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Matrix42 Self-Service Help Center

Settings for License Management

Overview

Click Settings navigation item in the Licenses application to view and edit current system settings.

General Information

  • Automatic change of license model with downgrades: Select the checkbox if the system should assign a downgradeable license to a license requirement when their original license models do not match. In this case the license model of a license requirement will be changed to correspond to the license model of the downgradeable license.
  • Enable license requirement confirmation mode: The enabled license requirement confirmation mode helps organizations identify the presence of unauthorized software. This allows those responsible for licenses to react quickly and reduce the number of licenses if necessary. The confirmation mode is normally activated; however, the system administrator can deactivate it.
    If enabled: License requirement records that are created automatically (for example, from AD group memberships, computer inventory, etc.) should be explicitly confirmed. However, the system can apply confirmation automatically for software products where Confirmation Mode is set to automatic. For software products that are linked to a catalog service, confirmation of license requirements occurs automatically based on the approved service bookings.
    If disabled: License requirements that are created automatically do not need explicit confirmation. They are already implicitly confirmed when created.
  • Delete Records of Removed Local Installation (after Days): Number of days after expiration of the Minimum Period of Entitlement (of a software product) when the record of the removed local installation will be deleted from the system. Please note that this period starts only after the Minimum Period of Entitlement has elapsed.
  • Delete Application Usage Data (after Days): Number of days after expiration of Minimum Period of Entitlement (of a software product) when the remote access/local usage record is deleted from the system. Please note that this period starts after the Minimum Period of Entitlement has elapsed. In case of local installations, the usage data is deleted only if the installation record does not exist anymore.
  • Asset Status Values Relevant for License Compliance: Select the statuses that will be considered when determining relevance for license compliance. If another status is assigned to an asset, this asset will not be accounted for license compliance.
  • Complex System Status Values Relevant for License Compliance: Select the statuses that will be considered when determining relevance for license compliance. If another status is assigned to a complex system, this complex system will not be accounted for license compliance.
  • Person Status Values Relevant for License Compliance: Select the statuses that determine whether a person can be assigned as a principal user for an asset. Persons with irrelevant statuses will not available for selection in the Manage Principal User wizard and in dialogs of assets.
  • Software Product Status Values Relevant for License Compliance: Select the statuses that will be considered when the system will be creating license requirements for software products. It will automatically generate license requirements only for software products with relevant statuses. License requirements for software products with other statuses will not be created automatically despite valid foundations. In addition, if the status of a software product changes to an irrelevant one, the corresponding license requirements will be deleted.
  • Embedded links in e-mails lead to: Depending on your selection, links in all e-mails sent from the system will open either Classic UI or UUX.

LIS Update

  • Enable automatic synchronization with LIS templates for all software products: The system synchronizes software products with the updated LIS templates. By using this option, system administrators can automate the synchronization with the updated LIS templates for all software products. As a rule, synchronization occurs either automatically or manually as defined for every single software product. By default it is automatic, but should be set to manual while it is under active compliance management to avoid unpredicted and unsolicited changes. For this reason, use this setting carefully. We recommend that you enable it for specific purposes only.
  • Upload licenses with SKU, but without an assigned software product: During the LIS update, the currently unclassified license information (only SKU and description) is uploaded to the LIS master server. Do not select this checkbox if you want to prevent unclassified license information from being uploaded.
  • Upload unclassified fingerprints: During the LIS update, the currently unclassified fingerprints are uploaded to the LIS master server. Do not select this checkbox if you want to prevent unclassified fingerprints from being uploaded.
  • Send Fingerprints of the Following Detection Types Only: During the LIS update, the currently unclassified fingerprints are uploaded to the LIS master server. In this drop-down list, you can select the detection types to be uploaded. Please do not change this setting without an appropriate reason.

Remote Application Usage Tracking

Tracking Agent

  • Enable remote usage tracking: Select the checkbox to activate remote usage tracking. This setting allows to check how applications are accessed and used on application hosts (i.e. computers in the network that provide application services to end users).

For detailed information on configuring remote usage tracking, refer to Remote Usage Licensing.

  • Application Service URL: If you enter the URL and leave the Use network sharing folder checkbox empty, the HTTP/HTTPS communication will be used to exchange data between the tracking agent and the server. The service URL should have the following format: https://SERVER/M42Services/LVCRemoteUsageService.svc where SERVER is a fully qualified domain name of Matrix42 Software Asset & Service Management server.
  • Use network sharing folder: Select the checkbox if file exchange via network share should be used for agent/server communication.
  • Config Folder Path: Enter the path to a folder with the tracking configuration file. This file is generated automatically by the License Management - Remote Usage Configuration engine activation after all required settings have been saved. The path should have the following format: \\SERVER\RemoteUsages\Config where SERVER is a fully qualified domain name of Matrix42 Software Asset & Service Management server.
  • Target Folder Path: Enter the path to a folder where the tracking agent will save remote usage files. The path should have the following format: \\SERVER\RemoteUsages\Inbox where SERVER is a fully qualified domain name of Matrix42 Software Asset & Service Management server.
  • Limited Computer List (comma separated): Specify a list of computers to be monitored by entering hostnames. If the field is empty, all computers in the system will be tracked for remote usage.
  • Use process credentials: This checkbox should be selected if you wish to use the implicit authentication. In this case the account used to run the tracking agent will also be used to access the Matrix42 Software Asset & Service Management server. Using this setting is preferred. Please note that this account should be registered in the system.
  • User Account, Password, and Domain: Specify credentials for the explicit authentication. These fields are editable if the Use process credentials checkbox is cleared.
  • Scan Interval (min): This setting determines how often computers are scanned for running processes.
  • Config Reload Interval (min): This setting determines how often the tracking agent will check for updates in the configuration file.
  • Report Interval (min): This setting determines how often the tracking agent will send remote usage files to the server.

Local Network

  • Local Network: Use the Plus button to enter IP ranges for the local network.