CA IT Asset Manager Feature and Content Comparison: CA Software Asset Manager and CA Software Compliance Manager CA Technologies is executing against a bold vision for the future, where IT resources are delivered with unprecedented levels of flexibility. We bring unique strengths to the table that will help our customers make informed decisions about how to build and manage their next generation IT ecosystem. The current release of our CA IT Asset Manager (CA ITAM) solution includes significant improvements to our software asset management capabilities over previous releases. These new and improved capabilities are part of our Software Asset Manager solution which replaced CA Software Compliance Manager in the CA ITAM 12.7 and later releases. CA Software Asset Manager Feature Comparison The following table is a comparative view of the features with the CA Software Asset Manager (CA SAM) component of CA ITAM and similar capabilities in previous releases that included CA Software Compliance Manager (CA SwCM). Also, capabilities are noted for the CA Asset Portfolio Management (CA APM) component of CA ITAM where relevant. CA Software Asset Manager Features CA Software Compliance Manager Features CA SAM (Base Module) Data Management Maintenance of master data through data import (XML/SOAP, XLS(X), CSV, import connectors), semi-automatic (CSV) or via the user interface Audit proof recording of master data histories, e.g. in case of new cost center names Mapping of most software license types (device, user, named user, concurrent, processor, enterprise, MIPS, etc.) through License Metric Engines Maintenance of license data through data import (XML/SOAP, XLS(X), CSV, import connectors), semi-automatic (CSV) or via the user interface Mapping of combination products such as suites, bundles, license packs Connection of ERP systems and/or suppliers to capture license data from the procuwrement process (XML/SOAP, XLS(X), CSV, import connectors) Transfer of licenses to other companies, business units and cost centers Leasing/selling of licenses between companies of the same group including documentation and cost charging Pooling of licenses at all organizational levels (group, company, business unit, cost center) Limited support (and not automated) in SwCM Supported in SwCM
CA Software Asset Manager Features CA Software Compliance Manager Features CA SAM (Base Module) Data Management continued Free assignment of licenses to devices, users, processors, etc. Detailed history of each license including all changes such as transfers, updates, assignments to different devices Update pool for the tailor-made management and utilization of update licenses Creation and storage of update chains Import pool with extensive functionality for automatic validation of license imports and post-processing of incorrect data: Management of import transactions and the obtained license positions, master data comparisons, problem monitoring, tools for bulk processing Management and time-sensitive monitoring of all maintenance options at the contract, article, and individual license level Management and time-sensitive monitoring of temporary licenses at the contract, article, individual and license level Management of license certificates including file attachments (e.g. document scans) and references to freely selectable licenses; the link between the license certificate and the assigned licenses remains unaffected during all operations (transfer, update) Management of serial numbers Clear presentation of all important events during a selected period of time (expiry of license or maintenance contracts, etc.) Support in SwCM Data Access and Reporting Selection of the license inventory by freely configurable criteria CSV, XLS(X), and XML export for external report generation, for example, in Excel or Crystal Reports Predefined report formats with dynamic generation of PDF files Individual reports based on a professional reporting engine with common emitter for all Office formats Scheduler for automatic creation and distribution of reports Management console/kpi dashboard ( Cockpit ) with intuitive, graphical representation; for example: degree of licensing, degree of under licensing, top ten over licensed products, important manufacturers, etc. Support in SwCM 2
CA Software Asset Manager Features CA Software Compliance Manager Features FlowControl Module (extension to CA SAM) Additional Licensing Required ITIL -based, freely configurable process templates with pre-installed modules for: Requisitions Multi-level approval processes Procurement (integration in ERP systems) Contract management Catalog management (integration in catalog management systems such as Heiler) Strategic sourcing Deployment (integration in ESD systems) Monitoring Optimization Retirement Joiners/leavers (integration in HR systems) New product New version Pooling Cost allocation Cross charging Licenses received Limited support in APM 3
CA Software Asset Manager Features CA Software Compliance Manager Features FlowControl Module (extension to CA SAM) Additional Licensing Required Seamless integration in service-oriented architectures (SOA) through complete provisioning of the business logic as a Web Service via XML Cross-system end-to-end processes by combining commercial and technical information Predefined roles for: Requestors Product owners Vendors and manufacturers Cost center managers Business unit managers Compliance managers Contract managers Catalog managers Procurement managers End users Inventory Connect Module (extension to CA SAM) No Additional Licensing Required Data Managementvia XML User-configurable connectors for the automatic transfer of installation and usage data via XML/SOAP and/or CSV/XLS(X) from third party systems such as Microsoft SCCM, HP Asset Manager, CA Unicenter Argis, IBM Tivoli, Centennial, Novell ZENWorks and many others Manual entry of installation, usage, and metering data Software Recognition Signature based software recognition based on raw inventory/scan data, including: ARP, MSI, file scan, packaging, AD, ISO 19770-2 software tags, and much more Robust and high performance recognition algorithms for cyclical processing of freely configurable data sets Flexible signatures through wild cards Complex rules for the logical combination of different signatures (for example: AND linkage of ARP and file scan) Assistant for the assignment of signatures and rules to commercial products Import, processing, and analysis of metering information (last usage, usage frequency, etc.) 4
CA Software Asset Manager Features CA Software Compliance Manager Features Inventory Connect Module (extension to CA SAM ) No Additional Licensing Required Effective Usage Dedicated Metric Engines for metric specific reporting of effective license demand based on recognized installations and usage data Consideration of virtual environments (partitioning, clusters) as well as complex metrics in the server world, such as IBM PVU, Oracle Database, Microsoft Windows Server) Compliance Check Comparison of license and usage data Consideration of downgrade paths stored in the catalog of articles with automatic optimization and correction of the analysis results Parameterization of the analyses if the licenses and software usage are assigned to different organizational units Example: assignment of licenses to a general cost center, but assignment of the software usage to several different cost centers Selection of analysis results by freely configurable criteria (catalog, organization, geography) Storage of analysis profiles: parameterization, analysis reporting, sorting, filter, etc. for individual users, group of users, or system wide Organizational drill-down in the compliance check through all organizational levels Result sets for direct comparison of different scenarios, e.g. inclusion/exclusion for the planned procurement of licenses Analysis history: analysis of past license and usage situations at any organizational unit (group, company, business unit, cost center) Compliance Intelligence Interactive analysis of the compliance situation and potential risks Supported in SwCM Contract Management Module (extension to CA SAM) No Additional Licensing Required Import of contract data from third party systems or connection to contract management systems Multi-level contract hierarchy (main contracts, enrolments) Precise definition of the organizational scope of main contracts and enrolments taking the organizational units and roles stored in CA SAM into account Free definition of pools (e.g. Microsoft applications, systems, servers), targets (e.g. point values, license numbers), and monitoring periods (e.g. milestone checks) Integration of license data into the contract management permitting real-time monitoring of the degree of utilization of contracts (supported in APM) (supported in APM) (limited support in APM) 5
CA Software Asset Manager Features CA Software Compliance Manager Features Contract Management Module (extension to CA SAM) No Additional Licensing Required Event-controlled generation and distribution of emails in case of: (supported in APM) a) failure to achieve contractual targets (supported in APM) b) the expiry of contracts (supported in APM) c) the expiry of maintenance options (supported in APM) d) the expiry of periods of notice (supported in APM) e) the automatic renewal of contracts (supported in APM) The alert periods can be individually configured Contract monitoring (point values/license numbers reached vs. milestone checks) by means of Gantt diagrams Management of the original contract documents including file management of document scans and reference to freely selectable licenses: the link between contract data and assigned licenses remains unaffected during all operations (transfer, update) Selection of the list of contracts by freely configurable criteria (supported in APM) (supported in APM) (supported in APM) Financial Module (extension to CA SAM) Additional Licensing Required Cost Transparency Breakdown by time, cost, project Built-in currency exchange rates on a daily basis Cost charging for cost/profit center model, e.g. based on actual software usage Calculation of adequate service prices Depreciation with configurable business rules Integration with existing ERP/Controlling tool Financial Evaluation of Relevant Assets Intelligent price assistant: Automatic calculation of product reference prices based on complete license procurement history and list prices from the catalog Product and article reference prices for a financial evaluation of the compliance results: cost drivers and audit risks Decision support for software procurement Customer-specific financial figures and reports (limited support in APM) (limited support in APM) (supported in APM) (limited support in APM) (limited support in APM) (limited support in APM) (limited support in APM) 6
CA Software Asset Manager Features CA Software Compliance Manager Features Financial Module (extension to CA SAM) Additional Licensing Required Reporting Reporting engine for custom business reports, charts, and management dashboards Support of common document formats Many standard reports: Cost and risks of compliance, forecast of planned costs, cost avoidance by software license management, multiple installs Interactive drill-down in the license balance Planning and Budget Management Planning and controlling of future costs Management of planned and current payment commitments Export to MS Excel Supported in SwCM Supported in SwCM Supported in SwCM (limited support in APM) (limited support in APM) (limited support in APM) Supported in SwCM Management Module (extension to CA SAM) No Additional Licensing Required Monitoring the performance of all SAM relevant processes Intuitive display using a traffic light rating system Detailed indicators to support the decisions and actions to be taken Variable traffic light threshold (expected values) Pre-defined standard license management indicators, including import success, license clearing success, product recognition rate, price coverage, and audit risk Dashboard with dynamic management widgets Up-to-date and configurable Different charts and analyses, e.g. speedometer, bar chart, line chart, and tables Pre-defined standard license management analyses and reports ipad and iphone application 7
CA Software Asset Manager Features CA Software Compliance Manager Features General features of CA SAM Platform-independent web application running under operating systems (e.g. Windows Server 2003, Windows Server 2008 (R2), Unix, Linux), web servers (e.g. Apache, MS-IIS) and databases (e.g. MySQL, MS SQL Server, Oracle); client: HTML browser under any operating system (e.g. Mozilla Firefox, MS Internet Explorer) Available as a licensed product or as a hosted application Multi-lingual (English, French, German, Italian, Spanish, Japanese, Brazilian Portuguese) Comprehensive user manual and context sensitive online help (German/English) User administration based on an object-oriented role model permits to restrict usage to certain manufacturers/products and/or organizational units (group, companies, business units, cost centers); these restrictions apply across all functions up to the generation of reports User-dependent storage of freely definable selection criteria and configuration settings (personal desktop) Data exchange with third party systems via Web Services (XML/SOAP) and/or CSV(XLS(X) Configurable email interface for the event-controlled generation and distribution of emails, e.g. upon expiry of license or maintenance contracts, license additions or disposals CA Software Asset Manager Content Comparison The following is a comparative view of the content provided in the CA Master Catalog provided with the CA Software Asset Manager component of CA ITAM and the software recognition content provided with CA Software Compliance Manager as part of the Software Compliance Manager Content Subscription. The CA Master Catalog The CA Master Catalog provides the information needed to effectively manage software licenses. The following is high-level list of metrics for the CA Master Catalog and comparison to content provided in CA Software Compliance Manager: Catalog Metric CA SAM (Master Catalog) CA SwCM Manufacturers > 130 14 Products > 25,000 < 5,000 Articles (SKUs) > 185,000 N/A 8
The following is a list of some of the standard features of the CA Master Catalog and a comparison with CA Software Compliance Manager with the Software Compliance Manager Content Subscription: Features Commercial and Product Use Rights CA SAM (Master Catalog) CA SwCM Manufacturer article number with SKU License metric and license model Update/full version Part of a downgrade path Unlimited use rights Pure maintenance contract Point value and point category (Microsoft, IBM, Adobe etc.) Maintenance type Maintenance timeframe Limited use rights (OEM, etc.), and more Features Technical Data and Software Recognition CA SAM (Master Catalog) CA SwCM Mapping of signatures/synonyms to licensed products (from existing tools/systems) Rule based mapping following user-defined criteria Partial Metric Engines for metrics without a 1:1 relationship between use rights and measured component (for the likes of Oracle, IBM, SAP, Microsoft, etc. The following is sample list of the software publishers included in the CA Master Catalog and comparison with CA Software Compliance Manager: Software Publisher CA SAM (Master Catalog) CA SwCM 3d3.com Abbyy ACD Systems Acronis Adobe Altova Apache Apple 9
CA IT ASSET MANAGER Software Publisher continued CA SAM (Master Catalog) Aspera Attachmate/WRQ Autodesk Babylon Bentley BMC CA CDexos Cerious Software Cerulean Studios Cisco Citrix Corel Cortado CyberLink DataViz DataWatch DigitalVolcano Diskeeper dotpdn Dymo E&E information consultants Embarcadero EPLAN Software and Service Extensis FastStone FinePrint Gadwin Systems Gemplus 10 CA SwCM
CA IT ASSET MANAGER Software Publisher continued CA SAM (Master Catalog) Ghisler Goetz Kircher Google GrapeCity HP Hyperionics Technology I.R.I.S. IBM IceWalkers IDM Computer Solutions Igor Pavlov igrafx Informatica Infragistics Intel Ipswitch Irfan Skiljan Ivan Bischof IZArc JAM Software KL Software Lexware Magix Malwarebytes MapInfo Martin Prikryl McAfee MHST Micro Focus 11 CA SwCM
CA IT ASSET MANAGER Software Publisher continued CA SAM (Master Catalog) Microsoft Mindjet Minitab Mozilla MySQL National Instruments Nero Netscape Nokia Novell Nuance Nullsoft OCS Inventory Team Open Text Opera Software Oracle Palm PGP PKWARE Poikosoft ProcessText Group PTC Quark Quest Software RARLAB RealNetworks RealVNC Red Hat Research In Motion 12 CA SwCM
CA IT ASSET MANAGER Software Publisher continued CA SAM (Master Catalog) RichiStudios Robotronic Roxio SAP SAS secrypt SER Solutions Deutschland Serena Software SFIRM Siemens Siemens PLM Software Simon Tatham SolarWinds Sonic Solutions Sony Sophos SparxSystems Stanley Huang Stefan Heinz SUN SUPERAntiSpyware sw4you Sybase Symantec T-Mobile TechSmith The MathWorks think-cell Software Trend Micro 13 CA SwCM
Software Publisher continued CA SAM (Master Catalog) CA SwCM TrueCrypt Foundation UndercoverXP Uniplot Software UniPrint Uwe Sieber VideoLAN Vizioncore VMware WebEx Communications WinMerge Development Team Zend Note: Supported vendors in the CA SAM Master Catalog include coverage for software recognition, articles (SKUs) and other related content. Depth and breadth of coverage may vary from vendor to vendor. The following is a sample list of vendor specific and generic license metrics/models supported in CA SAM and comparison with CA Software Compliance Manager: Support License Models/Metrics CA SAM CA SwCM $M Cost of Goods Sold $M Freight Under Management Access Points Account Additional CPU Admin Agent Pack Application Establishment Application Instance Application User Array Authorized User 14
CA IT ASSET MANAGER Support License Models/Metrics CA SAM Authorized User Single Install Authorized User Value Unit Base CPU CAL Capacity Unit Client Client Configuration Management License Client Device Client Management License OSE Client Management License User Cluster Collaboration Computer Concurrent Device Concurrent Session Concurrent Stream Concurrent User Config Management License Connect Connection Connector Controller Area Core Core Install CPU CPU Socket Customer Daily Page View Database 15 CA SwCM
CA IT ASSET MANAGER Support License Models/Metrics CA SAM Database Connector Database Instance Desktop Developer Device Device CAL Device ECAL Domain Controller Domino Controller Drive Employee Employee User Value Unit Enabled User Account Enterprise Use Establishment Expense Report External Connector External User Value Unit Feed Firewall Floating User Floating User Single Install Floating User Single Session Single Install Forms Front End Server Gigabyte Host Host Server Hours 16 CA SwCM
CA IT ASSET MANAGER Support License Models/Metrics CA SAM Hypervisor IBM Processor Value Unit (PVU) IBM Processor Value Unit (PVU) with Dual Staging IBM Processor Value Unit (PVU) with Single Staging IBM SubCapacity Processor Value Unit (PVU) IBM SubCapacity Processor Value Unit (PVU) with Dual Staging IBM SubCapacity Processor Value Unit (PVU) with Single Staging Install Installation Instance Internet Connector Invoice Line IP IP-Address IT Employee Limited Use Authorized User Limited Use Socket Limited Use Virtual Server Location Location Advanced LPAR Machine Value Unit Mailbox MAL Managed Access Port Managed Capacity Managed CPU Managed Desktop Managed Device 17 CA SwCM
CA IT ASSET MANAGER Support License Models/Metrics CA SAM Managed Mailbox Managed Seat Managed Server Managed User Managed User Account Managed Virtual Server Manager Console Microsoft SQL Server 2012 Business Intelligence Microsoft SQL Server 2012 CORE Enterprise Microsoft SQL Server 2012 CORE Standard Microsoft SQL Server Enterprise Microsoft SQL Server Processor Datacenter Microsoft SQL Server Processor Enterprise Microsoft SQL Server Processor Standard Microsoft SQL Server Standard Microsoft Windows Server Datacenter Microsoft Windows Server Enterprise Microsoft Windows Server Itanium Microsoft Windows Server Standard Migrated User Account Monitored Host Monitored Node Named Casual User Named Power User Named User Named User Multiserver Named User Plus Named User Single Server Network Named User 18 CA SwCM
Support License Models/Metrics CA SAM CA SwCM Node Node Locked Operations Management License Oracle Database Processor Enterprise Oracle Database Processor Standard/Standard ONE Organization OSE Pack Page PC Phone Point Port Prefix Printer Process Qualified Desktop Record Registered User Reporting User Repository Resource Value Unit Router SAL SAP 20-digit Accounts SAP 4 GB blade memory SAP Acquisition Contract SAP Active Contract SAP Active Customer 19
Support License Models/Metrics CA SAM CA SwCM SAP Active Registered License Plates (over 12 months) SAP Ad Sales Value SAP Adapter Type SAP Application Value SAP Asset Under Management SAP Assets SAP Auto-ID Site SAP Average Processed Transactions/Trips/EDRs per day SAP Backorder SAP Banking Commission Recipient SAP Base and Remote Locations SAP BCM multi-channel user SAP BCM personal-telephony user SAP BCM reporting user SAP BCM voice-only user SAP Big Tickets SAP Blade SAP BOEPD produced SAP BOEPD produced in USA SAP BOEPD produced outside USA SAP BOEPD scheduled/planned SAP BOEPD sold SAP Business Partner SAP Cases per year SAP Cash Control Point SAP Channel SAP Classified Ads SAP Commission Recipients SAP Commodities Sold 20
Support License Models/Metrics CA SAM CA SwCM SAP Connected Systems SAP Consumer Loans SAP Contract SAP Contract Account SAP Corporate Account SAP Corporate Customer SAP Corporate Loan SAP Country SAP Customer SAP Customer Object SAP Database Size in GB SAP Deployment SAP Derivative SAP Employees (SAP MII) SAP Employees Scheduled SAP Equipment Items SAP Events SAP Financial Entity SAP Finished Items SAP Finished Products SAP Fixed Fee SAP Flat fee SAP Freight Units SAP Full-time Equivalent (FTE) SAP Fundable Assets SAP GB per month SAP Gross Written Premium (GWP) SAP HELOC SAP High Value Loans 21
Support License Models/Metrics CA SAM CA SwCM SAP Installation and Connected System SAP Interaction Records SAP Invoice SAP Large Plant SAP Large Warehouse SAP Learner SAP Legal Entity SAP Licensees SAP Licensors SAP Limit Sets SAP Loans Volume in Balance Sheet SAP Location SAP Location with Customer Collaboration Scenario SAP Location with Outsourced Manufacturing Scenario SAP Location with Supplier Collaboration Scenario SAP Location with Customer Collaboration Scenario SAP Location with Outsourced Manufacturing Scenario SAP Location with Suppl. Collaboration Scenario SAP Location with Supplier Collaboration Scenario SAP Location with Lean Manufacturing Scenario SAP Maintenance Object SAP Managed Identity SAP Managed Items SAP Managed Resources SAP Marketing Touches SAP Marketing Transactions SAP Master Record SAP Master Records SAP Medium Tickets 22
Support License Models/Metrics CA SAM CA SwCM SAP Member SAP Micro Loans SAP Micro Saving Accounts SAP Midsize Plant SAP Midsize Warehouse SAP Mobile User SAP Monitored User SAP Objects SAP OGSD User SAP One Time Fee SAP Operating Budget SAP Orders per Year SAP Outpatient Days in Year SAP P/C/S Cashflow Based SAP Package fee SAP Page Views SAP Parcels of Land SAP Participant SAP Patient Care Days SAP Patients Treated in Year SAP Physical Locations SAP PoDs SAP Port SAP Portfolio Budget SAP Portfolio Budget Managed with SAP RPM SAP POS Transactions SAP Positions SAP Private Bank, Complex Individual, SME Loans SAP Private Banking/SME Accounts 23
Support License Models/Metrics CA SAM CA SwCM SAP Process Server SAP Product in the Product Data Cache SAP Product Object SAP ProductionTons SAP Professional User SAP Program Budget SAP PS Spend Budget SAP Public Sector Budget SAP R&D Spend Volume SAP Recipients SAP Records SAP Rental Units SAP Resources SAP Retail Accounts SAP Retail Cashflow Based SAP Retail Customers SAP Retail Loans SAP Revenue SAP Sales Opportunity Value SAP Sales Orders SAP Sales Value SAP Scenario SAP Secured Corporate Receivables SAP Secured Micro Loans SAP Secured Private Banking, Complex Individual, SME Receivables SAP Secured Retail Receivables SAP Service Inquiries SAP Service Parts Inventory SAP Service Requests 24
Support License Models/Metrics CA SAM CA SwCM SAP Service Requests and Warranty Claims SAP Small Plant SAP Small Tickets SAP Small Warehouse SAP Spare Parts Material Master Records SAP Special User SAP Spend Volume SAP Student SAP Supplier Object SAP Syndicated Loans SAP Telecom Orders SAP Tester SAP Testers SAP Titles SAP Tonnage Produced SAP Transactions per Day SAP Truck SAP Units of POS SAP User defined Object SAP Vehicles SAP Very Big Tickets SAP Very Small Tickets SAP VIP User SAP Warehouse SAP WCM PlantReceivables SAP Weighted Size of Organization in FTE SAP Work-Center Satellite Scan Target 25
CA IT ASSET MANAGER Support License Models/Metrics CA SAM Seat Sensor Server Server Configuration Management License Server Install Server Management License Enterprise Server Management License Standard Service Consumer Service Provider Service Units per Hour Simultaneous Session Slots Library Source Source Server SPVU sq ft sq m Storage Array Subcapacity Processor Target TB Terabyte Tiered Server Title Expansion Pak Tivoli Management Point Transaction Transactions/Targets Unlimited Location Unit Universal Power Unit 26 CA SwCM
Support License Models/Metrics CA SAM CA SwCM User User CAL User ECAL User Install User Value Unit User/Device Value Unit Virtual Machine Virtual User Virtual User Area Virtual User Day Volumes Web Application Web Farm User Web Server Workstation Note: Supported license models and metrics may require additional, customer-specific configuration. For more information, please go to ca.com/itam or contact your local CA Technologies Representative to arrange a private introduction to CA and our software asset management solution. Agility Made Possible: The CA Technologies Advantage CA Technologies (NASDAQ: CA) provides IT management solutions that help customers manage and secure complex IT environments to support agile business services. Organizations leverage CA Technologies software and SaaS solutions to accelerate innovation, transform infrastructure and secure data and identities, from the data center to the cloud. CA Technologies is committed to ensuring our customers achieve their desired outcomes and expected business value through the use of our technology. To learn more about our customer success programs, visit ca.com/customer-success. For more information about CA Technologies go to ca.com. Copyright 2013 CA. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. ITIL is a Registered Trade Mark of AXELOS Limited. This document is for your informational purposes only and CA assumes no responsibility for the accuracy or completeness of the information contained herein. To the extent permitted by applicable law, CA provides this document as is without warranty of any kind, including, without limitation, any implied warranties of merchantability, fitness for a particular purpose, or non-infringement. In no event will CA be liable for any loss or damage, direct or indirect, from the use of this document, including, without limitation, lost profits, business interruption, goodwill or lost data, even if CA is expressly advised in advance of the possibility of such damages. CS200-34746_1013