (Search) for and select Continia Solution Management.
  2. Select the displayed warning to open the Continia Client Credentials page.
  3. Do one of the following:
    • If the database is a copy of another database (whether a production or a test database), change the client credentials and select Save. Then activate all solutions manually using the activation procedure.
    • If the database has been moved or restored, select Update Database Info to continue with your existing credentials. This will automatically reactivate all solutions.
  4. Repeat these steps for any additional companies in the database.

To reactivate a renamed company

When a company is renamed, it must be reactivated. You can do this either from the Role Center or from the Continia Solution Management.

To reactivate from the Role Center:

  1. In the Role Center, the notification "<Solution name> has been installed. Would you like to activate it now?" is displayed. Select this notification to start the Solution Activation setup guide.
  2. Complete the guide.

To reactivate via Continia Solution Management, follow these steps:

  1. Search (Search) for and select Continia Solution Management.
  2. On the Continia Solution Management page, a red label with the text "The company has not been activated correctly" is displayed. Select this label to reactivate the company, including all previously activated solutions. The red label will disappear upon activation.

To copy a company for use as a test company

Bemærk

Only one set of client credentials is stored in each database. For example, the customer's production credentials are stored in a production database, and from here they point to the production environments of Continia Online and the Continia Web Approval Portal. If you want a complete separation of your test and production environments, you must create a new database and use demo credentials for this.

To create a new test company in a production database by copying a production company in the same database:

  1. Copy the company, and give it a new name. For details on how to do this, see this Microsoft article.
  2. Open the company that you've just created as a copy.
  3. Search (Search) for and select Continia Company Setup.
  4. Under General, enter a new company code, and select OK when you're done.
  5. Activate the company by activating all relevant solutions using the activation procedure. As you complete the setup guide, select Test Company as the company type.

To copy a company for use as an active company

To create a new active company in a production database by copying a production company in the same database:

  1. Copy the company, and give it a new name. For details on how to do this, see How to create companies (Microsoft article).
  2. Deactivate the original company:
    1. Open the original company (unless you're already signed in to this).
    2. Using Continia Solution Management, deactivate the original company by deactivating all active solutions. When all active solutions have been deactivated, the company is also deactivated.
  3. Activate the new company:
    1. Open the new company.
    2. Using Continia Solution Management, activate the new company by activating at least one solution. You do this using the activation procedure.

To copy a production database for use as a test database

When copying a production database for testing, you must separate it from production details in Continia Online by using demo client credentials.

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You can't use the same client credentials in multiple databases simultaneously.

The activation status of a company is stored in Continia Online. When the system checks if a company is activated, it does so based on the client credentials, the company name, and the company GUID that are stored for the company in the database. If you don't change the client credentials, the new test database will be activated as the production database, thereby taking over the existing production database's activation status. Also, the test database will be linked to production details in Continia Online.

To copy a production database for use as a test database:

  1. Restore the new database.
  2. Using Continia Solution Management, change client credentials to demo client credentials.
  3. Search (Search) for and select Continia Company Setup.
  4. Under General, enter a new company code, and select OK.
  5. Activate the company by activating all relevant solutions using the activation procedure. As you're using demo client credentials, the company will by default be registered as a test company.

To copy a production database to a new server

When you copy a production database to a new server, you must update the client credentials in one of the databases or delete the client credentials from one of the databases. To delete the client credentials, run the table and delete the relevant record in the table.

To import data into a company using import tools

When importing data from one company to another using import tools such as Rapid Start, you must make sure that Continia Core tables are skipped, as they store the current company's activation data. If the Continia Core tables aren't omitted, you could corrupt the data and invalidate the company's activation state.

Therefore, you must skip importing data stored in objects in the following range: 6192810 to 6192868.

Managing licenses
Resellers and partners