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 Compliance6
■ 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 Management
Challenges

Define 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 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.

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

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
■ 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
…
sparkling
still
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

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 Sessions
SESSION # TITLE DATE/TIME
DO5X99E
Managing 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 Manager
11/17/15 at 9:00 am
Breakers E
DO5X101E
Get the Most From Your Software Licenses with CA
Software Asset Management
11/17/15 at 1:00 pm
Breakers D
DO5X165S
First 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 efforts
11/18/15 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 Stuff
11/19/15 at 4:30 pm
Breakers L

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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15

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

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