Software Asset Management
Alastair Dick – Technology Strategist
(alastaid@microsoft.com)
Brian Painting – Business Manager
(brianpa@microsoft.com)
Kevin Trinkwon – Trustmarque Solutions
(Kevin.Trinkwon@trustmarque.com)
For Audio through the telephone dial: 0118-909-3000 ID: 9658972
Agenda
• Overview
– Microsoft perspective of Asset Management
moving forward
• Tools available to assist Asset Management
– System Center Config Manager
– Asset Intelligence
• Software Asset Management
– A LAR Perspective
2
The Asset Management Problem
TheCIOPerspective
• Must be able to verify asset existence
- How do we know that assets are still in use?
- Which assets have been disposed of or lost/stolen?
• Asset records need to be complete
- How do we make sure that all purchased IT assets are
included in the financial statements?
• Need to understand rights and obligations
- Which IT assets are owned or leased or rented?
- Are we in compliance with license agreements?
System Center Scenarios
4
Asset & License Management: Priorities
Mission: To provide tools that allow customers to more easily inventory and manage
assets across their enterprise
•
Deliver a comprehensive solution for tracking / managing enterprise assets
- Software – identification, categorization
- Hardware – primary user, machine / CPU age, peripherals
- Reporting - lifecycle, compliance, etc.
•
Deliver a comprehensive solution for tracking / managing license units
- Bits-based
- Connection-based
- Other (proc, virtual, subscription, etc.)
•
Define and drive broader asset management scenarios
- Reporting -> Management thru Service Desk
•
“Embrace and normalize” future asset & licensing models
- Drive internal modeling (SML) efforts for asset / license metadata
- Participate in relevant industry standards efforts (e.g. ISO 19770)
Microsoft Confidential: Internal Use Only
5
The Asset Management Problem
• What assets do we have and where are they?
– How do we know this is a complete list ? How do we prove that assets still exist ?
– How many assets are on order, in the store room, out for repair?
– What was the original cost, how much are they worth now? When should we consider
replacing them?
• Who owns them? Who is responsible for them?
– When did we buy them? Are they still supported? When does the warranty run out?
– We leased these right? When does the lease run out?
• Where did my software come from? Is it licensed?
– I see Acme software on my system, but did it get installed from my vendor copy, or
from a copy someone bought at my local computer store?
– OK – I figured out what Acme is, and how it’s installed – but how much does my
vendor think I own?
6
The System Center Solution
System Center Configuration Manager
System Center Online
• Software Packaging and Deployment
• Asset Inventory & Reporting
• License Mgmt (MSFT only)
• Patch Mgmt
Packaging
&
Deployment
Inventory
&
Analysis
Plan, Procure,
Assign
Change
Management
System Center Service Manager
• Integration with LOB systems
• Workflows to support change management
- Procure new
- Reallocate
- Retire
7
Microsoft System Center
Asset Management Roadmap
Phase 2
2007-2008
Phase 1
Theme: Improve
Asset Visibility
•
•
•
•
Acquired AssetMetrix Corp. to
provide additional “Asset
Intelligence” technologies for
System Centre
Deliver enhanced asset
identification and
categorization capabilities into
SMS 2003 SP3 and SCCM
2007.
New Asset Information Service
to be launched
Integrated MSFT license usage
reporting & reconciliation
Phase 3
2009+
Theme: Automating
Asset Management
•
•
•
Easily integrate with
procurement systems via
System Center Service
Manager
Workflow solutions to
automate tasks across the
entire asset management
lifecycle
Provide ability to track and
manage disparate license types
(e.g. CALs).
Theme: Modeldriven Asset
Management
•
•
Provide tools that make it easy for
all software developers to
describe their products in a
consistent way, and easily
integrate with Windows licensing
technologies.
Deliver new capabilities into
System Center Wave 3 that:
- Make it easy to manage license
stores & data across the enterprise;
- Deliver comprehensive asset
reporting (e.g. lifecycle summary,
policy compliance scorecard, etc.)
8
“Asset Intelligence”
Adding AssetMetrix Capabilities to SCCM 2007
• Goal: Augment existing SMS inventory capabilities with comprehensive asset
identification & categorization. Facilitate decision support for upgrade / migration
planning, software consolidate, license reconciliation, and more.
• Approach:
-
Based on AssetMetrix (AMx) acquisition in April 2006
Integrate AMx Knowledge Base tables into SMS - ~350,000 categorized apps
Extend SMS inventory agent (thru WMI) to collect additional artifact data
Deliver several (> 35) new SMS reports that facilitate asset & license mgmt.
SMS
H/W & S/W
Inventory Data
AssetMetrix
Knowledge
Base
+
New Asset and
License Reports
+
• SW Consolidation
• Upgrade Planning
• License Reporting
9
Asset Intelligence
• Recent Usage Inventory:
SCCM metering agent will inventory the last time any executable was running in the
user context.
Data returned through hardware inventory.
Additional reports will help you answer the “When was the last time this was used?”
question.
• Auto-created Metering Rules:
Last Usage Inventory can be used to auto-create full metering rules which you can
decide to enable.
Simplifies the process of creating metering rules.
• Asset Change Summarization:
A summary of changes to computer assets is stored in a central table.
Managing deltas help reduce the complexity of asset management.
Additional reports help you answer the “What has changed recently in my
environment?” question.
• Client Access Licenses usage tracking for Microsoft Windows and Exchange:
Both User and Device CALs usage is tracked.
Based on Security audit logs.
Additional reports answer the “who used up the CALs” , “when did they do that”
questions.
Microsoft System Center
Asset Management Roadmap
•
•
•
•
Phase 1
Phase 2
Theme: Improve
Asset Visibility
Theme: Automating
Asset Management
Acquired AssetMetrix Corp. to
provide additional “Asset
Intelligence” technologies for
System Center
Deliver enhanced asset
identification and
categorization capabilities into
SMS / SCCM and SCE.
New Asset Information Service
to be launched
Integrated MSFT license usage
reporting & reconciliation
•
•
•
Easily integrate with
procurement systems via System
Center Service Manager Asset
Management Solution Pack
Workflow solutions to automate
tasks across the entire asset
management lifecycle
Provide ability to track and
manage disparate license types
(e.g. CALs).
Phase 3
2009+
Theme: Modeldriven Asset
Management
•
•
Provide tools that make it easy for
all software developers to
describe their products in a
consistent way, and easily
integrate with Windows licensing
technologies.
Deliver new capabilities into
System Center Wave 3 that:
- Make it easy to manage license
stores & data across the
enterprise;
- Deliver comprehensive asset
reporting (e.g. lifecycle summary,
policy compliance scorecard, etc.)
11
Microsoft System Center Service Manager
What assets do we have ?
•
What assets do we have now?
-
•
Actual Configuration – “Discovered”
assets
What assets should we have?
-
Desired Configuration - the “Book of
Record”
Are we in compliance with License
agreements ?
•
•
Service Manager allows you to track
Which licenses you have acquired
How you have allocated those licenses
How you have used those licenses (via SCCM integration)
Management tools may be able identify…
Who actually requires a license (based on software metering)
System Center Service Manager - Investments
Integrated Framework with a core set of IT Solutions
Incident & Problem Management
Make it simple to keep people productive and
improve IT service quality
Asset Lifecycle Management
Change Management
Know your assets and
who is using them
Introduce the right change
Knowledge
Forms
Portal
Collaboration
Make it easy for people
to work together
CMDB
Reporting
DW
Workflow
13
Microsoft System Center
Asset Management Roadmap
•
•
•
•
Phase 1
Phase 2
Theme: Improve
Asset Visibility
Theme: Automating
Asset Management
Acquired AssetMetrix Corp. to
provide additional “Asset
Intelligence” technologies for
System Center
Deliver enhanced asset
identification and
categorization capabilities into
SMS / SCCM and SCE.
New Asset Information Service
to be launched
Integrated MSFT license usage
reporting & reconciliation
•
•
•
Easily integrate with
procurement systems via System
Center Service Manager
Workflow solutions to automate
tasks across the entire asset
management lifecycle
Provide ability to track and
manage disparate license types
(e.g. CALs).
Phase 3
Theme: Modeldriven Asset
Management
•
•
Provide tools that make it easy
for all software developers to
describe their products in a
consistent way, and easily
integrate with Windows
licensing technologies.
Deliver new capabilities into
System Center Wave 3 that:
- Make it easy to manage license
stores & data across the
enterprise;
- Deliver comprehensive asset
reporting (e.g. lifecycle
summary, policy compliance
scorecard, etc.)
14
Summary
• Asset Management represents a strategic
investment for Microsoft:
– SCCM 2007 provides much greater visibility into
deployed assets
– System Center Service Manager helps to track and
manage IT assets across all lifecycle phases
– Participation in industry standards initiatives (e.g.
ISO 19770-x)
15
Software Asset Management
• A LAR Perspective………
Taking control of SAM
• Proactively look at licensing and SAM as an ongoing
discipline rather than an audit-driven activity
• Establish responsibility and funding for SAM projects –
gain executive sponsorship
• Develop Policies and procedures to manage an audit
before the audit occurs
• Understand the Licensing agreement and/or contract.
• Protect your organisation – confidentially and
responsibility agreements
• Organisations require a mix of tools, resource and
expertise
• How Trustmarque can help?
• Trustmarque will manage the Software vendors on
the customer behalf
• Trustmarque will NEVER share the information with
the vendor without customer authorisation
• Trustmarque’s SAM Consultants will consult on how
to manage Under-licensing as well as Over-licensing
• Trustmarque can guarantee to save customers money
on their compliance orders
• Trustmarque will work with the vendor to achieve
sign off and enter into vendor SAM programme, if it is
right for the customer
• Trustmarque’s SAM Consultants will advise on
ongoing SAM practises to ensure compliance is
managed as a BAU function
How Trustmarque can help?
Trustmarque have three delivery models:
Tools
Service
Tools + Service
• Inventory Tools
(Snow, Centennial,
HP, Eracent, SCCM
• Licence
Management
(Tivoli, HP, Snow,
Software Organiser)
• SAM Consultants
• Licence Consultants
• Process Analysts
• Project
Management
• Solution Architects
• Managed Services
using Trustmarque
Managed Service
tool and tactical
consultants
Snow Software
• Snow License
Manager
- License Registration
- License
Reconciliation
- Contract
Management
- Cost Management
- Snow Inventory
- Microsoft SMS
2003/SCCM
• Snow Inventory
- Hardware scanning
- Software Scanning
- Change Management
- Software Metering
- Remote control
- Software policy
enforcer
- Citrix / Terminal
Services
•
•
Balance Sheet
All Hardware &
Software
• Snow Distribution
- Software publishing
- Software Installation
- Patch management
- Software packaging
- Scripting tool
•
Application Control
Thank You for your time, we are now happy
to answer any questions you may have.
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