Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA

Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA

Kim Rasmussen

IT Service Management

Ca Technologies

Senior Principal Architect

DO5X100E

#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.

For Informational Purposes Only

Terms of this Presentation


Abstract

This 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

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 Asset Manager and CA Software Asset Manager


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 r14.1 - A Complete Solution

CA Asset Portfolio Management (CA APM)

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


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 r14.1 – Software Asset ManagementChallenges


CA ITAM r14.1 – 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 – Software Asset ManagementThe master catalog

■ Updated Monthly

■ 150 Manufacturers

■ 1,600 Product Families

■ 24,000 Products

■ 185,000 Mfr SKU’s

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

Lets Get Our Hands “Dirty”

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

Who wants to drive ?


Lab 1: View Effective Demand

Open CA SAM– Start your preferred browser. Select SAM DEMO in top menu

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 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 r14.1 – Software Asset Management

The Master Catalog■ Updated Monthly

■ 150 Manufacturers

■ 1,600 Product Families

■ 24,000 Products

■ 185,000 Mfr SKU’s

■ 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 and 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 200 Pack for Adobe Acrobat

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

license

– type the product filter : “acrobat xi”

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


Lab 4: Verify Compliance Status

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

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

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 : 65086174AA02A00

– Ensure it resolves to: Adobe Acrobat X Standard Win Upgrade engl. 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 License

– Find the license from before:

– Adobe Acrobat X Standard Win Upgrade engl. License CLP

Click the and select update with base license

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 complient

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

We have ALLOT 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 we ?

Still ALLOT of unused licenses

Fix the last Adobe Acrobat products


Recommended SessionsSESSION # TITLE DATE/TIME

DO5X99EManaging Software Entitlements in Software Asset

Management Solutions from CA

11/16/15 at 3:00 pm

Breakers D

DO5X98E A Day in the Life of a Software Asset Manager11/17/15 at 9:00 am

Breakers E

DO5X101EGet the Most From Your Software Licenses with CA

Software Asset Management

11/17/15 at 1:00 pm

Breakers D

DO5X165SFirst Horizon National Corporation Succeeds at Software

Asset Management – Learn How to Get Your Life Back!

11/17/15 at 3:00 pm

Breakers L

DO5X169S 10 steps to help accelerate your SAM efforts11/18/15 at 4:30 pm

Breakers L

DO5X161S Save a Million Dollars in 15 Minutes with Software Asset

Management (and Not Go to Jail)

11/19/15 at 2:00 pm

Breakers L

DO5X168S Software Asset Management—The Tough Stuff11/19/15 at 4:30 pm

Breakers L


Must-See Demos

Software Asset Management


Theater 5

Unified Self-service

CA Service Management

Theater 5

Asset Management

CA IT Asset Manager

Theater 5

Software License Optimization

CA SAM Optimization & Simulation

Theater 5


Follow On Conversations At…

Smart Bar


Theater 5

Smart Bar

CA SAM Optimization & Simulation

Theater 5


For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA

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Transcript of Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA