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

transcript

World®’16

Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDownKimRasmussenSr.PrincipalEngineeringServicesArchitect– CATechnologies

AMX25E

AGILEMANAGEMENT

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Abstract

Doyoueverfeellikeyouaretryingtoboiltheoceanwhenallyouneedisawaterforacupoftea?Wellthat'swhatanilltargetedsoftwareassetmanagementplancanfeellike.UsingsoftwareassetmanagercapabilitiesinCAITAssetManagerasanexample,findouthowtoidentifythesoftwareinyourestatethatreallymatters,that'simportant,forwhichthereisdemand.Learnwheretofocusandwherenotto.Investigatestreaming,softwaresubscriptionsandotherimpactfultopicstoenhanceyoursoftwareassetmanagersuccess.

CATechnologies-Sr.PrincipalEngineeringServicesArchitect

KimRasmussen

Agenda

CHALLENGES

GETTINGYOUR“DUCKSINAROW”(FINDTHERIGHTDATASOURCES)

CALCULATECOMPLIANCE

USINGCONNECTORS

COLLECTINGENTITLEMENTDATA

DATAQUALITY

Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown

TheChallenge

Nostandardsonpurchasedata1

Volumesofdiscoverydata2

Notalllicensescreatedequal3

Dynamicdata,constantchange4

ThereisnoSilverBullet5

■ Fines/penalties■ Publicrelations■ Unplannedexpenses

OutofCompliance6

■ Moneycouldbeusedtofundotherkeyprojects■ AdditionalMaintenancemoniescomingfrom

alreadytightbudgets

OverPurchases7

SoftwareAssetManagementChallenges

SoftwareAssetManagementDefineCompliance

■ ProcessorValueUnit(PVU)■ ClientAccessLicense(CAL)■ CoreBased

COMPLEXLICENSE

■ MultiUseLicense■ MultiVersionLicense■ DowngradeRights■ DowngradePath

LICENSEVARIANTS

■ BuyOne,InstallOne

SIMPLELICENSE

SoftwareAssetManagementEffectivedemandvs.Softwareinstalls

MetricEngineCalculation

Recognition

Gettingyour“Ducksinarow”(Findtherightdatasources)

Gettingyour“Ducksinarow”

§ Resultingdataqualityisonlyasgoodastheoriginalsource

§ Youmusttrusttheinputsourcestotrusttheresult

§ Environmentdatachangesallthetime– Requirescontinuousdatacollection– Processtovalidatedataanderrorhandling

§ Noonetoolcancollectalldata

Findtherightdatasources

TheMultipleSourcesEnrichm

entSou

PrimarySources

CAITAM–SoftwareAssetManagement

CAITAM– AssetPortfolioManagement

CAITAssetManager(CAITAM)DataCoordinationService1. EnrichDevicedata

CAClientAutomation(Servers)

SCCM(DesktopsEMEA)

SCCM(DesktopsAmericas)

vCenter

CAConfigurationAutomation CustomSoftwareAssetManagement(SAM)Connectors

Oracle

CAITAMDataCoordinationService1. BaseData

HardwareReconciliation

3rdLevelMetrics

Non-genericdata,forexample:FeaturesEnabled#ofConcurrentusers#ofActiveusers

ManyServer-basedenterprisewideSoftwaresolutionsrequirespecificKPI’s

1stLevelMetrics

Countofdevices,numberofsites,numberofemployees

Typicallyforthingslikesitelicensesorenterpriseswidelicenses

2ndLevelMetrics

AcombinationofGenericDevice:CapacityRelationshipsInstallations

MostcommonlicensingmetricsDatatypicallyavailableinanInventorytool

FindingtheRightDataSourceWecategorizeLicenseMetricsintothreecategories

FindingtheRightDataSource

§ TypicallythisisacountfromHRorFinance– Numberofemployees– Numberofsitesaroundtheworld– Numberofdevicesbought

§ Normallyyouwouldnotneedatooltocollectthis,butitcanhelpinautomatingtheprocess…– …IFthesoftwarevendoracceptsthatcountas“proofofusage”

Whatdoweneedfor1stLevelMetrics?

§ Acombinationof:– Installation– DeviceCapacity– Relationships

§ Virtualization§ Users

§ Deviceattributesimportantforeffectivedemandcalculation(capacity)– Devicetype– CPUType– CPUCount– OverallCoreCount

Whatdoweneedfor2ndLevelMetrics?

§ Identifysoftwareinstallation– APR

§ MastercatalogincludesalotofRecognitioninformation– Nativemethod

§ MostlikelyrequiresnewSignaturesandRecognitionrules

§ VirtualizationRelationship– Devicetype– Physical– Softwarepartition– Hardwarepartition– RelationtoPhysicalHost,ClusterandPools

§ UserRelationship– User– Deviceinformation

§ Secondaryuseright§ Metricconversionforuser-basedsoftwareinstalledonadevice§ MSDN

§ Productspecific,forexample:– Oraclefeaturesandoptionsenabled– Numberofconcurrentservicedeskusers– NumberofmanageddevicesintheCMDB

PrimarySourcevs.EnrichmentSources

§ PrimarySource– CreatesandmaintaintheDeviceRecord– Yourtypical1stand2ndLevelMetricdata

§ EnrichmentSource– Addingdatatoexistingobject

§ Clusterinformation§ Oraclediscovery§ Organizationalinfo(i.e.Cost-center,locationanduserrelations)

– Someinventorytoolsmightdeliversomeofthedata– Inspecialcasesitcanenrichtheactualbasedata

PrimarySource

§ Youshouldonlyhaveoneprimarysourceforeachdevice– Createthedevice,classifydeviceandCPUtype– Hardwareattributes– Preferablyinstalledsoftware

§ Youcanhavemultipleprimarysources– Nottooverlapdevices

Bytype• Desktops• Unixservers• Windowsservers

Bylocation• EMEA• APJ• Americas

Byorganization- Finance- Development- Sales

TheMultipleSourcesEnrichm

entSou

PrimarySources

CAITAM–SoftwareAssetManagement

CAITAM– AssetPortfolioManagement

CAITAssetManager(CAITAM)DataCoordinationService1. EnrichDevicedata

CAClientAutomation(Servers)

SCCM(DesktopsEMEA)

SCCM(DesktopsAmericas)

vCenter

CAConfigurationAutomation CustomSoftwareAssetManagement(SAM)Connectors

Oracle

CAITAMDataCoordinationService1. BaseData

HardwareReconciliation

FindtheRightPrimarySource

§ TypicallytheInventorymanagementtool– MicrosoftSCCM,SymantecAltiris,CAClientAutomation

§ Ifoverlap– Bestpractice,uninstalltheagentsfromoneofthetools

§ Youshouldnotneedtwomanagementtoolsoneachdevice– NominatethePrimarytoolforthesetofdevices

§ Modifybothconnectorstoenforcethatrule– DonotcreateDevicefromothertool

– Donotoverwrite

EnrichmentSources

§ Shouldnotchangeanyhardwareattributes– Willmessupthehistory– Ifyouhaveto,theprimarysourceshouldnotincludetheattribute

§ e.g.Corecount,thenthePrimarywillhavetodeliverCorecountandtheEnrichmentonlyincludeCorecount

§ TypicallysupplyRAWorSoftwareInstall/usage

§ GeneralRule:– IfyouupdateanythingfromtheEnrichmentsourceitcanNOTbe

includedinthePrimarysourcedata

UsingConnectors

StandardConnectors

§ Over40StandardConnectors(forInventoryandLicense)§ Admin->Standardconnectorsoverview

StandardConnectors

DataCoordinationServiceOOTBEnrichmentSource

ConsolidatedAssetViews

CAITAssetManager

AssetPortfolioManagement

SoftwareAssetManagement

CAServiceManagementComponents

CAServiceCatalog

CAServiceDeskManager

DataCoordinationService(HardwareDiscovery/Ownership)MDB

TADzSCCM

§ LicenseCompliance§ InternalAllocations§ SAMLifecycle

CAClientAutomation DDMI

DiscoveredDataSources

ReferenceDataSource

(E.g.CostCenters)

HardwareReconciliationAndEnrichment

Reference/OwnershipData

OwnedDataSource(E.g.HardwareAssets)

OwnedDataSource(E.g.SoftwareLicenses)

OwnedDataSource

(E.g.SoftwareContracts)

CAITAM– AssetPortfolio

Management

CAITAM– SoftwareAssetManagement

DiscoveredDataSource(E.g.DDMi)

DiscoveredDataSource(E.g.CAClientAutomation)

DiscoveredDataSource(E.g.SCCM)

ReferenceData– OrganizationalStructure

ReferenceData– GeographicalStructure

OwnedData– Contacts

DiscoveredData– HardwareDevices

EnrichedHardwareAssets- Contact- Location- Costcenter

DataCoordinationServiceOOTBEnrichmentsource

CAITAM– DataCoordinationServiceOOTBEnrichmentsource

Division

Company

CostCenter

Region

Country

Location

Group All

CombiningDataSources

§ SCCMdonotknowaboutclustersandvirtualization

§ MaintainVirtualizationRelationships

§ Needtohandlethedataawarenesstonotupdatesamethingfrom2sources

§ Doc:CAITAMSoftwareAssetManagementMulti-SourceDiscoveryv2.pdf

UseCase– SCCMandvCenter

CombiningDataSourcescont.

§ Consideration– ShouldvCenter createdevices?

§ ESXhostsandClustersasthisisnotinSCCM

§ Whataboutpartitions?

§ Yes:GetincompletedataifitdoesnotexistinSAM

§ NO:GetImporterrorifDevicedonotexistinSCCM

§ Mypreference– NO..Asitisbetterwithnodatathanwithincompletedata

– SoftwareinventoryfortheServers….Yes– noothersource

– SoftwareinventoryforPartitions…NOincompletedata

– Devicetypes§ Yes:SCCMdoesnotknowaboutvirtualizationsodevicetypehastochange..

– Implementawarenessfordevicetype

CombiningDataSourcescont.

§ Devicetype– 400_sccm_devices.xml

§ Onlyupdateifchanged

§ OKwithhistory

– 400_devices_vcenter_5.xml§ Addcodetochangedevice_type_id Partision andnotcontainingvmware

§ DonotimportVMDevicesfromvCenter onlyClusterandHostinformation

§ Seedoc.

3rd LevelMetrics

§ SomeOOTBconnectors(e.g.OracleLMS)

§ TypicallyGenericRAWinventory– Signaturerecognitions– Flexible

§ Registerassoftwareinstallation/accountusage– RequireyoutoknowProductID tostoreit– Eliminaterecognition– Notasflexible

Connectors

3rd LevelMetrics

§ RelyonPrimarysourcetocreateBaseDevicedata

§ RequireacommonreproducibledeviceID

§ AllOOTBconnectorsuseHostname

§ AlternativelyuseFQDN(DNSnames)– Requiresallconnectorsmodifiedtoalign

Connectors

Whatifthedataisunavailableorhardtogetto?

§ ManuallyregisterUsage(ManualAttestation)

§ CanbeonIndividualDevice(SoftwareInstallations)orUsers(AccountUsage)

§ Typicallyitwillbeacost-centerusage– 1countforawholecostcenter– ManyuseaCCforthefullcompany

Manualattestation

Whatifthedataisunavailableorhardtogetto?Cont.

§ Needaprocesstokeepdatacurrent– e.g.everymonthorevery3months

§ Needdocumentation– UseRemarkfield

§ Useintermediatelywhenimplementing3rdLevelMetricconnectors

Manualattestation

CollectingEntitlementData

CollectingEntitlementDataChallenges

§ Centralcontrolledprocess– Canbede-centrallymanaged

§ NOentitlementshouldbeunregistered– Robust,buteasytouse– Easeofuseencouragesuseofprocess

§ RegisteroneContract/PurchaseOrderatthetime

§ BuildProcessforfuturepurchases– Ensuringallentitlementismanaged

§ Olderdata– Identifyoldsystem

§ Excel,Database,manual,nonexisting

– Identifyoldstoragecabinets

§ CollectoneVendoratthetime– Onecontract/POatatime– Startingwiththeoneyouhavemostknowledgeof– Highestrisk

CollectingEntitlements

§ UseaCSVorExcelsheettocapturealldataandthenimportthem.– BaseCSV

UsingaCSVsystemorExceltocollect

CollectingEntitlements

§ CAServicesusesanExcelTemplate– BuildinSKUchecker

UsingaCSVsystemorExceltocollect

HintsforCollectingData

§ Doitinsmallcontrolled“chunks”– e.g.oneContractatthetime

§ Ensureyouhavealldatabeforestartingtheregistration– IncludingEULAiftheSKUdoesnotexist– Onceregistereditistypicallyarchived

§ ConsultLicenseResponsible/InternalProduceOwner– AlwayshavesignofffromProductOwner

DataQuality

§ Reliableresultscomefromreliabledatasources

§ Dataqualityalsoincludescompleteness

§ Continuouslyverifythedata– Reportscomparingsystems

§ DocumentingDataVerificationprocess– Isasimportantasdocumentingthedatasources

§ Alwaysusecommonsenseinyourdataassessment

DataQuality

§ CompareAssetManagementwithdiscovery– AreallOwnedAssetsavailable– Arealldiscoveredassetsmanagedbyowners

§ ActiveDirectory(AD)containsallcomputersonthenetwork– ManyADcomputerlistsholdallotoflegacydata

§ ALLdatasourcesrequiremaintenance

§ AutomationandprocessesareKEY

Completeness- Devices

DataQuality

§ ManageUsersinoneplace– TypicallyAD– NeedaprocesstoADD,CHANGEandREMOVE

§ Enrichintoolswhenneeded– i.e.CAITAM– AssetPortfolioManagementaddsLocationsand

Devicerelationships

Completeness- Users

DataQuality

§ Manymetricsneedmorethanjustinstallations§ Deviceattributes§ Installationrecords§ VerifybyLicenseMetric

– i.e.CoreCountisnotnormallyavailableinolderSCCMinstallations

§ Addextradiscoverytoyourinventorytool§ Addmanualdata– Thereisnootherway

– Needstobereproducible– Needstobedocumented

Completeness– Compliancecalculation

UnderstandtheData

Atoolisnoteverything;ifyoudonotunderstandtheEULAyoumaynotbeabletoensurecorrectcompliancestatus

Alwaysapplyhumanlogicandcommonsensetotheresulttoensurecorrectcompliancestatus

KnowYourDataSources

RemembertocollectandmanagebothDiscoveryandEntitlementdata.

Documenteverydatastreamtobeabletounderstandthedifferentdataelementsthatcomplytotheresult.

EnsureDataQuality(andcompleteness)

Dataiseverythingisyoucannottrustthedatayoucannottrusttheresult.

CAITAM– SoftwareAssetManagementprovidesawiderangeofdataqualityindicators.Usetheminastructuredmanner.

Summary

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AMX21SCaseStudy:CreateTimeoutofThinAir- AutomateandStopManualSoftwareLicenseCompliance 11/16/2016at3:00pm

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Questions?

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

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