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Strategies for Effective Hardware and Software Asset Management

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Pro-actively managing IT assets and effectively planning for what’s next are not easy in increasingly complex IT environments. Learn about a government agency's journey to successful implementation of hardware and software asset management. Walk away with more in your toolbox to aid your own journey to building a sound strategic and tactical approach to IT Asset Management solutions from CA Technologies.

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

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Strategies for Effective Hardware and Software Asset Management

  1. 1. Strategies for Effective Hardware and Software Asset Management Michael Glanert ICT19S #CAWorld Systems Made Simple ITAM Practice Lead ca Intellicenter
  2. 2. 2 © 2014 CA. ALL RIGHTS RESERVED. Abstract Pro-actively managing IT assets and effectively planning for what’s next are not easy in increasingly complex IT environments. Hear about a government agency's journey to successful implementation of hardware and software asset management.Walk away with more in your toolbox to aid your own journey to building a sound strategic and tactical approach to IT Asset Management solutions from CA Technologies. Michael Glanert Systems Made Simple ITAM Practice Lead
  3. 3. 3 © 2014 CA. ALL RIGHTS RESERVED. Today’s Objectives WHERE TO START THE HOLISTIC LIFECYCLE APPROACH MAKING DATA HIGHLY AVAILABLE TO STAKEHOLDERS PROACTIVE MANAGEMENT OF IT ASSETS TOOL AGNOSTIC STRATEGIC AND TACTICAL APPROACH MAINTAINABILITY OF THE REPOSITORY 1 2 3 4 5 6 MEASURING SUCCESS 7
  4. 4. 4 © 2014 CA. ALL RIGHTS RESERVED. ITAM Strategic Planning Take a crawl, walk, run approach –Build upon small successes –Architect achievable deliverables Maintain weekly contact with the main sponsor Understand the stakeholders, the value of key partnerships and cross-functional collaborations Build a strong foundation Implement Go-Forward Implementation
  5. 5. 5 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tactical Execution Understand the ITAM lifecycle Map the current process –Reduce Complexity –Play in the sandbox of others Map data attributes to be collected to the tool Start integration of procurement
  6. 6. 6 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tactical Execution Integrate with key cross-functional organizations: –Procurement –Accounting and Finance –Change Management –Architecture and Build teams Configure the tool Start building models and asset records Document click-level instructions
  7. 7. 7 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tactical Execution Start collecting entitlements Integrate automated discovery to ITAM Software normalization Hardware reconciliation Add dashboardingand reporting
  8. 8. 8 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tactical Execution Asset Tagging –Barcode and RFID Evangelize ITAM and the achievements Integrate with CMDB IMACD Maintain ITAM Repository
  9. 9. 9 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tactical Execution Software-Don’t deploy unless you already own it –If not purchase it –Track trend analysis of software usage –Perform bulk purchases at the beginning of the year –Perform proactive targeted license true-up each quarter –Hire license experts Maintain the ITAM repository IT Asset Disposal –SW license harvesting
  10. 10. 10 © 2014 CA. ALL RIGHTS RESERVED. Maintain an ITAM Roadmap
  11. 11. 11 © 2014 CA. ALL RIGHTS RESERVED. ITAM Lifecycle Approach Implementation of holistic and comprehensive lifecycle approach that integrates best practices Discovery Data for validation of deployed IT Assets PR PO Internal Approval cycle Invoice Quote Start of the ITAM Lifecycle Start of the CMDB Lifecycle
  12. 12. 12 © 2014 CA. ALL RIGHTS RESERVED. Map Existing Process to ITAM Lifecycle
  13. 13. 13 © 2014 CA. ALL RIGHTS RESERVED. What Data? Where, How and When is it Obtained? Map Data Attributes in ITAM Repository Request Asset Family Asset Description Manufacturer Accounting Attributes Quantity Funding Reviewer Control Number Package Sequence # Comments Title Deliver to Location PR # Dispatch of PO to Vendor If New Buy Purchase Asset Family per unspsc Asset Class per unspsc Payee (preferred vendor) Manufacturer part # Model PO # PO Date PO Line # Buyer Unspsc code Unspsc description Cost Termination Date Ship To Location If Maintenance Purchase Level of Service Coverage Vendor Interaction Serial # Date Received Serial # validation Quantity validation Asset Taging Invoice # Invoice copy Date Paid Amount Paid HW Date Last Discovered Serial # Computer Name Discovered OS HW Vendor RAM Processor Type Processor Count Core Count Cluster yes-no MAC Address IP Address SW Computer Name Edition License Title Publisher Product Version
  14. 14. 14 © 2014 CA. ALL RIGHTS RESERVED. Configuring the Tool Basic out-of-the-box set-up –Build Asset Family and Class –Screen design and layout –Add extended fields if necessary –Add Locations –Add Vendors –Add approved users –Define access roles –Tie to active directory
  15. 15. 15 © 2014 CA. ALL RIGHTS RESERVED. Start Building Models and Asset Records
  16. 16. 16 © 2014 CA. ALL RIGHTS RESERVED. Start Building Models and Asset Records
  17. 17. 17 © 2014 CA. ALL RIGHTS RESERVED. The Importance of the Cost Tab
  18. 18. 18 © 2014 CA. ALL RIGHTS RESERVED. Asset Tagging Barcode and RFID
  19. 19. 19 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tools and Technology Building Blocks CA APM Reporting and Dashboards Discovery Tools Existing Spreadsheet and Procurement Data Deployed IT Assets ESAM Net License Position CA SAM Validation and True-up of active IT Assets Hardware Reconciliation SW Normalization CA IT Asset Manager HW and SW New Buy’s and Maintenance, Contracts HW and SW Purchase Data PO, COST, Warranty and Maintenance Termination Dates, Invoices (Entitlements) Knowledge of available Titles, Versions and SKU’s by License Pools Proactive SW License Legal Compliance Management of Use Rights
  20. 20. 20 © 2014 CA. ALL RIGHTS RESERVED. Software Normalization: Asset Viewer
  21. 21. 21 © 2014 CA. ALL RIGHTS RESERVED. Software Normalization
  22. 22. 22 © 2014 CA. ALL RIGHTS RESERVED. VM Environment
  23. 23. 23 © 2014 CA. ALL RIGHTS RESERVED. VM Environment
  24. 24. 24 © 2014 CA. ALL RIGHTS RESERVED. Effective Demand in CA Software Asset Manager
  25. 25. 25 © 2014 CA. ALL RIGHTS RESERVED. Hardware Reconciliation
  26. 26. 26 © 2014 CA. ALL RIGHTS RESERVED. ITAM Tools and Technology Building Blocks CA APM Reporting and Dashboards Discovery Tools Existing Spreadsheet and Procurement Data Deployed IT Assets ESAM Net License Position CA SAM Validation and True-up of active IT Assets Hardware Reconciliation SW Normalization CA IT Asset Manager HW and SW New Buy’s and Maintenance, Contracts HW and SW Purchase Data PO, COST, Warranty and Maintenance Termination Dates, Invoices (Entitlements) Knowledge of available Titles, Versions and SKU’s by License Pools Proactive SW License Legal Compliance Management of Use Rights
  27. 27. 27 © 2014 CA. ALL RIGHTS RESERVED. CA Software Asset Manager to APM Table Structure CA-SAMDevice Object APM Reconciliation Field Database Field (Al_discovered_hardware) Device Key --- external_device_key Model System Model asset_model Network --- dns_name Storage (GB) Disk Space disk_space Name Host Name host_name Inventory Date LastRun Date last_run_date MAC Address MAC Address mac_address RAM (MB) Memory total_memory Operating System Operating System operating_system Installed CPUs Processor Count processor_count SPU speed(MHz) Processor Speed processorspeed Serial Number Serial Number serial_number Inventory Number BJQSAsset Tag asset_tag Asset Name --- --- Manufacturer System Vendor vendor_name Device Type System Type (?) SystemType (?) Data Source (?) external_source CPU Type Processor Type processor_type Last Logged-onUser --- login_id Import ID --- external_device_id Follow the Data: SAM to APM
  28. 28. 28 © 2014 CA. ALL RIGHTS RESERVED. Available Data From CA Software Asset Manager to APM
  29. 29. 29 © 2014 CA. ALL RIGHTS RESERVED. Dashboards and Reports
  30. 30. 30 © 2014 CA. ALL RIGHTS RESERVED. Dashboards and Reports
  31. 31. 31 © 2014 CA. ALL RIGHTS RESERVED. Addressing Client Challenges Business Objectives Business Challenges Solution Benefits Know what IT assets we have Unaware of available assets and software licenses Always know what IT assets are being used and available Manage IT assets effectively Organization over purchases IT assets Optimize the process for managing asset cost and distribution Proactively manage vendors Exposed to risks from license audits and auto-renewals Mitigate the risk of unmanaged contracts and unexpected audit Respond Optimize Identity
  32. 32. 32 © 2014 CA. ALL RIGHTS RESERVED. Asset Disposition
  33. 33. 33 © 2014 CA. ALL RIGHTS RESERVED. Maintaining the ITAM Repository Change Management, Architecture and Build Teams –Ensure you are receiving change tickets that impact ITAM –Change is your first line of defense to understand planned change –Discovery is a confirmation of the change
  34. 34. 34 © 2014 CA. ALL RIGHTS RESERVED. Importance of Selecting the Right ITAD Vendor IT Asset Disposal –Establish secure storage of IT assets –Establish a SW license harvest process –Understand what is reusable and ready for retirement –Establish an internal wipe and clean procedure –Establish a disposal process –Select an ITAD vendor –Draft a master service agreement and task order –Ensure you receive receipt reports –Ensure you receive a final disposition report –Attach final disposition to the asset records –Formally document the Disposal Process
  35. 35. 35 © 2014 CA. ALL RIGHTS RESERVED. 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
  36. 36. 36 © 2014 CA. ALL RIGHTS RESERVED. For Informational Purposes Only This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners and Customers. Terms of this Presentation

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