Easy PDF
for Microsoft Dynamics 365 Business Central
Registration Guide
How to register your Easy PDF application
Professional Messaging for Microsoft Dynamics 365 Business Central
Easy PDF
for Microsoft Dynamics 365 Business Central
About this Document
This document provides a description of the registration steps for Easy PDF.
You will need a valid registration to use the Easy PDF application beyond the 30-day trial period.
For additional description of product features please see:
Administrator Guide Registration, Setup and User Management
Getting Started User Guides
Developer Guide For Developers
Available on the website at: [Link]
If you know what you are doing and don’t need all the detailed explanations, then go to page 8.
Before You Start
This guide assumes that you have installed the Easy PDF application into Business Central.
If you have not yet installed Easy PDF please see the Administrator Guide for guidance.
Make sure that the Easy PDF application is configured for HTTP client requests.
If it is not configured for HTTP client requests then registration will fail.
In Business Central open the “Setup & Extensions” page.
Find and select the Easy PDF entry.
From the page menu select the Manage/Configure entry.
On the extension configuration page make sure the “Allow HttpClient Requests” is enabled.
OnPrem Registrations
Please note – if you will use Easy PDF in an OnPrem environment then your Business Central Partner
should perform the registration. An OnPrem environment requires a Business Central Customer License
which only your Partner can provide. (We cannot issue customer licenses)
Partners Note
To enable use of Easy PDF in the OnPrem environment you will need to generate a customer license
with the Easy PDF module enabled (module# 70332080). To do that you will need to be registered as a
reseller for Easy PDF. Please contact us so we can add you to the reseller list.
Also note, in PSBC there are two registered Easy PDF modules:
Module Name Publisher
14103460 Easy PDF Binary Stream, Inc.
70332080 Easy PDF Rios Software, LLC
You will need the second one not the first one.
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Easy PDF
for Microsoft Dynamics 365 Business Central
Registration Scenarios
If you are reading this document, then you likely fall into one of the following categories.
Please follow the steps appropriate for your situation.
1. SaaS
You are using Easy PDF in the Microsoft Business Central Cloud (SaaS) platform.
You are managing your own tenant (i.e., you do not have a Business Central Partner)
2. SaaS/with-Partner
You are using Easy PDF in the Microsoft Business Central Cloud (SaaS) platform.
You have a Business Central Partner who is managing your tenant.
3. OnPrem/with-Partner, new Easy PDF customer
You are purchasing Easy PDF for the first time.
You are using Easy PDF in a Business Central On-Prem environment.
You have a Business Central Partner who is managing your system.
4. OnPrem/with-Partner, Upgrade from Dynamics NAV
You previously purchased Easy PDF for a Dynamics NAV or Business Central v13/14 platform.
You are upgrading to a later versioned Business Central OnPrem platform.
You have a Business Central Partner who is managing your system.
SaaS
If you are a SaaS customer (#1 above) then you should follow the steps describing how to start a
30-day trial and subsequently register your Easy PDF installation on the website.
For the SaaS environment Easy PDF supports the following purchase option:
1. Named user, monthly subscription
When registering your installation on the Easy PDF website you will need to identify how many user
licenses you wish to purchase. Purchase will create a monthly subscription payable by credit card or
PayPal.
Please also read the section below describing the transient license feature. That may be appropriate if
you wish to provide Easy PDF functionality to users who will use the product infrequently.
SaaS/with-Partner
If you are a SaaS customer with a Business Central Partner (#2 above) then you should request your
Partner to perform the registration. It is not required that your Partner perform the registration
however they will likely have experience with Easy PDF and can advise you on the best options for
registration.
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Easy PDF
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OnPrem/with-Partner, new Easy PDF customer
When using Easy PDF in an OnPrem environment your Partner must perform the installation and
registration. This environment requires a Business Central Customer License with the Easy PDF module
enabled – only your Business Central Partner can provide the license.
For the OnPrem environment, Easy PDF supports two purchase options:
1. Named user, monthly subscription
2. Product purchase, annual software maintenance
You should discuss these options with your Partner and decide which is best for your situation.
OnPrem/with-Partner, Upgrade from Dynamics NAV
If you previously purchased Easy PDF and are upgrading to a later versioned Business Central platform
then we will gladly honor the terms of your prior purchase so long as your software maintenance is
current.
In this scenario your Partner must perform the registration. They must update your Business Central
Customer License and obtain an Easy PDF Upgrade key.
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Easy PDF
for Microsoft Dynamics 365 Business Central
Obtaining a Customer Key
To register Easy PDF, you will first need a Customer Key.
The Customer Key associates your app installation with your account on the Easy PDF website.
You obtain a Customer Key by starting a 30-day trial.
Start a 30-day trial
When you start a 30-day trial a new Customer Key is automatically assigned.
The 30-day trial also assigns a temporary, full featured, registration to your Easy PDF installation.
The application will run, fully functional until the trial period expires.
Starting a 30-day trial is appropriate if it is the first installation of Easy PDF by your company or you are
just kicking the tires to check out the features.
To start a 30-day trial open the Easy PDF Administration page:
- In the search dialog enter “Easy PDF Administration” and select the link
- On the administration page select “Registration” from the Registration menu
- On the registration page select “Start 30-day Trial” from the Registration menu
Confirm that you wish to start the trial.
The application will download a trial registration with a new Customer Key
Obtaining an active Registration
To use (non-trial) Easy PDF you will need an active Registration.
You can obtain a registration in a couple of different ways:
1. SaaS or SaaS, with Partner -- Register your trial installation on the website
A registration will automatically download when the trial expires
2. Import a registration from another (registered) installation
3. Receive a registration from Easy PDF Support or your Business Central Partner
Register your installation on the website
If you are a SaaS or SaaS/with-Partner customer, have started a 30-day trial and wish to continue using
Easy PDF beyond the trial period then you will need to purchase a registration.
The procedure for registration on the website is described below.
If you have a Business Central Partner we recommend that you ask them to perform the registration.
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Easy PDF
for Microsoft Dynamics 365 Business Central
Copy your Registration from another installation
Note: Copying a Registration from a 30-day trial installation is not supported – it won’t work.
If you have already registered Easy PDF in an environment in your SaaS tenant, or an OnPrem server
then you can copy that registration to your new installation.
You would typically follow this procedure if you have already registered a debug, development or test
installation and then wish to use that registration for your production system (or visa-versa).
Retrieve the key from the registered installation:
- On the registered installation open the Easy PDF Administration page
- On the administration page select the Registration menu option
- On the Registration Page the Customer Key and Instance Key will be displayed
Assign the key to the new installation:
- On the new installation open the Easy PDF Administration page
- On the administration page select the Registration menu option
- On the Registration Page select the Registration/Manual Entry and Registration/Import options
Enter the Customer Key from the registered instance into the Customer Key field
Enter the Instance Key from the registered instance into the Registered Instance Key field
Note: By default, the Easy PDF registration is limited to three (3) installations. That provides for
production, test and development environments. The standard registration procedure will not let you
exceed this limit. To enable more (than the standard limit of 3) installations you will need to contact
Easy PDF Support or your Business Central Partner.
Receive a Registration from Easy PDF Support or your Business Central Partner
Under rare circumstances you may need to receive a specific registration from Easy PDF Support or your
Business Central Partner. In this case the Registration will be sent to you as a string of encrypted text.
When you receive the registration you will need to install it as follows:
1. Open the Easy PDF registration page
2. On the registration page, select the Registration/Manual Entry option.
Confirm that you wish to proceed.
3. Copy the encrypted key that was sent to you into the Application Key field on the registration
page, then tab out of the field.
Assuming the encrypted registration is valid the registration status will update.
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Easy PDF
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Steps for registering on the website
These are steps for registration on the Easy PDF website.
You should execute this procedure if you are a SaaS customer seeking to register your Easy PDF
installation before (or after) a 30-day trial period expires.
To successfully execute this procedure you will need:
1. Your Customer Key
See the section above – Obtaining a Customer Key
2. Upgrade Key (only required if upgrading from the Dynamics NAV environment)
An upgrade key obtained from Easy PDF Support
3. The number of user reservations to be purchased
Registration will ask how many user reservations (aka., user license) you wish to purchase.
You should know this number before starting registration.
Some guidance on estimating this number is provided here:
[Link]
4. Payment Method
Registration will subscribe you to a recurring monthly payment, payable by credit card or PayPal.
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Easy PDF
for Microsoft Dynamics 365 Business Central
Registration Procedure
1. Open a web browser and navigate to the Easy PDF registration page
[Link]
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Easy PDF
for Microsoft Dynamics 365 Business Central
2. Enter the Customer Key into the Customer Key field
3. If upgrading, enter the Upgrade Key into the Upgrade Key field
4. Enter the number of reservations to purchase
5. Agree to the payment terms
6. Enter the Customer Details
o Company Name – the end-user company name
o Contact Name – the name of the person who will receive account correspondence
- Partner name if registering for a client
- Customer name if self-registering
o Contact Email – email address for the point of contact
All account correspondence will be sent to this address
7. Click the Verify button
The website will send a verification code to the email address in the Contact Email field
8. Enter the verification code from the email
9. Enter a password for the Easy PDF Customer account
The password must satisfy the minimum strength password requirements as displayed.
10. Reenter the password into the Confirm Password field
11. Press the Proceed to Payment Options button
You will be navigated to the Payment Options page
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Easy PDF
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12. Select your method of payment – credit card or PayPal
13. Enter your credit card or PayPal details
Paying with a credit card
Paying with PayPal
14. After entering the payment method details press the Submit button
15. Press the Proceed to Checkout button
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Easy PDF
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You will be navigated to the Checkout Confirmation page
16. Press the Place Order button to finish
You will see an Order Confirmation with details of your purchase.
You will also receive an email (sent to the point of contact) with your order and account details.
Updating the Registration in Business Central
No further action is required following the purchase of a registration.
The Easy PDF app in Business Central will automatically update the registration when the trial period
expires.
However, if the trial period has already expired or you wish to force the registration to update then
follow these steps:
1. Open the Easy PDF Registration page
2. On the registration page select the Registration/Check for Updates menu option
The registration will update and the new registration status will display.
-- End of Document --
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