General Tab
Software Asset Class: This allows you to normalize the numerous line items from the default SCSM Software items. You will create a software and version pattern to create a manageable list of software assets. After entering the purchase count, with SCCM data, the form and view will display installed and available counts for each software asset. If you assign a custodian and set the warning thresholds, a person can be notified automatically if the number of available licenses are getting low.
Software Asset Name: (Unique Value) Enter the name of the software asset. This gives you full control over the name of the software asset, as opposed to the numerous variations of names a manufacturer like Adobe has. It is a good idea to add the version to this name also. In different parts of Service Manager, if you are adding a configuration item, only the
name is displayed, and you won’t be able to see the version. This field is not the primary key, but is easier to manage if the value is unique.
Example: Acrobat Pro 9, Acrobat Standard 10, Word 2013
Version: Enter the version of the software. Look at the version that is displayed in the OOB software configuration items for examples.
Description: Standard text box that accepts the Enter key and auto grows as you type.
Manufacturer: (Text or List) In the AM settings, you can choose which data type you want. Default will be a text field.
If you choose to use lists, this will display the same drop-down values from the Catalog Item manufacturer.
Primary User: This is a free people picker field/relationship you can use as needed. It is not linked to anything.
Organization: Associate an organization from the list, or create a new one Location: Associate a location from the list, or create a new one Support Contract: Associate a contract from the list, or create a new one
SW Asset Status: Choose a status (Approved, Not Approved), or add to the list to fit your requirements.
SW Asset Type: This is a free list field for you to use as needed. It can be used to track if it is an enterprise or individually licensed software, to separate out software with licenses vs. software that is just being
tracked, or however you wish.
Examples: Individual, Enterprise, No License-Freeware, Tracking Only, Subscription Software Library Location: Enter the path to the install files for this software
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Software Pattern: Enter a software name pattern that will help normalize the large list of software items from the OOB software configuration items. Please refer to the “User Guide – Software Asset Creation” under Asset Management > Tips n’ Tricks for more details.
Version Pattern: Enter a version pattern that will help normalize the large list of software items from the OOB software configuration items. Please refer to the “User Guide – Software Asset Creation” under Asset Management Tips n’ Tricks for more details.
Warning Threshold Used %: Enter the percent of available licenses that must be installed before the license status goes into a warning status. Please refer to the “User Guide – Software Asset Creation” under Asset Management Tips n’ Tricks for more details.
Exclusion Pattern: Enter an exclusion pattern that will stop software line items that are not actual instance of the install form being added to the installed count. Please refer to the “User Guide – Software Asset Creation” under Asset Management Tips n’ Tricks for more details.
Software Metering Filename: Filename used in SCCM Software Metering rule.
Bundle: This will allow you to create multiple software patterns, version patterns, and exclusion patterns for one software item, in case one entry does not properly normalize all line items into one asset. Multiple exclusion pattern will not work.
Is Bundle: This is a read only checkbox that will show if a bundle was used for this software asset.
Licensing Mode
Enable Operating System Licensing Mode: Check this to identify that this software is an OS. This will change where the
Software Pattern will be looking. Instead of the Add/Remove programs list, it will now be directed to the Operating System Version Display Name, which can be seen on the out-of-the-box Computer
Configuration item.
Enable Named Users and Computers Licensing Mode: This mode can be used for SW Assets that are not displayed in the add/remove programs of a computer. This will place a N/A in the Software Pattern field. Use this for SW such as Service Now, Concur, Harvest, Citrix, or any other programs like these. The install count can then either come from Licenses or Related Assigned Computers or Users on the Related Assets Tab.
Enable CPU Licensing Mode: This mode will count the items in the Physical Processors or Logical Processors field in the OOB Computer CI. This can be used for items such as SQL if the license count is based on processors instead of the number of install instances.
CPU Licensing Mode: Chose Physical or Logical Purchasing and Install Count Options
Count every match per device and subtract from available count: This checkbox will count all instances of the install, vs just counting if at least one instance is installed.
Unlimited or site license: Check this if there is not going to be a Purchase Count. It will grey out the field if selected.
Calculate Purchase Count from License Counts: If you have licenses configured for Allocated Seats, and licenses are associated to the SW Asset, you can have the Purchase Count calculated based on those licenses.
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Purchase Count: A text box to enter the amount of licenses purchased.
Installed Count: Read only field that will be populated from the associated configuration item and the programs in the add/remove programs list coming from Configuration Manager.
Available Count: Read only field that will be populated from the difference between Purchased and Installed counts.
Usage Count: Read-only field that will display the count of licenses currently in use
Authorized Computer Count: Counts the number of Authorized Computers there are in the Authoring Tab Unauthorized Computer Count: Counts the number of Unauthorized Computers there are in the Authoring Tab
License Status: Read only field that will display the status calculated from the Install, Available, and Warning Threshold.
Total Purchase Count: Purchase Count + Downgrade Licenses + Upgrade Licenses Downgrade Licenses: Enter the amount of downgrade licenses you have.
Downgrades Available: Downgrade Licenses available.
Upgrade Licenses: Enter the amount of upgrade licenses you have.
Upgrades Available: Upgrade Licenses available.
Authorized Install Count: Calculated the number of installs based on configuration of the Authoring Tab.
Last Updated: Displays the last time the software asset was updated. Based on the AM settings the update workflow can run on a schedule or when selecting the “Update Software Asset” task.
Software Metering Tab
(Software Asset Form)Software Metering: You will need to have the .mpb imported along with the appropriate SCCM configurations to associate the metering data into SCSM and Asset Management. Software Metering Configuration
Last Updated: Read-only field that displays the date/time last updated
Usage Count: Read-only field that displays the number of licenses current in use
Exclude this Software Asset from Software Metering: Used to exclude this asset from SCCM Software Metering
Metering Data: Displays a list of the Computers that are associated with this software asset, the connector and update time
Finance Tab (
Software Asset Form)
Cost Center: Associate a cost center from the list, or create a new one.
Custodian: Assign the AD user that is responsible for the purchase and tracking of the software. This is a static field.
Purchase Order: Associate a purchase order from the list, or create a new one.
Invoice: Associate an invoice from the list, or create a new one.
Expected Date: Choose the received date for the hardware asset. This will apply to new hardware.
Received Date: Choose the received date for the software asset. This will mainly apply to new software you currently do not have in your environment. Otherwise, this can be used any way you choose or not at all.
Asset Cost: Enter the cost of the software. The dropdown selector allows the selection of the currency used. Do not enter a “$”.
Vendor Section: Associate a vendor to this software asset. Described in Common Tabs & Fields section above.
Licensing: This will allow you to view or add the licenses associated to this software asset.
Purchases Tab (
Software Asset Form)
Purchases: This allows you to add/view all the associated purchases and total cost of those purchases for this software asset.
Related Assets Tab (
Software Asset Form)
Related Computers: This allows you to add/view all the associated computers for this software asset.
Related Software Items: This allows you to associate software assets to each other.
Related Assigned Computers: This allows you to add/view the specific computers you are allowing the software to be installed.
Contents of this list count towards Install Count: Check this box to have the amount of computers entered here to calculate the Install Count for this SW Asset.
Related Assets Tab (
Continued…)
Related Assigned Users: This allows you to add/view the specific users you are allowing the software to be installed for.
Contents of this list count towards Install Count: Check this box to have the amount of users entered here to calculate the Install Count for this SW Asset.
Authorization Tab
(Software Asset Form)Authorized Cost Centers: This will enable you to track the Cost Centers that are allowed to have this software installed Authorized Organizations: This will enable you to track the Organizations that are allowed to have this software installed Authorized Locations: This will enable you to track the Locations that are allowed to have this software installed
Authorization Tab
(Continued…)Authorized Computers: This will enable you to track the Computers that are allowed to have this software installed Unauthorized Computers: This will enable you to track the Computers that are not allowed to have this software
installed
Authorized Users: This will enable you to track the Users that are allowed to have this software installed
Downgrade & Upgrades Tab
(Software Asset Form)Downgrade Licenses: View/Add the SW Assets for the downgrade licenses.
Upgrade Licenses: View/Add the SW Assets for the upgrade licenses.
Asset Management Incident Tasks
There are some new tasks that are available for your security roles, when you have work items open or selected. These 2 tasks will be available for Incidents, Service Requests, Change Requests, and Problems.
Add Affected Hardware Asset: This tasks will display a window that is defaulted to the HW Asset class. This will be a more efficient way to add the HW Asset.
Add Affected Hardware Asset: This tasks will display a window that is defaulted to the SW Asset class. This will be a more efficient way to add the SW Asset.
Asset Management Lists
The Asset Management app adds several Lists to allow you to use them as needed. You can add custom values, to allow you to properly track your software and hardware assets. Below are the list names and their default values. The easiest way to see all the lists is to enter “asset” in the filter of the Library > Lists. Please do not rename or repurpose any of the default values in the lists. There are workflows based on many of the default values, and may cause issues if you do. You can however, add any extra list values you want.
Computer (do not rename or delete) Notice Event Type