You can create License assets to track information for applications that require licenses.
NOTE: To create License assets for applications in the Software page inventory, you first must create Software assets for those applications. You do not need to create Software assets for applications in the Software Catalog page inventory. |
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Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
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On the left navigation bar, click Inventory, then click Software Catalog. Click the name of an application. On the Software Catalog Detail page, click Add New License. |
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The name of the license, such as Office Professional PO #1234. This is the name that you use to find the asset. If you plan to have multiple licenses associated with an application, provide the purchase order number or purchase date in the fields below to differentiate the licenses. | |||||||||||||||||||
The Asset Subtype to associate with the license. See About Asset Subtypes, custom fields, and device detail preferences. | |||||||||||||||||||
For more information, see View and configure asset lifecycle settings. | |||||||||||||||||||
The name of the location where the asset is located. See Managing locations. | |||||||||||||||||||
The number of installations or seats the license allows. For example, 50. | |||||||||||||||||||
Leave this field blank. A software license cannot be associated with applications from the Software Catalog inventory and the Software page inventory at the same time. For more information on how to create license assets for cataloged software, see Add License assets for Software page inventory. | |||||||||||||||||||
The mode of the License asset. For applications that require licenses, and to display license usage information on the License Compliance page, select either Enterprise or Unit License.
The license mode is used in these sections of the Administrator Console:
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The name of the Vendor asset you want to associate with the application. the Vendor drop-down list is empty unless you have added a Vendor asset. To search for a vendor, begin typing in the list. | |||
The date the purchase was made. Click in the field, then select a date on the calendar. | |||
Select one or more purchase records associated with this license. See Managing purchase records. |
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Indicates if the license includes upgrade rights. Upgrade rights refer to the ability to upgrade to a newer version of the licensed software, when such versions become available. For more information, see About license upgrades. Select one of the following options:
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Whether the license entitles users to upgrade the installed version of the application. See About License Compliance for Software Catalog applications. | |||||||
If the license includes maintenance, the expiration date of the maintenance period. | |||||||
Indicates if the license includes downgrade rights. Downgrade rights refer to the ability to apply licenses for newer software versions to older versions of the same software. For more information, see About license downgrades. Select one of the following options:
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The cost center associated with the department that owns the application. | |
The devices that are approved to use the license. This information is used in License Compliance reporting. For example, if devices have the application installed, but are not on the list of approved devices, the devices are listed in the report titled, Unapproved Software Installation. However, the appliance does not enforce license compliance. For example, the appliance does not prevent applications from being installed on managed devices if a license is expired or otherwise out of compliance. | |
Add or edit barcodes associated with this license, as required. For more information, see Add barcodes to assets. |
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On the License Detail page, on the Custom tab, provide additional custom data. You can modify the License Asset Type to include as many additional fields as necessary to meet your business objectives. For more information, see Add or customize Asset Types. |
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Any supplemental information about the license, such as a license number. |
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The new license asset appears on the Licenses page. The License Count number does not change until you update the asset. However, the number in the Installed column changes when managed devices that have the software installed check in to the appliance. This enables you to track the number of licenses that have been purchased and installed.
If the CSV file contains new assets for Asset Types that you have defined, the new assets are added.
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Creates the asset: If the Primary Key value does not match an existing value, the asset is created. |
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Updates the asset: If the Primary Key value matches an existing value, the asset information is updated. |
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Flags the asset as a duplicate: If multiple records for the Asset Type match the value of the CSV field chosen as the Primary Key, OR if multiple records match the associated asset, the asset is flagged as a duplicate. Duplicate records are not imported. |
You can import asset data, such as software license data, using CSV (comma separated value) files.
Verify that asset data is appropriate and formatted properly before importing it.
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You can import license data from prepared CSV files.
If you want to assign the imported assets to an Asset Subtype, add the subtype before you import the assets. See Add Asset Subtypes and select Device Detail page preferences.
4. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
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If one or more asset import operations are scheduled, the Import Assets list page appears, listing the import operations. To import assets from an CSV file, click Choose Action > New to start the Import Assets wizard. |
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If there are no scheduled asset imports on the appliance, the Import Assets wizard appears. |
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Select this option to complete a one-time asset import from a CSV file. Then, click Browse or Choose File, then select the CSV file. | |||||||||||||||||||||
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If the CSV file contains a header row, as it does in this example, select the File Header Row check box, then click Next. |
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Scheduled asset imports only. On the Asset Import Selection Schedule page that appears, create a schedule for importing the CSV file. |
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Run in combination with an event rather than on a specific date or at a specific time. | |||||||||||
Every n hours |
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Run daily at a specified time, or run on a designated day of the week at a specified time. | |||||||||||
Run on the nth of every month/specific month at HH:MM |
Run on the same day every month, or a specific month, at the specified time. | ||||||||||
Run on the nth weekday of every month/specific month at HH:MM |
Run on the specific weekday of every month, or a specific month, at the specified time. | ||||||||||
Run according to a custom schedule. Use standard 5-field cron format (extended cron format is not supported): Use the following when specifying values:
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NOTE: In this example, the Asset Subtype, Productivity, has been added to the License Asset Type. The Subtype drop-down list is empty if you have not added subtypes for the License Asset Type. During import, all assets are assigned to the selected subtype. |
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In the CSV Fields drop-down list, select the fields that correspond to the appliance Required Standard Fields and Required Asset Fields. The mapping of these fields depends on the contents of your CSV file and the Asset Type. For the example in this section, use the following values: |
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Asset Name=Name |
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Location=Location |
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Asset Status=Asset Status |
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License Count=License Count |
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Applies to Cataloged Software=Software Catalog |
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License Mode=Mode |
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If the assets you are importing use barcodes, in the Barcode Fields area, indicate how you want to import the barcodes. |
The field in the CSV file that contains the barcode format. For example, UPC-A, Code 11, or UPC-E. |
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One-time imports only. Complete the following steps. |
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Scheduled imports only. Complete one of the following steps: |
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Click Save to save your newly created scheduled import. The Import Assets list page appears, showing the scheduled import entry in the list. |
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Click Run Now to import assets from the CSV file, and to save your scheduled import settings. |
When the import is complete, the assets appear in the Assets list. If the titles of the software matched titles in the Software Catalog inventory, the assets are associated with the inventory items and you can view them on the Software Catalog Detail page for the items. The progress bar on the top of the page shows the completion of the task.
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