Page 1 AUTHORIZED DOCUMENTATION Reference Novell ® ZENworks 10 Asset Management SP3 ® 10.3 March 30, 2010 www.novell.com ZENworks 10 Asset Management Reference...
Page 2 Further, Novell, Inc., reserves the right to make changes to any and all parts of Novell software, at any time, without any obligation to notify any person or entity of such changes.
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Page 4 ZENworks 10 Asset Management Reference...
Page 5: Table Of Contents
Contents About This Guide Part I License Compliance 1 License Compliance Concepts License Compliance Components ..........15 Entitlements .
Page 6 6.5.1 Manually Creating a Licensed Product ........45 6.5.2 Creating a Licensed Product from a Discovered Product .
Page 7 Viewing a Purchase Record’s Details ......... . . 86 Changing a Purchase Record’s General Information.
Page 8 15 Working with License Allocations 15.1 Adjusting the License Quantity for a Demographic Allocation ......125 15.2 Removing Allocations.
Page 9 25 Generating Contract Reports Part V Documents 26 Uploading Documents 27 Working with Documents 27.1 Viewing the Documents List ..........167 27.2 Filtering the Documents List.
Page 10 33 Working with ZENworks Reporting Server Reports 33.1 Predefined Reports ............197 33.1.1 License Allocation Reports .
Page 11: About This Guide
ZENworks 10 Configuration Management documentation (http://www.novell.com/documentation/zcm10/ index.html). Documentation Conventions In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and items in a cross-reference path. ® A trademark symbol ( , etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party trademark.
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Page 13: Part I License Compliance
License Compliance ® ® Novell ZENworks Asset Management lets you monitor software products in your organization to know whether or not your software deployment complies with your software licensing. Chapter 1, “License Compliance Concepts,” on page 15 Chapter 2, “Setting Up License Compliance,” on page 25 Chapter 3, “Configuring Compliance Settings,”...
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Page 15: License Compliance Concepts
At the same time, you want to minimize costs by purchasing only the number of licenses that you really need. ® ® Novell ZENworks Asset Management helps you attain this balance by monitoring and reporting the license compliance status (compliant, overcompliant, or undercompliant) of your software products.
Page 16 Compliance Components Figure 1-1 Licensed Product Product A Compliance Status: Over–Compliant Available Licenses: 30 Licenses Consumed: 25 Entitlement Entitlement Product A OEM Product A Per–User License Type: Full License Type: Full License Model: License Model: Per–User Coverage: M1, M2, M3, Coverage: Any Users M4, M5...
Page 17 Each different license agreement for the software product must be represented by a unique license entitlement. A license entitlement defines the agreement details such as the license type, license model, and license period. In addition, a license entitlement includes the number of product installations, the number of purchased licenses, and the users and devices whose product installations can be covered by the entitlement.
Page 18: Entitlements
More information about purchase records is found in Section 1.4, “License Data,” on page Discovered Products: A discovered product represents a software product installed in your Management Zone. When associated with an entitlement, the discovered product’s installations are eligible to consume the entitlement’s licenses. If a discovered product’s installations can be covered by different entitlements (for the same licensed product), you can assign the discovered product to each entitlement.
Page 19: License Models
1.2.2 License Models When you create an entitlement, you specify the license model for the entitlement. The entitlement’s license model determines 1) how license consumption is calculated and 2) which product installations can be covered by the entitlement. There are different license models for entitlements that use Inventory installation data and for entitlements that use manually-entered installation data.
Page 20 License Model License Consumption Coverage Example Per-User Each user consumes a All users. You can The entitlement includes two single license for any exclude specific users. discovered products (DP1 and installations of the DP2). Both products are installed entitlement’s on User1’s device. User1 discovered products, consumes one license.
Page 21: User Sources For User-Based License Models
1.2.3 User Sources for User-Based License Models Discovered product installations are associated with devices. For example, if a discovered product is found on two devices, both devices are recorded in the discovered product’s information. This installation-to-device association enables the use of device-based license models (Per-Installation, OEM, and Machine).
Page 22: Installation Data
Entitlements are processed in the following order (most restrictive to least restrictive): 1. OEM: Covers an installation only if it is on a specified device. 2. Machine: Covers an installation only if it is on a specified device. 3. Named User: Covers an installation only if it is associated with a specified user. 4.
Page 23: License Data
1.4 License Data As explained in Section 1.1, “License Compliance Components,” on page 15, the number of purchased licenses is one of the three primary pieces of information that is required to determine the product’s license compliance. You license data can come from two different sources: Catalog Products and Purchase Records: A catalog product identifies a software product for which you have purchased licenses.
Page 24 For example, if you purchase 10 licenses of the base product and then purchase 6 licenses of the upgrade product, you are entitled to 4 installations of the base product and 6 installations of the upgrade product. The total number of installations (10) you are entitled to remains the same. To account for version upgrades, Asset Management provides a type of entitlement called a Version Upgrade.
Page 25: Setting Up License Compliance
Setting Up License Compliance The following sections provide instructions to help you set up license compliance for your software products: Section 2.1, “Preparing Your Management Zone,” on page 25 Section 2.2, “Setting Up Compliance for Software Products,” on page 26 Section 2.3, “Monitoring Compliance,”...
Page 26: Setting Up Compliance For Software Products
Task Details Discover installed software Asset Management needs to know what software products are products installed in your organization and how many installations exist for each product. Asset Inventory provides this information by scanning the devices in your ZENworks Management Zone to discover installed software products.
Page 27 Task Details Create entitlements A license entitlement typically represents a license agreement for a licensed product. It includes such agreement details as the license type (full, upgrade, maintenance, and so forth) and the license model (per-user, per-installation, OEM, machine, and so forth). Based on the license model, it also specifies which users or machines are covered by the entitlement.
Page 28: Monitoring Compliance
2.3 Monitoring Compliance The following table explains how you can monitor a product’s compliance status. Compliance Monitoring Tasks Table 2-3 Task Details View compliance status in ZENworks Control Center provides both high-level and detailed ZENworks Control Center views of a product’s compliance status. The high-level views let you see if a product is compliant, undercompliant, or overcompliant.
Page 29: Configuring Compliance Settings
Configuring Compliance Settings ® There are two ZENworks Management Zone settings related to license compliance. One setting determines when the compliance engine runs each day and the other setting determines the user source (authoritative user source or Inventory user data) for user-based license models. To configure the settings: 1 In ZENworks Control Center, click the Configuration tab.
Page 30 ZENworks 10 Adaptive Agent User Management feature to be installed. However, the User Management feature cannot coexist with the ZENworks 7 Desktop Management Agent, which results in the ZENworks 7 Desktop Management Agent being uninstalled. 4b Click OK. ZENworks 10 Asset Management Reference...
Page 31: Monitoring Compliance Status
Monitoring Compliance Status ® There a multiple locations in ZENworks Control Center where you can view the compliance status of licensed products. Section 4.1, “Home Page,” on page 31 Section 4.2, “Licensed Products List,” on page 31 Section 4.3, “Licensed Product’s Compliance Status Page,” on page 32 4.1 Home Page The Asset Management panel on the Home page lists the total number of properly licensed products ( ), underlicensed products ( ), and overlicensed products ( ).
Page 32: Licensed Product's Compliance Status Page
4.3 Licensed Product’s Compliance Status Page A licensed product’s compliance status is determined by the compliance status of each of its entitlements. For example, three entitlements might be properly licensed and one entitlement underlicensed. The licensed product’s status shows as underlicensed. A licensed product’s Compliance Status page shows details about the license compliance status for each entitlement.
Page 33: License Consumption (Consumption Data Source: Inventory)
The Compliance Status page includes the following panels: License Consumption (Consumption Data Source: Inventory): Displays the installation data for discovered products associated with this licensed product. The Net Consumption field provides the total number of installations for a discovered product. It is determined by the following formula: Net Consumption = (Installed Quantity + Additional Consumption) - Ignored Installations.
Page 34: Compliance Status (Consumption Data Source: Inventory)
Ignored Installations: Displays the number of installations that are excluded from the compliance calculations. This is a manual adjustment that you can make if there are installations you don’t want included in the net consumption. For instructions, see Section 8.8, “Adjusting a Discovered Product’s Installation Count,”...
Page 35: Unresolved Installations
4.3.3 Unresolved Installations This panel lists any discovered products with installations that are unable to consume an entitlement’s license. The following information is provided for each unresolved installation: Discovered Product: The discovered product that has unresolved installations. You can click the discovered product to view its details.
Page 36 License Entitlement License Model Discovered Products Coverage Quantity Version 6 Per-User Product A Version 6 Any users Per-Installation Product A Version 6 Any installation Product A Version 7 An Inventory scan discovers 26 installations of Version 6. The 26 installations belong to 22 users; 21 users are associated with one installation each, and 1 user is associated with 5 installations.
Page 37: Compliance Status (Consumption Data Source: Manual)
4.3.4 Compliance Status (Consumption Data Source: Manual) This panel displays the compliance status for all entitlements that use manually-entered installation data. For license compliance, the following fields are important: License Quantity: Displays the number of licenses included in the entitlement, either through catalog products assigned to the entitlement or through purchase summary records created for the entitlement.
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Page 39: Generating Compliance Reports
Generating Compliance Reports ® ZENworks Asset Management includes a variety of reports that you can generate to view compliance and compliance-related data. In addition to viewing predefined reports, you can create custom reports and export reports to several file formats. The compliance report information is combined with the software usage and contract management report information in Part VI, “Reports,”...
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Page 41: Working With Licensed Products
Working with Licensed Products A licensed product represents a software product whose license compliance you want to monitor. All of the information needed to determine a licensed product’s compliance status (installations, purchased licenses, license usage agreements) is provided through the components associated with the licensed product (see Section 1.1, “License Compliance Components,”...
Page 42: Filtering The Licensed Products List
underlicensed: There are more installations than licenses. Unknown: The compliance status has not been evaluated. If you don’t want to wait for the next scheduled compliance status refresh, click Action > Refresh Compliance Status. Click the status to view detailed compliance status information. Discovered Products: Indicates that at least one discovered product is associated with the licensed product.
Page 43: Creating A Licensed Product Folder
Without Any Products: Match licensed products that don’t have any catalog products and discovered products. With Catalog and Discovered Products: Match licensed products that have both catalog products and discovered products. Allocation Status: Select whether to match licensed products with allocations, without allocations, or both.
Page 44: Automatically Refreshing Status
6.4.1 Automatically Refreshing Status The compliance status for all licensed products is automatically refreshed at the following times: When you import purchase records. This ensures that a product’s compliance status immediately reflects any newly purchased licenses. Each day at the time specified for the compliance engine’s refresh schedule (see Chapter 3, “Configuring Compliance Settings,”...
Page 45: Creating A Licensed Product
6.5 Creating a Licensed Product There are two methods you can use to create a licensed product: You can manually create a licensed product. You then need to create the licensed product’s entitlements and add catalog products and discovered products. You can use the Auto-Reconcile Wizard to create a licensed product from a discovered product.
Page 46: Creating A Licensed Product From A Discovered Product
6.5.2 Creating a Licensed Product from a Discovered Product The Auto-Reconcile Wizard creates licensed products from discovered products. The wizard does the following: Lets you select the discovered product from which you want to create a licensed product. You can select multiple discovered products at one time to create multiple licensed products. Creates a licensed product with the same name as the discovered product.
Page 47 Wizard Page Details Discovered Product Filter You can filter the list of discovered products so that you have a smaller list of products from which to select. Any: Select this option to ignore the filter; all discovered products are displayed. Products Specified Below: Select this option to filter the discovered products list.
Page 48: Changing A Licensed Product's General Information
Wizard Page Details License Entitlements Every licensed product must have at least one entitlement. This page lets you specify a description and license model for the entitlement that will be added to the licensed products you are creating. Description: Add a description for the license entitlement. The entitlement description serves as a name for the entitlement and identifies it in the licensed product’s entitlement list.
Page 49: Adding Custom Fields To Licensed Products
2 In the Licensed Products panel, click the licensed product whose general information you want to edit. 3 Modify the fields as needed: Manufacturer: Select the product’s manufacturer from the list or enter a new manufacturer. Licensed Product: Select a name for the licensed product from the list or enter a new name. Version: If the licensed product represents a specific version, specify the version.
Page 50 2 In the Administrator-Defined Fields panel, click Licensed Product to display the Licensed Product Fields page. 3 Click New to launch the New Administrator-Defined Field Wizard. Complete the wizard by using information from the following table to fill in the fields: Wizard Page Details General Information...
Page 51: Merging Licensed Products
Wizard Page Details Choice List Values This page appears if you chose List or Combo as the Edit Type. To create a list of choices: 1. Specify a value in the Choice List Values field. 2. Click Add. Repeat for additional values. Edit: Select a value and click Edit to change it.
Page 52: Deleting A Licensed Product
6.9 Deleting a Licensed Product You can remove a licensed product from the Licensed Product list by deleting it. Only the licensed product is deleted; any catalog products and discovered products associated with the licensed product are not deleted. 1 In ZENworks Control Center, click Asset Management > License Management > Licensed Products to display the Licensed Products page.
Page 53: Working With Entitlements
Working with Entitlements A license entitlement typically represents a license agreement for a licensed product. It includes such agreement details as the license type (full, upgrade, maintenance, and so forth) and the license model (Per-User, Per-Installation, OEM, Machine, and so forth). Based on the license model, it also specifies which users or machines are covered by the entitlement.
Page 54: Creating An Entitlement
The Entitlements (Consumption Data Source: Inventory) panel is used to manage the entitlements that pull their product installation data from the Inventory data collected during scans of devices in the Management Zone. The Entitlements (Consumption Data Source: Manual) panel is used to manage entitlements that require product installation data to be manually entered into the entitlement.
Page 55: Creating An Inventory Entitlement
7.2.1 Creating an Inventory Entitlement The following steps explain how to create entitlements that use Inventory data as their source of discovered product installation data. If you need to create entitlements where you manually enter the installation data, see Section 7.2.2, “Creating a Manual Entitlement,” on page 1 In ZENworks Control Center, click the Asset Management tab.
Page 56 Wizard Page Details License Model The license model determines how license consumption is calculated for eligible installations. Select one of the following license models: Per-Installation: Each installation of the entitlement’s discovered products consumes a license. OEM: For each covered device, a license is consumed whether or not any of the entitlement’s discovered products are installed on the device.
Page 57: Creating A Manual Entitlement
7 Configure the entitlement by doing the following: Add information about purchased licenses. See Section 7.3, “Adding Catalog Products,” on page 58 Section 7.4, “Adding Purchase Summary Records,” on page Add information about installations. See Section 7.5, “Adding Discovered Products,” on page Specify the users or devices covered by the entitlement.
Page 58: Adding Catalog Products
Wizard Page Details Entitlement Type Select the type of license represented by the entitlement: Full License: Entitles the user to new product installations (as opposed to upgrade installations). Version Upgrade: Entitles the user to upgrade a previous product version to the new version. This option is not displayed when creating the first entitlement for a licensed product.
Page 59: Editing An Entitlement To Add Catalog Products
There are two ways to add a catalog product to an entitlement: Section 7.3.1, “Editing an Entitlement to Add Catalog Products,” on page 59 Section 7.3.2, “Using the Catalog Products List to Add Catalog Products,” on page 59 7.3.1 Editing an Entitlement to Add Catalog Products 1 In ZENworks Control Center, click the Asset Management tab.
Page 60: Adding Purchase Summary Records
3 Select the catalog products that you want to add to an entitlement. 4 Click Action > Add to Licensed Product to launch the Add Catalog Products to Licensed Product Wizard. Complete the wizard by using the information in the following table: Wizard Page Details Licensed Product...
Page 61: Adding Discovered Products
5 In the Entitlements panel, click the entitlement to which you want to add purchase summary records. 6 Click the Proof of Ownership tab. 7 In the Purchase Summary Records panel, click New. 8 On the General Information page, fill in the following fields: Description: Specify a description or name to identify the record.
Page 62: Using The Discovered Products List To Add Discovered Products
3 Click the licensed product with the entitlement. 4 Click the License Entitlements tab. 5 In the Entitlements panel, click the entitlement to which you want to add discovered products. 6 Click the Coverage tab. 7 In the Discovered Product Versions Covered panel, click Add > Installed Discovered Products if you only want to choose from discover products that are installed in your Management Zone.
Page 63: Specifying User And Device Coverage
3 Select the discover products that you want to add to an entitlement. 4 Click Action > Add to Licensed Product to launch the Add Discovered Products to Licensed Product Wizard. Complete the wizard by using the information in the following table: Wizard Page Details Licensed Product...
Page 64: Adding Covered Users To Per-Named User Entitlements
1d Click the License Entitlements tab. 2 In the Entitlements panel, click the OEM or Machine entitlement. 3 Click the Coverage tab. 4 In the Covered Machines panel, click Add > Devices with Product Installed if you only want to see devices that have the product installed.
Page 65 1b On the License Management page, click Licensed Products. 1c Click the product whose entitlement coverage you want to modify. 1d Click the License Entitlements tab. 2 In the Entitlements panel, click the Per-Named User entitlement. 3 Click the Coverage tab. 4 In the Covered Users panel, click Add >...
Page 66: Excluding Users From Per-User Entitlements
7.6.3 Excluding Users from Per-User Entitlements When you create an entitlement with a Per-User license model, all users are covered by the entitlement. If necessary, you can exclude users. An excluded user does not consume a license even if a discovered product installation is associated with the user. 1 If you are on the licensed product’s License Entitlements page, skip to Step 2.
Page 67: Adding Contracts And Documents
5c Click Search to display the search results. 5d Select the users you want to add to the Covered Users list, then click OK. 7.7 Adding Contracts and Documents You can add contracts and documents to an entitlement to provide proof that you own the licenses associated with the entitlement.
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Page 69: Working With Discovered Products
Working with Discovered Products Discovered products are used to associate installations with licensed products. Each discovered product includes information about its total number of installations on devices in the Management Zone. When you associate a discovered product with a licensed products’ entitlement, its installations become eligible to consume the entitlement’s licenses.
Page 70: Viewing The Discovered Products List
As you work with discovered products, you’ll see the term installed discovered products. Discovered products are all 27,000+ products included in the Knowledgebase. Installed discovered products are only those discovered products that are actually installed in your organization (as ® discovered through Inventory scans).
Page 71 For example, you can display only the discovered products from a specific manufacturer, or you can display only the discovered products that are associated with licensed products. 1 In ZENworks Control Center, click the Asset Management tab. 2 On the License Management page, click Discovered Products. 3 In the Search panel (located next to the Discovered Products panel), specify the criteria to use for filtering the list.
Page 72: Excluding Discovered Products From Compliance Calculations
Standards Category: Select a standards category, or select Any to match any category. 4 Click Search to apply the search criteria and filter the list. 8.4 Excluding Discovered Products from Compliance Calculations If there are discovered products that you don’t want associated with licensed products, you can exclude them.
Page 73: Using The Discovered Products List To Add Discovered Products
3 Click the licensed product with the entitlement. 4 Click the License Entitlements tab. 5 In the Entitlements panel, click the entitlement to which you want to add discovered products. 6 Click the Coverage tab. 7 In the Discovered Product Versions Covered panel, click Add > Installed Discovered Products if you only want to choose from discover products that are installed in your Management Zone.
Page 74: Adding Discovered Products To Software Collections
3 Select the discovered products that you want to add to an entitlement. 4 Click Action > Add to Licensed Product to launch the Add Discovered Products to Licensed Product Wizard. Complete the wizard by using the information in the following table: Wizard Page Details Licensed Product...
Page 75: Adjusting A Discovered Product's Installation Count
3 Click the discovered product whose installations you want to view. 4 Click the Installations/Consumption tab to display the list of installations. 8.8 Adjusting a Discovered Product’s Installation Count A discovered product provides a count of the total number of installations for the product. If necessary, you can manually adjust this count by ignoring installations or adding to the installation count.
Page 76 3 Click the discovered product whose installations you want to adjust. 4 Click the Installations/Consumption tab. The Consumption panel displays the following information: Ignored Installations: The number of installations excluded from the total installation count (also referred to as the net consumption). You manually mark the installations you want ignored.
Page 77: Assigning A Standards Category
6 To add installations to the count, use the Additional Consumption field in the Consumption panel to select the number of additional installations. 7 Click Apply to save your changes. 8.9 Assigning a Standards Category If your organization has policies and standards to which installed software products must conform, or if you simply want another categorization to help you organize your discovered products, you can assign standards categories to your discovered products.
Page 78: Viewing The Inventory Products Included In A Discovered Product
4 In the Standards Category field, select an existing category or type in a new one. You can select an existing standards category only if you’ve already created one for another discovered product. Otherwise, no list is available and you must define the standards category by typing it in the field.
Page 79: Refreshing Compliance Status
The Inventory Products panel on the Details tab lists each of the Inventory products. 8.11 Refreshing Compliance Status Refreshing compliance data recalculates all discovered product installation counts and recalculates compliance status for all licensed products. The following sections explain when automatic refreshes occur, how to manually trigger a refresh, and how to find out when the last scheduled refresh occurred.
Page 80: Manually Triggering A Refresh
Adding, modifying, or deleting any entitlement entry that affects license quantity or installation quantity. This includes purchase records, purchase record summaries, catalog products, discovered products, and software collections. Adjusting the installation count (net consumption) for a discovered product. 8.11.2 Manually Triggering a Refresh You can manually trigger a refresh of the compliance status for all licensed products.
Page 81: Working With Purchase Records
Working with Purchase Records Purchase records provide details about the number of licensed purchased for your software products. For example, Purchase Record 1 includes two purchase details: 10 units of Product A (Single License Pack) and 3 units of Product B (10-License Pack). Purchase Record 2 includes a purchase detail for 4 additional units of Product B (10-License Pack).
Page 82: Filtering The Purchase Records List
9.2 Filtering the Purchase Records List You can filter the Purchase Records list to display only the purchase records that meet certain criteria. 1 In ZENworks Control Center, click the Asset Management tab. 2 On the License Management page, click Purchase Records. 3 In the Search panel (located next to the Purchase Records list), enter the criteria to use for the filter.
Page 83: Creating Purchase Records
2 Click New > Folder to display the New Folder dialog box. 3 Fill in the following fields: Name: Specify a name for the folder. The name must be unique among all other folders and purchase records at the same level. Folder: Browse for and select the folder in which to place the new folder.
Page 84 4 In the File Name field, click Browse to locate and select the import file. 5 Click OK to start the import. During the import, the progress is displayed above the Purchase Records list. You can also click the Import Status tab to see the progress of the import and a record of previous imports. When the import is complete, the new purchase records are added to the list.
Page 85: Manually Creating Purchase Records
On the Purchase Details page, each software product purchase (included in the purchase record) is associated with a catalog product. If necessary, Asset Management creates a catalog product for any new software products included in the purchase record. You can view all catalog products by clicking the License Management tab > Catalog Products. 9.4.2 Manually Creating Purchase Records 1 In ZENworks Control Center, click the Asset Management tab.
Page 86: Viewing A Purchase Record's Details
Product: Click to browse for and select the catalog product to associate with the purchase detail. The catalog product inherits the purchases licenses. Purchase Quantity: Specify the number of units of the product that were purchased. This number does not always correspond to the number of licenses for the product. For example, you might purchase 5 units of Product A (Single License Pack) or 10 units of Product B (10-License Pack).
Page 87 3 Click a purchase record to display its information. The General page displays information about the reseller, purchaser, and purchase date. 4 Click the Purchase Details tab. On the Purchase Details page, each software product purchase (included in the purchase record) is associated with a catalog product.
Page 88: Changing A Purchase Record's General Information
9.6 Changing a Purchase Record’s General Information A purchase record includes general information such as its purchase order number, recipient name and address, order date, and reseller. You can modify this information as necessary. 1 In ZENworks Control Center, click Asset Management > License Management > Purchase Records to display the Purchase Records page.
Page 89: Moving A Purchase Record
Recipient CompanyName ShippingAddress1 1234 12/16/2009 CheapSoft Jen Adams Novell 1800 S. Novell Pl. 87654 12/18/2009 Soft-R-Us Nigel Ray Novell 404 Wyman Street The order of the columns is not important. For example, you can reverse the PO# and OrderDate columns or remove any columns that contain unwanted information.
Page 90 The table’s first column covers standard, Insight, CompuCom, SHI, and KMD import files because they use the same field names. The one exception is that KMD uses PO_NUMBER rather than PO#. The table’s second column covers the Softchoice import file. Fields 1–13 identify the purchase record.
Page 91 Standard, KMD, Insight, Softchoice Fields Description CompuCom, and SHI Fields OrderDate ORDERDATE The date the product was ordered. Either this field or the PO# field must be included in the record. If neither field contains data, the record is not imported. If you provide a PO number but not a date, the OrderDate field defaults to the import date.
Page 92 Standard, KMD, Insight, Softchoice Fields Description CompuCom, and SHI Fields The ZIP code or mail code of the shipping destination. The maximum field length is 16 characters. 12 Country The country where the order was shipped. The maximum field length is 32 characters. 13 Notes A text field for general notes about the purchase record.
Page 93 Standard, KMD, Insight, Softchoice Fields Description CompuCom, and SHI Fields 18 LicensesPerPackage The number of licenses included in each purchased product unit. For example, if the product is a 5-pack, this value is 5. The default is 1. Range values (for example, 1-25) are not supported and cause the line item to be skipped during import.
Page 94 Standard, KMD, Insight, Softchoice Fields Description CompuCom, and SHI Fields 27 Invoice# INVOICE The invoice number of the purchased product. Multiple invoices can be associated with the same purchase order number. 28 UnitMSRP The UnitMSRP is the manufacturer’s suggested price for one product unit. 29 UnitPrice The UnitPrice is the actual price paid for one 30 ExtendedPrice...
Page 95: Working With Catalog Products
Working with Catalog Products Catalog products are used to associate purchased licenses with licensed products. The following sections explain the tasks associated with managing catalog products: Section 10.1, “Viewing the Catalog Products List,” on page 95 Section 10.2, “Filtering the Catalog Products List,” on page 96 Section 10.3, “Excluding Catalog Products from Compliance Calculations,”...
Page 96: Filtering The Catalog Products List
Licenses Per Pkg: The number of licenses included in one unit of the catalog product. For example, if the catalog product is Product B (10-License Pack), the number of licenses is 10. Mfr. Part. #: The part number that the manufacturer assigned to the software product package represented by the catalog product.
Page 97: Excluding Catalog Products From Compliance Calculations
Platform: Select the platform (Windows or Mac) to match. Mfr. Part Number: Specify the text that the part number must include. This is a partial match field that is case-insensitive. If the text you enter is included in any part of the part number, the product matches the criteria.
Page 98: Creating Catalog Products By Importing Purchase Records
10.4 Creating Catalog Products by Importing Purchase Records Asset Management allows you to import purchase records. When a purchase record contains a software product that is not already identified as an Asset Management catalog product, the import process creates the catalog product. When a purchase record contains a software product that is already identified as a catalog product, the import process adds the product’s purchased licenses to the catalog product.
Page 99: Adding Purchased Licenses To A Catalog Product
Wizard Page Details General Information Fill in the following fields: Manufacturer: Specify the manufacturer of the product. Product: Specify the name of the product as indicated in your purchase record. This should be as specific as possible. For example, if the product is Product B (10-License Pack), enter that name rather than Product B.
Page 100: Adding Catalog Products To A Licensed Product
10.7 Adding Catalog Products to a Licensed Product To populate a licensed product with the number of purchased licenses, you add catalog products to the licensed product’s entitlements. There are two ways to add a catalog product to a licensed product’s entitlement: Section 10.7.1, “Editing an Entitlement to Add Catalog Products,”...
Page 101: Creating A Catalog Product Folder
2 On the License Management page, click Catalog Products. 3 Select the catalog products that you want to add to an entitlement. 4 Click Action > Add to Licensed Product to launch the Add Catalog Products to Licensed Product Wizard. Complete the wizard by using the information in the following table: Wizard Page Details Licensed Product...
Page 102: Viewing A Catalog Product's Purchases
Folder: Browse for and select the folder in which to place the new folder. Description: Specify any optional information to identify the folder. 4 Click OK to create the folder. 10.9 Viewing a Catalog Product’s Purchases You can view a list of the purchase records from which the catalog product draws its purchased license quantity.
Page 103: Deleting A Catalog Product
3 Modify the fields as needed: Manufacturer: Select the product’s manufacturer from the list or enter a new manufacturer. Product: Select a name for the product from the list or enter a new name. Product Type: Select the product’s type from the list or enter a new type. Version: Specify the product version.
Page 104: Moving A Catalog Product
2 In the Catalog Products panel, select the catalog product you want to delete. 3 Click Delete, then click OK to confirm the deletion. 10.12 Moving a Catalog Product You can move a catalog product from one folder to another in the Catalog Product list. 1 In ZENworks Control Center, click Asset Management >...
Page 105: Working With Software Collections
Working with Software Collections ® In some cases, the ZENworks Knowledgebase might not include a discovered product for a software suite you own. There are various reasons for this, ranging from the suite not yet being defined in the current Knowledgebase to the suite installation not registering as a suite. A software collection is an administrator-defined suite.
Page 106: Creating A Software Collection
ProdB: 0 installations ProdC: 1 installation (Device1) 11.2 Creating a Software Collection 1 In ZENworks Control Center, click the Asset Management tab. 2 On the License Management page, click Software Collections. 3 Click New > Software Collection to launch the Create New Software Collection Wizard. Complete the wizard by using information from the following table to fill in the fields: Wizard Page Details...
Page 107: Deleting A Software Collection
Click Add > Any Discovered Product to see all discovered products included in the Knowledgebase. 3b Browse for and select the products you want to add, then click OK to add them to the Discovered Products list. 4 Mark the member products as required or non-required. A software collection’s member products can be required or non-required.
Page 108: Moving A Software Collection
2 Click New > Folder to display the New Folder dialog box. 3 Fill in the following fields: Name: Specify a name for the folder. The name must be unique among all other folders and software collections at the same level. Folder: Browse for and select the folder in which to place the new folder.
Page 109: Part Ii License Allocation
License Allocation ® ® Novell ZENworks Asset Management lets you allocate licenses within your organization to track ownership and distribution of the licenses. Chapter 12, “License Allocation Concepts,” on page 111 Chapter 13, “Preparing Demographic Data,” on page 113 Chapter 14, “Allocating Licenses,” on page 117 Chapter 15, “Working with License Allocations,”...
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Page 111: License Allocation Concepts
License Allocation Concepts Allocating licenses to devices, departments, sites, and cost centers lets you track and maintain license ownership within your organization. The following sections introduce the concepts you should understand to effectively use Asset Management to allocate licenses: Section 12.1, “Allocation vs. Compliance,” on page 111 Section 12.2, “Device Allocations and Demographic Allocations,”...
Page 112 allocate them to DepartmentQ. There are 20 devices assigned to DepartmentQ. Of those 20 devices, 12 have ProductA installed. The result is that the DepartmentQ allocation shows 15 allocated licenses with 12 installations. Effective implementation of demographic allocations requires that the devices in your Management Zone include the correct demographic data.
Page 113: Preparing Demographic Data
Preparing Demographic Data Before you can allocate licenses based on demographic data (departments, sites, or cost centers), you need to ensure that your devices and purchase records contain the appropriate demographic data. The following sections provide information: Section 13.1, “Adding Demographic Data to Devices,” on page 113 Section 13.2, “Adding Demographic Data to Purchase Records,”...
Page 114: Adding Demographic Data To Purchase Records
Distribute an electronic data collection form to individuals and have them supply the demographic data. For instructions, see “Scanning Demographic Data” in the ZENworks 10 Configuration Management Asset Inventory Reference. Import demographic data from device objects in your LDAP directory. For instructions, see “Importing Demographic Data”...
Page 115: Adding Demographic Data To Purchase Record Import Files
4 Click the Purchase Details tab. You add the demographic data to the purchase detail associated with the product. 5 Select the check box next to the purchase record detail, then click Edit. 6 Edit the Cost Center, Department, and Site fields to supply the appropriate data. For each field, you can select an existing value from the list or you can type a new value.
Page 116: Making Demographic Data Consistent Between Devices And Purchase Records
Each product line item (or detail) in an import file includes Site, Department, and Cost Center fields. These are the fields that must contain the appropriate information. For information about editing an import file, see Section 9.9, “Working with Import Files,” on page 13.4 Making Demographic Data Consistent Between Devices and Purchase Records As demographic data is added to devices and purchase records, different values might be used to...
Page 117: Allocating Licenses
Allocating Licenses There are two methods you can use to allocate a product’s licenses to devices or demographics (sites, departments, or cost centers). You can use the Initialize Allocations Wizard to automatically create allocations based on device and purchase record data available in your Asset Management system.
Page 118 Wizard Page Details Allocation Type Select Device if you want to allocate a license to each device that has the product installed. Select Demographic, then select Site, Department, or Cost Center if you want to allocate licenses to sites, departments, or cost centers. Allocation Data Source If you are creating device allocations, the Initialize from Inventory option is the only enabled option.
Page 119 The following information is provided for each demographic allocation: Device Count: The number of devices assigned to the demographic. Click the number to display a list of the devices. Allocated Quantity: The number of licenses allocated to the demographic. You can change this number to allocate more or fewer licenses.
Page 120: Manually Adding Demographic Allocations
8 If necessary, add additional allocations or modify the existing allocations. Refer to the following sections for instructions: Section 14.2, “Manually Adding Demographic Allocations,” on page 120 Section 15.1, “Adjusting the License Quantity for a Demographic Allocation,” on page 125 Section 14.3, “Manually Adding Device Allocations,”...
Page 121: Manually Adding Device Allocations
Also creates new allocations if necessary. For example, if a purchase record includes ProductA licenses that are assigned to a DepartmentZ (a new department not listed in ProductA’s allocations), a new allocation for DepartmentZ is created. 4c Click Apply to save any changes. 5 Click the License Allocations tab.
Page 122 3 In the Licensed Products list, click the licensed product for which you want to allocate licenses. 4 Click the License Allocations tab. 5 (Optional) To see which devices have the product installed but do not have an allocated license, click the Installations with no allocations number in the Device Allocations panel.
Page 123 The following information is provided for the allocation: Machine Name, Login Name, and IP Address: Standard information about the device, including the login name of the user who was logged in at the time the device was inventoried. Site, Department, Cost Center: Demographic data about the device. If one or more of the fields is empty, the device’s inventory data does not contain that information.
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Page 125: Working With License Allocations
Working with License Allocations The following sections help you manage existing license allocations. For information about adding license allocations, see Chapter 14, “Allocating Licenses,” on page 117. Section 15.1, “Adjusting the License Quantity for a Demographic Allocation,” on page 125 Section 15.2, “Removing Allocations,”...
Page 126: Removing Allocations
5 Locate the allocation in the Demographic Allocations panel, then change the number in the Allocated Quantity column. 6 Click Apply to save the changes. 15.2 Removing Allocations 1 In ZENworks Control Center, click the Asset Management tab. 2 On the License Management page, click Licensed Products. 3 In the Licensed Products list, click the licensed product from which you want to remove allocate licenses.
Page 127: Generating Allocation Reports
Generating Allocation Reports ® ZENworks Asset Management includes a variety of reports that you can generate to view allocation and allocation-related data. In addition to viewing predefined reports, you can create custom reports and export reports to several file formats. The ZENworks Reporting Server is used to generate allocation reports.
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Page 129: Part Iii Software Usage
Software Usage I I I ® ® Novell ZENworks Asset Management lets you track software usage on individual devices within your organization. Knowing the demand for particular applications can help you better manage the number of licenses you need. Chapter 17, “Software Usage Concepts,” on page 131 Chapter 18, “Configuring Usage Settings,”...
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Page 131: Software Usage Concepts
Software Usage Concepts Tracking application use in an organization can be useful yet challenging. Knowing the demand for an application can help you better predict how many licenses you really need. Does it make sense to order 10 new license for ProductA when four installations of the product are not being actively used? Or does it make more sense to reallocate licenses and order fewer new licenses? ®...
Page 132: Basic Usage Data Vs. Detailed Usage Data
17.3 Basic Usage Data vs. Detailed Usage Data You can view basic usage data for a product, such as number of active installations and hours used, through various ZENworks Control Center pages (see Chapter 20, “Monitoring Usage,” on page 137). For detailed information, however, you must generate usage reports.
Page 133: Configuring Usage Settings
Configuring Usage Settings ® There are two ZENworks Management Zone settings related to software usage. One setting enables software usage to be collected and the other setting determines whether usage data is displayed in the ZENworks Control Center interface or only in software usage reports. To configure the settings: 1 In the ZENworks Control Center, click the Configuration tab.
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Page 135: Setting Up Web Applications
Setting Up Web Applications ® ZENworks Asset Management lets you monitor the usage of Web-based applications or pages. You must define the Web applications before you can generate usage reports. 1 In ZENworks Control Center, click the Configuration tab. 2 Click the Asset Management tab to display the Web Applications panel. 3 In the Web Applications panel, click New to launch the Create New Web Application Wizard.
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Page 137: Monitoring Usage
Monitoring Usage ® There a several locations in ZENworks Control Center where you can view basic usage data for products. The following sections cover these locations: Section 20.1, “Discovered Products List,” on page 137 Section 20.2, “Licensed Product’s Compliance Status Page,” on page 137 Section 20.3, “Discovered Product’s Installation/Consumption Page,”...
Page 138: Discovered Product's Installation/Consumption Page
3 Click the licensed product’s status icon ( ., , or ) to display the product’s Compliance Status page. The Active Usage column in the License Consumption (Consumption Data Source: Inventory) panel displays the number of installations of a product that have been used during the current usage period.
Page 139 3 Click the discovered product’s Installed Quantity number to display the product’s Installation/ Consumption page. In the Installations panel, the Hours Active column indicates the number of hours the product has been used on the device during the current usage period. The Usage Period field, displayed above the list, determines the time period for the usage data.
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Page 141: Generating Usage Reports
Generating Usage Reports ® ZENworks Asset Management includes a variety of reports that you can generate to view usage data. In addition to viewing predefined reports, you can create custom reports and export reports to several file formats. The compliance report information is combined with the license management and contract management report information in Part VI, “Reports,”...
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Page 143: Part Iv Contracts
Contracts ® ® Novell ZENworks Asset Management lets you manage contracts for your organization’s assets. Chapter 22, “Creating New Contracts,” on page 145 Chapter 23, “Working with Existing Contracts,” on page 149 Chapter 24, “Working with Date Notifications,” on page 155 Chapter 25, “Generating Contract Reports,”...
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Page 145: Creating New Contracts
Creating New Contracts ® ZENworks Asset Management lets you create contract records (typically referred to simply as contracts) for your organization’s assets. You can then monitor the status of the contracts and generate reports showing various contract details. To create a contract: 1 In ZENworks Control Center, click the Asset Management tab.
Page 146 Wizard Page Details General Contract Fill in the following fields: Information Contract ID: Specify a unique identifier for the contract. Required. Name: Specify a descriptive name for the contract. Required. Description: Provide any additional text to identify the contract. Total Cost: Specify the total cost of the contract from start date to current end date.
Page 147 6 Add the desired contract information by clicking a tab and filling in the fields. Each tab is described below. General: Add basic information for the contract. In addition to modifying the information provided when the contract was created, you can set up e-mail notifications for the start, end, and notice dates.
Page 148 Documents: Attach documents to the contract. This could be an electronic copy of the contract or other supporting documents. The document must already have been added to the Asset Management system. For more information about adding documents, see Section 23.5, “Adding Documents to Contracts,”...
Page 149: Working With Existing Contracts
Working with Existing Contracts The following sections explain the tasks associated with managing existing contracts. For information about creating new contracts, see Chapter 22, “Creating New Contracts,” on page 145. Section 23.1, “Viewing the Contracts List,” on page 149 Section 23.2, “Filtering the Contracts List,” on page 150 Section 23.3, “Creating a Contracts Folder,”...
Page 150: Filtering The Contracts List
23.2 Filtering the Contracts List You can filter the Contracts list to display only the contracts that meet certain criteria. 1 In ZENworks Control Center, click the Asset Management tab. 2 Click the Contract Management tab, then click Contracts. 3 In the Search panel (located next to the Contracts panel), specify the criteria to use for the filter. A contract must match all criteria to be displayed.
Page 151: Creating A Contracts Folder
Include Subfolders: Select this option to search the current folder and its subfolders. 4 Click Search to apply the search criteria and filter the list. 23.3 Creating a Contracts Folder You can create folders in the Contracts list to better organize your contracts. All folders are displayed at the top of the list.
Page 152: Adding Documents To Contracts
3 Fill in the following fields: Contract ID: Specify a new identifier for the contract. The contract ID cannot be the same as any other contract ID in the folder. Name: Specify a new name for the contract Parent Contract: If you want to designate the source contract as this contract’s parent, select Source contract.
Page 153 4 In the Documents panel, click Add. 5 Browse for and select the documents you want to add, then click OK to add them to Documents list. Working with Existing Contracts 153...
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Page 155: Working With Date Notifications
Working with Date Notifications Contracts include many dates that can be important to track. For example, you might want to know when a contract is about to expire or when leased hardware is scheduled for delivery. To automate this tracking process, you can enable e-mail notifications for important dates. The following sections provide information to help you create and manage date notifications: Section 24.1, “Specifying an E-Mail Server,”...
Page 156: Adding Date Notifications To A Contract
Additional Recipients: You must add at least one default recipient. To do so, you can use this field or the Recipients field. To use this field, specify at least one address (for example, pjones@novell.com). Separate addresses with commas. 4 Click OK.
Page 157 Additional Recipients: You must add at least one default recipient. To do so, you can use this field or the Recipients field. To use this field, specify at least one address (for example, pjones@novell.com). Separate addresses with commas. Working with Date Notifications 157...
Page 158: Viewing The Date Notifications List
4 Click OK to create the date notification. The Date Notification check box is enabled. In addition, a date notification record is added to the Date Notifications list (Configuration > Contract Management > Date Notifications). For information about the list, see Section 24.4, “Viewing the Date Notifications List,”...
Page 159: Creating Date Notification Folders
2 In the Search panel (located next to the Date Notifications panel), enter the criteria to use for the filter. A notification must match all criteria to be displayed. Name: Specify the text that the notification name (or folder name) must include. This is a partial match field that is case-insensitive.
Page 160: Deleting A Date Notification
2 Select the notification to move. 3 Click Move to display the Move Date Notification(s) dialog box. 4 Browse for and select the target folder, then click OK. 24.8 Deleting a Date Notification 1 In ZENworks Control Center, click Asset Management > Contract Management > Date Notifications.
Page 161: Generating Contract Reports
Generating Contract Reports ® ZENworks Asset Management includes a variety of reports that you can generate to view contract data. In addition to viewing predefined reports, you can create custom reports and export reports to several file formats. The contract report information is combined with the software usage and license management report information in Part VI, “Reports,”...
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Page 163: Part V Documents
Documents ® ® Novell ZENworks Asset Management lets you upload document files and associate them with licensed products, contracts, and purchase summary records. Chapter 26, “Uploading Documents,” on page 165 Chapter 27, “Working with Documents,” on page 167 Documents...
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Page 165: Uploading Documents
Uploading Documents Before you can add a document to a licensed product, contract, or purchase summary record, you ® must upload it to the Asset Management system. Uploaded documents are stored in the ZENworks database. 1 In ZENworks Control Center, click Asset Management > Documents. 2 In the Documents panel, click New >...
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Page 167: Working With Documents
Working with Documents The following sections explain the tasks associated with managing existing documents. For information about adding documents to your Asset Management system, see Chapter 26, “Uploading Documents,” on page 165. Section 27.1, “Viewing the Documents List,” on page 167 Section 27.2, “Filtering the Documents List,”...
Page 168: Filtering The Documents List
27.2 Filtering the Documents List You can filter the Documents list to display only the documents that meet certain criteria. 1 In ZENworks Control Center, click Asset Management > Documents. 2 In the Search panel (located next to the Documents panel), specify the criteria to use for the filter.
Page 169: Attaching Documents To Licensed Products, Contracts, And Purchase Summary Records
2 In the Documents panel, click New > Folder to display the New Folder dialog box. 3 Fill in the following fields: Name: Specify a name for the folder. The name must be unique among all other folders and documents at the same level. Folder: Browse for and select the folder in which to place the new folder.
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Page 171: Part Vi Reports
Reports ® ® Novell ZENworks Asset Management provides a variety of standard reports to help you analyze the data related to your assets. If a standard report does not include the information you need, you can create custom reports. Chapter 28, “Standard and Custom Report Descriptions,” on page 173 Chapter 29, “Configuring Report Rights,”...
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Page 173: Standard And Custom Report Descriptions
Standard and Custom Report Descriptions ® ZENworks Control Center includes a variety of standard (predefined) and custom reports to help you analyze the Asset Management data in your Management Zone. The following sections describe the available reports. Section 28.1, “License Management Reports,” on page 173 Section 28.2, “Software Usage Reports,”...
Page 174: Sample Custom Reports
Folder Report Description Purchases Purchase Details Shows purchases by purchase order/invoice with details such as reseller, product, version, number of purchases, and various purchase prices (Unit MSRP, Unit Price, and Extended Price). Suites Suites/Components Shows discovered suites and their component products. Includes installation quantities associated with the suite and with individual component products.
Page 175: Standard Reports
28.2.1 Standard Reports Folder Report Description Application Usage Total Application Shows the total local and served application usage Usage by Product grouped by product. Application Usage Total Application Shows the total local and served application usage Usage by User grouped by user. Application Usage Total Application Shows the total local and served application usage...
Page 176: Sample Custom Reports
Folder Report Description Network Software Network Software Shows network software usage grouped by server. Usage Usage by Server Network Software Network Software Shows network software usage grouped by user. Usage Usage by User Network Software Network Software Usage reports focusing on software launched from a Usage Usage by Device network drive.
Page 177: Sample Custom Reports
Folder Report Description Contract Management Financial Details Shows a list of contracts with financial information such Reports as total overall cost and total cost per demographic (department, site, and cost center). Also shows annual costs. Contract Management SLA Details Shows a list of contracts with service level agreement Reports information such as agreement period and metrics.
Page 178 Folder Report Description Contract Management Lease Schedules Shows contracts with a lease schedule and a current end Ending within 60 date within 60 days of the report run date. Days Contract Management Pending Contracts Shows all the pending contracts. 178 ZENworks 10 Asset Management Reference...
Page 179: Configuring Report Rights
Configuring Report Rights ® ZENworks Asset Management lets you manage administrator rights to each report folder. The rights associated with each folder govern all the reports within that folder. For example, if you have full rights to a folder, you can edit reports within the folder; but with view/execute rights, you can only see the folder’s reports and run them.
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Page 181: Configuring Report Settings
Configuring Report Settings ® There are two ZENworks Management Zone settings related to Asset Management reports. One setting determines how a report is initiated and the other setting determines whether or not software usage is displayed in all reports. To configure the settings: 1 In ZENworks Control Center, click Configuration.
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Page 183: Working With Standard Reports
Working with Standard Reports ® ZENworks Control Center includes a variety of predefined Asset Management reports. Chapter 28, “Standard and Custom Report Descriptions,” on page 173 describes each of the standard reports. The following sections explain how to use the reports. Section 31.1, “Running a Report,”...
Page 184: Exporting A Report
31.2 Exporting a Report You can export report data to three formats: Excel, CSV, and PDF. 1 Run the report. For instructions, see Section 31.1, “Running a Report,” on page 183. 2 Export the report to by clicking one of the three options (Excel, CSV, or PDF) at the bottom of the report.
Page 185: Changing The Filter Criteria
31.5 Changing the Filter Criteria Many reports allow you to change the report filter criteria. In some reports, the filter criteria are displayed in a navigation pane to the left of the report. In other reports, criteria are accessed through a Change Filter (or Change Time Period/Filter) option at the bottom of the report.
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Page 187: Working With Custom Reports
Working with Custom Reports ZENworks Control Center lets you create and run custom Asset Management reports to analyze data not included in the standard reports. Chapter 28, “Standard and Custom Report Descriptions,” on page 173 includes sample custom reports that demonstrate the different types of reports that you can create.
Page 188: Running A Custom Report
6 Click Continue to display the Custom Report Definition - Step 2 of 2 page 7 Fill in the following fields: Name: Displays the name you entered in Step 5. You can change it if necessary. Folder: Displays the folder you selected in Step 3.
Page 189: Scheduling A Custom Report
The report definition appears. For information on editing the report definition, see Section 32.5, “Editing a Custom Report,” on page 191. 5 Click Run at the bottom of the report. On the report page, click the various links on the report for additional information. You can also export the report to an Excel, CSV, or PDF format by clicking the corresponding link.
Page 190 Additional Recipients: You must add at least one default recipient. To do so, you can use this field or the Recipients field. To use this field, specify at least one address (for example, pjones@novell.com). Separate addresses with commas. Maximum Records: Specify the maximum number of records to include in the report.
Page 191: Viewing A Scheduled Custom Report
7 Click Submit. The report runs at the scheduled times. 32.4 Viewing a Scheduled Custom Report Scheduled reports are stored in the ZENworks database. You can view these reports either by title or date. For information about scheduling reports, see Section 32.3, “Scheduling a Custom Report,”...
Page 192 5 Click Edit at the bottom of the report. 6 Edit the following fields: Name: The name of the report. Any name you specify must be unique within the folder where the report resides. Folder: The folder where you want to save the report. Description: A description for the report.
Page 193: Creating A Custom Report Folder
Criteria: Lets you include or exclude entries based on the value of a field in the database. For example, if you are creating a report with a Purchase Record focus and you don’t include any criteria, all purchase records are displayed in the generated report. However, if you select Purchase Reseller = CheapSoft as the criteria, only purchase records with CheapSoft as the purchase reseller are displayed.
Page 194: Moving A Custom Report
32.8 Moving a Custom Report You can move a custom report from one folder to another. The target folder must be of the same type (License Management, Software Usage, or Contract Management) as the source folder. 1 In ZENworks Control Center, click the Asset Management tab. 2 For license compliance and license allocation reports, click the License Management tab, then click License Management Reports.
Page 195: Importing New Report Definitions
3 In the License Management Custom Reports panel, select the folder you want to delete. 4 Click Delete. 32.10 Importing New Report Definitions If you have defined reports in ZENworks Asset Management 7.5, you can import them into ZENworks Control Center. You can also re-import reports that have been exported by ZENworks Control Center.
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Page 197: Working With Zenworks Reporting Server Reports
Working with ZENworks Reporting Server Reports In addition to the software usage, license management, and contract management reports that you ® can create and generate from the Asset Management tab in ZENworks Control Center, you can use the ZENworks Reporting Server to generate additional reports. The ZENworks Reporting Server is a powerful, flexible, and customizable reporting tool that is installed and configured separately from the ZENworks system (see the ZENworks 10 Configuration...
Page 198: Purchases Reports
Report Title Description Current Allocations For each licensed product, shows the total number of licenses and how many are allocated and unallocated. Demographic Over-Allocation Lists all licensed products whose number of demographically allocated licenses is more than the number of installations associated with the demographic.
Page 199: Suites Reports
The InfoView is the main interface for working with the ZENworks Reporting Server reports. 3 Click Document List. 4 Navigate to the All > Public Folders > Novell ZENworks Reports > Predefined Reports > Asset Management > License Management folder.
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Zenworks 10 asset management sp3

Novell ZENWORKS 10 CONFIGURATION MANAGEMENT SP3 - REFERENCE 10.3 30-03-2010 Reference Manual

Table of Contents

About this Guide

Part I License Compliance

1 License Compliance Concepts

2 Setting up License Compliance

3 Configuring Compliance Settings

4 Monitoring Compliance Status

5 Generating Compliance Reports

6 Working with Licensed Products

8 Working with Discovered Products

9 Working with Purchase Records

10 Working with Catalog Products

11 Working with Software Collections

Part II License Allocation

12 License Allocation Concepts

13 Preparing Demographic Data

14 Allocating Licenses

15 Working with License Allocations

16 Generating Allocation Reports

Part III Software Usage

17 Software Usage Concepts

18 Configuring Usage Settings

19 Setting up Web Applications

20 Monitoring Usage

21 Generating Usage Reports

Part IV Contracts

22 Creating New Contracts

23 Working with Existing Contracts

24 Working with Date Notifications

25 Generating Contract Reports

Part V Documents

26 Uploading Documents

27 Working with Documents

Part VI Reports

28 Standard and Custom Report Descriptions

29 Configuring Report Rights

30 Configuring Report Settings

31 Working with Standard Reports

32 Working with Custom Reports

33 Working with Zenworks Reporting Server Reports

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Summary of Contents for Novell ZENWORKS 10 CONFIGURATION MANAGEMENT SP3 - REFERENCE 10.3 30-03-2010