Building a licensing strategy for CRM ISV Solutions
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Building a licensing strategy for CRM ISV Solutions
- 1. Solution Licensing Marco Amoedo Martinez @marcoamoedo Connect + Learn = Grow
- 2. Connect + Learn = Grow
- 3. What are we going to cover? # Licensing Challenges # License Key Strategies for CRM Solutions # License “Key” Strategies for Cloud http://crmlicensing.codeplex.com Connect + Learn = Grow
- 4. #1 Nothing is 100% safe. It can always be hacked Connect + Learn = Grow
- 5. #2 Don’t punish honest customers Connect + Learn = Grow
- 6. #3 Just make it good enough to avoid temptations Connect + Learn = Grow
- 7. In summary: Keep It Simple Connect + Learn = Grow
- 8. License Keys • Token to enable your solution • Only you should be able to generate it • Tied to a specific customer / deployment Connect + Learn = Grow
- 9. Public Key Cryptography • Cryptography -> Base for licensing • Private key is not good enough • Public Key encryption enables signing Connect + Learn = Grow
- 10. 1. License Components: Generate a License CrmOrganization:[0,1]:TrialEndDate <License> Private <Payload> Key MyCrmInstance:1:04022015 </Payload> <Signature> YW55IGNhcm5hbCBwbGVhc3VyZQ== </Signature> </License> 2. Hash & Cipher: YW55IGNhcm5hbCBwbGVhc3VyZQ== Connect + Learn = Grow
- 11. 1. Extract License Validate a License MyCrmInstance:1:04022012 <License> <Payload> 3. Hash : MyCrmInstance:1:04022015 </Payload> YA66IfNhcm5ErTYubGVhc3MAMr== <Signature> YW55IGNhcm5hbCBwbGVhc3VyZQ== </Signature> Not </License> Valid Valid 1. Extract Signature YW55IGNhcm5hbCBwbG Public 3. Decrypt Hash: Key YA66IfNhcm5ErTYubGVhc3MAMr== Vhc3VyZQ== Connect + Learn = Grow
- 12. Building our license generator DEMO: LICENSE GENERATOR Connect + Learn = Grow
- 13. What are we going to cover? # Licensing Challenges # License Key Strategies for CRM Solutions # License “Key” Strategies for Cloud Connect + Learn = Grow
- 14. How to validate the license in CRM? • License storage/installation • Web Resource license checks • .Net code license checks Connect + Learn = Grow
- 15. Demo Scenario • The EU VAT Checker Solution – Using the VIES service from the EU – Allow to Check for Valid VAT and Enrich Account data with addresses Connect + Learn = Grow
- 16. License Storage & Installation • Store the license as a web resource – XML File containing the license – Clean & No need to create custom entities – Needs publishing • Configuration page – Simple HTML Page – Create/update license Connect + Learn = Grow
- 17. Web Resource / UI License Checks • JavaScript Library – Download License and Public Key – Validate the License using Public Key – Act on the results • Web Resources / Forms – Include the JavaScript library <script src="../Scripts/crmlicensing.lib.auto.min.js" type="text/javascript"></script> Connect + Learn = Grow
- 18. Plug-in Checks • Similar as JavaScript – Validate the License using Public Key & Act on the results • But – Cache the result to avoid penalising plugins – Use a Abstract Class to implement the plumbing Connect + Learn = Grow
- 19. Building a fictitious ISV add-on solution to validate EU VAT numbers and implementing the license checks DEMO: A LICENSED SOLUTION Connect + Learn = Grow
- 20. What are we going to cover? # Licensing Challenges # License Key Strategies for CRM Solutions # License “Key” Strategies for Cloud Connect + Learn = Grow
- 21. Let’s forget the licenses • Generating licenses requires lots of Work – Generate Licenses – Replace them – Support calls • What if we use something easier? Connect + Learn = Grow
- 22. License Wall http(s)://isvsite.com/script.js?orgname=acme orgname=acme ISV Website Script Resource CRM Web Resource Connect + Learn = Grow
- 23. Building a “License Wall” • Put part of your solution behind a “License Wall” – Natural for Web Resources – Can be used for .Net code • Only licensed CRM instances can access the resources Connect + Learn = Grow
- 24. How to create a license wall in 10 minutes using Windows Azure DEMO: LICENSE WALL Connect + Learn = Grow
- 25. License Wall Pros & Cons • Pros – No requirement to generate license – Easier to maintain / update – Enables new license models • Subscriptions, User based, etc. • Cons – Requires internet access Connect + Learn = Grow
- 26. What have we covered? # Licensing Challenges # License Key Strategies for CRM Solutions # License “Key” Strategies for Cloud http://crmlicensing.codeplex.com Connect + Learn = Grow
- 27. Marco Amoedo Microsoft @marcoamoedo Thank You to all of our Sponsors and thank YOU for attending eXtremeCRM 2013 Rome! Session evaluation surveys are online! Check your email or to to: http://www.extremecrm.com/Pages/2013RomeSurvey.aspx Complete prior to the closing session to be included in today’s drawing! Connect + Learn = Grow
- 28. Find your online Surveys here: http://www.extremecrm.com/Pages/ 2013RomeSurvey.aspx Connect + Learn = Grow
Hinweis der Redaktion
- 7 minutesStart WPF AppAdd the UIThen add code to generate the license keysAdd the encrypt codeVerify
- 15 minutesConfiguration PageCheck for .lic fileUpload .licPublish request (using guid)Licensed Web ResourceExplain the setup with the minimiserExplain the issue about RSA.JSShow the code for the auto checkerExplain how to customiseLicensed PluginExplain basic ideaWhy needs a base class and hold the result in memory
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