New identification of Stata for Mac in KeyAccess

Stata for Mac is frequently managed by K2. With the release of KeyAccess, the way that the Stata program is identified has been changed, to allow distinct entries for different editions of Stata. If the Product Recognition Service (PRS) is enabled within K2, standard definitions for Stata have automatically been updated. If however, PRS support has expired, or manual definitions are being used, you should take care to look for these new programs and ensure that they are being Managed as appropriate.

Stata is a common Data Analysis and Statistical Software product. It is available as a Concurrent Use License (also referred to by StataCorp as a Network license), which allows it to be installed on “on an unlimited number of machines as long as the specific number of Concurrent Authorized Users for which Customer has paid the applicable License Fee is not exceeded” (from the Stata network license terms and conditions. Since concurrent use is an option, Sassafras K2 is frequently used for active license management of the Stata network license – i.e. to enforce the concurrent limit and ensure that it is never exceeded.

Different editions on Windows have distinct identifiers

Stata is available as 4 different standalone editions, with various features. Historically, on Windows, these 4 editions have always appeared within K2 as distinct programs. However on Macintosh, each edition appears as the same program. This is because of how the various internal properties have been set up within the Stata applications.

Historically, all editions on Mac share a single identifier

This has never been a problem for organizations who own a single edition of Stata – or for cases where it is well known where the different editions have been deployed. However with the new code for identification of Mac editions of Stata in KeyAccess, K2 can now easily determine which edition is present on each Mac computer – just as it has always done on Windows.

KeyAccess now distinguishes between editions

This does open up the possibility however that your KeyServer is configured to manage the old shared program entry, but not the new edition specific entry. In this case, KeyServer would manage launches from older versions of KeyAccess, but not from KeyAccess and newer. So, it is important to verify that no configuration change is needed.

It is important to note that if you are using the Product Recognition Service (PRS), and your policies are configured to use standard definitions from PRS, that these definitions will automatically be adjusted to include the new program identifiers. This is precisely why PRS is so powerful – it helps eliminate manual configuration steps.

So, the first thing to verify is that PRS is turned on and functioning. From the Config menu, select General Settings. If PRS is turned on and working you should see something like this:

PRS is enabled and functioning as expected

Note the green checkmark, indicating that PRS was successfully contacted as of the date displayed. Assuming PRS is turned on, you should next make sure that you have not created your own definitions for Stata products – if you have, they will not be updated, and you could continue to manage only the identifier used by older versions of KeyAccess. The easiest way to do this is to run the Product Suggestions (PROD) report, which can be found in the Miscellaneous group in the reports menu. If you have made a manual definition you will see something like this:

The manual definition “Stata 14 Mac” shares some components with standard PRS products

The manual product is displayed with the standard product from PRS underneath it, because these products share some program components. Whenever you run this report you should always look at the product details to understand exactly which programs are in each product, because they may not match up precisely between the two products. If you are satisfied that one of the standard definitions from PRS represents the product you are trying to manage, you can select them both, right-click, and select “Replace Product References…” This will take you to the Replace Product References Wizard which will change all Purchases and Policies for the manual product so they instead refer to the Automatic product. Refer to the documentation link for more information.

If PRS is turned off, unavailable because your TSS has expired, or if it is failing to reach the PRS server, you should do a search in the Programs window for “Stata”.

Searching for Stata shows the new program entries

Here we see all of the new Mac identifiers for Stata. In this case, they have already been added to PRS definitions, as we can see from the dark gear icon in the Status column. If that gear showed the light gray icon for “Ignored”, it would indicate that the programs needed to be added to a product.

Please don’t hesitate to contact Sassafras support at 603 643 3351 or
We are happy to look over your configuration and make sure that everything is correct.

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