Strategies for Effective Hardware and Software Asset Management

Strategies for Effective Hardware
and Software Asset Management
Michael Glanert
ICT19S #CAWorld
Systems Made Simple
ITAM Practice Lead
ca Intellicenter

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© 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

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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
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MEASURING SUCCESS
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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

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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

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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

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Start collecting entitlements
Integrate automated discovery to ITAM
Software normalization
Hardware reconciliation
Add dashboardingand reporting

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Asset Tagging –Barcode and RFID
Evangelize ITAM and the achievements
Integrate with CMDB
IMACD
Maintain ITAM Repository

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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

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Maintain an ITAM Roadmap

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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

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Map Existing Process to ITAM Lifecycle

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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

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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

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Start Building Models and Asset Records

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Start Building Models and Asset Records

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The Importance of the Cost Tab

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Asset Tagging
Barcode and RFID

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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

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Software Normalization: Asset Viewer

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Software Normalization

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VM Environment

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VM Environment

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Effective Demand in CA Software Asset Manager

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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
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

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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

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Available Data From CA Software Asset Manager to APM

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Dashboards and Reports

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Dashboards and Reports

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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

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Asset Disposition

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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

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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

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For More Information
To learn more about Management Cloud, please visit:
http://bit.ly/1wEnPhz
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Management Cloud

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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

Strategies for Effective Hardware and Software Asset Management

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