SAM Foundation software reconciliation for compliance

Automated license reconciliation keeps license positions accurate and up to date without manual calculations. Reconciliation runs weekly or on demand.

Reconciliation is a scheduled job that is run at a specified frequency (default is weekly). It can also be run on demand for specific or all publishers.

When reconciliation is run, a list of reconciliation results is created that shows the compliance status of software products with respect to discovery and entitlements. Users with the sam_user role can view reconciliation results.

Remediation options include rights not in use, rights not allocated, rights needed, reclaimable rights, and unlicensed rights.

Reconciliation results

Reconciliation results are listed in the navigation path Software Asset > Reconciliation > Reconciliation Results (see table for field descriptions).
Table 1. Reconciliation Results form
Field Description
Number Unique identifying number that is generated during the reconciliation process.
Status Status of the reconciliation.
  • Completed
  • In Progress
Last reconciled Date of last reconciliation run.
Ran for All publishers, or specific publishers.
Publishers Only shown if publishers were specified on which to run reconciliation.

Software product results

You can access Software Models and Unlicensed Installs related lists from a product result record.

A product result for a licensable product is generated after reconciliation even if there are no software models defined for the product.

Note: A Software Model Results record is only created when a software model or entitlement exists for the product.
Software product results are listed in the navigation path Software Asset > Reconciliation > Product Results (see table for field descriptions).
Table 2. Product Results form
Field Description
Number Unique product result number that is generated during the reconciliation process.
Publisher Publisher of the software.
Product Name of software product.
Latest Indicates whether this product result is from the most recent reconciliation run.
Reconciliation result Unique reconciliation result number that is generated during the reconciliation process.
Status Status of the product.
  • Compliant
  • Not Compliant
True-up cost Estimated cost of remediating non-compliance based on the least number of rights needed.
Over-licensed amount Estimated cost of rights not being used. Sum of all Over Licensed amount values from every software model result.
Potential savings Estimated cost of savings if software installations are reclaimed. Sum of all potential savings from all removal candidates.
Unlicensed Installs
Display name Name of the unlicensed software installation.
Publisher Publisher that represents the software product.
Version Version of the software product.
Installed on Device on which the product is installed.
Assigned to User to which the product is assigned.
The Software Model Results related list contains software model results from reconciliation.