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
2 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
©2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.
Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.
ForInformationalPurposesOnlyTermsofthisPresentation
3 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Abstract
Doyoueverfeellikeyouaretryingtoboiltheoceanwhenallyouneedisawaterforacupoftea?Wellthat'swhatanilltargetedsoftwareassetmanagementplancanfeellike.UsingsoftwareassetmanagercapabilitiesinCAITAssetManagerasanexample,findouthowtoidentifythesoftwareinyourestatethatreallymatters,that'simportant,forwhichthereisdemand.Learnwheretofocusandwherenotto.Investigatestreaming,softwaresubscriptionsandotherimpactfultopicstoenhanceyoursoftwareassetmanagersuccess.
CATechnologies-Sr.PrincipalEngineeringServicesArchitect
KimRasmussen
4 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Agenda
CHALLENGES
GETTINGYOUR“DUCKSINAROW”(FINDTHERIGHTDATASOURCES)
CALCULATECOMPLIANCE
USINGCONNECTORS
COLLECTINGENTITLEMENTDATA
DATAQUALITY
1
2
3
4
5
6
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.5 @CAWORLD#CAWORLD
Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown
TheChallenge
6 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Nostandardsonpurchasedata1
Volumesofdiscoverydata2
Notalllicensescreatedequal3
Dynamicdata,constantchange4
ThereisnoSilverBullet5
■ Fines/penalties■ Publicrelations■ Unplannedexpenses
OutofCompliance6
■ Moneycouldbeusedtofundotherkeyprojects■ AdditionalMaintenancemoniescomingfrom
alreadytightbudgets
OverPurchases7
SoftwareAssetManagementChallenges
7 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
SoftwareAssetManagementDefineCompliance
■ ProcessorValueUnit(PVU)■ ClientAccessLicense(CAL)■ CoreBased
COMPLEXLICENSE
■ MultiUseLicense■ MultiVersionLicense■ DowngradeRights■ DowngradePath
LICENSEVARIANTS
■ BuyOne,InstallOne
SIMPLELICENSE
8 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
SoftwareAssetManagementEffectivedemandvs.Softwareinstalls
MetricEngineCalculation
Recognition
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.9 @CAWORLD#CAWORLD
Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown
Gettingyour“Ducksinarow”(Findtherightdatasources)
10 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Gettingyour“Ducksinarow”
§ Resultingdataqualityisonlyasgoodastheoriginalsource
§ Youmusttrusttheinputsourcestotrusttheresult
§ Environmentdatachangesallthetime– Requirescontinuousdatacollection– Processtovalidatedataanderrorhandling
§ Noonetoolcancollectalldata
Findtherightdatasources
11 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
TheMultipleSourcesEnrichm
entSou
rces
PrimarySources
CAITAM–SoftwareAssetManagement
CAITAM– AssetPortfolioManagement
CAITAssetManager(CAITAM)DataCoordinationService1. EnrichDevicedata
CAClientAutomation(Servers)
SCCM(DesktopsEMEA)
SCCM(DesktopsAmericas)
vCenter
CAConfigurationAutomation CustomSoftwareAssetManagement(SAM)Connectors
Oracle
CAITAMDataCoordinationService1. BaseData
HardwareReconciliation
MDB
12 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
3rdLevelMetrics
Non-genericdata,forexample:FeaturesEnabled#ofConcurrentusers#ofActiveusers
ManyServer-basedenterprisewideSoftwaresolutionsrequirespecificKPI’s
1stLevelMetrics
Countofdevices,numberofsites,numberofemployees
Typicallyforthingslikesitelicensesorenterpriseswidelicenses
2ndLevelMetrics
AcombinationofGenericDevice:CapacityRelationshipsInstallations
MostcommonlicensingmetricsDatatypicallyavailableinanInventorytool
FindingtheRightDataSourceWecategorizeLicenseMetricsintothreecategories
13 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
FindingtheRightDataSource
§ TypicallythisisacountfromHRorFinance– Numberofemployees– Numberofsitesaroundtheworld– Numberofdevicesbought
§ Normallyyouwouldnotneedatooltocollectthis,butitcanhelpinautomatingtheprocess…– …IFthesoftwarevendoracceptsthatcountas“proofofusage”
Whatdoweneedfor1stLevelMetrics?
14 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
FindingtheRightDataSource
§ Acombinationof:– Installation– DeviceCapacity– Relationships
§ Virtualization§ Users
§ Deviceattributesimportantforeffectivedemandcalculation(capacity)– Devicetype– CPUType– CPUCount– OverallCoreCount
Whatdoweneedfor2ndLevelMetrics?
15 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
FindingtheRightDataSource
§ Identifysoftwareinstallation– APR
§ MastercatalogincludesalotofRecognitioninformation– Nativemethod
§ MostlikelyrequiresnewSignaturesandRecognitionrules
§ VirtualizationRelationship– Devicetype– Physical– Softwarepartition– Hardwarepartition– RelationtoPhysicalHost,ClusterandPools
§ UserRelationship– User– Deviceinformation
§ Secondaryuseright§ Metricconversionforuser-basedsoftwareinstalledonadevice§ MSDN
Whatdoweneedfor2ndLevelMetrics?
16 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
FindingtheRightDataSource
§ Productspecific,forexample:– Oraclefeaturesandoptionsenabled– Numberofconcurrentservicedeskusers– NumberofmanageddevicesintheCMDB
Whatdoweneedfor3ndLevelMetrics?
17 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PrimarySourcevs.EnrichmentSources
§ PrimarySource– CreatesandmaintaintheDeviceRecord– Yourtypical1stand2ndLevelMetricdata
§ EnrichmentSource– Addingdatatoexistingobject
§ Clusterinformation§ Oraclediscovery§ Organizationalinfo(i.e.Cost-center,locationanduserrelations)
– Someinventorytoolsmightdeliversomeofthedata– Inspecialcasesitcanenrichtheactualbasedata
18 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PrimarySource
§ Youshouldonlyhaveoneprimarysourceforeachdevice– Createthedevice,classifydeviceandCPUtype– Hardwareattributes– Preferablyinstalledsoftware
§ Youcanhavemultipleprimarysources– Nottooverlapdevices
Bytype• Desktops• Unixservers• Windowsservers
Bylocation• EMEA• APJ• Americas
Byorganization- Finance- Development- Sales
19 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
TheMultipleSourcesEnrichm
entSou
rces
PrimarySources
CAITAM–SoftwareAssetManagement
CAITAM– AssetPortfolioManagement
CAITAssetManager(CAITAM)DataCoordinationService1. EnrichDevicedata
CAClientAutomation(Servers)
SCCM(DesktopsEMEA)
SCCM(DesktopsAmericas)
vCenter
CAConfigurationAutomation CustomSoftwareAssetManagement(SAM)Connectors
Oracle
CAITAMDataCoordinationService1. BaseData
HardwareReconciliation
MDB
20 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
FindtheRightPrimarySource
§ TypicallytheInventorymanagementtool– MicrosoftSCCM,SymantecAltiris,CAClientAutomation
§ Ifoverlap– Bestpractice,uninstalltheagentsfromoneofthetools
§ Youshouldnotneedtwomanagementtoolsoneachdevice– NominatethePrimarytoolforthesetofdevices
§ Modifybothconnectorstoenforcethatrule– DonotcreateDevicefromothertool
– Donotoverwrite
21 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
EnrichmentSources
§ Shouldnotchangeanyhardwareattributes– Willmessupthehistory– Ifyouhaveto,theprimarysourceshouldnotincludetheattribute
§ e.g.Corecount,thenthePrimarywillhavetodeliverCorecountandtheEnrichmentonlyincludeCorecount
§ TypicallysupplyRAWorSoftwareInstall/usage
§ GeneralRule:– IfyouupdateanythingfromtheEnrichmentsourceitcanNOTbe
includedinthePrimarysourcedata
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.22 @CAWORLD#CAWORLD
Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown
UsingConnectors
23 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
StandardConnectors
§ Over40StandardConnectors(forInventoryandLicense)§ Admin->Standardconnectorsoverview
24 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
StandardConnectors
25 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
DataCoordinationServiceOOTBEnrichmentSource
ConsolidatedAssetViews
CAITAssetManager
AssetPortfolioManagement
SoftwareAssetManagement
CAServiceManagementComponents
CAServiceCatalog
CAServiceDeskManager
SAMDB
DataCoordinationService(HardwareDiscovery/Ownership)MDB
TADzSCCM
§ LicenseCompliance§ InternalAllocations§ SAMLifecycle
CAClientAutomation DDMI
DiscoveredDataSources
26 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
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
27 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CAITAM– DataCoordinationServiceOOTBEnrichmentsource
Division
Company
CostCenter
Region
Country
Location
Group All
28 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CombiningDataSources
§ SCCMdonotknowaboutclustersandvirtualization
§ MaintainVirtualizationRelationships
§ Needtohandlethedataawarenesstonotupdatesamethingfrom2sources
§ Doc:CAITAMSoftwareAssetManagementMulti-SourceDiscoveryv2.pdf
UseCase– SCCMandvCenter
29 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CombiningDataSourcescont.
§ Consideration– ShouldvCenter createdevices?
§ ESXhostsandClustersasthisisnotinSCCM
§ Whataboutpartitions?
§ Yes:GetincompletedataifitdoesnotexistinSAM
§ NO:GetImporterrorifDevicedonotexistinSCCM
§ Mypreference– NO..Asitisbetterwithnodatathanwithincompletedata
– SoftwareinventoryfortheServers….Yes– noothersource
– SoftwareinventoryforPartitions…NOincompletedata
– Devicetypes§ Yes:SCCMdoesnotknowaboutvirtualizationsodevicetypehastochange..
– Implementawarenessfordevicetype
UseCase– SCCMandvCenter
30 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CombiningDataSourcescont.
§ Devicetype– 400_sccm_devices.xml
§ Onlyupdateifchanged
§ OKwithhistory
– 400_devices_vcenter_5.xml§ Addcodetochangedevice_type_id Partision andnotcontainingvmware
§ DonotimportVMDevicesfromvCenter onlyClusterandHostinformation
§ Seedoc.
UseCase– SCCMandvCenter
31 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
3rd LevelMetrics
§ SomeOOTBconnectors(e.g.OracleLMS)
§ TypicallyGenericRAWinventory– Signaturerecognitions– Flexible
§ Registerassoftwareinstallation/accountusage– RequireyoutoknowProductID tostoreit– Eliminaterecognition– Notasflexible
Connectors
32 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
3rd LevelMetrics
§ RelyonPrimarysourcetocreateBaseDevicedata
§ RequireacommonreproducibledeviceID
§ AllOOTBconnectorsuseHostname
§ AlternativelyuseFQDN(DNSnames)– Requiresallconnectorsmodifiedtoalign
Connectors
33 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Whatifthedataisunavailableorhardtogetto?
§ ManuallyregisterUsage(ManualAttestation)
§ CanbeonIndividualDevice(SoftwareInstallations)orUsers(AccountUsage)
§ Typicallyitwillbeacost-centerusage– 1countforawholecostcenter– ManyuseaCCforthefullcompany
Manualattestation
34 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Whatifthedataisunavailableorhardtogetto?Cont.
§ Needaprocesstokeepdatacurrent– e.g.everymonthorevery3months
§ Needdocumentation– UseRemarkfield
§ Useintermediatelywhenimplementing3rdLevelMetricconnectors
Manualattestation
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.35 @CAWORLD#CAWORLD
Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown
CollectingEntitlementData
36 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CollectingEntitlementDataChallenges
37 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CollectingEntitlementData
§ Centralcontrolledprocess– Canbede-centrallymanaged
§ NOentitlementshouldbeunregistered– Robust,buteasytouse– Easeofuseencouragesuseofprocess
§ RegisteroneContract/PurchaseOrderatthetime
38 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CollectingEntitlementData
§ BuildProcessforfuturepurchases– Ensuringallentitlementismanaged
§ Olderdata– Identifyoldsystem
§ Excel,Database,manual,nonexisting
– Identifyoldstoragecabinets
§ CollectoneVendoratthetime– Onecontract/POatatime– Startingwiththeoneyouhavemostknowledgeof– Highestrisk
39 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CollectingEntitlements
§ UseaCSVorExcelsheettocapturealldataandthenimportthem.– BaseCSV
UsingaCSVsystemorExceltocollect
40 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CollectingEntitlements
§ CAServicesusesanExcelTemplate– BuildinSKUchecker
UsingaCSVsystemorExceltocollect
41 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
HintsforCollectingData
§ Doitinsmallcontrolled“chunks”– e.g.oneContractatthetime
§ Ensureyouhavealldatabeforestartingtheregistration– IncludingEULAiftheSKUdoesnotexist– Onceregistereditistypicallyarchived
§ ConsultLicenseResponsible/InternalProduceOwner– AlwayshavesignofffromProductOwner
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.42 @CAWORLD#CAWORLD
Pre-ConEd:CoveringYour"Assets"-Don'tgetCaughtwithYour[Software]PantsDown
DataQuality
43 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
DataQuality
§ Reliableresultscomefromreliabledatasources
§ Dataqualityalsoincludescompleteness
§ Continuouslyverifythedata– Reportscomparingsystems
§ DocumentingDataVerificationprocess– Isasimportantasdocumentingthedatasources
§ Alwaysusecommonsenseinyourdataassessment
44 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
DataQuality
§ CompareAssetManagementwithdiscovery– AreallOwnedAssetsavailable– Arealldiscoveredassetsmanagedbyowners
§ ActiveDirectory(AD)containsallcomputersonthenetwork– ManyADcomputerlistsholdallotoflegacydata
§ ALLdatasourcesrequiremaintenance
§ AutomationandprocessesareKEY
Completeness- Devices
45 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
DataQuality
§ ManageUsersinoneplace– TypicallyAD– NeedaprocesstoADD,CHANGEandREMOVE
§ Enrichintoolswhenneeded– i.e.CAITAM– AssetPortfolioManagementaddsLocationsand
Devicerelationships
Completeness- Users
46 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
DataQuality
§ Manymetricsneedmorethanjustinstallations§ Deviceattributes§ Installationrecords§ VerifybyLicenseMetric
– i.e.CoreCountisnotnormallyavailableinolderSCCMinstallations
§ Addextradiscoverytoyourinventorytool§ Addmanualdata– Thereisnootherway
– Needstobereproducible– Needstobedocumented
Completeness– Compliancecalculation
47 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
UnderstandtheData
Atoolisnoteverything;ifyoudonotunderstandtheEULAyoumaynotbeabletoensurecorrectcompliancestatus
Alwaysapplyhumanlogicandcommonsensetotheresulttoensurecorrectcompliancestatus
KnowYourDataSources
RemembertocollectandmanagebothDiscoveryandEntitlementdata.
Documenteverydatastreamtobeabletounderstandthedifferentdataelementsthatcomplytotheresult.
EnsureDataQuality(andcompleteness)
Dataiseverythingisyoucannottrustthedatayoucannottrusttheresult.
CAITAM– SoftwareAssetManagementprovidesawiderangeofdataqualityindicators.Usetheminastructuredmanner.
Summary
48 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
RecommendedSessions
SESSION# TITLE DATE/TIME
AMX23E CASoftwareAssetManagement- KeyCustomerTopics 11/15/2016at3:30pm
AMX21SCaseStudy:CreateTimeoutofThinAir- AutomateandStopManualSoftwareLicenseCompliance 11/16/2016at3:00pm
AMX122SCaseStudy:TakingITAssetManagementtotheNextLevelWithProcessAutomation 11/17/2016at3:45pm
49 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
MustSeeDemos
ServiceDeskandSupportAnalystxFlowExperience
SoftwareandHardwareAssetManagement
RequestManagementandSelf-service
ManagementInsights–ReportingandDashboards
50 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Questions?
51 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Thankyou.
Stayconnectedatcommunities.ca.com