Managing Your Solutions

This article provides you with information on how to manage your Continia solutions for Microsoft Dynamics 365 Business Central on-premises. For solution management relating to Business Central online, see Using Continia Solution Management.

Using the guides below, you can buy or cancel solution licenses, manage modules (sometimes also referred to as granules), and add or remove companies. However, note that all guides must be completed by your Continia partner on your behalf.

Important

All guides in this article are aimed at Continia partners, as only partners are able to carry out the steps mentioned. So if any of the guides are applicable to you, please reach out to your dedicated Continia partner and ask them to complete the relevant guide(s) for you.

To buy a license

If you as a partner want to buy a license for one or more Continia solutions for a customer, follow these steps:

  1. Go to the Continia PartnerZone.
  2. In the menu at the top, select License Manager. Note that you must have admin rights to access this.
  3. Do one of the following:

    • In the list of customers, find the customer that you want to buy a license for, and select Manage on the right to open the Solutions manager page.
    • If the customer isn't on the list yet, set up a new customer: In the upper-right corner, select Create new customer, and add all relevant details. You should be able to find all of these in the Microsoft PartnerSource Business Center. Note that MS Voice ID is the customer's Microsoft license number. Select Next to open the Solutions manager page.
  4. On the Solutions manager page, select the solution for which you want to buy a license.
  5. Select the preferred license type and the number of users. The displayed options are based on the number of users you entered when you set up the customer, meaning that some of the options may have been grayed out.

    Note

    If you select Document Capture in step 4 above, you'll also have to select which OCR type you prefer once you've selected license type and number of users.

  6. Under Companies, enter the name of the customer's company, and select Add company to add any additional companies. Note that you'll be charged extra for additional companies, as they aren't covered by the basic license.
  7. Select Add license when you're done.
  8. Repeat steps 4-7 above for any additional solution(s) you want to buy a license for.
  9. In the blue box on the right, select Complete order to open the order confirmation page. Enter any extra information in the displayed fields (all optional), and select Submit order when you're done.

The placed order is now sent to Continia, and you – the partner – will receive an order confirmation by email. Once the order has been processed, another email is sent to you with the credentials you must use when you activate the licensed solutions. Note that it may take up to two days to process your order, as all orders are processed manually by Continia personnel. Finally, a third email containing an invoice will be sent to you at a later point in time.

To activate a solution

When you've bought a license for a solution as described above, you can activate the solution by following these steps:

  1. In Business Central, choose the Search icon, enter Continia Solution Management, and then choose the related link.
  2. In the list of installed Continia solutions, select the solution you wish to activate.
  3. In the action bar, select Activate Solution.
  4. Follow the on-screen instructions of the assisted setup guide to complete the activation.

Canceling a license

If, for some reason, you decide that you want to cancel a license, you can always do so by sending a cancelation email to accounting@continia.com, including the customer's name and license number. Note that this email must be received by Continia no later than 30 days before the license renewal date.

All licenses are renewed automatically at the end of the license period, so you must actively cancel any license that you wish to discontinue in order for it to end.

To add modules

As a partner, you can add modules to a customer license by following these steps:

  1. Sign in to Microsoft PartnerSource Business Center.
  2. Look up the relevant customer using the costumer's Microsoft account number.
  3. Select Registered ISV Modules.
  4. Select Add ISV Module.
  5. In the list of ISV providers, select Continia.
  6. Select the module(s) that you want to add to the license. You can find a list of all Continia modules here.
  7. Select Register to add the selected module(s) to the license.
  8. Download an updated license for the costumer.
  9. Upload the updated license to your customer's Business Central environment, and ask the customer to restart Business Central.

To remove modules

As a partner, you can remove modules from a customer license by following these steps:

  1. Send an email to accounting@continia.com with information on what modules should be removed.
  2. Sign in to Microsoft PartnerSource Business Center.
  3. Look up the relevant customer using the costumer's Microsoft account number.
  4. Select Registered ISV Modules.
  5. Deselect each of the modules that you want to remove in order to deactivate them.
  6. Select Register to remove the deactivated module(s) from the license.
  7. Download an updated license for the costumer.
  8. Upload the updated license to your customer's Business Central environment, and ask the customer to restart Business Central.

To add companies

If you want to add one or more companies to a customer's Continia solution, follow these steps:

  1. Go to the Continia PartnerZone.
  2. In the menu at the top, select License Manager. Note that you must have admin rights to access this.
  3. In the list of customers, find the customer that you want to buy a license for, and select Manage on the right to open the Solutions manager page.
  4. On the Solutions manager page, select the solution to which you want to add a company.
  5. Under Additional companies, select Add additional company and enter the name of the company you're adding. Note that you'll be charged extra for additional companies, as they aren't covered by the basic license.
  6. Select Add license when you're done.
  7. Repeat steps 4-6 above for any additional solution(s) you want to add companies to.
  8. In the blue box on the right, select Complete order to open the order confirmation page. Enter any extra information in the displayed fields (all optional), and select Submit order when you're done.

Removing companies

As a partner, you can remove one or more companies from your customer's solutions by sending an email to accounting@continia.com with information on what companies should be removed. This email should also include the customer's name and/or voice ID.

See also

Continia Document Capture Resellers and Partners
Continia PartnerZone
Microsoft PartnerSource Business Center
ISV modules to add to NAV/Business Central license