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Step-By-Step SAM Simulator Guide

Step-by-Step SAM Simulator Guide

Instructions:

Grant the sam_admin role to the admin user account which is being used to complete the simulator tasks.

1. Application Filter>System Security> Users

2. Click Users

3. In the User ID field search>admin

4. Open the admin record navigate to the related links section>Roles>Edit

5. From the slush bucket search sam_admin

6. Move sam_admin into the System Admin bucket and save

    Software Installations>Import Sets

    1. Download SoftwareInstalls.xlsx

    2. Application Filter>Import Sets>System Import Sets> Load Data

    3. Create Table> Label = Software Installations Import

    4. Choose File> SoftwareInstalls.xlsx> Load

    5. Once state is complete and completion code meets success create transform map directly below the green success status

    6. Name the table> Software Installation Map>Target Table>Software Installation [cmdb_sam_sw_install]>Auto Map (in the related links section)

    7. Scroll down to the Field Maps tab set coalesce to true (double-click “False”) for u_installed_on and u_display_name

    8. Click Transform in the Related Links Section

      Navigate back to the Application Filter>Discovery Model>Search Product>InDesign check the Normalization Status

      Normalization

      1. Refer to Simulator

      Normalization status should read "Manually Normalized"

      2. Application Filter>Pattern>Software Assets>Pattern Normalization Rule>New

        Populate with the following:

        Name: Adobe InDesign CC 2017
        Discovered publisher contains: Adobe
        Discovered product contains: InDesign CC 2017
        Publisher: Adobe Systems
        Product: InDesign
        Product type: Licensable
        Version: CC 2017

        3. Right-click gray banner>save>Apply Rule

          Navigate back to the Application Filter>Discovery Model>Search Product>InDesign check the Normalization Status(check for changes)

          Software Asset Management Content Service

          Refer to simulator

          Software Asset Management Content Service

          1. Application Filter>Software Asset>Custom Products>New

            Populate>Name= Executive Software>Product= SafetYmail>Product Type=Unlicensed>Product Classification=Encryption>Submit

            Reconciliation

            1. Application>Reconciliation>Software Asset>Run Reconciliation

            2. Application>Software>Assets>Software Entitlement>New

              Populate: Asset tag: SW900001
              Software model: Adobe Systems InDesign CC
              License metric: Per Device
              Purchased rights: 45
              Unit Cost: $240
              Total Cost: $10,800

              3. Application>Reconciliation>Software Asset>Run Reconciliation>Publishers>Adobe Systems>Continue>Run

              4. Software Asset>License Workbench>Adobe System>Expand “InDesign”, Select “CC”

                Remediation Oprions(1)>Purchase Rights>Create Purchase Order

                Ship to>San Diego Border - Pickup/Dropoff>Order

                Entitlement Metrics

                1. Application>Software>Software Asset>Software Entitlements

                  For text> SW900001>License Metric>PerUser>Right-click gray banner “Save”>Publish

                  Application Filter>Run>Run Reconciliation>Publishers>Adobe Systems>Continue>Run

                  2. Application Filter>Software>Software Assets>Software Models>Adobe Systems InDesign CC >Related Records>Metric Attributes>Open Record with License Metric “Per named user”>Attribute Value = 2>Update

                    Application Filter>Run>Run Reconciliation>Publishers>Adobe Systems>Continue>Run

                    Entitlement Allocation

                    1. Application Filter>Software>Software Assets>Licensing>Software Entitlements>Search”for text” SW900001>open record>User Allocations>Double click “Insert a new row” to add users Beth Anglin, David Loo, Fred Luddy, and Bow Ruggeri

                    2. Application Filter>Run>Run Reconciliation>Publishers>Adobe Systems>Continue>Run

                      View Results from License Workbench

                      Software Usage

                      1. Download SoftwareUsage.xlsx

                      2. Application Filter>Import Sets>System Import Sets>Load Data>Label table = Software Usage Import>Choose File from step 1>Submit

                        Create Transform Map>Name = Software Usage Map, Target Table = Software Usage [samp_sw_usage] >Right-click gray banner “Save”

                        AutoMap Tranform Fields

                        Navigate to Related Records set coalesce to true for u_publisher, u_year, u_product, u_month, u_user and u_configuration_item.>

                        In the Related Links section>Transform

                        3. Application Filter>Software Usage>Software Asset>Discovery>Software Usage

                        4. Note changes

                          Reclamation

                          1. Application Filter>Reclamation

                            See Simulator