Software Asset ManagementAlastair 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

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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

The Asset Management ProblemThe CIO Perspective

• 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?

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System Center Scenarios

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)

5Microsoft Confidential: Internal Use Only

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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?

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The System Center Solution

Plan, Procure,Assign

Packaging &

Deployment

Inventory &

Analysis

Change Management

System Center Configuration Manager System Center Online• Software Packaging and Deployment• Asset Inventory & Reporting• License Mgmt (MSFT only)• Patch Mgmt

System Center Service Manager • Integration with LOB systems• Workflows to support change management

- Procure new- Reallocate- Retire

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Microsoft System CenterAsset Management Roadmap

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

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).

Phase 1 Phase 2 2007-2008

Phase 32009+

Theme: Model-driven 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.)

+ +

New Asset and License Reports

• SW Consolidation• Upgrade Planning• License Reporting

SMS H/W & S/W

Inventory DataAssetMetrix Knowledge

Base

“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.

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• 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.

Asset Intelligence

Phase 1 Phase 2 Phase 32009+

Theme: Model-driven 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.)

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Microsoft System CenterAsset Management Roadmap

Theme: Improve Asset Visibility

• 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

Theme: Automating Asset Management

• 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).

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”

• 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)

Are we in compliance with License agreements ?

Microsoft System Center Service Manager

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System Center Service Manager - InvestmentsIntegrated Framework with a core set of IT Solutions

Incident & Problem ManagementMake it simple to keep people productive and

improve IT service quality

Asset Lifecycle ManagementKnow your assets and

who is using them

Change ManagementIntroduce the right changeCollaboration

Make it easy for peopleto work together

CMDBWorkflowKnowledge Reporting

DWFormsPortal

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Microsoft System CenterAsset Management Roadmap

Theme: Improve Asset Visibility

• 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

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).

Phase 1 Phase 2 Phase 3

Theme: Model-driven 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.)

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)

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Software Asset Management

• A LAR Perspective………

• 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

Taking control of SAM

• 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:

How Trustmarque can help?

Tools• Inventory Tools

(Snow, Centennial, HP, Eracent, SCCM

• Licence Management (Tivoli, HP, Snow, Software Organiser)

Service• SAM Consultants• Licence Consultants• Process Analysts• Project

Management• Solution Architects

Tools + Service• Managed Services

using Trustmarque Managed Service tool and tactical consultants

• Snow Inventory- Hardware scanning- Software Scanning- Change Management- Software Metering- Remote control- Software policy

enforcer- Citrix / Terminal

Services

• All Hardware & Software

• Snow Distribution- Software publishing- Software Installation- Patch management- Software packaging- Scripting tool

• Application Control

• Snow License Manager

- License Registration- License

Reconciliation- Contract

Management- Cost Management- Snow Inventory- Microsoft SMS

2003/SCCM

• Balance Sheet

Snow Software

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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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