Functional areas of the SAM console

You can use the Software Asset Management console to do several functions such as searching for CIs, manage license jobs, count of licenses that are In Compliance, Out of Compliance, and so on.

The following figure shows the functional areas of the Software Asset Management (SAM) console:

Software Asset Management console functional areas

The following table describes what you can do in each of the functional areas:

Functional area	Description
Software Asset Management console banner
Breadcrumb bar	A navigation aid that contains links to related records that you opened from the console
Breadcrumb navigation controls	Back button — Takes you back one link in the breadcrumb trail Forward button — Takes you forward one link in the breadcrumb trail. The Forward button is visible only if you have returned to a record on the breadcrumb trail that you previously viewed. Drop-down menu — Contains links to all the records that you have viewed from the current view, including records that might not be currently visible in the breadcrumb trail Home icon — Takes you to the IT Home Page
Refresh	Refreshes the data in the tables
Search	This search feature lets you search across multiple forms for records that match a key term. However, this search does not include Asset CIs. For more information about using this search, refer to Using global search
Software Asset Management console header
Company, Manufacturer, and Product Name	You can filter the software license certificates listed in the certificates table by any company, by manufacturer, by product name, or by a combination. For example, you can list all Microsoft Visio licenses for your company.
Filter By	Search using predefined searches, and manage your searches. You can search for certificates that are approaching breach, in compliance, out of compliance, or of unknown compliance. Saved custom searches appear in the My Searches node of the Defined Searches list.
Navigation pane
Inbox	The inbox displays events generated when the License Engine runs, and other messages about contract and software compliance information. The inbox displays messages for the following areas: Contracts that have expired or are about to expire Software license certificates that are not compliant or are approaching non-compliance Software license certificates that have expired or are about to expire Summary results of the engine run List of new CIs that are linked to software license certificates. Important: You might see different types of messages displayed, depending on how the application administrator has configured inbox preferences. From the inbox, you can indicate whether you have dealt with a message. To view the applicable contract or certificate, select the message and click View.
Certificates	A summary of software license certificates compliance. It includes the count of the certificates in compliance, out of compliance, or approaching breach. CI counts reflect the filters your selections for Company, Manufacturer, and Product Name. Using search definitions does not change the certificate counts.
Functions	The Software Asset Management console provides access to the following functionality: Managing software license jobs. For more information, see Manually-managing-CIs-attached-to-a-license-certificate. Managing CIs. For more information, see Working-with-CIs. Viewing software usage. For more information, see Viewing-software-usage-details. Upgrading license certificates. For more information, see Upgrading-licenses. Additional functions, as described in Secondary-functions-on-the-SAM-console.
Certificates panel
Important: If you cannot see the Certificates panel, click the Certificates title.
View Contracts	To view details of a contract, select the certificate and click View Contract . For more information about viewing contracts, see Reviewing-a-software-contract .
View Certificate	View details of the selected certificate. For more information, see Adding-a-license-certificate-to-a-software-contract .
View Usage	View software usage of the selected certificate. For more information, see Viewing-software-usage-details .
Print	Print the selected contract.
Certificates table	Lists software license certificates. The Compliance Status column indicates whether the license is in compliance.
Select	Select whether to view related contracts or related CIs.
Related CIs	To view which CIs are related to a certificates, select the certificate. The Related CIs table lists the related CIs. To view details of one of the CIs, select the CI and click View CI . For information about manually managing CIs attached to a certificate, see Manually-managing-CIs-attached-to-a-license-certificate .
Unrelated CIs panel
Important: If you cannot see the Unrelated CIs panel, click the Unrelated CIs title.
View CI	Select a CI and click View CI to view details about the CI. For more information, see Working-with-CIs .
Job Name	When running connection rules for a job, if the License Engine cannot link a CI or a list of CIs to contracts, the engine creates an exception record for each CI that it cannot relate. Select a job to see the unrelated CIs for that job.
CIs table	The CIs table lists the exception records for the most recent run of the selected job. These records are software CIs that should be related to a certificate, but are not. Important: A CI that is unrelated on one job might be related as the result of a different subsequent job.

Functional areas of the SAM console

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