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    • Software Asset Management
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    Home Orlando Software Asset Management Software Asset Management Software Asset Management Configuring Software Asset Management Import software rights Record software rights and user allocations

    Record software rights and user allocations

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    Record software rights and user allocations

    Record your license details and allocate purchased software rights to users or devices by adding a software entitlement.

    Before you begin

    Role required: sam_user

    About this task

    These instructions are for manually creating software entitlements or maintenance entitlements one at a time. If you already have software entitlements, you can import the software entitlements easily using the drag-and-drop interface.

    To automate the process of creating a software entitlement, specify a publisher part number in the software entitlement form. Based on the publisher part number, the software model, metric group, agreement type, and software lifecycle data (if it exists) automatically appears in the form.

    If you installed SaaS License Management, a software model is generated automatically after you create an integration profile. Create an entitlement for the software model to track software used against software owned. For more information about tracking SaaS licenses and usage, see View SaaS usage and cost.

    If you installed the SAP publisher pack, see Record software rights for SAP.

    If you installed the Citrix publisher pack, see Record software rights for Citrix

    Procedure

    1. Navigate to Software Asset > Licensing > Software Entitlements.
    2. Click New.
    3. On the Software Entitlement form, fill in the details about the software publisher rights that you've purchased.
    4. Right-click the form header and select Save.
    5. To perform additional configuration, select the software entitlement record in the Software Entitlements list.
    6. To specify users and devices that have software rights allocated to them, click the User Allocations or Device Allocations section.
    7. To track your software downgrade rights, click the Downgrade Rights related list and specify the version.
      Creating a new record allows you to set an entitlement to previous versions of software. For example, the purchase of Microsoft Office Professional Plus 2016 rights entitles you to Microsoft Office Professional Plus 2013 too).

      For more information, see Downgrade Rights.

    8. To track the cost of your software over its lifecycle, configure expense lines.
    9. To manage license keys, click the License Keys related list and specify which licenses keys are allocated to entitlements.
    10. To view the history of all maintenance entitlements that you have purchased, click the Entitlement History related list.
      For example, if you purchased two maintenance entitlements, M1 (which is now retired) and M2 (currently in use), the Entitlement History related link displays both M1 and M2.
    11. To view the history of the newly upgraded software model related to your entitlement and the previous software model, click the Upgrade History related list.
    12. Click Update.

    Result

    The entitlement is added to the Software Entitlement list.

    Example: Record software rights and user allocations

    After creating the software model for Microsoft Office 365, record the 100 software rights you have associated with the software product.

    Add the following information to the Software Entitlement form.

    Field Description
    Software model Microsoft Office 365 Enterprise E1
    Agreement type Generic
    License type Perpetual
    License metric Per User
    Purchased rights 100
    Unit cost 25.00
    General
    Serial number 12345
    Owned by Abel Tuter
    Sate In-use
    Company Microsoft
    Location 3260 Jay Street, Santa Clara, CA
    Department IT

    Click Save.

    Software Entitlement form with 100 rights for Microsoft Office 365

    After you've entered the purchased rights and unit costs, the Purchased rights, Active rights, Allocations available, and Total cost fields are generated automatically.

    Next, click the User Allocations section to record which users are consuming the software rights. Add Abraham Lincoln as a user.

    Add user allocation to Software Entitlement form

    Track your software downgrade rights by clicking the Downgrade Rights related list and completing the form.

    Adding downgrade rights for the Microsoft Office 365 software entitlement

    The Expense Lines related list displays the total cost calculated when you entered the entitlement information.

    To add a license key, click the License Keys related list.

    Because there are no additional entitlements associated with the one you created, the Entitlement Histories and Upgrade Histories related list don't display any additional information.

    Click Update.

    What to do next

    After you've created an entitlement, you can begin viewing software usage.
    Related concepts
    • Software models and entitlements
    • Software license metrics
    Related reference
    • Software entitlement fields

    Tags:

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    Release version
    Choose your release version

      Record software rights and user allocations

      • 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

      Record software rights and user allocations

      Record your license details and allocate purchased software rights to users or devices by adding a software entitlement.

      Before you begin

      Role required: sam_user

      About this task

      These instructions are for manually creating software entitlements or maintenance entitlements one at a time. If you already have software entitlements, you can import the software entitlements easily using the drag-and-drop interface.

      To automate the process of creating a software entitlement, specify a publisher part number in the software entitlement form. Based on the publisher part number, the software model, metric group, agreement type, and software lifecycle data (if it exists) automatically appears in the form.

      If you installed SaaS License Management, a software model is generated automatically after you create an integration profile. Create an entitlement for the software model to track software used against software owned. For more information about tracking SaaS licenses and usage, see View SaaS usage and cost.

      If you installed the SAP publisher pack, see Record software rights for SAP.

      If you installed the Citrix publisher pack, see Record software rights for Citrix

      Procedure

      1. Navigate to Software Asset > Licensing > Software Entitlements.
      2. Click New.
      3. On the Software Entitlement form, fill in the details about the software publisher rights that you've purchased.
      4. Right-click the form header and select Save.
      5. To perform additional configuration, select the software entitlement record in the Software Entitlements list.
      6. To specify users and devices that have software rights allocated to them, click the User Allocations or Device Allocations section.
      7. To track your software downgrade rights, click the Downgrade Rights related list and specify the version.
        Creating a new record allows you to set an entitlement to previous versions of software. For example, the purchase of Microsoft Office Professional Plus 2016 rights entitles you to Microsoft Office Professional Plus 2013 too).

        For more information, see Downgrade Rights.

      8. To track the cost of your software over its lifecycle, configure expense lines.
      9. To manage license keys, click the License Keys related list and specify which licenses keys are allocated to entitlements.
      10. To view the history of all maintenance entitlements that you have purchased, click the Entitlement History related list.
        For example, if you purchased two maintenance entitlements, M1 (which is now retired) and M2 (currently in use), the Entitlement History related link displays both M1 and M2.
      11. To view the history of the newly upgraded software model related to your entitlement and the previous software model, click the Upgrade History related list.
      12. Click Update.

      Result

      The entitlement is added to the Software Entitlement list.

      Example: Record software rights and user allocations

      After creating the software model for Microsoft Office 365, record the 100 software rights you have associated with the software product.

      Add the following information to the Software Entitlement form.

      Field Description
      Software model Microsoft Office 365 Enterprise E1
      Agreement type Generic
      License type Perpetual
      License metric Per User
      Purchased rights 100
      Unit cost 25.00
      General
      Serial number 12345
      Owned by Abel Tuter
      Sate In-use
      Company Microsoft
      Location 3260 Jay Street, Santa Clara, CA
      Department IT

      Click Save.

      Software Entitlement form with 100 rights for Microsoft Office 365

      After you've entered the purchased rights and unit costs, the Purchased rights, Active rights, Allocations available, and Total cost fields are generated automatically.

      Next, click the User Allocations section to record which users are consuming the software rights. Add Abraham Lincoln as a user.

      Add user allocation to Software Entitlement form

      Track your software downgrade rights by clicking the Downgrade Rights related list and completing the form.

      Adding downgrade rights for the Microsoft Office 365 software entitlement

      The Expense Lines related list displays the total cost calculated when you entered the entitlement information.

      To add a license key, click the License Keys related list.

      Because there are no additional entitlements associated with the one you created, the Entitlement Histories and Upgrade Histories related list don't display any additional information.

      Click Update.

      What to do next

      After you've created an entitlement, you can begin viewing software usage.
      Related concepts
      • Software models and entitlements
      • Software license metrics
      Related reference
      • Software entitlement fields

      Tags:

      Feedback

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