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## Serialization

In Portfolio 5.0, the Portfolio Server is activated with a single Portfolio Server serial code. (Portfolio SQL Connect is activated with a different, SQL, Serial Code.)

The first time you attempt to administer a Portfolio Server you will be prompted to enter the serial code. You can also access the Serial Codes dialog from the Server Administration dialog (File > Administer Servers > [select server] > Administer > Serialize).

Multi-user serial numbers (licenses) allow users to connect to the Portfolio Server, up to the limit of users for that serial number. The multi-user serial number is entered at each workstation when the Portfolio 5.0 application (client) is installed. The Portfolio Server tracks how many connections are open at one time, and limits access to the catalog to the maximum number of connections for that serial number. To add additional connections, simply contact Extensis Customer Service to purchase additional multi-user serial numbers.

To serialize a Portfolio Server:

1. Open the Server Administration dialog for the server (File > Administer Servers > [select server] > Administer).

2. Click “Serialize...”

   The Serial Codes dialog is displayed.

3. Click “Add...”

   The Add Serial Code dialog is displayed.

4. Enter the Portfolio Server Serial Code (and/or SQL Connect Serial Code), then click “OK.”

   When you click “OK” you will be returned to the Serial Codes dialog. The newly entered codes will be listed.

5. Click “Done” to return to the Server Administration dialog.

### Removing a Portfolio Server or SQL Connect Serial Code

This feature is helpful if you wish to move a serial number from one server to another, such as when setting up a Portfolio Server in a different location.

Note that the serial can be used on only one Portfolio Server at a time.

To remove the serial number from a Portfolio Server, or to remove SQL Connect:

1. Open the Administration dialog for the server (File > Administer Servers > [select server] > Administer).

2. Click “Serialize...”

   The Serial Codes dialog is displayed.

3. Select the Serial Code that you wish to remove, then click “Delete.”

   The serial code will be removed from the list, and those connections will no longer be available on the selected server.