Get started with Software Asset Management Foundation plugin

Get started with Software Asset Management Foundation plugin 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 Foundation plugin, 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
      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, such as rights owned and used.
    5. Drill down further into the license metric results to view how rights are used, and software installs using the rights.

What to do next

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