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

35 Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ Software couters 2 Display the detail of the couter to be modified. 3 Start the Modify the list of licese models to take ito accout... (syssamaddlic2couter) wizard. Select Add/Remove liceses to/from a compliace couter from the Actios... drop-dow list i the detail of the software couter (Web cliet). Click Licese o the right of the couter details (Widows cliet) 4 O the first page of the wizard, select the models to be associated with the couter from the available list of models. Note: Oly those licese models with the pre-defied licese types for that couter are available. 5 Click Add. 6 From the list o the lower part of the page, select the models to be removed from the couter. 7 Click Remove. 8 Click Next. 9 Click Fiish to exit the wizard. Modifyig the istallatio 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 Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ Software couters 2 Display the detail of the couter to be modified. 3 Start the Modify the list of istallatio models to take ito accout (syssamaddist2couter) wizard. Select Add/Remove istallatios to/from a compliace couter from the Actios... drop-dow list i the detail of the software couter (Web cliet). Click Istallatio o the right of the couter details (Widows cliet) HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 35

36 4 O the first page of the wizard, select the models to be associated with the couter from the available list of models. 5 Click Add. 6 From the list o the lower part of the page, select the models to be removed from the couter. 7 Click Remove. 8 Click Next. 9 Click Fiish to exit the wizard. Makig sure that the pre-cout workflows ca get correct istallatio poits Note: This sectio is oly applicable to the IBM ad Oracle pre-cout workflows. Accurate istallatio poits are key to the accuracy of software compliace maagemet. The way i which the istallatio poits are calculated may vary with software ad vedors. I simple licesig models, istallatio poits are ot used ad the software couters just cout the umber of istallatios. However, some applicatios have complex rules for calculatig istallatio poits cosumed by a istallatio uder differet cofiguratios. For example, IBM DB2 database server's istallatio poits may deped o the model of the server o which the software is istalled, the processor type, ad the processor model umber. SAM Best Practice package comes with several pre-cout workflows to calculate the istallatio poits for some software, takig ito accout the complex rules set by their publisher. These workflows are periodically executed to make sure that the istallatio poits are always up-to-date ad the calculatio results are always accurate. Out-of-the-box, these workflows work best with HP Discovery ad Depedecy Mappig Ivetory; their desig is based o which iformatio is retrieved by DDMI ad how the iformatio is preseted to Asset Maager. Normally customizatio is ot eeded if you are usig DDMI. Some customizatio is eeded if you are usig aother ivetory tool, which could discover, ivetory, ad preset iformatio i a totally differet maer. I this case, you first eed to esure that the iformatio required to calculate the istallatio poits ca be discovered by your ivetory tool ad imported ito your Asset Maager database. A customizatio may be eeded eve whe you are usig HP Discovery ad Depedecy Mappig Ivetory. Give the variety of hardware vedors, models ad discovery techologies that exist, there may be some circumstaces where the iformatio required to calculate the istallatio poits is ot available. 36 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

37 I either of the cases above, you have the followig customizatio optios: Modify the HP Coect-It sceario for the itegratio betwee your ivetory tool ad Asset Maager to comply with the way i which the istallatio poits are calculated by the existig workflow (ad the uderlyig script library). By doig this, you do ot eed to modify the script library. Add the ew CPU types created by your HP Coect-It sceario to the appropriate itemized lists so that the IBM or Oracle script library (which will be lauched by the pre-cout workflow to calculate the istallatio poits) uses them for allocatig the PVU poits or core factor accordig to the licesig rules outlied o the website of the publisher. Hadlig urecogized Processor Model Numbers used by the IBM ad Oracle pre-cout workflow The IBM Istallatio pre-cout ad Oracle Istallatio pre-cout workflow use processor types ad model umbers to calcuate the istallatio poits for IBM or Oracle software istalled o servers. If the processor type ad model umbers discovered by your ivetory tool are ot correctly recogized by the script libraries that allocate PVU poits or Core factors, the maximum istallatio poit (120 PVUs per core for IBM or 1 for Oracle) is give to the associated istallatio. Before usig IBM or Oracle couters to calculate compliaces, you may eed to maually check such istallatios ad if ecessary, modify the appropriate itemized lists or the correspodig HP Coect-It sceario to map the discovered processor type ad model umbers to correct istallatio poits to avoid iaccurate results. Such istallatios ca be idetified by a value of Approximated PVU cout or Approximated Core Factor cout for the amsoftistall.status field. You ca quickly query ad view all such istallatios by filterig the software istallatios table usig this criteria. Customizig the SAM Best Practice package cotet Itroductio You ca customize the out-of-the-box SAM Best Practice package to meet your busiess eeds. However, i order that SAM Best Practice ca work properly, certai data is ot allowed to be modified. Do ot chage the Bar Code (BarCode) of the istallatio models ad licese models if you do ot ited to modify the models associated with the HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 37

38 out-of-the-box software couter. Otherwise the liks betwee these models ad the software couters will be lost. Do ot chage the Bar Code (BarCode) of the software couters. Otherwise, the calculatio o licese compliace will ot be successful ad the dashboard will ot work properly. Do ot chage the Referece (Ref) field of the cotract template. Otherwise the cotract template will ot be take ito accout by the Create Software Cotract from template (syssambpcotract) wizard. Customizig software couters You may wat to customize the out-of-the-box software couters to adapt to the specific eed you have, i particular: Chage the Group by (Cotext) of the software couter result (by employee istead of by cost ceter for istace) This ca be doe by directly modifyig the correspodig field. Chage the Scope of applicatio (Defiitio) for the software couter (to restrict to a specific coutry for istace) This ca be doe by directly modifyig the correspodig field. Add etitlemet defiitios by checkig the Etitlemets cout (bcoutet) box, ad populatig the Etitlemets tab. Modify software utilizatio iformatio i the Uused software sectio of the Istallatios/Utilizatios tab. Warig: Whe customizig the software couters provided by the SAM Best Practice package, it is importat to duplicate the software couters to avoid havig the customizatios overwritte by future imports of the SAM Best Practice package. The out-of-the-box software couters beig duplicated serve as master couters. The duplicated couters will use the master couters' defiitios (query o software istallatios ad liceses, list of istallatio ad licese models recociled i the couter). Sice a duplicated software couter caot be modified by the wizards (Edit couter usig the wizards (bautomated) optio disabled), you eed to modify the master couter (particularly for the list of models recociled) through the wizards to have the duplicated couters automatically updated. See Adaptig the SAM Best Practice package to your eviromet [page 33] for procedures. 38 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

39 Orgaizig the model table hierarchy Durig the istallatio phase whe Models (ammodel) records are imported, the istaller first searches i the Asset Maager database if a record exists (recocilig o model Name ad Nature). If the record exists, the istaller updates the model. Otherwise, it iserts the record o the root of the Models (ammodel) table. You eed to put the iserted models i the proper positio i your model tree by populatig the Sub-model of (Paret) lik. Makig the SAM Best Practice Crystal Reports available to the Asset Maager Web cliet The SAM Best Practice Crystal Reports are stored i the Asset Maager database durig the import of distributio package compoets. They the become immediately available i the Widows cliet, but ot i the Web cliet. This sectio describes how to make the SAM Best Practice Crystal Reports available to the Asset Maager Web cliet. Importig the SAM Best Practice Crystal Reports to the Crystal Report Server database 1 Start the Crystal Report Server Import Wizard. 2 O the Source eviromet page, select Busiess Itelligece Archive Resource (BIAR) File as the source ad the select its locatio: <Asset Maager istallatio folder>\sambp\sambp_reports_en.biar 3 O the Destiatio eviromet page, eter the Crystal Reports Server database coectio parameters. 4 O the Select objects to import page: Select the Import folders ad objects optio, but do ot select ay sub-optios. Select the Import repository objects optio. Select the Import users ad users groups optio. Clear all other optios, ad the click Next. 5 A warig message will appear statig that importig documets without importig uiverses will cause relatioship loss betwee the documets ad uiverses. Igore this warig, ad the click Next. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 39

40 6 (For versio 2008 oly) O the Import sceario page, click Next. 7 O the Icremetal import page, select all optios, ad the click Next. 8 O the Users ad groups page select Everyoe ad Asset Maager, ad the click Next. 9 O the Folders ad objects page, select the Asset Maager - SAM Best Practice folder (this selects all sub-folders), ad the click Next. 10 O the last page, click Fiish to import the reports. 11 Exit the wizard. Makig reports i the Crystal Reports Server database available to the Asset Maager Web cliet After importig reports to the Crystal Report Server database, the reports ca be accessed via the Widows ad the Web cliets. For each report that you wat to make available to Web cliet users: 1 Start the Crystal Reports Server's Cetral Maagemet Cosole module ad coect the Cosole. 2 Select Folders i the Orgaize pael. 3 Ope the Asset Maager - SAM Best Practice folder. 4 Ope the report. 5 Note the followig property, for each of the reports you wat to make available: u File Example: frs://iput/a_117/002/000/629/1f048f a4.rpt I this example, you will ote the value 629. This is the idetifier of the report that eeds to be stored i the Asset Maager database. Tip: To get the idetifiers of the reports, you ca also execute a query similar to the followig with the Crystal Reports Server query builder: SELECT SI_NAME, SI_ID FROM CI_INFOOBJECTS WHERE SI_PROGID = 'Crystal Eterprise.Report' Aother possibility is to use the file geerated by the buildreportslist.bat utility. 40 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

41 6 Start the Asset Maager Widows or Web cliet. 7 Coect to the database. 8 Display the reports (Admiistratio/ Reportig/ Reports lik o the avigatio bar). 9 Select each SAM Best Practice report that was created durig the import of SAM Best Practice compoets, ad populate the followig field: Name of the field or lik File SQL ame of the field or lik FileName Commet Idetifier of the report i the Crystal Reports Server HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 41

42 42 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

43 3 Usig the SAM Best Practice package This chapter explais how to use the compoets provided with the SAM Best Practice package to create cotracts ad liceses, ad how to check software compliace by usig the software couters tailored for the software titles from the most popular software vedors. Usig the SAM Best Practice package o top of the Asset Maager Software Asset Maagemet module Asset Maager provides a optioal SAM module for software asset maagemet. This module provides comprehesive wizards ad tools to maage the full lifecycle of licese assets, uderstad costs ad track software compliace. The SAM Best Practice package is a additioal compoet deliverig SAM cotet that streamlies ad accelerates software asset maagemet implemetatio for targeted software publishers. Together they provide a suite of tools that ca be cofigured to maage ad moitor software istallatios ad licesig for software products i the scope of the SAM Best Practice package withi your eterprise. For further details about the SAM module icludig geeral cocepts ad backgroud, see the Asset Maager guide called Software assets. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 43

44 Usig the SAM Best Practice wizards The SAM Best Practice package lie-of-busiess data icludes two wizards which guide you through the creatio of cotracts ad licese details for the software that you wat to maage compliace. To modify liceses or cotracts, use the wizards provided with the Software Asset Maagemet module. For further details, see the Asset Maager guide called Software assets. Refer to the Licese cotract maagemet chapter, Modifyig a licese cotract sectio for how to modify a cotract. Refer to the Software licese maagemet chapter, Modify a software licese sectio for how to modify a licese. Creatig cotracts with the Create software cotract from template wizard The SAM Best Practice package provides a Create software cotract from template (syssambpcotract) wizard to help you defie the cotract details. The wizard takes ito accout the cotract templates for the selected software publishers, which are cotaied i the SAM Best Practice package. The wizard will take terms ad coditios from the cotract template. If a documet is attached to the cotract template, the wizard will lik the ew cotract created from the template to that documet. To create a licese cotract usig the wizard: 1 Start the wizard from uder the followig avigatio bar lik. 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 2 O the Choose a software cotract you wat to create page, select the type of cotract you wat to create. You have two optios: Create a software cotract This triggers the Create a Licese Cotract (syssambpcreatelicesecotract) wizard. Create a maiteace cotract This triggers the Create a Maiteace Cotract (syssambpcreatemaitcotract) wizard. 3 Web cliet: click Apply filter if you select the Create a maiteace cotract optio. 44 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

45 4 Select a cotract template from the list below. 5 Click OK. 6 Populate the pages of the wizard accordig to your eeds. 7 Click Fiish to validate all parameters. 8 Click OK to exit the wizard. For further details about how to populate the cotract details, see the Asset Maager guide called Cotracts Note: The cotract templates are excluded from the List of cotract expeses report. Creatig liceses with the Create software licese wizard Note: The wizard ca be oly used to create software liceses whose licese models are cotaied i the SAM Best Practice package. If you are ot usig those licese models, you ca create liceses usig the fuctioality provided with the SAM module. For further details, see the Asset Maager guide called Software assets, Software licese maagemet chapter, Create a software licese sectio. To create a licese usig the wizard: 1 Start the wizard from uder the followig avigatio bar lik. 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 2 Select a licese model from the Select licese model list. 3 Click Next. 4 Populate the details of the licese accordig to your eeds. Note: If you wat to lik a existig licese/maiteace cotract to the licese, the cotract eeds to meet the followig criteria: The cotract's Compay field must be populated The cotract's compay must have a Brad which is associated with the licese model selected i Step 2. Othewise the cotract will ot be available i the proposed list of cotracts. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 45

46 5 Click Next. 6 Click Fiish to exit the wizard. Note: If you have existig licese records i the Asset Maager database, you may cosider modifyig these liceses ad lik them to the models provided by the SAM Best Practice package. Hece, your liceses will be take ito accout by the software couters ad you will be able to create future liceses usig the SAM Best Practice package wizards. Usig the Update existig liceses to use SAM Best Practice licese model wizard This wizard is used to update the licese models of the existig liceses to those of the SAM Best Practice package, so that the existig liceses ca be take ito accout by the SAM Best Practice couters. Alteratively, you ca also update the software couters to recocile software istallatios with the existig licese models. See Modifyig the licese models recociled by the software couters [page 34] for details. To use the wizard: 1 Start the wizard from uder the followig avigatio bar lik. 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 2 Select licese models to update from the mai list. 3 Eter or choose a target SAM Best Practice licese model. 4 If you wat to cotiue o creatig additioal licese models, select the Loop o licese models update optio. 5 Click OK (Web cliet) or Fiish (Widows cliet). Usig the Lik / ulik servers with licese editios wizard Sice differet editios of some software (for istace Oracle Database ad SQL Server) have the same footprit o the server, which prevets HP Discovery ad Depedecy Mappig Ivetory from distiguishig them ad automatically likig them to the correspodig licese models, you eed to lik their licese models to the servers maually. This operatio is automated by this wizard 46 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

47 which will propose matchig servers with respect to the CPU cout restrictios for differet editios of software. For example, as described i the Software publisher licesig model overview [page 23], Oracle Database Stadard Editio Oe, Stadard Editio ad Eterprise Editios have differet restrictios o the CPU couts of the database servers. The Oracle Database Stadard Oe Editio licese model oly applies to servers with oe or two physical CPU couts. The followig istructs you how to lik/ulik a licese model with oe or more servers. 1 Start the wizard from uder the followig avigatio bar lik. 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 2 Select a optio accordig to your eeds: Lik database licese models with servers Delete the lik betwee database licese models ad servers 3 Click OK. 4 Select a licese model from the upper list. 5 Click Retrieve matchig servers. 6 From the lower list, select oe or more servers with which you wat to lik/ulik the licese models selected i the upper list. Tip: The lower list oly lists the servers which meet the CPU cout requiremet of the selected licese model. For example, if you select the Oracle10g Database 10 Stadard Oe Editio licese, oly servers with oe or two CPUs are listed. 7 Select the Loop o likig more or Loop o ulikig moreoptio if you wat to cotiue o creatig or deletig more liks. 8 (Widows cliet) Click Fiish. 9 Click OK. Usig the SAM Best Practice Crystal Reports The SAM Best Practice package imports three predefied reports to help you uderstad software cotract ad licese costs, as well as idetifyig the uused HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 47

48 software istallatios. This ca help you make iformed decisio o software budget forecast ad solvig software compliace issues. These reports are available uder the followig lik o the avigatio bar: 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 Note: To display Crystal Reports withi the Asset Maager Web cliet correctly, you eed to access the Web cliet usig URL with domai ame istead of IP address. List of cotract expeses This report lists expeses for licese cotracts from the specified software vedor, sorted by cotract Referece (ref). Note: This report does ot take ito accout the cotract templates delivered with the SAM Best Practice package, which are used as template to create actual cotracts oly. List of licese expeses This report lists licese expeses for software titles of the specified software vedor that are i the scope of the SAM Best Practice package, sorted by licese model Name (Name). List of uused software istallatios This report shows all istallatios ot used for a specified period of time for those software titles that are i the scope of the SAM Best Practice package, sorted by licese model Name (Name). Note: The reports will ot be visible i the Web cliet util you have followed the procedure explaied i Makig the SAM Best Practice Crystal Reports available to the Asset Maager Web cliet [page 39]. Geeratig reports To ru a report: 1 Select a report from the avigatio bar lik. 2 Select a software publisher from the Software vedor page. 48 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

49 3 Provide additioal iformatio if eeded. 4 Click OK. The report for the specified vedor is displayed. Customizig reports Admi users ca customize the criteria ad appearace of reports usig Crystal Reports Desiger, as detailed i the Crystal Reports documetatio. Checkig software compliace Software compliace checkig is achieved usig software couters. Prerequisites Before determiig the compliace of the software, make sure the followig: The SAM Best Practice package compoets have bee cofigured to work i your eviromet as istructed i Adaptig the SAM Best Practice package to your eviromet [page 33] ad Customizig the SAM Best Practice package cotet [page 37]. The results of the correspodig software couter have bee refreshed so that the most up-to-date data is take ito accout. If Microsoft Widows Server Eterprise Editio is i your ivetory of software istallatios, the Widows Server Et. Istallatio pre-cout workflow (Referece: syssam4ms_win_ent) must be executed at least oce so that the Microsoft Widows Server Eterprise Editio couter ca retur valid istallatio results. To esure precise calculatio results, make sure the workflow is executed before calculatig the couter. Updatig the results of couters ad determiig cosolidated compliace To update the results of couters: 1 Display the couters. Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ Software couters Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ Software couters 2 Select the couter to update. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 49

50 3 Update the couter results by Selectig Recalculate the rights ad the istallatios for the selected couter from the Actios... drop-dow list i the detail of the software couter (Web cliet). Clickig the Calculate butto o the right of the couter details (Widows cliet). Note: Doig this starts the actio Refresh the software couter (syscoresoftliccoutcalc). This is seamless for the user. Tip: Software couter calculatio ca be performed automatically by a scheduled workflow that triggers the actio calculate all Software istallatio (BstSamComputeAllLicAdIstall) that will regularly refresh the software couter results. See the Software assets guide for more details. The results of the software couter calculatios are stored i the Rights/Utilizatios cout (amrightusescout) table, which allows some audits (you ca track historical records of the software couter calculatios). However, the records eed to be cleaed by a workflow to avoid a excessive umber of records i this table. 4 Examie the results o the Geeral ad Results tabs. Checkig software compliace for the specified couter You ca check the compliace summary i differet ways: The Software couters table (amsoftliccouter), Geeral ad Results tabs The View liked couters wizard (syssamsoftliclikedcout), which ca be accessed from the Software couters table by: Selectig Display couters liked by licese trasfers from the Actios... drop-dow list i the detail of the software couter (Web cliet). Clickig the Liked ctrs butto o the right of the couter details (Widows cliet). The first scree that appears provides a summary of the liked couters, rights ad istallatios/utilizatios cout, ad cosolidated compliace calculatio. 50 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

51 To access a high level summary of software compliace for a software publisher, use the SAM Best Practice dashboard. See the sectio below for details. Usig the SAM Best Practice dashboard SAM Best Practice dashboard overview For each software publisher, the SAM Best Practice dashboard presets a high-level summary of: Software compliace status of all software titles from the software publisher (by product lie) The umber of maiteace liceses that eed reewal withi the specified timeframe Access the dashboard from uder the followig lik o the avigatio bar: 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 The default dashboard displays a pae with summary statistics for licese compliace by product lie plus the statistics for software licese reewal. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 51

52 Iterpretig licese compliace statistics For each product lie, the licese compliace dashboard statistics shows a breakdow of licesig ad istallatio figures by software editio. These are calculated ad displayed by scripted statistics (oe per product lie, listed o the Statistics scree.) The statistics are categorized ad color-coded ito the followig categories, as applicable: At risk (whe the umber of istallatios for a product is greater tha the total umber of licese rights purchased for that product) Overspedig (whe the umber of istallatios for a product is less tha the total umber of licese rights purchased for that product) Number of liceses Number of software istallatios/utilizatios To drill dow o ay statistic, click o the correspodig colored bar. This lauches the followig detail scree (Widows cliet) or list scree (Web cliet), for the software titles i questio (excludig the <Software Vedor> Licese Software Assurace reewals dashboard item): At risk: drill-dow lauches the Software couters (amsoftliccouter) scree Overspedig: drill-dow lauches the Software couters (amsoftliccouter) scree Number of liceses: drill-dow lauches the Portfolio items (amportfolio) scree ad displays the licese records take ito accout by the software couter Number of software istallatios/utilizatios: drill-dow lauches the Software istallatios or utilizatios (amsoftistall) scree ad displays the software istallatio records take ito accout by the software couter. Note: Because of the special licesig rule of some software titles (Widows Server Eterprise Editio for example), the umber of istallatios displayed o the dashboard, which is a ormalized result, may be differet from the umber of istallatio records i the drill-dow. Tip: To modify the scripts uderlyig ay of these statistics, use the Admiistratio/ Statistics lik o the avigatio bar. 52 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

53 Solvig software compliace To solve software compliace issues, use the Solve software compliace issues wizard provided by the Software Asset Maagemet module. The wizard ca be accessed as follows: Note: Before usig this wizard, you should update the couters as described i Updatig the results of couters ad determiig cosolidated compliace [page 49], to esure that up-to-date figures are used. 1 Start the Maage software (syssamlaucher) wizard. Navigatio bar path: Asset Maager 5.2.x: Portfolio maagemet/ IT/ Software Asset Maagemet/ Maage software... Asset Maager 9.3.0: Asset lifecycle/ Software asset maagemet/ User actios/ Maage software... 2 O the Choose a Maage Software actio OR locate a existig cotract page, select the Maage software licese compliace optio. 3 Click Next. 4 O the Maage software licese compliace page, click Solve software compliace issues. For further details, see the Asset Maager guide called Software assets, the Moitorig licese compliace of istallatios chapter, Processig irregularities betwee istallatios/utilizatios ad liceses sectio. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 53

54 54 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

55 4 Upgradig the SAM Best Practice package Whe upgradig Asset Maager to a ewer versio, the SAM Best Practice compoets you imported will be kept i the Asset Maager database, like all other asset maagemet records. However, whe you istall a ewer versio of the SAM Best Practice package, existig records imported i a previous versio will be updated ad overwritte by the records i the ew versio. It is importat to duplicate reports or software couters before customizig them. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 55

56 56 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

57 A Appedix: Automatio mechaism The automatio mechaism of the SAM Best Practice package cosists of several workflows. These workflows are lauched periodically by Asset Maager Automated Process Maager to improve the performace of the software couters ad dashboards, esure the software applicatio is updated to the latest versio authorized by the maiteace cotract ad remove the ivalid liks caused by uistallatio or upgrade. The default cycle time of these workflows is oe week. Real-time operatio ca be simulated by icreasig the frequecy. Some of the workflows are iter-depedet for that oe may rely o the result of aother to esure its accuracy. Therefore, the followig sequece should be respected whe usig the automatic mechaism. 1 Ru the pre-calculatio workflows. 2 Ru the software couters batch calculatio workflow. 3 View the dashboard. Pre-calculatio workflows The SAM Best Practice package comes with the followig pre-calculatio workflows i caterig to their complex licesig rules. These workflows are executed periodically to cout the istallatio poits of these software; thus, esure that the istallatio poits are always up-to-date ad you ca HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 57

58 immediately view the istallatio cout without waitig for the calculatio process to be carried out each time whe requested. Microsoft software couter pre-calculate workflow (Referece: syssam4ms_ms_wk) This workflow carries out the followig activities: It calls the Mobile Device Couter Actio (syssam4ms_mob_dev_cnt_actio) to pre-calculate the software istallatios of Microsoft Office, Project ad Visio by takig both fixed ad portable devices ito cosideratio. It calls the Widows server et Cout actio (syssam4ms_win_ent_cnt_actio) to pre-calculate the Microsoft Widows Server Eterprise Editio istallatio cout. It calls the SQL server et cpu cout actio (syssam4ms_sql_ent_cnt_actio) to pre-calculate the istallatio cout of Microsoft SQL Server Eterprise Editio licesed per CPU. Oracle Istallatio pre-cout (syssam4ora_ora_db) u It calls the Oracle Cout Actio (syssam4ora_ora_db_cnt_actio) to pre-calculate the Oracle Database Eterprise Editio, Partitioig, RAC ad WebLogic istallatios. IBM Istallatio pre-cout (syssam4ibm_cnt_wk) u It calls the IBM Couter Actio (syssam4ibm_cnt_actio) to pre-calculate the istallatio couts of IBM WebSphere ad DB2. The result retured by the pre-calculatio workflows will be used to geerate the software compliace statistics (whe you click Calculate to refresh the software couter result.) Software couters batch calculatio The fuctioality of the Software couters batch calculatio (Referece: syssam4calculate_wk) workflow is equivalet to clickig Calculate for each software couter i batch. It obtais the results retured by pre-calculatio workflows ad geerates the software compliace statistics. 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. 58 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

59 Dashboard geeratio Dashboard displays the associated statistics, ad the statistics uses the data obtaied from the result retured by the Software couters batch calculatio workflow ad geerates the chart with the fuctio itroduced i Appedix: Developer's referece [page 63]. Therefore, dashboards ca be redered quickly upo requested. Because the cycle time of the pre-calculatio workflows ad Software couters batch calculatio workflow is oe week, ad the system relies o the results of these workflows to reder the dashboards; therefore, if you wat to view the dashboard withi oe week after istallig the SAM Best Practice package, you have to maually execute first the three pre-calculatio workflows the the Software couters batch calculatio workflow. Licese versio update accordig to maiteace cotract 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 are stored as values of correspodig itemized list i the SAM Best Practice package: HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 59

60 Software veder Microsoft Adobe Itemized list correspodig to software titles amsam4msprojectpro_us amsam4msprojectstd_us amsam4msqlserverstdsrv_us amsam4msqlserverstdcpu_us amsam4msqlserveretsrv_us amsam4msqlserveretcpu_us amsam4msvisiostd_us amsam4msvisiopro_us amsam4msvisiopre_us amsam4msofficestd_us amsam4msofficepro_us amsam4msofficeult_us amsam4msofficeet_us amsam4mswiserverstd_us amsam4mswiserveret_us amsam4mswiserverr2dataceter_us amsam4mswiserverdataceter_us amsam4mswiserverweb_us amsam4adobeframemaker_us amsam4adobeacrobatexteded_us amsam4adobeacrobatstd_us amsam4adobeacrobatpro_us amsam4adobeacrobat3d_us amsam4adobephotoshopelemets_us amsam4adobeillustratorcs3_us amsam4adobeillustratorcs4_us amsam4adobeillustratorcs5_us amsam4adobecreativesuitewebprm_us amsam4adobecreativesuitewebstd_us amsam4adobecreativesuitedesigstd_us amsam4adobecreativesuitedesigprm_us amsam4adobephotoshopcs3_us amsam4adobephotoshopcs4_us amsam4adobeacrobatelemets_us 60 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

61 Software veder Oracle IBM VMware Itemized list correspodig to software titles amsam4oradatabaseestd_us amsam4oradatabasestd_us amsam4oradatabasestdoe_us amsam4oradatabaseet_us amsam4oradatabaserac_us amsam4oradatabasepart_us amsam4oraweblogicet_us amsam4oraweblogicstd_us amsam4oraweblogicsut_us amsam4oraweblogic9_us amsam4ibmdb2udbexp_us amsam4ibmdb2udbet_us amsam4ibmdb2udbwgrp_us amsam4ibmwebsappser_us amsam4vmwareworkstatio_us amsam4vmwareesxfoud_us amsam4vmwareesxstd_us amsam4vmwareesxet_us amsam4vmwareesxadv_us amsam4vmwareesxetplus_us amsam4vmwareesxistd_us amsam4vmwareesxifoud_us amsam4vmwareesxiet_us amsam4vmwareesxiadv_us amsam4vmwareesxietplus_us 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. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 61

62 Note: Make sure you have activated the historizatio o the amasset.lmodelid field to track the licese update footprit. 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. Automatic removal of ivalid liks betwee licese models ad servers The Automatic removal of ivalid liks betwee licese models ad servers (Referece: syssam4removelink_wk) workflow is lauched automatically to remove the lik betwee Oracle/SQL/VMware Server licese models ad servers whe the server has bee uistalled or perhaps replaced by aother versio. I the latter circumstace, user has to rebid the licese models ad servers accordig to the ew istallatio usig the Lik / ulik servers with licese editios wizard. 62 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware

63 B Appedix: Developer's referece This sectio itroduces the fuctios that ca be reused by the advaced users whe they are creatig software couters out of the SAM Best Practice package coverage. Fuctios used to geerate statistics The statistics displayed i the SAM Best Practice package dashboard are geerated usig fuctios. There are two types of statistics: software usage statistics ad software assurace reewal statistics, which are geerated usig differet fuctios. Software usage statistics Software usage statistics are geerated by callig the SAMStatistic fuctio from the Sam4ComLib script library. The followig takes the Vmware Workstatio statistics as a example. RetVal = AmEvalScript("Sam4ComLib","SAMStatistic","","SAM4VMW_WS%", "Co de ASC"," Licese:Vmware Workstatio ") See Programmer's referece for more iformatio of the AmEvalScript() fuctio. HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware 63

64 Software assurace reewal statistics Software assurace reewal statistics are geerated by callig the AmGetMaitDashboard fuctio from the Sam4ComLib script library. The followig takes the VMware Licese Maiteace reewals statistics as a example. RetVal = RetVal & AmEvalScript("Sam4ComLib","AmGetMaitDashboard","", str Barcode(itIit), strproduct(itiit), strcolor(itiit) ) 64 HP Asset Maager SAM Best Practice package Software compliace solutio for Microsoft, Adobe, Oracle, IBM, ad VMware