This documentation supports the 9.1 version of Asset Management.

To view the latest version, select the version from the Product version menu.

Phase 1 - Planning

The Software License Management process starts with the planning phase.

Note

The license models listed in this use case may vary for your organization.

  1. In the planning phase, Calbro Systems makes a list of all product titles that require a license and vendors who need to be managed. They then summarize this information in the following table:

    Manufacturer

    Title

    Versions

    Microsoft Corporation

    Microsoft Project Standard Edition

    2007, 2010

    Microsoft Corporation

    Microsoft Exchange Server Enterprise Edition

    2010

    Microsoft Corporation

    Microsoft Visual Studio Team Foundation Server

    2005, 2010

    Adobe Systems Inc.

    Adobe Acrobat

    9.0 and 7.0

  2. After identifying the product titles and vendors, Calbro Systems gathers information about the contracts and license types that are required based on information like the overall software contract details, terms of the contract, whether it is a fixed, continuous, or rolling contract, the time period for fixed contracts, and if the contract covers purchases of all the product licenses.
  3. The licensing terms, or rules that define how licenses for each product are charged vary from company to company. Calbro Systems has purchased licenses as per the agreements described in the following table:

    Manufacturer

    Product Name

    Licensing Rules

    Out of the box license model

    Microsoft Corporation

    Microsoft Project Standard Edition

    Every instance of the software deployed consumes a license regardless of the system, physical or virtual, and regardless of the user.

    Per instance

    Microsoft Corporation

    Microsoft Exchange Server Enterprise Edition

    Every instance of the software deployed consumes a license regardless of the system, physical or virtual, and regardless of the user.

    Per instance

    Microsoft Corporation

    Microsoft Visual Studio Team Foundation Server

    Every instance of the software deployed consumes a license regardless of the system, physical or virtual, and regardless of the user.

    Per instance

    Adobe Systems Inc.

    Adobe Acrobat

    Licenses are tied to the user regardless of the number of devices

    Per Copy

After the planning stage is complete, Calbro Systems moves to Phase 2 - Discovery.

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