managing software entitlements in software asset management solutions from ca

Managing Software Entitlements in Software Asset Management Solutions from CA

Michel Avenel

IT Service Management

CA Technologies

Sr. Principal Product Manager

DO5X99E

#CAWorld

#ITSM

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© 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

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For Informational Purposes Only

Terms of this Presentation


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


Agenda

FUNDAMENTALS OF SOFTWARE LICENSE MANAGEMENT

EFFECTIVE LICENSE AND LICENSE POOLS

CREATING & IMPORTING LICENSES

LICENSE INVENTORY MANAGEMENT

1

2

3

4


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.




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.




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.


Part 1: Introduction and Manually Recording Licenses


The “A” Model for Software License Management



Commercial Data


CA Software Asset ManagerGeneral Navigation


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



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



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



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



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



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



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



Licenses > Deleted Licenses

If needed, Licenses can be also deleted. Those will then appear in the Deleted Licenses table.

Different License Pools – Deleted Licenses



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



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.


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.



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



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



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

Demonstration: Manually Recording a License

Part 3: License Inventory Management and Automated License Data Exchange


Automated License ImportVia the User Interface


Automated License ImportVia the User Interface

Data Exchange > Import

Represents the standard interface for importing all importable tables into CA SAM.


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



Step 3: Download the .csv template




Step 4: Upload and import the data files



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.


License Clearing

After the successful data import, the licenses are sent to receiving inspection, which is located under Licenses > License Clearing.


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.


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


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.”



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.



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.


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.


Editing Licenses

Select the action button

After having edited the desired field(s), press Save.


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)


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.


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.


License Transfer

Scheduled

Can be temporary or permanent

Trackable

Controlled by Cron job

Nightly License Event handling


Updating Licenses

By assembling Licenses from the Update/Maintenance Pool with Licenses from the Effective Pool, you can update versions/editions and extend maintenance.


Updating Licenses

Once a License from the Update / Maintenance Pool has been chosen, a suitable License from the Effective Pool must be identified.


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.


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.


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.


Q & A


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For More Information

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managing software entitlements in software asset management solutions from ca

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