Migrating to ID-Based Licensing for ReadyAPI

Applies to ReadyAPI 3.52, last modified on April 25, 2024
Important Notice for ReadyAPI Customers

ReadyAPI has moved to SmartBear License Management. From September 2023, all licenses issued for your subscription term will be ID-based licenses by default. If you are not currently on ID-based licensing, it's time to migrate immediately. File-based licensing will no longer be supported as of October 2023. This means that technical support requests related to file-based licensing will not be accommodated. If you encounter technical issues that you're unable to resolve, it could lead to service interruption. For customers still in the process of migration, we recommend reaching out to your Account Manager to discuss your migration plan. Alternatively, you can log a support request with our Customer Care Team for assistance.

About SmartBear licenses

For various reasons, SmartBear products use different license types and names. In 2021, the company announced that it was moving to a unified licensing approach, SmartBear License Management (SLM). Unlike the former license types, the new licenses are assigned to individuals (users), not to computers where the licensed products are installed.

You can install SmartBear products on any number of computers. To apply for the ID-based license, simply login after launching the product on a given computer and specify your SmartBear account or credentials to consume the license.

To use the product on another computer, you need to release the license on the current machine. This is done by closing the product or shutting down the computer. Then, you can launch the product on another machine.

Concurrent usage of the same license is possible. The license limits the number of concurrent users.

We also offer support for private networks where users' machines are restricted from accessing SmartBear license servers. The license is made available on SmartBear’s license server and then converted for offline use (for use in private networks) through a license fingerprint exchange process.

Please see this diagram to understand how the new SmartBear License Management service works.

About SLM

Click the image to enlarge it.

Are you ready to migrate to SLM?

We understand that each customer is at a different stage of SLM readiness and hence, we offer the following guidance depending on your readiness status.

What is the minimum ReadyAPI version I can use to start SLM?

I use the same licensing type as I have always used. I have not heard about the new ID-based licensing system.

I have heard about it but I am not sure where to start.

I have heard about it, but I will have to run a trial first to test them in our environment.

We have strict licensing policies and we need to get approval for any new licensing models.

We have strict licensing policies and we need to work in private networks where users cannot access the internet.

We have multiple teams with SmartBear and will migrate over in stages.

I am not sure how to start. Help!

Get Started

If you are ready to start, you have several options:

Immediate upgrade

Here are some options for upgrading your SmartBear ID-based license right away:

Get your new license access

As part of your current renewal and/or if you are buying new licenses, you will be issued new SmartBear ID-based licenses only. You can simply follow the activation steps to log in and start.

Please refer to this page for more information. Contact SmartBear Support for assistance.

Moving to on-premise
  • Contact your SmartBear Account Representative or Contact SmartBear Support for assistance.

  • Ask them to assign the new SmartBear license on Smartbear license portal.

  • If you are using a floating license, use the license fingerprint process to create the floating license server and set up the license for use (including adding authentication, if required).

  • Provide the license server address to the user so they can update the license request feature in the product. It may be helpful to provide the user with access instructions to the on-premise license portal so the user can view licenses or get their license access key.

  • If you are using SLM offline (fixed) license, use the license fingerprint exchange process to enable the license administrator to convert the user license for offline use.

  • Try out your license and ensure the product works as required.

  • Once SLM works, you can uninstall and deactivate your file-based license.

  • Update all the ReadyAPI instances in your network.

In case you face any issue blocking the upgrade process, you can return to the legacy licensing system. We will issue a temporary legacy license while you work through the issue with our support team.

Step-by-step migration

In this approach, you run a hybrid license operating model. Your early adopters will upgrade to SLM and use the SmartBear login option to connect to SmartBear license servers or install offline license options on their machines. Meanwhile, your core team will continue to support legacy, file-based license support by maintaining their licenses including the current Protection! Licensing Server. The new license server for SLM on-premises will coexist with the old one on the same network. As a result, your team can use both license models of ReadyAPI for a while. However, users can only use one license type at a time.

To ensure your users migrate stress-free, we will work with you to plan your coexistence timeframe. During that time, non-updated ReadyAPI instances will use Protection! Licensing Server 4 or 5.

To learn about the upgrading process, please refer to the immediate upgrade section.

Postpone the upgrade for now (Not recommended)

Of course, we understand that there are reasons you may not be ready and you can stay with the current versions of ReadyAPI and Protection! Licensing Server. In the meantime, we can help you remove migration blockers. However, we do not recommend delaying migration for too long, since SmartBear License Management offers more benefits and security than Protection! Licensing Server. Also, legacy licensing systems will be removed from general availability in October 2023.

Depending on the approval process, we can provide assistance and information to help it succeed.

We would like to understand the nature of the POC and request that you contact your SmartBear Account Representative or SmartBear Support for assistance in planning and getting started.

Run a Proof of Concept to understand how it works

We understand that you may need to run a trial or proof of concept before moving your whole team over. This may be especially relevant when implementing automated testing support and using CI/CD pipelines.

We would like to understand the nature of the Proof of Concept you want to run. This will enable us to provide the necessary support, and trial licenses and remove any potential blockers to progress. In the meantime, you can stay with the current versions of ReadyAPI and Protection! Licensing Server.

While each Proof of Concept is individual, there are some common topics to consider upfront.

  • Which team runs the POC and where are they based?

  • Are users accessing the ReadyAPI product via GUI or running automated tests (headlessly)?

  • Is ReadyAPI going to be installed on physical machines or VM/Docker?

  • Are processes connected to CI/CD pipelines and how is that setup and configured?

  • Will the users access SmartBear Hosted license servers for the POC or will you require offline licenses?

    • To access your trial ID-based licenses, log in to the Smartbear license portal. Once you log in to the SLM portal, you will be assigned license admin access. This will allow you to assign users to a license, revoke users from a license, generate reports, and promote additional admins.

    • The computer where you run ReadyAPI must have permanent access to these servers. That is, the proxies and firewalls running in your network should allow connection to them:

      • https://manage.smartbear.com:443
      • https://api.slm.manage.smartbear.com:443
      • https://login.slm.manage.smartbear.com:443
      • https://server.manage.smartbear.com:443
      • https://server.slm.manage.smartbear.com:443
      • https://profile.id.smartbear.com:443
      • https://profile-api.id.smartbear.com:443
      • https://auth.id.smartbear.com:443

      This access is needed both at the product start and during the product runtime. The addresses are for API servers and don’t have a user interface visible in browsers. When products call these hosts, they add some specific paths or URLs to the addresses.

      Note: We encrypt all data at rest and over the wire.
    • If you work in private networks not connected to the global Web, you can contact your Account Manager to get your licenses converted to support offline access.

    • We recommend using the access key as your authentication token for headless testing. An access key is typically specific to a user account. Users will need to retrieve their own access key which will be added to the command line query referred to above.

      • Here are instructions on how to access your access key from your online license portal.

      • Users in private networks should request access to their on-premise license portal to retrieve their access key. Your license administrator will help you get this token.

We request that you contact your SmartBear Account Representative or SmartBear Support for assistance with any of the above topics.

See Also

Avoid Service interruption - Migrate your License before October 2023

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