This session will highlight best practices around IT asset management and how Novell ZENworks can support these practices—and in turn, reduce costs. We'll also discuss hardware lifecycle management, including identifying new devices, identifying devices for reuse, retiring devices, and lease and maintenance tracking. Finally, we'll discuss asset management best practices for software license management and standardization.

1. Best Practices for IT Asset Management
Using Novell ZENworks ® ®
Christina Chamberlain
Technical Sales Specialist | Endpoint Management
Novell Inc./cchamberlain@novell.com
Bruce McDowell
Technical Services Consultant
McDowell Consulting LLC/ bruce@consultbruce.com

2. Presenting Today...
• Christina Chamberlain
– Technical Sales Specialist for Novell ®
– Consultant and Training Lead at Tally Systems
• Bruce McDowell
– Member of founding team for Tally Systems
– Technical Sales Specialist and Product Manager for Novell
®
– Consultant on asset and license management
2 © Novell, Inc. All rights reserved.

3. Agenda
• Hardware Lifecycle Management
• Software Asset Management
3 © Novell, Inc. All rights reserved.

4. Introduction
This session will highlight best practices around IT asset
management and how Novell ZENworks can support
® ®
these practices—and in turn, reduce costs. We'll also
discuss hardware lifecycle management, including
identifying new devices, identifying devices for reuse,
retiring devices, and lease and maintenance tracking.
Finally, we'll discuss asset management best practices for
software license management and standardization.
4 © Novell, Inc. All rights reserved.

5. Hardware Lifecycle Management

6. Lifecycle Management
6 © Novell, Inc. All rights reserved. IDC, Determining the Return on Investment from Deploying Consolidated IT Resource Management

7. Challenges
• New machines, not deployed
• Changes over lifecycle
– Location
– Primary User
– Configuration
– Software
• Maintenance/Lease tracking
• End of life
• Project Planning/Budgeting
7 © Novell, Inc. All rights reserved.

8. Add Devices
• Requirements
– Hostname, serial number
• Time of purchase
– Procurement records
• Time of receipt
– Vendor list
– Barcode
– Other method – essentially need a flat file
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9. 1. Create Folder
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10. 2. Create Registration Key
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11. 3. Add Devices
• Requires Registration Key
• Import format for CSV file:
WS_1.0, hostname,
serialnumber
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12. 3. Add Devices
Individual
Multiple
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13. 4. Reconciliation
• Install Adaptive Agent – reconciles to device record
– Hostname only (manual entry)
– Hostname + serial number (manual or import)
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14. Track Changes
Demographics
• Have users enter information – Collection Data Form
• Have techs update data
• Import data via LDAP
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15. Track Changes
Device Status
• Available
• In Service
• Retired – what happened to the device? Recycled,
donated, sold....
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16. Track Changes
Configuration
• System related changes:
– Memory
– Total Disk Space
– Free Disk Space
– BIOS
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17. Track Changes
Software
• Anti-virus/anti-malware def files
• New applications
• Deleted applications
• Software Standards
– flag 'undesirable' software
17 © Novell, Inc. All rights reserved.

18. Maintenance/Lease Contracts
• Where are my devices?
• Set alerts to allow time for:
– Ordering replacements
– Configuring and deploying replacements
– Returning devices before expiration of contract
18 © Novell, Inc. All rights reserved.

19. End of Life
• Leverage status field
• Retire or delete?
– Retire – can still report on, but data not included in standard
reports or licensing
– Delete – gone
19 © Novell, Inc. All rights reserved.

20. Planning/Budgeting
• System readiness reports
– OS Migration
– Application Upgrade
• Usage reports
– Identify underutilized applications
– Identify power users of specific applications
• Trend reports
– Track progress
– Future projections
20 © Novell, Inc. All rights reserved.

21. Software Asset Management
Where to Begin

22. Challenges of License Tracking
• Where to begin?
• Inventory = good
Hundreds of apps = bad
• CAL, CPU, OEM, Per-install – oh my.
• I have to do this every time?
22 © Novell, Inc. All rights reserved.

23. Gathering The Data
• Consumption
– ZAM Inventory
– Devices you can't scan? Manual inventory
• Usage
– Linked to licenses automatically
• Proof of Ownership
– Purchase Records, license certificates, etc
23 © Novell, Inc. All rights reserved.

24. Getting You The Details
Extensive Knowledge-base and Patented Discovery
ZENworks
Software License View
®
Asset
● Ignores suite components
Management
● Version rollup
A U T O M A T I O N
● Excludes applications that have no
license implications
Software Application View ZENworks®
Asset
● Converts file data to application view
Inventory
● Reports software suite and components
● Reports product and language editions,
service packs and releases
Software File View Common
Unique executable file header (VRB) data Industry
● Inconsistent and inaccurate Methodology
● Overcounts installed products
● Requires normalization and structuring
● Does not identify suites or product editions
24 © Novell, Inc. All rights reserved.

25. Software Usage Monitoring
Monitor applications regardless of how they are
launched!
• Monitor who is using the application
• Monitor from where the application is run
• Monitor how long the application is running
• Monitor how long the application is active
25 © Novell, Inc. All rights reserved.

26. What Does This License Agreement Mean?

27. What Does The Purchase Mean?
• Is it for...
– New licenses
– An upgrade
– Maintenance
– License plus maintenance
– Media?
• What are the upgrade and downgrade rights?
• Is it a term or perpetual license?
27 © Novell, Inc. All rights reserved.

28. What Type of License Model is it?
• Inventory • External Resources
– Per installation – Qualified desktop
– OEM – CPU
– Per machine – User
– Per named user (10.3) – Named user
– Server
– Client Access License (CAL)
– Site
– Enterprise
– User-defined models
28 © Novell, Inc. All rights reserved.

29. How Complex?
• Simple
– One version
– Multiple versions covered
• Medium
– Includes upgrade purchases
– Includes downgrade rights
– Suites you need to define
• Really complex
– Mix and match of all of the above
– Multiple license models
29 © Novell, Inc. All rights reserved.

30. I've Got My Data, Now What?

31. Define Your Licenses
Entitlement
Entitlement Entitlement
Licensed
Product
Compliance Reports
Entitlement Usage
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32. 3 Clicks to ROI
• Select manufacturer
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33. 3 Clicks to ROI
• Select products
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34. 3 Clicks to ROI
• Confirm
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35. Done!
• Licensed Products View
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36. View Results
• Software Compliance Report
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37. Proof of Ownership
• Add imported purchases (catalog products)
• Add manual license count (purchase summary records)
• Add documents
• Associate licenses to contracts
37 © Novell, Inc. All rights reserved.

38. Refine Licensed Product Definition
• Merge licenses
• Upgrade Rights
• Downgrade Rights
• Adjustments to consumption
38 © Novell, Inc. All rights reserved.

39. Reaping The Rewards

40. Business View – Application Usage
• Situation – License requirements determined from
usage data
Selected Microsoft Products
Over/ % Licenses
Product Version Licenses Installations (under) # Used Used SA Ext. SA
Desktop Applications:
Project Standard 2003 220 160 60 142 65% $389 $55,238
FrontPage 2003 150 177 -27 121 81% $94 $11,374
Development Tools:
Visual Basic. NET 2003 55 34 21 29 53% $86 $2,494
Visual Studio .NET Pro 2003 40 60 -20 39 98% $451 $17,589
Visio Professional 2002 145 113 32 55 38% $321 $17,655
Renewal calculated Licenses Installations Usage $104,350
based on: $169K $145K (14%)
Result
Result
✔ Achieve license compliance
✔ Achieve license compliance
✔ Achieve true software asset cost
✔ Achieve true software asset cost
40 © Novell, Inc. All rights reserved. Price Tag $104K (38% savings)
Price Tag $104K (38% savings)

41. Save Money by Identifying...
• Do you have more licenses than you need?
– Remove unused products
– Reduce maintenance costs
• Are you under-licensed, but not all installations are
being used?
– Re-allocate licenses instead of buying new ones.
– Avoid non-compliance fees and fines.
41 © Novell, Inc. All rights reserved.

42. Be on The Look Out For...
• Products that are no longer in use
– Have you been paying maintenance and supporting applications that
are no longer required?
• Under-utilized, high cost products
– Can you replace a licensed application with a free viewer?
– Are all components of a suite being used?
– Can you implement open-standard products for some of your users?
• Multiple products and versions that serve the same function
– Can you standardize on one or two products and versions, rather than
supporting a large variety?
42 © Novell, Inc. All rights reserved.

44. Unpublished Work of Novell, Inc. All Rights Reserved.
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