Re: Asset Management - Manual add software, license
Logan, 1. SAM console Certificate and related CIs (or Unrelated CIs there are three tables in the Console) is only supporting RLE engine running results not manually adding Software Asset CIs (no matter what relationship type, Attached To, or other relationship type), that is as design. You should use license engine to confirm the connections (relationships). 2. Please choose license Job type to ALL instead of COMPLIANCE if haven't gotten any CI connection before. 3. Asset Management document have listed trouble shooting about not found CI connection or compliance status (deploy number) results are not expected. Please double check these (1)Make sure Software Asset CI records (Product) has the same Company as License Certificate and License Job (2)Make sure that license type using in License Certificate is the same as License Job (e.g. Per copy) (3)Make sure the License Certificate status is Active and Connect to Engine flag changes to Yes in Certificate form, and save the changes. (4)Make sure that License Job qualification covers what you want (you can leave product name, market version, tier 1, 2, 3 fields empty so RLE engine will check, make connection and calculate deploy number in a large scope of CI may take a little longer). 4. You can verify log to check connection but the log is more use for trouble shooting (error identification). Charles From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Logan, Kelly Sent: Thursday, January 05, 2012 8:37 AM To: arslist@ARSLIST.ORG Subject: Re: Asset Management - Manual add software, license ** Still not getting a license connect. Here's what I tried: Redefined Quickbooks software as a Product CI type. Updated the categorization in the license certificates. Created five software instances (Product CI), QuickBooks-1 to 05. Created five laptops (Computer System CI), related them to people (Dependency - Used By), added software, one to each, using Component (Child) relationship. Each laptop now shows two child relationships, dependency to a person and component to a product (QuickBooks). Back to SAM console, opened license certificates, created 'Attached To' relationships between license certificates and products (software) - all five product CIs are listed as Related CIs on the console, but the deployed numbers are still 0. Ran compliance only job - Found nothing at all - No CIs with certs, no CIs without certs, all four lines are 0s. Set job to do review and connect again - Found 5 CIs with no certs. Back to SAM console, the job disconnected all five product CIs again from the license certifications. Something is still throwing off the license engine. Again, is there anywhere in the documentation that explains what the License Engine uses to connect so I can check these details myself? The Product CIs and license certificates have the exact same categorization. Why isn't it accepting the 'Attached To' relationship I create manually? Do I have to use the license engine in order to confirm these connections (set the deployed values)? In this example, three specific items of software are supposed to be attached to one license cert, and two to another - if the license engine just maps whatever matches, how will I make sure it doesn't choose the wrong ones? Kelly Logan, Sr. Systems Administrator (Remedy), GMS ProQuest | 789 E. Eisenhower Parkway, P.O. Box 1346 | Ann Arbor MI 48106-1346 USA | 734.997.4777 kelly.lo...@proquest.commailto:kelly.lo...@proquest.com www.proquest.com ProQuest...Start here. 2010 InformationWeek 500 Top Innovator P Please consider the environment before printing this email. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender, and delete the message from your computer. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Mori, Toshiyasu Sent: Wednesday, January 04, 2012 1:41 PM To: arslist@ARSLIST.ORG Subject: Re: Asset Management - Manual add software, license ** Logan, 1. Please relate People to parent CI (Computer System) not Software Asset CI with Used by role (then you should see Person is associated to the Computer System Relationships table, RLE rule checks Person relationship when work with Per copy license type). 2. CI Type BMC_Application is not Software Asset CI Type it doesn't support RLE engine rule, you should choose either of CI Types from System Component - Product, Package, Operating System, Patch, System Software, System - Software Server as Software CI. 3. if you use Purchase Line item UI to create line item, it will give you message to select Contract and/or license certificate when CI Type was chosen Software Asset CI. Toshiyasu Asset
Re: Asset Management - Manual add software, license
Logan, A small correction, in (3) change status of License Certificate to Executed (not Active as it doesn't provide such status value, sorry) and make sure Engine connection is Yes and save the update. Toshiyasu From: Mori, Toshiyasu Sent: Thursday, January 05, 2012 10:07 AM To: arslist@ARSLIST.ORG Subject: RE: Asset Management - Manual add software, license Logan, 1. SAM console Certificate and related CIs (or Unrelated CIs there are three tables in the Console) is only supporting RLE engine running results not manually adding Software Asset CIs (no matter what relationship type, Attached To, or other relationship type), that is as design. You should use license engine to confirm the connections (relationships). 2. Please choose license Job type to ALL instead of COMPLIANCE if haven't gotten any CI connection before. 3. Asset Management document have listed trouble shooting about not found CI connection or compliance status (deploy number) results are not expected. Please double check these (1)Make sure Software Asset CI records (Product) has the same Company as License Certificate and License Job (2)Make sure that license type using in License Certificate is the same as License Job (e.g. Per copy) (3)Make sure the License Certificate status is Active and Connect to Engine flag changes to Yes in Certificate form, and save the changes. (4)Make sure that License Job qualification covers what you want (you can leave product name, market version, tier 1, 2, 3 fields empty so RLE engine will check, make connection and calculate deploy number in a large scope of CI may take a little longer). 4. You can verify log to check connection but the log is more use for trouble shooting (error identification). Charles From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Logan, Kelly Sent: Thursday, January 05, 2012 8:37 AM To: arslist@ARSLIST.ORG Subject: Re: Asset Management - Manual add software, license ** Still not getting a license connect. Here's what I tried: Redefined Quickbooks software as a Product CI type. Updated the categorization in the license certificates. Created five software instances (Product CI), QuickBooks-1 to 05. Created five laptops (Computer System CI), related them to people (Dependency - Used By), added software, one to each, using Component (Child) relationship. Each laptop now shows two child relationships, dependency to a person and component to a product (QuickBooks). Back to SAM console, opened license certificates, created 'Attached To' relationships between license certificates and products (software) - all five product CIs are listed as Related CIs on the console, but the deployed numbers are still 0. Ran compliance only job - Found nothing at all - No CIs with certs, no CIs without certs, all four lines are 0s. Set job to do review and connect again - Found 5 CIs with no certs. Back to SAM console, the job disconnected all five product CIs again from the license certifications. Something is still throwing off the license engine. Again, is there anywhere in the documentation that explains what the License Engine uses to connect so I can check these details myself? The Product CIs and license certificates have the exact same categorization. Why isn't it accepting the 'Attached To' relationship I create manually? Do I have to use the license engine in order to confirm these connections (set the deployed values)? In this example, three specific items of software are supposed to be attached to one license cert, and two to another - if the license engine just maps whatever matches, how will I make sure it doesn't choose the wrong ones? Kelly Logan, Sr. Systems Administrator (Remedy), GMS ProQuest | 789 E. Eisenhower Parkway, P.O. Box 1346 | Ann Arbor MI 48106-1346 USA | 734.997.4777 kelly.lo...@proquest.commailto:kelly.lo...@proquest.com www.proquest.com ProQuest...Start here. 2010 InformationWeek 500 Top Innovator P Please consider the environment before printing this email. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender, and delete the message from your computer. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Mori, Toshiyasu Sent: Wednesday, January 04, 2012 1:41 PM To: arslist@ARSLIST.ORG Subject: Re: Asset Management - Manual add software, license ** Logan, 1. Please relate People to parent CI (Computer System) not Software Asset CI with Used by role (then you should see Person is associated to the Computer System Relationships table, RLE rule checks Person relationship when work with Per copy license type). 2. CI Type BMC_Application is not Software Asset CI Type it doesn't support RLE engine
Re: Asset Management - Manual add software, license
Logan, 1. Please relate People to parent CI (Computer System) not Software Asset CI with Used by role (then you should see Person is associated to the Computer System Relationships table, RLE rule checks Person relationship when work with Per copy license type). 2. CI Type BMC_Application is not Software Asset CI Type it doesn't support RLE engine rule, you should choose either of CI Types from System Component - Product, Package, Operating System, Patch, System Software, System - Software Server as Software CI. 3. if you use Purchase Line item UI to create line item, it will give you message to select Contract and/or license certificate when CI Type was chosen Software Asset CI. Toshiyasu Asset management QA lead, BMC Software --- Toshiyasu Mori (Charles) ITSM QA Engineer, Service Support Dept Room 2403, 91 E. Tasman Dr, San Jose, CA 95134, U.S.A Tel: 1-408-571-7270 Fax: 1-408-571-7001 BMC Software www.bmc.comhttp://www.bmc.com/ toshiyasu_m...@bmc.commailto:toshiyasu_m...@bmc.com From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Logan, Kelly Sent: Wednesday, January 04, 2012 10:00 AM To: arslist@ARSLIST.ORG Subject: Asset Management - Manual add software, license ** We will be using an outside product for procurement, so I am testing the process of adding software and licenses on ARS/ITSM 7.6.4. Following the instructions in the Asset Management User guide, I have created Application CIs and related them to users, and created a software contract and license certificates, and I have used the 'Search for Existing Record to Relate' function on the 'Software Assets' tab of the license certificates to relate the software CIs (Application CI type). But this does not change the deployment numbers on the certificate. When I run the license engine job (does a full check on all CIs for this company), it removes this relationship and states that the CIs have no certificates. What do I need to match to have the license engine link the Application CIs to the certificates? Certificates Company: PQ-GIO Status: Executed License Type: Per copy Related to Product Category: Manufacturer: Intuit, Inc. Product Name: QuickBooks Market Version: 12.0 Cat 1: Software Cat 2: Application Cat 3: Third Party Application CIs Company: PQ-GIO Status: Deployed Product Categorization - Tier 1: Software Tier 2: Application Tier 3: Third Party Product Name: QuickBooks Model/Version: Pro / 12.0 Manufacturer: Intuit, Inc. Financials - Cost Entries: License Certificate listed, Association Type Secondary, with the correct LC# Note that when I didn't have the market version set, I couldn't put in the related product categorization on the certificate, the most I could get was the Manufacturer and the Product Name. When this was all that was set, the License Engine run would say either the CIs had no certificates or that they had multiple (some of each), with no rhyme or reason that I could discern for which it picked. Any idea what I am missing here? Is there anything that documents that basic steps and requirements to manually enter a new piece of software and a license for it? Kelly Logan, Sr. Systems Administrator (Remedy), GMS ProQuest | 789 E. Eisenhower Parkway, P.O. Box 1346 | Ann Arbor MI 48106-1346 USA | 734.997.4777 kelly.lo...@proquest.commailto:kelly.lo...@proquest.com www.proquest.com ProQuest...Start here. 2010 InformationWeek 500 Top Innovator P Please consider the environment before printing this email. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender, and delete the message from your computer. _attend WWRUG12 www.wwrug.com ARSlist: Where the Answers Are_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org attend wwrug12 www.wwrug12.com ARSList: Where the Answers Are
Re: Asset Management - Software license contracts - Microsoft Master Business Agreement, Data Management, categorization
Kelly, Let me try to answer your question #2 and #4 2) about Software contract, Yes, you should use AST:AssetSoftware. CTR:GenericContract is using for customized contract type (if you want to add your own contract type, for example Rent Contract) 4) about Product Categorization, the data comes from PDL:Product Dictionary. If you manually created product catalog, make sure you have add model/version to Product Catalog, and in Model/Version dialog form (PDL:ProductModelVersion), set Market Version and select Contract Required radio button to Yes. Also check Company Association if is it not - Global -, that means the product catalog restricted to certain company, then the Software Contract and License Certificate company should match to. If the product catalog was discovered from outside, check Atrium Normalization to use proper normalize option for the imported dataset during data synchronize to Atrium CMDB PDL:Product Dictionary is a joined form from PDL:ProductModelVersion (joined from PCT:Product Catalog and PCT:Product Model/Version)and PCT:Product Company Association. Toshiyasu Asset Management QA in BMC. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Logan, Kelly Sent: Tuesday, December 13, 2011 1:50 PM To: arslist@ARSLIST.ORG Subject: Asset Management - Software license contracts - Microsoft Master Business Agreement, Data Management, categorization ** Hello all, I have been working with Asset Management 7.6.4 to prepare to enter our current contracts. My goal is to use the Data Management tool (Transactional-Contract.xls) to import the bulk of the license data once I have figured out the format to use. I have read through the AM docs (and a fair amount of the CMDB ones), but I still have a few questions on what I've found so far. 1.) Microsoft Master Business Agreements - We have negotiated a MBA with MS under their Enterprise 6 Program, which gives us certain purchasing abilities. We can add or remove software on a year by year basis, and the numbers for each are 'trued up' each year as well. There is an MBA #, an Enrollment #, a Software Assurance ID #, and an Agreement/Contract #. I have listed my current strategy below. Does anyone have any other strategies, recommendations for representing these kinds of agreements? a. Master Contract for the MBA itself (with the {Enrollment #}-Master as the Contract ID, and the MBA # as the Customer ID), then b. Master Contracts underneath it for each year ({Enrollment #}-{year} as Contract ID), then c. Software License Contracts underneath each year master for each type of software with a representative ID (Ex: Contract ID MS-EX-001-2011: Microsoft MS - Exchange EX - First to use the MS-EX prefix 001 - Year 2011), and then d. License Certificates for each Software License Contract (eventually to connect to CIs from discovery tools, with same IDs). 2.)Importing Software License Contracts - The CTR-GenericContract tab says not to use it for Software License contracts. I looked up the mappings in the Data Mgmt Admin guide and it looks like I'm supposed to use AST-AssetSoftware instead as this goes to CTR:ContractBase and AST:AssetSoftware - Is this correct? 3.)What is used in the Contract Identifier field on the Data Mgmt tabs? Is this used to connect contracts and masters? How do I determine what to put in this column? 4.)When creating a license certificate with the dialog that pops up from the Contract Add button, I can choose, say, Microsoft as a manufacturer, but the categories available don't reflect the product categories I have created, just the generics. Is this pulling from a different area? Thanks in advance for your help, and any other advice for entering/maintaining licenses would be welcome as well! :^) Kelly Logan, Sr. Systems Administrator (Remedy), GMS ProQuest | 789 E. Eisenhower Parkway, P.O. Box 1346 | Ann Arbor MI 48106-1346 USA | 734.997.4777 kelly.lo...@proquest.commailto:kelly.lo...@proquest.com www.proquest.com ProQuest...Start here. 2010 InformationWeek 500 Top Innovator P Please consider the environment before printing this email. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender, and delete the message from your computer. _attend WWRUG12 www.wwrug.com ARSlist: Where the Answers Are_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org attend wwrug12 www.wwrug12.com ARSList: Where the Answers Are