Hands-On Lab: From Zero to Compliance Using CA Software Asset Management

ca Intellicenter
Hands-On Lab: From Zero to Compliance
Using CA Software Asset Management
Kim Rasmussen
ICX08E #CAWorld
CA Technologies
Sr. Principal Architect (CA ITAM Swat)

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© 2014 CA. ALL RIGHTS RESERVED.
Abstract
This hands-on session will take the attendees through all the steps performed in the Software License Compliance Reporting process, including discovering software, identifying license demand and ensuring you have the right software entitlement to be compliant. This informative session will be built based on a series of sequential labs that the attendee will complete to see the final result.
Kim Rasmussen
CATechnologiesSr. Principal Architect

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Agenda
INTRODUCTION TO CA ITAM AND CA SAM
LAB 1: VIEW EFFECTIVE DEMAND
LAB 4: VERIFY COMPLIANCE STATUS
LAB 2: COMPLIANCE REPORT
MASTER CATALOG AND ARTICLES
LAB 3: ADD A LICENSE
1
2
3
4
5
6
LAB 5: WORKING WITH UPGRADE LICENSES
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Quick Intro to CA IT AM and CA SAM

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What is Asset Management?
IT Asset Management (ITAM) is the management and reconciliation of the physical, financial and contractual life-cycle attributes of IT assets (hardware and software) to enable the delivery of cost-efficient, timely business knowledge to better manage and control the business and operational aspects of IT.

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CA IT Asset Manager (CA ITAM) r12.9—A Complete Solution
CA Asset Portfolio Management
Hardware Focus
-Lifecycle Management
-Contract Management
-Vendor Management
-Financial Management
-Hardware Reconciliation
CA Software Asset Manager (CA SAM)
Software Focus
-Lifecycle and Contract Management
-Vendor and Financial Management
All inclusive Master Catalog
License-centric methodology
Efficient metric engine
100% Web Based Solution

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Software Asset Management Capabilities With CA SAM

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CA ITAM r12.x –Software Asset Management
Challenges
No standards on purchase data
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Volumes of discovery data
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Not all licenses created equal
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Dynamic data, constant change
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There is no Silver Bullet
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Fines/penalties
Public relations
Unplanned expenses
Out of Compliance
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Money could be used to fund other key projects
Additional Maintenance monies coming from already tight budgets
Over Purchases
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Define Compliance
Processor Value Unit (PVU)
Client Access License (CAL)
Core Based
COMPLEX LICENSE
Multi Use License
Multi Version License
Downgrade Rights
Downgrade Path
LICENSE VARIANTS
Buy One, Install One
SIMPLE LICENSE

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The Master Catalog
Updated Monthly
150 Manufacturers
1,600 Product Families
24,000 Products
185,000 MfrSKUs
Thousands of signatures
And Growing
The Master Catalog is the Core
Licenses
Manufacturer SKU Recognition
Supplements License Data for compliance calculations
Software
Product Recognition Rules
Demand Calculations
Core to the CA Software Asset Manager solution is the Master Catalog, which augments Purchase and Discovery data.

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More Info
This is hands-on, not a sales presentation.
More info on CA ITAM and CA SAM: http://www.ca.com/us/asset-management-system.aspx

Lets get our hands “dirty”.
–GOAL: Make us compliant with AllAdobe Acrobat products.

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Lab 1: View Effective Demand
Open CA-SAM.
–Start your preferred browser. CA SAM should start.
Otherwise, use http://localhost:90/demo.
–Login using User: Admin, Password: coeducation.
Open Effective Demand.
–From Top menu select: Software -> Effective Demand.
–Find the 3 rows for : Adobe Acrobat 8 Standard ger.
Look at details.
–Click on the Details link on one of the rows and select Installations.
–See the individual Devices Adobe Acrobat 8 Std. German is found at
Check effective demand for Adobe Acrobat 8 Std. Ger.

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Lab 1. Expected Result

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Lab 2: Compliance Report
Run compliance.
–From Top menu select: Compliance -> Current
–Select :
Manufacturer : Adobe
Organization Unit: Group
Start Analyze
View.
–Find Adobe Acrobat 8 Std. Ger.
–See how the data is aggregated.
–Notice that there is no License for the product.
–Click on the “effective demand” (100) to see where. (Noticing it is effect demand view from Lab1.
Identify Compliance Status for Acrobat 8 Std. Ger.

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The Master Catalog
Updated Monthly
150 Manufacturers
1,600 Product Families
24,000 Products
185,000 MfrSKUs
Thousands of signatures
And Growing
The Master Catalog is the Core
Licenses
Manufacturer SKU Recognition
Supplements License Data for compliance calculations
Software
Product Recognition Rules
Demand Calculations
Core to the CA Software Asset Manager solution is the Master Catalog, which augments Purchase and Discovery data.

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The Product –a Central Element
Manufacturer
Product Family
Product
Product Use Rights
Articles
Licenses
Rules
Signatures
Raw Data
Purchase
Recognition

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Master Catalog Content Continued
Product Use Right Details
–License metric
–Number of use rights
–Downgrade paths
–Second copy rights
–Parallel usage rights
–Unlimited usage rights
–Site licenses
Signatures for Software Recognition
–Add/Remove Program, MSI Codes, Files, ISO Tags (19770-2)
Recognition Rules
–Efficient minimizing of the usage inventory by detecting irrelevant signatures such as patches & hotfixes
–Maps out complex software usage, as required for software suites

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Catalog Fundamentals
Manufacturer
Product
Article
License
1x
2x
Product family
…
sparkling
still
Usage
Folien T.S.Spratter

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Lab 3: Add a License
Register the license.
–From the top menu: Licenses -> License Box -> Manual Input
–Type in the Article : 65196797AA04A00
–Verify it is resolved:
Adobe Acrobat XI Standard Win 100 Pack ger.License CLP
–Type in Quantity: 2 (Remembering this is a 100 Pack)
–Cost Center : EE-EE10-EE10/100
(Personal /HR)
–Press: Add License.
Register a 100 Pack for Adobe Acrobat

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Lab 3: Add a License (cont’d)
View license.
–From to tom Menu: License -> Effective license -> single
–Press the Filter :
–Type the product filter: “acrobat xi”
–See the license registered and the quantity is 200 even though we only bought 2.
Register a 100 Pack for Adobe Acrobat

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Lab 4: Verify Compliance Status
Run compliance.
–From Top menu select: Compliance -> Current.
–If you get the list right away. Please “refresh view”.
Note :
–Adobe Acrobat 8 Std. Germ. is now compliant.
–Adobe Acrobat XI Standard ger.–is now in the list.
(Might be next page)
Adobe Acrobat XI Standard ger.–is used 100 for the Acrobat 8 demand.
Re-run and verify compliance.

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Lab 5: Upgrade Licenses
View Compliance for Adobe Acrobat
–Note that : Adobe Acrobat X Standard engl.Is missing 2Licenses..
–But we have plenty of Adobe Acrobat 8 Standard engl.Licenses (195)
Register Upgrade license.
–Article : 54022319AS
–Ensure it resolves to:
Adobe Photoshop CS3 10 Win Upgrade ger.License CLP
–Quantity: 10
–Cost Center : EE-EE10-EE10/100
Verify it is registered.
Re-run Compliance.
–Why does it not show as Compliant??
Register a Upgrade license for Adobe Acrobat X Standard Engl.

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Lab 5: Upgrade licenses–Continued
Link Upgrade license.
–From Top menu: License -> Update/Maintenance -> Single
–Find the license from before:
–Adobe Acrobat X Standard Win Upgrade engl.License CLP
Click the and select update.
Select the Base license (maybe you need 2 licenses)
–Adobe Acrobat 8 Standard Win engl.License CLP.
Press Carry out Update
Note how it only takes 10 copies.
Re-run Compliance.
–Note that :
Acrobat X Std. Engis now compliant
Acrobat 8 Std. Engwent from 195 to 185 unused licenses. Why ?
We have A LOT of unused licenses
Link Upgrade License to Base license.

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Lab 6: Extra–Upgrade license for:
Find the last Adobe Acrobat product that is missing a license.
Check to see if we have Licenses that can be used for a Upgrade.
Register the License.
Ensure all is defined correct–Upgrade etc.
Re-runCompliance.
–Note that :
All Adobe Acrobat products are now compliant–Or are they?
Still A LOT of unused licenses.
Fix the last Adobe Acrobat products.

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For More Information
To learn more about Management Cloud, please visit:
http://bit.ly/1wEnPhz
Insert appropriate screenshot and textoverlayfrom following“More Info Graphics” slide here; ensure it links to correct page
Management Cloud

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For Informational Purposes Only
© 2014CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutionssoactual results may vary.
Terms of this Presentation

Hands-On Lab: From Zero to Compliance Using CA Software Asset Management

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