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Set up Software Asset Management

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Set up Software Asset Management

Set up Software Asset Management after you have received your subscription and before configuration.

Before you begin

Role required: sam_admin

About this task

Once you have requested and obtained your Software Asset Management subscription from the ServiceNow personnel, complete these steps to set up Software Asset Management before you begin to use it.

Procedure

  1. Determine whether you are currently running the ITSM Software Asset Management feature of Asset Management using the Software Asset Management plugin.
    Check the list of plugins to see if the Software Asset Management (com.snc.software_asset_management) plugin is active.
    • If so, complete the Software Asset Management migration procedure.

      This step automatically converts and adds new tables, forms and lists, fields and values, and disables deprecated functionality. It also contains manual procedures for you to complete for successful migration.

    • If not, proceed to the next step.
  2. Determine whether Discovery is activated.
    Check the list of plugins to see if the Discovery plugin is active.
    • If so, run the Migrate software installs script.

      This step copies records from the [cmdb_software_instance] table to the [cmdb_sam_sw_install] table, so the Software Asset Management application uses any previously discovered software installs.

    • If not, activate and configure Discovery, which is essential for Software Asset Management normalization.

      For more information, see Discovery.

  3. Follow the guided setup for normalization data services. For more information, see Normalization Data Services.
  4. You may want to manage software assets installed on a subset of your configuration items in the Software Asset Management application. For example, some of your devices may be leased from a third party and you are not responsible for license compliance for the software on those devices. Or, you may want to start with managing software installed on devices only at a specific location (for example the New York office). Then, you can expand to managing software on devices in other locations. Convey to the Software Asset Management application which devices you want to exclude. The system excludes any software installed on these devices in license compliance calculations.
    1. In the Hardware [cmdb_ci_hardware] table, add a true/false column, for example, Exclude from SAM [u_exclude_from_sam].
    2. Set the value of the Exclude from SAM column to true for devices you don’t want to manage installed software for in the application.
      Note: The default value of the Exclude from SAM column is false. By default, the system manages installed software on all devices.
    3. Navigate to Software Asset > Administration > Properties. Enter the column name, [u_exclude_from_sam], in the field next to the property Enter the name of the true/false field added to cmdb_ci_hardware table to exclude software installed on selected devices from Software Asset Management. Ensure that you enter the column name without the brackets.
    4. Click Save.
      Once the scheduled job (SAM — Adjust Installs for excluded CIs) runs, the software installed on devices with the Exclude from SAM column set to true are excluded from the application.
    To start managing software installs on previously excluded devices in the application, set the value of the Exclude from SAM column for the device to false. Once the scheduled job (SAM — Adjust Installs for excluded CIs) runs, the system starts managing software installs on these devices.
    To start managing the software installs on all previously excluded devices, navigate to Software Asset > Administration > Properties. Delete the column name [u_exclude_from_sam] from the property and click Save. Once the scheduled job (SAM — Adjust Installs for excluded CIs) runs, the system starts managing the software installed on all previously excluded devices.
  5. Proceed to Get started with Software Asset Management to begin using the Software Asset Management application in your environment.
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