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Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down

Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down

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Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down

  1. 1. World® ’16 Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down Kim Rasmussen Sr. Principal Engineering Services Architect – CA Technologies AMX25E AGILE MANAGEMENT
  2. 2. 2 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD © 2016 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The content provided in this CA World 2016 presentation is intended for informational purposes only and does not form any type of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA. For Informational Purposes Only Terms of this Presentation
  3. 3. 3 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Abstract Do you ever feel like you are trying to boil the ocean when all you need is a water for a cup of tea? Well that's what an ill targeted software asset management plan can feel like. Using software asset manager capabilities in CA IT Asset Manager as an example, find out how to identify the software in your estate that really matters, that's important, for which there is demand. Learn where to focus and where not to. Investigate streaming, software subscriptions and other impactful topics to enhance your software asset manager success. CA Technologies - Sr. Principal Engineering Services Architect Kim Rasmussen
  4. 4. 4 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Agenda CHALLENGES GETTING YOUR “DUCKS IN A ROW” (FIND THE RIGHT DATA SOURCES) CALCULATE COMPLIANCE USING CONNECTORS COLLECTING ENTITLEMENT DATA DATA QUALITY 1 2 3 4 5 6
  5. 5. @CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.5 @CAWORLD #CAWORLD Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down The Challenge
  6. 6. 6 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD No standards on purchase data1 Volumes of discovery data2 Not all licenses created equal3 Dynamic data, constant change4 There is no Silver Bullet5 ■ Fines/penalties ■ Public relations ■ Unplanned expenses Out of Compliance 6 ■ Money could be used to fund other key projects ■ Additional Maintenance monies coming from already tight budgets Over Purchases7 Software Asset Management Challenges
  7. 7. 7 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Software Asset Management 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
  8. 8. 8 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Software Asset Management Effective demand vs. Software installs Metric Engine Calculation Recognition
  9. 9. @CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.9 @CAWORLD #CAWORLD Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down Getting your “Ducks in a row” (Find the right data sources)
  10. 10. 10 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Getting your “Ducks in a row” § Resulting data quality is only as good as the original source § You must trust the input sources to trust the result § Environment data changes all the time – Requires continuous data collection – Process to validate data and error handling § No one tool can collect all data Find the right data sources
  11. 11. 11 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD The Multiple Sources Enrichment SourcesPrimary Sources CA ITAM – Software Asset Management CA ITAM – Asset Portfolio Management CA IT Asset Manager (CA ITAM) Data Coordination Service 1. Enrich Device data CA Client Automation (Servers) SCCM (Desktops EMEA) SCCM (Desktops Americas) vCenter CA Configuration Automation Custom Software Asset Management (SAM) Connectors Oracle CA ITAM Data Coordination Service 1. Base Data Hardware Reconciliation MDB
  12. 12. 12 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 3rd Level Metrics Non-generic data, for example: Features Enabled # of Concurrent users # of Active users Many Server-based enterprise wide Software solutions require specific KPI’s 1st Level Metrics Count of devices, number of sites, number of employees Typically for things like site licenses or enterprises wide licenses 2nd Level Metrics A combination of Generic Device: Capacity Relationships Installations Most common licensing metrics Data typically available in an Inventory tool Finding the Right Data Source We categorize License Metrics into three categories
  13. 13. 13 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Finding the Right Data Source § Typically this is a count from HR or Finance – Number of employees – Number of sites around the world – Number of devices bought § Normally you would not need a tool to collect this, but it can help in automating the process… – …IF the software vendor accepts that count as “proof of usage” What do we need for 1st Level Metrics ?
  14. 14. 14 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Finding the Right Data Source § A combination of: – Installation – Device Capacity – Relationships § Virtualization § Users § Device attributes important for effective demand calculation (capacity) – Device type – CPU Type – CPU Count – Overall Core Count What do we need for 2nd Level Metrics ?
  15. 15. 15 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Finding the Right Data Source § Identify software installation – APR § Master catalog includes a lot of Recognition information – Native method § Most likely requires new Signatures and Recognition rules § Virtualization Relationship – Device type – Physical – Software partition – Hardware partition – Relation to Physical Host, Cluster and Pools § User Relationship – User – Device information § Secondary use right § Metric conversion for user-based software installed on a device § MSDN What do we need for 2nd Level Metrics ?
  16. 16. 16 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Finding the Right Data Source § Product specific, for example: – Oracle features and options enabled – Number of concurrent service desk users – Number of managed devices in the CMDB What do we need for 3nd Level Metrics ?
  17. 17. 17 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Primary Source vs. Enrichment Sources § Primary Source – Creates and maintain the Device Record – Your typical 1st and 2nd Level Metric data § Enrichment Source – Adding data to existing object § Cluster information § Oracle discovery § Organizational info (i.e. Cost-center, location and user relations) – Some inventory tools might deliver some of the data – In special cases it can enrich the actual base data
  18. 18. 18 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Primary Source § You should only have one primary source for each device – Create the device, classify device and CPU type – Hardware attributes – Preferably installed software § You can have multiple primary sources – Not to overlap devices By type • Desktops • Unix servers • Windows servers By location • EMEA • APJ • Americas By organization - Finance - Development - Sales
  19. 19. 19 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD The Multiple Sources Enrichment SourcesPrimary Sources CA ITAM – Software Asset Management CA ITAM – Asset Portfolio Management CA IT Asset Manager (CA ITAM) Data Coordination Service 1. Enrich Device data CA Client Automation (Servers) SCCM (Desktops EMEA) SCCM (Desktops Americas) vCenter CA Configuration Automation Custom Software Asset Management (SAM) Connectors Oracle CA ITAM Data Coordination Service 1. Base Data Hardware Reconciliation MDB
  20. 20. 20 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Find the Right Primary Source § Typically the Inventory management tool – Microsoft SCCM, Symantec Altiris, CA Client Automation § If overlap – Best practice, uninstall the agents from one of the tools § You should not need two management tools on each device – Nominate the Primary tool for the set of devices § Modify both connectors to enforce that rule – Do not create Device from other tool – Do not overwrite
  21. 21. 21 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Enrichment Sources § Should not change any hardware attributes – Will mess up the history – If you have to, the primary source should not include the attribute § e.g. Core count, then the Primary will have to deliver Core count and the Enrichment only include Core count § Typically supply RAW or Software Install/usage § General Rule: – If you update anything from the Enrichment source it can NOT be included in the Primary source data
  22. 22. @CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.22 @CAWORLD #CAWORLD Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down Using Connectors
  23. 23. 23 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Standard Connectors § Over 40 Standard Connectors (for Inventory and License) § Admin -> Standard connectors overview
  24. 24. 24 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Standard Connectors
  25. 25. 25 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Data Coordination Service OOTB Enrichment Source Consolidated Asset Views CA IT Asset Manager Asset Portfolio Management Software Asset Management CA Service Management Components CA Service Catalog CA Service Desk Manager SAM DB Data Coordination Service (Hardware Discovery/Ownership)MDB TADzSCCM § License Compliance § Internal Allocations § SAM Lifecycle CA Client Automation DDMI Discovered Data Sources
  26. 26. 26 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Reference Data Source (E.g. Cost Centers) Hardware Reconciliation And Enrichment Reference/Ownership Data Owned Data Source (E.g. Hardware Assets) Owned Data Source (E.g. Software Licenses) Owned Data Source (E.g. Software Contracts) CA ITAM – Asset Portfolio Management CA ITAM – Software Asset Management Discovered Data Source (E.g. DDMi) Discovered Data Source (E.g. CA Client Automation) Discovered Data Source (E.g. SCCM) Reference Data – Organizational Structure Reference Data – Geographical Structure Owned Data – Contacts Discovered Data – Hardware Devices Enriched Hardware Assets - Contact - Location - Cost center Data Coordination Service OOTB Enrichment source
  27. 27. 27 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA ITAM – Data Coordination Service OOTB Enrichment source Division Company Cost Center Region Country Location Group All
  28. 28. 28 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Combining Data Sources § SCCM do not know about clusters and virtualization § Maintain Virtualization Relationships § Need to handle the data awareness to not update same thing from 2 sources § Doc: CA ITAM Software Asset Management Multi-Source Discovery v2.pdf Use Case – SCCM and vCenter
  29. 29. 29 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Combining Data Sources cont. § Consideration – Should vCenter create devices ? § ESX hosts and Clusters as this is not in SCCM § What about partitions? § Yes: Get incomplete data if it does not exist in SAM § NO: Get Import error if Device do not exist in SCCM § My preference – NO.. As it is better with no data than with incomplete data – Software inventory for the Servers…. Yes – no other source – Software inventory for Partitions… NO incomplete data – Device types § Yes : SCCM does not know about virtualization so device type has to change.. – Implement awareness for device type Use Case – SCCM and vCenter
  30. 30. 30 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Combining Data Sources cont. § Device type – 400_sccm_devices.xml § Only update if changed § OK with history – 400_devices_vcenter_5.xml § Add code to change device_type_id Partision and not containing vmware § Do not import VM Devices from vCenter only Cluster and Host information § See doc. Use Case – SCCM and vCenter
  31. 31. 31 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 3rd Level Metrics § Some OOTB connectors (e.g. Oracle LMS) § Typically Generic RAW inventory – Signature recognitions – Flexible § Register as software installation/account usage – Require you to know ProductID to store it – Eliminate recognition – Not as flexible Connectors
  32. 32. 32 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 3rd Level Metrics § Rely on Primary source to create Base Device data § Require a common reproducible device ID § All OOTB connectors use Hostname § Alternatively use FQDN (DNS names) – Requires all connectors modified to align Connectors
  33. 33. 33 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD What if the data is unavailable or hard to get to? § Manually register Usage (Manual Attestation) § Can be on Individual Device (Software Installations) or Users (Account Usage) § Typically it will be a cost-center usage – 1 count for a whole cost center – Many use a CC for the full company Manual attestation
  34. 34. 34 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD What if the data is unavailable or hard to get to? Cont. § Need a process to keep data current – e.g. every month or every 3 months § Need documentation – Use Remark field § Use intermediately when implementing 3rd Level Metric connectors Manual attestation
  35. 35. @CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.35 @CAWORLD #CAWORLD Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down Collecting Entitlement Data
  36. 36. 36 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Collecting Entitlement Data Challenges
  37. 37. 37 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Collecting Entitlement Data § Central controlled process – Can be de-centrally managed § NO entitlement should be unregistered – Robust, but easy to use – Ease of use encourages use of process § Register one Contract / Purchase Order at the time
  38. 38. 38 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Collecting Entitlement Data § Build Process for future purchases – Ensuring all entitlement is managed § Older data – Identify old system § Excel, Database, manual, non existing – Identify old storage cabinets § Collect one Vendor at the time – One contract/PO at a time – Starting with the one you have most knowledge of – Highest risk
  39. 39. 39 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Collecting Entitlements § Use a CSV or Excel sheet to capture all data and then import them. – Base CSV Using a CSV system or Excel to collect
  40. 40. 40 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Collecting Entitlements § CA Services uses an Excel Template – Build in SKU checker Using a CSV system or Excel to collect
  41. 41. 41 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Hints for Collecting Data § Do it in small controlled “chunks” – e.g. one Contract at the time § Ensure you have all data before starting the registration – Including EULA if the SKU does not exist – Once registered it is typically archived § Consult License Responsible / Internal Produce Owner – Always have sign off from Product Owner
  42. 42. @CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.42 @CAWORLD #CAWORLD Pre-Con Ed: Covering Your "Assets" - Don't get Caught with Your [Software] Pants Down Data Quality
  43. 43. 43 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Data Quality § Reliable results come from reliable data sources § Data quality also includes completeness § Continuously verify the data – Reports comparing systems § Documenting Data Verification process – Is as important as documenting the data sources § Always use common sense in your data assessment
  44. 44. 44 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Data Quality § Compare Asset Management with discovery – Are all Owned Assets available – Are all discovered assets managed by owners § Active Directory (AD) contains all computers on the network – Many AD computer lists hold allot of legacy data § ALL data sources require maintenance § Automation and processes are KEY Completeness - Devices
  45. 45. 45 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Data Quality § Manage Users in one place – Typically AD – Need a process to ADD, CHANGE and REMOVE § Enrich in tools when needed – i.e. CA ITAM – Asset Portfolio Management adds Locations and Device relationships Completeness - Users
  46. 46. 46 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Data Quality § Many metrics need more than just installations § Device attributes § Installation records § Verify by License Metric – i.e. Core Count is not normally available in older SCCM installations § Add extra discovery to your inventory tool § Add manual data – There is no other way – Needs to be reproducible – Needs to be documented Completeness – Compliance calculation
  47. 47. 47 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Understand the Data A tool is not everything; if you do not understand the EULA you may not be able to ensure correct compliance status Always apply human logic and common sense to the result to ensure correct compliance status Know Your Data Sources Remember to collect and manage both Discovery and Entitlement data. Document every data stream to be able to understand the different data elements that comply to the result. Ensure Data Quality (and completeness) Data is everything is you can not trust the data you can not trust the result. CA ITAM – Software Asset Management provides a wide range of data quality indicators. Use them in a structured manner. Summary
  48. 48. 48 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Recommended Sessions SESSION # TITLE DATE/TIME AMX23E CA Software Asset Management - Key Customer Topics 11/15/2016 at 3:30 pm AMX21S Case Study: Create Time out of Thin Air - Automate and Stop Manual Software License Compliance 11/16/2016 at 3:00 pm AMX122S Case Study: Taking IT Asset Management to the Next Level With Process Automation 11/17/2016 at 3:45 pm
  49. 49. 49 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Must See Demos Service Desk and Support Analyst xFlow Experience Software and Hardware Asset Management Request Management and Self-service Management Insights – Reporting and Dashboards
  50. 50. 50 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Questions?
  51. 51. 51 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Thank you. Stay connected at communities.ca.com

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