Software information is a key component of License Optimizer, recorded on the following pages:
- Resource Usage
- Software Users
- Software Metering
You can either import Software information into License Optimizer or add it manually. For information on how to import software data, see Data Import.
To view software records:
1.Click Software under Estate Management on the navigation bar.
The Software page appears. Initially, this page is blank.
2.Use the filter bar towards the top of the page to select the Business Units, vendors and products, license types, or software categories that you are interested in.
The page updates to show two tabs, one for software that has been discovered on OSIs, and one for software that is not assigned to an OSI. You can search or filter the list. Any searches or filtering is applied both to the Assigned to OSIs tab and the Unassigned to OSIs tab.
The Overlapped column in the Software grid displays Yes or No hyperlinks for each listed product. Click a Yes link to see a list of all the software overlapped by a product.
The Overlap Type can be a downgrade, suite, or bundle. The Overlap Item is the name of the path, bundle, or suite.
The Policy State column in the Software grid identifies software records that have been flagged by a policy. You can create a policy to identify software that is Unapproved, Approved or Mandatory. For more information on Policy, see Policy Management.
Displaying extended fields in the Software grid
The Software grid displays information about software records. However, for some products you need to store information that is relevant only to that product. Fields that are relevant to only some products are called extended fields and are not included in the default field list, as it would make the list too large to manage.
When a record has an extended field associated with it, appears in the software grid.
To display extended fields, click in the Software grid then select the check boxes for the required extended fields. You can hide or display it by right clicking the column heading as with other data grid columns.
Where a software record has extended fields, you can view or amend the data in these fields by selecting the required record and choosing Edit from the Software page gears menu. For more information, see Editing and deleting a software record.
Software records listed in the Unassigned to OSIs tab have no OSI associated with them. However, these records are still used in reconciliation. You can use the Unassigned to OSI functionality to capture summary software liability that you don't want to create manually or can't import (for example, if you can't get data from beyond a firewall).
The gears menu options for the Unassigned to OSI tab enable you to Add, Edit, Duplicate, or Delete Unassigned to OSI software records.
When using the Unassigned to OSI functionality, consider whether the software data being created would be more appropriate for the Resource Usage page or the Software Users page. For more information on these pages, see Resource Usage or Software Users.
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