Strategies for Effective Hardware and Software Asset Management

Strategies for Effective Hardware and Software Asset Management

Michael Glanert

ICT19S #CAWorld

Systems Made SimpleITAM Practice Lead

ca Intellicenter

2 © 2014 CA. ALL RIGHTS RESERVED.

Abstract

Pro-actively managing IT assets and effectively

planning for what’s next are not easy in

increasingly complex IT environments. Hear about

a government agency's journey to successful

implementation of hardware and software asset

management. Walk away with more in your

toolbox to aid your own journey to building a

sound strategic and tactical approach to IT Asset

Management solutions from CA Technologies.

Michael Glanert

Systems Made Simple

ITAM Practice Lead


Today’s Objectives

WHERE TO START

THE HOLISTIC LIFECYCLE APPROACH

MAKING DATA HIGHLY AVAILABLE TO STAKEHOLDERS

PROACTIVE MANAGEMENT OF IT ASSETS

TOOL AGNOSTIC STRATEGIC AND TACTICAL APPROACH

MAINTAINABILITY OF THE REPOSITORY

1

2

3

4

5

6

MEASURING SUCCESS7


ITAM Strategic Planning

Take a crawl, walk, run approach– Build upon small successes

– Architect achievable deliverables

Maintain weekly contact with the main sponsor

Understand the stakeholders, the value of key partnerships and cross-functional collaborations

Build a strong foundation

Implement Go-Forward Implementation


ITAM Tactical Execution

Understand the ITAM lifecycle

Map the current process– Reduce Complexity

– Play in the sandbox of others

Map data attributes to be collected to the tool

Start integration of procurement



Integrate with key cross-functional organizations:– Procurement

– Accounting and Finance

– Change Management

– Architecture and Build teams

Configure the tool

Start building models and asset records

Document click-level instructions



Start collecting entitlements

Integrate automated discovery to ITAM

Software normalization

Hardware reconciliation

Add dashboarding and reporting



Asset Tagging – Barcode and RFID

Evangelize ITAM and the achievements

Integrate with CMDB

IMACD

Maintain ITAM Repository



Software- Don’t deploy unless you already own it– If not purchase it

– Track trend analysis of software usage

– Perform bulk purchases at the beginning of the year

– Perform proactive targeted license true-up each quarter

– Hire license experts

Maintain the ITAM repository

IT Asset Disposal– SW license harvesting


Maintain an ITAM Roadmap


ITAM Lifecycle Approach

Implementation of holistic and comprehensive lifecycle approach that integrates best practices

Discovery Data for validation of

deployed IT Assets

PR PO

Internal Approval cycle InvoiceQuote

Start of the ITAM Lifecycle

Start of the CMDB Lifecycle


Map Existing Process to ITAM Lifecycle


What Data? Where, How and When is it Obtained?Map Data Attributes in ITAM Repository

RequestAsset FamilyAsset DescriptionManufacturerAccounting AttributesQuantityFunding ReviewerControl NumberPackage Sequence #CommentsTitleDeliver to LocationPR #

Dispatch of PO to Vendor

If New Buy PurchaseAsset Family per unspscAsset Class per unspscPayee (preferred vendor)Manufacturer part #ModelPO #PO DatePO Line #BuyerUnspsc codeUnspsc descriptionCostTermination DateShip To Location

If Maintenance PurchaseLevel of ServiceCoverage

Vendor InteractionSerial #

Date ReceivedSerial # validationQuantity validation

Asset Taging

Invoice #Invoice copy

Date PaidAmount Paid

HWDate Last DiscoveredSerial #Computer NameDiscovered OSHW VendorRAMProcessor TypeProcessor CountCore CountCluster yes-noMAC AddressIP Address

SWComputer NameEditionLicense TitlePublisherProduct Version


Configuring the Tool

Basic out-of-the-box set-up– Build Asset Family and Class

– Screen design and layout

– Add extended fields if necessary

– Add Locations

– Add Vendors

– Add approved users

– Define access roles

– Tie to active directory


Start Building Models and Asset Records


Start Building Models and Asset Records


The Importance of the Cost Tab


Asset TaggingBarcode and RFID


ITAM Tools and Technology Building Blocks

CA APM

Reporting

and

Dashboards

Discovery Tools

Existing Spreadsheet and Procurement Data

Deployed IT Assets

ESAMNet License Position

CA SAM

Validation and True-up of active IT Assets

Hardware Reconciliation SW Normalization

CA IT Asset Manager

HW and SW New Buy’s and Maintenance, Contracts

HW and SW Purchase Data

PO, COST, Warranty and MaintenanceTermination Dates, Invoices (Entitlements)

Knowledge of available Titles, Versions and SKU’s by License Pools

Proactive SW License Legal Compliance Management of Use Rights


Software Normalization: Asset Viewer


Software Normalization


VM Environment


VM Environment


Effective Demand in CA Software Asset Manager


Hardware Reconciliation


ITAM Tools and Technology Building Blocks

CA APM

Reporting

and

Dashboards

Discovery Tools

Existing Spreadsheet and Procurement Data

Deployed IT Assets

ESAMNet License Position

CA SAM

Validation and True-up of active IT Assets

Hardware Reconciliation SW Normalization

CA IT Asset Manager

HW and SW New Buy’s and Maintenance, Contracts

HW and SW Purchase Data

PO, COST, Warranty and MaintenanceTermination Dates, Invoices (Entitlements)

Knowledge of available Titles, Versions and SKU’s by License Pools

Proactive SW License Legal Compliance Management of Use Rights


CA Software Asset Manager to APM Table Structure

CA-SAM Device Object APM Reconciliation Field Database Field (Al_discovered_hardware)

Device Key --- external_device_key

Model System Model asset_model

Network --- dns_name

Storage (GB) Disk Space disk_space

Name Host Name host_name

Inventory Date Last Run Date last_run_date

MAC Address MAC Address mac_address

RAM (MB) Memory total_memory

Operating System Operating System operating_system

Installed CPUs Processor Count processor_count

SPU speed (MHz) Processor Speed processor speed

Serial Number Serial Number serial_number

Inventory Number BJQS Asset Tag asset_tag

Asset Name --- ---

Manufacturer System Vendor vendor_name

Device Type System Type (?) System Type (?)

Data Source (?) external_source

CPU Type Processor Type processor_type

Last Logged-on User --- login_id

Import ID --- external_device_id

Follow the Data: SAM to APM


Available Data From CA Software Asset Manager to APM


Dashboards and Reports


Dashboards and Reports


Addressing Client Challenges

Business Objectives Business Challenges Solution Benefits

Know what IT assets we have

Unaware of available assets

and software licenses

Always know what IT assets are being used and available

Manage IT assets effectively

Organization over purchases IT assets

Optimize the process for managing asset

cost and distribution

Proactively manage vendors

Exposed to risks from license audits and auto-renewals

Mitigate the risk of unmanaged

contracts and unexpected auditR

esp

on

dO

pti

miz

eId

enti

ty


Asset Disposition


Maintaining the ITAM Repository

Change Management, Architecture and Build Teams– Ensure you are receiving change tickets that impact ITAM

– Change is your first line of defense to understand planned change

– Discovery is a confirmation of the change


Importance of Selecting the Right ITAD Vendor

IT Asset Disposal – Establish secure storage of IT assets

– Establish a SW license harvest process

– Understand what is reusable and ready for retirement

– Establish an internal wipe and clean procedure

– Establish a disposal process

– Select an ITAD vendor

– Draft a master service agreement and task order

– Ensure you receive receipt reports

– Ensure you receive a final disposition report

– Attach final disposition to the asset records

– Formally document the Disposal Process


For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

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For Informational Purposes Only

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty.

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