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FourthEdition(January2007)

Thiseditionappliestoversion2release3ofIBMTivoliLicenseComplianceManager(programnumber5724-D33) andtoallsubsequentreleasesandmodificationsuntilotherwiseindicatedinneweditions.

ThiseditionreplacesSC32-1430-02. IBMwelcomesyourcomments. Addressyourcommentsto:

IBMLicenseManagementInformationDevelopment RomeTivoliLab

IBMItaliaS.p.A. ViaSciangai,53 00144Rome Italy

FaxNumber:(+39)0659663618 InternetID:[email protected]

WhenyousendinformationtoIBM,yougrantIBManon-exclusiverighttouseordistributetheinformationinany wayitbelievesappropriatewithoutincurringanyobligationtoyou.

©CopyrightInternationalBusinessMachinesCorporation2002,2007.Allrightsreserved.

USGovernmentUsersRestrictedRights–Use,duplicationordisclosurerestrictedbyGSAADPScheduleContract Note

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Contents

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About

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guide

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Whoshouldreadthisguide . . . xi

Publications . . . xi

TivoliLicenseComplianceManagerlibrary . . . xi

Relatedpublications . . . xii

Accessingterminologyonline . . . xii

Accessingpublicationsonline . . . xii

Orderingpublications. . . xiii

Accessibility . . . xiii

Tivolitechnicaltraining . . . xiii

Supportinformation . . . xiii

Conventionsusedinthisbook. . . xiv

Typefaceconventions . . . xiv

Operatingsystem-dependentnotation . . . xv

Chapter

1.

Concepts

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TheTivoliLicenseComplianceManagerinfrastructure . . . 1

Thephysicalstructure . . . 1

Thelogicalstructure. . . 2

Managingsoftwareproductinformation . . . 3

Licensingandproductcataloglevels . . . 3

Productproperties . . . 5

Administeringlicensesandmonitoringsoftwareuse . . . 6

Reporting . . . 8

Eventmanagement . . . 8

Procurementmanagement . . . 9

Licensetypesandstructures . . . 9

Customfieldsforlicenses . . . 12

WebUserInterface . . . 13

Theportfolio . . . 14

Theworkarea . . . 14

Thetoolbar . . . 15

Accesscontrolmanagement . . . 16

WebUItasks . . . 17

WebUIroles . . . 18

Chapter

2.

Getting

started

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the

Web

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Browserlevelandsettings . . . 21

Loggingontotheadministrationserver. . . 22

Chapter

3.

Understanding

roles

and

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SuperAdministrator . . . 25

Administrator . . . 26

SoftwareResourcesManager . . . 27

SoftwareInventoryAdministrator . . . 28

LicenseandSoftwareAssetManager . . . 29

Chapter

4.

Managing

organizations

and

administrators

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Creatingorganizations. . . 31

Updatingorganizationdetails . . . 32

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Deletinganorganization . . . 32

MappinguserrolestoLDAPgroups . . . 33

Addingadministratoraccounts. . . 34

Updatingadministrationaccountdetails. . . 35

Deletingaccounts . . . 36

Defininguserprofiles . . . 37

Chapter

5.

Managing

organization

infrastructures

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Definingthemonitoringstructureforanorganization . . . 39

Servers . . . 40

Divisions . . . 45

Agents . . . 47

Managingnodesandapplicationusers . . . 51

Nodes . . . 51

Applicationusers . . . 53

Chapter

6.

Defining

product

properties

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Definingthemonitoringproperty . . . 57

Definingthediscoveryproperty . . . 59

Definingthemulti-instanceproperty . . . 61

Chapter

7.

Managing

software

entitlement

and

licenses

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Managinglicenses . . . 63

Creatinganewlicense. . . 63

Creatinganewlicensefromanelectronicentitlement . . . 67

Modifyinganexistinglicense . . . 70

Assigningalicense . . . 73

Creatingadistributionquotascenario . . . 79

AssigningaUsageConcurrentSessionlicense. . . 79

AssigningaSub-Capacitylicense . . . 84

Definingcustomfieldsforlicenses. . . 90

Chapter

8.

Managing

complex

products

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Definingthemappingofacomplexproduct . . . 93

Resolvingunmappedcomponents. . . 97

Viewthemappings . . . 101

Creatingalicenseforacomplexproduct . . . 102

Creatingthelicense . . . 104

Mappingsharedcomponents . . . 104

Chapter

9.

Scheduling

a

software

scan

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Chapter

10.

Reporting

software

use

and

installation

information

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Producingasoftwareinstallationssnapshotreport . . . 107

Requestingasoftwareinstallationssnapshotreport. . . 108

Navigatingasoftwareinstallationssnapshotreport. . . 110

Producingalicenseusetrendanalysisreport. . . 114

Requestingalicenseusetrendanalysisreport . . . 114

Viewingalicenseusetrendanalysisreport . . . 116

Producingaproductusetrendanalysisreport . . . 117

Requestingaproductusetrendreport . . . 117

Viewingaproductusetrendanalysisreport . . . 119

Producingaproductuselevelanalysisreport . . . 120

Producingalicensecompliancereport . . . 123

Producinganunlicensedusereport . . . 128

Exportingreports . . . 131

Viewingthestatusofbatchreportrequests . . . 131

Deletingbatchreportrequests. . . 132

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Chapter

11.

Exporting

IBM

Use

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Creatingthecontent . . . 135

Reviewingreportcontents . . . 137

Administrationserverdatasection . . . 138

Reportsummarysection. . . 139

Softwareusedatasection . . . 139

Chapter

12.

IBM

end-to-end

processing

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PlaninstallationofTivoliLicenseComplianceManagerandagentdeployment . . . 143

InstallIBMTivoliLicenseComplianceManager . . . 143

Registertheruntimeservers . . . 143

Updatetheproductcatalog. . . 144

Createtheorganizationinfrastructure . . . 144

Deploytheagents . . . 145

Registertheadministrationservers . . . 145

Createlicensesanddistributionquotas. . . 148

GenerateanduploadtheIBMUsereport . . . 149

Chapter

13.

Accessibility

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NavigatingtheWebUI . . . 155

Shortcutkeysforstartingtasks . . . 155

Appendix

A.

Support

information

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UsingIBMSupportAssistant . . . 157

Obtainingfixes. . . 157

Receivingweeklysupportupdates . . . 158

ContactingIBMSoftwareSupport . . . 158

Determinethebusinessimpactofyourproblem. . . 159

Describeyourproblemandgatherbackgroundinformation . . . 160

Submittingproblems . . . 160

Appendix

B.

Use

of

Apache

Batik

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Thirdpartylicensetermsandconditions,notices,andinformation . . . 161

Notices

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Trademarks . . . 164

Glossary

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Index

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Figures

1. Cataloglevelsinrelationtoproduct,version,andrelease . . . 4

2. ThepartsoftheWebUI . . . 14

3. PlanneddeploymentforWebSphereApplicationServer6.0 . . . 103

4. Softwareinventorygroupedbyproduct. . . 110

5. Softwareinventorygroupedbyproductdetails . . . 111

6. Softwareinventorygroupedbyagent . . . 112

7. Softwareinventorygroupedbyagentdetails . . . 113

8. Samplelicenseusetrendanalysisreport . . . 116

9. Sampleproductusetrendanalysisreport . . . 120

10. Productuselevelanalysisreport . . . 123

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Tables

1. Licensetypes . . . 9

2. Licensefields . . . 12

3. Customfieldsforlicenses. . . 12

4. Toolbariconsandactions . . . 16

5. Mappingwithpreviousroles. . . 19

6. Nodepropertiesfields . . . 50

7. Agentpropertiesfields. . . 50

8. IBMUse:AdministrationServerDatasection . . . 138

9. IBMUse:ReportSummarysection . . . 139

10. IBMUse:SoftwareUseData-License . . . 140

11. IBMUse:SoftwareUseData-Products. . . 141

12. IBMUse:SoftwareUseData-UseData. . . 141

13. IBMUse:SoftwareUseData-ProcessorsValueUnitssection . . . 141

14. KeycombinationsfornavigatingtheWebUI . . . 155

15. Keycombinationsforstartingtasks . . . 155

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About

this

guide

Thisguidedescribeshow youadministerIBM®Tivoli® LicenseCompliance Manager.

Itcontains ageneraloverviewofthefunctionsofTivoliLicenseCompliance Manager andinstructionsonusingtheWebUserInterfacetosetupamonitoring infrastructure,definelicensingconditions, andproducereports.

Who

should

read

this

guide

ThisguideisintendedforanyonewhoneedstousetheTivoliLicenseCompliance Manager WebUI.Thisincludes:

v Administratorswhoare responsibleforsettinguptheinfrastructurefor monitoringlicensecomplianceandsoftwareuse

v Licenseadministratorswho areresponsiblefor recordingthetermsand conditionsoflicensesand forperformingcomplianceaudits

v Managerswho needinformationaboutsoftware useandlicenseavailabilityto assisttheminmaking decisionsaboutlicenseprocurement

v Administratorswhoare responsibleforexportingIBM useinformationinXML format

Publications

Thissectionlists publicationsintheTivoliLicenseComplianceManagerlibrary and relateddocuments.Italsodescribeshow toaccessTivolipublicationsonline and howtoorderTivolipublications.

Tivoli

License

Compliance

Manager

library

TheTivoliLicenseComplianceManagerlibraryconsistsofthefollowingbooks: v IBMTivoliLicenseComplianceManager:QuickStartGuide, CF0SBML

ProvidesquickstartinformationaboutTivoliLicenseComplianceManager. v IBMTivoliLicenseComplianceManager:Overview,SC32-1503

ProvidesgeneralinformationaboutTivoliLicenseComplianceManager. v IBMTivoliLicenseComplianceManager:Administration,SC32-1430

ProvidesinformationabouthowtouseTivoliLicenseComplianceManagerto setupamonitoringinfrastructure,definelicensingconditions, andproduce reports.

v

IBMTivoliLicenseComplianceManager:Planning,Installation,andConfiguration, SC32-1431

Providesinformationaboutplanning,installing,andconfiguringtheTivoli LicenseComplianceManagerproduct.

v IBMTivoliLicenseComplianceManager:Commands,SC32-1501

ProvidesdescriptionsofallTivoliLicenseComplianceManagercommands. v IBMTivoliLicenseComplianceManager:DataDictionary,SC32-1432

ProvidesdescriptionsofthedatabasetablesandindexesmaintainedintheTivoli LicenseComplianceManageradministrationserverdatabase.

v IBMTivoliLicenseComplianceManager:ProblemDetermination,SC32-9102

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ProvidesTivoliLicenseComplianceManagerdiagnostic information,including messages,traces,eventlogs,and informationabouttoolsand techniquesfor diagnosingproblems.

v IBMTivoliLicenseComplianceManager:CatalogManagement,SC32-1434 Describeshow tousethesoftwarecatalog managementtoolto maintainan up-to-datecatalog ofsoftwareproductsandthesignaturesthatareusedto detecttheirpresenceand useonmonitored computers.

v IBMTivoliLicenseComplianceManager:SecurityManagement,SC32-1502

ProvidesinformationaboutthesecurityfeaturesofTivoliLicenseCompliance Manager.

v IBMTivoliLicenseComplianceManager:ReleaseNotes,SC32-1429

Providesasummaryofchangesmadein therelease,lists thesupported

operatingsystems,documentsknown errorsandworkarounds,and includesthe latestinformationabouttheproductthatcouldnotbeincludedinthemain documentation.ThisdocumentisnotdeliveredonthedocumentationCD,butis availablefromtheTivoliSoftwareInformationCenter.Updated versionsofthe documentmightbe placedontheTivoliSoftwareInformationCenter atany time.

HowtoaccesstheTivoliSoftwareInformationCenter isdescribedin“Accessing publicationsonline.”

Related

publications

The followingdocumentalso providesusefulinformation:

v IBMDB2UniversalDatabase:QuickBeginningsforDB2 Servers,GC09-4836 v http://www.ibm.com/software/webservers/appserv/infocenter.htmlprovides

accesstoWebSphere®ApplicationServer productinformation.

Accessing

terminology

online

The TivoliSoftwareGlossary includesdefinitionsformanyofthetechnicalterms relatedtoTivolisoftware.TheTivoliSoftwareGlossaryisavailableat thefollowing Tivolisoftware libraryWebsite:

http://publib.boulder.ibm.com/tividd/glossary/tivoliglossarymst.htm

The IBMTerminologyWebsiteconsolidatestheterminologyfromIBMproduct libraries inoneconvenientlocation.YoucanaccesstheTerminologyWebsiteatthe followingWebaddress:

http://www-306.ibm.com/software/globalization/terminology/

Accessing

publications

online

The TivoliLicenseComplianceManagerdocumentationCDcontainsan

informationcenter thatincludesthepublicationsoftheproductlibrary,otherthan theIBMTivoliLicense ComplianceManager:ReleaseNotes.Theformatofthe

publicationsisPDFandHTML,andtheyareavailable inallsupportedlanguages. See thereadme.txtfiletoaccesstheinformationcenter usingaWebbrowser.The fileisintherootdirectoryonthedocumentationCD.

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http://www.ibm.com/software/tivoli/library/

Click Tivoliproduct manuals.IntheTivoliTechnicalProductDocuments Alphabetical Listingwindow,clickIBMTivoliLicenseComplianceManager to accesstheproductlibraryattheTivolisoftwareinformationcenter.

Note: IfyouprintPDFdocumentsonotherthanletter-sizedpaper,settheoption intheFile→ PrintwindowthatallowsAdobeReadertoprintletter-sized pagesonyourlocalpaper.

Ordering

publications

YoucanordermanyTivolipublicationsonline attheIBMPublicationsCenterWeb site:

www.elink.ibmlink.ibm.com/public/applications/publications/cgibin/pbi.cgi

Youcanalsoorderbytelephonebycallingoneofthese numbers: v IntheUnitedStates:800-879-2755

v

InCanada:800-426-4968

Inothercountries,contactyour softwareaccountrepresentativeto orderTivoli publications.

Accessibility

Accessibilityfeatureshelpuserswitha physicaldisability,suchasrestricted mobilityorlimited vision,tousesoftwareproductssuccessfully.Withthis product, youcanuseassistivetechnologiestohearand navigatetheinterface.Youcanalso usethekeyboardinsteadofthemousetooperateallfeaturesofthegraphicaluser interface.

ThisproductisoperatedusingaWebbrowser,whichhascertainbuilt-in accessibilityfeatures,and hasbeen providedwithspecificshortcutkeysfor navigatingtheWebUserInterface,startingtasks,andperformingtoolbaractions. For additionalinformation,seetheAccessibilitytopic.

Tivoli

technical

training

For Tivolitechnicaltraininginformation,refertotheIBMTivolisoftwaretraining and certificationWebsite:

http://www.ibm.com/software/tivoli/education

Support

information

Ifyouhaveaproblemwithyour IBMsoftware,youwanttoresolveit quickly.IBM provides thefollowingwaysforyoutoobtainthesupportyouneed:

v “UsingIBM SupportAssistant” onpage157:Youcansearchacrossa large collectionofknown problems,workarounds, Technotes,andotherinformation. v “Obtainingfixes”onpage157:Youcanlocatethelatestfixesthatare already

availableforyourproduct.

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v “ContactingIBMSoftwareSupport”onpage158:Ifyoustillcannotsolveyour problem,and youneedtoworkwith someonefromIBM, youcanusea variety ofwaystocontact IBMSoftwareSupport.

For moreinformationaboutthesethreewaysofresolvingproblems,see AppendixA,“Support information,”onpage157

Conventions

used

in

this

book

Thisbookusesseveralconventionsforspecialterms, actions,andoperating system-dependent paths.

Typeface

conventions

Thisbookusesthefollowingtypefaceconventions:

Bold

v Lowercase commandsandmixedcasecommandsthatare otherwise difficulttodistinguishfromsurroundingtext

v Interfacecontrols(check boxes,pushbuttons,radiobuttons,spin buttons,fields, folders,icons,listboxes, itemsinsidelistboxes, multicolumnlists,containers,menu choices,menunames,tabs, propertysheets), labels(suchasTip:,andOperatingsystem considerations:)

v Columnheadings inatable v Keywords andparametersintext

Italic

v Citations(titlesofbooks,diskettes, andCDs) v Wordsdefinedintext

v Emphasisofwords(wordsaswords) v Newtermsintext

v

Variablesand valuesyoumustprovide Monospace

v Examples andcodeexamples

v File names,programming keywords,andotherelementsthatare difficult todistinguishfromsurrounding text

v Messagetextandprompts addressedtotheuser v Textthattheusermust type

v Valuesforargumentsorcommandoptions

<text> Indicatesavariable inapath name.Forexample,inthepath

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Operating

system-dependent

notation

ThisbookusestheWindows®conventionforenvironmentvariablesanddirectory notation.

WhenusingtheUNIX®,Linux®,andi5/OS® commandlineyoushoulddothe following:

Environmentvariables

Firstverifythecorrectvalue fortheUNIX,Linux,ori5/OSvariable name, becausemanyvariablesindifferentoperatingsystemsthatperform the same taskhavedifferentnames(forexample,%TEMP%inWindowsis equivalentto$tmpinUNIXandLinux).Thenreplace%Windows_variable%

with $UNIX_variable.

Fileanddirectorypaths

Replaceeachbackslash(\)witha forwardslash(/).

Note: Ifyouare usingthebashshellonaWindows system,youcanusetheUNIX conventions.

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Chapter

1.

Concepts

IBM TivoliLicenseComplianceManagerisasolutionthatprovides software inventory,usemetering,andlicenseallocationservicesonWindows,UNIX,Linux, and i5/OSoperatingsystems. Itcanbe scaledtomeettheneedsoflargeandsmall organizations,and supportsthemanagementofmultiple organizations,for

example byserviceproviders.

Informationaboutinstalledsoftwareandsoftwareuseiscollectedfrommonitored computers byan agentthatcanbedeployed onarangeofoperatingsystemsand isreconciledwith licenseinformationthatyoudefine.Informationisstored ina central DB2®databaseand canbe accessedusingaWebUserInterface.

For anoverviewofthearchitectureand componentsofTivoliLicenseCompliance Manager,refertoIBMTivoliLicense ComplianceManager:Overview.

The

Tivoli

License

Compliance

Manager

infrastructure

TheinfrastructureofTivoliLicenseComplianceManagercomprisesphysicaland logicalcomponents.

Relatedtasks

Chapter4, “Managingorganizationsandadministrators,”onpage31

Thesetopics describethefunctionsontheadministrationserverWebUIrelated tomanagementofadministrators andorganizations.

Chapter5, “Managingorganizationinfrastructures,” onpage39

Thesetopics provideinstructionsforcreatingand managingthecomponentsof aTivoliLicenseComplianceManagerinstallationforaselectedorganization.

The

physical

structure

Thephysical structureofTivoliLicenseComplianceManager ismadeofthree maincomponents:theadministrationserver,theruntimeserver,and theagent. Youmust installthesecomponentsaccording totheirfunctionsasfollows:

TivoliLicenseComplianceManageragent

Deployanagentoneachcomputerthatistobe monitoredbyTivoli LicenseComplianceManager.Theagentperformsthefollowingfunctions: v Performsaninventoryofthesoftwareinstalledonthecomputerand

forwards thisinformationtotheruntimeserver.

v Identifies whichsoftwareproductsareactivetobuildupinformation abouttheuseofmonitoredsoftwareproductsonthemonitored computer.Theagentstoresthis informationin itscacheanduploadsit to theruntimeserverat regular,configurable intervals.

v Collectsinformationaboutsoftwarethatisrunningonthemonitored computerthatisnotincludedinthecatalog ofsoftwareproductsand adds ittoalistofpotentialsignatures.Using thecatalog manager,you canprocess thepotentialsignatures andlinkthemtoneworexisting products.

TivoliLicenseComplianceManagerruntimeserver

EachTivoliLicenseComplianceManagerinstallationmusthaveatleast

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oneruntime server.TheruntimeserverrunsonWebSphereApplication Server.Eachruntime serverprovides thefollowingfacilities:

v ADB2 repositoryof informationrequiredbytheagenttosupportits monitoringtasks.Thisincludesthecatalog ofproductstobemonitored andthescheduleforperformingsoftwarescans.Thisinformationis downloadedtoagentsat regular,configurable intervals.

v

ADB2 repositoryof informationcollectedbytheagentsthatare connectedtotheruntimeserver.Thisinformationisuploaded from agents,stored inthedatabase,and transmittedtotheadministration serverat regular,configurable intervals.

v Thecapabilitytogenerateandsende-mailstoprovidenotificationabout eventsthathaveoccurredontheserveroritsagents.

v Acommand-lineinterface thatyoucanusetoperformsystem managementandproblemdeterminationtasks.

v AWebUIthatyoucanusetodeploytheagentstocomputersthatareto bemonitored.

TivoliLicenseComplianceManageradministrationserver

EachTivoliLicenseComplianceManagerinstallationhasa single administrationserver.TheadministrationserverrunsonWebSphere ApplicationServer.Theadministrationserverprovidesthefollowing facilities:

v ADB2 repositoryof product,licenseagreement,licenseuse,installed software,and organizationinformation.

v AWebUIthatyoucanusetoperformlicensemanagementand

administrationtasks,andtoproducehistoricalreportsoflicenseuseand inventoryinformationovertime.

v Acommand-lineinterface thatyoucanusetoimportelectroniclicense entitlements,managecomplex products,massive dataimport,and systemmanagementandproblemdeterminationtasks.

v Thecapabilitytogenerateandsende-mailstoprovidenotificationwhen licenseusethresholdsare reachedor exceeded.

v

ThecapabilitytoreconcilelicenseinformationdefinedontheWebUIto thesoftwareuseinformationreceivedfromagents.

For moreinformationontheTivoliLicenseComplianceManagercomponentsand for instructionstoinstallthem,seeIBMTivoliLicenseComplianceManager:Planning, Installation,andConfiguration.

The

logical

structure

The TivoliLicenseComplianceManagerlogicalhierarchydividesanenterprise into oneormoreorganizations,eachofwhichcontainsoneormoredivisions. Youcangroupyour wholeenterpriseintooneorganization,or splitit intoseveral. Eachorganizationcanhaveonlyoneadministrationserverwherea centralized database oflicensing,product,historicalsoftwareuse,and inventoryinformationis maintained. Nodatacanbe accumulatedacrossorganizationsand nolicenses can be sharedacrossorganizations.Runtimeserversand agentsbelongtoonlyone organization.

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bytheagents,are scheduledat divisionlevel,reportscanbeproducedbydivision, licenses canbe limitedtoselecteddivisions,andagentself-updatescanbe

scheduledatdivisionlevel.

Divisionsarethelowest structuralunitintowhichanenterprisecanbe divided. Thegroupingofagentsintodivisionsshouldreflectthestructureofthe

organization.Forexample,theremightbe adivisionforeachdepartmentofan enterprise.

Refer toIBMTivoliLicenseComplianceManager:Overviewforascenariothat illustrates whatyouneedtoconsiderwhenplanningthephysicalrolloutof Tivoli LicenseComplianceManagerandthedefinitionofthelogicalstructure.

Also, refertoIBMTivoliLicenseComplianceManager:Planning,Installation,and Configurationforguidelinesandconsiderations.

Managing

software

product

information

TivoliLicenseComplianceManagermaintainsa cataloginwhicharestored the detailsofalltheproductsthatcanbemonitored.Thiscatalogresidesonthe administrationserverand acopyofit isperiodically downloadedtoeachruntime server.

Youcanaddentriestothecatalog,usinginformationfromthefollowingsources:

Thepotentialsignatureslist

Thislistiscompiledfrominformationcollectedbytheagentsabout

applicationsthatstartedbutcouldnotbe monitoredbecausetheirsignatures were notinthecatalog.Using thecatalogmanager,youcanaddthese signatures tothecatalog bycreating newcatalogentriesorbyassigning signatures toexistingentries.

TheIBMcatalog

TheIBM catalogisbasedonaversion oftheTivoli signaturesfile.Youcanuse thecatalogmanager tomergetheIBMcatalog withtheexistingcatalogwhen youreceivea newversionfromIBM.

For moreinformationaboutcatalogs,potentialsignatures,andusingthecatalog manager,seeIBMTivoliLicense ComplianceManager:CatalogManagement.

Note: Thecatalogmanager isonlyavailablewith thefullversionofTivoliLicense ComplianceManager:itisnotavailable withTivoliLicenseCompliance ManagerforIBM Software,whichusesaseparate catalogthatcontains signaturesonlyforIBMsoftwareproductsandcannotbealtered.

Licensing

and

product

catalog

levels

TivoliLicenseComplianceManagersupportslicensingofdifferenthierarchical levelswithin theproductcatalog.

Thelevelsare: v Product v Version v Release

Thissupportprovides organizationswiththeabilitytochoosethecataloglevelat whicha productcanbe licensed,andthehierarchical levelofquerywhenreports

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are generated.Thehierarchical treerootistheproductname,thebranchesarethe productversions,andtheleavesaretheproductreleases.Eachnodeofthe hierarchyidentifies agroupof releasesthatcanbemanagedwitha singlelicense, whichallows useorinstallationofall leavesof thesub-hierarchyrootedtothat node.

Figure1 shows,forexample,thecataloglevelsfortheInformationManagement System(IMS™)product.

The onlylevelinthehierarchythatidentifies aphysicaldeliverableistherelease level. Theproductand versionlevelsare logicalrepresentationsofmultiple releases. Withinthishierarchical structure,eachelementthatisnotarelease must haveat leastonechild,andeachelementthatisnota productmust havea parent. TivoliLicenseComplianceManagertracksthephysicaldeliverables usingsoftware signatures.The softwaresignaturesarelogically linkedtotherelease levelofthe hierarchical tree.

Alicensecanbeassignedtoanynodeinthehierarchy,andtomultipleproductsof differentoperatingsystemsandvendors,providedthattheyareallat thesame hierarchical level.

Detecting installationofsoftwareproducts

TheTivoliLicenseComplianceManageragentdetects theinstallation of software productsbysearchingforspecific files,installationregistrykeys,and Windows registrykeys.

Thefileortheregistrykeyusedforthispurposeiscalleda Software Recognition Signature.

IMS

IMS 7 IMS 8 IMS 9

IMS 7.1 IMS 8.1 IMS 8.2 IMS 9.1

Product

Version

Release

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Detecting useofsoftwareproducts

TheTivoliLicenseComplianceManageragentdetects theuseofsoftware productsbysearchingforspecific filesanduniqueidentifiers.

Thefileortheuniqueidentifierusedforthis purposeiscalleda Software MonitoringSignature.

Theassociationbetweensoftwareproductsand theirsoftwarerecognitionand monitoringsignaturesismadeusingthecatalog,whichispart oftheTivoliLicense ComplianceManageradministrationserver.Thesamemonitoringsignaturecanbe associatedtomultiple softwareproductentities.Recognition signaturescanbe associatedtoonlyonesoftwareproductentity.Arecognitionsignaturecanalso be usedformonitoringifitcorresponds toanexecutablefile.

TheIBM catalogmight includesoftwareproductsforwhichonlytherecognition signatureisavailable,inwhichcaseTivoliLicenseComplianceManagerwillnot detectand reporttheiruse. Furthermore,theIBM catalogmightinclude software productcomponentsthatdonothaveavalidrecognitionsignature,inwhichcase TivoliLicenseComplianceManagerwillnotdetectandreporttheirinstallation. TheseproductshavebeenaddedtothecatalogforIBMreportpurposesonly. For moreinformationaboutsignaturesandusingthecatalogmanager,seeIBM TivoliLicense ComplianceManager:CatalogManagement.

Product

properties

For anyproductinthecatalogyoucanenableordisable asetof properties. Thepropertiesare:

Monitoring

Whenyouenable productmonitoring,youactivatethepossibilitytoproduce reportsbased onproductuse.The defaultisDisabled.Youshouldonlyenable productmonitoringifyouwanttocollectusestatisticsfortheproducttobe monitored. Whena productisassignedtoauselicense,thevalueofthis propertyisautomaticallymodifiedtoEnabled.

Discovery

Whenyouenable productdiscovery,theproductcanbefoundbytheagent during asoftwarescan.ThedefaultisEnabledforsimpleproductsand

Disabled forcomplexproducts.Whena productisassignedtoalicense, the value ofthispropertyisautomaticallymodifiedtoEnabled.Notethatenabling productmonitoringautomaticallyenablesproductdiscovery,whiledisabling productdiscoveryautomaticallydisablesproductmonitoring.

Multi-instance

Whenyouenable themulti-instancepropertyfor aproduct,theTivoliLicense ComplianceManageragentisabletodetectmultipleinstallationsof thesame productcomponentona system.ThedefaultisDisabled.

Relatedconcepts

“Complexproducts,simple products,components” onpage6

TivoliLicenseComplianceManagercanmanage softwareproductsandtheir components.

Relatedtasks

Chapter6, “Definingproductproperties,”onpage57

Foreachproductinthecatalogyoucanenableordisable asetof properties.

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Administering

licenses

and

monitoring

software

use

YoucanuseTivoliLicenseComplianceManagertoadministerlicensesandto monitor theuseofsoftwareproductsbyrecordingandreportingtheirpresence and levelsofuseonmonitored nodes.

Youdefinelicensesontheadministrationserverusingoneofthefollowing methods:

v Byenteringall licenseinformationusingtheWebUIortheCLI v

Byprovidinglicenseinformationinelectronicformat

The administrationof licensesandmonitoringofsoftwaredependsonthelicenses thatexist foreachproduct.Theinformationspecifiedfora licenseincludesthe quantityof licensesavailable,andanylimitationsontheavailability ofthelicenses tospecified usersand nodes.Youcanspecifythata licenseisavailableonlyto selectedusersandonlyonselectedmonitorednodes.

Relatedtasks

Chapter7, “Managingsoftwareentitlementand licenses,”onpage63 Thesetopics provideinstructionsforthetasksinvolvedincreatingand maintaininglicenseentitlement informationandlicensesforproducts.

Electronic

entitlements

Youcandefinelicensesbyprovidinginformationinelectronicformat.

An electronicentitlementisamachine-readablefilethatcontainsinformationabout a softwarelicense. Itcanbe usedtoquickly definelicensesforIBM products, avoidingerrors thatmightoccurwhenthedefinitionoflicenseinformationisdone manuallyusingtheWebUI.

YoucanobtainanelectronicentitlementfromtheLicensemanagementsupport Website(at:http://www-5.ibm.com/software/lms).Todownloadan electronic entitlement, youmust eitherbea PassportAdvantage designatedcontact forthe siteunderwhichtheproductwas licensedor havebeen delegatedaccessonthis Websitebythedesignatedcontact.For moreinformation,seetheHelpfunctionon theLicensemanagementsupportWebsite.

Whenyouhaveobtainedan electronicentitlement, youcanimporttheinformation usingoneofthefollowingmethods:

v UsingthedialogsoftheWebUI:see“Managinglicenses”onpage63 v Usingtheeeimportcommand: seeIBM TivoliLicense ComplianceManager:

Commands

Electronicentitlementscontainseveralfields.Somefields arerequired,forexample theuniqueidentifier,thevendorname,andthelicensingmodel.Somefields can be editedatimporttimewhileothersare protectedsothattheirvaluecannotbe changed.

Relatedtasks

“Managinglicenses”onpage63

Followthisproceduretocreate,modify, anddeletesoftwarelicenses.

Complex

products,

simple

products,

components

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Acomponentisasoftwareentity, identifiedthrough uniquesignatures,thatcanbe discovered byTivoliLicenseComplianceManager duringa softwarescan.A componentissharedifitispartofat leasttwoproducts.

Acomplex productiseither:

v Aproductthatincludesatleastonecomponentthatisshared withanother product,or

v

Aproductthatmanagesotherproductsorcomponents Asimpleproductisboth:

v Aproductthatdoesnotinclude componentsthatareshared withother products,and

v Aproductthatdoesnotmanage otherproductsor components

Manyoftoday’ssoftwareproductsarelicensedasasinglecomplex productbut,in reality, theyconsistofa numberofindividual components,someofwhichcanbe licensedasproductsintheirownright whenpackagedanddistributed separately. For example,DB2UDBEnterpriseServerEditionisavailablebothasaproducton itsown,andaspartof othercomplex products,suchasDB2InformationIntegrator Advanced Edition.

Supportforthemanagementof licensesatthecomplexproductlevelisrather challenging.Thefollowingconsiderations showsomeofthecomplexityinvolved: v Thecomponentsthatformthecomplexproductcanbe sharedamongdifferent products.For example,TivoliLicenseComplianceManagerincludesandusesa DB2serverinstancethatcanalsobe usedbyTivoliConfigurationManagerand that,asa consequence,must beassociatedtobothlicenses.

v Thecomponentsthatformthecomplexproductare oftenlicensedproductsin theirownright.Forexample,theDB2serverinstance,whichisusedbyTivoli LicenseComplianceManagerandTivoliConfigurationManager,canalsobe usedonitsownand,inthiscase, itsusemustalso beassociatedtotheDB2 commerciallicense.

Tomanage complexproducts,TivoliLicenseComplianceManagerrequiresinput toidentifytherelationshipsbetweencomponents,thecomplexproductsthe componentsbelongto,and wherethecomponentsare installed.Therearetwo basic scenariosbywhichthisinputcanbe provided:

v Wheninstalling,orplanningtoinstall, acomplexproduct, theSoftware

InventoryAdministratordefinestheassociationbetweenthecomponentsofthe productandtheagentsonwhichthecomponentsare,orwillbe,installed.See “Definingthemappingofa complexproduct”onpage93fordetails.

v WhenTivoliLicenseComplianceManager discovers(through asoftwarescan) newinstancesofcomponentsthatarepotentiallypartofacomplex product,and thathavenotalreadybeenassignedtoaproduct, TivoliLicenseCompliance Managerplacesthecomponentsinthelistofunmappedcomponentsuntilthe SoftwareInventoryAdministratorassignsthemtotheappropriateproduct.See “Resolvingunmappedcomponents”onpage97fordetails.Notethatunmapped componentsdonotappearinthesoftware installssnapshotreport.

Relatedtasks

Chapter8, “Managingcomplexproducts,”onpage93

Thesetopics provideinstructionsformanagingcomplexproducts.

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Reporting

Reports ofinventoryandsoftwareuseinformationareavailableonthe administrationserver.

TivoliLicenseComplianceManagerincludesaset ofpreconfiguredreportsyoucan usetoanalyzesoftwareuseandinventorydata.

Youcanview areportusingtheWebUI, assoon asthereporthasbeengenerated, or youcanchoosetohaveareportgeneratedthrough batchprocessing. Batch processingisusefultohandlecomplex reportsbecausethegenerationof these reports canrequire alongtime.Adedicatedtask isavailable tomonitorthestatus of reportsrequestedthroughbatchprocessingandtodownloadordeletethe reports whentheyareready.

IfyouuseIBMsoftwareproductsundersub-capacityorfullcapacitylicensing,you are requiredtoproducea reportdetailingtheuseorinstallationof thatproductto IBM. Togeneratethis typeofreportrefertoChapter11,“ExportingIBMUse,”on page135.

Relatedtasks

Chapter10,“Reportingsoftwareuseandinstallationinformation,”onpage107 Thesetopics provideinstructionsforproducingsoftwareuseandsoftware inventoryreports.

“Exportingreports”onpage131

Theoptiontoexportreportdatatoafileisavailableontheadministration serveranditappliestoalltypesofreportexcepttheIBM Usereport,forwhich adifferentexportfunctionisavailable.

Relatedinformation

Chapter11,“ExportingIBMUse,” onpage135

Youmightbe requiredbythetermsunderwhichyoulicensecertainIBM software,togenerateareportofuseofthatsoftwareanduploadittoan IBM Website.

Event

management

The eventmanagementcomponentidentifieseventsthatrequiretheattentionof thesystemadministratorand forwardsthemtoanexternale-mailsystem.

Eventsaregeneratedontheadministrationserver.Theseinclude eventsregarding thestateofthelicenses.Forexample,aneventisgeneratedifthenumberof licenses inusehasreachedaspecifiedthreshold.Theeventmanagement componentisabletodeterminethatanagentiseitherdownorhasbeen

uninstalledandcangenerateandforwardane-mailtoalerttheperson responsible. Youcanspecifywhichadministratorscanreceivenotifications.

Note: IfLDAPisusedforboth authenticationandauthorization, itisnotpossible todefineprofilesand recipientsofevent notificationsattheuserlevel:either allornousersreceivenotifications.For detailsonthisand moreinformation ontheauthenticationandauthorizationmethods,seeIBMTivoliLicense ComplianceManager:SecurityManagement.

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Procurement

management

ManagingprocurementinTivoliLicenseComplianceManagerconsistsofaset of licensemanagement tasks.

For organizationsthatuselargedatabasestotrackordering informationfortheir software products,itisimportanttohavea linkbetweenthosedatabasesand the licensemanagement systemthatisusedtomonitoranylicenseagreements.Tivoli LicenseComplianceManagercanbeusedasacentralizedrepositoryfor

procurement informationthatisrelatedtotheinformationstoredinthesoftware repositoryof theorganization.Businessinformationoflicensescanbe usedto track useofproductsintermsofthelicenseagreementsbetweenorganizationsand thevendorsofthesoftware.

Thefollowingtopics describethelicensetypesandstructures, andhowtheycan be customizedbytheadditionoffieldsthatmight bespecific toaparticular organization.

License

types

and

structures

Several licensetypeshavebeendefinedforTivoliLicenseComplianceManager. Table1 providesalistof thelicensetypes.Theacronym IPLAstandsforIBM ProgramLicenseAgreement.Asshown inthetable,thereisadistinctionbetween licenses forinstallationofaproductandlicensesforuseofaproduct.

Licenseassignmentto selectedtargetsandusersisperformedafterthelicenseis created.Duringlicensecreation,thecompletelicensequotaisassignedtothe defaulttarget typeandtheadministratorthen createsdistributionquotas by modifyingthatdefault.

Licenseassignmentto selectedusersisallowedonlyforUsageConcurrentSession type oflicenses.

Table1.Licensetypes

Licensetype Grant Defaulttargettype

UsageConcurrentSession Use Organization

UsageConcurrentNodelock Use Organization

IPLAFullCapacity(per-processor) Use Organization IPLASub-Capacity(per-processor) Use Organization

IPLAValueUnitFullCapacity Use Organization

IPLAValueUnitSub-Capacity Use Organization

InstallInstance Install Organization

InstallIPLAFullCapacity (per-processor)

Install Organization

InstallIPLASub-Capacity (per-processor)

Install Organization

InstallIPLAValueUnitFull Capacity

Install Organization

InstallIPLAValueUnit Sub-Capacity

Install Organization

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All ValueUnitlicenses(FullCapacityorSub-Capacity)includea referencetoa Processor ValueUnitTablewhoseentriesare usedtocalculatelicenseconsumption dependingonthetypeofprocessor onwhichtheproduct,assignedtothelicense, isusedorinstalled.See IBMTivoliLicenseComplianceManager:Overviewformore informationonprocessor valueunitlicensing.

The regularIBM UsereportsproducedbyTivoli LicenseComplianceManagercan onlyincludelicensesfor eithertheper-processor ortheprocessor valueunit category,notforboth.Therefore,customerswho arerequiredtosubmit thereport must nothaveIBM productsassignedto licensesinbothcategories.

Aconvertlic commandisavailableontheadministrationservertoconvert per-processor licensestoprocessorvalue unitlicensessothatyoucanobtain processor valueunitlicensesand reporttheuseofallproductscorrectly.SeeIBM TivoliLicense ComplianceManager:Commandsfordetails.

IfyouareusingTivoliLicenseComplianceManagerfor IBMSoftware,youwillbe prevented fromcreatingtheprocessorvalue unitlicenseuntil youhaveeither cancelledorconvertedall yourper-processorlicenses.Ifyouareusingthefull commercialversionof theTivoliLicenseComplianceManagerproduct,youcan continuetousetheper-processor licensetypesfornon-IBMproducts.Therefore, youwillnotbe preventedfromcreatingthenewlicensebecauseoftheexistenceof per-processor licensesinyourenvironment.However, toensureaccuratereporting, youmustmake certainthatallper-processorlicensesforIBMproductsare

converted toprocessorvalue unitlicensesbeforeyouproducethenext IBMUse report.

Relatedtasks

“Assigninga license”onpage73

Followthisproceduretoassignproductstoa licenseand,optionally,limitthe accesstoalicensetospecificdivisions,agents,nodes,andusers.

“Managinglicenses”onpage63

Followthisproceduretocreate,modify, anddeletesoftwarelicenses.

Use

licenses

TivoliLicenseComplianceManagermanagesuselicensestodetecttheuseof software products.

The followingdefinitions explainthevarioususelicensetypes:

UsageConcurrentSession licenses

For usageconcurrentsessionlicenses,multipleinstancesoftheproductrun concurrently bythesameuser,orbydifferentusers,onthesameagentare countedseparately.

UsageConcurrentNodelocklicenses

For usageconcurrentnodelocklicenses,multipleinstancesoftheproductrun concurrently onthesameagentarecountedasone,regardlessofwho isusing them.

IPLAFullCapacitylicenses

IPLAFullcapacitylicensesare licensesusedonassignednodesforproducts thatare usingtheIBMcappingruleand followthefullcapacitycountingrule. Thefullcapacitycountingrulestatesthattheprocessorquantityusedbya productrunningona nodeisthenumber ofprocessorsonthatnode.

IPLASub-Capacitylicenses

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thatare usingIBM cappingandrounding rules,andfollowtheSub-Capacity countingrule.TheSub-Capacitycountingrulestatesthattheprocessor quantityusedbyaproductrunningona logicalpartition(LPAR)isthe number ofprocessorsavailableonthatpartition.

IPLAValueUnitFullCapacitylicenses

IPLAValue UnitFullCapacitylicensesare licensesusedonassignednodesfor productsthatfollowprocessorvalue unitlicensing.Thelicenseuseiscounted asthehighestnumber ofprocessorvalue unitsonthecomputerduringthe timethattheproductisinuse.

IPLAValueUnitSub-Capacitylicenses

IPLAValue UnitSub-Capacitylicensesare licensesusedonassignednodesfor productsthatfollowprocessorvalue unitlicensing.Thelicenseuseiscounted asthehighestnumber ofprocessorvalue unitsavailableforthepartitionon whichtheproductisinstalledduringthetimethattheproductisinuse.

Install

licenses

TivoliLicenseComplianceManagermanagesinstalllicensestodetectthe installationof softwareproducts.

Thefollowingdefinitions explainthevariousinstalllicensetypes:

InstallInstance licenses

Withinstall instancelicenses,multipleinstallations ofaproductonthesame agentarecountedasone.

InstallIPLAFullCapacitylicenses

Install IPLAFullCapacitylicensesare licensesusedonassignednodesfor productsthatareusingtheIBMcappingruleandfollowthefullcapacity countingrule.Thefullcapacitycountingrulestatesthattheprocessorquantity usedbyaproductinstalledona nodeisthenumber ofprocessorsonthat node.

InstallIPLASub-Capacitylicenses

Install IPLASub-Capacitylicenses arelicensesusedonassignednodesfor productsthatareusingIBMcappingandroundingrules, andfollowthe Sub-Capacitycountingrule.TheSub-Capacitycountingrulestatesthatthe processor quantityusedbyaproductinstalledonalogicalpartition(LPAR)is thenumberof processorsavailable onthatpartition.

InstallIPLAValueUnitFullCapacitylicenses

Install IPLAValueUnitFullCapacitylicensesare licensesusedonassigned nodesforproductsthatfollowprocessor valueunitlicensing.Thelicenseuseis countedasthehighestnumberof processorvalueunits onthecomputer during thetimethattheproductisinstalled.

InstallIPLAValueUnitSub-Capacitylicenses

Install IPLAValueUnitSub-Capacitylicenses arelicensesusedonassigned nodesforproductsthatfollowprocessor valueunitlicensing.Thelicenseuseis countedasthehighestnumberof processorvalueunits availableforthe partitiononwhichtheproductisinstalledduringthetimethattheproductis installed.

License

standard

fields

Eachlicenseincludesaset ofstandardfieldsthatcanbedefinedaccordingtothe requirementsoftheorganizationtowhichtheyrelate.

Table2 onpage12provides adescriptionofthestandardfieldsofTivoliLicense ComplianceManagerlicenses.For alistofthecurrentcustomfields,see“Custom

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fields forlicenses.”

Table2.Licensefields

Field Description

Licensereference Thereferencenumberthatisautomaticallygenerated whenthelicenseiscreated.

Licensename Thenameassociatedwiththelicensewhenitisfirst created.

Licensetype Thetypeoflicenseaccordingtotheagreementbetween theorganizationandthevendor.See“Licensetypesand structures”onpage9forthepossiblevalues.

Termsandconditions Thetermsandconditionsagreedbetweentheorganization andthevendoroftheproduct.

Notes Theadditionalnoteswithreferencetothelicense agreement,whenapplicable.

Licensekey Thesoftwarelicensekey,whenapplicable.

Licenseowner Thepersonordepartmentthatpurchasedthelicense. Startdate Thedatewhenthelicensefirstbecomesvalid. Expirationdate Thelastdaythelicenseisvalid.

Totalquantity Thetotalnumberoflicensesthatwerepurchased. Currency Thecurrencyinwhichthelicenseswerepurchased. Totalcost Thetotalcostofthelicenses.

Purchasetype Procurementinformationforthelicense(unknown,retail, volume,upgrade,OEM).

Orderreference Thereferencenumberofthepurchaseorder,when applicable.

Deliverydate Thedatethatthesoftwarerelatedtothelicenseis delivered.

Contractnumber Thereferencenumbertothevendorcontract,when applicable.

Processorvalueunittable version

Theversionoftheprocessorvalueunittableusedto calculatelicenseconsumption.

Custom

fields

for

licenses

Youcanaddfieldstothestandardsetavailable forTivoliLicenseCompliance Manager licenses.

The setofcustomfields wasdefinedaccordingtocurrentmarkettrends,and might beextendedin futurereleasesaccordingtomarketchanges.Anycustom fields thatareaddedtothelicensesetarenotusedbyTivoliLicenseCompliance Manager torecorduseorcomplianceof licenses.

Table3 liststheavailableadditionalfields forlicenses.

Table3.Customfieldsforlicenses

Field Description

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Table3.Customfieldsforlicenses (continued)

Field Description

CPUSerialNumber AtextfieldusedtorecordtheserialnumberoftheCPU.It hasamaximumlengthof40characters.

CPUMIPS AnintegerfieldusedtoindicatethenumberofCPU instructionspersecond.

CPUMSUs AnintegerfieldusedtoindicatethenumberofMSUs (millionsofserviceunits)fortheCPU.

LPARName AtextfieldusedtoindicatethenameoftheLPAR.Ithasa maximumlengthof40characters.

LPARMIPS AnintegerfieldusedtoindicatethenumberofLPAR instructionspersecond.

LPARMSUs AnintegerfieldusedtoindicatethenumberofMSUs (millionsofserviceunits)fortheLPAR.

ProductNumber Atextfieldusedtoindicatethereferencenumberforthe product.Ithasamaximumlengthof40characters. SerialNumber Atextfieldusedtoindicatetheserialnumber.Ithasa

maximumlengthof40characters.

MaintenanceCost Amoneyfieldusedtoindicatethecostofamaintenance typelicense.

UpgradeCost Amoneyfieldusedtoindicatethecostofanupgradetype license.

CostCenter Atextfieldusedtoindicatethecostcenterthatpurchased thelicense.Ithasamaximumlengthof60characters. CostCenterOwner Atextfieldusedtoindicatethecostcenterentitythat

purchasedthelicense,suchasapersonordepartment.It hasamaximumlengthof60characters.

SupplyVendor Atextfieldusedtoindicatethesupplierofthesoftware.It hasamaximumlengthof60characters.

PurchaseVendor Atextfieldusedtoindicatethepurchaserofthesoftware.It hasamaximumlengthof60characters.

Web

User

Interface

On theadministrationserverTivoliLicenseComplianceManagerprovidesa Web UIfortheadministrationoflicensesandforcreating andmaintainingorganization infrastructures.

Theruntime serveralsoprovidesa WebUI:thisinterface canonlybeusedfor deployinganagentonanodetobe monitored.SeePlanning,Installation,and Configurationfordetails.

TheWebUIhasthefollowingparts:

Aportfolio

Theportfolioshowstheavailable tasks.

Aworkarea

Usetheworkareatosupplyinformationneededtocompletethetaskthat youselectedintheportfolio.

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Atoolbar

Thetoolbar containsanumber oficonsrepresentingactionsthatare available withinalltasks, forexample,gettinghelp.

Figure2 showsapageontheTivoliLicenseComplianceManagerWebUIand indicates thedifferentpartsoftheinterface.

Relatedtasks

Chapter2, “GettingstartedontheWebUI,”onpage21

TivoliLicenseComplianceManagerprovides aWebUIontheadministration server.

The

portfolio

The portfolioshows alistofallthetasksthatare availableontheWebUI. Taskgroupsthatincludeseveraltasksare indicatedbya twistiethatyouuseto expand orcollapsethetasksgrouped withinit.For example,theProduceReports

taskgroup includestheinstallations snapshot,licenseusetrend,productusetrend, productuselevel, unlicenseduse, andlicensecompliancereports.Whenyouclick a taskgroup,itexpandsandyoucanseetheindividualtasksit includes.When youclicka taskname,thefirstdialogofthetaskopensintheworkarea.

The

work

area

The dialogsthatyoumust completetoperform ataskappearintheworkareaof theWebUI.

They consistofcontrolswhereyousupplyorselectinformation,asfollows:

Portfolio

Work area

Toolbar

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Input fields

Useinputfields toenterinformation.Thesefieldscanhaverestrictionson thetypeof charactersthatcanbe used.For example,theproductname fieldshown inFigure2 onpage14allowsanyalphanumericcharacters, butan inputfieldthatispartof adaterequiresa numericinputthatcan be interpretedasavaliddate.Furthermore,inputfieldsthatrequire adate do notacceptanydatesthatarepriorto1/1/1970.Whenyoutype

informationfora search(forexample,aproductnameora licensename), youcantypepartoftheinformationpreceded,followed,orenclosedby wildcard characters(%).Theinformationthatyoutype isnotcase sensitive.

E-mailinput fields

Usethese fieldstoentere-mailinformation.E-mailinputfieldsadhereto theRFC822standard.

Telephonicinputfields

Usethese fieldstoenterphoneandfaxnumbers. Thesefieldsare validated with thefollowingrules:

v Validcharactersthatare notdigits: (,),-,+,space

v Sequences ofvalidcharactersthatarenotallowed:((,)),(),)(,(+,+),)+, +(″,++,(-,-),)-,-(,--,-+,

+-Listboxes

Uselistboxestoselectfromasetof possiblevalues.Listscanbestaticor dynamic.

Staticlists showa setoffixed values.For example,when defininga license, youmust chooseatarget typefromoneoffourpossiblevalues. Dynamic listsarethosethatshowvaluesthatareuser-defined.For example,a listofdivisionsincludesallthedivisionsthathavebeen definedfortheselectedorganization.Becausedynamiclistscanincludea largenumber ofitems,thelistissometimestruncatedtoa default maximum of5000.

Generally,youcanselecta singlevaluefromstaticlists,whileina dynamiclistyoucanselectmultipleitems.

Radiobuttons

Useradio buttonstochooseoneofa smallgroup ofpredefinedoptions.

Check boxes

Usecheck boxestoselectoneormoreof agroupofpredefined options.

Table navigationcontrols

Tablenavigationcontrolsarestandardcontrols.Forexample,typinga number inthepagexofyfieldand clickingGo,takesyoutotherelevant tablesection,or usingthearrowsmovesyouforwardandbackward.You canset thenumber ofrowsfora giventabletoeither6,15,or25.The defaultis6rows.

Tree structures

Expanda structuretoview detailedinformation.

Note: Anycontrolthatismarkedwithan asterisk(*)isarequiredcontrol.

The

toolbar

Thetoolbar showstheavailable iconsandtheactionperformedwhenyouclickon an icon.

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Table4 showsthetoolbariconsandcorresponding actions.

Table4.Toolbariconsandactions

Icon Action

Togglesbetweenthedefaultviewwheretheinterfaceis dividedbetweentheportfolioandtheworkareaanda viewwheretheportfolioishidden.

Displaysthehomepageontheadministrationserverwhere youcanselectadifferentorganizationtoworkwith. Refreshesthedisplaytoshowthemostrecentdata.

Openstheaccessibilityhelpwindowwhereyoucanread aboutkeyboardalternativesfornavigatingtheinterfaceand performingactions.

Printsthecurrentpanel.

OpenstheTivoliLicenseComplianceManagerinformation whereyoucanseeproductversionandcopyright

information,aswellassessioninformationforthecurrent user,and,whenenabled,theprivacypolicyinformation. Opensthehelpframeforthecurrentdialog.

Closesthecurrenttask.

Access

control

management

AccesstotheWebUIrequiresauthentication oftheusercredentialsand authorizationtoperforma setoftasks.

Authentication ofusercredentials

AccesstotheWebUIrequiresa validuserIDandpassword.Apassword must conformtoconfigurablerulesforpasswordlength,complexity, durationofvalidity, andreuse.Fordetails, seeIBM TivoliLicense ComplianceManager:SecurityManagement.

Authorization toperformasetof tasks

Eachuser IDand passwordthatcanbeusedtologontotheWebUIis linkedtoat leastoneprofilethatdefinestherole oftheuser anda privacy policy.Eachrole hasa fixedsetofassignedtasks andonlythesetasksare visible totheuser.If morethanoneprofileisassignedtoauser,thelistof tasks shownintheWebUIportfolioincludesthetasksapplicable toall assignedprofiles.

TivoliLicenseComplianceManagercanmanageauthentication andauthorization in oneofthefollowingways:

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v Userslogonusingan IDand passworddefinedandauthenticatedona LightweightDirectoryAccessProtocol(LDAP)server.Rolesaredefinedonthe WebUI.

v Userslogonusingan IDand passworddefinedandauthenticatedonanLDAP server.RolesassignmentismanagedbywayofLDAPuser groups.

Note: IfLDAPisusedforbothauthentication andauthorization, itisnotpossible todefineprofilesand recipientsofevent notificationsattheuserlevel.For detailsonthis andmoreinformationontheauthenticationand authorization methods,seeIBMTivoliLicenseComplianceManager:SecurityManagement.

Relatedconcepts

“WebUIroles”onpage18

YoucanusetheWebUIaccording tothetype ofroleyour Super

Administratordefinesforyou,takingintoaccountthatauser canhavemore thanonerolewithinthesameorganization.

Relatedtasks

“Defininguserprofiles”onpage37

Followthisproceduretocreateorchangeprofilesforanadministratoraccount. Thisactivity cannotbe performedif youuseLDAPforbothauthenticationand authorization.

“Mappinguser rolesto LDAPgroups”onpage33

FollowthistaskifyouusetheLightweightDirectoryAccessProtocol(LDAP) forbothlogonauthenticationandrole authorization.

Web

UI

tasks

YouusetheWeb UIontheadministrationservertosetuporganization infrastructures,toadministratelicenses,andtoproducereports.

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Youcanaccessthefollowingtasks fromtheportfolioof theadministrationserver:

ProduceReports

Use thistaskgrouptogeneratereportsoninstallationinventories,software use, usetrends,levelofuse, unlicenseduse, andlicensecompliance.

ManageBatch Reports

Use thistasktoviewthestatusofbatchreportrequestsandtomanage them.

ManageLicenses

Use thistasktocreatelicensesfordistribution.

Assign Licenses

Use thistasktocreatelicensedistributionquotasand selecttargetsforalicense distribution.

Define ProductProperties

Use thistaskgrouptodefinethemonitoring,discovery,and multi-instance propertiesforproductsintheproductcatalog.

Schedule SoftwareScans

Use thistasktoschedulewhento scanacomputerforaninstallation inventory.

ManageResources

Use thistaskgrouptomanagedivisions,nodes, andapplicationusers.

ManageComplexProducts

Use thistaskgrouptomanagecomplex products,thatis, productsthatinclude at leastonesoftwarecomponentthatisshared withanotherproduct, or productsthatmanage otherproductsorcomponents.

ManageInfrastructure

Use thistaskgrouptomanageservers andagents.

ManageOrganizations

Use thistasktocreate,modify,ordeleteorganizations.IfyouuseLDAPfor logonauthentication androleauthorization, usethistaskalso tomapuser rolestoLDAPgroups.

ManageAccess

Use thistaskgrouptomanageaccountsordefineuserprofiles.Thistaskisnot available ifyouuseLDAPforauthentication andauthorization.

Define CustomFields

Use thistasktodefinecustom fieldsforlicenses.

ExportIBMUse

Use thistasktoexportareportabouttheuseofIBMlicensedsoftware.

Return totheOrganizationData Page

Use thistasktoreturntothepagethatdisplaysthedataoftheorganization thatyouhavecurrentlyselected.

Web

UI

roles

YoucanusetheWebUIaccordingtothetypeofrole yourSuperAdministrator

definesforyou, takingintoaccountthata usercanhavemorethanonerolewithin thesameorganization.

On theadministrationserverofalargeorganization,thefollowingrole typescan be used:

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v SoftwareResourcesManager v SoftwareInventoryAdministrator v LicenseandSoftwareAsset Manager

On theadministrationserverofasmallorganization,youmightjusthavean Administratorrole.TheAdministratorroleisdesignedforsmallorganizationswith oneresourcetoperform alladministrativetasksexceptfor managingorganizations and accounts.TheSuperAdministratorroleistheonlyroleallowed tomanage organizations andaccounts.

Theprevious versionofTivoliLicenseComplianceManagerreferredto,andused, differentroles.Aspartoftheupgradetothis version,thepreviousrolesare converted tothecurrentrolesaccordingtothespecificationslisted inTable5.

Table5.Mappingwithpreviousroles

Previousroles Currentroles

SuperAdministrator SuperAdministrator

Administrator Administrator

SoftwareResourcesManager SoftwareResourcesManager SystemResourcesManager SoftwareInventoryAdministrator ProcurementandLicensingManager LicenseandSoftwareAssetManager LicenseAdministrator LicenseandSoftwareAssetManager ProcurementManager LicenseandSoftwareAssetManager

Relatedinformation

Chapter3, “Understandingrolesand theirtasks,”onpage25

ThistopicdefinestherolesavailableinTivoliLicenseComplianceManager and thetasksthattheserolesareallowedtoperform.

(38)
(39)

Chapter

2.

Getting

started

on

the

Web

UI

TivoliLicenseComplianceManagerprovidesa WebUIontheadministration server.

Using thisinterface,youcanrequesthistoricalreportsand performTivoliLicense ComplianceManagersystem definitionand licensemaintenancetasks.

WhenyoulogontoanyTivoliLicenseComplianceManagerserverforthefirst time, usetheuserIDtlmroot,withSuperAdministratorrole,thattheinstallation automaticallycreates.Whenyouarelogged onastlmrootyoucancreateaccounts fortheadministratorswho workontheserver.Theinitialpasswordforthe

tlmrootuser issystem01.Youshouldchangethisoneachserverassoonasyou havelogged on.

Relatedconcepts

“WebUserInterface” onpage13

OntheadministrationserverTivoliLicenseComplianceManager providesa WebUIfortheadministrationoflicenses andforcreatingandmaintaining organizationinfrastructures.

Relatedtasks

“Updatingadministrationaccountdetails” onpage35

Followthistasktochangeinformationforanadministrationaccount. This activitycannotbeperformedifyouuseLDAPforbothauthentication and authorization.

Browser

level

and

settings

YouaccesstheWebUIusingaMozilla orMicrosoft® InternetExplorerbrowser.

Youmust haveone ofthefollowingbrowserversions: v

InternetExplorer5.5andaboveonWindowsoperatingsystems.

v Mozilla1.4,1.5, 1.6,and 1.7onSolaris,HP/UX,SUSELINUXEnterpriseServer, RedHatEnterpriseLinuxforIA32, SUSELINUXEnterpriseServerforiSeries™ andpSeries®,RedHatEnterpriseLinuxforiSeries andpSeries,AIX®,andon Windowsoperatingsystems.

Note: On Mozilla1.7,youmustacceptanyinternetsecuritywarningsthat appearafter youlogin.

Thedefaultbrowsersettingsare acceptableinmostcases,butyoushouldmake sure that:

v JavaScript

isenabled.

v

Thecacheissettoautomaticallyrefresh. v Pop-upwindowsare enabled.

v Anyprogramsthatpreventadditionalbrowserwindowsfromopeningare disabled.

Inaddition,youshouldnotusebrowsernavigationshortcutkeysafter theTivoli LicenseComplianceManagerhasopened inkioskmode, becausethiscauseserrors intheproduct.

References

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