License Management Guide
Getting Started
What you should know
Where your data comes from
- Master data about your organization
- Do you need company codes?
- Master data about people in your organization
- Inventory data about your devices and infrastructure
- Other data
- How to fight data defects
- Processes - what processes?
Setting up your SAM tool
Understanding
Basics
- Tool overview
- Data overview
- What is a Fingerprint
- What is a Software Product
- What is a License Model
- What is a License Requirement
- What is license assignment
- What is consolidation of license requirements
- What is a License
- What is a License Pool
- What is a Contract or a Volume License Agreement
License Intelligence Service (LIS)
User interface
- Navigation
- Search for specific data
- Filter search results
- Preview items
- Remember your favorites
- Edit an item
- Execute actions on selected items
- Notifications about background activities
- Standard access rights for users
Data background processing
- Understand
- Configure
Dashboards and reports
Advanced principles
- Priority of license requirement consolidation logic
- Automatic change of license model with downgrades
- Licensing load-balanced virtual machines
- License mobility with virtual machines
- Configure remote application usage and platform access tracking
- Create license requirements for Software-as-a-Service (SaaS)
Using
Managing your purchased licenses and subscriptions
- Creating a new or editing an existing license
- Importing licenses using the standard template
- Validation of purchased license when saving changes
- Fixing failed validation of an invalid license
- Creating a new license from a SKU
- Updating a license based on a matching part number (SKU)
- Adding base licenses to a license
- Adding base licenses to a license conversion
- Changing ownership of a license (transferring a license)
- Using license pools to provide licenses and control entitlement
- Checking usage status and possible entitlements of licenses
- Handling the end of maintenance for a license
- Getting informed about expiring licenses
Track required licenses
- Creating license requirements manually
- Defining license requirements for software products
- Configure automatic determination of license requirements
- Automating license requirements from installed applications
- Automating license requirements from a user or device group
- Automating license requirements for client access (CAL)
- Automating license requirements from remote application usage
- Automating license requirements based on rules (with examples)
- Automating license requirements for Matrix42 Enterprise Service Management
- Consolidating license requirements for suites
- Licensing of multiple versions of same software for same consumer
- Checking for possible entitlement of license requirements
Manage compliance with software products
- Checking status of software products
- Setting a baseline for software products
- Setting confirmation mode for software products
- Set reporting scope for software products
- Trend analysis for software products
- Unused installations for software products
- Applying LIS template for software products
- Dealing with a discontinued LIS template for a software product
- Viewing the license library for software products
- Setting a license custodian for software products (only with company codes)
Optimize your costs
- Determine unused software
- Determine unused licenses maintenance
- Determine unnecessary upgrades and updates
- Determine dead assets