HP Asset Manager SAM Best Practice package

Transcription

1 HP Asset Maager SAM Best Practice package Software versio: Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware Documet Release Date: 5 August 2011 Software Release Date: August 2011

2 Legal Notices Copyright Notices Copyright Hewlett-Packard Developmet Compay, L.P. Restricted Rights Leged Cofidetial computer software. Valid licese from HP required for possessio, use or copyig. Cosistet with FAR ad , Commercial Computer Software, Computer Software Documetatio, ad Techical Data for Commercial Items are licesed to the U.S. Govermet uder vedor's stadard commercial licese. Warraty The oly warraties for HP products ad services are set forth i the express warraty statemets accompayig such products ad services. Nothig herei should be costrued as costitutig a additioal warraty. HP shall ot be liable for techical or editorial errors or omissios cotaied herei. The iformatio cotaied herei is subject to chage without otice. For iformatio about third-party ad/or ope source licese agreemets, or to view ope source code, use oe of the followig ways: I the ThirdParty directory of the Asset Maager istallatio CD-ROM I the directories i which the biary files of the third-party ad/or ope source tools are located after istallatio of the software. Through the compoet's url idicated i the Asset Maager Ope Source ad Third-Party Software Licese Agreemets guide Trademark Notices Adobe, Adobe logo, Acrobat ad Acrobat Logo are trademarks of Adobe Systems Icorporated. Corel ad Corel logo are trademarks or registered trademarks of Corel Corporatio or Corel Corporatio Limited. Java is a registered trademark of Oracle ad/or its affiliates. Microsoft, Widows, Widows NT, Widows XP, Widows Mobile ad Widows Vista are U.S. registered trademarks of Microsoft Corporatio. Oracle is a registered trademark of Oracle Corporatio ad/or its affiliates. UNIX is a registered trademark of The Ope Group. Ackowledgemets This product icludes software developed by the Apache Software Foudatio ( [ which is Copyright The Apache Software Foudatio. All rights reserved. This product icludes software developed by The OpeLDAP Foudatio, which is Copyright, The OpeLDAP Foudatio, Redwood City, Califoria, USA. All Rights Reserved. OpeLDAP is a registered trademark of the OpeLDAP Foudatio. This product icludes software developed by the OpeSSL Project for use i the OpeSSL Toolkit ( which is Copyright The OpeSSL Project. All rights reserved. This product icludes software developed by the OpeSymphoy Group ( which is Copyright The OpeSymphoy Group. All rights reserved. This product icludes code licesed from RSA Data Security. This product icludes software developed by the JDOM Project ( which is Copyright Jaso Huter & Brett McLaughli. All rights reserved. Build umber: 103

3 Table of Cotets Itroductio I this versio Overview of this guide How to use the rest of this guide Related documetatio Chapter 1. Software publisher licesig model overview Microsoft licesig model Adobe licesig model Oracle licesig model IBM licesig model VMware licesig model Chapter 2. Istallig ad Cofigurig the SAM Best Practice package Prerequisites Itegratio cosideratios ad preparatios Istallig the SAM Best Practice package Adaptig the SAM Best Practice package to your eviromet Customizig the SAM Best Practice package cotet HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 3

4 Makig the SAM Best Practice Crystal Reports available to the Asset Maager Web cliet Chapter 3. Usig the SAM Best Practice package.. 43 Usig the SAM Best Practice package o top of the Asset Maager Software Asset Maagemet module Usig the SAM Best Practice wizards Usig the SAM Best Practice Crystal Reports Checkig software compliace Solvig software compliace Chapter 4. Upgradig the SAM Best Practice package A. Appedix: Automatio mechaism Pre-calculatio workflows Software couters batch calculatio Dashboard geeratio Licese versio update accordig to maiteace cotract Automatic removal of ivalid liks betwee licese models ad servers B. Appedix: Developer's referece Fuctios used to geerate statistics HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

5 Itroductio The SAM Best Practice package is a add-o of Asset Maager. It cotais a collectio of software compoets ad features which streamlie the maagemet of licese cotracts ad software licese compliace for a prioritized list of software titles from software publishers such as Microsoft, Adobe, Oracle, IBM, ad VMware. The templates, models ad software couters provided with the SAM Best Practice package embody the HP best practices for software asset maagemet. The SAM Best Practice package ca be dowloaded from the SSO portal ( or BSA Essetials Network ( To access either of the web sites, you will eed a HP Passport accout. Note: This versio of the SAM Best Practice package oly covers the software products from Microsoft, Adobe, Oracle, IBM, ad VMware. The cotet of the SAM Best Practice package will be updated o a regular basis to help you maage compliace for more software titles from various software vedors. I this versio This sectio details the compoets that will be imported ito the Asset Maager database whe you istall the curret versio of SAM Best Practice package. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 5

6 It also covers the support matrix ad the fuctioal ehacemets (if applicable) itroduced i this SAM Best Practice package. Note: The cotet of the package ca be istalled ito the Asset Maager database as istructed i Istallig ad Cofigurig the SAM Best Practice package [page 29]. What's ew This sectio lists the ew features ad compoets itroduced i versio of the SAM Best Practice package. Newly supported software titles The followig software titles from Microsoft ad VMWare have bee added to the scope of the SAM Best Practice package: Microsoft Widows Server Dataceter (2003, 2008) SQL Server Stadard 2008 R2 SQL Server Eterprise 2008 R2 VMware Workstatio (6.x, 7.x) VMware ESX Server Foudatio 3.5 VMware ESX Server Stadard (3.5, 4) VMware ESX Server Advaced 4 VMware ESX Server Eterprise (3.5, 4) VMware ESX Server Eterprise Plus 4 VMware ESXi Server Foudatio 3.5 VMware ESXi Server Stadard (3.5, 4) VMware ESXi Server Advaced 4 VMware ESXi Server Eterprise (3.5, 4) VMware ESXi Server Eterprise Plus 4 Newly added compoets This sectio lists the features ad compoets added i versio of the package. For a comprehesive list of all the cotets icluded i the SAM Best Practice package, see SAM Best Practice compoets delivered (cumulative) [page 13]. Geeric compoets Workflow: Update versio of liceses uder maiteace (Referece: syssam4maintenance_w) 6 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

7 This workflow is itroduced i caterig to the commo rule for the differet software publishers covered by the SAM Best Practice package: if a licese is uder maiteace, the user is authorized to upgrade the applicatio covered by the maiteace cotract to the latest released versios; if a licese is uder maiteace for a period, the licese etitles the applicatio to upgrade to the last versio released before the maiteace cotract ed date. This workflow checks periodically the latest applicatio versio that the purchased licese (which associates with a maiteace cotact) gives etitlemets to, ad update the licese model to the latest versio withi the cotract etitlemet. For example, if a Office Stadard 2003 licese was purchased i 2004 with a three years' software assurace from 2004 to 2007; ad if the software assurace was ot reewed for the licese, this licese will give etitlemet to istall Microsoft Office Stadard Therefore, the workflow will upgrade the licese to Office 2007 Stadard as it is etitled by the iitially purchased licese. The software couters will cout the liceses accordig to their actual etitlemets ad the dowgrade right which ca be retrieved from the View Liked Couters wizard, ad will roll dow the right i excess of the latest versio to the previous oe. The historical release dates of each software title for the Uited States are stored as values of correspodig itemized list i the SAM Best Practice package, Appedix A: Licese versio update accordig to maiteace cotract [page 59]. You ca customize the provided release dates with dates specific to the locatio where the software liceses were purchased. You ca also create ew itemized lists to exted this workflow to liceses that are ot covered by the SAM Best Practice package. Note: The barcodes of the SAM Best Practice package licese models are used i the value of the itemized lists. For example, the value of the amsam4msofficeet_us itemized list is SAM4MS_OFFICE_2007_ENT_LIC:2006/11/30. If you create specific licese models, you will eed to update accordigly the itemized lists. Note: Make sure you have activated the historizatio o the amasset.lmodelid field to track the licese dow to its iitial versio. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 7

8 Note: This workflow oly applies to software liceses whose Assigmet is I use or I stock. Note: You ca choose to deactivate this workflow if you wat to avoid chagig your licese models. However, you will eed to check that the workflow is still deactivated after each ew import of the package. Workflow: Software couters batch calculatio (Referece: syssam4calculate_wk) This workflow is lauched periodically to refresh all software couters results. It eables that: User ca immediately view the latest software licese usage statistics (without havig to click the Calculate butto for each software couter) upo opeig the software couters scree. Dashboard ca be geerated efficietly based o the latest software couter results. Note: The software couter accuracy depeds o the frequecy of this workflow. You may icrease the executio frequecy or ru the triggered scripts maually before creatig a report from the dashboard for istace. Note: The Software couters batch calculatio workflow relies o the iput provided by the pre-calculatio workflows, ad its outcomes serve as a prerequisite of geeratig the SAM dashboard. Therefore, you have to respect the followig sequece whe usig the automatio machaism: 1 Ru the pre-calculatio workflows. 2 Ru the software couters batch calculatio workflow. 3 View the dashboard. See Appedix: Automatio mechaism [page 57] for the detailed iformatio of each workflow ad their mutual depedecies. VMware specific cotets Dashboard u VMWare (SQL ame: syssamvmware_welcome) Locatio o the avigatio bar: 8 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

9 Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice/Dashboard Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice/Dashboard Brad u VMware (Barcode: VMW) Cotract models VMware Licese Cotract (SAM4VMWLiceseCotract) VMware Maiteace Cotract (SAM4VMWMaitCotract) Cotract templates VMW ELA VMW VPP VMW Mait Cotract Statistics u VMware Licese Maiteace reewals (SAM4VMWARE_MAINTCONTRACT) Software publisher-specific cotets u Workflow: Automatic removal of ivalid liks betwee licese models ad servers (Referece: syssam4removelink_wk) This workflow is lauched automatically to remove the lik betwee Oracle/SQL/VMware licese models ad servers whe the applicatio has bee uistalled or perhaps replaced by aother versio. I the latter circumstace, user has to rebid the licese models ad servers usig the Lik / ulik servers with licese editios wizard. Software title/product lie-specific cotets Istallatio models, licese models, software couters ad associated queries have bee added for those Newly supported software titles [page 6]. Statistics (per product lie) VMware Workstatio (SAM4VMWARE_WORKSTATION) VMware ESX ad ESXi Server (SAM4VMWARE_ESX_ESXI_SERVER) Ehacemets The dashboard geeratio mechaism has bee ehaced: The data used to geerate the dashboards is obtaied from the result retured by the Software couters batch calculatio workflow istead of real-time calculatio. Therefore, dashboards are redered quickly upo requested. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 9

10 The Lik/Ulik Oracle/SQL Server licese models with servers (SQL ame: syssambplikcomputermodel) has bee reamed to Lik / ulik servers with licese editios ad the fuctioality has bee exteded to support Microsoft SQL server 2008 R2 ad VMWare products. The Mobile Device Couter Actio (SQL ame: syssam4ms_mob_dev_cnt_actio) has bee ehaced: A variable strportablenetworkdevice has bee added to the actio scripts so that you ca eumerate the mobile device types recogized i your ow eviromet. The default value is strportablenetworkdevice="'laptop','mobile PHONE','DIGITAL CAMERA','PORTABLE MEDIA PLAYER','ROUTER','SWITCH'". You have to update the default values with the actual values used i your ow eviromet, which ca be foud i the amcomputertype itemized list (accessed from Admiistratio/ System/ Itemized lists avigatio meu). For localizatio eviromet, the value of this variable should be i localizatio laguage. The Microsoft software couter pre-calculate workflow (SQL ame: syssam4ms_ms_wk) has bee ehaced: To improve the Microsoft software couter's performace, a SQL server et cpu cout actio (SQL ame: syssam4ms_sql_ent_cnt_actio) has bee added to this workflow so that the workflow will periodically cout the istallatios/utilizatios of Microsoft SQL server Eterprise Editio licesed per CPU. The Software couters (SQL ame: amsoftliccouter) scree has bee ehaced: Highlight the o-compliat records A calculated field Missig Liceses (Software-Couters) (SQL ame: Missig_Liceses_SoftLicCouter) has bee added to the amsoftliccouter table, so that o-compliat records will be displayed i red fot by settig the Color property (accessed by selectig Cofigure list from the cotextual meu of the Software couters scree) to this calculated field. Show the fiacial cost o the software liceses to facilitate your decisio A calculated field Couter Related Liceses Costs (SQL ame: CouterRelatedLicesesCosts) has bee added to retrieve how much you have already spet (i your local currecy) o the liceses of certai software till ow. A calculated field Cost For Compliace (SQL ame: CostForCompliace) has bee added to ackowledge you how much you still eed to ivest (i US dollars) i order to keep certai software compliat. 10 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

11 Eable you to get access to the details of the software istallatios couted by a software couter A View related software istallatios (SQL ame: syssambprleatedswistallatio) has bee added ad assoicated to the Software couters scree. You ca view the liked software istallatios of a certer software couter by selectig Actio/ View related software istallatios from the cotext meu of the couter. The Results of the software couters (SQL ame: amsoftliccouterresult) scree has bee ehaced: The amrightsusescout table is displayed as a liked table i the Results page of the Results of the software couters scree. A calculated field Missig Liceses (Use-Rights) (SQL ame: Missig_Liceses_Use_Rights) has bee added to the amrightsusescout table so that o-compliat records will be displayed i red fot by settig the Color property (accessed by selectig Cofigure list from the cotextual meu of the liked amrightsusescout table) to this calculated field. Scope of the SAM Best Practice package This versio of SAM Best Practice package covers the followig software titles: Note: This list will be exteded regularly i future releases of the SAM Best Practice package. If the software for which you wat to maage licese compliace is ot i the followig list, you are free to create ew software couters to track ad maage compliace for the software. However, be aware that creatig software couters requires extesive ad i-depth kowledge of Asset Maager, its database structure ad AQL laguage. Microsoft software titles i scope Microsoft Office Stadard (XP, 2003, 2007, 2010) Microsoft Office Pro (XP, 2003, 2007, 2010) Microsoft Office Eterprise 2007 Microsoft Office Ultimate 2007 Microsoft Visio Stadard (2002, 2003, 2007, 2010) Microsoft Visio Pro (2002, 2003, 2007, 2010) Microsoft Visio Premium 2010 (32- ad 64-bit) Microsoft Project Stadard (2003, 2007, 2010) Microsoft Project Pro (2003, 2007, 2010) HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 11

12 Microsoft Widows Server Stadard Editio (2003, 2003 R2, 2008, 2008 R2) Microsoft Widows Server Eterprise Editio (2003, 2003 R2, 2008, 2008 R2) Microsoft Widows Server Web Editio 2003 Microsoft Widows Server Dataceter (2003, 2003 R2, 2008, 2008 R2) SQL Server Stadard Editio (2005, 2008, 2008 R2, 2008 R2 64-bit) SQL Server Eterprise Editio (2005, 2008, 2008 R2, 2008 R2 64-bit) Adobe software titles i scope Acrobat Stadard (8.0, 8.1.x, 8.2.x, 9.0, 9.1.x, 9.3.x) Acrobat Pro (8.0, 8.1.x, 8.2.x, 9.0, 9.1.x, 9.2.0, 9.3.x, 9.4.x) Acrobat Pro Exteded (9.0, 9.1.x, 9.2.0, 9.3.x, 9.4.x) Acrobat 3D (8.1.x, 8.2.x) Adobe Creative Suite Web Premium (3.0, 4.0) Adobe Creative Suite Web Stadard (3.0) Adobe Creative Suite Desig Premium (4.0.x) Acrobat Elemets (7) FrameMaker (8, 9.0.x) Photoshop Elemets (7, 8) Photoshop CS3 (10) Photoshop CS4 (11.0.x) Illustrator CS3 (13) Illustrator CS4 (14) Illustrator CS5 (15) Oracle software titles i scope Oracle Database 10g Stadard Editio (10.1, 10.2) Oracle Database 10g Stadard Oe Editio (10.1, 10.2) Oracle Database 10g Eterprise Editio (10.1, 10.2) Oracle Database 11g Stadard Editio (11.1, 11.2) Oracle Database 11g Stadard Oe Editio (11.1, 11.2) Oracle Database 11g Eterprise Editio (11.1, 11.2) Oracle Partitioig (10g, 11g) Oracle Real Applicatio Clusters (RAC) (10g, 11g) Oracle WebLogic Server Stadard editio (10.0, 10.3) Oracle WebLogic Server Eterprise editio (10.0, 10.3) Oracle WebLogic Server Suite (10.0, 10.3) Oracle WebLogic Server (9.2) 12 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

13 IBM software titles i scope IBM WebSphere Applicatio Server (6.1, 7.0) IBM DB2 Uiversal Database Eterprise Server Editio (8.1, 8.2, 9.1, 9.5, 9.7, 9.8) IBM DB2 Uiversal Database Express Editio (8.1, 8.2, 9.1, 9.5) IBM DB2 Uiversal Database Workgroup Editio (8.1, 8.2, 9.1, 9.7) VMware software titles i scope VMware Workstatio (6.x, 7.x) VMware ESX Server Foudatio 3.5 VMware ESX Server Stadard (3.5, 4) VMware ESX Server Advaced 4 VMware ESX Server Eterprise (3.5, 4) VMware ESX Server Eterprise Plus 4 VMware ESXi Server Foudatio 3.5 VMware ESXi Server Stadard (3.5, 4) VMware ESXi Server Advaced 4 VMware ESXi Server Eterprise (3.5, 4) VMware ESXi Server Eterprise Plus 4 SAM Best Practice compoets delivered (cumulative) Geeric compoets The followig compoets delivered i SAM Best Practice package are idepedet of software publisher ad titles: Fuctioal domais SAM Best Practice (SQL ame: SAMBP;) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet Reports (SQL ame: SAMBP_Reports) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 13

14 Wizards Create Software Cotract from template (syssambpcotract) The followig wizards are braches of the Create Software Cotract from template wizard. They are ot available from the avigatio bar. Create a Licese Cotract (syssambpcreatelicesecotract) Create a Maiteace Cotract (syssambpcreatemaitcotract) Create Software Licese (syssambpcreatelicese) Update existig liceses to use SAM Best Practice licese model (syssambpchagelicesemodel) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice For details o how to use these wizards, see Usig the SAM Best Practice wizards [page 44]. Reports List of cotract expeses (SAMBP_Cotract_Expeses) List of licese expeses (SAMBP_Licese_Expeses) List of uused software istallatio (SAMBP_uused_SW_istall) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice/Reports Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice/ Reports For details o how to use these reports, see Usig the SAM Best Practice Crystal Reports [page 47]. Workflows Software couters batch calculatio (Referece: syssam4calculate_wk) Update versio of liceses uder maiteace (Referece: syssam4maintenance_w) These workflows, together with the pre-calculatio workflows compose the automatio mechaism. See Appedix: Automatio mechaism [page 57] for the fuctioality of each workflow ad their mutual depedecies. Cotets specific to each software publisher Dashboard 14 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

15 Microsoft (SQL ame: syssamms_welcome) Adobe-A (SQL ame: syssamadb_welcome) Adobe-B (SQL ame: syssamadb_welcome2) Oracle (SQL ame: syssamoracle_welcome) IBM (SQL ame: syssamibm_welcome) VMWare (SQL ame: syssamvmware_welcome) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice/Dashboard Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice/Dashboard Brad Microsoft Visio Adobe Oracle IBM VMware Cotract models Microsoft Licese Cotract (barcode: SAM4MSLiceseCotract) Microsoft Maiteace Cotract (barcode: SAM4MSMaitaiCotract) Adobe Licese Cotract (barcode: SAM4ADBLiceseCotract) Adobe Maiteace Cotract (barcode: SAM4ADBMaitCotract) Oracle Licese Cotract (barcode: SAM4ORALiceseCotract) Oracle Maiteace Cotract (barcode: SAM4ORAMaitCotract) IBM Licese Cotract (barcode: SAM4IBMLiceseCotract) IBM Maiteace Cotract (barcode: SAM4IBMMaitaiCotract) VMware Licese Cotract (barcode: SAM4VMWLiceseCotract) VMware Maiteace Cotract (barcode: SAM4VMWMaitCotract) Cotract templates Microsoft BA (Microsoft Busiess Agreemet) Eterprise Agreemet u Eterprise Erollmet Select Agreemet u Select Erollmet Ope cotract Maiteace cotract Support Agreemet HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 15

16 Adobe CLP Adobe TLP Adobe Mait Cotract Oracle Cotract Oracle Mait. Cotr. IBM PA IBM PAE IBM Mait Cotract VMW ELA VMW VPP VMW Mait Cotract Statistics Microsoft Licese Software Assurace reewal (SAM4MS_MICROSOFT_MAINTCONTRACT) Adobe Licese Maiteace reewals (SAM4ADOBE_MAINTCONTRACT) Oracle Licese Maiteace reewals (SAM4ORACLE_MAINTCONTRACT) IBM Licese Maiteace reewals (SAM4IBM_MAINTCONTRACT) VMware Licese Maiteace reewals (SAM4VMWARE_MAINTCONTRACT) Cotets specific to each software title/ product lie The followig cotets correspod to each product lie or software title covered by the SAM Best Practice package. Oe record for each software versio will be iserted ito their respective tables durig the import. Statistics (per product lie) Microsoft Office (SAM4MS_MICROSOFT_OFFICE) Microsoft Office Project (SAM4MS_MICROSOFT_PROJECT) Microsoft Office Visio (SAM4MS_MICROSOFT_VISIO) Microsoft SQL Server (SAM4MS_MICROSOFT_SQLSERVER) Microsoft Widows Server (SAM4MS_MICROSOFT_WINSERVER) Adobe Acrobat (SAM4ADOBE_ACROBAT) Adobe Acrobat Elemets (SAM4ADOBE_ACROBAT_ELEMENTS) Adobe Acrobat Exteded (SAM4ADOBE_ACROBAT_EXTEND) Adobe Creative Suite (SAM4ADOBE_CREATIVE_SUITE) Adobe FrameMaker (SAM4ADOBE_FRAMEMAKER) Adobe Illustrator (SAM4ADOBE_ILLUSTRATOR) Adobe Photoshop (SAM4ADOBE_PHOTOSHOP) 16 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

17 Adobe Photoshop Elemets (SAM4ADOBE_PHOTOSHOP_ELEMENTS) Oracle Database (SAM4ORACLE_DATABASE) Oracle WebLogic (SAM4ORACLE_WEBLOGIC) IBM DB2 Uiversal Database (SAM4IBM_DB2) IBM Websphere Applicatio Server (SAM4IBM_WebSphere) VMware Workstatio (SAM4VMWARE_WORKSTATION) VMware ESX ad ESXi Server (SAM4VMWARE_ESX_ESXI_SERVER) Istallatio models (Models whose Nature is Software istallatio) Licese models (Models whose Nature is Software licese) Software couters ad associated queries Cotets specific to certai software publishers Wizard Lik/Ulik servers to licese editios (SQL ame: syssambplikcomputermodel) Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ SAM Best Practice Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ SAM Best Practice Workflows Microsoft software couter pre-calculate workflow (Referece: syssam4ms_ms_wk) - for Microsoft Office/Project/Visio, Widows Server Eterprise Editio ad SQL server Eterprise which is licesed per CPU Oracle Istallatio pre-cout (Referece: syssam4ora_ora_db) - for Oracle IBM Istallatio pre-cout (Referece: syssam4ibm_cnt_wk) Automatic removal of ivalid liks betwee licese models ad servers (Referece: syssam4removelink_wk) Demo data If you choose to import demo data, you additioally istall the followig cotets: Computers Liceses Software istallatios Models Natures Cost ceters HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 17

18 Budget ceters Cotracts Software versios supported This versio of SAM Best Practice package ca be used with Asset Maager 5.2x ad For iformatio o itegratio products supported by Asset Maager (such as HP Coect-It ad HP Discovery ad Depedecy Mappig Ivetory), refer to the Asset Maager Support Matrix at Kow issues, limitatios ad workarouds The followig issues ad limitatios exist i this versio of SAM Best Practice package. Curretly, SAM Best Practice package oly has Eglish versio. For software couters of IBM products, Microsoft Office/Project/Visio, Microsoft Widows server Stadard/Eterprise Editio, ad SQL Server Eterprise Editio licesed per CPU, the value of No. of uused istallatio caot reflect the umber of istallatios that are ot used. Whe SQL Server serves as the database, a issue prevets from Asset Maager from showig the calculated field Cost For Compliace (SQL ame: cf_costforcompliace) i lists. The refereced techical ote gives the solutio that cosists i addig the etry CostAsTextForSelect=0 i the Coectio defiitio of amdb.ii. Asset Maager relies o the iformatio retrieved by ivetory tool, ad must sometimes work aroud some limitatios. Due to the fact that Asset Maager caot get the computer types from HP Discovery ad Depedecy Mappig Ivetory, you have to maually specify them i Asset Maager. This operatio ca be performed by populatig the IT equipmet type field o the IT equipmet detail scree. Laptop is recogized as the portable device ad the rest of them are fixed devices. The idetificatio of virtualized eviromets relies o ivetory tools. The recogitio of virtual istaces is ot always complete. This has to be take ito accout to evaluate the accuracy of compliace reported by Asset Maager software couters. The IBM PVU ad Oracle Processor Core Factor licesig rules use sometimes server processor specificatios that are ot captured i the CPU type i the out-of-the-box DDMI-AM HP Coect-It scearios. To correctly allocate PVU poits or core factors, you eed to customize the 18 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

19 HP Coect-It sceario to capture the right iformatio ad esure a optimized software compliace reportig. Specifically, the mappig script for the amcomputer.cpuiteral elemet i the sceario mappigs should be updated to: Dim tmpstr As Strig If (IStr(1,[hwCpuData.hwCPUs(0).hwCPUDescriptio]," Xeo",1)>0) The tmpstr = LTrim(RightPartFromLeft([hwCpuData.hwCPUs(0).hwCPUDescripti o],"cpu")) tmpstr = LeftPart(tmpStr, " ") If (IStr(1, tmpstr, "Hz", 0)>0) The RetVal = "Itel Xeo" Else RetVal = "Itel Xeo " & tmpstr Ed If Else RetVal = [hwsmbios.hwsmbiosprocessoriformatio(0).hwsmbiosprocessor Versio] Ed If Due to the fact that HP Discovery ad Depedecy Mappig Ivetory caot detect the accurate Physical CPU cout (SQL Name: fcpunumber) for Xeo CPUs o AIX servers, you have to maually eter this value for AIX servers to esure precise PVU calculatio. Specifically, the mappig script for the amcomputer.fcpunumber elemet i the DDMI-AM HP Coect-It sceario mappigs should be updated to: Dim stros As Strig ' for VM Hosts ad Virtual Ceters If [Host.Device_ID] <> 0 The stros = [Host.Host_OS] & " "& [Host.Host_OSVersio] Else If iiscomputeravm = 1 The 'This is a virtual machie If iislparvpar = 0 The stros = [VMIformatio.VirtualDevice_OS] Else stros = [hwosdata.hwhostos] HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 19

20 Ed If Else ' for all other types of computers stros = ChooseKey ([hwosdata.hwhostos], [OperatigSystem.OperatigSy stem_name] ) Ed If Ed If If IStr(1,strOS,AIX,0)=0 The PifLogWarigMsg(This is a AIX istace. Please update value of fie ld fcpunumber maually.) PifIgoreNodeMappig Else RetVal = [hwcpudata.hwphysicalcpucout] Ed If So that the sceario will prompt the user to update it maually istead of overwritig the amcomputer.fcpunumber value durig importig. Overview of this guide This guide outlies the purpose of the SAM Best Practice package; it explais how to istall ad cofigure the SAM Best Practice package ad how to adapt the out-of-the-box applicatio data to your ow eviromet, so that you ca maage compliace for software titles covered by the SAM Best Practice package. What does the SAM Best Practice package do? The SAM Best Practice package is a extesio to the Asset Maager Software Asset Maagemet (SAM) module. It provides additioal features ad tools specifically desiged to help you maage licesig aspects of software products from publishers such as Microsoft, Adobe, Oracle, IBM, ad VMware. Beefits iclude the ability to help you uderstad ad cotrol software compliace which allows you to Avoid legal risks related to software compliace issues Optimize software ivestmets with a better use of liceses ad removal of uused istallatios ad realize substative savigs Who is the SAM Best Practice package iteded for? The SAM Best Practice package is iteded for orgaizatios that wat to maage ad cotrol licesig of some of the most popular software products from Microsoft, Adobe, Oracle, IBM, ad VMware. 20 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

21 Withi such orgaizatios, the SAM Best Practice package is likely to be used by the followig user roles: User Role IT admiistrator Asset Maager admiistrator Asset Maager licese maager Asset Maager cotract maager Asset Maager software maager Core SAM Best Practice task to istall core compoets to istall ad cofigure SAM Best Practice compoets to maage assets, software licese rights to maage cotracts for istallatios ad compliace maagemet See Adaptig the SAM Best Practice package to your eviromet [page 33] for the process ad user activities related with each user role. How to use the rest of this guide Software publisher licesig model overview This chapter itroduces the licesig model of the software publishers targeted for the SAM Best Practice package. Istallig ad Cofigurig the SAM Best Practice package This chapter describes how to istall the SAM Best Practice package, what are the prerequisite for istallig the package, ad the eeded cofiguratio ad customizatio for the SAM Best Practice to work i your eviromet. Usig the SAM Best Practice package This chapter explais how to use the SAM Best Practice package alog with the Software Asset Maagemet module to check ad solve software compliace issues for the software titles covered by the SAM Best Practice package. Upgradig the SAM Best Practice package This chapter explais how to upgrade the SAM Best Practice package. Related documetatio For details of the complete set of guides ad other support documetatio provided with Asset Maager, see the latest versio of the Asset Maager Release Notes. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 21

22 22 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

23 1 Software publisher licesig model overview This chapter explais the licesig rules of the software publishers targeted for the SAM Best Practice package, o which the calculatio algorithm for software compliace is based. Microsoft licesig model Microsoft licesig rules are described o the Microsoft Product Use Rights (PUR) website Microsoft desktop applicatios (such as Microsoft Office) are licesed per workstatio, with the possibility to istall a secod copy o a portable device (such as laptop) for the user. Microsoft server applicatios (such as SQL Server) ca be licesed per CPU or per server (with associated Cliet Access Liceses (CAL)). The decisio o which licese to purchase depeds o the user's specific use of the product ad the associated cost of the chose optio. You eed to licese your Widows Servers per server (for Stadard Editio ad Eterprise Editio) or per physical CPU (for Dataceter Editio), as well as purchase Cliet Access Liceses (CAL) for users who will access directly or idirectly Widows Server system. The SAM Best Practice package provides software couters for the server or CPU liceses. You ca create a per amed user software couter to HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 23

24 recocile users usig directly or idirectly Widows server ad procured CAL liceses; thereby, trackig your CAL compliace. The challege is that there is o ivetory iformatio that ca discover the user accessig directly or idirectly Widows Server. What the couter ca do is to compare Named etitlemets (or applicatio services cotracts) with licese rights. Microsoft also proposes some particular licesig rules for differet editios (such as Stadard Editio, Eterprise Editio ad DataCeter Editio) with regards to virtualizatio. A Widows Server Stadard Editio licese allows the user to istall a istace of the software o a virtual platform ad a physical server. A Widows Server Eterprise Editio licese allows the user to istall up to 4 virtual platforms o oe physical server. A Widows Server DataCeter Editio allows a ulimited umber of virtual istaces. SQL Server Stadard Editio eeds to be licesed o each platform (physical or virtual). For SQL Server Eterprise Editio CPU, the customer ca choose to licese all the CPUs of the physical server: all virtual istaces of this server will be covered. The customer ca also choose to licese the virtual istaces that are istalled o the physical server (that does ot have SQL server istalled o it) if the sum of CPU umbers o differet virtual istaces is below the umber of CPUs o the physical server. Adobe licesig model The Adobe product licese agreemets are available o the Adobe website: Without goig ito details for each product EULA, some major pricipals ca be foud: The Adobe products are licesed per istallatio, regardless of whether they are istalled o physical or virtual platforms. I dual boot cases, oe licese will be required for each Operatig System. If two versios of a product are istalled o a workstatio, two liceses will be required. Budles ca be partially istalled o a computer. However, it is ot allowed to split the istallatio of a budle to several workstatios. 24 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

25 Oracle licesig model Oracle provides various licesig models for differet products. This versio of SAM Best Practice package oly supports the per processor licesig model, which is more cost effective for a orgaizatio with may Oracle software users. Oracle Stadard ad Stadard Oe Editio use per-socket licesig scheme. I this schema, Required liceses = Physical CPU cout of a computer or server Oracle Eterprise Editio uses per-core licesig scheme, where the umber of cores should be take ito accout. I this scheme, the umber of required liceses is calculated usig the followig formula: Required liceses = Physical CPU cout of a computer or server * the co re cout i each CPU * Oracle Processor Core Factor Where, Oracle recogizes certai partitioig meas to determie or limit the umber of software liceses required for ay give server. For example, for a server with 32 physical CPUs istalled while is hard partitioed ad oly 16 CPUs are made available to ru Oracle, oly 16 CPUs are required to be licesed. Oracle Processor Core Factor varies for differet processor vedors ad differet processors, you ca fid the full list of the factor values i the Oracle Processor Core Factor table o the Oracle website: Oracle database Stadard Editio Oe, Stadard Editio ad Eterprise Editios have differet restrictios o the CPU couts of the database servers respectively. Eterprise Editio has o limitatio o the CPU couts. Stadard Editio typically rus o servers with oe to four CPUs. Stadard Editio Oe typically rus o servers with oe or two CPUs. If the result of the Required liceses is decimal, it will be rouded up to a iteger. For example, 3 liceses are required if the result is The Oracle Processor Core Factor table licesig also applies to Oracle optios (Partitioig ad RAC) ad WebLogic Server. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 25

26 IBM licesig model The IBM licesig rule is described i detail o the IBM website: IBM uses Processor Value Uit (PVU)-based licesig offerigs. The umber of PVUs required is based o the licesig offerig used, the processor techology ad the umber of processor cores available to the software to licese: For the Full Capacity licesig, the umber of PVUs to acquire should cover all the physical processor cores made available to the program to licese. For the Virtualizatio Capacity (Sub-Capacity) licesig, the umber of PVUs to acquire should cover the lower of the Full Capacity PVUs ad the sum of the virtual cores of the server. VMware licesig model The VMWare licesig rule is described i detail o the VMWare website. VMware workstatio is licesed per physical workstatio. VSphere 4, ESX/ESXi 4 (Stadard / Advaced / Eterprise / Eterprise Plus editios) licesig rules ca be refereced from A maximum umber of cores is defied for the differet editios: ESX/ESXi Stadard, Eterprise ad ESX Foudatio: 6 cores per processor restrictio ESX/ESXi Advaced, Eterprise Plus: 12 cores per processor restrictio The restrictio o the umber of cores per CPU is developed i For servers exceedig 6 or 12 cores limit, a factor will be applied to the umber of CPUs to deduct the umber of CPU liceses eeded. For istace, if you have CPUs with 8 cores per CPU, the factor will be 2 for ESX/ESXi Stadard, Eterprise ad ESX Foudatio ad 1 for ESX/ESXi Advaced, Eterprise Plus. If the umber of cores per CPU is 14, the factor will be 3 for the etry editios ad 2 for Advaced ad Eterprise plus. If there is more tha 256 GB of physical memory, the Eterprise Plus editio must be used as described i 26 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

27 VMWare Ifrastructure 3.5, ESX/ESXi 3.5 (Foudatio / Stadard / Eterprise editios) licesig rules ca be refereced from The maximum umber of cores per CPU is 6. There is o limit o RAM. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 27

28 28 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

29 2 Istallig ad Cofigurig the SAM Best Practice package This chapter describes how to istall, cofigure, ad customize the SAM Best Practice package. Prerequisites The SAM Best Practice package must be istalled o a Widows computer. The computer should have Asset Maager istalled ad the coectio to a Asset Maager database should have bee successfully established. Admiistrator privilege is required to istall the package. Itegratio cosideratios ad preparatios The SAM Best Practice package relies o itegratio with several other software compoets to gather details of software istallatios, liceses ad licese cotracts. While cotracts ad liceses ca be fully maaged i Asset Maager, software ivetory iformatio will ecessarily come from a ivetory tool. The reliability of this tool is key for successful software asset maagemet. HP Discovery ad Depedecy Mappig Ivetory (DDMI) provides high quality HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 29

30 software istallatio ad utilizatio iformatio, thaks to its multi-platform software recogitio capabilities ad rich software libraries. Besides the SAM Best Practice package, you should have the followig products ad compoets istalled ad itegrated i your eviromet: Asset Maager with the followig modules activated: Software Asset Maagemet optio Cotracts Asset Portfolio Note: To activate a module i the Widows cliet, select the File/ Maage modules... meu optio ad select the modules you eed to activate (Software assets, Cotracts, ad Portfolio). Click OK. HP Coect-It The recommeded best practice is to import software istallatios ivetoried by HP Discovery ad Depedecy Mappig Ivetory usig the HP Coect-It scearios (which are located i the \sceario\ed\ddmi<ddmi versio umber>\ddmi<ddmi versio umber>am<am versio umber> folder of your HP Coect-It istallatio folder). Either of the followig scearios ca be used to import software istallatios ito Asset Maager: ddmiam_sw.sc or ddmiam.sc This sceario creates software istallatios ad related models. ddmiam-sworm_sw.sc or ddmiam-sworm.sc This sceario uses the amivetmodel table that allows mappig betwee discovered models (that may come from differet ivetory tools) ad defiitive models maaged i Asset Maager. Note: From HP Coect-It 4.11 o, software istallatios are imported separately from other ivetory iformatio for better performaces (i _sw scearios). However, the records created i Asset Maager are the same. You eed to cofigure the sceario correctly ad schedule it to perform a iitial import followed by regular sychroizatios. For further details see the HP Coect-It documetatio, ad i the Asset Maager guide called Software assets, the Software istallatios ad utilizatios maagemet chapter, Create istallatios/utilizatios automatically sectio. 30 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

31 A ivetory tool, such as HP Discovery ad Depedecy Mappig Ivetory Note: Although the SAM Best Practice package works with ay ivetory tool, the desig of the SAM Best Practice package is based o the ivetory mechaism of HP Discovery ad Depedecy Mappig Ivetory. Usig HP Discovery ad Depedecy Mappig Ivetory as the ivetory tool guaratees immediate beefits with miimum efforts spet o recofiguratio ad customizatio. If you are usig aother ivetory tool, you eed to perform this additioal procedure: Modifyig the istallatio models recociled by the software couters [page 35]. If you are usig HP Discovery ad Depedecy Mappig Ivetory, make sure the latest versio of the Discovery Kowledge (DK) package is istalled with HP Discovery ad Depedecy Mappig Ivetory. You ca fid the DK package updates from the SSO portal site, by searchig i the keyword field o Discovery Kowledge. (To access the SSO portal you will eed a HP Passport accout). Crystal Reports Server or SAP BusiessObjects Eterprise I order to display Crystal Reports o Asset Maager Web cliet, Crystal Reports Server (or SAP BusiessObjects Eterprise) must be istalled ad have access to the server hostig the Asset Maager database. Some additioal cofiguratios are required to display the SAM Best Practice reports o Asset Maager Web cliet, as explaied i Makig the SAM Best Practice Crystal Reports available to the Asset Maager Web cliet [page 39]. Asset Maager must have bee cofigured for itegratio with Crystal Reports. Refer to the Asset Maager Advaced use guide, chapter SAP Crystal Reports, sectio Istallig ad cofigurig to eable Asset Maager Web cliets to access reports stored i the SAP BusiessObjects Eterprise database. Note: Refer to Software versios supported [page 18] for what versios of itegratio products are supported or validated. Detailed istallatio ad itegratio procedures are give i the documetatio accompayig each product. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 31

32 Istallig the SAM Best Practice package Note: It is advised to test the istallatio o a test database copied from your productio eviromet ad back up your database before istallig the package i productio. Note: The istallatio executable is available oly i 32-bit eviromet. Please cotact HP Support for the source files if you wat to use SAM Best Practice package i 64-bit eviromet. 1 Ucompress the cotet of package to a temporary folder. 2 Ru the SAM BP istaller exe executable from the folder. 3 Follow the o-scree istructios to istall the package. 4 O the last page of the istallatio wizard, pay close attetio to the errors (prefixed with [Error]) i the istallatio log. Resolve all the errors. Note: Oe commo cause for errors is that you have customized the database schema ad altered the itegrity rules of the fields ad tables that SAM Best Practice package cocers. For example, New madatory fields beig added or existig optioal fields beig made madatory The uiqueess of the field values beig chaged by turig some fields ito uique idex These chages make the records beig imported icompatible with ad rejected by the destiatio database. I this case, you eed to modify the database structure (or restore the chages that have altered the database itegrity rule) to avoid icompatibility ad record rejectios. Note: Whe the istallatio is completed, the lie-of-busiess data ad software compoets described i SAM Best Practice compoets delivered (cumulative) [page 13] are imported ito the Asset Maager database. 32 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

33 Adaptig the SAM Best Practice package to your eviromet Before the SAM Best Practice package ca be used to check ad solve software compliace, some preparatio has to be made so that the solutio ca work i your eviromet. This ca ivolve differet roles i your orgaizatio. The followig presets a high level overview of how the SAM Best Practice package ca be used by differet roles i your orgaizatio. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 33

34 The preparatory tasks you eed to complete deped o aswers to the followig questios: Whether you have created licese models ad liceses that are covered by the SAM Best Practice package. If yes, you ca do either of the followig: Update the SAM Best Practice package software couters to take ito accout the licese models you created previously. See Modifyig the licese models recociled by the software couters [page 34] Update the licese models of the existig liceses with the SAM Best Practice licese models. See Usig the Update existig liceses to use SAM Best Practice licese model wizard [page 46] If ot, you ca create liceses based o the SAM Best Practice licese models, usig the Create Software Licese wizard. Refer to Creatig liceses with the Create software licese wizard [page 45] How you ivetory ad import the ivetoried software istallatios If you are i the followig sceario, you do ot eed to modify the istallatio models recociled by the software couters: You use DDMI as the ivetory tool, ad You use the ddmiam_sw.sc or ddmiam.sc HP Coect-It sceario to import the ivetoried software istallatios Note: Durig the import of istallatio models, the SAM Best Practice package will recocile o model Name ad Nature. If a istallatio model is foud, the SAM Best Practice package updates Barcode (barcode) of the istallatio models which will be used by the SAM Best Practice software couters. Otherwise, you eed to update the SAM Best Practice package software couters to take ito accout the existig istallatio models associated with the ivetoried software istallatios. See Modifyig the istallatio models recociled by the software couters [page 35] The sectios below describe how to modify the licese/istallatio models recociled by the SAM Best Practice software couters i the detail scree of the software couters. Modifyig the licese models recociled by the software couters 1 Display the couters. Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ Software couters 34 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware