How To Find The Number of SageCRM User Licenses With Sage ERP MAS 90 or MAS 200 EES

By Wayne Schulz • August 4th, 2010

An interesting question came up last night on our private email list concerning the best way to discover the number of available SageCRM user licenses on a MAS 200 EES implementation.

Barbara Goldstein of Quantera Systems wrote:

I don’t know/recall how SageCRM uses licenses. Client has MAS90 EES 1.3 (the 90 version, not 200). They are just starting to use CRM, and notice that they have 1 less available user license. They wonder if CRM uses one up.

Also, in (MAS90) Master Console, they see about 50 SageCRM users logged in, which doesn’t seem normal either. They only have 5 users. It sounds like sessions are not terminating normally.

Any ideas?

TIA,

Barbara Goldstein
Consultant/Sage Certified Trainer
Quantera Systems

- Accounting and ERP Systems -

Common Sense. Uncommon Service.

96 N. Third Street, Suite 150
San Jose, CA 95112
408.280.7587 tel x306
408.882.0373 fax

barbara@quanterasystems.com
www.quanterasystems.com

To which our resident SageCRM Guru and new 90Minds Member Peter Wolf replied:

Barbara,

Because it is a web application, SageCRM is notorious for people not logging out correctly (people typically just shut their browser or close down their PC without clicking logout).

You should be able to tell their true CRM license count by going to

Administration > System > System Behavior and looking in the bottom panel “License Key Information”.

The thing is… the EES CRM licenses are kind of screwy. That’s my technical assessment of the situation anyway. The numbers don’t always reflect the real situation and I wonder if users logging in via the MAS environment circumvent licensing somehow. (I am looking at a client install right this second with 10 CRM licenses, the screen says they have 11 Max users, 14 Active users and -3 seats available)

If you want a second set of eyes, feel free to give me a call or email and I can put you in touch with one of my engineers.

As an aside, we typically recommend that partners recommend pulling up CRM separately, directly in a browser window. There is a lot more screen real estate and the interface runs a lot smoother that way. If your client isn’t doing so, you might want to recommend that approach to them on a go-forward basis.

Good luck – I hope that helped!

Peter
Azamba Consulting Group – SageCRM
312.513.9333

Update – Jim Woodhead of DSD Business Systems found some more information and shares it here:

Logged into MAS only = 1 MAS License in use = 1 Total EES User License
Logged into MAS and launching SageCRM = 1 SageCRM License in use + 1 MAS License in use ? 1 MAS users from SageCRM = 1 Total EES User License
Logged into SageCRM without a MAS task open = 1 SageCRM License in use = 1 Total EES User License
Logged into SageCRM with a MAS task open = 1 SageCRM License in use + 1 MAS License in use ? 1MAS users from SageCRM = 1 Total EES User License

Unlinked user login:
Logged into MAS = 1 MAS user license in use = 1 total EES User License
Logged into SageCRM = 1 SageCRM license in use = 1 total EES User License

Basically, what this says is:
If you have a CRM user ID called John and you do NOT relate this ID to a MAS user / Salesperson, then you would use 2 licenses when this user logs in to CRM and at the same time to MAS.
If you relate John to a MAS user/sales person using “salesperson user mapping” then the same scenario would cost only one license.

© 2010, Wayne Schulz. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

Wayne is a Glastonbury CT based MAS 90 and MAS 200 consultant specializing in advanced support, training and implementation. He started working with the software in 1986 as a staff CPA at a local accounting firm. He moved onto his own firm in 1995 and has been annoying the members of 90 Minds ever since.
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