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Casper User Manual - Hyubwoo Info. Tech.

1. CalPak Du Figure 3 34 System Maintenance Menu page 2 Email Configuration 8 Incoming Email Outgoing Email enter the name s of the Server that handles incoming and outgoing email the Logon User either your user name or email address depending on how the email server is set up the Logon Password and the Return Address to which customers may reply This should be an email address that is checked by a human such as a support group s email address and is usually different from the Casper server email address Click Update to save the changes Note The return email address must be filled in Some email servers require it REVISION 4 43 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Note The incoming email server logon user and the outgoing email server logon user may be different E Receipt Subject line field this section pertains to credit card transactions but can also be used to send you notification that Casper recognized the serial number processing transaction If the reply is an eReceipt it goes to the customer as well For information on how to configure E Receipts for credit card transactions made via the Internet see Part 3 Casper eCommerce in this manual 9 Under the Other section the Casper Log File location is set by default This is a log of all the Casper events which can be used for troubleshooting Call Back DLL Callback information is optional and not required to t
2. Ownership All patents copyrights and other proprietary rights in the Software are and shall remain the exclusive property of CrypKey or its suppliers The Customer may not assign nor transfer the rights granted in the License Agreement to any person except the Customer s subsidiaries and affiliates without written consent from CrypKey Limited Warranty CrypKey warrants to the Customer that the Software will operate essentially as described in CrypKey brochures and documentation CrypKey warrants that the media on which the Software is recorded shall be free from defects in materials and workmanship under normal use and service for 60 days from the date of the Customer s invoice If failure of the media is a result of accident abuse or misapplication of the Software CrypKey shall not be responsible for its replacement Applicable law may imply warranties that cannot be excluded or can be excluded only to a limited extent This Agreement shall be reached and construed subject to such laws No Other Warranties The limited warranty set forth herein is in lieu of and CrypKey disclaims any and all other warranties express or implied with respect to the software including any and implied warranty of merchantability or fitness for a particular purpose Remedies Except in connection with a claim for infringement of copyright patent or other intellectual property right the Customer s sole and exclusive remedy for a breach of warranty shall
3. 26 Figure 3 19 Installation Post Install screen 27 Figure 3 20 Successful Local Communications Test 30 Figure 3 21 Successful Remote Communications Test 30 Figure 3 22 CasperWeb Main Menu is 31 Figure 3 23 Casper Serial Number Test wizard ssssssseee eee eene 33 Figure 3 24 Serial Number test selection eeeeeseieerisrssirssriiesiiiretiinstirnstirtnniinnetiinntnnnntnnnne 34 Figure 3 25 Serial Number test entryi sisindiran i ne nnde 34 Figure 3 26 Test customer information entry ss 35 Figure 3 27 E mail Address Verification window eessseesiseesiresssriesriireerinsetirnstiirnsiinnesiinntsrnnnreenne 35 Figure 3 28 Internet Message Processing underway message eeisrsriisrriissrrirerriireeriererre 36 Figure 3 29 Authorization Request complete emm 36 Figure 3 30 Client Test Authorization Request successful 37 Figure 3 31 Simple Test Authorization Request successful 38 Figure 3 32 Casper Client demo eterne ned ente pon theta innen tide eno nbn tie 39 Figure 3 33 CasperWeb System Maintenance Menu page 1 42 Figure 3 34 System Maintenance Menu page 2 Email Configuration ssesssssss 43 Figure 3 35 Email Test Page need be bie ated Het red eder ode ee rentes 45 Figure 3 36 Email Support Page eene aaee hea ein thi trennen enn Hnnc 46 REVISION 4 iii CASPER USER MANUAL CONTENTS SOFTWARE PROTECTION THAT WORKS Figure 3 37 Casper Client Test Applicati
4. CASPER Software Protection that Works Casper User Manual SOFTWARE PROTECTION THAT WORKS Casper User Manual SOFTWARE VERSION 2 0 RELEASE DATE JUNE 2005 DOCUMENT REVISION NUMBER 4 O CrypKey Canada Inc The Devenish Heritage Building 908 17th Avenue SW Suite 200 Calgary Alberta T2T 0A3 Canada Phone 403 258 6274 Fax 403 264 8838 Sales email Sales CrypKey com Support email Support CrypKey com http www CrypKey com CrypKey License Agreement Grant of Rights In consideration of payment CrypKey Canada Inc grants to the purchasing company the Customer the non exclusive right to possess use and make and distribute unlimited copies of the machine executable code version of the CrypKey Software Licensing System including all revisions modifications and updates thereto furnished to the customer together with the written User Manuals in relation thereto collectively the Software Intended Purpose The Software is intended to be linked with and incorporated into the product including but limited to the foundation module and installation routines forming a part thereof No right to distribute the Software on a stand alone basis is intended by this License Agreement Any other use of the Software requires written consent from CrypKey The customer may not reverse engineer modify nor create derivative works based on the Software without written consent from CrypKey except as permitted by acceptable law
5. Casper installs a new instance of SQL Server If you have any existing instances of SQL Server you will need to back up all pre existing databases We suggest installing Casper on a computer that has no existing instances of SQL Server REVISION 4 1 61 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS PRE INSTALL Procedure Before installing Casper please ensure that 1 IIS Internet Information Services is installed If not install it using the default settings To install IIS select Add Remove Programs select Add Remove Windows Components For Windows 2000 XP select IIS For Windows 2003 select Application Server click Details make sure Application Server Console and ASP NET are checked Note NET Framework must be installed after IIS or Casper will not run NET Framework will be installed by the Casper installation program if you do not already have it on your computer If you ve already installed NET Framework you can simply uninstall it and then install IIS NET Framework will be reinstalled by the Casper installation program 2 For new installations You may have to delete the directory C Program Files Microsoft SQL Server if you had Microsoft SQL Server installed in the past 3 Theinstaller must use an administrator account IMPORTANT Do not install via a Terminal Services session DOWNLOAD FROM THE INTERNET INITIAL STEPS FOR I
6. database engine does not exist Click Next Click OK REVISION 4 21 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Install Casper Server Click Next The Casper Server software will now be Note this installed Click Mext to install process make take a few moments during which you will see the Preparing to Install Screen see the following Cancel screen Figure 3 10 Installation Casper Server install message Windows Installer Preparing to install ES Click Cancel to abort the install Cancel Figure 3 11 Preparing to Install message CASPER USER MANUAL 22 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED GG CASPER 220 The installer will guide you through the steps required to install CASPER 220 on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil ar criminal penalties and will be prosecuted to the maximum extent possible under the law Click Next Figure 3 12 Installation Setup Wizard screen REVISION 4 23 CASPER USER MANUAL GETTING STARTED i CASPER 218 This file is named Casper Install Steps rtf and will be placed into your Casper install directory IMPORTANT PRE INSTALL STEPS Before installing Casper please ensure that 1 IIS is installed
7. Casper configuration options 9 eCommerce 9 features 1 install options 14 new features 2 system requirements 6 Test Application Window DEEN 49 URL eee 33 Casper Client 5 8 Casper database 7 Casper eRegister serial number authorization 9 CasperWeb and Casper database 7 functions 7 information structure 7 Site Key Generator 7 tips for using 5 Client See Casper Client CrypKey Instant 2 SDK 2 REVISION 4 Index This index includes page references for significant occurrences of Casper topics and terms in this manual 6 1 CrypKey Business Contact information 13 Customer email address 50 database 7 downloading Casper 16 Electronic Purchase Wizard Deis See also Wizard Client enabling Server to generate Site Key 10 email account for testing 49 firewall 2 ee 12 information structure 7 install terminal services session warning 16 installation logfiles eo 27 of Casper 14 installing Casper from OD ccecce 19 from download 16 license CASPER USER MANUAL INDEX issuing procedu
8. processed and replied to immediately 24 hours a day If your request is approved the reply will contain an authorization code that will enable your software Further instructions will be in the email reply you will be receiving very shortly Press Finish when you are ready to continue Figure 3 29 Authorization Request complete Click Finish CASPER USER MANUAL 36 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Click OK This message informs you that the test Client was able to send an authorization request and Casper was able to receive it and send back an authorization via HTTP Return value Success The site key is CS8BF496CS6B6ESE1EE Figure 3 30 Client Test Authorization Request successful The message above informs you that the Internet authorization request was successful The test Client was able to send an authorization request and the Server was able to process and receive the request Note If the above message popup does not appear there is a problem with your communications Please contact CrypKey Technical Support Note Your customer will not see the site key message when they use Casper to authorize your software Authorization is invisible and automatic The customer will only receive a message that the software is authorized SiMPLE TEST PROGRAM Instead of running the Client Test Program above you can use the simplified Simple Test Program to t
9. 2 For new installations You may have to delete the directory C Program Files Microsoft SQL Server if you had Microsoft SQL Server installed in the past You should install Casper with the Windows user that will run Figure 3 13 Installation Pre and Post Install steps il CASPER_220 Select Installation The installer will install CASPER_220 to the following folder To install in this folder click Next To install to a different folder enter it belo or click Browse Folder C Program Files yCrypKeyYCASPER 2204 Figure 3 14 Installation Select Installation Folder CASPER USER MANUAL 24 SOFTWARE PROTECTION THAT WORKS The Casper Install Steps rtf document is displayed These instructions will be correct for the version you are installing Click Next Save Casper to a directory We recommend accepting the default directory this will be the permanent location for the files To select a different directory click Browse To view the space available on each drive on your computer click Disk Cost See the Disk Space figure below Click Next REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED i CASPER 220 Disk Space E The list below includes the drives you can install CASPER 220 to along with each drive s available and required disk space Volume Disk Size Available Require OKB OKB OK ec 149GB 138GB 132M lt i
10. Client was able to send an authorization request The process is a Casper sends an encrypted registration request email to the Casper email account specified in the Client Test Application window see Figure 3 37 Casper Client Test Application b Casper then processes the received email c Casper sends another email containing the Site Key to the customer email account you specified in the customer information window see Figure 3 41 Casper customer information d The customer will then copy and pastes the Site Key into the CrypKey protected software to authorize it To view a simulation of what the customer sees on the Client side refer to the Client Interface paragraph below If your attempt to verify authorization requests by automatic email fails you will see the error message in Figure 3 21 Successful Hemote Communications Test In this case you would use the manual email authorization request test We advise you to try the manual email authorization test to ensure it is working correctly Your authorization information could not be sent out automatically What to do now There are many reasons why the automatic send can fail This is not a problem because you can still use the manual method of sending the authorization information as long as you have access to an email program Press OK to use the manual send method instead which will take you step by step through the process of using your own email application t
11. Main page click on the System Maintenance link Page 1 of the System Maintenance screens appears see Figure 3 33 CasperWeb System Maintenance Menu below REVISION 4 41 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS System Maintenance Database password not changed E Transfer password not Page 1 of 4 Update changed System settings updated eget or General Check Email every p hours KT minutes set both to zero to disable Email Test Trigger on subject Registration Request Archive tile Program Filesi CrnpkeyiCASPER 220archive xml When licensing via email Response Text ank you for your purchase Please enter the followang site key into your application to activate the license Dilnchude senders body text in msikback response text DSend license eReceipt as reply to original email Send license eReceipt to email address suppked in Wizard Figure 3 33 CasperWeb System Maintenance Menu page 1 3 Check Email every fields in the General section of the page enter how often in hours and minutes you want Casper to check email from your customers The Casper Client sends email registration requests to the server whenever an HTTP request is unable to be processed Later on page 2 of the System Maintenance screen you will set up the email account to be used for this purpose see Figure 3 35 Email Test Page below 4 Trigger on subject field acts as a filter for messages Only emails with th
12. casper data mdf and casper log ldf files in the SQL Server install directory This is typically the directory c Program Files Microsoft SQL ServenMS SQL Data Make a backup of the sk32mmtd dll file which is found in the Casper install directory Make a backup of the pub key and priv key files from the Casper install directory Note The skmmtd32 dll pub key and priv key files are company specific files that CrypKey provided to you when you purchased the Casper product The pub key file may exist only on the Client software side On all systems If possible uninstall any instances of SQL Server prior to installing Casper As part of uninstalling SQL Server delete the directories Program Files MSSQL7 and Program Files Microsoft SQL Server Note For some versions of Casper the installation of SQL Server and Casper are tightly coupled Uninstall Casper to simultaneously uninstall SQL Server Stop the CrypKey License Service To do this go to the DOS prompt and type net stop crypkey license Follow the install and post install steps for upgrading from these versions to the latest version see the sections below INSTALL STEPS FOR UPGRADE Procedure 1 Follow the instructions for new installs in the section above Download from the Internet Initial Steps for Installing Casper or CD ROM Initial Steps for Installing Casper as applicable 2 Follow the steps above in nstallation of Casper Final Steps CAS
13. install from a Download from the Internet Initial Steps Internet for Installing Casper OR OR b Install from supplied CD b CD ROM Initial Steps for Installing Casper 3 Complete the Casper Installation of Casper Final Steps installation this applies to both the Internet and CD ROM option 3 Complete the Post install Post Install 4 Test the installation Testing Your Casper Installation Pre Install Before installing you must prepare your system to receive and manage these files This preparation work is called the Pre Install and is described in the section Pre Install below Post Install Some tasks need to be completed after the installation This is called the Post Install and is described both below in the section Post Install and in the file Casper Install Steps rtf which comes with the product and is displayed during the install process Always check the Casper Install Steps rtf file as it contains the latest instructions for your version Latest Installation Instructions The installation process often undergoes changes and enhancements from a previous version The install instructions for your version of Casper are included with the software in the file Casper Install Steps rtf You can also download the current version s installation file and instructions from http www crypkey com download asp For any further queries please contact CrypKey support Warning
14. not use Hyper Text Transfer Protocol Secure sockets HTTPS encryption However CasperWeb can be configured manually to use HTTPS after installation e CasperWeb and Casper Wizard do use an internal Public Key Encryption to communicate securely with each other System Requirements Casper system requirements include the following e Pentium Ae or Intel Celerone microprocessor with 256MB and 100MB of free space on your hard drive monitor capable of 1024 X 768 resolution e mouse e SMTP POPS mail for email communications e Windows NT 2000 2003 XP e Internet Information Services IIS installed for direct Internet connection Casper Functions and Processes This section gives an overview of the main components of Casper and how the software functions CLIENT SERVER ARCHITECTURE Casper software uses client server architecture to process your customers requests Casper receives software license requests from your customers via electronic messages transmitted by the Client program the Casper Wizard CrypKey s software design assumes a standard approach in which Casper is configured to respond automatically to Internet and or email license requests For each validated request Casper generates an authorization Site Key and sends it to the customer as part of an email message or applies the Site Key automatically if the request is sent via the Internet CASPER COMPONENTS Casper consists of two interdependent components
15. number verification method The credit card demo program is shown in Part 3 Casper eCommerce To run the Casper eRegister test 1 Goto the CrypKey web site at http Awww CrypKey com downloaderegister asp and click on CrypKey Casper Demonstration Download here OR run the demo program from the Start menu Casper Client Programs gt Casper Client Demo 2 If you downloaded the demo program save the program to your desktop or other convenient location Unzip the file and install example exe Run the program double click on the executable The Casper Demo window appears see Figure 3 32 Casper Client demo Be Program License Help E Program not authorized Electronic Registration Site Code 8BF4 E83D C60D 7F1C 84 ee Site Key Thanks for your interest Casper If you do not obtain authorization as expected please contact Crypkey CrypKey Canada Inc 403 258 6274 www crypkey com Have great day Figure 3 32 Casper Client demo 5 Click the Electronic Registration button REVISION 4 39 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS 6 Follow the screens and enter the prepaid serial number 123 This example captures customer information and stores it in the Casper database This prepaid serial number is valid for a 3 day authorization By default the demo uses the HTTP for requests If that is not available Casper defaults to email requests 7 If the Site Key is sen
16. restrictions and product codes e records customer information including Serial Number customer name customer number product name license restrictions and invoice number e enables you to apply and enforce restrictions on the use of your software e provides a history of product license authorizations imports customer license and product data Table 2 1 Information Structure describes the general types of information contained in the Casper database and managed by CasperWeb Table 2 1 Information Structure Data Description Family Category of products Every product must be a member of a product family Product Product name description and version number Product Version Product version identifier Executable Executable name file name description REVISION 4 7 CASPER USER MANUAL TECHNICAL HELP SOFTWARE PROTECTION THAT WORKS Data Description and password Executable Version Executable version identifier Options and Levels Records defining certain features released with executables Each executable options and levels record refers to an already defined executable record To be fully implemented options and levels must reference features defined in the executable code Product Code Code representing a unique association of relationship of Family Product Product Version Executable Executable Version type of License and price Customer Information Serial Numbe
17. the address If nothing happens right click on the box marked TO and select Paste from the popup menu Follow the on When you are done the TO box should contain the address below screen instructions to create a test email To address Click Next testemail myserver com Figure 3 52 Manual email test set up To address Electronic Purchase Wizard For the email message you created in the last step ETT ge Co 1 Place the cursor in the box labeled Subject File Edit Yi 2 Press Ctrl to paste the subject If nothing happens right click on the box marked Subject and select Paste from the pop up menu When vou are done the Subject box should contain the text below Follow the on screen instructions to create a test email Subject Subject Click Next Registration Request Cancel lt Previous Figure 3 53 Manual email test set up Subject REVISION 4 57 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Electronic Purchase Wizard For the email message you used in the last step reg 1 Place the cursor in the email body area L Message Co agen li File Edit vi 2 Press Ctrl V to paste the encrypted body text If nothing happens try selecting Paste from the email program s Edit menu When you are done the text of the email should be the encrypted purchase information looks like random letters and numbers Verify that the encryp
18. 7 Table 2 2 License Communication Options ss 9 Table 3 1 Procedure for Installing Casper 14 List of Figures Figure 2 1 Casper Software Licensing Process 11 Figure 3 1 Starting Installation from Download 17 Figure 3 2 Installation from Download password 17 Figure 3 3 Installation from Download Temporary file location 18 CASPER USER MANUAL ii REVISION 4 SOFTWARE PROTECTION THAT WORKS CONTENTS Figure 3 4 Installation Download extracting files 18 Figure 3 5 Installation Main Sequence eem ener ens 20 Figure 3 6 Installation MS NET Framework screen emen 20 Figure 3 7 Installation MSDE screen 21 Figure 3 8 Installation MSDE Install progress Screen eseesrieireeriireriissrrirssriiresrinnrsinnnrnnns 21 Figure 3 9 Installation MSDE Install successful screen 21 Figure 3 10 Installation Casper Server install message seesreeriirerirrrriiesrrrresrinrrsirnnrsrnes 22 Figure 3 11 Preparing to Install message eem eene 22 Figure 3 12 Installation Setup Wizard screen emm 23 Figure 3 13 Installation Pre and Post Install steps 24 Figure 3 14 Installation Select Installation Folder 24 Figure 3 15 Installation Disk Space availability se 25 Figure 3 16 Installation Install in progress screen 25 Figure 3 17 Installation Administrator password seem 26 Figure 3 18 Installation Successful screen
19. 9 email account 49 ISSUES uictor 13 local communications 29 manual email 56 remote communications 30 serial number processing BEE 32 third party software credit card authorization 9 trial software aoaannnneeeaaeaane 2 Wizard Electronic Purchase 5 8 See also Client 8 InstallShield 16 REVISION 4
20. AT WORKS TECHNICAL HELP system is used only as a server and not for other tasks such as browsing the Internet Note Ensure that your anti virus software updates itself automatically with the latest virus definitions ISSUES IN TESTING You should not use the Casper server for testing software under development since changes may result that cause an incompatibility As well testing of CrypKey protected software should not be conducted on the Casper server Some installations cause the wrong version of the NT driver to be installed or other undesirable results to occur The Casper server consists of a complex group of applications that can be damaged by any security system changes that a new driver may introduce An Internet server is very sensitive to change and often an entire rebuild is the fastest or only way to fix a problem caused by changes made by other software In order to minimize risk of business interruption and loss of time we recommend you dedicate the machine to running only the Casper server and relentlessly disallow any other sotware to run on it CrypKey Contact Information CrypKey Canada Inc Mailing Address CrypKey Canada Inc The Devenish Heritage Building 908 17th Avenue SW Suite 200 Calgary Alberta T2T 0A3 Canada Phone 1 403 258 6274 Fax Line 1 403 264 8838 Support email Support CrypKey com Sales email Sales CrypKey com Website http Awww CrypKey com REVISION 4 13 CASPER USER MANUAL C
21. CasperWeb and the Client CasperWeb is the Internet based user interface for maintaining and configuring Casper The Client contains the Casper Wizard the customer s user interface for licensing your product See below for details CASPER USER MANUAL 6 REVISION 4 SOFTWARE PROTECTION THAT WORKS ERC HN FCAS HEIP CASPERWEB CasperWeb and database programs reside on your the software vendor s computer The Casper database contains information on products customers licenses and customer specific restrictions Typically Casper is configured to reference the database when issuing licenses CasperWeb allows you to maintain the information needed to issue licenses to your customers These licenses are configured by product codes that relate to serial numbers with individual or common license restrictions When a user enters a valid serial number or processes a credit card transaction for authorization they will be issued a license with the restrictions specified in the product code or serial number CasperWeb manages the Casper database which provides the information used by Casper to issue software licenses to your customers You use CasperWeb to configure product codes license types products and product families You can also manually issue licenses using CasperWeb s Site Key Generator more about this in Part 2 Casper eHegister CasperWeb performs the following functions e configures product families products executables license
22. GEET 27 Post Install 3 cie i e eL ape an ete nn tn 27 Upgrading from Casper version 2 X to current version 28 Pre Upgrade steps EE 28 Install Steps for Upgrade x it eee i x eene tease tene desees 28 Post Install Steps for Upgrade see eee 29 Testing Casper Upgrade rere inet tette oe Re ted deer ed 29 Testing Your Casper Installation ii desde ferire Eten inne 29 Test Local Communications 29 Test Remote Communications nem ia 30 Test CasperWeb Database ACCESS eene 31 Generating Software Licenses ss entente dinner innen tinere tenens 32 Testing Internet based Authorization Requests and Issuing of Licenses 32 Client Test Program Internet based Method 33 Simple Test Progr M EE 37 Client Interface Demo What your Customer Sees 39 Testing Email Authorization Requests and Issuing of Licenses ssssssseinesseesrrrr neresen nee 40 Set up a Test Email Account ss 41 Sample Test Accounts reete iiidid odeur riter dere 41 Test Authorization Requests via Email 47 Automatic Email Authorization Request 47 Manual Email Authorization Request 55 Cancelling the Client Test Program ssseeeee emen 59 WN OX ee creata ECRIRE Ev vun PER 61 List of Tables Table 2 1 Information Structure 1 ceu D erede deine decente Ene deer det dade ne cuite Lande
23. In Casper RT 2 How to Use this Book sd eee EC eed Rente RE een eut 3 Chapter 2 Technical Help In this Chapter ioi e D tene Eegeregie Helpful Notes and Tips for Using CasperWeb AAA 5 System Requirements ze his e re RETRO REI ee ed renes 6 Casper Functions and Processes us 6 Client Server Architecture ntt ertet ttt be Rr nhe Ete ee int 6 Casper Components ii nus ae Heyne diane ER PC e ses 6 CasperWeb ee RH A ele ee dit 7 Client Program tee e eee reote Inge RAR EI PEE oues 8 Licensing Requests minute Lm 8 ele ill Be 9 Generating Site Keys Manual 10 Software Licensing and Authorization ee 10 Security 12 EEST EE 12 Potential Security Breaches nnne 12 Software Updates intet needed Rires Te eee ede eene ns 12 Anti Virus Software triennal itunes 12 Issues in Testing ia e iere antenne 13 CrypKey Contact Information ss 13 Chapter 3 Getting Started 14 Installing Casper c 14 Procedure for Installing Casper 14 Pre nStalll Tc 16 Download from the Internet Initial Steps for Installing Casper 16 CD ROM Initial Steps for Installing Casper 19 Installation of Casper Final Steps ssseeem ene 19 REVISION 4 i CASPER USER MANUAL CONTENTS SOFTWARE PROTECTION THAT WORKS LOG
24. MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS 2 The Casper Client Test Application screen appears Type in an invalid URL in the format http pcname casper where pcname is replaced by the name of the computer on which the Client software is installed Note If testing e mail the URL must be invalid or the HTTP transaction will work 3 The Casper Client Test Application screen appears similar to the example below C A S P E R Test Application Site Code D624 0264 2054 420C 44 Product information 3 Product code TESTING Enter required Description Example product information see the Price 1 DU following step Email address testemail myserver com Email subject Registration Request Ut htp malmysevercom Currency US Dollars Custom input fields Click Run Figure 3 37 Casper Client Test Application screen CASPER USER MANUAL 48 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED 4 Inthe Casper Test Application Window the Site Code Product Information Email subject and Currency are all filled in by default Email address Enter the test email account Casper will access to process the authorization request This is the address from which the email registration request will be sent This should be the same email address you specified in CasperWeb when setting up the email account see Figure 3 33 CasperWeb System Maintenance Menu page 1 URL E
25. NSTALLING CASPER Procedure 1 Download Casper from the Internet and store it in a convenient place such as your desktop The latest version is available from the download page at http www CrypKey com download asp From the Downloads page click on here the upgrade link Enter the user name and password supplied when you purchased the product Click OK The Registered Users Downloads page is displayed If you cannot get access to the Downloads page please contact CrypKey support at Support CrypKey com Scroll down and choose the latest version of Casper for download Download time will vary according to the speed of you Internet connection Save the downloaded executable to a convenient location such as your desktop Run the executable The InstallShield Wizard is displayed see Figure 3 1 Starting Installation from Download CASPER USER MANUAL 16 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED C A S P E R InstallShield Wizard Welcome to the InstallShield Wizard for C A S P E R The InstallShield Wizard TM will help install C A S P E R on your computer To continue click Next Click Next to proceed or Cancel to abort the install Z C A S P E R InstallShield Wizard Password This package has been password protected Enter the password to required to run this package Please note that passwords are Enter the password to case sensitive Click Next to continue unwrap the Casp
26. PER USER MANUAL 28 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED POST INSTALL STEPS FOR UPGRADE Procedure 1 Follow the post install steps for a new install as outlined in the Casper Install Steps rtf file for the version you are installing Note Casper Install Steps rtf is available in the installation folder you selected for Casper in Figure 3 14 Installation Select Installation Folder or by selecting Start menu gt Programs gt Casper Casper Install Steps rtf TESTING CASPER UPGRADE Follow the instructions in the section below for authorizing and testing the Casper installation Testing Your Casper Installation After installing Casper you must perform tests to verify that the Server Client and database are operating correctly The strategy for testing your Casper installation is straightforward a Verify that your local browser can communicate with the Server see Test Local Communications below b Verify that a browser on a remote computer can communicate with the Server see Test Remote Communications below c Verify that CasperWeb has access to the Casper database see Test CasperWeb Database Access below and d Test Internet based and email based authorization requests and issuing of licenses see Testing Email Authorization Requests and Issuing of Licenses below TEST LOCAL COMMUNICATIONS Procedure From the local browser on your machine type in the following URL http localhost casp
27. TIAL STEPS FOR INSTALLING CASPER Procedure This procedure is intended for users who are installing Casper from a CD ROM Note The following steps replace the initial installation steps described above in Download from the Internet Initial Steps Once the CD ROM install is complete go to the section Installation of Casper Final Steps 1 Insert the CrypKey CD ROM The CD should automatically run If it does not double click the CrypKey exe program on your CD ROM drive 2 The Welcome to CrypKey screen displays It includes several functions that you can explore to obtain information about Casper and other CrypKey products Use the install button to install Casper 3 Click the install button The CrypKey Install screen displays with options for the different CrypKey products 4 Click the install CrypKey CASPER button The system launches the sequence of screens discussed in the next section nstallation of Casper Final Steps INSTALLATION OF CASPER FINAL STEPS Ensure all pre install steps are done before proceeding The different components that will be installed are e MSDE Microsoft Desktop Engine for SQL support e Microsoft NET Framework e MDAC Microsoft Data Access Components 2 8 Procedure 1 In the installation sequence follow the prompts as shown in the screens below REVISION 4 19 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Casper Installe
28. The information for the customer information screen below does not have to be authentic but the email address you enter should be your own email account which represents the customer s email address Electronic Purchase Wizard Please fill out the following form Fields marked with are required Your information will be securely encrypted before being sent First name Last name Company Jane Green ACME Address Additional address Main Street City Country Anytown United States D Postal code Frovince State 39081 AL Alabama Email address Jane GreenGYACME conl Phone number Fas number Click Next Cancel lt Previous Figure 3 26 Test customer information entry Verify Email Address x E Please take a moment to verify that your email address is correct If it is incorrect your unlocking code cannot be sent to you You entered Verify the email Jane Green ACME com address Is this correct and click Yes Figure 3 27 E mail Address Verification window REVISION 4 35 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Electronic Purchase Wizard Please wait while your request is sent over the internet This process may take minute Status Connecting Figure 3 28 Internet Message Processing underway message Electronic Purchase Wizard Thank you You have completed pour authorization request Your request will be
29. be a the retum of the initial fee paid for the rights granted herein or b the correction or replacement of defective software or media Corrected or replaced Software or media will be warranted to the same extent as the original Software or media for the remainder of the original warranty period or 30 days from the date of receipt by the customer whichever is longer Limitation of Liability In no event shall CrypKey be liable to the customer for indirect incidental special or consequential damage In no event shall CrypKey Controls Ltd s aggregate liability to the customer exceed the amounts paid to CrypKey by the customer for the software The software described in this manual is furnished under a License Agreement and may only be used in accordance with the terms of this agreement Microsoft Windows Visual Basic Access and Windows NT are trademarks of Microsoft Corporation Watcom is a trademark of Watcom International Corporation Novell is a registered trademark of Novell Inc Copyright 01992 2005 CrypKey Canada Inc All rights reserved SOFTWARE PROTECTION THAT WORKS CONTENTS Table of Contents PART 1 SETTING UP CASPER leuiruceaHoAijiuc 1 In this e EE 1 About CrypKey Canada INC c s cccsecceceesenceeesseeeeeeteceseenedeeeesnedeesnsnieeoesdtasssnseedesuasensepdendeenss 1 Abo t M M 1 ISSUING Be neea 2 PALA LEGEN EG
30. configure Casper eRegister authorizes software based on customer entered Serial Numbers use and configure Casper eCommerce authorizes software based on credit card transactions understand and configure the Casper Wizard your customer s online interface to request a software licenses use eTransfer to transfer your Casper license up to the Internet and back to another computer in seconds Note We recommend that only a systems network administrator installs and configures your Casper software To configure and enable Casper you will need to read through the sections in this order REVISION 4 Part 1 Setting Up Casper Installing Casper Part 1 Setting Up Casper Testing Casper Part 2 Casper eRegister setting up and enabling Casper s basic authorization system Part 3 Casper eCommerce setting up and enable Casper s credit card transaction system Part 4 Casper Wizard setting up and enabling the Client side Wizard for your customer s use Part 5 Casper eTransfer how to enable this feature which allows you to transfer the product license between computers over the Internet Co CASPER USER MANUAL Chapter 2 Technical Help To use this manual successfully you require basic information about how Casper software works asper is a real time Internet based application with a design based on the client server model The Casper program resides on your the software vendor s computer The Cl
31. e specified subject in the subject line e g Registration Request will be processed by Casper 5 Response text field Enter the response message to be sent to your customers when licensing your software via email In your message be sure to instruct your customer to enter the site key that Casper generates and sends with the reply email to complete the authorization Click the checkbox options that you require Typically you should select the checkbox Send license eReceipt to email address supplied in Wizard If you select this checkbox Casper will send the reply email to both the Server and the customer s email address as entered in the Casper Wizard If this option is not selected the reply is sent to the originating email address 6 Click Update to save your changes CASPER USER MANUAL 42 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED 7 Click Next Page to go to page 2 of the System Maintenance menu The Email Configuration screen is displayed see Figure 3 34 System Maintenance Menu page 2 Email Configuration below System Maintenance Update Page20f4 EE NETTE Email Server Emait Test Incoming Email POP3 Server mail myserver com Logon Use LogonPassnora CE Outgoing Email SMTP Server mamyseercom Logon User systems admin Logon Password RR Retum Address E Receipt S jectine E 8 Notification Address b blank for no notification Other Casper Log File CAP
32. e world to connect to your server and read or update the data in your database Since they would require a password in order to have this access you should pick a nearly impenetrable password or better still use a firewall to block access altogether SOFTWARE UPDATES In general if a software update or upgrade is made available it should not be installed just for the sake of being updated unless it is a security patch as discussed in the next paragraph When you make a change to the system an incompatibility issue or other problem can result Note For every update that you make to the operating system you must completely retest all functions of Casper to ensure that it still operates correctly Microsoft Windows software often has security flaws that allow people to breach the security of your server For this reason when Microsoft releases a patch or update it is usually advisable to install it For updates to other software the install should be performed only if it addresses a specific problem or adds a specific required feature ANTI VIRUS SOFTWARE CASPER Any Windows server should have anti virus software from a reputable vendor installed and active on the system Full system scans should be scheduled regularly ideally daily to protect the system Even the most heavily protected systems have virus infection risks The risk is significantly reduced if the server USER MANUAL 1 2 REVISION 4 SOFTWARE PROTECTION TH
33. end to Support displays the following page see Figure 3 36 Email Support Page where you can fill out contact information and send a message to CrypKey support The data in the Email Test Output area on the previous page is automatically copied to the Data area Send To Support Contact Name Systems Admin Company Name Additional Comments CasperWeb will not read the test email message sent Please advise Will send via your email software ReceiveData OK InterMail POP3 server ready Status 34 SendData user mytest Status 13 ReceiveData OK please send PASS command status 30 SendData pass crypkey status 14 ReceiveData OK mytest is welcome here Figure 3 36 Email Support Page 18 The information you entered in the Email Support page is copied to your email program and addressed to CrypKey support CASPER USER MANUAL 46 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED 19 Atthis point you have run the Send and Read tests Click Process to process the first email in the Casper inbox If the test email you sent contains valid customer information encrypted site Key CasperWeb will return a successfully processed message in the Email Output Area 20 If the Process test is not successful send a message to CrypKey support using the Send to Support page TEST AUTHORIZATION REQUESTS VIA EMAIL You can test authorization requests sent by your customers to use your software wi
34. er installation files The Password password is case ve IE sensitive use all caps To obtain the password contact CrypKey Support at Support CrypKey com Leet caca Figure 3 2 Installation from Download password REVISION 4 17 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION t C A S P E R InstallShield Wizard Location to Save Files Where would you like to save your Files Please enter the Folder where you want these files saved If the Folder does not exist it will be created for you To continue click Next Save files in Folder CDOCUME 1SherrylLOCALS 1 Temp Casper 220 z THAT WORKS Specify a directory name rather than using the default directory e g add a letter to the end of the directory path lt Back Cancel Figure 3 3 Installation from Download Temporary file location T CASPJER InstallShield Wizard Extracting Files The contents of this package are being extracted Please wait while the InstallShield Wizard extracts the files needed to install C A S P E R on your computer This may take a few moments R Readng contents of package Figure 3 4 Installation Download extracting files CASPER USER MANUAL 18 Click the Next button The system will launch the sequence of windows discussed in Installation of Casper Final Steps to complete your installation REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED CD ROM INI
35. er InternetServer dll ping amp test If your local communication is operating the system displays the following window REVISION 4 29 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS ttp localhost casper InternetServer dll pingtttest Microsoft Internet Explorer http localhost il S dll H M ft I Expl File Edit View Favorites Tools Help Q sax Q x a Le p Search SG Favorites Gr K CH Address Si http localhost casper InternetServer dll ping amp test 3DashBar Enter search words here D P Search Yellow Price Comparison Figure 3 20 Successful Local Communications Test If the above window does not appear with the value specified in the URL in this case test there is a problem with your configuration Please contact CrypKey Technical Support TEST REMOTE COMMUNICATIONS Procedure From a browser on a remote system type in the following URL http pcname casper InternetServer dll ping amp test where pcname is replaced by the name of the computer where Casper is installed If your remote communication is operating the system displays the following window 3 http pdoell6 casper internetserver dll ping amp test Microsoft Internet Explorer File Edit View Favorites Tools Help Q es X Q T ix 2 A po Search Se Favorites GA media Address e http pdoell casper internetserver dil ping amp te
36. est email 10 Click Update The email configuration is finished 11 Click Email Test The Email Test screen is displayed see Figure 3 35 Email Test Page 12 You will need to run three tests to ensure the email server and Casper can communicate Send a test message from Casper to the email server Read the test email retrieved by Casper and Process processes the software registration request you sent These tests will confirm that the overall process is functional e the email server receives the email from the Client program which calls the Casper Wizard e Casper retrieves the Client email from the email server e Casper generates a Site Key and mails it to the user via email server CASPER USER MANUAL 44 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Email Test Email Actions ETNE Send Test Message to este Grryserver com EH Read a Message itis not processed EI Delete Message it is not processed Process One Process Orie Message Now Listina Message Listing no processing L Process All Process All Messages Now Email Test Output Clear Qunut Send To Support Email Settings Update CheckEmailevery lj j hours 40 minutes set both to zero to disable Trigger on subject Server Logon User Logon Password incoming Email POP3 syste Outgoing Email SMTP mail myserver com SMTP Retum Address Figure 3 35 Email Test Page 13 Send test In the Send Test Mes
37. est Casper quickly If you run the Simple Test Program on your Casper server do not modify any of the entry fields and press the Send button to test The result should look similar to Figure 3 31 Simple Test Authorization Request successful REVISION 4 37 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS CL Casper User Test Site Code D624 026A 2C5A 420C A4 Serial 123 URL http localhost Casper Server response D C58BF496C56B6E5E1EB82BB9BA Result Figure 3 31 Simple Test Authorization Request successful Procedure 1 Display the Casper Test Application window Start menu gt Programs gt Casper gt Client Programs gt Casper Simple Test Program 2 Enter the serial number 123 Enter your Casper URL Click Send Casper should return a response value of 0 indicating the test was successful It also shows that the Server was able to receive and process your authorization request Note If the return value of 0 does not appear there is a problem with your installation Please contact CrypKey Technical Support CASPER USER MANUAL 38 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Client Interface Demo What your Customer Sees Now that you have conducted a successful test of the software registration request over the Internet you can run a demo program to simulate what your customer will see when making an authorization request This demo program uses the serial
38. gt CASPER 220 is being installed Please wait pee O This screen is a sample only The most current version of Casper will be installed S Back Next gt Figure 3 16 Installation Install in progress screen REVISION 4 25 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION cy C Program Files CrypKey CASPER_220 Casperinst Casperin ll started at 2 5 1 14 19 21 51 Gasperlnstall Installation helper progranm Run once during installation CK2083TESTSUR Administrator C Program Files CrypKe y CASPER not run on t machine pro ng a password Current use Install dir the CasperWe lication and for the databas If you do not choose one a randon password will be assigned to protect your dat a Please enter your chosen password nou sql Figure 3 17 Installation Administrator password Installation Com CASPER 220 has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Figure 3 18 Installation Successful screen CASPER USER MANUAL 26 THAT WORKS Enter the password The default password is sql If you choose a different password take care to remember it as it will be the administrator password Press Enter on your keyboard to complete the install Casper returns a successful installation message Click C
39. hapter 3 Getting Started CrypKey offers a streamlined procedure for installing Casper either by downloading from the Intemet or from a CD n this chapter you will find step by step instructions on how to e install or upgrade Casper e test Casper with test data Installing Casper This section pertains to the initial installation of Casper For directions on upgrading your current version to the latest version see Upgrading from Casper version 2 X to current version below You can install Casper in either of two ways 1 By downloading the installation files from the CrypKey website www CrypKey com select Support Download You must you must have a valid Casper support contract or have purchased within the last 60 days 2 Froma CD provided by CrypKey Canada Inc Note If you are using a CD to install Casper you should check the CrypKey website to ensure that you have the most recent version The most recently released version is always on the site at www CrypKey com Support gt Download PROCEDURE FOR INSTALLING CASPER Follow the steps in Table 3 1 to successfully install Casper Table 3 1 Procedure for Installing Casper This step is in this section 1 Complete the Pre Install Pre Install REVISION 4 14 CASPER USER MANUAL SOFTWARE PROTECTION THAT WORKS GETTING STARTED This step is in this section 2 Install Casper using either of these options a Download and
40. hat the manual email communication worked meaning that the test Client was able to send an authorization request The process is a Casper sends an encrypted registration request email to the Casper email account specified in the Client Test Application window see Figure 3 37 Casper Client Test Application b Casper then processes this email and sends an email containing the Site Key to the customer email account you specified in the customer information window see Figure 3 41 Casper customer information c The customer then copy and pastes the Site Key into their CrypKey protected software to authorize it CANCELLING THE CLIENT TEST PROGRAM To cancel the Client Test Program from any screen 1 Click the Cancel button The following pop up message appears Electronic Purchase Wizard Are you sure you want to cancel this electronic authorization Click Yes EN The Client Test Program returns to the main menu Figure 3 57 Client Test Program cancellation message 2 Click Yes and another pop up message is displayed REVISION 4 59 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Return value The Casper Wizard returned D The user canceled the electronic purchase wizard Click OK Figure 3 58 Client Test Program cancellation return value CASPER USER MANUAL 60 REVISION 4 anti virus software 12 authorization requests 8 types of oes 9
41. ically enable your software Press the Next button below to continue Click Next Cancel Figure 3 23 Casper Serial Number Test wizard 33 CASPER USER MANUAL REVISION 4 GETTING STARTED SOFTWARE PROTECTION THAT WORKS Electronic Purchase Wizard Normally purchases are paid for with a credit card However if you have been issued a prepaid serial number you can use it to enable this software In this case select have a prepaid ial number below serial number below Check the Serial Number box This is how Casper will verify the software authorization request Dtherwise leave the box unchecked and your purchase will be charged to your credit card Iw have a prepaid serial number Cancel lt Previous f Figure 3 24 Serial Number test selection Click Next Note Be sure the I have a prepaid serial number box is checked Electronic Purchase Wizard Enter your prepaid serial number information below and press Next If you do not have a prepaid serial number go back one step by pressing 1 P go bac Enter 123 the Previous and unselecting have a prepaid serial number Serial Number supplied for testing Serial number 123 Click Next Figure 3 25 Serial Number test entry Note Be sure you enter 123 the test serial number included with Casper CASPER USER MANUAL 34 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED 4
42. ient program which we will call the Casper Wizard is embedded in the CrypKey protected application and is capable of communicating with your Casper Server In this Chapter In this chapter you will find information on e system requirements for running Casper e how the Casper client server process interacts with your customers e CasperWeb Casper s web based user interface which manages the database e the data structure in the Casper database e the Casper Wizard your customer s interface with Casper e Security considerations e CrypKey technical support and contact information HELPFUL NOTES AND TIPS FOR USING CASPERWEB e CasperWeb is best viewed using Internet Explorer 5 0 or later Cookies are not used in the application e Some screen pages take several seconds to load Clicking a button multiple times will not speed up this process but may in fact confuse the browser It is best to wait for the page to be fully displayed e CasperWeb has many complex screens that display a lot of information For this reason a 1024x768 pixel screen was used to develop the pages Although you can view CasperWeb with a smaller screen resolution you may have to REVISION 4 5 CASPER USER MANUAL TECHNICAL HELP SOFTWARE PROTECTION THAT WORKS scroll the window to see all the information contained in the screen page For correct display of CasperWeb screens use small font in your Internet Explorer settings e By default CasperWeb does
43. ization request The system In most cases your request can be sent over the internet automatically prepares to However if vou have tried the automatic send method before and it did send an not work select Manually send email below Internet message but as you entered an invalid URL it will fail If in doubt it is safe to leave the box unchecked you will be notified if your email cannot be sent automatically Click Next Figure 3 43 Casper Authorization Request screen CASPER USER MANUAL 52 REVISION 4 SOFTWARE PROTECTION THAT WORKS ic Purchase Wizard take minute Status Connecting Please wait while your request is sent over the internet This process may GETTING STARTED Figure 3 44 Authorization request processing message authorization request can still be processed The electronic authorization wizard could not communicate with the license server over the internet However your Simply press OK and you will be taken through the process of registering through email Casper offers the option of using email Click OK Figure 3 45 Email authorization failure message Microsoft Outlook 4 program is trying to access e mail addresses you have stored in Outlook Do you want to allow this If this is unexpected it may be a virus and vou should choose No Figure 3 46 Email access confirmation You may receive confir
44. lose REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Done Install E The Casper installation has completed successfully Casper reminds you to run the Post Install steps see Post Install Please Follow the post install steps in the section below Casper Install Steps tf document Click Finish Figure 3 19 Installation Post Install screen Loc FiLES During the installation your system will create three log files and place them on your C drive Casperinstall log CasperSetupDb log and CasperSetupAsp log You can use these files or send them to CrypKey Technical Support to help troubleshoot problems with your installation POST INSTALL Important After installing Casper follow the instructions for the post install in CasperinstallSteps rif The post install also instructs you on how to authorize your Casper software Note Casper Install Steps rtf is available in the installation folder you selected for Casper in Figure 3 14 Installation Select Installation Folder or by selecting Start menu gt Programs gt Casper REVISION 4 27 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Upgrading from Casper version 2 X to current version PRE UPGRADE STEPS Procedure These steps are for upgrading your system from version 2 X to the current version 1 Create a backup of your database Make a backup of the files
45. mation messages similar to these Allow the email program to send an email by clicking Yes REVISION 4 53 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS ES Microsoft Outlook behalf A 4 program is trying to automatically send e mail on your Do you want to allow this If this is unexpected it may be a virus and you should choose No CCE CEE CD EERE DERE Figure 3 47 Send Email Confirmation Electronic Purchase Wizard Thank you You have completed your authorization request Your request will be processed and replied to immediately 24 hours a day IF your request is approved the reply will contain an authorization code that will enable your software Further instructions will be in the email reply you will be receiving very shortly Press Finish when you are ready to continue Click Finish Figure 3 48 Email authorization request sent Return value This message reports the email was sent successfully The Casper Wizard returned 1 Email sent successfully Click OK Figure 3 49 Automated email test successful message CASPER USER MANUAL 54 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED If the message above does not appear there is a problem with your configuration Please contact CrypKey Technical Support The message above tells you that the email communication worked meaning that the test
46. nter an invalid URL to force Casper to use email rather than Internet messaging This wizard allows you to enable your software in seconds over the internet It will Gather and encrypt the required information Send this information to our authorization center Automatically enable your software Press the Next button below to continue Click Next Cancel Figure 3 38 Casper Test Application wizard 49 CASPER USER MANUAL REVISION 4 GETTING STARTED SOFTWARE PROTECTION THAT WORKS Electronic Purchase Wizard Normally purchases are paid for with credit card However if you have been issued a prepaid serial number you can use it to enable this software In this case select have a prepaid serial number below Dtherwise leave the box unchecked and your purchase will be charged to your credit card Check Serial Number box IV have a prepaid serial number Cancel lt Previous Er Click Next Figure 3 39 Casper serial number mode 5 This information for the customer information screen below does not have to be authentic but the email address you enter should be your own test email account which represents the customer s email address If you selected the Send license eReceipt to email address supplied in Wizard option see Figure 3 33 CasperWeb System Maintenance Menu page 1 the Site Key will be sent to this address If you did not select this option the repl
47. o send the authorization information Figure 3 50 Automated email test failed message MANUAL EMAIL AUTHORIZATION REQUEST This is another method of requesting license authorization if there is a problem with an automated email request REVISION 4 55 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Procedure 1 Inthe Casper Test Application window enter an invalid URL in order to force the system to use email rather than Internet messaging 2 Click the Run button and follow the instructions on the screens as in the Automatic Email Authorization Request section above 3 The system displays the Casper Authorization screen as shown in Figure 3 51 Manually send email Electronic Purchase Wizard The Wizard will now attempt to send your authorization request In most cases your request can be sent over the internet automatically However if you have tried the automatic send method before and it did not work select Manually send email below If in doubt it is safe to leave the box unchecked you will be notified if your email cannot be sent automatically Click Next Cancel lt Previous Figure 3 51 Manually send email CASPER USER MANUAL 56 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Electronic Purchase Wizard In your email application 1 Create a new message Lt Message Co 2 Place the cursor in the box labeled TO and press Ctrl V to paste
48. om the Casper Wizard in two ways 1 Serial Number Generates licenses based on customer record information stored in the Casper database This component of Casper Casper eRegister uses the customer s assigned Serial Number to verify the request is valid Note Vendors create their own serial numbers which they provide to their customers at point of sale 2 Casper eCommerce Generates licenses based on approval of payment using the customer s credit card number through third party software For instructions on how to configure Casper to use either of the above methods using the online user interface CasperWeb see Part 2 Casper eRegister and Part 3 Casper eCommerce respectively Testing Internet based Authorization Requests and Issuing of Licenses CASPER First you will test the system s default method of processing requests via the Internet The tests below use Serial Numbers to process the authorization request of CrypKey protected products the customer is given a prepaid serial number to use when they wish to have their software authorized for their own use The other option is to enable credit card transactions see Part 3 Casper eCommerce for details on authorizing software purchase transactions using credit cards Note For these initial tests you will use default data supplied with Casper In Part 2 Casper eRegister you will enter your company specific product information and customer serial numbers and run te
49. on screen 48 Figure 3 38 Casper Test Application wizard emm emen 49 Figure 3 39 Casper serial number mode 50 Figure 3 40 Casper serial number entry screen eseesiiiesiissssiiesriiietiiisetiinntittnsiintenrinntrnnnnenne 51 Figure 3 41 Casper customer information Casper Wizard 51 Figure 3 42 Casper email verification re 52 Figure 3 43 Casper Authorization Request screen emen 52 Figure 3 44 Authorization request processing message 53 Figure 3 45 Email authorization failure message sseeee emen 53 Figure 3 46 Email access confirmation sserrep a e enne 53 Figure 3 47 Send Email Confirmation sise 54 Figure 3 48 Email authorization request sent 54 Figure 3 49 Automated email test successful message ee 54 Figure 3 50 Automated email test failed message ssssseeee ee 55 Figure 3 51 Manually send email usine 56 Figure 3 52 Manual email test set up To address eee 57 Figure 3 53 Manual email test set up Subject 57 Figure 3 54 Manual email test set up Body 58 Figure 3 55 Manual email test Customer message eee 58 Figure 3 56 Manual email test successful message 59 Figure 3 57 Client Test Program cancellation message 59 Figure 3 58 Client Test Program cancellation return value 60 CASPER USER MANUAL i v REVISION 4 Chapter 1 Key Points Welcome to Casper the reliable way to automate the distribution and licensing of
50. quests via Email Automatic Email Authorization Request 3 Test customer authorization requests using manual email Test Authorization Requests via Email Manual Email Authorization Request 4 Run a demo program of Casper eRegister s Casper Wizard to simulate what your customer will see from the Client side Client Interface CASPER USER MANUAL 40 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED SET UP A TEST EMAIL ACCOUNT Before you can run the email authorization tests you must configure CasperWeb for the email account and then test the account to establish that Casper is correctly communicating with the email server SAMPLE TEST ACCOUNTS You will use your own test accounts and server address for these tests The sample data shown in the figures below represents these demo accounts Vendor account email address testemail myserver com URL mail myserver com logon user Systems Admin Customer account email address Jane Green QACME com customer name Jane Green Caution The email configurations you set in the CasperWeb pages as shown below directly impact how Casper processes software authorization requests by email Take care to choose the settings according to how you want Casper to process associated email 1 Open CasperWeb and log in see CasperlnstallSteps rtf in the Casper installation folder or selecting Start menu Programs Casper 2 From the
51. r Welcome to the Casper installer This program will assist in the setup of Casper prerequisites and the Casper application BEFORE you begin please ensure that IIS is installed Click Proceed Figure 3 5 Installation Main Sequence Install NET The Microsoft MET Framework will now be installed Click Next to install even if you already have the NET Framework installed Click Next Figure 3 6 Installation MS NET Framework screen 2 Install Microsoft NET Framework at this point even if it was previously installed CASPER USER MANUAL 20 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Install MSDE The MSDE database engine will now be configured Install database engif new install database engine does not exis e Install datab in new install datab ine d t exist Use existing database you must have installed Casper at least once on this computer with the Install Database Engine option above Cancel Figure 3 7 Installation MSDE screen Microsoft SQL Server Desktop Engine o ncn Please wait while Windows configures Microsoft SQL Server Desktop Engine Gathering required information Figure 3 8 Installation MSDE Install progress screen Microsoft SQL Server Desktop Engine x Microsoft SQL Server Desktop Engine Setup completed successfully Figure 3 9 Installation MSDE Install successful screen Select Install database engine new install
52. r System Processing in Customer System Internet message from Server Site Key loads automatically into Client program and protected program opens Email message from Server Customer opens Casper Client on Customer s PC to convert emailed Site Key into required software license a 3 NOTE Processing errors will result in cancellation of the transaction and transmission of an error message to the Customer Figure 2 1 Casper Software Licensing Process REVISION 4 11 CASPER USER MANUAL TECHNICAL HELP SOFTWARE PROTECTION THAT WORKS Security Caution Since Casper is connected to the Internet you should ensure the security of your server machine See the following paragraphs for guidelines FIREWALL SETTINGS Windows operating system software is prone to attack via network connections As a result a software or hardware based firewall is needed to control access In general the firewall should be set to block all traffic You should open only a single specific access path for users For example if you want users to license their product via the Internet using HTTP rather than by email using SMTP then you should open only the incoming port 80 POTENTIAL SECURITY BREACHES Microsoft Windows software is highly network enabled Casper uses the Microsoft Data Engine MSDE as its database If you connect your server to the Internet it is possible for anyone in th
53. r customer name product name invoice number and restrictions on the customer s software use contact information address etc CLiENT PROGRAM The Client side of Casper is called the Casper Wizard and runs on your customer s computer bundled with the CrypKey protected software you provide to the customer The Wizard asks your customer to send a request to Casper for a license to use your software Casper responds by generating a Site Key The Wizard presents a series of windows that guide users through the various available options The Wizard interface is configurable if you are calling it using CrypKey SDK If you are using CrypKey Instant the Wizard is not configurable with e Register For the Casper eCommerce option the Wizard changes to contain the credit card information product code and price LICENSING REQUESTS Casper receives software license requests via either Internet messages transmitted by the Client program or by email messages Internet messages transmit using the user s email program or usually within 15 seconds Email messages are transmitted using the user s email program or via SMTP as quickly as possible They can be delayed by becoming stored temporarily in various servers along the route to the destination Internet requests are not configurable they happen automatically when the request is made Email requests are checked on an interval that you specify in CasperWeb the smallest interval you can
54. r Wizard Or use the Site Key Generator a stand alone Windows program provided with CrypKey Instant or CrypKey SDK SOFTWARE LICENSING AND AUTHORIZATION See Figure 2 1 Casper Software Licensing Process for an illustration of the software licensing process CASPER USER MANUAL 10 REVISION 4 SOFTWARE PROTECTION THAT WORKS TECHNICAL HELP NOTE Customer can also use means other than Casper Client to send Site Code to Vendor In response Vendor can use Site Key Generator to manually produce Site Key and send to Customer Vendor provides software to customer Customer receives software from Vendor either on trial basis or by purchasing it Customer uses Casper Client Program to send an Internet or email Authorization Request to the Vendor This request includes the encrypted Site Code and either a Credit Card number or Serial number Alternatively Vendor uses Site Key Generator see Note at left Vendor s server receives Customer s Internet or email request and automatically begins processing the data including if applicable a check of the Customer s credit card account Vendor s server checks Customer s data in Vendor s Casper database Vendor s server automatically generates customer specific Site Key Vendor s server automatically sends Internet or email message containing Site Key to Customer s PC Legend Processing in Vendo
55. r two general types of authorization requests 1 Casper eRegister Serial Number Authorization Casper issues a Site Key based on an encrypted Site Code contained in the customer s message plus information extracted from CasperWeb Casper searches the Casper database for a Serial Number which is included in the customer s message Casper compares the Serial Number sent with the authorization request to the information in the database from a previous order The Serial Number must be included when using CrypKey e Register 2 Casper eCommerce credit card authorization Casper issues a Site Key based on approval of payment by credit card The approval is obtained through third party software if you purchased the Casper eCommerce REVISION 4 9 CASPER USER MANUAL TECHNICAL HELP SOFTWARE PROTECTION THAT WORKS version of Casper CrypKey provides PC Charge as the payment gateway Casper also supports Payflow Pro GENERATING SITE KEYS MANUALLY Casper automatically generates a Site Key based on a validated request However you can generate Site Keys manually using the Site Key Generator Access the Site Key Generator via the CasperWeb menu at http localhost casperweb gt Edit Customer Info enter the Serial Number and click on the Serial Number button then click on the Site Key Gen button You would choose this method when your customer communicates a license request via telephone fax or regular email rather than via the Caspe
56. re 2 requests from customers 8 license authorization credit card type 9 serial number type 9 license requests 6 licensing your product 6 log files installation 27 MDAC install 19 messages Ce ee 6 Internet 6 Microsoft NET Framework install 19 MSDE oni 12 install 19 Payflow Pro 10 PC Charge cecce 10 post install 15 database upgrade 29 pre install sssse 15 database upgrade 28 general 16 security considerations 12 anti virus software 12 firewall settings 12 Microsoft Windows 12 software updates 12 Site Code 2 CASPER USER MANUAL automatic population 33 encrypted 9 Site Key 2 9 generated by Server 10 generated manually using CasperWeb 10 software licensing process 11 software updates 12 SQL server eos 15 system requirements 6 terminal services session install warning 16 Test Application Window for Casper ceee 49 testing automated email 49 Casper s ette 14 Casper installation 2
57. rotected product See Chapters 5 and 6 for more information on these products Important In order to use the capabilities of Casper you must have previously purchased either CrypKey Instant or CrypKey SDK Issuing Licenses To provide your customer with a license to use your software product You provide software protected by CrypKey SDK or CrypKey Instant to your customer You can choose to offer your product on a trial basis either by number of consecutive days used or number of program runs CrypKey protection restricts your customer s access to the software When prompted by the Casper Wizard which you bundled with your software package the customer sends your Casper Server an authorization request is sent either via the Internet or by email and asks for authorization to use your software The message includes an encrypted Site Code created by the CrypKey protected software based on information extracted from your customer s computer Casper automatically processes the request If the customer made the authorization request by email Casper sends a retum message containing a software license The license consists of a Site Key generated by Casper specifying the type of license restriction that you granted to your customer The Site Key which contains the license restrictions that you specify is a unique key that only your customer can use to run the software on his or her computer The customer ente
58. rs the Site Key into the license registration box If the request was made over the Internet the authorization is automatic and invisible to the customer who simply receives a message saying the software is now authorized for use See Figure 2 1 Casper Software Licensing Process in Chapter 2 for an illustrated explanation of the license issuing process What s New in Casper CASPER Casper version 2 0 incorporates a number of new features and enhancements The most obvious change is the new CasperWeb which together with the Casper Wizard provides the full functionality of defining your software products receiving and processing customer authorization requests and issuing software USER MANUAL 2 REVISION 4 SOFTWARE PROTECTION THAT WORKS KEY POINTS licenses CasperWeb provides a new interface for managing the Casper database which contains product and customer information and replaces the Casper Server interface A new feature available in CasperWeb is System Administration available through the main menu Another new feature is eTransfer eTransfer is offered by CrypKey as a new means of transferring CrypKey licenses from one computer to another over the Internet anywhere in the world within seconds Import file formats have been extended How to Use this Book This book is intended for users familiar with Windows NT 2000 2003 XP It contains chapters to get you started by installing and testing the product use and
59. sage line enter the Casper server email address you are using to test the system Click Send 14 Scroll down in the Email Test Output area to view the message confirming the test email was sent successfully This means CasperWeb was able to send email to the email server Note If you have trouble interpreting the output copy and paste the output in an email message and send to CrypKey support 15 View the test email account to see if the message from the Casper server was delivered Note Make sure the email in the incoming Inbox is not set to mark email as read upon delivery or Casper will not be able to detect the registration request 16 Read test Click Read Scroll down in the Email Test Output area to view the message confirming the test email was received and read by Casper successfully REVISION 4 45 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Tip You can click the Clear Output button after each test to clear the message area 17 Other function buttons and fields on this page Delete deletes one message from the Casper email account Listing Lists all unprocessed messages in Casper email inbox and numbers the emails consecutively Clear Output Clears the data in the Email Test Output area Email Test Output message area for emails sent read or processed Process One Processes the first message in the Casper email inbox Process All Processes all messages in the Casper email inbox S
60. set is once every minute Casper provides three options for communicating licensing information see Table 2 2 License Communication Options CASPER USER MANUAL 8 REVISION 4 SOFTWARE PROTECTION 1 Direct via Internet 2 Automatic Email 3 Manual Email WORKS TECHNICAL HELP Table 2 2 License Communication Options Option Description Direct via Internet The Casper Client sends authorization requests directly to Casper Casper processes an authorization request and immediately sends the authorization or an error message to the customer If the processing is successful the authorization is automatically entered into the program and the software is enabled Automatic Email Manual Email The customer sends an email message authorization request to Casper Casper then processes the information and automatically replies with an email message that contains the authorization The customer enters the Site Key manually The customer sends the authorization request manually via email Casper then processes the information and automatically replies This method is used only if a customer has an unusual network configuration that prohibits the automatic send function CONFIGURING CASPER In order for Casper to respond automatically to Internet or email messages you must configure it to acknowledge authorization requests for details see Part 2 Casper eRegister You can configure Casper fo
61. st test Figure 3 21 Successful Remote Communications Test CASPER USER MANUAL 30 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED TEST CASPERWEB DATABASE ACCESS Procedure 1 To test CasperWeb s access to the Casper database open a browser and type http pcname CasperWeb DE http localhost CasperWeb where pcname is replaced by the name of the computer on which Casper is installed and the value localhost is for local test Log in to CasperWeb as instructed above in the Post Install section 2 The system will display the Main Menu see Figure 3 22 CasperWeb Main Menu below Welcome to CasperWeb Customer Info Admin SuperUser Edit Customer Info Reports a Add New Customer Bl Exchange Rate Bi User Maintenance M Change Password Bl System Maintenance B E Transfer Product Contact Bl Product Code Browser Contact CrypKey B Executable Options and About CasperWeb Levels Bl Family and Product Bl License Type B Setup Wizard Figure 3 22 CasperWeb Main Menu 3 Totest access to database information click on a link e g Product Code Browser and view the test product code supplied by CrypKey 4 Youare now finished testing the Casper installation REVISION 4 31 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Generating Software Licenses You can configure Casper to generate software licenses in response to your customers requests fr
62. sts using your own data We strongly recommend that you run the test below before using live data In the procedures below CrypKey has supplied a test product and test serial number There are two methods of testing Internet communications both use Serial Number processing 1 Runthe Client Test Program see Client Test Program below this test offers more flexibility than the Simple Test or 2 Runthe Simple Test Program a simplified version of the same test program See Simple Test Program below USER MANUAL 32 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED CLIENT TEST PROGRAM INTERNET BASED METHOD Procedure Display the Casper Client Test Application window Start menu gt Programs gt Casper gt Client Programs gt Client Test Program see Figure 3 37 Casper Client Test Application below Enter the following information o a valid Product Code use the default TESTING the test product code included with Casper o your Casper URL this is the URL for the server on which Casper is installed typically this is http localhost casper Note The Site Code is automatically populated for you Click the Run button The system prepares to send an Internet message and displays the following screen This wizard allows you to enable your software in seconds over the internet It will Gather and encrypt the required information Send this information to our authorization center Automat
63. t by email enter it into the Site Key field in the Casper Demo window 8 Click Validate A message pop up appears informing the customer that their copy is authorized See Part 4 Casper Wizard for more information on how your customers use the Client side of Casper to send you a request for authorization to use your CrypKey protected software Instructions for enabling Casper and configuring the Wizard are included for both CrypKey Instant and CrypKey SDK depending on which product you use to protect your software Testing Email Authorization Requests and Issuing of Licenses After you have tested Casper s ability to process requests via the Internet you are ready to test authorization of software requests by email You will need to test the ability of Casper to process software authorization requests via email if you plan to offer this option to your customers Be sure to configure a test email account and then run the tests as shown in Table 3 2 Casper supports only POP3 and SMTP email protocols Note The following email authorization requests test the serial number processing capability of Casper eRegister Credit card transactions are discussed in Part 3 Casper eCommerce Table 3 2 Procedure for Testing Casper Functionality This step is in this section 1 Set up email account Set up a Test Email Account 2 Test customer authorization requests using automated email Test Authorization Re
64. ted test starts with the word begin and ends Follow the on with the word end If not delete the text and try pasting it again Screen Then press the send button in your email program Note that you must instructions to be connected to the internet for the message to reach its destination create a test email Body Click Next Cancel lt Previous F Figure 3 54 Manual email test set up Body Electronic P se Wizard This is what Thank you your customer would see You have completed your authorization request Y our request will be when receiving processed and replied to immediately 24 hours a day confirmation of en a successful If pour request is approved the reply will contain an authorization code ee authorization that will enable your software request via the Further instructions will be in the email reply vou will be receiving very Casper Wizard shortly Press Finish when you are ready to continue Click Next Figure 3 55 Manual email test Customer message CASPER USER MANUAL 58 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Fam value A The Casper Wizard returned 1 This message Email sent successfully the email was sent successfully Click OK Figure 3 56 Manual email test successful message If the message above does not appear there is a problem with your configuration Please contact CrypKey Technical Support The message tells you t
65. th the Client Test Program Start menu Programs Casper Client Programs gt Client Test Program The following tests use email based messaging Note Throughout these tests note any errors and contact CrypKey Technical Support if required You can also perform some troubleshooting by analyzing the casper log file Please include the casper log file in correspondence with CrypKey support so that we can use it for analysis as well You will run two tests 1 Automated email communication this is an alternative method your customer can use to send you software license authorization requests see Automatic Email Authorization Request below 2 Manual email communication see Manual Email Authorization Request below AUTOMATIC EMAIL AUTHORIZATION REQUEST Using the server side Client Test Program see Client Test Program Internet based Method you will process an authorization request sent from the Casper Wizard on your customer s side to your Casper server via email Note This test uses a serial number to verify the request For information on how to test serial number requests using the Internet based method instead of email see the subsection Testing Internet based Authorization Requests and Issuing of Licenses Procedure 1 Double click the Client Test Program CaspTest exe in the Client directory or Select Start gt Programs gt Casper gt Client Programs gt Client Test Program REVISION 4 47 CASPER USER
66. y email containing with the Site Key will be sent to the originating email address CASPER USER MANUAL 50 REVISION 4 SOFTWARE PROTECTION THAT WORKS GETTING STARTED Electronic Purchase Wizard Enter your prepaid serial number information below and press Next If you do not have a prepaid serial number go back one step by pressing Previous and unselecting have a prepaid serial number Enter Serial Number Serial number 123 Figure 3 40 Casper serial number entry screen Electronic Purchase Wizard Please fill out the following form Fields marked with are required Your information will be securely encrypted before being sent First name Last name Company Jane Green ACME Address Additional address Main Street City Country Anytown United States DI Postal code Province State 39081 AL Alabama Email address IE ane Green ACME coni Phone number Fax number Cancel lt Previous Figure 3 41 Casper customer information Casper Wizard Click Next REVISION 4 51 CASPER USER MANUAL GETTING STARTED SOFTWARE PROTECTION THAT WORKS Verify Email Address gea Please take a moment to verify that your email address is correct If it is P incorrect pour unlocking code cannot be sent to you Verify the email You entered See and clic Jane Green ACME com Yes Is this correct The Wizard will now attempt to send your author
67. your software asper CrypKey Automated Software Purchase and Electronic Registration is a software security system designed to enable you the software manufacturer to automate and secure the distribution and licensing of your products and the processing of payments made by your customers In this Chapter In this chapter you will find information on e CrypKey Canada Inc e Casper CrypKey s automated software copy authorization product e what s new in Casper e how to best use the resources of this book e an overview of issuing licenses for your CrypKey protected software About CrypKey Canada Inc To find out more about CrypKey and our approach to preventing software piracy one of the most costly and intimidating problems for software developers visit our web site at www CrypKey com About Casper Casper was created to automate the processes of issuing licenses and collecting customer payments Its main advantages are that it e allows users to obtain authorization automatically which saves on labor and allows payments over the Internet in return for an authorization e minimizes unauthorized use of software and e secures payment for products REVISION 4 1 CASPER USER MANUAL KEY POINTS SOFTWARE PROTECTION THAT WORKS Casper automates the authorization of CrypKey protected products by verifying serial numbers Casper eRegister or by verifying credit card purchases Casper eCommerce before authorizing a CrypKey p

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