Get started with Software Asset Management

Get started with Software Asset Management to optimize management of software installations in your environment.

Before you begin

Role required: sam_admin

About this task

After you have set up Software Asset Management, get started by completing these steps for basic configuration.

Procedure

  1. Create a software model for common software, such as Microsoft Office 2013, for example.
    1. Navigate to Software Asset > Licensing > Software Models.
    2. Create a new record (see table for field descriptions).
      Table 1. Software model form
      Field Example
      Publisher Microsoft
      Product Office
      Discovery Mapping
      Discovery map Choose the discovery map that corresponds with the version edition, platform, and language.

      The remaining fields are automatically populated based on the discovery map.

      Version 2013
      Edition Professional Plus
      Platform Windows
      Language Anything
  2. Create a basic per-user or per-device entitlement for the software.
    1. Open the software model record you created.
    2. Scroll down to the Software Entitlements related list, and create a new Software Entitlements record (see table for field descriptions).
      The Software model field is automatically populated.
      Table 2. Software Entitlements form
      Field Example
      Software model Microsoft Office 2013 Professional Plus
      License metric Per User
      Purchased rights 200
  3. After discovery of software installed, run reconciliation to reconcile software rights owned against software installed, with respect to discovery and software entitlements.
    1. Navigate to Software Asset > Reconciliation > Run Reconciliation.
    2. Select the publisher on which to run reconciliation, or select all publishers, and click Proceed.
      Allow time for the reconciliation process to complete, especially if you selected all publishers.
  4. View reconciliation results that show the compliance status of your software products.
    1. Navigate to Software Asset > Reconciliation > Reconciliation Results.
    2. Open the reconciliation result record to view product results.
    3. Open product result records to view compliance status of specific software models, such as number of unlicensed installs and the true-up cost to become compliant.
    4. Open a software model result to view license metric compliance, and then drill down further into the license metric results to view how rights were used.
      For non-compliant product results, you can execute a remediation option from the Remediation Option related list. You can also create a purchase order directly from the Remediation Option form, which is integrated with the Procurement application. The purchase order fields are automatically populated with the content from the software model result.

What to do next

Depending on the compliance status of your software installations, you can choose to optimize your environment further.

For example, you can add a reclamation rule to reclaim software rights that do not meet minimum usage requirements so they can be allocated elsewhere. You can also add a pattern normalization rule to normalize specific software products in your environment.