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)
3 © 2014 CA. ALL RIGHTS RESERVED.
Agenda
TRENDS DRIVING NEED FOR CHANGE AND UPGRADE?
THE VALUE OF UPGRADING
MIGRATION CONSIDERATIONS AND SERVICE OFFERINGS
ADDITIONAL INFORMATION
1
2
3
4
4 © 2014 CA. ALL RIGHTS RESERVED.
Reality
What barriers stand between your expectation and reality?
You face barriers to business productivity.
Expectation
5 © 2014 CA. ALL RIGHTS RESERVED.
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.
6 © 2014 CA. ALL RIGHTS RESERVED.
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.
7 © 2014 CA. ALL RIGHTS RESERVED.
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
8 © 2014 CA. ALL RIGHTS RESERVED.
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
9 © 2014 CA. ALL RIGHTS RESERVED.
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
11 © 2014 CA. ALL RIGHTS RESERVED.
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
12 © 2014 CA. ALL RIGHTS RESERVED.
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.
13 © 2014 CA. ALL RIGHTS RESERVED.
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
14 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 14.1 Improved Data Management: Hardware Reconciliation Automation
Easier administration
Accelerated ROI
Increased productivity
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
15 © 2014 CA. ALL RIGHTS RESERVED.
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
16 © 2014 CA. ALL RIGHTS RESERVED.
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
17 © 2014 CA. ALL RIGHTS RESERVED.
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
18 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership
Increased user satisfaction
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 relation- ship
count
Features
19 © 2014 CA. ALL RIGHTS RESERVED.
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”
20 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 12.9 Release Themes and Business Value
Availability Themes 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.
21 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership
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
22 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership
Improved user
experience
Increased
productivity
Higher user
satisfaction
Business Value
Custom Relationships
Extended Fields on
Cost/Payments
Configuration
Usability
Improvements
Hide Asset Families
Features
23 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 14.1 Usability Improvements—Lower Total Cost of Ownership
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
24 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 12.8—Prior Releases
Availability Themes Value
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
Increased user satisfaction
Increased productivity
Lower cost of ownership
25 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 12.7—Prior Releases Continued
Availability Themes Value
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
Increased user satisfaction
Increased productivity
Lower cost of ownership
Reduced Audit Risk (software license compliance)
26 © 2014 CA. ALL RIGHTS RESERVED.
CA IT Asset Manager 12.6—Prior Releases Continued
Availability Themes Value
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
Increased user satisfaction
Increased productivity
Lower cost of ownership
Upgrade/Migration Considerations and Service Offerings
28 © 2014 CA. ALL RIGHTS RESERVED.
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
29 © 2014 CA. ALL RIGHTS RESERVED.
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
30 © 2014 CA. ALL RIGHTS RESERVED.
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
31 © 2014 CA. ALL RIGHTS RESERVED.
Migration Process Flow
14.1
32 © 2014 CA. ALL RIGHTS RESERVED.
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.
33 © 2014 CA. ALL RIGHTS RESERVED.
Migration Reporting Interface
34 © 2014 CA. ALL RIGHTS RESERVED.
Migration Reporting Interface
35 © 2014 CA. ALL RIGHTS RESERVED.
Duplicate Asset Name Configurator
Provides multiple options to address duplicate asset names
36 © 2014 CA. ALL RIGHTS RESERVED.
Duplicate Asset Name Configurator
37 © 2014 CA. ALL RIGHTS RESERVED.
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
38 © 2014 CA. ALL RIGHTS RESERVED.
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
39 © 2014 CA. ALL RIGHTS RESERVED.
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.
40 © 2014 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
42 © 2014 CA. ALL RIGHTS RESERVED.
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
43 © 2014 CA. ALL RIGHTS RESERVED.
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
44 © 2014 CA. ALL RIGHTS RESERVED.
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