License Optimizer


This is an old version of the Getting Started help. The latest version has been moved into the main License Optimizer help.


In the previous topic we imported hardware and software items. Hardware items are also sometimes referred to as OSIs, or Operating System Instances, because we are actually interested in anything that could be running an operating system and so running licensed software: this could be a server, a laptop, or a virtual machine.

There are two ways of viewing your hardware records:

Under Estate Management on the navigation bar, click Hardware.
This displays a data grid of all the hardware records in your system.

On the Inventory Sources page, click in the Hardware Change column for the data source you are interested in.
This displays a data grid of the hardware records associated with the selected data source.

In both cases you can use the filter boxes at the top of the data grid to change which items are reported, or use the Clear All Filters item on the menu to see all items.

Hardware details

You can view the details of an item by clicking the link in the OSI Name column.

The complete record for the item appears.

If the hardware item was imported, the Lock to Audit Tool check box is initially selected, which prevents you from editing certain fields. If you clear this check box, the OSI is not updated when you run a new import.

The Installed Software tab reports the software that is installed on the OSI.

Assigning OSIs to business units

Sometimes it is helpful to assign OSIs to specific business units, for example to help you to target your investigations to a specific area of your organization. If you have imported your hardware records, then ideally you will have imported this information along with the hardware. Be aware that the Lock to Audit Tool check box is initially selected for imported hardware records, which prevents you from editing the Business Unit. You can, however, set this value using the Quick Edit feature, but be aware that the value will be updated when you run a new import.

To assign OSIs to business units:

1.On the Hardware data grid, select the check boxes alongside the OSIs that belong in the same business unit.

2.On the gears menu above the data grid, select Quick Edit.
The Hardware Quick Edit dialog appears.

3.In the Business Unit drop-down, select the required business unit from the tree, then click Save.
The Hardware Quick Edit dialog closes and the selected OSIs are assigned to the selected business unit.

What next?

We have looked at the hardware, so let's now look at the software: Software.

More information

Hardware – further information on the License Optimizer help

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