Use the guided walk-through playbook for a step-by-step process of creating
entitlements.
Before you begin
You can create perpetual entitlements with or without a publisher part number. You
can also create SaaS entitlements to manage software subscriptions of your pure SaaS
and hybrid applications.
The guided walk-through takes you through the entire process of creating an
entitlement. Initially the entitlement is in the build status
when you start creating it. Once you publish the entitlement, the status changes to
in use and makes the entitlement eligible to be included
in the reconciliation process.
The process of creating an entitlement is organized into lanes. The lanes appear in
the left pane of the page. Each lane has a few tasks that you are asked to complete.
After you complete a task, click Mark Complete to move to the
next task. You can click Save at any time in the process to
save your changes and return to the playbook later. You can also click
Cancel to abort the entitlement setup at any point of
time. While you are performing a particular task, a status of in progress appears
for that task. As you mark a task complete, the status of that task changes to
complete. Once you complete all the tasks in a lane, you move to the next lane.
Role required: sam_user or sam_admin
Procedure
Navigate to All > Software asset > Software Asset Workspace.
The Software asset overview page appears.
Select Create entitlement.
Select Guided step by step walk-through and select Next.
The Create New Software Entitlement page opens and the status of the entitlement is in build.
Select whether you are creating an entitlement for an on-premises product or
for a SaaS product.
If you select on-premise, enter the fields listed
in the on-premise entitlement table below.
If you select SaaS, enter the fields listed in
the SaaS entitlement table below.
Note:
You are asked to select on-premise or SaaS only if the Software Asset
Management - SaaS License Management Integrations (sn_sam_saas_int)SaaS
plugin is activated. If this plugin is not activated, then the product type
is automatically selected as on-premise.
Table 1. On-premise entitlement
on-premise entitlement fields
Description
Do you have a PPN
Select if you have a publisher part number (PPN) for
setting up the entitlement.
Publisher Part number
Enter the PPN if you have one; else create a custom PPN
by clicking the link in the informational message to take
you to the Custom Part Numbers page.
Table 2. SaaS entitlement
SaaS entitlement fields
Description
Has an integration profile being set-up
If you have an integration profile already set-up, select
it; else, click the appropriate link to create a direct or a
SSO integration profile.
Note:
Integration profile is needed
to view software usage information and optimize stale
licenses.
Are you using a direct or SSO integration profile for
this SaaS product
Select the type of profile, direct or SSO, that you are
using for this SaaS product.
Select an integration profile
Based on the type of profile you specified, select an
integration profile.
Select a software model for the entitlement.
Once you complete all the tasks in the Product Details lane, you can
move to the Entitlement Details lane.
Select Entitlement Details.
If you entered a PPN, then the metric group, agreement type, and license type are automatically populated. You can change the values if required.
Enter a value in Asset tag to track the asset through
its life cycle.
Select a value in License metric for the license group
that the software license is counted against when reconciliation is run.
If you select Per Core or Per Core (with CAL), you need to enter values in
the following fields:
In Rights per license pack, enter rights
associated with each pack that is purchased for Microsoft Per Core or
Microsoft Per Core with CAL licenses.
In Number of packs, enter the number of packs
for Microsoft Per Core or Microsoft Per Core with CAL licenses.
Enter the number of rights purchased in Purchased
rights.
If you've specified a Microsoft Per Core or Microsoft Per Core with CAL
license type, this field is automatically populated. This value is based on the
values entered in the Rights per license pack field multiplied by the value in
the Number of packs field.
Enter the cost of the software in Unit cost.
Once you complete all the tasks in the Entitlement Details lane, you can
move to the Additional Details lane.
Select Additional Details.
Enter the name of the company that this asset belongs to in
Company.
Enter the location where the license is used.
For example, you can specify a specific site, country, or region.
Enter the department of the person assigned to this software license in
Department.
Enter the user or department with financial ownership of the asset in Owned by.
The asset owner can be different than the manager.
Enter the financial details for the vendor in Vendor,
Invoice Number, Request Line,
Purchased, Opened,
GL account and Cost Center
fields.
Enter contract details in Lease Contract,
Warranty expiration, Support
Group and Supported by fields.
Once you complete all the tasks in the Additional Details lane, you can
move to the Review lane.
Select Review to show all the details that you have entered in all the lanes.
You can choose to edit any field, else select Finish.
Select Publish to publish this entitlement for use.
The entitlement is created and state of the entitlement is changed to in use from build. The entitlement is ready to be used for the reconciliation process.