microsoft audit defense: kylie fowler itam intelligence itam review uk conference 2016 -
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The ITAM Review UK Conference 2016 The ITAM Review US Conference 2016
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The ITAM Review UK Conference 2016
Introductions ITAM Intelligence What we do: § Provide strategic SAM and ITAM Services on a
retainer basis § Our customers are small to medium size enterprises
who need deep subject ma@er experBse but not on a full Bme basis
Kylie Fowler – Principle Consultant Specialising in: § Develop and implement IT asset management
strategies and frameworks § Coach and mentor ITAM pracBBoners § Manage audit defence & lead vendor negoBaBons § Mergers & acquisiBons advice and support
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The ITAM Review UK Conference 2016
Microsoft Audit Defence
Kylie Fowler, Principle Consultant
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The ITAM Review UK Conference 2016
You are now the CPO
Welcome to your new role….
As Chief Porcine Officer
Aka as Piggy in the Middle
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The ITAM Review UK Conference 2016
MS SAM Review vs MS Audit
There is a difference!
But it is mainly financial
“If unlicensed use is 5% or more, Customer must reimburse Microso7 for the costs Microso7 has incurred… and acquire the necessary addi=onal licenses at 125% of the then current price list and Customer price level…”
MBSA June 2014
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The ITAM Review UK Conference 2016
How does an audit / review work?
Licenses Owned
License Compliance
Licenses Used
Simples, really
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The ITAM Review UK Conference 2016
What to do when you receive a request?
Rule #1 – Don’t ignore it!
But you can push back… sometimes
ü Cloud negoBaBons in progress
ü Request to subsidiary rather than parent
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The ITAM Review UK Conference 2016
Preparations
An audit is a project…
… it has a beginning and an end (although it may not feel like it sometimes)
The End!
The End!
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The ITAM Review UK Conference 2016
The Team
The project needs a team
J Senior Sponsor
J Business Units
J IT OperaBons
J IT ApplicaBon Management team
J Procurement / negoBaBon support
J Licensing experBse (may be external)
J Project manager (you?!)
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The ITAM Review UK Conference 2016
Risk Management
You must implement robust risk management processes
You must manage 2 types of risk: -‐ Business risk -‐ Project risk Communicate risks to the senior sponsor so they can ensure appropriate resource is engaged and business risks are escalated
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The ITAM Review UK Conference 2016
Other Preparations
Also consider
J NDAs with 3rd party auditor
J Timelines and high level plan
J Role of LSP
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The ITAM Review UK Conference 2016
Entitlement
Licenses Owned
License Compliance
Licenses Used
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The ITAM Review UK Conference 2016
Entitlement
Step 1: Get a Microsoft Licensing Statement (MLS)
Step 2: Check the MLS for accuracy
Step 3: Check for other entitlement
Ask me for the Microsoft Licensing Entitlement Checklist!
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The ITAM Review UK Conference 2016
Deployment
Licenses Owned
License Compliance
Licenses Used
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The ITAM Review UK Conference 2016
Deployment
Discovery is easy….
…you must understand HOW your applications are being used
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The ITAM Review UK Conference 2016
Deployment
Think about:
End User Estate -‐ Desktop and applicaBon virtualisaBon -‐ Device vs User CALs -‐ Mobile devices -‐ Correct OEM versions -‐ Secondary use rights -‐ MSDN use rights -‐ O365 transiBon
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The ITAM Review UK Conference 2016
Deployment
Think about:
On-‐Premise Infrastructure Estate -‐ Clusters, hosts and virtual machines -‐ External facing servers -‐ Development and test environments -‐ Hot vs cold DR
Cloud Infrastructure Estate -‐ SPLA licensed OS -‐ Corporate licensed ApplicaBons
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The ITAM Review UK Conference 2016
Deployment
This is where you really start to feel you’re piggy in the middle….
L Slow response from techies
L Lack of configuraBon records
L Poor coverage of tools
L People fed up with constant quesBons and queries
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The ITAM Review UK Conference 2016
Effective License Position (ELP)
Licenses Owned
License Compliance
Licenses Used
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The ITAM Review UK Conference 2016
ELP
In theory, an ELP is a simple statement of licenses owned vs licenses used…
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The ITAM Review UK Conference 2016
The rush to the finish
Now you’re really squeezed!
Auditor Auditee
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The ITAM Review UK Conference 2016
Gotchas
Most companies have at least some gotchas
L
Incorrect OEM OperaBng Systems
L Packaging errors
L Lack of Sobware Assurance in DCs / Cloud
L
Citrix / Terminal server issues
L External Connectors L Enterprise CAL requirements
L O365 Pro Plus downgrade rights
Ask me for the Microsoft Licensing ‘Gotchas’ Checklist!
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The ITAM Review UK Conference 2016
Validate, validate, validate
The ELP is almost certainly wrong!
You need to do a deep dive into the results
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The ITAM Review UK Conference 2016
Negotiate!
If you are non-compliant, you need to buy some licenses
But you can always negotiate! May be more difficult it it’s a real audit
-‐ O365 / Azure transiBon -‐ Push for addiBonal discounts -‐ Ask LSP to lower margin -‐ Consider strategic and long term
drivers
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The ITAM Review UK Conference 2016
Never again!
The majority of significant licensing risk is the result of poor Solutions Design
-‐ Ensure SAM is engaged at Project / Programme iniBaBon stage to assess licensing risk
-‐ Conduct SAM Risk assessments at SoluBons Design stage BEFORE implementaBon
‘ITAM by Design’ Ask me for the ITAM by Design Checklist!
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The ITAM Review UK Conference 2016
Comments?
The ITAM Review UK Conference 2016
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The ITAM Review UK Conference 2016
Thank You