This page highlights the new features that were added to the latest releases since 2019. For details about new features added previously, see New Features 2018.
A new blog post about License Optimizer has been added to the Ivanti web site, which discusses how to use the data you have in License Optimizer to identify opportunities to uninstall unused software and so save money.
Sometimes, your named user data can include duplicates – for example, if you have imported user data from separate data sources that contain the same user. You can remove duplicate users (see Removing duplicate users) so that they are not included when calculating liability.
Now when you remove duplicate users, the aggregate data from all user records appears on the primary user row on the Named User Management page, with any data from secondary records highlighted in italic font. If you export named user data from this page, the aggregated data is exported. It is this aggregated, primary user that appears in the User Name drop-down on the Add Resource Usage Details dialog (see Software Users).
The data source for each secondary user is now reported when you expand the row to see the secondary users.
When you click a row in the Named User Management page to display the Edit User dialog, OSIs that appear on the OSIs tab now include links that open the corresponding Edit OSI page in a new browser tab.
For more information about named users, see Named User Management.
A check box labeled Perpetual License has been added to the Availability section of the Edit License page. If you select this check box the license will never expire even if it is associated with a contract that has expired, and will continue to be used in reconciliations.
For more information see Editing licenses.
The Calendar page, which was available from the Business Intelligence section of the classic menu bar, is now available by clicking Calendar above the data grid on the Licenses & Contracts page.
For more information about Calendars, see Calendar.
A new blog post about License Optimizer has been added to the Ivanti web site, which discusses an apparent paradox in your Effective License Position.
The Japanese Yen is now available as a currency in License Optimizer.
A new video has been created that describes the best practice for getting your inventory data into License Optimizer. What are the three methods available to you, and what is the best strategy to use?
License metrics can be based on a number of different measurements, for example the number of installations, details of the processors on the server where the software is installed, or the number of users of the software. In the case where license metrics are based on the number of users of the software, you need to set the appropriate usage values on the Software Users page for License Optimizer to use during reconciliation.
If you select a metric on the License page that requires usage configuration, a link appears that opens the Software Users page in a new browser tab so that you can set the number of users of the software.
For more information about setting usage values, see Software Users.
The toggle for the new menu bar has been removed from the title bar and replaced with a check box Use New Menu on the My Account tab of the Preferences page.
For information about the Preferences page, see Preferences.
You can now import contracts into License Optimizer using the License import tile, then selecting Contract in the License Type drop-down on the Data Source page. You can download a template spreadsheet from this page that has the required columns with tooltips to describe the usage of each column, and drop-downs in the first row that have the allowed values for the Contract Type and Currency Code columns.
To help you to identify opportunities to reclaim licenses, a new column has been added to the Software page called Reclamation Chance. The value in this column is calculated based on how long it has been since the software item has been used:
LOW – between 30 and 60 days
MEDIUM – between 60 and 90 days
HIGH – over 90 days
When you create a new user account, you can now specify an Expiry Date after which the account is deleted. The user is informed of the expiry date for their account when it is created, a day before the expiry date, and when their account expires.
The Policy Management page, which was available from the Configuration section of the classic menu bar, is now available by clicking Policy Management to the left of the gears menu on the Software page.
For more information about Policy Management, see Policy management.
Best practice: a summary of the high-level strategy that has given the best results when importing data from Ivanti Cloud.
We've redesigned the structure of this help to make it more task-focused rather than it covering each page of the user interface separately. This work has just begun, and will continue for a while as we work through each section to make it cover tasks that you do rather than the pages you use – so please bear with us. Do, however, help us by providing constructive feedback using the section at the bottom of each page.
Schrödinger's licenses – how can I have a surplus AND a shortfall for the same product in my Effective License Position?
Sometimes, you want to identify when software that does not require a license has been installed in your estate. For example, you might want to discover when certain unlicensed software that you consider to be a security risk has been installed, or you might want to ensure that freeware that is not allowed to be used in a corporate environment has not been installed.
The filter bar at the top of the Software page now has a filter called License State, which you can set to Licensed, Unlicensed, or Both. The default setting is Licensed, which is also the value that is set if you click Clear All on the filter bar.
For more information about the Software page, see Software.
We have continued our on-going improvements of the clarity of log file messages.
We have simplified the way in which you work with SKUs in the Software Library.
Previously, SKUs that did not have an associated metric did not appear on the data grid on the Licensing tab on the Software Library page. A No Metric group has been added to this data grid to display these SKUs.
Also, you previously needed to add a metric to a software release before you could select it when adding a SKU to a release. Now all metrics are available in the Metric drop-down on the Add SKU dialog.
For more information about SKUs, see Software Library page: Licensing tab.
You can now add the Data Source column to the data grid on the Software page using the menu. This enables you to identify the original source of any erroneous data so that you can correct it appropriately.
Previously, the import service was polling very frequently to see if there were any new imports queued. This was causing a performance problem for the entire system, so the polling frequency has been reduced to improve it. This does, however, mean that there might now be a short delay between requesting a data import and it starting.
Creating an inventory data import using Ivanti Data Services has been simplified. You now need to specify only whether you want to import hardware, software, or both, and the recognition, reconciliation, and scheduling options.
Two new tabs have been added to the data grid on the Software page: Assigned to Server OSIs and Assigned to Client OSIs. The Assigned to Server OSIs tab shows software on OSIs that have an operating system that has the Server Software check box selected in the Software Library, whereas the Assigned to Client OSIs tab shows software on OSIs that have an operating system that DOES NOT have the Server Software check box selected.
For more information about the Software page, see Software.
You can use this feature to identify places where you can reclaim licenses and save money.
To help you to analyze the data import log files, the Log File and Exception File that you can download by clicking on the Data Import data grid are now interactive web pages.
For the log file, toggle buttons enable you to show or hide Info, Warning, or Error messages. You can search the log files by clicking the header of the column that you want to search, and then using the Search box.
The Canadian Dollar is now available as a currency in License Optimizer.
You can now search the Software Library without having to select the vendor, then the product title, and then the item.
To quickly search for an item in the Software Library:
1.At the top of the Software Library page, click Quick Search.
The Quick Search dialog appears.
2.Type part of the name of the item you want to find in the box, then click Search.
A data grid appears showing matching items.
3.Use the data grid controls to find the item you require, highlight it in the data grid, then click Select.
The Quick Search dialog closes and the Software Library page updates to show the details for the selected item.
For more information about the Software Library, see Software Library.
Two new tabs have been added to the data grid on the Hardware page: Servers and Clients. The Servers tab shows OSIs that have an operating system that has the Server Software check box selected in the Software Library, whereas the Clients tab shows OSIs that have an operating system that DOES NOT have the Server Software check box selected.
For more information about the Hardware page, see Hardware.
There can be only one import, recognition, or reconciliation in progress in your License Optimizer at the same time. For example, if you are importing data and start a recognition, reconciliation, or another import then the new request is queued until the original import has completed. Because these processes can take a significant amount of time to complete, we have added a message to the title bar at the top of the page informing all users logged in to the system that one of these processes is in progress, so that they are aware that any new process they start will initially be queued.
The feedback provided when you delete a data source has been improved.
A toggle has been added to the left of the account details at the top of License Optimizer that enables you to switch between the classic menu and a new, simplified menu that is designed to make it easier for you to find the most commonly used pages.
Select Try New Menu to change to the new menu. Some less-used items have been removed, and some pages have been consolidated into a single menu item.
For details of the changes, see New menu bar.
Overwrite has been removed as an Import Method for inventory imports, and you can now choose only Merge.
Overwrite deleted all data in the selected data source, and replaced it with the data from the new import file. This is a very drastic action that people sometimes used in error, so we have removed this option to stop people from making this mistake. Any imports you had that used Overwrite will now be set to Merge.
If you really do want to overwrite the data in a data source, you must now delete the data source and then re-create it using the new file.
The available audit tools available to import inventory from has been simplified. The Ivanti Discovery option has been renamed Ivanti Data Services, and the Core Control Generic option has been renamed to General. The available inventory data import audit tools are now:
•Ivanti Data Services
More information has been added to the details of individual data imports on the Data Import data grids to help you to estimate how long an import will take. The Import Created column has been replace with the Import Started value (to show the time when the import started, rather than when it was added to the queue), and a Time Taken column has been added.
To see these values, click the icon to the left of the data source you are interested in to see the Imports Expansion pane.
You can now import a spreadsheet that maps your OSIs to specific business units. The mapping uses the Business Unit Code and the OSI Name, so you can use this method to map your OSIs to business units only if you have specified unique business unit codes for your business units.
To import Business Unit to OSI mappings:
1.On the Data Import page, under Import Types, click the Batch Processing tile.
The Batch Processing Sources page appears.
2.Click + New Batch Processing.
The Data Source page appears.
3.Type an Import Name, then in the Batch Processing Type drop-down, select Business Unit to OSI Mapping.
The Select your sources section appears.
4.Click Download Template if you want to download a spreadsheet that has the required columns for the import.
5.Select the Business Unit to OSI Mapping check box, then click Save.
The Choose data sources page appears.
6.Complete the mapping spreadsheet with the required Business Unit Code to OSI Name mappings, then close the spreadsheet.
7.On the Choose data sources page, click Select, browse to and select your spreadsheet, then click Upload.
The spreadsheet is uploaded.
The Map Business Unit to OSI Mapping page appears. If you have used the template file, this is set correctly.
The Settings page appears.
10.In the Import Method drop-down, select Merge, clear the Run recognition after import check box, enter the Email address for notification after import, then click Queue Import.
The import is queued. When the import has completed, your OSIs will be mapped to the appropriate business units.
When 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.
The Ivanti Discovery data source for inventory now imports the following software metering information into License Optimizer:
•Last Used – the date when the software item was last used on the particular OSI
•Launch Count – the total number of times that the software item has been started on the particular OSI
•Minutes Used – the total number of minutes the software item has been used on the particular OSI
These fields are available as columns in the data grids on the Assigned to OSIs tab of the Software page and on the Installed Software tab of the Edit OSI page under Hardware. The Last Used column is visible by default, the others you can add from the Columns item on the menu.
A number of changes have been made to help you to import data successfully using the General license template.
A Download Template link has been added to the Data Source page for all import types, to make it easier to access the template spreadsheets.
The spreadsheet that you can download for a General license import has been updated to include tooltips that describe how to use each column. Also, those columns that require specific allowed values now include those values in drop-downs to help you to avoid entering incorrect values.
To see a tooltip describing the use of a column, hover your mouse pointer over the column heading.
AvailableStartDate – The date that the license is available from (DD/MM/YYYY), if perpetual leave blank
Business Owner – The business unit that purchased the license
Contract Description – The source of the entitlement e.g. OEM/FPP, Oracle ULA, Microsoft ELA, IBM Passport Advantage
Contract Number – The contract/agreement policy number
Cost – The cost of a single license
Cost Per Year – If subscription/term/maintenance-based, enter the total yearly cost
Currency Code – The currency code
Downgradable – Does the license have rights to cover older versions?
EntitlementType – The type of entitlement: Base = License Only, Maintenance = see Maintenance Type, Upgrade = for an upgrade from an earlier version
ExpiryDate – The date that the license is no longer available to use (DD/MM/YYYY), if perpetual leave blank
Is Level License – The license can be applied only to a parent Business Unit and cannot be used by any subsequent child business unit
License Location – The Business Unit that can use the license; if global enter the company name as shown in License Optimizer, otherwise enter the Business Unit(s) separated with ';'
MaintenanceEndDate – If the Entitlement Type is Maintenance, enter when the maintenance/support expires (DD/MM/YYYY)
MaintenanceStartDate – If the Entitlement Type is Maintenance, enter when the maintenance/support starts (DD/MM/YYYY)
MaintenanceType – Base = license with maintenance, Renewal = maintenance/support only renewed, qualifying maintenance base must be in License Optimizer for a renewal to be applied
Metric – Select the metric that the license is calculated on e.g. Microsoft - Per Core
MS Software Assurance – Is this license is covered with Microsoft Software Assurance?
PO Number – The purchase order number for this license
PurchaseDate – The date the license was purchased
PurchaseDescription – Free text describing the license purchased e.g. Office 2016 Professional Plus
PurchaseQty – The number of licenses purchased, if unlimited leave blank and complete the column Unlimited Qty
SKU – If available, enter the SKU or Part Number for this product
Supplier – The supplier of the license e.g. Microsoft, IBM, Adobe
Total Cost – Cost multiplied by Purchase Quantity
Unique ID – Free text field, give the license(s) a unique ID to enable you to search and perform batch processing in the future
Unlimited Qty – Do you have an unlimited quantity of this license?
Valid For – Who has the right to use the license(s): Business Unit, User, OSI
Valid For Names – User = User names, OSI = Device names
The drop-downs of allowed values are available on the first data row only. Drag the bottom right corner of the cell down the column to copy the drop-down to your other rows, then use the drop-down control to select the required value.
A new check box that enables you to configure reconciliation to run automatically after the import completes has been added to the Settings page in Data Import for both Inventory and License imports.
On the Data Import Settings page, if you have selected Run recognition after import, then also selecting Run reconciliation after recognition configures the system to run recognition and then reconciliation automatically when the import completes. A benefit of this is that it ensures that the Estate Overview dashboard that appears as the home page always displays the latest information.
You can now import user data from Ivanti Data Services into License Optimizer, in a similar way to how you can import inventory data. Before you can import user data from Data Services, you need to have configured a connector; for more information on this, see Ivanti Data Services.
When you have a connector to Data Services, you can import inventory data from there.
To import user data from Ivanti Data Services:
1.On the menu bar, expand Data Management, then click Data Import.
The Data Import page appears.
2.Under Import Types, click the User List tile.
The User List Sources page appears, showing a data grid of existing data sources that you have set up.
3.Click New User List.
The Create New User List Import page appears.
4.In the Import Name box, type a name for the data source, then in the User List Type drop-down select Ivanti Discovery User.
The Select your sources section appears.
5.Select the check box alongside the User List File row, then click Save.
The data source is saved and the User List File page appears.
Although these pages often refer to "files", we are not going to use files when we import using the Ivanti Discovery User type, but are going to import directly from the Data Services database using an API.
6.On the User List File page, in the Select the file to import from uploaded files drop-down, select Ivanti Discovery API, then click Next.
The Map User List File page appears.
7.Complete the remaining pages of the wizard and then queue the import as for other data sources.
When you click Configure Connectors on the Data Import page, you are now asked to enter your Ivanti Cloud credentials before you can access the Connectors page.
A new check box, Server Software, has been added to the General tab on the Software Library page, to enable you to identify server software.
For information about the General tab on the Software Library page, see Software Library page: General tab.
When you buy licenses, you usually know the vendor SKU (stock keeping unit) that you used. This SKU identifies exactly what it is you have bought. You can now use SKUs to help you to enter license records more easily.
To add a license using a SKU:
1.Under Entitlement on the menu bar, click Licenses.
The Licenses & Contracts page appears.
2.On the gears menu, click Add New License.
The Add New License page appears.
3.Alongside SKU Number, click Look up.
The SKU Search dialog appears.
5.Select the required SKU in the data grid, then click OK.
The SKU Search dialog closes, and the Add New License page updates with all of the information available from the SKU.
6.Complete the remaining fields on the Add New License page as required, then click Save to save the new license.
For information about licenses, see Licenses.
More fields have been added to the Add New License and Edit License pages:
•Level (Microsoft only)
•Cores (Microsoft only)
You can also add these columns to the Licenses tab of the Licenses & Contracts page.
For information about licenses, see Licenses.
The Getting Started help, which gives a quick description of how to determine an initial Effective License Position, and then discusses what that means, has been incorporated into this help, and is now available from here: Getting started.
Some changes have been made to the Software Library page.
On the General tab, two new fields have been added. You can now record the End of Support Date, and select a Pool to categorize the purpose of the software at a very high level.
On the Licensing tab, where you can add SKUs (stock keeping units) to metrics, you can now record the following additional information for a SKU:
•License Agreement – the name of the license agreement, linked to the vendor
•Pack Size – the number of licenses in the SKU
•License Type – select from Base, Upgrade, or Maintenance
•Cores (Microsoft only) – the number of processor cores covered by the license
On the Categories tab, the list of categories now includes UNSPSC (United Nations Standard Products and Services Code) values. UNSPSC is a universal classification framework for products and services. You can type in the Category drop-down to search either for the UNSPSC value or the corresponding category name. The column UNSPSC Code has been added to the data grid on this tab.
When you add a price list on the Pricing tab, Polish Zloty is now available as a currency.
For information about the Software Library page, see Software Library.
For information about UNSPSC values, see https://www.unspsc.org/.
A new dashboard called Estate Overview has been added under Business Intelligence > Dashboards on the menu bar and is now the page that appears when you log in or when you click the Ivanti logo at the top of the page. This dashboard provides you with useful information about your IT estate as soon as you have completed your first inventory import.
The dashboard shows:
•End of Life Installs
•Upcoming End of Life Installs
•Overlapped Install Count
•End of Life Install Count
•Operating System Count by Vendor (top 5)
•Install Count by Vendor (top 5)
•Install Count by Title (top 5)
•End of Life Installs (180 Days) by Vendor
•OSI Count by Partition Type
•Operating System Count by Title
•Operating System by Vendor
For more information about dashboards, see Dashboards.
A number of short videos about improving and understanding your license compliance have been added to the Ivanti Help YouTube channel (https://www.youtube.com/IvantiHelp)
There is a License Optimizer playlist: View the playlist
Recently added videos include the following topics:
•Improving SQL Server license compliance by setting the edition
Watch the video (6:09)
•Improving license compliance by setting hardware specs
Watch the video (5:31)
•Using business units
Watch the video (4:17)
•Deciding which option to choose during software teaching
Watch the video (5:34)