Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA

1. Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA Kim Rasmussen IT Service Management Ca Technologies Senior Principal Architect DO5X100E #CAWorld #ITSM

2. 2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD © 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The content provided in this CA World 2015 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 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Abstract This 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 Sr. Principal Architect

4. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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 LICENSES7

5. Quick Intro to CA IT Asset Manager and CA Software Asset Manager

6. 6 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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.

7. 7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA IT Asset Manager r14.1 - A Complete Solution CA Asset Portfolio Management (CA APM)  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

9. 9 © 2015 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 Compliance6 ■ Money could be used to fund other key projects ■ Additional Maintenance monies coming from already tight budgets Over Purchases7 CA ITAM r14.1 – Software Asset Management Challenges

10. 10 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA ITAM r14.1 – 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

11. 11 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA ITAM – Software Asset Management The master catalog ■ Updated Monthly ■ 150 Manufacturers ■ 1,600 Product Families ■ 24,000 Products ■ 185,000 Mfr SKU’s ■ 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.

13. Lets Get Our Hands “Dirty” GOAL: Make us compliant with All Adobe Acrobat products.. Who wants to drive ?

14. 14 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Lab 1: View Effective Demand  Open CA SAM – Start your preferred browser. Select SAM DEMO in top menu  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.

15. 17 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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.

16. The Master Catalog

17. 21 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA ITAM r14.1 – Software Asset Management  The Master Catalog ■ Updated Monthly ■ 150 Manufacturers ■ 1,600 Product Families ■ 24,000 Products ■ 185,000 Mfr SKU’s ■ 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.

18. 22 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD The Product – A Central Element Manufacturer Product Family Product Product Use Rights Articles Licenses Rules Signatures Raw Data PurchaseRecognition

19. 23 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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 and hotfixes. – Maps out complex software usage, as required for software suites

21. 25 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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 200 Pack for Adobe Acrobat  View license – From to tom Menu: License -> Effective license – type the product filter : “acrobat xi” – See the license registered and the quantity is 200 even though we only bought 2.

22. 28 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Lab 4: Verify Compliance Status  Run compliance – From Top menu select: Compliance -> Current – If you get the list right away. Please “refresh calculation”.  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

23. 31 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Lab 5: Upgrade Licenses  View Compliance for Adobe Acrobat – Note that : Adobe Acrobat X Standard engl. Is missing 2 Licenses.. – But we have plenty of Adobe Acrobat 8 Standard engl. Licenses (195)  Register Upgrade license.. – Article : 65086174AA02A00 – Ensure it resolves to:  Adobe Acrobat X Standard Win Upgrade engl. 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.

24. 32 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Lab 5: Upgrade Licenses - Continued  Link Upgrade license.. – From Top menu : License -> Update License – Find the license from before: – Adobe Acrobat X Standard Win Upgrade engl. License CLP  Click the and select update with base license  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. Eng is now complient  Acrobat 8 Std. Eng went from 195 to 185 unused licenses.. Why ?  We have ALLOT of unused licenses Link Upgrade License to Base license

25. 35 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 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-run Compliance. – Note that :  All Adobe Acrobat products are now compliant – Or are we ?  Still ALLOT of unused licenses Fix the last Adobe Acrobat products

26. Q & A

27. 39 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Recommended Sessions SESSION # TITLE DATE/TIME DO5X99E Managing Software Entitlements in Software Asset Management Solutions from CA 11/16/15 at 3:00 pm Breakers D DO5X98E A Day in the Life of a Software Asset Manager 11/17/15 at 9:00 am Breakers E DO5X101E Get the Most From Your Software Licenses with CA Software Asset Management 11/17/15 at 1:00 pm Breakers D DO5X165S First Horizon National Corporation Succeeds at Software Asset Management – Learn How to Get Your Life Back! 11/17/15 at 3:00 pm Breakers L DO5X169S 10 steps to help accelerate your SAM efforts 11/18/15 at 4:30 pm Breakers L DO5X161S Save a Million Dollars in 15 Minutes with Software Asset Management (and Not Go to Jail) 11/19/15 at 2:00 pm Breakers L DO5X168S Software Asset Management—The Tough Stuff 11/19/15 at 4:30 pm Breakers L

28. 40 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Must-See Demos Software Asset Management CA Software Asset Manager (CA SAM) Theater 5 Unified Self- service CA Service Management Theater 5 Asset Management CA IT Asset Manager Theater 5 Software License Optimization CA SAM Optimization & Simulation Theater 5

Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA

CA Technologies

Pre-Con Education: Zero to Compliance Using Software Asset Management Solutions from CA