Please provide steps to make the software complaint from screenshot.

akguj
Tera Contributor

 

I want to make software complaint in SAMPRO and attached screenshots of the data from the relevant tables. Please review them and let me know the steps I should follow so I can use the same process for other software complaints. Let me know if you need any additional details.

 

 

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3 REPLIES 3

pr8172510
Tera Guru

 

Hi @akguj ,

From your screenshots, the product is showing Not compliant because installations are getting counted, but entitlement/license reconciliation is not matching correctly.

 

Steps to Make Software Compliant

  1. Verify Software Model
  • Open Software Model:

 

Altair Engineering Monarch Complete
  • Ensure:
    • Product type = Licensable
    • License under management = Checked
    • Discovery model mapped correctly
  1. Verify Discovery Model Mapping
    Your installations:
  • Monarch 2023
  • Monarch 2024

must match the same discovery model used in Software Model.

  1. Check Software Installations
    Go to:

 

Software Installations
Verify:
  • Publisher = Altair Engineering
  • Product normalized properly
  • Install status active
  • Installation counted in reconciliation
  1. Verify Entitlement
    Open:

 

Software Entitlements
Ensure:
  • License metric = Per Named User
  • Rights count is sufficient
  • State = In use
  • Active rights >= installs
  1. Run Reconciliation
    Navigate:

 

SAM Pro → License Workbench
Then:
  • Open product result
  • Click Reconcile or Run Reconciliation
  1. Check User Allocation
    For Per Named User licenses:
  • Installations should have Assigned to populated
  • Empty Assigned to may cause non-compliance
  1. Verify Downgrade / Upgrade Rights
    If entitlement covers:
  • Monarch Complete

but installs are:

  • Monarch 2023
  • Monarch 2024

then ensure:

  • Upgrade rights are configured
    OR
  • Product use rights are mapped correctly
  1. Recalculate Compliance
    After updates:

 

SAM Pro → Content Service → Reconciliation

Run reconciliation again.

Usually compliance issue occurs because:

  • Assigned to is empty
  • Discovery model mismatch
  • Entitlement rights lower than installs
  • Upgrade rights not configured

akguj
Tera Contributor

Hello @pr8172510 
Thanks for your reply.

If the assigned to field is empty on installation table then it will affect compliance correct?

Hi @akguj,

Yes, you are  correct. If the Assigned to field is empty on the Software Installation table, it Will  affect compliance, especially for Per Named User license metrics.