This documentation supports the 9.1 version of Asset Management.

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

Phase 4 - Managing software licensing

After the data is reconciled and the production dataset is up to date, the Software License Management (SWLM) process is ready to manage software licenses. The process includes setting Software Contracts, Certificates, setting up and running license jobs, and managing compliance. The information about the products to be managed and the licensing purchased for each of them is available, as these were identified in the Planning phase.

Setting software contracts and certificates

  1. Identify the key attributes required for the licensing models relevant to the products to be managed. This is necessary so that CIs and the related Certificates to match. The following table lists the attributes needed for the license models.


    You should have already verified this in the Discovery phase.


    Product Name

    License Model

    Required Attributes in CMDB for the CIs

    Microsoft Corporation

    Microsoft Project Standard Edition

    Per instance

    BMC_Product Instance related to BMC_Computer where the product is installed. Attributes Needed: BMC_Product – Company, Product Name, Manufacturer, Market Version. BMC_Computer - Company

    Microsoft Corporation

    Microsoft Exchange Server Enterprise Edition

    Per instance 9.

    Same as above.

    Microsoft Corporation

    Microsoft Visual Studio Team Foundation Server

    Per instance

    Same as above

    Adobe Systems Inc.

    Adobe Acrobat

    Per Copy

    BMC_Product Instance related to BMC_Computer where the product is installed. Attributes Needed: BMC_Product – Category Tier 1, 2, 3, Product Name, Manufacturer, Market Version. BMC_Computer – Company. BMC_Person instance related to BMC_Computer

  2. Create Software License Contracts
    A Software Contract represents a broad agreement with a software vendor. Each Software contract can have one or more child Software License Certificates.
    Set up the Software License Contract(s) using the Contract Management console. Create a Software License Contract for each Supplier and Manufacturer. Verify if multiple contracts need to be created for the same manufacturer. This would be necessary if the supplier terms for the products by the same manufacturer are different .
    For example, create Software License Contracts for the Microsoft Products and the Adobe products. At least the following information must be available to create the contract:
    • Contract ID
    • Summary
    • Company
    • Term
    • Term Conditions
    • Supplier
    • Cost Center
    • Contract Managed By
    • Expiration/ Notification date 
      Software license contract


      Notifications are sent according to the escalations configured on the AR System server. Because of this, you might notice a difference in the timestamps on the Contract Audit trail and the notification time that you set in the Expiration Date and Notification Date fields which is the local time.

  3. Create License Certificates.
    A License Certificate is a child record of a Software Contract, and is used to represent an entitlement owned by the organization, to use a certain amount of one or more specific software titles. A Software Contract consists of a License Certificate. The License Certificate represents ownership of the organization to use a specific software. You can attach one or more Software License Certificates to a Software Contract.
    Set up the License Certificates for various products. On the Contract console, open the contract created for Microsoft. On the License Details tab, add a license certificate for each product. Typically, a certificate is setup for a product. If the software license purchased has downgrade rights, specify the new and the lower market version on the same certificate.
    At least the following information must be available to create the certificate; other attributes can be filled as necessary.

    Related Software Contract


    Certificate ID


    License Type

    Cost Center

    Product Name(s)

    Pre-populated from the software contract the certificate is created from

    Can be system generated

    Pre-populated from software contract also

    Populated from the software contract

    Market Version is an option, if the certificate applies to all versions

    It is assumed that Calbro has used different purchase orders for each of the following licenses:


    Product Name

    Purchase of Licenses

    Microsoft Corporation

    Microsoft Project Standard Edition

    Purchase for version 2010 with downgrade rights to 2007, 12 licenses ( certificate 1 created)

    Microsoft Corporation

    Microsoft Exchange Server Enterprise Edition

    Purchase for 6 licenses ( a separate certificate created)

    Microsoft Corporation

    Microsoft Visual Studio Team Foundation Server

    Purchase for 5 licenses ( a separate certificate created)

    Adobe Systems Inc.

    Adobe Acrobat

    Purchase for version 7, 3 licenses ( create a new certificate)
    Purchase for version 9, 2 licenses ( create a new certificate)

    Tab 1 — License Certificate Creation for Microsoft Project Standard Edition

    Tab 2 — Addition of Product info on the Certificate (2010 and 2007 are both added on the certificate, as the certificate has downgrade rights to version 2007)

    Tab 4 – Entering Compliance Details

    Tab 3 - The Connection details tab and is displayed only if additional connection questions are configured for the license model. 

  4. Create certificates for the other products. When creating the certificates ensure that:
    • all the certificates are in Executed state so that they can be used by the SWLM engine.
    • the value of the Engine Connection field on the Certificate is set to Yes, so that the Software License Engine is able to connect to certificate.

    By default, when the status of the certificate is set to Executed, the Engine Connection value is set to Yes.

  5. Since the Adobe licenses were purchased in multiple purchase orders, create a certificate for each purchase described in the table in step 3 of this procedure. Individual Software License records can be used to represent a history  of multiple purchases of the same software, or purchases of the same software from different suppliers, even under separate Software Contract parent records.
  6. When creating the certificate subsequent to the first certificate for a product, the system prompts you to group the certificates if they have the same Company, License Model, and Product Categorization. This is termed as Grouping of Certificates

    Calbro purchased additional Microsoft Project Standard Edition licenses in two separate purchases:


    Product Name

    Purchase of Licenses

    Microsoft Corporation

    Microsoft Project Standard Edition

    Purchase for version 2010, 3 licenses (new certificate created and grouped with certificate for Project)
    Purchase for version 2010, 5 licenses (new certificate created and grouped with certificate for Project)

    1. Create the two new certificates for Project, and then group them with the original one.
    2. While creating the certificates, on the second tab of the Certificate Creation dialog box, you are prompted to group the certificates.

    3. Click Manage Grouping to group the new certificate with the existing one.
      Then group the two new certificates for Microsoft Project in the above table.

Managing license jobs

Set up the license jobs for the manufacturers and products to be managed for SWLM.

  1. Creating the license jobs
    From the Software Asset Management (SAM) console, click the Manage License Job link to create the SWLM License Job. License Jobs should be created for the manufacturer or product.

  2. Create a job for the Microsoft products. Since there are a large number of products for Microsoft in the CMDB, qualify the Job by Products to be managed as follows:

  3. Running and monitoring license jobs
    After creating the license jobs, on the Manage Jobs dialog box, select the Adobe Job and click Run to execute the job on on demand.
    Monitor the completion of the job in the History tab in the bottom section of the dialog box.

  4. Similarly, run the Microsoft Job on demand.

  5. Running reconciliation based jobs


    For optimum performance run the SWLM job based on Reconciliation Job after the first run. This can be done under the Schedules option on the Reconciliation tab.

    1. Relate the SWLM job to the Reconciliation Job for both Adobe and Microsoft. This ensures that related SWLM jobs are run every time a Reconciliation job is run.

      Each license job returns four results which can be viewed by selecting the job run in the Job History window.



      CIs connected to certificates

      Instances of software that were found and successfully connected to a certificate

      CIs without certificates

      CIs that do not have licenses
      The value of the Required Contract is set to Yes for this CI in the Product Catalog and the license job located the CI but did not find a related licenses.

      Certificates out of compliance

      License certificates for which the overall software consumption has been found to be in excess of the available entitlement

      CIs connected to multiple certificates

      CIs that have multiple certificates associated to them
      License engine has found multiple certificates matching the software product. Check that all such certificates have been Grouped.

    2. After running the license jobs, monitor the license compliance. Using the Software Asset Management (SAM) console, select and view each certificate for Microsoft and the one for Adobe products created earlier.


    To summarize, the license engine performs the following procedures:

    - Checks the Product Catalog for any software titles that match the criteria set in the job details, and that have "Requires Contract" = Yes.
    - Searches the CMDB for any instances of the software titles found in these software titles.
    - Attempts to connect the software titles to certificates which match them
    - Calculates the overall consumption on any certificates to which it has just connected software CIs.

Monitoring license compliance

Use the Software Asset Management (SAM) console to review the Compliance Status and the Rolled up Deployed count. Also open the appropriate certificates for the products from the SAM console to review the the Number Deployed per product which is reflected in the Related Product Categorization table.
Optionally, click the Compliance Details link on the navigation bar to view the compliance numbers.

Notice that the Adobe license certificate for version 9 is out of compliance. The Number deployed is 5 and the Number purchased is 2. Request the purchasing manager to procure additional licenses for Adobe version 9.

  1. From the Purchasing Console create a Purchase Requisition (PR) with a line item for Adobe Acrobat version 9, to purchase 5 licenses.

  2. Enter the details in the Line Item Information for purchasing Adobe licenses.
  3. On the License Certificate tab of the Purchase Line Item, update the Purchase Type, Software Contract ID, and License Type values. This information is used to create the license certificate automatically.

  4. The PR then goes through the purchasing lifecycle:
    1. After saving the Line Item and the PR, submit it for approval.
      When the required approver(s), approve the PR, a Purchase Order (PO) is created
    2. Submit the purchase order.
      Based on the out of the box configuration settings in the Rules form, License certificates are automatically created once the order is submitted. As a result, the item does not need to be explicitly received.

      The new certificate is now created for 5 additional licenses of Adobe. However, on creation the certificate is in the Draft status.

    3. Update the status of the certificate from Draft to Executed to enable the certificate.
    4. Then group the new certificate with the original.
      From the SAM console open the existing certificate and click the Manage Grouping link on the navigation bar to add the new certificate and the existing one into a group.
      A master certificate is created, where the two certificates for Adobe Acrobat, version 9 are part of the Group. From the SAM console only the master certificate is seen because the master certificate is the container for the children certificates, and provides a rolled up view of the compliance for Adobe Acrobat, version 9.


      In case of grouped certificates, SWLM engine only connects to the Master Certificate.

    5. Rerun the License Job for Adobe.
      After the license job is complete, review the compliance status of Adobe Acrobat, version 9. The certificate is now in compliance. The Number deployed is 5 and the Number purchased is 7.

Managing software usage

Notices that currently, though the Adobe Acrobat version 7 certificate is in compliance, it is approaching out of compliance status. Instead of buying new licenses, locate users who are not using the software, so they can uninstall the software from their systems and their licenses can be reused.
Some discovery vendors collect the usage information about the applications and store it in their database. Out of the box, Remedy Asset Management is integrated with the BMC BladeLogic Client Automation (BBCA) Software Usage.

Perform the following steps:

  1. Open the AST:ConfigUsageProvider form, where you can set up the provider for usage.
    BCAC is the namespace for the BBCA discovery and BCAC_Software_Usage is the federated class.
  2. Verify that the Namespace and the ClassName are setup with BBCA and BCAC_Software_Usage respectively for the usage information from BBCA. 


    For any other discovery source create the appropriate integration using the CMBD federation. For more information, see Configuring your system to work with any third-party software usage provider.

  3. On the SAM console, select the Adobe Acrobat 7 certificate and click View Usage to open the Software Usage form.
    The Software Usage form provides usage details of all Adobe 7 product instances, the computers where the software is installed, and the related users.

    Analyze the data using various predefined queries available from the navigation bar.

  4. Select the By Usage > Not used past 180 days predefined query.
    Users x and y have not used the product in last 180 days.
  5. Submits a ticket to uninstall the software from these desktops.
    Re-running the job then shows two extra licenses. This procedure allowed harvesting of the two licenses.
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