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Managing Software Entitlements in Software Asset Management Solutions from CA
Michel Avenel
IT Service Management
CA Technologies
Sr. Principal Product Manager
DO5X99E
#CAWorld
#ITSM
2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
CA does not provide legal advice. Neither this document nor any CA software product referenced herein shall serve as a substitute for your
compliance with any laws (including but not limited to any act, statute, regulation, rule, directive, policy, standard, guideline, measure,
requirement, administrative order, executive order, etc. (collectively, “Laws”)) referenced in this document. You should consult with
competent legal counsel regarding any Laws referenced herein.
For Informational Purposes Only
Terms of this Presentation
3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Abstract
This session will focus on the process of registering software entitlements in Software Asset Management solutions from CA.
Michel Avenel
CA Technologies
Sr. Principal Product Manager
4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Agenda
FUNDAMENTALS OF SOFTWARE LICENSE MANAGEMENT
EFFECTIVE LICENSE AND LICENSE POOLS
CREATING & IMPORTING LICENSES
LICENSE INVENTORY MANAGEMENT
1
2
3
4
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Fundamentals of Software License ManagementKey Terminology
TERMINOLOGY DESCRIPTION
Software License Agreement A legal instrument governing the use or redistribution of software.
EntitlementThe portion of a software license agreement describing product-use rights and limitations. Entitlement elements help determine license compliance when matched against actual states of installation and usage.
Product Use RightsThe terms and conditions in a license agreement (or related documents) specifying how users can operate a product, and under what limitations, without breach of intellectual property rights or copyright law.
License Metric A description for measuring the product-use rights of a specified entitlement.
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Fundamentals of Software License ManagementKey Terminology
TERMINOLOGY DESCRIPTION
Effective Demand The aggregate number of entitlements used for a given software product.
Effective License The aggregate number of entitlements available (owned) for a given software product
Product Use Rights
A repository of software asset, hardware asset and configuration information deployed within an infrastructure, including their attributes.Combined discovery and data scrubbing processes undertaken to build a list of software and/or hardware asset and/or configuration item deployments within an infrastructure.
License Metric A description for measuring the product-use rights of a specified entitlement.
7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Fundamentals of Software License ManagementKey Terminology
TERMINOLOGY DESCRIPTION
License
The scope and limitations of the powers of the Licensee (buyer) to exploit the software. The right to use depends on the contents of the Contract agreed to by the parties.
The right of the Licensee to make the necessary actions to use the program in accordance with the software’s intended use, without requiring the approval of the manufacturer. (In the United States, Section 117 of the Copyright Act gives the owner of a particular copy of software the explicit right to use the software with a computer, even if use of the software with a computer requires the making of incidental copies or adaptations (acts which could otherwise potentially constitute copyright infringement). Hence, if the end-user of software is the owner of the respective copy, then the end-user may legally use the software without a License from the software publisher).
A limitation of the contractual use is not permitted by the licensor.
With the purchase of software, a License (usage right) is also purchased.
The software itself remains the possession of the manufacturer at all times.
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Part 1: Introduction and Manually Recording Licenses
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The “A” Model for Software License Management
Commercial Data
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CA Software Asset Manager
Licenses > Effective Licenses > Grouped
The grouped view displays the entire license portfolio in the form of individual data records.
Each line represents all license data records with identical properties. In the Quantity column, you find information on how many Product Use Rights are assigned to the license group.
Effective License
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CA Software Asset Manager
Licenses > Effective Licenses > Single
The single view displays the entire license portfolio in the form of individual data records.
For each License data record, you can define the number of Product Use Rights (PURs).
Effective License
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CA Software Asset Manager
Licenses > Effective Licenses > Pool > Single or Grouped
In these lists, you will find all Licenses that are available via License Pools on Group level, Division level, or Company level. Thus, their Product Use Rights (PUR) are not assigned to a specific Cost Center.
Different License Pools
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CA Software Asset Manager
Licenses > Update/Maintenance Licenses > Single or Grouped
These tables include Update or Maintenance Licenses that need to be assembled with a Base License to become Effective.
Different License Pools – Maintenance or Update Licenses
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CA Software Asset Manager
Licenses > Transfers Overview
In this list, you will find all Licenses that have been transferred - regardless of whether the transfer is planned for the future or has been completed.
Different License Pools - Transfers
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CA Software Asset Manager
Licenses > Update Base Licenses
This table holds all the former Effective Licenses that have been assembled with Update or Maintenance Licenses.
Different License Pools – Update Base Licenses
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CA Software Asset Manager
Licenses > Expired Licenses
Subscription Licenses expire at a certain date. When reaching this point these will automatically be transferred to this table.
Different License Pools – Expired Licenses
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CA Software Asset Manager
Licenses > Deleted Licenses
If needed, Licenses can be also deleted. Those will then appear in the Deleted Licenses table.
Different License Pools – Deleted Licenses
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CA Software Asset Manager
Licenses > Not Yet Activated Licenses
Licenses that have been purchased already, but are not allowed to be used before a certain date in the future are included in this table.
Different License Pools – Not Yet Activated Licenses
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CA Software Asset Manager
You can use several License Statuses to represent the License purchase process.
At the same time, these License Statuses also control the license's influence on the Compliance Check.
License Statuses
Licenses with status that are flagged as “Planned” are excluded from the Compliance View.
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Manually Recording Licenses
Licenses > Add Licenses > Manual Input
Advantage: Acquisition of data
directly in the tool. No clearing
necessary.
Disadvantage: Time-consuming if
many different license positions are
to be measured.
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Manually Recording Licenses
If the Contract information has not been included while entering the License, it can easily be done afterwards:
Click to edit the License record.
Select Manufacturer and Contract Number under which the License was purchased.
Linking License to Contract or Purchase Order
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Manually Recording Licenses
If you would like to see a Purchase Order Number to be added:
Click on editing to open the License record.
Enter the Purchase Order Number in field “Order Number.”
Linking License to Contract or Purchase Order
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Manually Recording Licenses
License Positions can be assigned to a “User” or a “Device”:
In this example, the position is assigned to a user.
Using the context menu another window will open up.
Select the appropriate Device.
Assigning Device works the same.
Note: The license metric, whether “User” or “Device” has no influence on assigning a user or device.
Assigning License to Device or User
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Automated License ImportVia the User Interface
Data Exchange > Import
Represents the standard interface for importing all importable tables into CA SAM.
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Automated License Import
1. Step: Select the table that should be the target location of the import.
2. Step: open table specification.
Notice: In order to prevent an accidental full import, parameters are defaulted during the license import.
Via the User Interface
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Automated License Import
Step 3: Download the .csv template
Via the User Interface
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Automated License Import
Step 4: Upload and import the data files
Via the User Interface
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License Clearing
As no amount of data management can ensure 100% accuracy, a method is required to identify errors in data to ensure correct information is entered into License Inventory.
We call this “License Clearing”
A license “clearing” method is essential to identify data errors, create a data remediation plan and improve data accuracy.
License “clearing” is the process of identifying any data elements that may be incorrect and could impact the outcome of your compliance position.
This activity should be completed by your License Managers.
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License Clearing
After the successful data import, the licenses are sent to receiving inspection, which is located under Licenses > License Clearing.
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License Clearing
Every license import is listed and marked with a status, which can be one of the following:
Processed: All positions contained within the transaction were processed without error and the licenses are now in the effective license pool and/or update pool).
Partly Processed: There are erroneous positions purposefully marked as “ignore” by the user. All other positions were successfully added to the effective license pool and/or update pool).
Failed: There are errors and these are not ignored positions in the transaction.
In the case of “partly processed,” you will have to select “Import” from the context menu manually start the move to the respective license pools.
37 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
License Clearing
Within a transaction there are one or more License Positions.
Values in the “Status” column can be the following:
Failed – Position is prone to problems
Accepted – No problems are present
Ignored – Working status
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License Clearing Problems
CA SAM identified problematic positions by
marking them in red.
You can then correct or enter the missing data
and save it by clicking “Save.” The License Status
should then change to “accepted.”
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License Clearing Problems
If only the Manufacturer Name is missing: This can be easily found in the Catalog by doing a search with the Manufacturer Article Number. The same goes for the Article Name.
If the Manufacturer Article Number is missing: You can attempt to figure it out using the Article Name. To do so, you must search the Catalog.
If the Article Number will be provided at a later date or another colleague is supposed to determine this: You can mark the Clearing Status (e.g. “Manufacturer Article Number missing”) and, if needed, add a note in the “Clearing Remarks” field.
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License Clearing Problems
If Cost Center is missing or you don’t know it: You can set the Clearing Status respectively until the Cost Center is known.
If a Cost Center is named that is not yet in the system yet: You must enter the new Cost Center into the organizational structure under Organization > Cost Centers.
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License Clearing
As the last item has been cleared (Status: “Accepted”) or Ignored (Status: “Ignored”), the transaction can be imported and the status will either change to “Processed” or “Partly Processed.”
Note: If just one position within the transaction has a “Failed” status, the entire transaction will not be imported.
In the case of “partly processed,” you will have to select “Import” from the context menu to manually start the move to the respective license pools.
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Editing Licenses
Select the action button
After having edited the desired field(s), press Save.
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License Move
With the Move Option you can move Licenses from one Cost Center to another.
Within the different License Pools there are two columns:– Organizational Unit
(Usage Right)
– Destination (Owners Cost Center)
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License Move (Bulk)
Licenses > Manage Licenses > Mass Processing > Move
You can use this script for large or Bulk License move operations. The script works with a CSV-import and follows two general operating modes:
Move quantity: A specified quantity of Licenses is moved.
Target value: A specified quantity of Licenses is established as the target state and the required quantity of licenses that have to be moved is determined independently.
The source organization unit for the moving operations can either be determined for the entire action (Selection) or can be specified line by line in the input file (Import).
A related CSV-template can be downloaded.
IMPORTANT: This function is recommended for those who have expert knowledge.
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License Splitting
To split licenses, select “Split” from the Actions menu.
Define the number of Licenses you want to Split into a new License Position.
The result is two separate License Positions in the License Pool.
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License Transfer
Scheduled
Can be temporary or permanent
Trackable
Controlled by Cron job
Nightly License Event handling
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License Transfer
Scheduled
Can be temporary or permanent
Trackable
Controlled by Cron job
Nightly License Event handling
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Updating Licenses
By assembling Licenses from the Update/Maintenance Pool with Licenses from the Effective Pool, you can update versions/editions and extend maintenance.
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Updating Licenses
Once a License from the Update / Maintenance Pool has been chosen, a suitable License from the Effective Pool must be identified.
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Updating Licenses
Once a License from the Update/Maintenance Pool has been chosen, a suitable License from the
Effective Pool must be identified.
Note: In some instances, it might be necessary to disassemble updated licenses (for example to
reassign updates or maintenance to other base licenses). It is possible to cancel an update.
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Updating Licenses
If you need to perform an update without a Base License, mark the check box “Update Without Base License” instead of choosing the Base License.
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Updating Licenses
Proceed by clicking “Carry out update”.
NOTE: This is NOT the standard way of updating licenses and, therefore, should only be used on an exception basis.
55 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Recommended SessionsSESSION # TITLE DATE/TIME
DO5X98E A Day in the Life of a Software Asset Manager11/17/15 at 9:00 am
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DO5X101EGet the Most From Your Software Licenses with CA
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11/17/15 at 1:00 pm
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DO5X165SFirst Horizon National Corporation Succeeds at Software
Asset Management – Learn How to Get Your Life Back!
11/18/15 at 3:00 pm
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DO5X169S 10 steps to help accelerate your SAM efforts11/18/15 at 4:30 pm
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DO5X161S Save a Million Dollars in 15 Minutes with Software Asset
Management (and Not Go to Jail)
11/19/15 at 2:00 pm
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DO5X168S Software Asset Management—The Tough Stuff11/19/15 at 4:30 pm
Breakers L
56 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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57 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15