This documentation supports the 21.3 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the Product version menu.

Purchasing software and assigning a license


This use case describes how to purchase a software application and automatically assign a license to it.

Scenario

Calbro Services has an enterprise license for Microsoft Office, which gives all employees access to Microsoft Word, Microsoft Excel, Microsoft Power Point, and Microsoft Outlook. However, because only a few people require Microsoft Visio, this software is purchased only as required.

Workflow

The following table describes the actions that are taken to purchase and license a software application:

Console

User

Action

Reference

Contract Management console

Contract manager

Create a software license contract for Microsoft Visio and set the status to Executed.

Purchasing console

Configuration administrator

  • Create a purchase requisition for Microsoft Visio.
  • On the License Certificate tab of the line item, select a Per Instance license type and complete the required fields.
  • Submit the purchase requisition for approval.

Approval Central

Requester's manager

Select the purchase requisition and approve it.

Purchasing console

Purchasing agent

  • Create the purchase order.
  • Searches for the orders to place.
  • View the orders and place them.

Receiving console

Configuration administrator

 Search for the purchase order and receive the item.


Customer

Install the software application.


Manage License Jobs console

Contract manager

  • Create a license job for the Per instance license type.
  • Run a license job.

The license job automatically assigs the license to the purchased item.


Result

Microsoft Visio is purchased and a license is automatically assigned to it.

Benefit

For  the new software items that are purchased the license is automatically assigned and you can monitor the software usage of the new software items.


 

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