Add a software reclamation candidate

Reclamation candidates reclaim software resources in your environment. They are created from reclamation rules, or can be created manually.

Before you begin

Role required: sam_user

About this task

Software reclamation is integrated with Workflow and Client Software Distribution to automate the process of uninstalling software from devices and harvesting software rights. During the workflow, the state of the reclamation candidate changes based on the progression within the workflow.

A reclamation candidate is automatically created for each software install that violates a reclamation rule.
Table 1. Reclamation candidate state
State Description
Attention Required When the reclamation candidate is created automatically it is in the Attention Required state.
Ready Once a reclamation candidate is created it enters the Ready state. Click Reclaim to advance the workflow.
Awaiting User If the Notify check box was selected, the user was sent a notification of the reclamation candidate to approve or deny.
Awaiting Approval If the Notify check box was selected, the user can approve or deny the reclamation candidate. If denied, it becomes the responsibility of the manager to approve or decline the reclamation.
Awaiting Revocation The final step in the workflow. You can click Close Complete to reclaim software rights in the reclamation candidate manually.

Otherwise, a weekly scheduled job (named Updating Existing Reclamation Candidates) automatically updates reclamation candidates in Awaiting Revocation state AND with the software install field empty to Closed Complete state.

If the reclamation candidate is in any other state AND the software install is empty, it is updated to Closed Skipped state.

Closed Software rights have been reclaimed.

In the list of Reclamation Candidates, you can select individual records for reclamation, or Reclaim All to reclaim all qualifying reclamation candidates. Qualifying candidates are those in the Ready state, and also those in the Attention Required state as long as the Software User field is not empty.

You can also create a reclamation candidate manually.

Procedure

  1. Navigate to Software Asset > Optimization > Reclamation Candidates and create a new record (see table for field descriptions).
    Table 2. Reclamation Candidate form
    Field Description
    Number Unique reclamation candidate number that is automatically generated.
    Assignment group Automatically set to the software managers group authorized to respond to reclamation candidates.
    Assigned to Person primarily responsible for working this task.
    Name Reclamation candidate name that is automatically generated. Contains the software installation display name.
    Description Description of why the task exists, and what the user must do if they receive an approval.
    State Current state of the reclamation candidate.
    • Attention Required
    • Ready
    • Awaiting User
    • Awaiting Approval
    • Approval
    • Awaiting Revocation
    • Closed Complete
    • Closed Skipped
    Opened Date the task was opened.
    Closed Date the task was closed.
    Reclamation Candidate
    Software installation The software installation being reclaimed.
    Potential savings Estimated cost of savings if all reclamation candidates are in Closed Complete state, meaning the software was uninstalled and the rights were harvested (unused rights * average price per right from entitlements).
    Reclamation rule The reclamation rule that created the reclamation candidate.
    Configuration item The device on which the software is installed.
    User Name of the user assigned to the software installation.

    This value can be changed so that another user receives the notification of software being uninstalled.

    Notify user If checked, the user assigned to the hardware on which the software is installed is contacted via email requesting permission to remove the software.
    Activity
    Work notes Used to track the actions that have been performed on this task.
  2. Click Reclaim to start the workflow.
  3. To view the reclamation status, click the Show Workflow related link.
    Note: The Show Workflow related link is visible only when the workflow is triggered.