Steve Massie Incit Technology Ltd

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1 Steve Massie Incit Technology Ltd

2 Conquering the dark arts of license compliance management

3 Agenda WHY Approach Summary

4 65% Audited Why? Audits on increase Support demand Shelfware 100 per Computer Fines Audits more aggressive DISRUPTION 10-20% Saving in IT costs Maintenance 95% software = 1% Usage

5 BYOD Corporate Devices Windows 8.1 Enterprise 2 nd Copy Rights Office on Demand VDA Subscription SAAS O E M L i c e n s e License Challenges Software Assurance VDA Rights Office 365 ProPlus Roaming Use Rights Enterprise Agreements C o m p a n i o n S u b s c r i p t i o n L i c e n c e Per Device Windows To Go Hosted Desktops Working at Home Primary User

6 Papaya Hire The Papaya Hire Company The Papaya Hire Company have a server farm which they are starting to virtualise. Currently they have three physical servers with 6 virtual machines running SQL Server 2012 Standard that move freely between the physical boxes. SQL Sever +SA SQL Sever +SA SQL Sever +SA SQL Sever +SA SQL Sever +SA SQL Sever +SA They have opted to license SQL 2012 Standard with the Server/CAL model and have thus purchased a SQL Server 2012 licence with software assurance for each of the virtual machines.

7 Periwinkle Packaging Periwinkle Packaging Solutions Periwinkle Packaging Solutions use Remote Desktop Services to run Project and Visio on a server for their users to access from their 50 hotdesk machines. Only 5 users will ever use Project and Visio and thus only 5 licences for these products have been purchased. Project Visio 90 days Project Visio Project Visio Project Visio Project Visio Project Visio

8 C o m m i t m e n t Project Planning Organisational challenges Directors Responsibilities Finance Users IT Processes Training To o l C h o i c e Recognising and Understanding Complexity Changing Paradigms Changing Terms Changing Organisation

9 Technical Challenges Streaming Inventory Personal vs Corporate Apps App Stores Software forms Rights Reconciliation Windows Patching M e a s u r i n g L i c e n c e M o d e l s Virtualisation Suites Product Variants Terminal Services Android S A A S Constantly Changing Licensing rights Product Recognition

10 Starting in the right direction Did you enjoy first day at school, darling? Yes, I did! But we didn t finish everything So I have to come back tomorrow!

11 Starting in the right direction

12 Starting in the right direction A Fool with a Tool is still a Fool!

13 Starting in the right direction

14 Implementation Process PHASE 1: PROJECT SETUP Define goals, milestones and roadmap of project Get management commitment Form core team, define roles and responsibilities PHASE 2: ORGANIZATIONAL BASE Define processes with technical and commercial changes Ensure ongoing accuracy of your master data Establish change management processes PHASE 3: TECHNICAL BASE Train those involved on compliance Implement SAM Tool Connect to and qualify data sources Compliance Incubator per Vendor PHASE 4: INITIAL RECONCILIATION Clarify agreements and license inventory Establish automatic procedure to reconcile compliance Hand-over to operations OPERATION: CONTINUOUS TRACKING Updating of compliance status based on change events Frequent internal audits to ensure consistency/accuracy Frequent review of lessons learnt

15 Incubator groups PERMANENT MEMBERS OWNER OF CHANGE MANAGEMENT OWNER OF TECHNICAL DEPLOYMENT MEMBERS PER VENDOR EXPERT IN SAM TOOL EXPERT IN LICENSING TERMS PROJECT LEAD INCUBATOR TEAM OWNER OF LICENSE PURCHASE

16 A Tool Must Deliver Recognition: License Types: Applications, associated products, product variants and suites from relevant data Support all base license types and their associations License Metrics: Over 100+ different metric types and means of measuring Rights: Contracts: Environments Rules based on SKU and Agreements and means of measuring against these Recording and Management of complex contracts and agreements Physical, Virtual/Terminal Services, Mobile

17 Summary Management Commitment Empowered SAM Program Manager Structured and Staged Implementation Approach Clear Responsibilities and Roles Team Education and Know-How Transfer Process Management Alignment Comprehensive SAM Tool

18 ITSMF UK 150 Wharfdale Road, Winnersh Triangle, Wokingham, RG415RB, United Kingdom Tel: +44 (0) Fax: +44 (0)

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