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## Serialization

Portfolio SQL Connect is activated with a single SQL Serial Code, and each Portfolio Server is activated with a single Portfolio Server Serial Code.

To activate Portfolio SQL Connect: After the Portfolio Server is set up, enter the SQL Serial Code from the Portfolio Server Administration dialog (File > Administer Servers > [select server] > Administer > Serialize).

Note: The first time you attempt to administer a Portfolio Server you will be prompted to enter the Server Serial Code.

Adding Users

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, contact Extensis Customer Service to purchase additional multi-user serial numbers.

To add an SQL Connect Serial Code:

1. Open the Server Administration dialog for the Portfolio 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 SQL Connect Serial Code, then click “OK.”

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

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

To remove an SQL Connect Serial Code:

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

2. Click “Serialize...”

3. Select the Serial Code that you wish to remove.

4. Click “Delete...”

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