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    • Software Asset Management
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    Home Orlando Software Asset Management Software Asset Management Software Asset Management SaaS License Management Integrate with SaaS applications

    Integrate with SaaS applications

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    Integrate with SaaS applications

    Create an integration profile to view software usage information and optimize stale licenses.

    A SaaS integration profile pulls your company's software usage information from the software vendor. This information includes a list of all users and identifies which users haven't recently used the software.

    You can create an integration profile for the following SaaS applications:
    • Box
    • DocuSign
    • Dropbox
    • G Suite
    • Jira
    • Salesforce
    • Webex Meetings
    • Zoom

    You can also create integrations for Adobe Cloud and Microsoft Office 365. For more information, see Microsoft Office 365 integration and Software Asset Management publisher pack for Adobe.

    If you want to integrate with a SaaS application that is not on this list, you can create a custom integration profile.

    Warning: If you encounter the User activity can only be analyzed within 60 days of today error message while creating an integration profile, use the following procedure to clear the error message:
    1. Right click the form header of the Integration Profile form.
    2. Select Configure > All.

      The Configurations for Integration Profiles page opens.

    3. On the Business Rules tab, search for and select the Validate event horizon business rule.

      The Business Rule form opens.

    4. On the form, de-select the Active option.
    5. Click Update.

    The SaaS integration automatically creates a software model and a reclamation rule for the software. Always review the reclamation rule to make sure that reclamation candidates are identified using the criteria you want.

    After reviewing the reclamation rule, create a software entitlement to track purchased licenses and cost.

    Figure 1. Integrating with SaaS applications
    Process for setting up a SaaS integration: Initiate the connection in the software admin account, create an integration profile, add a software entitlement, and review the reclamation rule.

    After following this process, you're ready to start reclaiming unused licenses to reduce software costs for your company.

    • Create a Box integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the Box service.

    • Create a DocuSign integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the DocuSign service.

    • Create a Dropbox integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the Dropbox service.

    • Create a G Suite integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the G Suite service.

    • Create a Jira Software Cloud integration profile

      Create an integration profile to track software subscriptions and reclaim unused licenses for Atlassian Jira Software Cloud.

    • Create a Salesforce integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the Salesforce Sales Cloud and Salesforce Service Cloud services.

    • Create a Webex Meetings integration profile

      Create an integration profile to track software subscriptions and reclaim unused licenses for the Cisco Webex Meetings application.

    • Create a Zoom integration profile

      Create an integration profile to track software subscriptions and optimize stale licenses for the Zoom service.

    • SaaS License Connections

      To connect with a SaaS application that doesn't have an existing integration in SaaS License Management, create a custom integration.

    Related tasks
    • Request SaaS License Management
    • Review a software reclamation rule
    • Reclaim a SaaS user subscription
    Related concepts
    • SaaS Overview dashboard
    Related reference
    • View SaaS usage and cost
    • Installed with SaaS License Management

    Tags:

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      Integrate with SaaS applications

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Integrate with SaaS applications

      Create an integration profile to view software usage information and optimize stale licenses.

      A SaaS integration profile pulls your company's software usage information from the software vendor. This information includes a list of all users and identifies which users haven't recently used the software.

      You can create an integration profile for the following SaaS applications:
      • Box
      • DocuSign
      • Dropbox
      • G Suite
      • Jira
      • Salesforce
      • Webex Meetings
      • Zoom

      You can also create integrations for Adobe Cloud and Microsoft Office 365. For more information, see Microsoft Office 365 integration and Software Asset Management publisher pack for Adobe.

      If you want to integrate with a SaaS application that is not on this list, you can create a custom integration profile.

      Warning: If you encounter the User activity can only be analyzed within 60 days of today error message while creating an integration profile, use the following procedure to clear the error message:
      1. Right click the form header of the Integration Profile form.
      2. Select Configure > All.

        The Configurations for Integration Profiles page opens.

      3. On the Business Rules tab, search for and select the Validate event horizon business rule.

        The Business Rule form opens.

      4. On the form, de-select the Active option.
      5. Click Update.

      The SaaS integration automatically creates a software model and a reclamation rule for the software. Always review the reclamation rule to make sure that reclamation candidates are identified using the criteria you want.

      After reviewing the reclamation rule, create a software entitlement to track purchased licenses and cost.

      Figure 1. Integrating with SaaS applications
      Process for setting up a SaaS integration: Initiate the connection in the software admin account, create an integration profile, add a software entitlement, and review the reclamation rule.

      After following this process, you're ready to start reclaiming unused licenses to reduce software costs for your company.

      • Create a Box integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the Box service.

      • Create a DocuSign integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the DocuSign service.

      • Create a Dropbox integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the Dropbox service.

      • Create a G Suite integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the G Suite service.

      • Create a Jira Software Cloud integration profile

        Create an integration profile to track software subscriptions and reclaim unused licenses for Atlassian Jira Software Cloud.

      • Create a Salesforce integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the Salesforce Sales Cloud and Salesforce Service Cloud services.

      • Create a Webex Meetings integration profile

        Create an integration profile to track software subscriptions and reclaim unused licenses for the Cisco Webex Meetings application.

      • Create a Zoom integration profile

        Create an integration profile to track software subscriptions and optimize stale licenses for the Zoom service.

      • SaaS License Connections

        To connect with a SaaS application that doesn't have an existing integration in SaaS License Management, create a custom integration.

      Related tasks
      • Request SaaS License Management
      • Review a software reclamation rule
      • Reclaim a SaaS user subscription
      Related concepts
      • SaaS Overview dashboard
      Related reference
      • View SaaS usage and cost
      • Installed with SaaS License Management

      Tags:

      Feedback

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