Hands-On Lab: From Zero to Compliance Using CA Software Asset Management

ca Intellicenter

Hands-On Lab: From Zero to Compliance Using CA Software Asset Management

Kim Rasmussen

ICX08E #CAWorld

CA TechnologiesSr. Principal Architect (CA ITAM Swat)

2 © 2014 CA. ALL RIGHTS RESERVED.

Abstract

This hands-on session will take the attendees through all

the steps performed in the Software License Compliance

Reporting process, including discovering software,

identifying license demand and ensuring you have the

right software entitlement to be compliant. This

informative session will be built based on a series of

sequential labs that the attendee will complete to see the

final result.

Kim Rasmussen

CA Technologies

Sr. Principal Architect


Agenda

INTRODUCTION TO CA ITAM AND CA SAM

LAB 1: VIEW EFFECTIVE DEMAND

LAB 4: VERIFY COMPLIANCE STATUS

LAB 2: COMPLIANCE REPORT

MASTER CATALOG AND ARTICLES

LAB 3: ADD A LICENSE

1

2

3

4

5

6

LAB 5: WORKING WITH UPGRADE LICENSES7

Quick Intro to CA IT AM and CA SAM


What is Asset Management?IT Asset Management (ITAM) is the management and reconciliation of the physical, financial and contractual life-cycle attributes of IT assets (hardware and software) to enable the delivery of cost-efficient, timely business knowledge to better manage and control the business and operational aspects of IT.


CA IT Asset Manager (CA ITAM) r12.9—A Complete Solution

CA Asset Portfolio Management

Hardware Focus

- Lifecycle Management

- Contract Management

- Vendor Management

- Financial Management

- Hardware Reconciliation

CA Software Asset Manager (CA SAM)

Software Focus

- Lifecycle and Contract Management

- Vendor and Financial Management

All inclusive Master Catalog

License-centric methodology

Efficient metric engine

100% Web Based Solution


Software Asset Management Capabilities With CA SAM


CA ITAM r12.x – Software Asset Management Challenges

No standards on purchase data1

Volumes of discovery data2

Not all licenses created equal3

Dynamic data, constant change4

There is no Silver Bullet5

Fines/penalties Public relations Unplanned expenses

Out of Compliance 6

Money could be used to fund other key projects Additional Maintenance monies coming from

already tight budgets

Over Purchases7


CA ITAM r12.x – Software Asset ManagementDefine Compliance

Processor Value Unit (PVU) Client Access License (CAL) Core Based

COMPLEX LICENSE

Multi Use License Multi Version License Downgrade Rights Downgrade Path

LICENSE VARIANTS

Buy One, Install One

SIMPLE LICENSE


CA ITAM r12.x – Software Asset ManagementThe Master Catalog

Updated Monthly 150 Manufacturers 1,600 Product Families 24,000 Products 185,000 Mfr SKUs Thousands of signatures And Growing

The Master Catalog is the Core

Licenses

Manufacturer SKU Recognition Supplements License Data for compliance

calculations

Software

Product Recognition Rules Demand Calculations

Core to the CA Software Asset Manager solution is the Master Catalog, which augments Purchase and Discovery data.


More Info

This is hands-on, not a sales presentation.

More info on CA ITAM and CA SAM:

http://www.ca.com/us/asset-management-system.aspx

http://bit.ly/1BaKy5B

Lets get our hands “dirty”.

– GOAL: Make us compliant with All Adobe Acrobat products.


Lab 1: View Effective Demand

Open CA-SAM.– Start your preferred browser. CA SAM should start.

Otherwise, use http://localhost:90/demo.

– Login using User: Admin, Password: coeducation.

Open Effective Demand.– From Top menu select: Software -> Effective Demand.

– Find the 3 rows for : Adobe Acrobat 8 Standard ger.

Look at details.– Click on the Details link on one of the rows and select Installations.

– See the individual Devices Adobe Acrobat 8 Std. German is found at

Check effective demand for Adobe Acrobat 8 Std. Ger.


Lab 1. Expected Result


Lab 2: Compliance Report

Run compliance. – From Top menu select: Compliance -> Current

– Select :

Manufacturer : Adobe

Organization Unit: Group

Start Analyze

View. – Find Adobe Acrobat 8 Std. Ger.

– See how the data is aggregated.

– Notice that there is no License for the product.

– Click on the “effective demand” (100) to see where. (Noticing it is effect demand view from Lab1.

Identify Compliance Status for Acrobat 8 Std. Ger.

The Master Catalog


CA ITAM r12.x – Software Asset ManagementThe Master Catalog

Updated Monthly 150 Manufacturers 1,600 Product Families 24,000 Products 185,000 Mfr SKUs Thousands of signatures And Growing

The Master Catalog is the Core

Licenses

Manufacturer SKU Recognition Supplements License Data for compliance

calculations

Software

Product Recognition Rules Demand Calculations

Core to the CA Software Asset Manager solution is the Master Catalog, which augments Purchase and Discovery data.


The Product – a Central Element

Manufacturer

Product Family

Product

Product Use Rights

Articles

Licenses

Rules

Signatures

Raw Data

PurchaseRecognition


Master Catalog Content Continued

Product Use Right Details– License metric

– Number of use rights

– Downgrade paths

– Second copy rights

– Parallel usage rights

– Unlimited usage rights

– Site licenses

Signatures for Software Recognition– Add/Remove Program, MSI Codes, Files, ISO Tags (19770-2)

Recognition Rules– Efficient minimizing of the usage inventory by detecting irrelevant signatures such as patches & hotfixes

– Maps out complex software usage, as required for software suites


Catalog Fundamentals

Manufacturer

Product

Article

License

1x

2x

Product family

…

sparklingstill

Usage

Folien T.S.Spratter


Lab 3: Add a License

Register the license.

– From the top menu: Licenses -> License Box -> Manual Input

– Type in the Article : 65196797AA04A00

– Verify it is resolved:

Adobe Acrobat XI Standard Win 100 Pack ger. License CLP

– Type in Quantity: 2 (Remembering this is a 100 Pack)

– Cost Center : EE-EE10-EE10/100

(Personal /HR)

– Press: Add License.

Register a 100 Pack for Adobe Acrobat


Lab 3: Add a License (cont’d)

View license.

– From to tom Menu: License -> Effective license -> single

– Press the Filter :

– Type the product filter: “acrobat xi”

– See the license registered and the quantity is 200 even though we only bought 2.

Register a 100 Pack for Adobe Acrobat


Lab 4: Verify Compliance Status

Run compliance. – From Top menu select: Compliance -> Current.

– If you get the list right away. Please “refresh view”.

Note :– Adobe Acrobat 8 Std. Germ. is now compliant.

– Adobe Acrobat XI Standard ger. – is now in the list.

(Might be next page)

Adobe Acrobat XI Standard ger. – is used 100 for the Acrobat 8 demand.

Re-run and verify compliance.


Lab 5: Upgrade Licenses

View Compliance for Adobe Acrobat– Note that : Adobe Acrobat X Standard engl. Is missing 2 Licenses..

– But we have plenty of Adobe Acrobat 8 Standard engl. Licenses (195)

Register Upgrade license.– Article : 54022319AS

– Ensure it resolves to:

Adobe Photoshop CS3 10 Win Upgrade ger. License CLP

– Quantity: 10

– Cost Center : EE-EE10-EE10/100

Verify it is registered.

Re-run Compliance.– Why does it not show as Compliant??

Register a Upgrade license for Adobe Acrobat X Standard Engl.


Lab 5: Upgrade licenses–Continued

Link Upgrade license.– From Top menu: License -> Update/Maintenance -> Single

– Find the license from before:

– Adobe Acrobat X Standard Win Upgrade engl. License CLP

Click the and select update.

Select the Base license (maybe you need 2 licenses)

– Adobe Acrobat 8 Standard Win engl. License CLP.

Press Carry out Update

Note how it only takes 10 copies.

Re-run Compliance.– Note that :

Acrobat X Std. Eng is now compliant

Acrobat 8 Std. Eng went from 195 to 185 unused licenses. Why ?

We have A LOT of unused licenses

Link Upgrade License to Base license.

http://localhost:90/demo/smarttrack/update_licenses.php?rpid=664371b65a

http://localhost:90/demo/smarttrack/update_use.php?init=1&rpid=664371b65a


Lab 6: Extra–Upgrade license for:

Find the last Adobe Acrobat product that is missing a license.

Check to see if we have Licenses that can be used for a Upgrade.

Register the License.

Ensure all is defined correct–Upgrade etc.

Re-run Compliance.– Note that :

All Adobe Acrobat products are now compliant–Or are they?

Still A LOT of unused licenses.

Fix the last Adobe Acrobat products.


For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

Insert appropriate screenshot and text overlayfrom following “More Info Graphics” slide here;

ensure it links to correct pageManagement Cloud






For Informational Purposes Only

© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.

Terms of this Presentation

Hands-On Lab: From Zero to Compliance Using CA Software Asset Management

Technology

Transcript of Hands-On Lab: From Zero to Compliance Using CA Software Asset Management