While all functionality is installed with every installation of Concordance Desktop, it is the licensing that determines what level of functionality is available to the users. Every installation of Concordance Desktop is capable of being licensed as a server (on a networked computer) or a stand-alone setup (on a single computer); and every installation can be used as a work station for a Concordance Desktop Administrator or Reviewer.
There are five basic types of licenses; two are application licenses (server and mobile) that designate the computer as a server for multiple users across a network, or as a server for one user on their individual computer, and the remainder are user licenses that when added to a server can be used to perform administrator or reviewer tasks.
Application licenses
Application licenses are applied to only one computer, and allow for that computer to be used as a Concordance Desktop database server. Once an application license is activated on a computer, it is tied to that computer and cannot be used or moved to another computer.
There are two different types of application licenses:
Application license |
Description and functionality |
|---|---|
Server |
Used to activate server functionality on a networked server or workstation computer. |
Mobile |
Used to activate server functionality, and enable all Concordance Desktop user functionality on a single computer, for use by only one user. |
Server license overview
A “Server” license is required to activate a Concordance Desktop installation as a Concordance Desktop database server, on a Local Area Network (LAN) or Wide Area Network (WAN). It is a "non-concurrent" license, meaning it can be used to activate only one server. If you need to setup multiple Concordance Desktop database servers, you will need a separate Server license for each computer you are going to use as a Concordance Desktop server.
A Concordance Desktop Server license is most beneficial for small to medium sized firms that have a network environment, and/or the need for multiple users to work on the same case. It allows for multiple users to open and work on the same database at the same time. All Concordance Desktop databases created on a Server licensed computer are "owned" by that server, meaning that all setup is stored on that server and all access to those databases is controlled by the licenses added to that server.
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At least one server license must be purchased and activated on a computer (server or workstation) in order to allow for Concordance Desktop databases to be created on that computer. |
Mobile license overview
A “Mobile” license is required to activate Concordance Desktop server functionality, and enable all user functionality on a single computer, for use by only one user. It is a “non-concurrent” license, meaning it can be used to Activate and enable Concordance Desktop functionality on only one computer. Usually, this is a computer that does not attach to a network.
A Mobile license is most beneficial for:
•Small firms having only a few or less users who handle every aspect of the review process themselves, and who have no need to share their databases with others in the firm
•Firms that have no network LAN or WAN setup, or have no need to work with Concordance Desktop databases on a network
•Firms that may or may not be on a network, but in which each user prefers to have all information pertinent to their case on one computer; maybe a computer that they can take with them to court
Users with a Mobile licensed Concordance Desktop installation still have the capability to access databases on a network if they need to, but the databases they create on their own computer stay on their computer, and are not readily accessible by others. Note that at any point in time, a mobile licensed installation of Concordance Desktop can be changed to a Concordance Desktop database server by simply purchasing and activating a Server license on the current Mobile licensed computer, and of course attaching the computer to a network. This makes it convenient for those who prefer to have their own databases to work with and then after their case is over, would like to move the database to an archive server for safe keeping.
The main difference between a Server and Mobile license is that a Mobile license turns on ALL functionality (Server, Administration and Full Reviewer) for a single user on a single computer, whereas a Server license turns on only Server functionality on a network computer (server or workstation).
Distinctions Between Mobile and Server Installations
Differences |
Mobile |
Server |
|---|---|---|
RAM used for processing searches, indexing databases |
End-user machines |
Server |
Set IP address restrictions for connections |
— |
√ |
Load data |
√ |
√ |
Reset Concordance Desktop password for all user’s databases |
√ |
√ |
Broadcast messages to online users |
√ |
√ |
Kill user sessions |
— |
√ |
Set Job Schedules |
√ |
√ |
Track Usage History |
√ |
√ |
Send Watchdog Notifications |
√ |
√ |
Can take databases offline |
√ |
√ |
Can accept connections from other users |
— |
√ |
A database can be opened by multiple users at the same time |
— |
√ |
User licenses
User licenses work a bit different than application licenses. They are used to access different functionality in Concordance Desktop. A single User license, for the most part can be used by multiple people, as long as they do not attempt to all use the same license at the same time. User licenses are added to a Concordance Desktop database server through the Administration Console, and are available for use by any user who has the proper log in credentials to access the Concordance Desktop server and/or a database on that server.
There are three different types of user licenses:
User license |
Description and functionality |
|---|---|
Administration |
Enables any user who has Concordance Desktop installed on their computer, to perform administration functions as well as Full Reviewer functions. |
Full Reviewer |
Enables any user who has Concordance Desktop installed on their computer, to perform Full Reviewer functions, as well as basic Data Reviewer functions. |
Data Reviewer |
Enables any user who has Concordance Desktop installed on their computer, to perform Data Reviewer functions. |
User licenses are based on availability, meaning how many licenses are available for a specific type of user on a Concordance Desktop server, when that type of user attempts to log into that Concordance Desktop server. If a license is not available, the user is granted the next access level down from the one to which they are assigned on that server. For example, if an administrative user attempts to log into a Concordance Desktop database server and there are no Administration licenses available at that time, that user is granted access using the next license down, which is a Full Reviewer license. If a Full Reviewer license isn't available at the time, then they are granted access using the Data Reviewer license. If a Data Reviewer license is not available at the time, then the user is unable to gain access to the server or it's databases until a license is available. This holds true for all user licenses.
Administrator license overview
An Administrator license provides access to the Concordance Desktop databases, and all database and user administration features. Administrator users can create and maintain Concordance Desktop databases, users, user settings, user groups, matters, and clients. In addition they have access to the same features as a Full Reviewer, meaning they can also review documents in browse view or in the viewer (which displays a PDF image of the actual document), markup documents in the viewer, search, categorize records, and create folders, tags and issues. Administrator licenses are "concurrent" meaning, one license can be used by multiple users, but not at the same time.
Full Reviewer license overview
A Full Reviewer license provides access to the Concordance Desktop databases for review purposes. Full Reviewers can review documents in browse view or in the viewer (which displays a PDF image of the actual document), markup documents in the viewer, search, categorize records, and create folders, tags and issues. Full Reviewer licenses are "concurrent" meaning, one license can be used by multiple users, but not at the same time.
Data Reviewer license overview
A Data Reviewer license provides access to the Concordance Desktop databases for review purposes. Data Reviewers can perform the same tasks as Full Reviewers, with the exception of viewing and marking up documents in the viewer. They can review documents (in browse view only), search , categorize records, and create folders, tags and issues. Data Reviewer licenses are "concurrent" meaning, one license can be used by multiple users, but not at the same time.