Software Catalog


The software catalog lists all software available in the IT infrastructure. This includes software physically installed on a workstation. This is usually automatically identified by a discovery tool using a library that contains the signatures of the most representative market software. The software catalog also includes software accessed by users via an application run using a thin client (e.g. Web client or Citrix client) and printer drivers.

  • To simplify catalog management, entries are grouped by type
  • In the case of automatic discovery, software is automatically associated with the equipment and users who use them. If this is not the case, then this information should be manually added.
  • An indicator is used to track software to be monitored by license.
  • Software can contain different software belonging to a software package.
  • A given software can cover several versions and/or other software based on usage rights.

Examples

1. Package license: Microsoft Office 2010 is a software package that includes Word, Excel, PowerPoint and Outlook. 

  • Create the Equipment form for the Office 2010 software.
  • License Type= Package
  • Enter the software included in the package in the Included Software tab, i.e. Word, Excel, PowerPoint and Outlook.

2. Software with usage rights: Microsoft Office 2010 covers the current version of Office 2010 as well as earlier versions such as Office 2007 and Office 2003.

  • Create the Equipment form for the Office 2010 software.
  • Current Version = 2010
  • Enter the software covered in the Usage Rights tab, i.e. Office 2007 and 2003.

Notes

  • Only software managed in the catalog whose Monitored box is checked can be associated with a license or application.
  • Certain software information is inherited by the associated licenses.
  • Detection of software by the automatic discovery tool:
    • When data from a new discovery is integrated, software that was manually added will not be affected.
    • The data collected by the automatic discovery tool cannot be deleted. Only manually added data can be deleted.
    • Detection rules can be associated with each software. These are used by the automatic discovery tool to search for software on workstations based on a combination of executables and/or components such as registry keys. If there are no rules, then any software detected will automatically be created in the catalog.
  • Software can also be imported using an integration model based on the Software connector.
  • You can associate a software with an application in the Employee form.

Caution

Best Practice big icon.pngBest practice

  • By default, the catalog only displays managed software. Use the None filter to display all references.
  • To ensure that the installation of the most recent versions is covered by a license, you should sort software usage rights in descending order based on version creation dates.
  • To see the equipment where software is installed, use the Installed Software report by selecting Asset Management > Licenses > Potential Savings.
  • To update software, you can use the Update/ wizard in List mode.

Screens description

               Software catalog.png

Menu access: Asset Management > Catalogs > Software Catalog

Type

Type: Type (full path displayed) associated with the current object.

Example documentation icon EN.png  CAD, Accounting

UNSPSCCode

UNSPSC Code: The code in the UNSPSC classification identifying the product, service or CI class associated with the model type.

Publisher: Company that developed the software.

Publisher Reference: Unique reference for the software in the publisher's catalog.

Software: Software name.

Discovery Reference: Name of the software in the Discovery module.

Manage Software:

Monitored: Used to indicate if the software should be managed by license and by catalog statistics (box is checked) or not (box is not checked). For freeware, the box should not be checked. Note: Only software managed in the catalog will appear in reports in the Potential Savings menu.

RegularSupplier

Regular Supplier: Name of the main supplier where the current object is available.

Best Practice icon.png Enter the prices of other suppliers in the Potential Suppliers tab.

Current Version: Latest version of the software installed in the IT infrastructure. Except if otherwise indicated, all new software installations on workstations will be performed using this version.

Best Practice icon.png  Specify the other versions of the same software or other software covered by the current version in the Usage Rights tab. Open url.png See the examples.

Minimal Version: Oldest version of the software that can be installed. The installation of earlier versions is not authorized because of compatibility issues.

AvailableForPurchase

Available For Purchase: Used to indicate if the current object can be ordered using the order management process (Transition > Logistics > Order menu) (box is checked) or not (box is not checked).

Start of Availability/End of Availability: Period of availability of the software in the catalog. Note: At the end of the period, the status of the software in the catalog is Archived. It can no longer be associated with a license.

Price per System/User: Unit price of the software.

Maximum Number of Installations: For software managed by license, this is the maximum number of installations authorized for each license.

License Type: For software managed by license, this indicates the type of license.
        Example documentation icon EN.png  OEM, Package

Best Practice icon.png  If it is a Package license, specify the software included in the Included Software tab except if it is automatically identified by the automatic discovery tool.

License Scheme: For software managed by license, this indicates the license scheme.
        Example documentation icon EN.png  By server or by site

License Program: For software managed by license, this software publisher program defines the license acquisition conditions and associated extensions, if any.
        Example documentation icon EN.png  Program proposing the license and technical support

Maintenance Costs (%): Percentage of the software purchase price used to calculate the yearly amount of the maintenance contract.

Market Price: Average software purchase price on the market.

Amount Charged Back: For software managed by license, this is the amount charged back every month to cost centers that are using one of the licenses associated with the software.

  • By default, this amount is allocated to each new license associated with the software. 
  • The amount is allocated using the Amount Charged Back tab in the license inventory
DepreciationRule

Depreciation Rule: Rule indicating the depreciation method of the current object, i.e. straight line or declining balance.

ResaleValue

Resale Value: Value used to calculate depreciation for the current object. Note: Only used in Anglo-Saxon accounting procedures.

Warranty Period Publisher (Months): Warranty period used to automatically calculate the warranty end date of the software based on its purchase date.

BuyBackValueLeasing

Buy Back Value (Leasing): When the current object is acquired through leasing, this is the buy back amount to be paid at the end of the contract to acquire the object.

Best Practice icon.png Specify this value to draw up renewal budgets.

Note

Note: Comments on the form. You can also add images or tables in this field using HTML tags.

List of tabs

Required Configuration: List and values of the attributes required by any workstation before the software can be installed.
        Example documentation icon EN.png  Type of processor, memory size, disk space

Attributes

Attributes: List of attributes linked to the current object.

  • Only attributes compatible with the software type can be added. 
  • Update: Click [Add icon.png]] in this tab. You can also use an integration model based on the Attributes (Equipment, Contracts, Licenses) connector.
Licenses

Licenses: List of licenses associated with the current object.

  • Update: Click Add icon.png in this tab or run the Link to a License wizard or in License forms > Related Equipment tab. You can also use an integration model based on the Relationships Equipment Licenses connector.
  • Update: In the License forms. You can alos use an integration model based on the Relationships Equipment Licenses connector.

Equipment: List of equipment where the software is installed. 

  • Update: Automatically detected by the automatic discovery tool using rules  defined for software or click Add icon.png in the Installed Software tab in Equipment forms if the software cannot be detected, e.g. printer drivers. You can also use an integration model based on the Relationships Equipment Licenses connector.
Discussions

Discussions: List of discussions associated with the current object.

  • Users can access discussions based on their domain and the visibility of the discussion. Users must also belong to a group authorized to take part in discussions, i.e. in the Group form, the Discussion Enabled box must be selected.
  • Enter the keywords you want in the Search field and press Enter
  • To cancel the search criteria and return to the complete list of discussions, provided you have the relevant rights, click within the box and then click Discussion - Delete icon.png.
Documents

Attachments: List of documents associated with the current object.

  • Update: Click Add icon.png in this tab.   - Open url.png See the Description.
PotentialSuppliers

Potential Suppliers: List of suppliers who are able to provide the current object and their prices, in addition to the main supplier specified in the Details tab.

Best Practice icon.png  Specify the suppliers whose prices you want to check when placing an order for the current object.

History

History of Changes: List of all modifications made to the form. 

Included Software: For a licence Package, this is the list of software included in the package. 

Best Practice icon.png  If you are using an automatic discovery tool, you should not specify the software manually. You should define a detection rule indicating the contents of the package in the Detection Rules tab.

Users: List of users with the software or with access to the software via an application.

UsageRights

Usage Rights: List of versions of a given software or other software covered by the last version of the software installed in the IT infrastructure.

  • Usage rights are integrated in the Gap Analysis by Version report in the order in which versions appear in the table. This is used to count the number of software installed as compared with the number of authorized installations. Open url.png See the examples.
  • Update: Click [Add icon.png]] in this tab.

Detection Rules: List of rules used by the automatic discovery tool to detect software on workstations. 

Best Practice icon.png  For a Package license, you should indicate the different software in the package. It will then appear in the Included Software tab.

Procedure and Wizards

How to create a software

1. Select Asset Management > Catalogs > Software Catalog and click Add icon.png.

2. Specify the fields in the form and click Save icon.png.

  • If software is detected using an automatic discovery tool, specify the detection rules used to search for the software on workstations:
    • Select the Detection Rules tab.
    • Click Add icon.png for each rule and define it using the wizard. Select the executables and components for detecting the software.

      Note: For a Package license, you should indicate the different software in the package. The Included Software tab will automatically be refreshed.

    • You can run a search in the catalog (Note: Only from software managed in the catalog). Enter the criteria you want and click [ SEARCH]. Select the software or components you want to include in the rule from the list and click [ ADD ].
    • To delete one of the software or components, click Minus icon.png next to it.
  • For a Package license of software that is not detected by the automatic discovery tool, you should enter the list of software manually.
    • Select the Included Software tab. 
    • Click Add icon.png for each software in the package and select the one you want (Note: Only software managed in the catalog will appear).
    • You can run a search in the catalog. Enter the criteria you want and click [SEARCH ]. Select the software or components in the package from the list and click [ ADD ].
    • To delete one of the software, click Minus icon.png next to it.
  • To define software usage rights:
    • In the Details tab, specify the latest version of the software in the Current Version field, e.g. Office 2010.
    • Select the Usage Rights tab and click Add icon.png.
      • For each version or other software covered by the current version, click Plus icon.png. Select the software and specify the version covered, e.g. Office 2007 or Office 2003. 
      • To modify the hierarchy of the versions, use the Up arrow icon.png and Down arrow icon.png arrows. 
      • To delete one of the versions, click Minus icon.png next to it.
      • Click [ FINISH ]. The table will be refreshed and the Hierarchy Level field will indicate the order in which the data is arranged.
    • To subsequently modify usage rights, click Edit icon.png next to the software in the table.

3. To associate software manually:

  • With an item of equipment: Select Equipment > Inventory > Installed Software tab and click Add icon.png.
  • With a user via an application: Select Directory > Employees > Applications tab and click Add icon.png.

Wizards

Merge Models (Only in List mode)
Update (Only in List mode)
Delete (Only in List mode)

Tags:
Last modified by Unknown User on 2017/09/20 11:35
Created by Administrator XWiki on 2015/11/06 18:45

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

How to Automate Integration
Add a Shortcut to an App
History
Quick Dashboard
Full text search - Stop Words

Powered by XWiki ©, EasyVista 2019