Asset Manager Guia Usuario

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Numara Software Asset ManagerInstallation and Administration

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Table Of Contents About Numara Software Asset Manager................ ................. .................. .................. .................. .. 1

Welcome to Numara Software Asset Manager......... .................. ................. .................. .............. 1Numara Software Asset Manager Web Edition.............. .................. ................. ................. ...... 1How Numara Software Asset Manager can help you .............................................................. 3Standalone PCs ....................................................................................................................... 3Documentation ......................................................................................................................... 3

Getting started........ ................... ................. .................. ................. .................. .................. ........... 3Remote Computers .................................................................................................................. 4Standalone PCs ....................................................................................................................... 4Remote Servers ....................................................................................................................... 4Documentation ......................................................................................................................... 4

Numara Software Asset Manager Control Center ....................................................................... 5The Repository ......................................................................................................................... 5Multi-user use of the Control Center ........................................................................................ 5

Controlling the display in the Contents Window .......................................................................... 5Sorting the display.................................................................................................................... 5

How Numara Software Asset Manager works............................................................................. 6What "As soon as available" means ............................................................................................ 6

Planning Your Installation .................. .................. .................. ................. .................. .................. ..... 9Supported platforms and system requirements........................................................................... 9Planning your installation ............................................................................................................. 9Numara Software Asset Manager overview ................................................................................ 9Method of communication ................. .................. .................. ................. .................. ................. . 11Microsoft SQL Server... .................. .................. .................. ................. .................. .................. ... 12Where to put the components................. ................. ................... ................. .................. ............ 13

Windows 2000/XP/2003 network ........................................................................................... 13Novell Netware/Intranetware network .................................................................................... 13Where to put the Web Control Center.................................................................................... 13Where components can be installed ...................................................................................... 14

Client Files Folder ...................................................................................................................... 15

Method of Client Agent deployment........................................................................................... 15Users login scripts ................................................................................................................. 16Direct Network Connection to a Windows NT/2000/XP/2003 Computer ............................... 16Email attachment... .................. .................. .................. ................. .................. .................. ...... 16Floppy disk/USB memory stick............ .................. ................. .................. .................. ............ 17To one or more computers at a time from the Control Center ............................................... 17

Examples ................................................................................................................................... 17Example 1............... ................. .................. ................. .................. .................. .................. ...... 17Example 2............... ................. .................. ................. .................. .................. .................. ...... 18

Installing & Configuring................... .................. .................. ................. .................. .................. ...... 21What happens during installation.................. ................. .................. .................. .................. ...... 21

Components to install ................. .................. .................. ................. .................. .................. ... 21Control Center ........................................................................................................................ 21Database files and communication agents ............................................................................ 21Web Control Center..... .................. .................. .................. ................. .................. .................. 22

Deploying the Client Agent ........................................................................................................ 23Deploying the Client Agent.................. ................. ................... ................. .................. ............ 23Deploying the Client to UNIX and OS X Platforms........ ................... ................. .................. ... 25Deploying via a direct network connection to Windows NT/2000/XP/2003 computers ......... 26Deploying the Client Agent via login scripts ........................................................................... 28Deploying the Client Agent via an email package... ................... ................. .................. ......... 29Deploying the Client Agent from a standalone diskette or USB memory stick ...................... 29

Client Agent Dialog .................................................................................................................... 30


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Client Agent Options .............................................................................................................. 30 Audit Options page .................. .................. .................. ................. .................. .................. ...... 30Gathering custom information from users.............................................................................. 31

System Settings Dialog.............................................................................................................. 33System Settings ..................................................................................................................... 33Client Files Folder page ......................................................................................................... 33IP Settings page ..................................................................................................................... 33

Other information ....................................................................................................................... 34CSETUP.EXE command line switches .................................................................................. 34Explanation of Client.xml and Local.xml ................................................................................ 34Removing the Client Agent from a computer ......................................................................... 36Using the Numara Software Asset Manager Terminal Agent ................................................ 37

Ad-hoc Administration Tasks .................. ................. ................... ................. .................. ............ 39 Administration tasks ................ .................. .................. ................. .................. .................. ...... 39Backing up the Repository ..................................................................................................... 40Restoring the Repository from a backup... .................. ................. .................. .................. ...... 40Purchasing additional Numara Software Asset Manager licenses ........................................ 40Running the Control Center from the command line.............................................................. 41Using the Run menu option.................................................................................................... 44

Auditing Computers .................. .................. .................. ................. .................. .................. ............ 47 Audits ................ ................. .................. .................. .................. ................. .................. ............... 47Selecting file types to scan for ................................................................................................... 48Using Audit Schedules................ .................. .................. ................. .................. .................. ...... 48

Audit schedules ................. .................. .................. ................. .................. .................. ............ 48Creating a schedule ............................................................................................................... 49

Attaching a schedule .................. .................. .................. ................. .................. .................. ... 49Removing a schedule................. .................. .................. ................. .................. .................. ... 50Updating a schedule....... .................. .................. .................. ................. .................. ............... 50Renaming a schedule........... .................. .................. ................. .................. .................. ......... 51Deleting a schedule................................................................................................................ 51Requesting an audit on demand ............................................................................................ 51Manually canceling an audit................................................................................................... 52

Auditing a remote server .................. .................. .................. ................. .................. ............... 53

Auditing Remote computers via an IP connection .................. ................. .................. ............ 54How to Audit a Standalone Computer ....................................................................................... 54 Auditing a standalone computer ................ ................. .................. .................. .................. ...... 54Importing audit data from a standalone diskette .................................................................... 55

Deleting audits for all the computers in an Organizational Unit.... .................. .................. ......... 55Displaying the properties of a computer ........................................................................................ 57

Displaying the properties of an audited computer ..................................................................... 57List of computer statuses ........................................................................................................... 57General Properties page............................................................................................................ 57System Properties page........ .................. .................. .................. ................. ................. ............. 58Software Properties page .......................................................................................................... 59

Software usage categories.................. ................. ................... ................. .................. ............ 59Files Property page.................................................................................................................... 59

History Properties page ............................................................................................................. 60Location Property page.................. .................. .................. ................. .................. .................. ... 60Custom Information page............ .................. .................. ................. .................. ................. ....... 60Notes Properties page ............................................................................................................... 61

Discovering Physical Locations .................. ................. ................... ................. .................. ............ 63LANProbe Settings dialog.......................................................................................................... 63

Community Strings page ........................................................................................................ 63Switch subnets and excluded subnets pages ........................................................................ 63

Location detection agent................ .................. .................. ................. .................. .................. ... 63Creating a location ..................................................................................................................... 64


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Associating a network device with a location............ .................. ................. ................. ............. 64Displaying network devices and ports ....................................................................................... 65Removing a network device from a port .................................................................................... 65Renaming a location .................................................................................................................. 65Deleting a location ..................................................................................................................... 66

Managing the Repository.... .................. .................. .................. ................. .................. .................. 67Managing objects....................................................................................................................... 67

Computers .............................................................................................................................. 67Type managers .......................................................................................................................... 68

Computer Type Manager ....................................................................................................... 68Organizational Unit Type Manager ........................................................................................ 68Product Type Manager........................................................................................................... 68

Moving a computer between Organizational Units .................................................................... 69Setting up a new Organizational Unit............ .................. ................. .................. .................. ...... 69Renaming a computer in the Control Center ............................................................................. 70Deleting objects............ ................... ................. ................. .................. .................. .................. ... 70

Deleting objects from the Repository ..................................................................................... 70Computer Name Format dialog.............................................................................................. 71The Recycle Bin ..................................................................................................................... 72

Merging duplicate records........ .................. .................. .................. ................. ................. .......... 73Manually adding a new record................................................................................................... 73

Software Management .................................................................................................................. 75Software Folder ................... ................. .................. ................. .................. .................. ............... 75

Primary and Secondary software by manufacturer................................................................ 75Primary and Secondary software by Product Type.... ................... ................. .................. ...... 75Primary and Secondary unidentified software....... .................. ................. .................. ............ 75

Primary and secondary software ............................................................................................... 76Software usage .......................................................................................................................... 76

Reporting and exporting software usage ............................................................................... 77Querying software usage ....................................................................................................... 77How to find spare copies of a product ................ ................. .................. .................. ............... 77

Product Types............................................................................................................................ 77 Allocating products to a new Product Type................. ................. .................. ................. ....... 77

Allocating multiple products to the same Product Type .................. .................. .................. ... 78Managing Product Types ....................................................................................................... 78Embedded product IDs and licenses ......................................................................................... 79Licensed software and license not required .............................................................................. 79

Compliance Icons................................................................................................................... 79Marking products as requiring licenses................. ................. .................. .................. ............ 80

Software Properties pages.......... .................. .................. .................. ................. ................. ....... 80Entering purchase details .......................................................................................................... 81

Ownership of licenses ............................................................................................................ 81Using Queries................................................................................................................................ 83

Queries........ .................. ................. .................. .................. ................. .................. ................. .... 83Quick queries ......................................................................................................................... 83Nested queries ....................................................................................................................... 83

Creating a query.............. .................. .................. ................. .................. .................. .................. 84Copying queries ..................................................................................................................... 84Running a query..................... ................. .................. ................. .................. .................. ............ 84Updating a query.... ................... ................. .................. ................. .................. .................. ......... 85

Which method to choose........................................................................................................ 85Using Alerts ................................................................................................................................... 87

Alerts ................. ................. .................. .................. .................. ................. .................. ............... 87 Alerts list ................. ................. .................. ................. ................... ................. .................. ...... 87

Alert Options dialog .................. .................. .................. ................. .................. .................. ......... 87 Alerts page ................... ................. .................. ................. .................. .................. .................. 87


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Email Alerts page ................................................................................................................... 88Reports .......................................................................................................................................... 89

Printing reports................. ................. .................. ................. .................. .................. .................. 89Exporting data............................................................................................................................ 89

Troubleshooting ............................................................................................................................. 91Error message meanings........................................................................................................... 91Executing scripts........................................................................................................................ 93

Reference ...................................................................................................................................... 95Trademarks, Copyright and Disclaimer ..................................................................................... 95

Index.............................................................................................................................................. 97


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About Numara Software Asset Manager

Welcome to Numara Software Asset ManagerNumara Software Asset Manager enables Administrators and Managers to take control of their IT infrastructure by identifying all SNMP enabled IT assets deployed across their organization.Regardless of whether your company has 100 PCs in a single office or 100,000 computersspread across multiple territories and platforms, if they have an IP address then NumaraSoftware Asset Manager can identify and locate them.

Numara Software Asset Managers unique LANProbe capability automatically detects network-attached devices such as servers, printers, routers and firewalls. Detailed information about thehardware, operating system, application software and data files can then be collected bydeploying Client Agents. Client Agents communicate with the Server Agent through an efficientand compressed protocol; this has a negligible impact on network performance.

LANProbe's unique ability to monitor the network enables Numara Software Asset Manager toalert Administrators to changes such as devices being added or removed from the network or adevice being moved from one location to another. Numara Software Asset Manager can evenidentify whether a particular PC hasnt returned an audit for a period of time.

The complete process is easily controlled by the Administrator through the Numara Software Asset Manager Control Center. The Control Center shows all Numara Software Asset Manager information in a Windows Explorer like environment.

The Control Center can issue and receive messages to and from the Client Agent via anencrypted communications process. The Client Agent performs an audit and the file created isreturned to the Server Agent, which analyzes and updates the Repository accordingly.

For more information see the sections Numara Software Asset Manager Control Center ,Deploying the Client Agent and How Numara Software Asset Manager works ,.

Numara Software Asset Manager Web EditionNumara Software Asset Manager Web Edition enables users to access inventory informationand analysis through a standard web browser, thus enabling informed decision making on areassuch as asset re-deployment, software license compliance and migration programs.

The Web Control Center is an easy-to-use web interface. The Administrator can configure whocan access the Web Control Center and the level of access they have, from completeanonymous access by any member of staff to control by country, department or other organizational unit.

The Web Control Center has its own help facility that provides examples of how to analyze your IT assets in a number of different ways including "what if" scenarios. The resulting reportsproduced can then be printed or exported, if required.

Note : In this document, unless Numara Software Asset Manager Web Edition is mentionedspecifically, any reference to Numara Software Asset Manager means both the NumaraSoftware Asset Manager and the Numara Software Asset Manager Web Edition products.


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Web reports

Numara Software Asset Manager Web Edition comes with a series of pre-configured webreports, with the ability to enter your own variables to provide an insightful view of your organizations data. These reports are available at either a top organizational level or bydepartment/Operating Unit and cover the following areas:

Asset Mgmt: Examines the hardware and operating systems of your PC assets. Analyses the impact of hardware or software upgrades.Hardware: Provides details about hardware.Software: Provides details about software.System: Allows you to search for individual PCs or devices using the asset informationcontained in the Numara Software Asset Manager Web Edition repository, or run

Administrator defined queries.

Many reports, such as the Manufacturers List, are available from a drop-down list, and dontrequire any additional input from you.

Other reports, such as the Advanced Hardware Deployment Tool, display a search form so youcan specify the details to be included. The fields in the form depend on the specific report, but ineach case you make selections and then click on the Search button. For example, if you are

interested in what types of CD-ROM are installed, you would simply select Physical disk fromthe Category drop-down list and then CD-ROM from the Sub-Category drop-down list.

After the report has been produced you can simply click on the relevant segment of data to drilldown to the underlying information for the summary of the products or manufacturer. Somereports contain a Find field that can be used to search for a specific entry or entries and filter theinformation displayed in the report. Data can also be re-ordered to suit your requirements by asimply click on a column heading. And all reports can be converted to Excel for further manipulation simply click on the MS Excel logo and the entire report is exported to Excel.

Numara Software Asset Manager.Dashboard

Numara Software Asset Manager.Dashboard is the front end of the Numara Software AssetManager Web Edition enabling a user to see at a glance four separate views of key information

in graphical form about the status of their IT assets. The four views can be selected from achoice of pre-configured reports to help Administrators and managers gain top-level and in-depth views of key organizational data. In addition, the user can determine the graphical style of the data displayed (e.g. Bar Chart, Pie Chart, Stacked Bar Chart, etc).

Once the preferred default report views are selected by a user, a cookie is used to ensuresubsequent use of Numara Software Asset Manager.Dashboard returns the same format of options on subsequent visits. Data can be displayed at the top organizational level, or on adepartmental/Operating Unit basis. Hovering over a segment on a graph will display thesegment title and the value of that segment. By simply clicking on a segment of a graph you areable to drill down to the actual manufacturer, hardware and software data to view all the detailedinformation for informed decision making. With a number of available chart views to choosefrom the data can be represented in a way that most suits your requirements.

The reports include information on areas such as audit deployment status, vendor compliance,operating systems deployed plus data to assist with BSA & SIIA compliance. Additionally,reports dealing with specific vendor compliance can be further analyzed on a manufacturer basis. The list of reports may be updated from time to time as additional feature packs arereleased for Numara Software Asset Manager.

Note : In this document, unless Numara Software Asset Manager.Dashboard is mentionedspecifically, any reference to Numara Software Asset Manager Web Edition includes NumaraSoftware Asset Manager.Dashboard.


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How Numara Software Asset Manager can help youNumara Software Asset Manager provides the following facilities:

Simple, flexible, rapid deployment across your network without disrupting users. Automatic Numara Software Asset Manager of network device location and configurationusing Numara Software Asset Manager LANProbe.

Automatic tracking of physical location. Asset tracking through the comprehensive auditing of networked computers, standalonecomputers, and servers, for hardware, software applications and location information.History by re-auditing. Auditing can be carried out according to a schedule and ondemand.Software usage. This can tell you whether to move an application from a computer onwhich it is installed but not used, to another computer (thereby saving the expense of anew license).

Ability to audit software that is available to a user through a Windows 2000 TerminalServer or Citrix Metaframe client session.

Ability to display the audit information in a number of ways:By Organizational Unit to reflect your company structure.By Active Directory structureBy physical location.By software product.

Flexible reports and queries of audit information.

Standalone PCsNumara Software Asset Manager includes the capability to audit standalone or non-networkedPCs and to import the audit data into the Repository.

DocumentationNumara Software Asset Manager comes with extensive on-line documentation, available fromthe Help menu in the Control Center. There is also context sensitive help available in dialogs.The Web Control Center has its own online help.

Getting startedBefore proceeding you should have read the Planning your installation chapter and installed theproduct.

You should now be in a position to begin the process of auditing the IT assets in your organization.

1. Run the Numara Software Asset Manager Control Center

From the Start menu on your computer, select Numara Software Asset Manager and thenControl Center.

See the next section Numara Software Asset Manager Control Center for more informationon using the Numara Software Asset Manager Control Center.


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2. Set up the Client Agent Options

Before deploying the Client Agent you can set up the control parameters that control theagent when it is installed onto a client computer. See Client Agent Options .

If you want to prompt the user to enter information, configure the user input dialog. SeeGathering custom information from users .

3. Deploy the Client Agents

There are several ways in which the Client Agent can be deployed onto the Clientmachines you wish to Audit. See Deploying the Client Agent .

4. Ensure the users have appropriate access rights

Make sure that users have the appropriate access rights to run the Client Agent setupprogram from the Client Files Folder if the agent is being deployed via the login script

method. See Deploying the Client Agent via login scripts .

5. Run the Web Control Center

If you have Numara Software Asset Manager Web Edition, the Web Control Center isavailable in Internet Explorer. Simply open the browser and type in the URL set up duringinstallation. If required, customize the user interface with your company logo and set upaccess rights using the separate online help to guide you. The URL can be published toanyone who needs to access the Web Control Center.

Remote ComputersNumara Software Asset Manager includes the capability to audit remote computers that areconnected via an external IP connection, such as a Remote Access Server or via an Internetconnection. See Auditing remote computers via an IP connection .

Standalone PCsNumara Software Asset Manager includes the capability to audit standalone or non-networkedPCs. See Auditing a standalone computer .

Remote ServersNumara Software Asset Manager includes the capability to audit remote servers or servers thatyou do not want to deploy the Client Agent on. See Auditing a remote server .

DocumentationNumara Software Asset Manager comes with extensive on-line documentation, available fromthe Help menu in the Control Center. The Web Control Center in Numara Software AssetManager Web Edition has its own additional online help.


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Numara Software Asset Manager Control CenterThe Control Center is the hub of Numara Software Asset Manager. It allows the administrator tocontrol the auditing and updating of all PCs on the network. It provides tools for managing theway in which the audit information is gathered and presented.

The Repository As computers are audited, a database of information is built up in the central Repository whichis located on the server where Numara Software Asset Manager is installed. You view theinformation in the Repository through the Control Center.

When you first start the Control Center, the Repository contains one Organizational Unit namedafter the company name you entered during installation. This is the "Company Root folder" andit is displayed in the Tree Control on the left. (See What happens during installation ). All newlydiscovered computers appear in this folder.

You can create other folders, called Organizational Units, into which you can put the informationyou gather. You can create a hierarchy of folders of Organizational Units to suit the organizationof your company. Then, when you collect details about individual computers, you move theminto the appropriate Organizational Unit.

The Contents Window on the right displays the contents of the folder selected in the TreeControl.

Multi-user use of the Control CenterMulti-user use of the Control Center is allowed. The default is four concurrent users(administrators) but this depends on the database you are using (see What happens during installation ). Any changes made to the Repository by one instance of the Control Center areinstantly reflected in other instances as soon as the user does a screen refresh. If more thanone user is working in the Control Center simultaneously, care needs to be taken so that their actions do not conflict.

Controlling the display in the Contents WindowThe Contents Window is the right hand pane in the Control Center. It displays the contents of theentry you select in the Tree Control, for example, the computers in an Organizational Unit or theschedules in the Schedules folder.

The information is displayed in columns and the number of columns and the column headingsdepend on the selected entry.

In addition, some columns can be turned on and off by clicking the icons in the Toolbar. You canalso sort (or re-order) the list as explained below.

Sorting the displayThe entries in the Contents window can be ordered in a number of ways.

To change the order

To change the order, click on the appropriate column heading in the Contents Window.

The new order depends on the column heading that you clicked on, for example: Alphabetically by Name


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Alphabetically by StatusBy Type : Within each type, entries are listed alphabeticallyBy Last Contact DateBy LocationBy Organizational UnitBy Usage

How Numara Software Asset Manager worksThe following diagram illustrates how the various components of Numara Software AssetManager communicate with each other.

Note : The following information applies equally to Numara Software Asset Manager andNumara Software Asset Manager Web Edition. If you have installed Numara Software AssetManager Web Edition, the Web Control Center communicates with the SQL server in order toaccess the Database Repository. This is not shown in the following diagram.

The changes in the Repository are reflected in the Control Center.

Also see the next section .

What "As soon as available" meansWhen you use the Control Center, commands that you issue are communicated to clientcomputers. The Client Agent regularly checks with the IP agent to see if there are any messagesfor its client ID.

Examples of messages for the Client Agent include:

Audit schedules (attaching, updating or deleting)On demand audit (audit now)Canceling an auditRequest to delete the Client Agent

The Client Agent runs in the background all the time that the client computer is switched on. Attimes you may issue a command for the Client Agent when the computer is not switched on, notlogged in to the network, or there is no available IP connection for the client.


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In this case, the command will be carried out " as soon as the computer is available ".

For example, if you attached a schedule to a computer that is not switched on or not logged into the network, the schedule is not saved on the client computer until the computer is switchedon and logged into the network.

Another possibility is that you issue a command to delete the Client Agent. Because schedulesare held locally on the client computer, it is possible that further audits will occur before theClient Agent is deleted if the client computer has been switched off or disconnected from thenetwork. A similar situation could occur if you tried to cancel an audit.


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Planning Your Installation

Supported platforms and system requirements

For up to date information about supported platforms and system requirements, see themanufacturer's web site.

Planning your installationThe purpose of this section is to describe the decisions that need to be made, and the tasks thatneed to be performed, before attempting to install Numara Software Asset Manager on a largeand complex network.

In summary, you need to:

Decide whether to use an existing Microsoft SQL 2000 (or later) installation or install thesupplied Microsoft SQL server.Choose the computer that will hold the Numara Software Asset Manager Repository andrun the Server Agent.Choose the computer or computers upon which the Numara Software Asset Manager Control Center is to be installed.Choose the method or methods by which the Client Agent will be deployed.Choose a location for the Client Files Folder.If necessary, create a network account for use by the Numara Software Asset Manager components.

Note: For optimal performance and to reduce the amount of competition for hardware resourcesby applications, we strongly recommend the use of a dedicated server for both NumaraSoftware Asset Manager and the Numara Software Asset Manager database.

Note : For Numara Software Asset Manager Web Edition, in addition to the points above, youneed to decide where to install the Web Control Center. This must be on a machine that hasIIS5 (or later) installed. It can be on the same or a different computer from the other NumaraSoftware Asset Manager components as discussed in the following topics.

Two example installations are included at the end of this section.

Numara Software Asset Manager overviewNumara Software Asset Manager is made up of the following distinct components. These are:

The Control Center The Server AgentThe Microsoft SQL Server The RepositoryThe IP Transfer AgentThe Client Agent


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(Numara Software Asset Manager Web Edition only ) Web Control Center

The Control Center provides the main user interface to Numara Software Asset Manager. Itallows the contents of the Repository to be viewed and audits to be requested and scheduled.The Control Center sends messages to the Client Agent, for example Request Audit. Morethan one Control Center can be installed and they can access the Repository simultaneously.

The Server Agent processes all messages sent by the Client Agent and updates theRepository via the SQL Server. It sends confirmation messages to the Client Agent whenmessages have been processed successfully.

The SQL Server is the means by which the Repository is accessed. Numara Software AssetManager is shipped with Microsoft SQL Server. Alternatively an existing installation of Microsoft

SQL 2000 or later can be used.The Repository is a database file conforming to the Repository Schema. All access to theRepository is via the SQL Server.

The IP Transfer Agent transfers messages to and from Client and Server Agents.

The Client Agent runs on all computers that you wish to audit and performs the hardware,software and location audits. It sends the results to the Server Agent via Audit Messages. TheClient Agent stores the results of the last audit and only sends changes or Deltas to the Server

Agent. The Client Agent also includes the Numara Software Asset Manager LANProbe. Thisdetects other hardware on the same network segment; for example, other computers, networkrouting devices and standalone network printers. This data can be used in the Control Center totrack the physical location of hardware.

The Web Control Center provides the user interface for interrogating the Repository in order toanalyze your assets and produce reports. It communicates with the SQL server in order toaccess the Repository. The Web Control Center does not change any information; it onlyretrieves and interprets data.


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Method of communicationMessages are transferred between the Client Agent and the Server Agent/Control Center via IPusing the IP Transfer Agent

With IP based message transfer, a server (or workstation) is designated as the point of contact

and the IP Transfer Agent is installed on it.

The IP Transfer Agent listens for IP connections from Client Agents. When a Client Agent isready to send or receive messages, it makes an IP connection to the IP Transfer Agent and themessages are transferred.

Incoming messages from a Client Agent are placed in the Message Folder where the Server Agent can access them. Outgoing messages from the Control Center or Server Agent areplaced in the Message Folder. When the Client Agent next makes a connection, the messagesare transferred.

Advantages:Secure (see below)

Remote dial in users are supportedInternet based auditing is supportedNo need for all network users to access a single server, therefore no access or licenseissues.

During installation you will be prompted to enter the address of the computer upon which youare installing.

The Internal IP Address can be: An IP address, e.g. 195.11.0.10 A computer name that can be resolved to an IP address.

If you also wish to audit remote computers connected via the Internet (e.g. through an ISP),

after installation is complete but before you deploy the Client Agent, you should go into theControl Center, select System Settings from the Settings option in the Tool menu and openthe IP Settings Page . Then enter an external IP address for the Numara Software AssetManager Server. This external address may be different to its internal address if addresstranslation takes place at the point of connection of your internal network to the Internet. The IP Settings Page is in the system Settings dialog - see the next chapter.

Ideally, the computer running the IP Transfer Agent should be always switched on.

Secure communications

The secure communications feature (HTTPXferwan) in Numara Software Asset Manager requires that Microsoft Internet information services (IIS) is installed before starting theInstallation. If it is not running, the standard communications, as used in previous versions, willbe installed. (The standard data transfer components are always installed alongside the securedata transfer mechanism components.) The IIS default web site does not have to be running atthe time of installation, but it must be configured to use port 80. The secure communicationsfeature can be installed at a later date if required.

If secure communications are installed you must back up the following files:ClientFiles\kc-pub.pemControl\kc-priv.pem


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These files contain a public/private key pair that is randomly generated during installation.Failure to backup these files will result in the loss of client server communications if the server components are re-installed.

InstallationThe secure data transfer mechanism relies upon the additional directory and file securityprovided by NTFS to secure the files used by the transfer mechanism. However if NTFS is notavailable, the Secure transfer mechanism is still installed.

It is strongly recommended that the IIS on the installation server SHOULD NOT BE SHAREDwith other applications. For larger installations, the Web Control Center should also be installedseparately.

If IIS is not pre-installed, then only the standard non-secure data transfer components will beinstalled. secure data transfer mechanism requires a random number to be generated at installtime by moving the mouse around for a few seconds. If this setup dialog is not displayed, thensecure data transfer mechanism has not been installed.

Adjusting Concurrent Server ConnectionsChanging the Concurrent Server Connection setting on a Windows 2000 Server (IIS 5.0) isdescribed in the following Microsoft URL:http://www.microsoft.com/windows2000/en/server/iis/htm/core/iilimcn.htmThe actions are similar for Windows NT 4 Server and Windows 2003 Server.

IIS on Windows XP does not have a 'connections' setting, because XP is a workstation-onlyoperating system. However the underlying setting can be increased to 40 or so by running theIIS MetaEdit utility.

Secure Data Transfer Mechanism Encryption AlgorithmIn the standard data transfer method the data transferred between the Numara Software AssetManager client and server is compressed but not encrypted.The Secure Data Transfer encrypts data using the Blowfish algorithm with a 128bit randomsession key. The session key is securely transferred using a 1024bit RSA public/private key

pair. A different session key is generated for each message transfer. All message transfers areinstigated by the client.

Data is still compressed before it is encrypted, so there will not be any significant bandwidthoverhead in using the secure data transfer mechanism.

The communication uses an IIS add-on and uses HTTP tunnelling on port 80. Numara Software Asset Manager does not use SSL (HTTPS). There is no encryption used at the deploymentstage, this is only activated after the Client Agent is installed.

Microsoft SQL Server

If you already have an installation of Microsoft SQL 2000 or later, you can use this to access theNumara Software Asset Manager Repository. During installation enter the network name of thecomputer that has MS SQL 2000 installed. If it is the same computer as you are installing on,select (local). If you select (local) and MS SQL is not present, the Microsoft SQL server suppliedwith Numara Software Asset Manager will be installed.

The installation process will create an empty Numara Software Asset Manager Repository.

The Numara Software Asset Manager Repository must reside on the same computer as theSQL Server.


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Note : For optimal performance and to reduce the amount of competition for hardware resourcesby applications, we strongly recommend the use of a dedicated server for both NumaraSoftware Asset Manager and the Numara Software Asset Manager database.

Where to put the componentsThis section describes the alternatives you have when installing Numara Software Asset Manager and Numara Software Asset Manager Web Edition. This depends on the type of network your organization uses.

Note : When installing Numara Software Asset Manager Web Edition, the Web Control Center can be installed on its own or at the same time as the other components and this depends onwhere it is being installed. This does not affect the decisions that you need to make for the other components, as detailed in this topic. The choices for the Web Control Center are describedafterwards: see Where to put the Web Control Center below .

Windows 2000/XP/2003 network

The simplest practical installation of Numara Software Asset Manager on a Windows2000/XP/2003 network is as follows:

Install the Server Agent, SQL Server, Repository and IP Transfer Agent (if applicable) ona single Windows 2000/XP/2003 server.Install the Client Files Folder onto the same server and set up the necessary accesspermissions.Install the Control Center on the workstations of the users who will need to administer theNumara Software Asset Manager Repository.

See Where components can be installed below.

Novell Netware/Intranetware networkThe simplest practical installation on a Netware/Intranetware network is as follows:

Install the Server Agent, SQL Server, Repository and IP Transfer Agent on a Windows2000/XP/2003 workstation or server.Install the Client Files Folder onto a Novell Server visible to all network users and set upthe necessary access permissions.Install the Control Center on the workstations of the users who will need to administer theNumara Software Asset Manager Repository.

Ideally, the computer running the Server Agent and/or the IP Transfer Agent should be runningcontinually. However, the Numara Software Asset Manager architecture is sufficiently robustthat this need not be the case.

See Where components can be installed below.

Where to put the Web Control CenterThe Web Control Center must be:

on a server that has IIS installedinstalled locally, that is you cannot install the Web Control Center on to a machineremotely, you must load the Numara Software Asset Manager CD-ROM into the machineon which you want to install the Web Control Center.


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The SQL server can be on the same machine as the Web Server. This can be either an existingSQL server installation or the SQL server provided with Numara Software Asset Manager.

Alternatively, the SQL server can be on a remote machine. If you are using an existing SQLserver, then you simply need to tell the installation program where to find it. If you need to installthe SQL server on a different machine to the Web Control Center, you will need to install thetwo components separately . First install the SQL server along with the communication agents,then return to the machine on which you will install the Web Control Center with the NumaraSoftware Asset Manager CD-ROM and install only the Web Control Center.

If the Web Control Center is installed separately, then you will be prompted for:The Destination folder.The name of the directory on the web server through which the Web Control Center canbe accessed. You will need to publish this URL to all users who will have access to theWeb Control Center. They then simply open their web browser and type in the URL toopen the Web Control Center.The location of the SQL server.

Where components can be installedIn a Windows 2000/XP/2003 based network environment, Numara Software Asset Manager canbe installed on to one machine, or alternatively, you may want to install some components ondifferent machines.

In a NetWare or IntranetWare environment, more than one machine is required because theControl Center, Microsoft SQL server and Server Agent must be run on Windows machines.

The diagram below shows an installation whereby you could use four computers to completethe Numara Software Asset Manager installation, or optionally all the components could beinstalled on a single Windows 2000, XP or 2003 computer.


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Client Files FolderThe Client Files Folder contains the Client Agent files ready for deployment.

If you plan to deploy the Client Agent via users login scripts, the Client Files Folder must belocated on a server that is visible to all relevant users and all users must have Read, Filescanand Execute permissions. The Write permission is not required.

If you plan to use another deployment method, the Client Files Folder only needs to be visible toyou.

The Client Files Folder can be created during installation, but you must be sure you have thecorrect access permissions for the folder on the network where you want to put it.

Method of Client Agent deployment

There are several methods by which the Client Agent can be deployed on to computers you wantto audit:

Via users login scriptsVia a direct network connection to a Windows NT/2000/XP/2003 computer Via an Email attachmentVia a floppy diskTo one or more computers from the Control Center

You are free to use any combination of these deployment methods.


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Note : For information about deploying to UNIX clients, see Deploying the Client Agent .

Users login scriptsThe Client Agent setup program, CSETUP.EXE, needs to be added to the login scripts of theusers of the computers that you want to audit. CSETUP.EXE resides in the Client Files Folder along with the rest of the Client Agent files.

Advantages:New computers added to the network are registered as soon as a user logs in.CSETUP.EXE command line parameters can be used to generate more complex andmeaningful computer names.

Disadvantages:The Client Files Folder must be visible to all network users.Your network may not use login scripts.Remote dial-in users are not supported.

A user must sit at the computer to login (inconvenient for some servers).

Direct Network Connection to a Windows NT/2000/XP/2003 ComputerFrom the Tools menu, select Deploy Client Agent , then Deploy as WindowsNT/2000/XP/2003 Service . Then from the Deploy Client Agent wizard, select one or moreNT/2000/XP computers visible on the network and push the Client Agent onto them.

Advantages:No user intervention is required on the target computer; therefore, this method is idealfor isolated servers.The Client Files Folder doesnt need to be shared.The Client Agent will run with full Administrator permissions on the target computersand therefore be able to audit hardware, software and location that may not otherwisebe visible to it.

You can remove the Client Agent from the NT/2000/XP/2003 computers that it wasdeployed to with this method using a command from the Control Center.

Disadvantages:Only Windows NT/2000/XP/2003 computers are supported.You may need to perform the 'push' several times if the some computers are notswitched on at the time of deployment.New computers added to the network are not detected automatically.You must know the Administrator Password for the domain containing the targetcomputers, or be logged on as the domain administrator on the domain containing thetarget computers.

Email attachmentFrom the Tools menu, select Deploy Client Agent , then Create Email Package to create anEmail Package File. This is a self-extracting copy of the Client Files Folder. You must then emailit to all the users whose computers are to be audited.

Advantages:Remote dial-in users are supported.The Client Files Folder does not need to be shared.

Disadvantages:


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The user must be relied on to execute the Email Package file.

Floppy disk/USB memory stickFrom the Tools menu , select Deploy Client Agent , then Generate Standalone Diskette tocreate a standalone diskette/USB memory stick that contains all the necessary Client Agentfiles. You then take the disk/memory stick to the computer you want to audit and run

AUDIT.EXE from it. After the audit has completed you take a disk/memory stick back to theworkstation running the Control Center and import the data into the Repository.

Advantages:The target computer does not need to be on the network.

Disadvantages:You must carry the disk to and from the target computer.

To one or more computers at a time from the Control CenterYou can deploy a Client Agent to unregistered PCs, notebooks, or servers by right clicking on

one or more entries in the Control Center and selecting Deploy Client Software .

ExamplesThis section provides two examples of installing Numara Software Asset Manager.

Example 1

Windows NT based Network with four Windows 2003 servers. There are a mixture of Windows95/98/NT/2000/XP/2003 client workstations and also several Windows 2000 remote dial-inlaptops.

There are four 2003 domains, 1 per server: Administration, Engineering, Marketing and Sales.


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The Network Administrator is given the task of installing Numara Software Asset Manager. Hefollows the directions laid out in this guide:

The network uses the IP protocol. The 4 separate servers, each have only one quarter of thetotal licensed connections required. There are also remote computers that will connect via theinternet.

Decide whether to use an existing Microsoft SQL installation or install the versionsupplied with Numara Software Asset Manager.

Note that the Repository must go on the same computer as the SQL Server.

Choose the computer that will hold the Numara Software Asset Manager Repository andrun the Server Agent.

He chooses Admin1, because it is in his office. He must go to Admin1 to perform theinstallation.

Choose the computer or computers upon which the Control Center is to be installed.

He will install the Control Center on his workstation, and also on the Finance Directorsworkstation. Again, he must go to the computers in question to perform the installation.

Choose the method or methods by which the Client Agent will be deployed.

The network does not currently use login scripts, and there is no single server that allusers can login to. Therefore, he cannot use login script deployment. He chooses to usea combination of direct network connection and email.

Choose a location for the Client Files Folder.

For convenience, he chooses to put these onto Admin1.

If necessary, create a network account for use by the Numara Software Asset Manager Components.

The Client Agent will communicate via IP. The Server Agent and IP Transfer Agent willrun on Admin1 even when no user is logged in on the servers console. However,because the Message Folder is on the same server, no network account is required toaccess it.

Example 2

Novell Directory Services (NDS) based network with four Netware 4 servers. There are amixture of client workstations running Windows 95, NT, 2000 and XP.

The Netware 4 servers are: Admin1.Admin.ACME, Sales1.Sales.ACME, Mkt1.Marketing.ACMEand Eng1.Engineering.ACME.


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The Network Administrator is given the task of installing Numara Software Asset Manager. Hefollows the directions laid out in this guide:

Decide whether to use an existing Microsoft SQL installation or install the versionsupplied with Numara Software Asset Manager.

Choose the computer that will hold the Numara Software Asset Manager Repository and

run the Server Agent. All servers are running Netware and therefore cannot be used. He chooses to install theMicrosoft SQL Server, the Numara Software Asset Manager Repository and the Server

Agent on his workstation (a computer running Windows 2000).

Choose the computer or computers upon which the Control Center is to be installed.

He decides to install the Control Center on his workstation and also on the FinanceDirectors workstation.

Choose the method or methods by which the Client Agent will be deployed.

All the users on the network login via one of four login scripts, one per NDS sub-tree(Admin, Sales, Marketing and Engineering). He chooses to distribute the Client Agent viathe login scripts.

Choose a location for the Client Files Folder.

He chooses to put the Client Files Folder on the Admin1 server. He must assign full readpermissions to the Client Files Folder for all users.


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Installing & Configuring

What happens during installationYou install Numara Software Asset Manager via the Setup wizard. The wizard is designed for fastflexible installation and guides you through the many options you may have. This topic describesthose options.

If you have not already done so, we suggest that you read the section Planning your installation .Then read all this section and look at the diagram in the section Where components can be installed .

To install Numara Software Asset Manager, run the Setup wizard on the Windows administrator console.

Components to install

By default all the Numara Software Asset Manager components will be installed. Unselect therelevant check boxes if you do not want to install particular components.

The following components can be selected:Control Center Database files and Communication Agents(Numara Software Asset Manager Web Edition only ) Web Control Center

Control CenterThe Control Center can be installed separately and multiple copies of the Control Center can beused to administer the same Repository.

If the Control Center is installed separately, then you will be prompted for the location of theSQL server that is to be used.

Note : The Control Center must be installed on one of the following environments: Windows2000, XP or 2003.

Database files and communication agentsIf you choose to install the database files and communication agents, this will install all the filesrequired for the SQL server, the repository, the client and server agents and will configure theoptions required for the Server and Client agents to communicate.

To complete the installation, do the following:

Enter your name, company and serial numberThe company name is used to rename the default Organizational Unit (Company Root) and thedefault physical location.

Numara Software Asset Manager filesSelect the folder to install the Server Agent and IP Transfer Agent files into as well as theControl Center files if this option has been selected.


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Note : This is also the machine on which the Server and IP Transfer agents will run whenthe machine has been restarted. Therefore this machine should be left running for theClient Agents to communicate using the IP based method.

Select the default SQL server and RepositoryChoose either the SQL server supplied with Numara Software Asset Manager, or anexisting installation of Microsoft SQL 2000. Numara Software Asset Manager will not run onan earlier version of SQL server.

If Microsoft SQL 2000 or MSDE 2000 is NOT installed on the computer you will be asked if you wish to install Microsoft SQL Server (Runtime). Doing so will install \ProgramFiles\Microsoft SQL Server\MSSQL$Discovery.

If there is an existing installation of Microsoft SQL 2000 or later it will prompt for thefollowing:

The server to be used.The system administrator password for the SQL server if it is not blank.

Select the Client Files FolderThis is the folder where client files will be stored for deployment onto all the clientcomputers you wish to audit.

The folder that you select must be accessible to all client machines where you select todeploy the client agent via Login Scripts. See Deploying the Client Agent .

e.g. \\share\client files folder

Read and Filescan rights are required for this folder. For more information on access rightssee Deploying the Client Agents Via Login Scripts .

Select the IP address for communication

Enter internal IP address

You will be required to enter the Computer name or select a Static IP address for thecomputer that you are installing the IP Transfer agent onto.o IP address : for example 192.111.0.10. This method is only valid if you are using

static IP addresses. The valid IP addresses for this computer are displayed in adrop-down list.

o A Computer name : the name of the computer, which can be resolved to an IPaddress.

o A URL : for example, www.NumaraSoftwareAssetManager.com.

Note : If you are using DHCP or other means of dynamic IP address allocation then youMUST enter the Computer name. Dynamic IP address allocation is not recommended for the computer running the Control Center.

Web Control CenterThe Web Control Center can be installed separately and must be installed on a Windows 2000,XP or 2003 computer that has MS Web Server (IIS5 or IIS6) installed. This server can be anIntranet or an Internet server.


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If the Web Control Center is installed separately, then you will be prompted for:The Destination folder.The Web directory at which users will find the Web Control Center. You will need topublish this URL to all users who will have access to the Web Control Center. They thensimply open their web browser (Internet Explorer version 5 or above) and type in the URLto open the Web Control Center.

The location of the SQL server.

Deploying the Client Agent

Deploying the Client AgentThe Client Agent is the Numara Software Asset Manager software component that performs theauditing on a computer. Before an audit can be carried out on a computer, the appropriate clientmust be installed on that computer. After installation, the client remains resident on the computer performing future audits as and when requested.

Deployment methods for the Client Agent

Numara Software Asset Manager provides a number of ways to rapidly deploy the Client Agentto the computers and servers throughout your organization as listed below and they can beused in any combination throughout your organization. Use the one(s) that suit your organization's requirements. The process of installing the Client Agent and auditing computerscan be completely controlled by the Administrator and be totally transparent to the user.

Alternatively, the Administrator can involve the user, as appropriate (see Client Agent Options )and can prompt the user to enter information when the Client Agent is installed (see Gathering Custom Information from Users ).

Note : You should set the Client Agent options before deploying the Client Agent.

The diagram below shows the different ways in which the Client Agent can be deployed.

Via a login scriptLogin scripts can be used to deploy the Client Agent throughout a WindowsNT/2000/XP/2003 or a NetWare/IntranetWare network. Every computer that runs the login


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script will have the Client Agent deployed when the computer is logged in to the network.(The information added by Numara Software Asset Manager is only a small fraction of atypical login script; therefore, you should not experience any degradation of networkperformance.) See Deploying the Client Agent via Login Scripts .

As a Windows NT/2000/XP/2003 service : This option is available for deploying the Client Agent to client machines or servers that arerunning Windows NT, 2000, XP or 2003 in a Windows NT/2000/XP/2003 networkenvironment.

In the Control Center, you select one or more computers. The Client Agent is deployed onthese computers straight away if they are logged on to the network; otherwise deploymentwill have to be retried at a later time.

If the target computers are on a different domain to the one that you are currently logged onto, you can specify a different domain before starting the deployment.

Via emailUse this option for remote PCs that use a dial-in connection. See Deploying the Client Agent via an email package .

From a standalone disketteUse this option for standalone PCs that have no connection to the network and who do notdial in. See Auditing a standalone computer .

To one computer at a time from the Control CenterYou can deploy a Client Agent to an unregistered PC, notebook, or server by right clicking onthe entry in the Control Center and selecting Deploy Client Software .

For this method to work the IP address must be known as well as the MAC address. Devicesthat show only the MAC address (that is, those discovered through a switch), have the DeployClient Software option grayed out.

Notes :You can also audit Remote Servers (that is, servers that you do not want to deploy theClient Agent to). See Auditing a remote server .If necessary, you can remove the Client Agent from a networked computer: SeeRemoving the Client Agent from a computer .For more information, see How Numara Software Asset Manager works .

Automatic updating of the Client Agents

Clients that make use of the Secure Data Transfer Mechanism can now automaticallyupdate themselves when new client executables and configuration files become available.

Auto-Update is started and tracked in the Control Center.

Auto-Update cannot be staggered across separate organizational units or other groups of computers. If you need to do this, use a conventional deployment method to update theclients, as explained in the following sections.

To update the Client AgentFrom the Tools menu, select Update Secure Clients .

All clients with the 'Secure' status are given an 'Update Pending' status. As clientssuccessfully complete the required update, the 'Update Pending' status is reset.


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Deploying the Client to UNIX and OS X PlatformsThe files required to install the Client are in the Client Files folder. There is one file for eachplatform supported

The files required to install the MPClient are in the Client Files folder. There is one file for eachplatform supported.

mpclient_hpux_parisc.tar.gz contains the MPClient files for HP-UX / PA-RISCcomputersmpclient_redhat_i386.tar.gz contains the MPClient files for Red Hat Linux / Intelcomputersmpclient_suse_i386.tar.gz contains the MPClient files for SuSE Linux / Intel computersmpclient_solaris_sparc.tar.gz contains the MPClient files for Sun Solaris / SPARCcomputersmpclient_osx_powerpc.tar.gz contains the MPClient files for Mac OS X computersmpclient_aix_powerpc.tar.gz - contains the MPClient files for AIX/PowerPC computers

The UNIX and OS X Clients can be installed in several ways.

Method 1:1. Make the Client Files folder available as an NFS share. This can be done using thirdparty Windows software, or by copying the Client Files folder onto an NFS Server.2. Mount the Numara Software Asset Manager Client Files folder as an NFS sharefrom the target computer. For example:

- mount disco_server:/clientfiles /mnt3. Execute the deploy_mpclient.sh script that is located in the Client Files folder. Youwill need to make sure the script file has the execute attribute and specify the platformyou are deploying to. For example:

- cd /mnt- chmod +x deploy_mpclient.sh- ./deploy_mpclient.sh hpux_parisc

There is also a remove_mpclient.sh script in the Client Files folder.

Method 2:1. Copy the relevant .tar.gz file along with the xferwan.ini, client.xml and kc_pub.pemfiles to a folder on the target computer.2. Unpack the .tar.gz file using the gunzip and tar utilities. For example

- gunzip mpclient_hpux_parisc.tar.gz- tar -xf mpclient_hpux_parisc.tar

3. In the newly created directory: mpclient_hpux_parisc:- Copy xferwan.ini, client.xml and kc_pub.pem files to mpclient_hpux_parisc- Change into mpclient_hpux_parisc

4. Execute the deploy.sh script that was contained in the .tar.gz file. You will need tomake sure the script file has the execute attribute. For example:

- chmod +x deploy.sh

-./deploy.shThere is also a remove.sh script that will remove the Client, if required.

Method 3 (for OS X clients only):1. Copy mpclient_osx_powerpc.pkg.tar.gz, xferwan.ini, client.xml and kc_pub.pem filesto a folder on the target computer.2. Using the OS X user interface double click on the mpclient_osx_powerpc.pkg.tar.gzfile to unpack it.


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3. Double click on the unpacked Numara Software Asset Manager package to installthe Client Agent.

Deploying via a direct network connection to Windows NT/2000/XP/2003computersYou can select one or more computers running Windows NT/2000/XP/2003 to deploy the Client

Agent software on. The Client Agent will then be deployed as a Windows NT/2000/XP/2003service on these computers bypassing the need to update login scripts and for users to log inbefore the Client Agent is deployed. (This method of deploying the Client Agent is particularlyuseful for servers that are never logged off.)

By deploying the Client Agent via this method, the Client Agent is then able to perform acomplete software, hardware and location audit of the computer because it has full administrator rights, enabling full access which cannot be guaranteed if the login script method of deploymentis used.

You can also remove the Client Agent from the computers on which it was deployed using thismethod, as explained below.


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To deploy the Client Agent as a service

From the Tools menu, select Deploy Client Agent, Deploy As Windows NT/2000/XP/2003Service and then the method you want to use.There are several methods to choose from:

1. Browse a domain

This method will display all the computers in a selected domain. The computers to be deployedto should be checked, unchecked ones are not deployed to. Hidden computers are not visible inthe list but can be added to it by clicking the 'Hidden...' button and then entering the names of the hidden computers.

2. Import a list fileThis method allows one or more text files to be imported into the list of computers to bedeployed to. All computers in the list will be deployed to. The list can be edited manually to addor remove computer names. The files that are imported should be ASCII text files, with onecomputer name per line.

3. Specify an IP address rangeThis method allows one or more IP address ranges to be entered into the list. The address

range is made up of a start and end address or calculated via a subnet mask. If a range isentered incorrectly it can be removed by selecting it and then clicking the 'Remove' button.Every address in the range will have the client agent deployed to it.

4. Enter computer namesThis method presents an empty list where computers should be entered one per line.

5. Using Active DirectoryThis method allows you to select computers to deploy to through your Active Directory structure.

Additional optionsOnce a method has been selected you can choose additional options from within thedeployment dialog.

The 'Update computers already running the client agent' optionIf this option is unchecked then only computers not running the client agent will have the agentdeployed to them. This option should be checked to update existing client agents.

The 'Advanced' buttonClicking the 'Advanced' button displays the Advanced dialog.

If your computer is in a different domain to the target computer(s), you can specify a differentusername and password to use when connecting to them. Do this using the 'Advanced' button.

Also, this dialog allows you to specify a different share name if you want to deploy to a shareother than the default - C$.

Note : If the Client Agent does not get deployed to all the selected client computers, re-run thisprocedure again at a later date.

To remove the Client Agent

To remove the Client Agent from computers on which it was deployed using this method, seeRemoving a Client Agent from a Computer . However, if the deployment seemed to complete butthe computer has not registered, use a method from the Remove Windows NT/2000/XP/2003


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Computers menu in the Remove Client Agent option in the Tools menu. Then re-deploy theClient Agent.

Deploying the Client Agent via login scripts

The requirements for deploying the Client Agent via a login script on a Windows

NT/2000/XP/2003 or Novell network are described below.Windows NT/2000/XP/2003 based network

You can deploy the Client Agent software in a Windows NT/2000/XP/2003 environment bymodifying the login script of all computers that you want to deploy the Client Agent to.

The permissions for the Client Files directory chosen during installation must be enabled so thatall users have the following access permissions:

All users : READ permissionsAdministrator : Full control permissions

Modify the login script for all users to enable the Client setup file, CSETUP.EXE, to be run on allcomputers. This will install the Client Agent and its support files on the client computer the first

time the user logs in. On subsequent logins, the Client Agent setup checks whether the Client Agent is already deployed on the computer, and if it is, then no action is taken.

Add one of the following commands to the login script file

Example 1: Using a UNC path

\\Fileserver\Centen\CSETUP.EXE

Example 2: Using a Mapped Drive

This example is provided for computer networks that do not support UNC paths.

The first line assigns the drive K: to the shared directory called ClientFiles on the server called Fileserver. Note the space after the K:. The second line executes the Client Setupprogram.

NET USE K: \\Fileserver\CentenK:\CSETUP.EXE

Novell NetWare or IntranetWare networks

On a Novell network, if you choose to deploy the Numara Software Asset Manager Client Agentvia login scripts, it may be deployed from the system Login script, one of the container Loginscripts, or an individual user's Login script. It is recommended that a container or system scriptis used to ensure that all computers have the Client Agent. Use NWADMIN to update the loginscripts.

The permissions for the Client Files directory chosen during installation must be enabled so thatall users have the following access permissions: READ, FILE SCAN and EXECUTE.

To deploy the Client Agent via a login script, the Client Agent Setup (CSETUP.EXE) programmust be included in the login script(s) used for all the computers that you want to deploy theClient Agent to. The Setup program should be executed from a mapped drive or UNC path.

Example 1: Using a mapped driveMAP ROOT K:=SERVER_SYS:\TOOLS\CENTEN


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K:\CSETUP.EXE

Example 2: Using a UNC path\\SERVER\SYS\TOOLS\CENTEN\CSETUP.EXE

Deploying the Client Agent via an email package

For computers that are not normally connected to the network, you can deploy the Client Agentby email. After the Client Agent has been installed on the remote computer, the computer canthen be audited remotely via an IP connection, which could be a remote connection via theInternet or via a remote access dial in connection to your internal network.

This deployment method should be used in conjunction with the IP based method of communication between the server and Client Agents. See What happens during installation .

To email the Client Agent

1. From the Tools menu, select Deploy Client Agent and then Create EmailPackage .

The Create Email Package wizard is displayed.2. Complete the wizard following the instructions displayed. A self-extracting executable is created that contains all the files necessary to deployand run the Client Agent.

3. The email product on your computer is automatically started and an email createdwith the email package as the attachment. Email the file to one or more users, asnecessary.

A message is created. The text of the message advises the recipient to run theattachment. See Auditing remote computers via a IP connection .

4. When the recipient receives the email they MUST run the executable attachment toinstall and run the Client Agent. After the agent has been installed on thesecomputers, it will continue to run in the background whenever the computer isswitched on. See Auditing remote computers via a IP connection .

The Client Agent will communicate with the IP Transfer agent whenever there is a visible IPconnection to the server on which the IP Transfer agent has been installed.

Deploying the Client Agent from a standalone diskette or USB memorystickComputers that have no connection to the network and which do not dial in can still be audited bydeploying the Client Agent on a standalone diskette or USB memory stick. The diskette or memory stick can then be given or mailed to anyone in your organization who needs to carry outthe task.

When the audits are performed, the results are stored on a diskette/memory stick. (See Auditing a standalone computer .) These results can be imported into the Repository so that the data isavailable in the usual way from the Control Center. See Importing data from a standalone diskette .

To create a diskette for auditing standalone computers

1. Put a formatted empty diskette in a floppy disk drive on your computer.2. From the Tools menu, select Deploy Client Agent and then Create Standalone

Diskette .


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Follow the steps in the wizard.

The diskette is now ready for use.

Client Agent Dialog

Client Agent OptionsYou should set the Client Agent Options before deploying the Client Agent . See Deploying the Client Agent .

The Client Agent Options dialog is opened from the Tools menu. It has one page.

Audit Options pageThis page is used to control:

whether users can see the audit progress dialog during an audit and what text isdisplayed in the audit progress dialog.whether users can cancel the audit.

whether an initial audit is performed when the Client Agent is installed and theparameters for the audit.whether to record software usage.

Note : For UNIX clients, the only options that are relevant are the perform software auditautomatically check box and whether to record software usage.

To set up the audit options

1. From the Tools menu, select Set Client Agent Options .The Client Agent Options dialog is displayed.

2. Select the Audit Options tab.

The Audit Options page is displayed.3. If you want the user to see the progress of an audit, select the Display Audit Progresscheck box.

4. If you want to allow the user to cancel an audit that is in progress, select the Allow User to Cancel Audit check box. (If a user does cancel an audit, this can be reported. See the

Alerts chapter.)5. In the Progress Text field, type in the text that is to be displayed in the Audit Progress

dialog while an audit is being performed, or use the default text supplied.6. Select whether an audit is performed when a client is registered and the options you

require for the initial audit. (If you do not select any of the three check boxes, the initialaudit is skipped.)

You can perform a software audit.You can prompt the user to enter information by displaying the CustomizableUser Input dialog. You can configure this dialog to gather the information youwant. See Gathering Custom Information from Users .

7. Click OK .

From now on, the options that you selected will be used for all computers that are registeredsubsequently.


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Gathering custom information from usersOn Windows computers you can prompt users to enter information by displaying a dialog. Thecontent of the dialog is up to you, so that you can gather the information relevant to your company and the way in which you m

Documents

Asset Manager Guia Usuario