Upgrading DM License to AI Summary

You can upgrade an existing Live Platform Device Manager service license from Essential to Essential + AI Summary (or from Pro to Pro + AI Summary) to support the AI Summary feature. This process requires the customer to approve the Terms and Conditions in order to activate the AI Summary feature for the Trial period. A secure link to this agreement is sent to the customer tenant admin email account.

➢ Do the following:
1. From the Device Manager drop-down, choose Edit Service.

2. From the License Type drop-down, choose Essential + AI Summary or Pro + AI Summary.

3. Configure the number of Meeting Room devices to use this feature and configure the number of Personal devices as required, and then click Update Service.

4. Send the Onboarding email to the customer: Click the Send AI Summary Onboarding Email button (or the copy icon to obtain a shareable link). This email contains a unique link to the service's Terms & Conditions.
5. Enter the email address of the customer tenant admin email account and then click Send.

The following Welcome Email is sent to the customer.

6. Click Terms and Conditions. The agreement for the Trial version is displayed. Read the content and then click Submit.

The customer must open the email and accept the Terms & Conditions via the email link. You cannot assign the AI Summary Plan until this agreement has been accepted.

7. Close the above confirmation dialogs.
8. Once the Terms and Conditions are approved, in the Service Details page, click Update Service and then refresh the page.
9. Configure the following:
● The AI Summary Plan parameter for configuring the number of Meeting Room devices to support the feature.
● The License Expires and Trial Expiry Date for setting the expiration date for the trial period.

License and Trial Period:

● For the Free Trial: Leave the License Expires checkbox checked.
● Action Required After Trial: Please be aware that the free trial is automatically stopped after six months. To convert to a paid license and ensure that the service continues uninterrupted, you must return to this screen and uncheck the ‘License Expires’ checkbox.

10. Click Configure Recipient Domains to restrict domains for AI Summary emails (see Configure Authorized Domains).
11. The license upgrade does not remove any devices previously added to the service (although you will need to set them up for AI Summary – (refer to the AI Summary Configuration Guide). Optionally add additional devices (see the relevant steps in Onboarding using Redirect Server with 'Essential + AI Summary' or 'Pro + AI Summary' License).
12. Click Update Service and refresh the page.