Creating and managing software titles (2021 Release 02)

You can use Track-It! to maintain a record of software titles. This record consists of unique identification of audited software owned by your organization.

To discover and audit your IT assets, you must first configure BMC Client Management (BCM) in the Asset Management settings as follows:

1. On the header bar, expand the hamburger menu  and select Configuration.
2. Click Asset Management and select BMC Client Management Configuration.

The list of all detected software on audited assets is displayed in the Software Licenses module in Track-It!. For more information, see Setting up BMC Client Management.

Overview on creating and managing software titles

The following video (5:51) provides an overview on creating and managing software titles in Track-It!:

https://youtu.be/8-hg27IUzDA

To create a software title

1. On the header bar, from the ADD NEW menu, select Software Title.
2. In the Software Title form, fill in the following mandatory details:
   • Title Name
   • Evaluation Type
   • Application Selector
     • If you select All, then after synchronizing your software titles, only the assets containing all the linked applications are linked to the software title.
     • If you select Any, then after synchronizing your software titles, the assets containing any of the linked applications are linked to the software title.
       
   All the other fields, such as Publisher, License Information, and Additional Information, are optional.

3. Click Save Software Title.
   The software title is created and saved in Track-It! and also in BCM. If the selected software title name already exists in the system, an error message is generated.

   Important

   • When a software title is created, it is assigned the Track-It! device group by default in BCM. This facilitates the linking of assets and licenses to the software title on synchronization. If the Track-It! device group is not present in BCM, the software title is created without a device group and you must manually assign a device group or devices to the software title in BCM. You can also manually assign your own device group or devices to Licensed Software in BCM.
   • You cannot create a new software title with Software Catalog as the evaluation type if any of the following conditions exist:
     
     • The Software Catalog license is not available in BCM.
     • The Software Catalog license has expired in BCM.
     • The Software Catalog license in BCM has exceeded the available number of licenses.

   When you select a software title from the software title grid, the preview pane displays a preview of the selected software title. This preview pane displays the Software Title ID, Title Name, Evaluation Type, Status, Publisher, and linked License Information. You can select the location of the preview pane from the right or bottom of the screen. You can also hide the preview pane.

To update a software title

1. On the header bar, expand the hamburger menu  and select Software Licenses module.
2. On the Software Licenses page, double-click to open the software title that you want to update.
   The editable fields on the Software Title page are as follows:
   
   • Title Name
   • Evaluation Type
   • Application Selector
   • Publisher
   • Additional Information

3. Click Save Software Title.
   The software title is updated and saved first in BCM and then in the Track-It! database. If the selected software title name already exists in the system, an error message is generated. If you try to update a software title that has been deleted from BCM, an error message is generated and the error is entered in the log file.

   Important

   You cannot update an existing software title with Software Catalog as the evaluation type if any of the following conditions exist:

   • The Software Catalog license is not available in BCM.
   • The Software Catalog license has expired in BCM.
   • The Software Catalog license in BCM has exceeded the available number of licenses.

(2022 Release 01) To copy a software title

You can copy a software title either from the workspace grid or the software title form.

To copy the software title from the workspace grid

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, select the software title that you want to copy.

3. Click to copy the software title.

4. In the Copy Software Title dialog box, enter the new software title name.

5. Click Save.

   A copy of the software title is created in both Track-It! and BCM with the default status Active. All the data on the software title form is copied but the contents of the Details section are not copied.

To copy the software title from the software title form

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, double-click to open the software title that you want to copy.

3. Click to copy the software title.

4. In the Copy Software Title dialog box, enter the new software title name.

5. Click Save.

   A copy of the software title is created in both Track-It! and BCM with the default status Active. All the data on the software title form is copied but the contents of the Details section are not copied.

(2022 Release 01) To delete a software title

You can delete a software title either from the workspace grid or the software title form.

To delete the software title from the workspace grid

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, select the software title that you want to delete.
3. Click to delete the software title.
4. Click Yes.
5. The software title is deleted from both Track-It! and BCM.

To delete the software title from the software title form

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, double-click to open the software title that you want to delete.
3. Click to delete the software title.
4. Click Yes.
5. The software title is deleted from both Track-It! and BCM.

(2022 Release 01) To retire a software title

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, double-click to open the software title that you want to retire.
3. Click and select Retire Software Title (R).
4. Click Yes.
   The software title is retired from Track-It!, the Retired check box is selected on the Software Title form, and the form is changed to read-only.

When you retire the software title, all the software licenses linked to the software title are retired and the license consumption metrics are updated. The technician details and the date and time of retiring the software title are added in the Additional information field on the Software Title form. You cannot link new software licenses to the retired software title. You cannot link or unlink applications from the retired software title. You cannot authorize or unauthorize assets from the retired software title.

(2022 Release 01) To unretire a software title

1. On the header bar, expand the hamburger menu  and select the Software Licenses module.
2. On the Software Licenses page, double-click to open the retired software title that you want to unretire.
3. Click and select Unretire Software Title (U).
4. Click Yes.
   The software title is unretired in Track-It!, the Retired check box is cleared on the Software Title form, and the form is editable.

When you unretire a software title, all previously retired software licenses linked to the software title remain retired. You can link new software licenses to the unretired software title. You can link or unlink applications from the unretired software title. You can authorize or unauthorize assets from the unretired software title.