increase your value: upgrade ca it asset manager

ca Intellicenter

Increase Your Value: Upgrade CA IT Asset Manager

Kim Rasmussen

ICX09E #CAWorld

Sr. Principal Architect (ITAM SWAT) CA Technologies

2 © 2014 CA. ALL RIGHTS RESERVED.

Abstract

IT interruptions often cause business delays that can be detrimental to your productivity, quality of service and bottom line. The CA IT Asset Manager (CA ITAM) is designed to help manage the complexity of your assets more efficiently. This course covers the driving need for change and upgrade as well as the value of upgrading for improved user experience, increased user satisfaction and productivity, accelerated ROI and lower cost of ownership. This course will also cover migration considerations and service offerings. Finally, you will learn where you can receive additional information such as product documentation, release notes and much more.

Kim Rasmussen CA Technologies

Sr. Principal Architect (ITAM SWAT)


Agenda

TRENDS DRIVING NEED FOR CHANGE AND UPGRADE?

THE VALUE OF UPGRADING

MIGRATION CONSIDERATIONS AND SERVICE OFFERINGS

ADDITIONAL INFORMATION

1

2

3

4


Reality

What barriers stand between your expectation and reality?

You face barriers to business productivity.

Expectation


What keeps you from delivering services effectively?

Delays and downtime lead to frustration.

Siloed information and measurements impede management decisions.

Consumer experience is expected in the workplace.

Disparate tools and processes mean inefficient teams.


You need to make the enterprise more productive.

Decision Makers

Increase adoption of new services. Insight into issues, costs and consumption. Communicate in business terms.

Business Users

Make services easy to access. Help me serve myself. Solve my problems quicker.

IT Experts Get me out of firefight mode. Standardize my process. Reduce my ticket volumes.


CA Service Management Drive Business Productivity Unified Self-Service

Request ‘Storefront’

Social /Collaboration

Mobility

Delight Consumers

Improved Quality

Reduced Risk

Cost Transparency

Consumption Data

Improve Transparency

Automation Integrations Best Practices Administrative Ease

Empower Teams


IT Asset Management Challenges

Business Objectives Business Challenges

How do you figure out what software and hardware you

have?

How do I get the assets where I need them so I don’t buy more?

Can I reduce the number of assets I support, the number of vendors? Can I reduce the costs

and risks of license audits?

Know what IT assets we have

Unaware of available assets and software

licenses IDEN

TIFY

Manage IT assets effectively

Organization over purchased IT assets

OP

TIM

IZE

Proactively manage vendors

Exposed to risks from license audits and auto-

renewals RES

PO

ND


Are you taking advantage of all that CA Service Management Solution has to offer?

Collaboration, Knowledge

Analytics & Dashboards

Change Controls

Performance, SLA

Unified Self-service

Consumption, Chargeback

Consumers Executives ITSM Teams

Process Efficiency

Costs

User Satisfaction

Business

Risk

CA Service Management Mobility

Software Asset Management Hardware Asset Management

Catalog/Request Management

Automation

Integrations

Best Practice Content

Acceleration Services

Global User Community

Upgrade Programs

The Value of Upgrading


Why upgrade now?

Maximize Your CA IT Asset Manager Investment

Improved Software Asset Management capabilities reduce audit risk and optimize IT spend on software

(introduced in the 12.7 release)

Improved reporting and analysis for better decision support

Built-in (OOTB) content to reduce effort and accelerate time to value

Increased Productivity

Enhanced search capabilities enable you to get to relevant information faster

Respond with greater efficiency to asset related service requests and support calls

Common Administration across CA Service management solutions reduces administration time:

multi-tenancy, users, roles, configurations

Increased automation: hardware reconciliation, import scheduler

Improved User Experience

New and improved user-interface offers a more intuitive navigation and greater flexibility

“My Resources” provides business user a broad view of their IT assets and more

Improved and simplified configuration (requires significantly less effort)

“Smart” install and upgrade decreases cost of ownership


CA IT Asset Manager 14.1 Release Themes and Business Value

Availability Themes Value

November 2014

Enhanced CA Software Asset Manager Integration. Enhanced support for multi-tenancy. Data Coordination Service and Import Driver via SOAP API.

Improved user experience

Increased user satisfaction

Accelerated ROI

Increased productivity

Lower cost of ownership

Improved Data Management. Expanded software asset request fulfillment, hardware reconciliation automation and Asset Copy.

Improved Financial Management. Enhanced support for recalculating payments and adding asset costs.

Usability Improvements. Single Sign-on with CA Service Desk Manager, ability to view Contact Quick Profile in service desk, Reference Document and Relationship Counts. Single “Solution Aware” install, upgrade, administration and maintenance across CA Service Management.


CA IT Asset Manager 14.1 Enhanced CA Software Asset Manager Integration

Easy to configure and schedule

Quick status monitoring

Comprehensive logging to troubleshoot

Supports manual process

Business Value

Enhanced support for multi-tenancy

Improved Data Coordination Service

Import Driver via SOAP API

Features


CA IT Asset Manager 14.1 Improved Data Management: Hardware Reconciliation Automation

Easier administration

Accelerated ROI


Business Value

Auto create owned assets from Discovered assets if no match

Reconciliation rule criteria:

Add Models (if not present)

Contact update type

New Asset Status

Exclusion filter capability

Features


CA IT Asset Manager 14.1 Improved Data Management: Asset Copy

Greater ease of use

Easy to copy all details of an asset into one or more new assets

Enforces the CORA rules; no duplicates

Business Value

Allow you to make one or more copies of an asset

Copies the associated asset configurations and out-of-the box relationships

Copies the custom relationships

Features


CA IT Asset Manager 14.1 Improved Financial Management: Recalculate Payments

Greater ease of use

Easily navigate and identify the payment schedule

Easily identify paid amount

Audit history for each transaction

Business Value

Modify frequency of payments

Auto-adjust payment schedule based on:

Unit Amount Amount Paid Date Paid Date Due

Forecast next “payment” schedule

Payment History

Features


CA IT Asset Manager 14.1 Improved Financial Management: Add Asset Cost

Greater ease of use

Drag-and-drop fields and easy to customize

Driven through permissions

Business Value

Administrators can enter a new cost to a set of assets

Utility includes all cost fields and enforces business rules

Configurable according to your needs

Features


CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership


Easier Administration

Easier maintenance and upgrade

Reduced cost of ownership

Business Value

“Smart” install and upgrades

Common Administration

Single Sign-on “My Resources” user

view CORA improvements View Contact quick

profile in service desk Show relationship

count

Features


Resources

IT resources that a user is assigned to or is entitled to use

Desktops, Laptops, Mobile devices, network devices, software, virtual

resources etc

Information

Details of resources and actionable information

A warranty expiring,

maintenance ending, or under utilization

Actions

In-context actions that speed up user’s tasks

Request related services, report

issues or reset password

A Single View of All IT Resources Available to a User

CA IT Asset Manager 14.1 Usability Improvements—“My Resources”


CA IT Asset Manager 12.9 Release Themes and Business Value


November 2013

Reduced Implementation and Maintenance Costs. Provides a more streamlined installation experience to reduce time and complexity.

• Improved user experience • Increased user satisfaction • Accelerated ROI • Increased productivity • Lower cost of ownership

Enhanced Configuration (Less Customization). Improved design and powerful utilities reduce complexity and accelerate configuration tasks.

Improved Data Management. More powerful import capabilities and improved performance deliver faster data loads.



Faster installation

and configuration

Improved user

experience and

satisfaction

Lower cost of

ownership

Business Value

Simplified Installer

Out-Of-The-Box

(OOTB) APM Roles

Enhanced Software

Asset Management

Integration

Out-Of-The-Box

(OOTB) Data Import

Maps

Features



Improved user

experience

Increased

productivity

Higher user

satisfaction

Business Value

Custom Relationships

Extended Fields on

Cost/Payments

Configuration

Usability

Improvements

Hide Asset Families

Features



Improved user

experience

Increased

productivity

Higher user

satisfaction

Business Value

ITAM Data Importer

Usability and Performance

Improvements

Launch Importer with

Workflow

Move Asset Model

Change Asset Family

Sub-group Assets

Auto-Create Payments

Features


CA IT Asset Manager 12.8—Prior Releases


May 2013

CA IT Asset Manager Upgrade (assist CA IT Asset Manager 12 and CA Asset Portfolio Management 11.3.4 customers to move to the 12.8 release)

Expanded Data Fields

Mass Change Wizard

Uploading Attachments

Browser-based ITAM Data Importer

Improved Data Validation

Additional Relationships

Enhanced Common Asset Viewer





CA IT Asset Manager 12.7—Prior Releases Continued


Oct. 2012

Expanded License Models (i.e. device, user, named user, concurrent, processor, enterprise, MIPS, PVUs)

Enhanced Content (expanded software recognition, software SKU catalog, product use rights)

License Usage Analysis

Automated License Reconciliation

Internal Software Allocation

Improved Integration (OOTB Connectors)

License Pooling

License Transfers

License Performance Monitoring

Dynamic Dashboard

Contextual Help System

Improved Reporting




Reduced Audit Risk (software license compliance)


CA IT Asset Manager 12.6—Prior Releases Continued


May 2012

New and Improved User Interface

Improved Usability

Screen Field Order Configuration

Improved Performance and Scalability

Expanded Search Capabilities

Common Reporting

Workflow Engine

Common Multi-tenancy

Expanded Data Importer

Improved Installer

Enhanced Asset Registration Rules

Caching Removed

Extended Platform Support




Upgrade/Migration Considerations and Service Offerings


Upgrade vs. Migration

Upgrade: The act of updating the database and application to a newer version

Migration: The act of transforming or moving data from previous structures to newer structures


Why is Data Migration Required?

APM 14.1 (and earlier releases) includes changes to improve performance and data integrity. – Lists decentralized from single database structure to individual database structures

– Relationships (OOTB and Custom), Costs & Payments (including extensions), Notes and Attachments further separated by object type

APM 14.1 (and earlier releases) includes changes to improve user experience. – Model Costs replaced by Model Pricing

– Customization and Security overhauled

– Reconciliation simplified and now a service

– Events revamped and now leverages ITPAM

– Basic and Advanced Search simplified

– Location Hierarchies now leverage Generic Hierarchies format

– Audits improved to entire record coverage rather than chosen fields

– File Attachments leverage Storage Management Service


Upgrading/Migrating to Release 14.1

Upgrade and Migration Planning Considerations – Designed to provide an in-place migration of the data to support the latest version

– Includes many tools and detailed documentation to plan and perform the migration

– Tools Include:

Health Check Utility

Migration Reporting

Duplicate Asset Name Configurator

Migration Utilities

Migration Guides

Supported Languages: – English - French - Italian - Brazilian Portuguese

– German - Japanese - Spanish


Migration Process Flow

14.1


Health Check Utility

Diagnostics to address referential integrity and other data anomalies

Execution Mode – Report Only: “View Only”

model that takes no corrective action. Generates CSV file of identified issues Report and Correct: Generates CSV file of identified issues and takes corrective action.


Migration Reporting Interface



Provides multiple options to address duplicate asset names


Data Migration Utility Coverage

Assets – Portfolio Status – Duplicate Asset Name

Attachments – URL Attachments Completely – File Attachments Partially (Metadata)

Audit History Audit Generation for Events Core Object Extensions

– Simple (Character, Currency, Date, Decimal, Integer)

– Reference (Drop Down List) Costs and Payments Reconciliation Translation List

– If data aligned properly

Security Roles – Not including Security Settings

Legal Document Lists – Legal Definition – Document Location – Legal Status – Legal Document T’s & C’s – Legal Document Status History

Location Hierarchies Notes Other Lists

– Billing Code – Cost Type – Password Information – Note Type

Out Of The Box Relationships


Manual Migration Reports

Migration Reporting provides reports for data unable to be covered through Automated Migration.

Migration Documentation will detail how to re-create the data in APM 14.1 through the Web Client interface or otherwise.

Advanced Searches

Basic Search Return Fields

Event Definitions

Filters

File Attachments

– Physical movement of data files

Reconciliation

– Translation List (if data not aligned properly

Tasks

Functional/Field Security Settings


Supplementary Migration Reports

Migration Reporting provides reports for reference purposes.

Reconciliation – Obsolete Translation Lists Report

Details Translation Lists that don’t get migrated

– Unconverted Translation List Entries Report

Details Translation Lists that don’t get migrated due to missing data

Event Notification History – Provides one year worth of event history

39 December 3, 2012 Copyright © 2012 CA. All rights reserved.


CA Upgrade Services—Value at a Glance

Quicker route to 14.1 go-live

Upgrade approach lowers risk

Sets stage for faster adoption to not yet implemented functionality

Keeps in-house resources focused on strategic tasks

Leverages CA SMEs already familiar with upgrade processes and considerations

Limits upgrade risk and disruption

Simplifies budgeting and financial visibility

Faster go-live for new release means faster return on CA IT Asset Manager investment

Reduces costs

Helps achieve maximum ROI

OPERATIONAL BENEFITS STAFF BENEFITS FINANCIAL BENEFITS

Additional Information


For More Information

On CA.COM – Product Documentation

– CA Customer Lifecycles Solutions website on ca.com

On CA Support – Release and Life Cycle Dates

– Release Notes

– Product News, Status, Recommended Reading and More

– CA IT Asset Manager Supportability Matrix

Communities – Service Management Community

http://www.ca.com/us/intellicenter/ca-it-asset-manager.aspx

http://www.ca.com/us/evolve-your-software.aspx?mrm=425892&intcmp=searchresultclick&resultnum=8

https://km.ca.com/sales/cst/cvd/CVD Supporting Documents/SERVICE DESK MANAGER 12.7 UPGRADE CVD/CA Service Desk Manager Upgrade Services EXTERNAL.pdf

https://support.ca.com/phpdocs/7/8191/8191_roadmap.pdf

https://support.ca.com/cadocs/0/CA IT Asset Manager 12 9-ENU/Bookshelf_Files/HTML/Release_Notes/index.htm

https://support.ca.com/irj/portal/anonymous/prddtlshome?prdhmpgform=p&productID=8191

https://support.ca.com/phpdocs/0/4343/APM129_SupportabilityMatrix.pdf


For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here;

ensure it links to correct page Management Cloud






For Informational Purposes Only

© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.

Terms of this Presentation

increase your value: upgrade ca it asset manager

Technology

upgrade ca

ca intellicenter

ca service management

business delays

business users

business terms

number of assets

asset manager ca itam