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Software reconciliation for compliance

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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, group, and secondary group.

Group and subgroup values include country, department, company, region, or cost center. Default group and subgroup properties that apply to the weekly reconciliation run can be set in Software Asset > Administration > Properties.

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.

In addition to creating a purchase order for new software licenses, additional remediation options are available in software model results to automatically create and remove allocations, remove unallocated installs, and remove unlicensed installs.

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.
Group Group specified on which to run reconciliation. Values include None, Country, Department, Company, Region, and Cost Center.
Subgroup Subgroup specified on which to run reconciliation. Values include None, Country, Department, Company, Region, and Cost Center.

Software product results

You can access Software Models, Unlicensed Installs, and Removal candidates 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.
Group Group to which the product result belongs.
Subgroup Subgroup to which the product result belongs.
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. The sum of all Over Licensed amount values from every software model result.
Potential savings Estimated cost of savings if software installations are reclaimed. The sum of all potential savings from all removal candidates.
Unlicensed Installs
Software model result Software model result for the unlicensed install.
Note: This field may be empty if there are no software entitlements for the version and edition of the unlicensed install.
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.
Unlicensed Subscriptions
Note: This related list is only shown if the software product is a subscription.
Display name Name of the unlicensed software subscription.
User Principal Name Publisher that represents the software product.
Last activity Version of the software product.
Software model Device on which the product is installed.
Removal Candidates
Number Removal candidate number.
Name Name of the removal candidate.
Justification Justification for becoming a removal candidate.
  • Low Usage (default)
  • Unallocated
  • Unlicensed
  • Blacklisted
Product Name of the product.
Publisher Name of the publisher.
State State of the removal candidate.
  • Attention Required
  • Ready
  • Awaiting User
  • Awaiting Approval
  • Approval
  • Awaiting Revocation
  • Closed Complete
  • Closed Skipped
Potential savings Savings to be gained from reclaiming unused software installations.
The Software Model Results related list contains software model results from reconciliation.
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