License Optimizer

Business Units

Business units represent a hierarchical structure within an organization. You can assign the following items to a business unit in License Optimizer:

  • Licenses
  • Purchase History
  • Software
  • Hardware
  • Non-Audited Usage
  • Software Users

When you import data into License Optimizer, records are assigned to the business unit specified in the import file. If the business unit does not already exist in License Optimizer, a new business unit is automatically generated during the import with the prefix Imported so that you can assign relevant records to the newly created business unit. If you import data without specifying a business unit, it is assigned to the business unit Imported: UNSPECIFIED.

You can separately import OSI to business unit mappings from a spreadsheet (see Creating a new data source for information). After you have set a business unit to OSI mapping, re-importing the original inventory data source with blank business unit mappings does not reset the existing business unit to OSI mappings, but leaves the mappings that you have previously set.

Viewing business units

Click Business Units under Configuration on the menu bar to manage Business Units.

Business Units page

Each entry in the Business Units structure has four links shown at the right of the page: OSI, Software, License Data, and Users. Information about the number of OSI records assigned to the business unit and the number of user records assigned to the business unit appears with the OSI and Users links.

Click these links to display the associated page with filters pre-set to match the Business Unit selected.

When you hover over a row in the Business Units structure, an in-line gears menu appears with the following options:

Add child business unit – enables you to create a new business unit as a child of the selected business unit.

Add sibling business unit – enables you to create a new business unit at the same level of the business unit structure as selected business unit.

Edit – displays the Edit Business Unit dialog.

You can delete multiple Business Units at a time (including entire branches) by selecting the check boxes alongside the Business Units you no longer require and then clicking Deleted selected, provided they do not have data associated with them. Click Delete All at the top of the page to delete all of the Business Units in your system.

You can drag and drop business units to move them between parents in the business unit hierarchy.

When you add a business unit, you can specify its Business Unit Name, Code, Business Unit Type, and Tags.

Business Unit Tags

You can add tags to business units to provide an additional way of grouping and filtering them. To add a tag to a business unit, select the required tag from the drop-down list and then click the green plus icon. You can add multiple tags to a Business Unit and one or more Business Unit can belong to the same tag. Click the trash can icon alongside a tag to remove it.

To create a new Business Unit Tag:

1. Click Business Units under Configuration on the menu bar.
The Business Units page appears.

2.From the in-line gears menu for the Business Unit you want to add the new Tag to, click Edit.
The Edit Business Unit dialog appears.

3.In the Tags drop-down list, click + Add New.
The New Tag dialog appears.

4.Type new tag in the Tag Name box, then click OK.
The tag is created and the Edit Business Unit dialog returns.

5.Click the + icon to add the new tag, then click Save.

Related topics and videos

For information about importing business units, see Creating a new data source or
Watch a related video (6:08)

There is also a video that describes ways in which you can use business units to help you to better understand your IT estate and to accurately report your license position:
Watch the video (4:17)

Was this article useful?