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ca Intellicenter 
Increase Your Value: 
Upgrade CA IT Asset Manager 
Kim Rasmussen 
Sr. Principal Architect (ITAM SWAT) 
C...
Abstract 
IT interruptions often cause business delays that can be 
detrimental to your productivity, quality of service a...
Agenda 
TRENDS  DRIVING NEED FOR CHANGE AND UPGRADE? 
THE VALUE OF UPGRADING 
MIGRATION CONSIDERATIONS AND SERVICE OFFERI...
You face barriers to business productivity. 
What barriers stand between 
your expectation and reality? 
4 © 2014 CA. ALL ...
What keeps you from delivering services effectively? 
Consumer experience is 
expected in the workplace. 
Siloed informati...
You need to make the enterprise more productive. 
Decision 
Makers 
6 © 2014 CA. ALL RIGHTS RESERVED. 
 Increase adoption...
CA Service Management  Drive Business Productivity 
Delight Consumers 
 Unified Self-Service 
 Request ‘Storefront’ 
 ...
IT Asset Management Challenges 
Business Objectives Business Challenges 
8 © 2014 CA. ALL RIGHTS RESERVED. 
How do you fig...
Are you taking advantage of all that CA Service Management 
Solution has to offer? 
Collaboration, Knowledge 
Unified Self...
The Value of Upgrading
Why upgrade now? 
Improved User Experience 
 New and improved user-interface offers a more intuitive navigation and great...
CA IT Asset Manager 14.1 
Release Themes and Business Value 
Availability Themes Value 
November 
2014 
Enhanced CA Softwa...
CA IT Asset Manager 14.1 
Enhanced CA Software Asset Manager Integration 
Features 
13 © 2014 CA. ALL RIGHTS RESERVED. 
Bu...
CA IT Asset Manager 14.1 
Improved Data Management: Hardware Reconciliation Automation 
Features 
14 © 2014 CA. ALL RIGHTS...
CA IT Asset Manager 14.1 
Improved Data Management: Asset Copy 
Features 
15 © 2014 CA. ALL RIGHTS RESERVED. 
Business Val...
CA IT Asset Manager 14.1 
Improved Financial Management: Recalculate Payments 
Features 
16 © 2014 CA. ALL RIGHTS RESERVED...
CA IT Asset Manager 14.1 
Improved Financial Management: Add Asset Cost 
Features 
17 © 2014 CA. ALL RIGHTS RESERVED. 
Bus...
CA IT Asset Manager 14.1 
Usability Improvements—Lower Total Cost of Ownership 
Features 
18 © 2014 CA. ALL RIGHTS RESERVE...
A Single View of All IT Resources Available to a User 
Resources 
IT resources that a user is assigned 
to or is entitled ...
CA IT Asset Manager 12.9 
Release Themes and Business Value 
Availability Themes Value 
November 
2013 
Reduced Implementa...
CA IT Asset Manager 14.1 
Usability Improvements—Lower Total Cost of Ownership 
Features 
21 © 2014 CA. ALL RIGHTS RESERVE...
CA IT Asset Manager 14.1 
Usability Improvements—Lower Total Cost of Ownership 
Features 
22 © 2014 CA. ALL RIGHTS RESERVE...
CA IT Asset Manager 14.1 
Usability Improvements—Lower Total Cost of Ownership 
Features 
23 © 2014 CA. ALL RIGHTS RESERVE...
CA IT Asset Manager 12.8—Prior Releases 
Availability Themes Value 
May 
2013 
 CA IT Asset Manager Upgrade (assist CA IT...
CA IT Asset Manager 12.7—Prior Releases Continued 
Availability Themes Value 
Oct. 
2012 
 Expanded License Models (i.e. ...
CA IT Asset Manager 12.6—Prior Releases Continued 
Availability Themes Value 
May 2012 
 New and Improved User Interface ...
Upgrade/Migration Considerations 
and Service Offerings
Upgrade vs. Migration 
 Upgrade: The act of updating the database and application to 
a newer version 
 Migration: The a...
Why is Data Migration Required? 
 APM 14.1 (and earlier releases) includes changes to improve performance and 
data integ...
Upgrading/Migrating to Release 14.1 
 Upgrade and Migration Planning Considerations 
– Designed to provide an in-place mi...
Migration Process Flow 
14.1 
31 © 2014 CA. ALL RIGHTS RESERVED.
Health Check Utility 
32 © 2014 CA. ALL RIGHTS RESERVED. 
 Diagnostics to address referential 
integrity and other data a...
Migration Reporting Interface 
33 © 2014 CA. ALL RIGHTS RESERVED.
Migration Reporting Interface 
34 © 2014 CA. ALL RIGHTS RESERVED.
Duplicate Asset Name Configurator 
Provides multiple options to address duplicate asset names 
35 © 2014 CA. ALL RIGHTS RE...
Duplicate Asset Name Configurator 
36 © 2014 CA. ALL RIGHTS RESERVED.
Data Migration Utility Coverage 
 Assets 
– Portfolio Status 
– Duplicate Asset Name 
 Attachments 
– URL Attachments Co...
Manual Migration Reports 
 Migration Reporting provides reports for data unable to be covered through 
Automated Migratio...
Supplementary Migration Reports 
 Migration Reporting provides reports for reference purposes. 
 Reconciliation 
– Obsol...
CA Upgrade Services—Value at a Glance 
OPERATIONAL BENEFITS STAFF BENEFITS FINANCIAL BENEFITS 
 Quicker route to 14.1 go-...
Additional Information
For More Information 
 On CA.COM 
– Product Documentation 
– CA Customer Lifecycles Solutions website on ca.com 
 On CA ...
For More Information 
Insert appropriate screenshot and text overlay 
from following “More Info Graphics” slide here; 
Man...
For Informational Purposes Only 
Terms of this Presentation 
© 2014 CA. All rights reserved. All trademarks referenced her...
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Increase Your Value: Upgrade CA IT Asset Manager

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IT interruptions often cause business delays that can be detrimental to your productivity, quality of service and bottom line. The CA IT Asset Manager (CA ITAM) is designed to help manage the complexity of your assets more efficiently.

For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz

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Increase Your Value: Upgrade CA IT Asset Manager

  1. 1. ca Intellicenter Increase Your Value: Upgrade CA IT Asset Manager Kim Rasmussen Sr. Principal Architect (ITAM SWAT) CA Technologies ICX09E #CAWorld
  2. 2. Abstract IT interruptions often cause business delays that can be detrimental to your productivity, quality of service and bottom line. The CA IT Asset Manager (CA ITAM) is designed to help manage the complexity of your assets more efficiently. This course covers the driving need for change and upgrade as well as the value of upgrading for improved user experience, increased user satisfaction and productivity, accelerated ROI and lower cost of ownership. This course will also cover migration considerations and service offerings. Finally, you will learn where you can receive additional information such as product documentation, release notes and much more. Kim Rasmussen CA Technologies Sr. Principal Architect (ITAM SWAT) 2 © 2014 CA. ALL RIGHTS RESERVED.
  3. 3. Agenda TRENDS  DRIVING NEED FOR CHANGE AND UPGRADE? THE VALUE OF UPGRADING MIGRATION CONSIDERATIONS AND SERVICE OFFERINGS ADDITIONAL INFORMATION 1 2 3 4 3 © 2014 CA. ALL RIGHTS RESERVED.
  4. 4. You face barriers to business productivity. What barriers stand between your expectation and reality? 4 © 2014 CA. ALL RIGHTS RESERVED. Reality Expectation
  5. 5. What keeps you from delivering services effectively? Consumer experience is expected in the workplace. Siloed information and measurements impede management decisions. Disparate tools and processes mean inefficient teams. Delays and downtim e lead to frustration. 5 © 2014 CA. ALL RIGHTS RESERVED.
  6. 6. You need to make the enterprise more productive. Decision Makers 6 © 2014 CA. ALL RIGHTS RESERVED.  Increase adoption of new services.  Insight into issues, costs and consumption.  Communicate in business terms. Business Users  Make services easy to access.  Help me serve myself.  Solve my problems quicker. IT Experts  Get me out of firefight mode.  Standardize my process.  Reduce my ticket volumes.
  7. 7. CA Service Management  Drive Business Productivity Delight Consumers  Unified Self-Service  Request ‘Storefront’  Social /Collaboration  Mobility Improve Transparency  Improved Quality  Reduced Risk  Cost Transparency  Consumption Data Empower Teams  Automation  Integrations  Best Practices  Administrative Ease 7 © 2014 CA. ALL RIGHTS RESERVED.
  8. 8. IT Asset Management Challenges Business Objectives Business Challenges 8 © 2014 CA. ALL RIGHTS RESERVED. How do you figure out what software and hardware you have? How do I get the assets where I need them so I don’t buy more? Can I reduce the number of assets I support, the number of vendors? Can I reduce the costs and risks of license audits? Know what IT assets we have Unaware of available assets and software licenses IDENTIFY Manage IT assets effectively Organization over purchased IT assets OPTIMIZE Proactively manage vendors Exposed to risks from license audits and auto-renewals RESPOND
  9. 9. Are you taking advantage of all that CA Service Management Solution has to offer? Collaboration, Knowledge Unified Self-service Catalog/Request Management Analytics & Dashboards Change Controls Performance, SLA Global User Community Best Practice Content Upgrade Programs Acceleration Services Integrations Automation Consumption, Chargeback Consumers Executives ITSM Teams 9 © 2014 CA. ALL RIGHTS RESERVED. Process Efficiency Costs User Satisfaction Business Risk CA Service Management Mobility Software Asset Management Hardware Asset Management
  10. 10. The Value of Upgrading
  11. 11. Why upgrade now? Improved User Experience  New and improved user-interface offers a more intuitive navigation and greater flexibility  “My Resources” provides business user a broad view of their IT assets and more  Improved and simplified configuration (requires significantly less effort)  “Smart” install and upgrade decreases cost of ownership Increased Productivity  Enhanced search capabilities enable you to get to relevant information faster  Respond with greater efficiency to asset related service requests and support calls  Common Administration across CA Service management solutions reduces administration time: multi-tenancy, users, roles, configurations  Increased automation: hardware reconciliation, import scheduler Maximize Your CA IT Asset Manager Investment  Improved Software Asset Management capabilities reduce audit risk and optimize IT spend on software (introduced in the 12.7 release)  Improved reporting and analysis for better decision support  Built-in (OOTB) content to reduce effort and accelerate time to value 11 © 2014 CA. ALL RIGHTS RESERVED.
  12. 12. CA IT Asset Manager 14.1 Release Themes and Business Value Availability Themes Value November 2014 Enhanced CA Software Asset Manager Integration. Enhanced support for multi-tenancy. Data Coordination Service and Import Driver via SOAP API. 12 © 2014 CA. ALL RIGHTS RESERVED.  Improved user experience  Increased user satisfaction  Accelerated ROI  Increased productivity  Lower cost of ownership Improved Data Management. Expanded software asset request fulfillment, hardware reconciliation automation and Asset Copy. Improved Financial Management. Enhanced support for recalculating payments and adding asset costs. Usability Improvements. Single Sign-on with CA Service Desk Manager, ability to view Contact Quick Profile in service desk, Reference Document and Relationship Counts. Single “Solution Aware” install, upgrade, administration and maintenance across CA Service Management.
  13. 13. CA IT Asset Manager 14.1 Enhanced CA Software Asset Manager Integration Features 13 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Easy to configure and schedule  Quick status monitoring  Comprehensive logging to troubleshoot  Supports manual process  Enhanced support for multi-tenancy  Improved Data Coordination Service  Import Driver via SOAP API
  14. 14. CA IT Asset Manager 14.1 Improved Data Management: Hardware Reconciliation Automation Features 14 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Easier administration  Accelerated ROI  Increased productivity  Auto create owned assets from Discovered assets if no match  Reconciliation rule criteria:  Add Models (if not present)  Contact update type  New Asset Status  Exclusion filter capability
  15. 15. CA IT Asset Manager 14.1 Improved Data Management: Asset Copy Features 15 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Greater ease of use  Easy to copy all details of an asset into one or more new assets  Enforces the CORA rules; no duplicates  Allow you to make one or more copies of an asset  Copies the associated asset configurations and out-of-the box relationships  Copies the custom relationships
  16. 16. CA IT Asset Manager 14.1 Improved Financial Management: Recalculate Payments Features 16 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Greater ease of use  Easily navigate and identify the payment schedule  Easily identify paid amount  Audit history for each transaction  Modify frequency of payments  Auto-adjust payment schedule based on:  Unit Amount  Amount Paid  Date Paid  Date Due  Forecast next “payment” schedule  Payment History
  17. 17. CA IT Asset Manager 14.1 Improved Financial Management: Add Asset Cost Features 17 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Greater ease of use  Drag-and-drop fields and easy to customize  Driven through permissions  Administrators can enter a new cost to a set of assets  Utility includes all cost fields and enforces business rules  Configurable according to your needs
  18. 18. CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership Features 18 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Increased user satisfaction  Easier Administration  Easier maintenance and upgrade  Reduced cost of ownership  “Smart” install and upgrades  Common Administration  Single Sign-on  “My Resources” user view  CORA improvements  View Contact quick profile in service desk  Show relation- ship count
  19. 19. A Single View of All IT Resources Available to a User Resources IT resources that a user is assigned to or is entitled to use Desktops, Laptops, Mobile devices, network devices, software, virtual resources etc Information Details of resources and actionable information A warranty expiring, maintenance ending, or under utilization 19 © 2014 CA. ALL RIGHTS RESERVED. Actions In-context actions that speed up user’s tasks Request related services, report issues or reset password CA IT Asset Manager 14.1 Usability Improvements—“My Resources”
  20. 20. CA IT Asset Manager 12.9 Release Themes and Business Value Availability Themes Value November 2013 Reduced Implementation and Maintenance Costs. Provides a more streamlined installation experience to reduce time and complexity. 20 © 2014 CA. ALL RIGHTS RESERVED. • Improved user experience • Increased user satisfaction • Accelerated ROI • Increased productivity • Lower cost of ownership Enhanced Configuration (Less Customization). Improved design and powerful utilities reduce complexity and accelerate configuration tasks. Improved Data Management. More powerful import capabilities and improved performance deliver faster data loads.
  21. 21. CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership Features 21 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Faster installation and configuration  Improved user experience and satisfaction  Lower cost of ownership  Simplified Installer  Out-Of-The-Box (OOTB) APM Roles  Enhanced Software Asset Management Integration  Out-Of-The-Box (OOTB) Data Import Maps
  22. 22. CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership Features 22 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Improved user experience  Increased productivity  Higher user satisfaction  Custom Relationships  Extended Fields on Cost/Payments  Configuration Usability Improvements  Hide Asset Families
  23. 23. CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership Features 23 © 2014 CA. ALL RIGHTS RESERVED. Business Value  Improved user experience  Increased productivity  Higher user satisfaction  ITAM Data Importer Usability and Performance Improvements  Launch Importer with Workflow  Move Asset Model  Change Asset Family  Sub-group Assets  Auto-Create Payments
  24. 24. CA IT Asset Manager 12.8—Prior Releases Availability Themes Value May 2013  CA IT Asset Manager Upgrade (assist CA IT Asset Manager 12 and CA Asset Portfolio Management 11.3.4 customers to move to the 12.8 release)  Expanded Data Fields  Mass Change Wizard  Uploading Attachments  Browser-based ITAM Data Importer  Improved Data Validation  Additional Relationships  Enhanced Common Asset Viewer 24 © 2014 CA. ALL RIGHTS RESERVED.  Increased user satisfaction  Increased productivity  Lower cost of ownership
  25. 25. CA IT Asset Manager 12.7—Prior Releases Continued Availability Themes Value Oct. 2012  Expanded License Models (i.e. device, user, named user, concurrent, processor, enterprise, MIPS, PVUs)  Enhanced Content (expanded software recognition, software SKU catalog, product use rights)  License Usage Analysis  Automated License Reconciliation  Internal Software Allocation  Improved Integration (OOTB Connectors)  License Pooling  License Transfers  License Performance Monitoring  Dynamic Dashboard  Contextual Help System  Improved Reporting 25 © 2014 CA. ALL RIGHTS RESERVED.  Increased user satisfaction  Increased productivity  Lower cost of ownership  Reduced Audit Risk (software license compliance)
  26. 26. CA IT Asset Manager 12.6—Prior Releases Continued Availability Themes Value May 2012  New and Improved User Interface  Improved Usability  Screen Field Order Configuration  Improved Performance and Scalability  Expanded Search Capabilities  Common Reporting  Workflow Engine  Common Multi-tenancy  Expanded Data Importer  Improved Installer  Enhanced Asset Registration Rules  Caching Removed  Extended Platform Support 26 © 2014 CA. ALL RIGHTS RESERVED.  Increased user satisfaction  Increased productivity  Lower cost of ownership
  27. 27. Upgrade/Migration Considerations and Service Offerings
  28. 28. Upgrade vs. Migration  Upgrade: The act of updating the database and application to a newer version  Migration: The act of transforming or moving data from previous structures to newer structures 28 © 2014 CA. ALL RIGHTS RESERVED.
  29. 29. Why is Data Migration Required?  APM 14.1 (and earlier releases) includes changes to improve performance and data integrity. – Lists decentralized from single database structure to individual database structures – Relationships (OOTB and Custom), Costs & Payments (including extensions), Notes and Attachments further separated by object type  APM 14.1 (and earlier releases) includes changes to improve user experience. – Model Costs replaced by Model Pricing – Customization and Security overhauled – Reconciliation simplified and now a service – Events revamped and now leverages ITPAM – Basic and Advanced Search simplified – Location Hierarchies now leverage Generic Hierarchies format – Audits improved to entire record coverage rather than chosen fields – File Attachments leverage Storage Management Service 29 © 2014 CA. ALL RIGHTS RESERVED.
  30. 30. Upgrading/Migrating to Release 14.1  Upgrade and Migration Planning Considerations – Designed to provide an in-place migration of the data to support the latest version – Includes many tools and detailed documentation to plan and perform the migration – Tools Include:  Health Check Utility  Migration Reporting  Duplicate Asset Name Configurator  Migration Utilities  Migration Guides  Supported Languages: – English - French - Italian - Brazilian Portuguese – German - Japanese - Spanish 30 © 2014 CA. ALL RIGHTS RESERVED.
  31. 31. Migration Process Flow 14.1 31 © 2014 CA. ALL RIGHTS RESERVED.
  32. 32. Health Check Utility 32 © 2014 CA. ALL RIGHTS RESERVED.  Diagnostics to address referential integrity and other data anomalies  Execution Mode – Report Only: “View Only” model that takes no corrective action. Generates CSV file of identified issues Report and Correct: Generates CSV file of identified issues and takes corrective action.
  33. 33. Migration Reporting Interface 33 © 2014 CA. ALL RIGHTS RESERVED.
  34. 34. Migration Reporting Interface 34 © 2014 CA. ALL RIGHTS RESERVED.
  35. 35. Duplicate Asset Name Configurator Provides multiple options to address duplicate asset names 35 © 2014 CA. ALL RIGHTS RESERVED.
  36. 36. Duplicate Asset Name Configurator 36 © 2014 CA. ALL RIGHTS RESERVED.
  37. 37. Data Migration Utility Coverage  Assets – Portfolio Status – Duplicate Asset Name  Attachments – URL Attachments Completely – File Attachments Partially (Metadata)  Audit History  Audit Generation for Events  Core Object Extensions – Simple (Character, Currency, Date, Decimal, Integer) – Reference (Drop Down List)  Costs and Payments  Reconciliation Translation List – If data aligned properly  Security Roles – Not including Security Settings  Legal Document Lists – Legal Definition – Document Location – Legal Status – Legal Document T’s & C’s – Legal Document Status History  Location Hierarchies  Notes  Other Lists – Billing Code – Cost Type – Password Information – Note Type  Out Of The Box Relationships 37 © 2014 CA. ALL RIGHTS RESERVED.
  38. 38. Manual Migration Reports  Migration Reporting provides reports for data unable to be covered through Automated Migration.  Migration Documentation will detail how to re-create the data in APM 14.1 through the Web Client interface or otherwise.  Advanced Searches  Basic Search Return Fields  Event Definitions  Filters  File Attachments – Physical movement of data files  Reconciliation – Translation List (if data not 38 © 2014 CA. ALL RIGHTS RESERVED. aligned properly  Tasks  Functional/Field Security Settings
  39. 39. Supplementary Migration Reports  Migration Reporting provides reports for reference purposes.  Reconciliation – Obsolete Translation Lists Report  Details Translation Lists that don’t get migrated – Unconverted Translation List Entries Report  Details Translation Lists that don’t get migrated due to missing data  Event Notification History – Provides one year worth of event history 39 © 2014 CA. ALL RIGHTS RESERVED. 39 December 3, 2012 Copyright © 2012 CA. All rights reserved.
  40. 40. CA Upgrade Services—Value at a Glance OPERATIONAL BENEFITS STAFF BENEFITS FINANCIAL BENEFITS  Quicker route to 14.1 go-live  Upgrade approach lowers risk  Sets stage for faster adoption to not yet implemented functionality  Keeps in-house resources focused on strategic tasks  Leverages CA SMEs already familiar with upgrade processes and considerations  Limits upgrade risk and disruption 40 © 2014 CA. ALL RIGHTS RESERVED.  Simplifies budgeting and financial visibility  Faster go-live for new release means faster return on CA IT Asset Manager investment  Reduces costs  Helps achieve maximum ROI
  41. 41. Additional Information
  42. 42. For More Information  On CA.COM – Product Documentation – CA Customer Lifecycles Solutions website on ca.com  On CA Support – Release and Life Cycle Dates – Release Notes – Product News, Status, Recommended Reading and More – CA IT Asset Manager Supportability Matrix  Communities – Service Management Community 42 © 2014 CA. ALL RIGHTS RESERVED.
  43. 43. For More Information Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here; Management Cloud ensure it links to correct page To learn more about Management Cloud, please visit: http://bit.ly/1wEnPhz 43 © 2014 CA. ALL RIGHTS RESERVED.
  44. 44. For Informational Purposes Only Terms of this Presentation © 2014 CA. 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 solutions so actual results may vary. 44 © 2014 CA. ALL RIGHTS RESERVED.

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