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1、Software Asset Management,Managing IT InvestmentsSoftware Asset ManagementMicrosoft Licensing Insights,11,13&14 March 2003,Software Asset Management-SAM,Overview of topics covered:,What is SAM and what does it mean to me?How to implement a SAM program and manage your software efficientlyEliminate un
2、necessary IT spending Microsoft Volume Licensing best practice,Grants owner the legal right to use or access a software programUsage governed by vendors license agreement and copyright lawIntellectual property copyright remains with the vendor,What is a software license?,Why invest in IT?,Expedite a
3、chievement of business goals Work faster+Improve quality+Minimise cost=Competitive Advantage,Software Asset Management,Comprehensive approach to improving ROI Two focus areas:Minimise costs and investments;andMeet and exceed business requirements,Total Cost of Ownership,The Costing ModelOnly 12%of t
4、he total cost spent on s/w and h/w,18%,20%,100%,24%,18%,2%,6%,12%,Support,Mgt,HW/SW,Dev,Comms,End user,Down time,TCO,Early SAM Attempts,Set of procedures to identify usageIgnored financial/contractual/technical detailsWhy did early attempts fail?SAM was seen purely an IT issueLack of consideration o
5、f the needs of the organisation as a whole-SAM should touch every part of your organisation,Upper Management,When administered intelligently:Promote communication and coordinationProvide performance criteriaDefines responsibility Force planning,Key Players,Purchasing&Accounting,ProcurementRecord kee
6、ping Accounts Payable(AP)Q:Can AP determine whether to pay invoice?Is the vendor honouring all Terms&ConditionsMaintenance contracts been approved Agreement cancelled,Key Players,IT administration/help desk,Negotiate better licensing deals Improves decisions on upgrades and supportAssist with deploy
7、mentProactive not reactiveMaximise help desk services,Key Players,End Users,Defines end user vs IT responsibilitiesEducate on IT policy and proceduresGives an insight into IT Strategy Promote consistency with the end-userWhy did we upgrade?,Key Players,Why is SAM important?,License ComplianceVendors
8、 normally view unintentional misuse sympathetically Must demonstrate compliance effortsIntentional non-compliance not toleratedThe CostPublic embarrassmentSubstantial financial penaltiesPersonal liability for company directors,Why is SAM important?,Decrease Risks:AcquisitionRisksUnauthorised purchas
9、e of licensesLicenses purchased but not readily locatableOverpayment of license fees,Why is SAM important?,Distribution/DeploymentRisksLack of control over where software is installedUnauthorised duplication of softwareMonitoring&ReportingRisksSoftware usage is outside license conditionsUnder licens
10、ed productsOver licensed products,SAM Pitfalls,Purchasing an electronic monitoring tool without a SAM program in placeSilver bullet solutionsSAM efforts are likely to stall,Recommended Approach,Assess your own circumstancesLook to a phased implementationAdopt the most appropriate elements as everybo
11、dy is different:Small BusinessMulti NationalPublic SectorPrivate Entity,Developing a SAM program,Planning and Budgeting,Identify business objectivesAssess infrastructure needsIdentify existing resourcesResearch available opportunitiesCapture within budget,Planning and Budgeting,A comprehensive budge
12、t should incorporate:Hardware&softwareTrainingDevelopmentManagementSupportDowntime,Define Responsibilities,Contractual:Master-Enrollment holderWho is responsible for:Implementing SAMPlanning&budgetingMonitoring compliance Developing SAM policy&proceduresAppoint a software manager?Sends a strong sign
13、al,Developing a SAM program,Establish Procedures,Procurement,Through normal purchasing channels How much does it cost to raise a PO?What is the most cost effective process?Formalise the process-eliminate historical questionsAvoid reconstructing license parentage-difficult without good SAMBuy from a
14、respectable Microsoft ResellerVisit:&,CASE STUDYDecentralised construction companyNo clear procurement policy;purchases also on decentralised level.Purchase of FPP,OpenOver-licensed on several applications,under-licensed on Office pro,Procurement,Q:How can we address this?A:Invoice verificationHave
15、all IT related invoices forwarded to IT dept prior to payment As process evolves develop a link with accts payable,Procurement,Deployment,Access to software is limitedAuthorisation for loading is definedProduct to be loaded is clearly stipulatedSoftware register updated once installedHome usage is m
16、anagedDisposal of old media controlled,Management,PitfallsUse of spreadsheets or small custom built databaseProcess almost guaranteed to fail as it becomes to complex and onerous,RecommendationLook to a dedicated ownership management tool capturing:What was originally paidRecurring costsHow and wher
17、e was it acquired H/w&s/w interdependencies-OEM Reference to software license library,Management,Establish good record keeping systemsHardware InventorySoftware in Use InventoryLicense InventoryMedia Inventory,Management,Management,CASE STUDYEuropean Media groupSuspected of being uncompliantLAR had
18、system problems30%of licenses under wrong contract.,Q:How can we address this?A:Reconcile PO to invoice and license confirmationWhy adopt this type of approach?Physical deliverable to control paymentReseller focuses on processing as payment depends on it More efficient than a macro level assessment
19、Identifies errors close to when they occur,Management,What is my Proof of License?,Acceptable proof of license is determine by the method in which the software was procured.For example:Retail/OEM product:Certificate of Authenticity(COA)Volume licensing product(Select/Open):On-Line license confirmati
20、ons,Purchase Orders InvoicesReseller confirmations,What does not constitute Proof?,Proof of License for Retail Products,As of the Launch of XP,Prior to XP,Proof of License for OEM Products,Operating Systems,Applications,Proof of License for Volume Purchases,Open,Select and Enterprise,Historical Proo
21、f of License for Select(prior to e-License),Developing a SAM program,Develop Policy,Need to address:,Policies should have threat of disciplinary sanctions associated with them.,Develop Policy,Signed by all employees and contractorsMade a condition of employmentDocumented on the Intranet,Developing a
22、 SAM program,Employee Education,Target education at all employeesProgram should:Explain s/w code of ethics and SAM policy Discuss s/w piracy and why its a problemExplain the hidden costs of illegal software Combine with other IT related issuesBacking up user dataInternet and Email useSecurity,Develo
23、ping a SAM program,An assessment to determine complianceInternal or external Should be regular-at least annuallyUse of a discovery toolProvides second half of the data neededRedeploy assets not being utilisedRemedy any under licensing,Self Assessment,Selecting a toolLimited list of toolsNot an endor
24、sement,Self Assessment,MSIA Report Example,One Minute SAM Take Away,SAM is a process not an eventShould touch every part of your organisationAvoid silver bullet solutionsLook to a phased approachFinancial,contractual and technical data just as important as usage data,Software Asset Management-SAM,Ov
25、erview of topics covered:,What is SAM and what does it mean to me?How to implement a SAM program and manage your software efficientlyEliminate unnecessary IT spending Microsoft Volume Licensing best practice,Microsoft Licensing Specifics,Software AssuranceClient Access Licenses(CALs)Per Server/Seat/
26、ProcessorInternet ConnectorCore CALSelectThe Open License program,Software Assurance,Focused on:Streamlining administrationReducing acquisition costsCorrecting former inequitiesProduct implementation and securityPredictable budgetingPromoting program consistency,Streamlining Administration,Eliminate
27、s the need to maintain numerous license confirmationsReplaces a confusing collection of upgradesVersion Upgrade Competitive Upgrade License Product Upgrade Software Assurance Language Upgrade L+SA Upgrade Advantage,Client Access Licenses(CALs),Key Points:Needed to access server software with another
28、 device eg.PC,workstation or terminalIs not software!Its a legal document that grants access to the services of the serverIs a separate license and is not part of any operating system eg.Windows 95/98 or NT,Client Access Licenses,Per ServerPer SeatPer ProcessorInternet ConnectorCore CAL,5 options fo
29、r licensing server clients:,Client Access Licenses,Per Server,CAL,CAL,CAL,ServerLicense,Client Access Licenses,Per Seat,ServerLicense,ServerLicense,CAL,CAL,CAL,CAL,Client Access Licenses,Per Processor,Client Access Licenses,Internet Connectors,InternetConnectorLicense,Customers,Internet,Firewall,Cor
30、e CALs,License server components across all desktops within the firewallIncludes a CAL for:Windows ServerExchange ServerSystem Management ServerSharePoint Portal ServerCore CALs sold with Software Assurance attachedClients will always be licensed regardless of the server version deployed,OEM Licensi
31、ng,No additional license needed to use older version operating system if OEM is Windows XP ProHowever,end users may not:Use multiple versions simultaneously Transfer Windows XP Pro to a 3rd partyRestrictions on renting and leasing removed from Windows XP Pro EULA Network installation now permitted s
32、upports implementation enhancements in Windows XP,Programs Benefits:Instant access to softwareEasy to understandValuable investmentBroad range of software titles availableConvenient license acquisitioneSelect electronic license delivery,Microsoft Select,Open Subscription License,4 different Open Lic
33、ense flavours:Open Business:Initial order minimum of 5 licensesOpen Volume:Initial order minimum of 150 pts per poolOpen Subscription License(OSL)See next slidesMulti-year Open(MYO)See next slides,Open Subscription License,Requires minimum of 5 pcsFacilitates standardisation:Microsoft Office Profess
34、ional Microsoft Windows Professional upgrade Core CAL can now select which components are coveredDuring the time of the agreement your PC count may increase or decreaseAnnual paymentFixed rental price per PC at different Price Levels-based on your desktop count:3 year rental period-buy out option at
35、 the end of the subscriptionIncludes Software Assurance(L&SA)Multiple subsidiaries can purchase under the same subscriptionFaciliates ease of administration,Multi Year Open-MYO,Target MarketAnother option If you were planning to go for Open+SASmall/Medium Company wishing to standardise on one or mor
36、e of the platform products 5 to 250PcsType of License Perpetual LicenseSpread payments over 3 years 0%Finance SA Included Price cheaper after 3 years can then buy SA only2 Types Volume&Enterprise,eOpen,eOpen-Electronic License Delivery Open License offers electronic license delivery,for tracking lic
37、ense confirmations eOpen allows you to:-View Open License information for one or more authorisation numbers-Create and retain personalised views of license purchase history information-View Open License purchases made in more than 180 countries,eOpen screen shot,Questions you should ask yourself,Que
38、stions you should ask yourself:How easy is it for your employees to copy software?Do you have standard applications in place?What software is being used?Do you have enough CALs?Do you have enough licenses for all the software in use?Does it all tally up(software licenses to software in use)?Consider:Software AssuranceOpen License SubscriptionMicrosoft want to help,